Summary
Join us for our inaugural Insurance Investments Symposium, a one-day event designed to provide deep insights into the evolving investment landscape for insurers. This conference brings together industry leaders and investment professionals to explore key trends, regulatory developments, and strategies shaping insurance portfolios.
Through expert-led panels, we’ll examine the role of public debt securities, private credit, leveraged loans, and ETFs in insurance investing, along with dedicated discussions on regulatory impacts. Industry experts will provide perspectives on market forces shaping investment decisions, including interest rates, inflation, and evolving risk considerations. In addition to the main sessions, interactive breakout discussions will focus on practical datasets and solutions to help you optimize your investments, mitigate risks, and uncover new opportunities.
With ample opportunities for networking and engaging with peers, this is a must-attend event for those looking to deepen industry connections, gain expert perspectives, and refine their investment strategy to drive insurance portfolio performance.
Who Should Attend
Insurance industry executives
(CEOs, CFOs, COOs, CIOs)
Investment and portfolio managers
overseeing insurance portfolios
Regulatory and risk management professionals
focused on insurance investments
Investment banking and private equity professionals
specializing in the insurance sector
Consultants and legal advisors
providing M&A and investment guidance to insurers
Business development and competitive intelligence professionals
driving strategic growth and market analysis in insurance
Agenda
*Agenda is subject to change.
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Thursday, October 9, 2025
Speakers
BlackRock
Joyce Choi
Head of Institutional Product Strategy
Sovos Booke
Jeff Clevinger
Education Director
Jeff Clevinger is Education Director at Sovos Booke and has been in the insurance industry for over 40 years. He began his career in the Audit Department at KPMG, working on the audits of several insurers. He served as Controller for Automobile Club Insurance Company, an AAA insurer. At Auto Club, Jeff oversaw Statutory and GAAP reporting and managed the short-term investment portfolio. Today, he is a Director at Sovos Booke, focusing on investment and actuarial topics. A CPA, Jeff graduated from Bowling Green State University, served in the Army National Guard, and is a former high school basketball official.
Lemonade Insurance
Scott Fischer
Head of Government Relations and General Counsel
Prior to joining Lemonade, Scott was a partner in the law firm of DLA Piper LLP (US) focusing on insurance regulatory matters. He returned to private practice after nearly a decade in service to the New York State Department of Financial Services. Scott spent several years as the Executive Deputy Superintendent for Insurance, leading DFS’s oversight of the thousands of insurance companies active in New York. In that capacity, he was actively involved in numerous NAIC committees, working groups and task forces. Immediately prior to the Executive Deputy role, Scott was the Special Deputy Superintendent for the New York Liquidation Bureau where he oversaw the liquidation of dozens of insolvent insurers and managed New York’s property/casualty guaranty funds which made hundreds of millions in claim payments annually.
Morgan Stanley Investment Management
Stephen Fitzsimmons
Executive Director, Insurance Solutions
Stephen Fitzsimmons is a member of Insurance Solutions within Morgan Stanley Investment Management. He has experience managing multi-sector investment portfolios in support of Life, P&C and Health insurance liabilities. He was a Director and portfolio manager at Conning for the better part of a decade followed by time as a Portfolio Manager at Resolution Life where he helped optimize insurance investment portfolios and supported M&A and reinsurance transactions.
Stephen has over ten years of insurance asset management experience. Stephen earned a B.A. in Economics from the University of Connecticut.
S&P Dow Jones Indices
Anu R. Ganti, CFA
Senior Director, Head of U.S. Index Investment Strategy
Anu R. Ganti is Senior Director and Head of U.S. Index Investment Strategy at S&P Dow Jones Indices (S&P DJI). The index investment strategy team provides research and commentary on the entire S&P DJI product set, including U.S. and global equities, thematics, commodities, fixed income and sustainability indices. She is also a frequent contributor to both print and broadcast media outlets.
Prior to joining S&P DJI, Anu worked in the asset management space, completing a post-MBA rotational program at Russell Investments within their fixed income research and trading divisions and working as a portfolio manager focusing on emerging market equities at Parametric Portfolio Associates (part of Morgan Stanley Investment Management).
Anu is a CFA charterholder and holds an MBA in finance and economics from Columbia Business School, and a bachelor’s degree in finance and marketing from NYU’s Stern School of Business.
