IWIN / WIIN Events

IWIN seeks to put on at least 3-5 events a year. We cannot make these events happen without the support of sponsors including insurance companies, asset managers, CFA Societies, and other industry organizations to name a few.

Below we share events we have hosted to date and some summary level information on each. Please reach out if you want to learn more about any of these events or how to get your organization involved for a future event.  

Year End Networking and Cocktail

  • Sponsored by: Ares Management, BlackRock, KKR, Loomis Sayles & Company, PineBridge Investments, Wellington Management Company

8th Annual Insurance Company Chief Investment Officers Round Table

  • This round-table discussion event presented an opportunity for attendees to learn from CIOs and sector heads of insurance company investment arms as the industry faces increasingly difficult questions about how to sustain investment premiums amid inflation, rising interest rates, emerging market political headwinds, global growth concerns and ongoing volatility spikes when you participate in this conference. IWIN provided two of the four panelists for this event including Amy Stepnowski, President of The Hartford, CIO of HIMCO, and Karyn Williams, RIM/CIO, Zurich Global Investment Management.

    Sponsored by: CFA Society New York

Why Core Values Matter: A Psychotherapists Guide for Making More Meaningful Decisions in the Workplace and Home

  • IWIN’s 5th Annual Fall Meeting in Des Moines which took us back to the location of our first event back in 2018 in Principal Financial Group’s offices. This event featured Dr. Laurie Stange, Ph.D. as she deepened our understanding of what drives the formation of specific values and how our work with values alignment can make us more effective and happier people. Laurie demonstrated how values alignment, if not flexible and balanced, can create rigid personalities and anxiety disorders.

    Sponsored by: Principal Financial Group, CFA Society Iowa, Wellington Management Company

8th Annual Strategic Asset Allocation for Insurance Companies

  • Panel discussion centered on Strategic Asset Allocation for insurance companies. This event brought together three thought leaders and experts to delve into the challenges and strategies involved in the asset allocation process including: Cardinal Investment Advisors’ Danielle Natonson, Managing Director; Allstate’s Natalie Burkhart, Managing Director, Global Research & Strategy; and Nationwide’s Jill Phlegar, VP, Head of Client Advisory Services. Key discussion points included: understanding the distinct needs of insurance sectors, balancing risk/return in AA, the impact of regulatory changes on insurers’ AA, and innovative strategies and trends.

    Sponsored by: CFA Society Chicago, Insurance AUM Journal

FHLB Insurance Investing Annual Conference - Networking with IWIN over Breakfast

  • Light networking ahead of the full-day’s agenda for the FHLB Insurance Investment Conference.

    Sponsored by: FHLBank Chicago

Everything but the Kitchen Sink! Risks & Opportunities in the Capital Markets: How Four Insurance Company Investors Are Navigating Today’s Investment Environment

  • This event featured a stellar line-up of insurance company investors and analysts which included a Lisa Longino, Global CIO, CoreBridge Financial); Vinti Khanna, Head of Alternatives, Prudential; Danielle DePippo, Head of IG Credit, Guardian Life, Carolyn Natale, CMBS & CRE Analyst, Wellington Management. Our panelists shared insights on what is impacting the insurance investment industry and current market landscape, key risks they are closely watching, to discussing their career paths and reflecting on steps they have taken in their own professional development.

    Sponsored by: Guardian Life Insurance, Prudential Insurance/PGIM

Regulatory and Career Perspectives from New York State Department of Financials Services (DFS) Featuring: Adrienne Harris

  • Fireside chat with New York Department of Financial Services’ Superintendent, Adrienne A.Harris. Adrienne spoke to her career path and offered her insights on the regulatory environment.

