Name: The Horizontals and Verticals of Private Debt Investing
Start: 2020-10-01T14:00:00Z
End: 2020-10-01T14:00:56.000Z
Location: BrightTALK
Rating: 0

Roundtables, panels & events hosted by Reactions editors with the re/insurance industry's top executives.

Susan Johnson, Chief Diversity & Inclusion Officer at The Hartford, leads a panel of experts in discussion of how to better approach D&I efforts through a deeper understanding of the issues for all stakeholders.

Featuring:
Mo Tooker, Head of Middle & Large Commercial, The Hartford
Joe B. Smith, President & CEO, Smith Brothers 
Debbie Goldstine, EVP, U.S. Casualty Practice Leader, Lockton

Diversity & Inclusion: Effective Leadership for Real Results

Northern Europe and Scandinavia have long been the experts in early adoption of ESG investment principles. How is North America catching up? What types of ESG and responsible investing have insurer’s taken on?

Are US insurers taking ESG into account?

Ever-more popular, private equity continues to be a top choice to invest in for insurers’ portfolios. On average, it ranks the second largest allocation, below fixed-income. What are the new trends in private equity investing?

The Popular Choice: Private Equity

Which asset classes are insurers looking to increase, decrease or maintain allocations towards in the following 12 months? How big of a role does fixed-income, private equity, debt, infrastructure and real estate, etc. play in their portfolios?

Allocation Preferences and Best Ideas

49% of US insurers report outsourcing to a third-party asset manager. Traditionally, large insurers have looked to manage investments in-house and smaller insurers relied on external managers. As insurers seek exposure to specialised, diversifying strategies, outsourcing investments to external managers is becoming more prevalent for insurers of all sizes and descriptions. Panelists weigh in on the benefits of outsourcing investments versus going the in-house route.

The Great Debate: Outsourcing vs. In-house Investments

What are the top global and domestic concerns for insurance Chief Investment Officers in 2020? Considering possible economic slowdown in Europe and the US, recession in China, and market volatility.

CIO: Investment Outlook

Thomas Holzheu, Chief Economist Americas, Swiss Re and Malie Conway, Head of U.S. Distribution, Allianz Global Investors discuss the Macro Outlook on re/insurance asset management.

Discussion: Macro Outlook

One of the greatest emerging risks facing the insurance industry today is Social Inflation, which refers to the rising cost of insurance claims due to increased litigation, broader contract interpretations, plaintiff-friendly legal decisions, and larger jury awards influenced by societal trends and views. 
•What are the biggest drivers of this phenomenon?
•Which lines of business have been impacted the most
•How millennial bias and the increased use of litigation-funding firms have changed the insurance landscape? What can the P&C industry do to mitigate this threat?

Social Inflation: The Invisible Enemy

Will the economic fallout from the coronavirus affect the amount of alternative capital seen in the reinsurance market?
•How will the coronavirus affect where some re/insurance companies invest?
•What positives, in terms of new investment opportunities, might arise?

Investor Appetite for the Industry

•The impact of the pandemic on primary-side insurers’ demand for cover 
•How depleted capital is affecting the rate picture
•The appetite of third-party investors to put up capital at 1.1
•How renewals may be disrupted by the cancellation of events like the Monte Carlo Rendez-vous

The COVID-19 effect on 1.1 Reinsurance renewals

Brian Young, President and CEO of Odyssey Group, sits down with Reactions Editor-in-Chief Shawn Moynihan.

Fireside Chat: Brian Young, President and CEO, Odyssey Group

Virtual ceremony honouring those firms and individuals that have excelled in North America.

Reactions North America Awards 2020

Kevin Kelley, Vice Chairman of Liberty Mutual's Global Risk Solutions, sits down with Reactions' Shawn Moynihan for a 30-minute conversation.

Fireside Chat: Kevin Kelley

Michael Chang, CEO of Sompo Global Risk Solutions, and Rekha Skantharaja, President & CEO of Tangram Insurance Services, engage in a straight-talk exchange about what's really required to move D&I efforts beyond lip service and intro effective action.

Diversity & Inclusion: Breaking Through the Rhetoric

12:30pm-1:00pmKeynote: Bryan Sanders, President, Markel Specialty

Fireside Chat: Bryan Sanders, President, Markel Specialty

•Will we see fewer deals among larger organisations and more transactions (i.e., sales) among small to mid-sized organisations?
•Will larger companies see opportunities after the impact of the coronavirus is clear?
•How have organisations addressed culture clash issues? How can they help to manage a smooth transition?

M&A Activity: How will the impact of the coronavirus affect the P&C industry?

As COVID-19 continues to affect the world economy, have businesses such as Uber, Airbnb and others experienced serious losses in the aftermath, and will they recover? 
•How the sharing economy has been impacted by social distancing and containment measures
•Will social attitudes around sharing resources still affect the number of users as re-openings continue? 
•Examining the sharing economy’s possible futures as populations attempt to reclaim a sense of normalcy

The Sharing Economy in a Post-Pandemic World

A discussion around the different ways to invest in private debt across the risk spectrum (vertical) and types of investment opportunities (horizontal) including investment grade through to middle market direct lending, etc.

The Horizontals and Verticals of Private Debt Investing

insurance

Reinsurance

Asset Management

north america

private debt

Investments

Investment Management

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Banking and Treasury

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The Horizontals and Verticals of Private Debt Investing

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