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Summary
In 2025, insurance investment portfolios face a shifting landscape marked by heightened market volatility, evolving regulatory pressures, and emerging risks such as economic uncertainty, shifting asset valuations, and the increased prevalence of more complex, less liquid assets. Join us for a discussion on how insurers are adapting their investment strategies to navigate uncertainty, uncover growth opportunities, and stay informed on the most recent market trends.
Topics of discussion will include:
- Key market trends impacting investment portfolios in the insurance sector
- Emerging risks and potential opportunities for insurers
- Strategies for optimizing investment performance amid volatility
Speakers
S&P Dow Jones Indices
Kelsey Stokes
S&P Dow Jones Indices
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.
S&P Global Market Intelligence
Tim Zawacki
S&P Global Market Intelligence
Head of Financial Institutions Research
Tim Zawacki is Head of Financial Institutions Research and Lead North American Insurance Analyst at S&P Global Market Intelligence, where he oversees a team of analysts producing data-driven research across the banking, fintech, and property and casualty, life, and health insurance sectors.
A widely recognized voice in the insurance industry, Tim brings nearly three decades of continuous coverage to bear on the structural forces reshaping insurance markets — from balance-sheet transformation and the accelerating influence of private capital, to the evolving intersection of sustainability and risk transfer, and the wave of consolidation redefining competitive dynamics across every segment of the industry.
A sought-after thought leader, Tim is a frequent speaker at major insurance industry events, where he is known for translating complex regulatory, financial, and strategic developments into clear, actionable perspective. His analysis and commentary are regularly cited in prominent business publications and news outlets, and he is regularly called upon by journalists, executives, and policymakers seeking authoritative views on the forces driving industry change.
Tim previously served as Principal Research Analyst and Insurance Sector Strategist at S&P Global Market Intelligence, roles in which he developed the firm's flagship insurance research franchise and established its reputation for rigorous, data-intensive analysis rooted in NAIC statutory filings. In these capacities he built out coverage across all major insurance lines, originating research on underwriting performance, investment portfolio construction, regulatory developments, and emerging structural trends that has informed the strategies of insurers, investors, and advisors across the market.
Prior to the 2015 acquisition of SNL Financial by S&P Global, Tim spent more than a decade at SNL building deep expertise at the intersection of insurance, financial services, and capital markets, helping to establish the firm’s statutory financial coverage and chronicling the rise, fall and rebirth of the securitization market through the global financial crisis.
He is a 1999 graduate of the University of Virginia.
Questions?
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