    Sponsored by: BlackRock

7th Annual Insurance Company Chief Investment Officer’s Roundtable Featuring: IWIN

  • Roundtable discussion with four CIOs and allocators including IWIN founder Prudential and their International CIO, Sara Bonesteel, former IWIN board member and member, Susan Chung of Amica was also featured alongside Liberty Mutual’s Jatin Salhotra as well as Starr Insurance Companies’, John Patin. This was a go-anywhere panel that touched upon how various insurers were navigating tumultuous markets and large unrealized loss positions in their portfolios, how and where insurers are allocating in terms of illiquid investments and impact of ESG.

    Sponsor: CFA Society New York

From the Top: Perspectives & Storytelling with Insurance Industry Leaders in Japan

  • The event combined perspectives and storytelling from insurance industry pioneers who forged new paths for women in the insurance investment industry. The first half of event was a dialogue of Ms. Osawa, CIO of Nippon Life and the first female CIO for a Japanese insurance company and Ms. Oda with MS&AD . This included a small group breakout to share more personal stories among the attendees and participants. Very notably, Ms. Osawa and Ms. Oda were the first generation of women hired under the Equal Employment Act.

    Sponsor: The Carlyle Group

Personality, Organizations, and Fit - What All These Things Might Mean for Your Career

  • Amy Kristof-Brown, Dean of Tippie College of Business at the University of Iowa led a presentation on her reflection and observations from her research focused on psychology and insights gleaned on the compatibility or fit between individuals and their work environments.

    Sponsors: CFA Society Iowa, Clearwater Analytics, Wellington Management

Sorting Through the Noise - How Three Experts are Driving Change, Innovation and Impact

  • Panel event that featured an early-stage venture investor, an energy innovation investor, and academic turned corporate action leader. During this event they shared their insights on how they navigated the journey to their current roles, how they are driving positive societal and investment outcomes for the short and long-term, and what ESG means to each of them, where is the industry missing the mark or simply overlooking.

    Sponsor: Liberty Mutual Investments

  • Panel event that featured an early-stage venture investor, an energy innovation investor, and academic turned corporate action leader. During this event they shared their insights on how they navigated the journey to their current roles, how they are driving positive societal and investment outcomes for the short and long-term, and what ESG means to each of them, where is the industry missing the mark or simply overlooking.

    Sponsor: Liberty Mutual Investments

Networking with IWIN & FHL Bank Insurance Day

Breaking Barriers with Insurance Leaders

  • Two insurance industry experts, Joan Lamm-Tennant and Terri Vaughan, joined us for a fireside chat on a wide range of topics. The moderator for our dialogue was Brian Duperreault, Executive Chairman of AIG’s board and former Chief Executive Officer of AIG. This fireside chat focused on ways insurance companies can build resiliency, how the pandemic differs from other crises, the industry shift toward sustainability, and what return-to-work might look like.

    Sponsor: AIG

#ChooseToChallenge: Lessons in Leadership & Forging a New Way

  • A “go everywhere” fireside chat featuring Kristina Williams, President & CEO of Federal Home Loan Bank (FHLB) Des Moines, and Jeff Whitehead, Chief Investment Officer of Farm Bureau Financial Services. A challenged world is an engaged world and from challenge comes change and innovation. Kris and Jeff who are both passionate about building diverse and inclusive organizations, who also both happened to assume new leadership roles during the pandemic. shared a number of lessons and insights from their careers and what lies ahead in a post-pandemic world.

    Sponsors: CFA Society Iowa, FBL Financial

Trends and Opportunities in Insurance Asset Management

  • PIMCO’s CEO Emmanuel Roman and Maria Tarhanidis, MD and Head of Alternative Investments at Brighthouse Financial, participated in a live panel discussion to discuss a spectrum of top-of mind topics given the evolving landscape of 2020. Topics included how both firms incorporate diversity into their investment processes and measure success, how they’re thinking about ESG, as well as the future of the insurance and asset management industries.

