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Summary
As insurers look ahead to 2026, investment strategies are being shaped by shifting macro conditions, evolving interest rate expectations, and an ever-growing role for private markets in portfolio construction.
In this webinar, industry experts will discuss the trends influencing insurance investment decisions, examine how insurers are balancing public and private allocations, and explore where opportunities and risks may emerge.
Topics include:
- Macro and market trends shaping insurance portfolios in 2026
- The evolving role of private markets and private credit in insurer allocations
- Risk considerations, liquidity management, and portfolio positioning insights
Speakers
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.
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.
Wellington Management
Amar Reganti
Fixed Income and Global Insurance Strategist
As a fixed income and global insurance strategist, Amar works closely with Wellington clients and investors on fixed income allocations, market dynamics, and strategies. He is the publisher of Wellington’s Fixed Income Monthly Drivers and Observations and has over two decades of experience in fixed income markets in both the public and private sectors. He serves as the external representative on the United Nations Development Fund’s investment committee.
Prior to joining Wellington Management in 2018, Amar worked as a strategist at Grantham Mayo Van Otterloo in fixed income and asset allocation. Previously, he served as the deputy director of the Office of Debt Management at the US Treasury Department (2011 – 2015). He also held roles in fixed income markets as an investment-grade portfolio manager at UBS Global Asset Management (2008 – 2011), a fixed income derivatives solutions strategist at Merrill Lynch (2006 – 2008), and a credit analyst at UBS Investment Bank (2000 – 2003).
Amar has an MBA from the University of Chicago Booth School of Business (2006), a master of science in European political economy from the London School of Economics and Political Science (2000), and a bachelor of arts from Vassar College (1999).
Coverys
Nico Santini
Chief Investment Officer
Nico leads Coverys’ investment policy, strategic asset allocation, portfolio management, and risk oversight, as well as the investment accounting group. He partners with enterprise leadership on strategic planning and capital-aware investment decision-making in support of Coverys’ insurance operating objectives.
With more than 25 years of experience in insurance asset management, Nico previously served as Chief Investment Officer of publicly traded Pro Sight Specialty Insurance before being bought by private equity and renamed Coaction Specialty Insurance. Earlier in his career, he spent over two decades at New England Asset Management (a Berkshire Hathaway company), with experience spanning quantitative analysis, fixed income trading, and portfolio management.
Nico holds a B.S. from Bryant University, an MBA from the University of Connecticut, and is a CFA charterholder.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.