Thank you to all the speakers, panelists, attendees and staff that helped make the October 24, 2018, conference at the Union League Club in New York a rousing success. The agenda and presentations are below:
10:00-10:15a
Welcome
Joe Walsh, Chief Executive Officer, Amherst Pierpont Securities
10:15-10:45a
October 2018 U.S. Economic Outlook:
Is the Fed Behind the Curve?
Stephen Stanley, Chief Economist, Amherst Pierpont Securities
10:45-11:15a
Rates and Risk Premiums
Steven Abrahams, Head of Investment Strategy, Amherst Pierpont Securities
Mary Beth Fisher, Strategist, Amherst Pierpont Securities
11:15-11:45a
The NAIC View of Trends in Insurance Investing
Charles Therriault, CFA, Director of the Securities Valuation Office, NAIC
11:45-1:00p
The Regulatory and Political Landscape for Insurers
Thomas B. Leonardi, Executive Vice President and Head of Government Affairs, Public Policy and Communications, AIG
1:00-1:45p
Panel: Optimizing Insurance Balance Sheet Capital
Steven Abrahams, Moderator
Sara Bonesteel, CIO, Retirement and Insurance Group, Prudential Insurance
John Bredemus, Head of Capital Markets, Allianz Investment Management
Deva Mishra, Deputy CIO, Global Atlantic
Nancy Mueller Handal, Senior Managing Director and Head of Global Products, MetLife
1:45-2:15p
Panel: Benchmarking Insurance Portfolio Performance
Chris Helwig, Strategist, Amherst Pierpont Securities
Peter Gailliot, Head of US Fixed Income, Financial Institutions Group, BlackRock
Dan Mainolfi, Managing Director, Conning & Co.
Douglas Williams, Portfolio Manager, Wells Fargo Asset Management Global Fixed Income
2:15-2:45p
Towards the Next Generation of RMBS
Tim Dooley, Co-Head of Structured Products, Amherst Pierpont Securities
2:45-3:15p
The Market in Asset Finance
Adam Smith, Head of Investment Banking, Amherst Pierpont Securities
3:30-4:00p
The Market in Corporate Credit and CLOs
Bill Fenwick, Co-Head of Credit Trading, Amherst Pierpont Securities
Meredith Contente, Strategist, Amherst Pierpont Securities
Erez Biala, Head of CLO Trading and Banking, Amherst Pierpont Securities
4:00-5:00p
The Outlook for Elections in November and Beyond
Tom Bevan, Co-founder and Publisher, RealClearPolitics