    Sponsor: PIMCO

Importance of Mentoring

  • Panel discussion that included, former CIO of Amlin and qualified executive coach; Connie Anderson, AIG, Managing Director of Product Development and Solutions; Shirley Girling, Willis Towers Watson; and Adabel Asinugo, HDI Global SE, UK & Ireland, Head of Enterprise Risk Management. More than ever, it is important to ensure that you are investing in your career development. However, with usual channels to sourcing resources and networking closed due to COVID-19, how are you supposed to go about putting together your personal board of directors? The panel provided tangible tools and strategies to those who currently serve as mentors, both formally and informally. This included looking at mentoring from the perspective of both the mentor and mentee lens.

    Sponsor: ISC Group

Frontline View of the Markets: Navigating Volatility and the Path Forward

  • During the FHLB Insurance Day’s annual conference, IWIN featured a panel of investment experts from insurance companies and asset management for a timely discussion on their observations of the 2020 crisis and their views of the market from their role as portfolio managers in the fixed income markets. This event featured Karey Anderson, Portfolio Management of EMC Insurance, Liz Kleinerman, Portfolio Manager of Wellington Management, and Laura Beebe, IWIN Chair and Director of Investment Administration of FBL Financial.

    Sponsor: FHLB Bank Chicago

Storytelling with Insurance Industry Trailblazer, Terri Vaughan

  • Storytelling with insurance industry trailblazer, Terri Vaughan as Tom Swartwood, Entrepreneurship Fellow at Drake University, interviewed her. Terri shared stores and personal anecdotes ranging from her experience as NAIC Commissioner during the Great Financial Crisis, her board involvement, and models for how we can succeed in our careers.

    Sponsor: CFA Society Iowa

Economic and Career Perspectives with Chief Economist, Nancy Lazar, Cornerstone Macro

  • Fireside chat with Nancy Lazar, founder and Chief Economist of Cornerstone Macro, provided her latest market views including how she navigated her career and lessons she learned along the way

    Sponsor: Allstate Investments

Market Insights with Jeffrey Gunlach

  • WIIN network members were invited to attend DoubleLine’s event where founder, Jeffrey Gundlach provided his global macro overview and market insights on where to find value and avoid risks.

    Sponsor: DoubleLine

Being Heard in the Boardroom and Beyond

  • Welcoming remarks by Lisa Stange, Chief Investment Officer, Homesteaders Life Company, followed by a candid conversation with Diane Nordin, experienced board member and retired Partner at Wellington Management about her experiences serving on a variety of boards, the role investors are playing in encouraging board diversity, and how qualified women can become board ready.

    Sponsor: Principal Financial Group

  • Sharon Melnick, CEO of Horizon Point and author of Success Under Stress shared an introduction to her Next Level Leadership program. Sharon provided tangible tools and strategies that can help each of us who wants to go to the next level, do so. Sharon offers a six-month virtual coaching program for women across the insurance industry.

Strategies for Becoming a Next Level Leader

Building Capital: Career and Marketing Insights with Rachel Lord

  • An open discussion with Rachel Lord, Head of EMEA BlackRock, followed by a panel discussion with asset owners from the insurance industry. Panelists included Bal Nahl, Deputy Chief Investment Officer from Hiscox, Ingrid Neitsch, Head of Strategic Credit from Standard Life Aberdeen and Gareth Russell, Senior Investment Manager from Canopius, who shared their views of where the investment opportunities lie for insurance companies. The panel discussion was moderated by Wei Li, Head of EMEA Investment Strategy for BlackRock‘s ETF and Index Investments team.

    Sponsor: BlackRock

A Conversations with Howard Marks

  • An open discussion with Howard Marks, Co-Founder of Oaktree Capital Group LLC, moderated by Luba Nikulina, Global Head of Manager Research at Willis Towers Watson. Known for his effective communication style as much as his Fixed Income investment and risk management acumen, Howard shared how he develops his famous memos and his views on the current market environment.