S&P Global Ratings
Anika Getubig
Director, North America Financial Services Ratings
Anika Getubig is a Director with S&P Global Ratings Financial Services Ratings Group, based in New York. She is involved in all aspects of the analytical process related to issuing financial strength ratings on companies in the life and health insurance sectors. Prior to joining the North American Insurance group, Anika worked at McGladrey LLP where she completed comprehensive valuations including purchase price allocations and fair market valuations for financial reporting purposes. Before joining McGladrey, Anika worked for the investment management arm of John Hancock providing fiduciary oversight of the John Hancock Pension. Anika graduated with a Masters of Business Administration from Boston College and a Bachelors of Science in Management Information Systems from Ateneode Manila.
S&P Global Ratings
Paul Gruenwald
Global Chief Economist
Paul Gruenwald is the Global Chief Economist at S&P Global Ratings based in New York. He leads the economic research agenda and serves as the primary spokesperson on macro-economic matters for the company.
Before joining S&P Global Ratings in 2013, Paul spent almost five years at the Australia and New Zealand Banking Group (ANZ) as the Asia Pacific Chief Economist, where he was responsible for helping set and direct ANZ’s Asian and global economic research agenda, as well as building the bank’s economic research efforts and profile in the region. Previously, Paul worked at the International MonetaryFund(IMF) for nearly 16 years, where he led the team producing the IMF’s Asian regional outlook reports. He was also the IMF Resident Representative to Hong Kong and Korea, the Deputy Chief of the China Division, and did considerable work on both public (Paris Club) and private (London Club) debt restructuring issues.
Paul has a Ph.D. in Economics from Columbia University and a bachelor’s degree in Economics/Mathematics from the University of Texas.
State of Wisconsin
Nathan Houdek
Commissioner of Insurance
Nathan Houdek has served as Commissioner of Insurance for the State of Wisconsin since his appointment by Governor Tony Evers in January 2022. He previously served as Deputy Commissioner of Insurance for three years under former Commissioner Mark Afable.
Commissioner Houdek serves as the state's chief regulator of insurance and oversees the operations of the Office of the Commissioner of Insurance. He is also vice chair of the state Group Insurance Board and a board member of the Wisconsin Insurance Security Fund, the state's guaranty fund.
As a member of the National Association of Insurance Commissioners (NAIC), Commissioner Houdek currently serves as chair of the Financial Condition (E) Committee, and as a member of the Life Insurance and Annuities (A) Committee, the International Insurance Relations (G) Committee, and various task forces and working groups. He is also vice chair of the Governance Committee of the Interstate Insurance Product Regulation Commission.
Having spent over 20 years working in state legislative and regulatory affairs, Commissioner Houdek has extensive experience finding solutions to complex public policy and regulatory challenges across all lines of insurance. He has held several senior-level roles in the public and private sectors, including serving as a principal at one of Wisconsin's largest public affairs and business consulting firms and as chief of staff to a former minority leader in the Wisconsin State Senate.
Commissioner Houdek grew up in northern Wisconsin and earned his BA and MBA degrees from the University of Wisconsin-Madison.
Prudential Financial
Husnu Kipcak
Investment Senior Vice President
Brookfield
Roger Kramer
Managing Director, Credit
The Guardian Life Insurance Company of America
Nick Liolis
Chief Investment Officer
S&P Global Ratings
Carmi Margalit
Managing Director and Life Insurance Sector Lead
Carmi Margalit is Managing Director and the Life Insurance Sector Lead for the North American Financial Services Ratings group. Carmi leads the group’s research, commentary and analytical outreach efforts on life insurance. He serves as the subject matter expert on life and annuities in North America and is one of the primary voices of S&P Global’sinteractions with the market in the sector. He directly covers a portfolio of high profile life insurers and follows the entire sector very closely.
Prior to his current role, Carmi was the analytical manager of the life and health insurance team; he was an analyst on the life team and in the structured finance group before that.
Carmi is a Chartered Financial Analyst, holds an M.B.A. from Columbia Business School and a B.A. in industrial engineering from the Tel Aviv University.
Bermuda Monetary Authority
Peter Mason
Deputy Director, Supervision (Insurance)
Peter Mason is a Deputy Director in Supervision (Insurance) at the Bermuda Monetary Authority (Authority or BMA) responsible for leading teams undertaking risk-based supervision of long-term regulated entities in the insurance sector. He is a lead in the supervision of asset-liability matching (ALM) and derivatives and assists in the development of guidance and requirements in these areas as well as supervision of the Scenario Based Approach (SBA) more generally. Mr. Mason is also a lead in the supervision of UK Pension Risk Transfer (PRT) reinsurance transactions with a focus on asset-intensive reinsurance practices and safeguards.
