Summary
Insurers have faced a rapidly evolving financial landscape shaped by ongoing market volatility, higher inflation, and the Fed's interest rate policies. While public fixed-income and equity markets continue to be core components of insurance portfolios, the current environment has driven insurers to seek alternative strategies. Private credit has taken center stage, offering promising opportunities for yield, diversification, and resilience in a time of uncertainty.
Join us for an insightful webinar featuring three leading experts from S&P Global and Clearwater Analytics as they delve into recent studies on insurance investments, including the intersection with private credit. Our panelists will provide insights from insurer balance sheets, trends in AUM among third-party asset managers, and the current private credit landscape. Whether you're a current investor or exploring new opportunities, this session promises valuable perspectives that you won't want to miss.
Speakers
Clearwater Analytics
Steve Doire
Clearwater Analytics
Strategic Platform and Client Advisor CFA, CPA, CPCU
S&P Global Market Intelligence
Tim Zawacki
S&P Global Market Intelligence
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.
S&P Dow Jones Indices
Richard Labelle
Senior Associate, Private Market Indices
Ricky LaBelle is a Senior Associate, Private Market Indices at S&P Dow Jones Indices (S&P DJI), where he covers private market indices.
Prior to joining S&P DJI in August 2022, Ricky worked in S&P Global Market Intelligence, joining through the merger with IHS Markit. While at IHS Markit, he supported the pricing, valuations, reference data and indices business in North America.
Ricky holds a Bachelor of Arts degree in economics from Bates College.
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.