    Sponsor: BlackRock

How to Be Heard in the Board Room and Beyond

  • Welcome toast by Joan Payden, Founder, President and CEO Payden & Rygel; Discussion with Julie Hill, Board of Directors Anthem Inc., Board of Directors Lord Abbett Family of Funds, Board of Directors UNYQ, Nominated Director for Qualcomm by Broadcom; led by Betsy Berkhemer-Credaire, CEO Berkhemer Clayton Retained Executive Search, Author of “The Board Game – How Smart Women Become Corporate Directors.”

The Path to Chief Investment Officer

  • Discussion led by Neeti Bhalla, Executive Vice President and Chief Investment Office for Liberty Mutual Insurance Group.

Breakfast and Networking

  • Conversation led by Linda Pace, Managing Director and Head of U.S. Structured Credit, The Carlyle Group.

How Data is Re-shaping Asset Management

  • Presenters included Jo Hannaford, Head of EMEA Federation Technology, Goldman Sachs; Richard Magrann-Wells, Executive Vice President Financial Institutions Group, Willis Towers Watson North America.

Risks and Opportunities: Fixed Income, Primate Markets, Infrastructure, ETFs and Index Investing

  • Opening Remarks by Barbara Novick, Vice Chairman, Founder and Head of Public Policy Steering Committee, BlackRock; followed by breakout sessions led by insurance investors and portfolio managers from IWIN member firms.

Luncheon & Networking

  • Attendees included participants from the following organizations: MassMutual Life Insurance Company; Meiji Yasuda Life Insurance Company; MetLife Insurance K.K.; The Carlyle Group; The Dai-ichi Mutual Life Insurance Company; The Gibraltar Life Insurance Co., Ltd.; The Prudential Life Insurance Company, Ltd.; Tokio Marine & Nichido Fire Insurance Co., Ltd.; Towers Watson K.K.; Wellington Management Japan PTE LTD.

Structured Securities: Recognizing the Opportunities

  • Panel Discussion including: Neil Hohmann, Structured Fixed Income Strategy Co-Manager, Brown Brothers Harriman; Dawn Yarne, Credit Research, Structured Fixed Income, Brown Brothers Harriman; Carolyn Natale, Fixed Income Credit Analyst, Wellington Management.

UK Referendum Vote

  • Panel Discussion including: Huw Pill, European Chief Economist, Goldman Sachs; Lord Chadlington, The Chadlington Consultancy (formerly CEO of Huntsworth); Michelle Di Leo, Director and Partner, Head of Public Affairs, Fleishman Hillard Fishburn; Mary O’Connor, CEO Financial Lines & Global Head of Financial Institutions Group, Willis Towers Watson (moderator).

Capital Market Dynamics

  • Panel Discussion including: Nancy Peterman, Shareholder, Greenberg Traurig; Natalie Burkart, Group Head of Investment Grade Research, Allstate Investments; Nizida Arriaga, Managing Director, Head of Due Diligence, Nuveen; Sandy Mullangi, Managing Director, Fixed Income Trading, PPM America; Susan Chung, Head of Global Strategy, Allstate Investments (moderator).

Global Real Estate: Thoughts on Portfolio Structure and Markets

  • Presenters included: Cathy Marcus, Global Chief Operating Officer, Prudential Real Estate Investors; Kelly Whitman, Vice President, Research, Prudential Real Estate Investors.

David Rubenstein, Unplugged

  • An open discussion with David Rubenstein, Co-Founder and Co- Chief Executive Officer of The Carlyle Group. Topics ranged from the market impact of the upcoming US Presidential elections to the Federal Reserve and interest rates.

The Changing Face of Global Insurance

  • Welcome remarks by Inga Beale, CEO, Lloyd’s; panel discussion including: Jayne Styles, Chief Investment Officer, Amlin; Ravi Rastogi, EMEA Leader, Insurance Investment Advisory Group; Mary Pryshlak, Global Industry Analyst, Insurance, Wellington Management; Jens Larsen, Macroanalyst, Wellington Management; Natasha Brook-Walters, Associate Director Fixed Income, Wellington Management.

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There are no upcoming events at this time.