Before joining the BMA, Mr. Mason spent more than 10 years working with private credit modelling, derivatives, ALM and hedging strategies, on the buy-side within the UK PRT industry and the sell-side with a European investment bank.
Mr. Mason is a Fellow of the Institute and Faculty of Actuaries and a Certified Enterprise Risk Actuary.
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S&P Global Market Intelligence
Tom Mason
Principal Analyst
Tom Mason is a principal quantitative research analyst for S&P Global Market Intelligence focused on the financial services sector, an industry he has covered for over a decade. Part data scientist, part subject matter expert, he helps clients automate their workflows through A.I. and machine learning, and offers his data-driven research insights on the industry to clients and the press.
MetLife Investment Management
Kerry O’Brien
Global Head of Insurance Asset Management and Liability Solutions
Kerry O’Brien is global head of Insurance Asset Management and Liability Solutions for MetLife Investment Management (MIM). She is responsible for the execution of investment strategies for the MetLife general account, helping drive growth in MIM’s third party insurance client channel as well as working with teams to drive liability solutions across other client segments.
Prior to joining MIM in December 2024, Kerry served as head of insurance at Insight Investments, a subsidiary of BNY. Prior to Insight Investments, Kerry was a portfolio manager and Head of Emerging Markets and Sovereign Credit at AIG. In her over 35 years of experience, she has also held senior positions at SwissRe, Munich Re Capital Management, and Dreyfus.
Kerry earned an M.B.A in Finance from Hofstra University and a B.S. in Business Administration from LeMoyne College.
S&P Global Ratings
Megan O’Dowd
Associate Director
Megan O’Dowd is an Associate Director at S&P Global Ratings and primary analyst covering a diverse portfolio of credits including property-casualty, title, multi-line, bond, and insurance services.
Prior to joining S&P in 2021, Megan worked at AXIS Capital, where she focused on financial planning and analysis for the reinsurance segment. Before joining AXIS Capital, Megan worked at Willis Re as an analyst on the Financial Advisory & Strategy team where she prepared industry research and advised clients on capital management in relation to AM Best ratings.
Megan received her undergraduate degree in Finance and Risk Management & Insurance from Saint Joseph’s University in Philadelphia.
PineBridge Investments
Steven Oh
Global Head of Credit and Fixed Income
S&P Global Market Intelligence
Michael Patton
Vice President, Data & Research
Michael Patton is a senior director within Data Management Solutions global product management team at S&P Global Market Intelligence, overseeing various quantitative datasets, including its Global Earnings Estimates, Ownership, Transactions and Transcripts business. He is responsible for the overall maintenance of each of these product offerings, as well as a continued focus to uncover new growth opportunities in the marketplace. He is also actively involved in many of the company’s strategic partnerships.
Prior to joining S&P Global Market Intelligence in early 2008, Mr. Patton was a Sales Executive at the Bank of New York, where he sold independent research to institutional clients across the Northeast and Southwest regions. Mr. Patton began his financial career at Thomson Financial where. During his stay, he held various sales roles including managing large institutional accounts throughout North America.
Mr. Patton holds a B.A. from the University of Michigan.
SLC Management
Louis Pelosi
Managing Director, Client Solutions
S&P Dow Jones Indices
Eric Pettinelli
Fixed Income Specialist, Index Investment Strategy
Eric Pettinelli is Fixed Income Specialist, Index Investment Strategy at S&P Dow Jones Indices (S&P DJI). The Index Investment Strategy team provides research and commentary on the entire S&P DJI product set, including U.S. and global equities, commodities, fixed income and economic indices.
Prior to joining S&P DJI in 2025, Eric worked at KBRA, where he rated fund finance private credit transactions. Eric previously worked in esoteric asset-backed securities at S&P Global Ratings and Corporate and Investment Banking at BNP Paribas.
Eric holds an MBA from Rutgers Business School and a Bachelor of Science with honors from Rutgers University.
Horizon Blue Cross Blue Shield
Sam Pollack
Investment Analyst
F&G Annuities & Life, Inc.
Leena Punjabi
Executive Vice President and Chief Investment Officer
Leena Punjabi has served as the Chief Investment Officer at F&G Annuities & Life since January 2021. In her role, she is responsible for leading the investment team; setting the investment strategy for, & oversight of, the investment portfolio. As an Executive Vice President, and a member of the Leadership Team, she is also responsible for the strategic direction of the organization. Leena joined F&G in July 2019 as Vice President, Asset Management.
Prior to joining F&G she was a Senior Principal in the New York office of Mercer’s wealth business and was instrumental in building their insurance investments practice in the US.
Over her two decades as an investment professional, she has provided the firms she worked with and her clients with innovative, research-backed recommendations to improve their investment outcomes. Her expertise spans the full range of the institutional investment cycle, from establishing governance structures and defining investment policy to building stakeholder consensus and implementing investment programs.
Prior to joining Mercer, Leena was an investment advisor with HDFC Bank.
She serves on the Board of Willie May Rock Camp, a not-for-profit organization that provides a range of interdisciplinary programs focused on music technology for historically underrepresented BIPOC students. Leena is also on the Boards of Specialty Lending Company LLC, a majority owned portfolio company of Blackstone Credit, and Origin8Cares, a technology driven life insurance company.
Leena holds an MS in accounting from Baruch College, City University of NY and an MBA in marketing from Mumbai University. Leena is a CFA® charter holder and a member of the CFA Institute and New York Society of Security Analysts.
S&P Dow Jones Indices
Kelsey Stokes
Head of Financial Institutions Sales, Americas
Kelsey Stokes is Head of Financial Institutions Sales, Americas at S&P Dow Jones Indices (S&P DJI). The insurance sales team works with insurance carriers, product design groups, banks, IMOs and other parts of the insurance ecosystem to understand the market’s needs and deliver the iconic and innovative S&P DJI indexing franchise.
Previously, Kelsey held roles in both sales and marketing at S&P DJI, where she worked closely with insurance carriers to identify new multi-asset indices best suited to their needs and support their education and distribution efforts. Before joining S&P DJI, she led equity and alternative index derivatives marketing globally for CME Group.
Kelsey graduated Summa Cum Laude with a Bachelor of Science degree in journalism from Northwestern University and holds an MBA from Northwestern University’s Kellogg School of Management.
Risk & Regulatory Consulting
Edward Toy
Investment Specialist/Practice Lead – Investments
S&P Global Market Intelligence
Chris Winter
Associate Director, Insurance
Chris Winter is the North America Insurance solutions lead for S&P Global Market Intelligence. In this role, Chris helps insurance clients utilize the full suite of solutions offered by S&P, such as financial data, credit risk solutions, data feeds, and more, while specializing in the NAIC Statutory and Rate Filings products. He holds a Bachelor of Arts in History and English from the University of Virginia and an MBA from the College of William & Mary.
State Street Investment Management
Ben Woloshin
Managing Director, Head of Insurance
Ben Woloshin is Managing Director and Head of Insurance at State Street Global Advisors. He is responsible for fostering the adoption of the SPDR platform within the U.S. Insurance marketplace. Ben is passionate about the ETF ecosystem and believes that they are an efficient tool in optimizing desired portfolio outcomes. His global financial services career has included senior leadership roles in asset management and insurance focusing on business development and product innovation. Ben is a graduate of Loyola University in Chicago with an A.B. in History and is FINRA Series 7,63 & 24 registered.
S&P Global Market Intelligence
Tim Zawacki
Insurance Sector Strategist
Tim Zawacki is a principal research analyst covering the U.S. insurance industry for S&P Global Market Intelligence.
He has covered the insurance industry in various capacities since joining SNL Financial in 1999. Based in Charlottesville, VA, Timauthors the annual US P&C Market Report,US Life and Annuity Market Report and various other thought leadership providing historical context and forward-looking outlooks regarding key industry trends and developments at the line of business level.
Tim has also published numerous articles and research on M&A activity in the property and casualty and life and health insurance sectors, focused on trends in the underwriting and distribution sides of the business.
Tim is a 1999 graduate of the University of Virginia.
AllianceBernstein
Gary Zhu
Deputy Chief Investment Officer—Insurance
Pricing
Registration Fees:
Current clients include any firm that currently subscribes to products/services offered by S&P Global Market Intelligence, excluding other conferences and training classes.
Venue
Ease Hospitality
1345 Avenue of the Americas
New York, NY 10105