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Summary
Managing investments in the insurance industry is always a complicated balance between profitability, liquidity, risk mitigation, and a complex regulatory landscape. Those challenges are compounded in today's high interest rate environment, often in a counterintuitive way. Join us for a discussion on both the challenges and how companies are responding, including:
- Higher for longer interest rates
- Exposure to commercial real estate
- The increase in alternative investments
Moderator
S&P Global Market Intelligence
Chris Winter
S&P Global Market Intelligence
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.
Speakers
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.
Brandon Conley
JP Morgan Asset Management | Global Insurance Solutions
CFA, Client Advisor
Theresa Veres
Western Asset Management Company
Portfolio Manager
Theresa M. Veres is a Portfolio Manager with Western Asset and has more than 34 years of experience.
Theresa M. Veres is a Portfolio Manager with Western Asset and has more than 34 years of experience.Theresa is dedicated to managing Insurance strategies which include capital efficient Bank Owned Life Insurance (BOLI) portfolios. Previously, Theresa served as Director and Portfolio Manager with Citigroup Asset Management and as Vice President with Salomon Brothers Inc.
Theresa holds a Bachelor of Science degree from Drexel University
Event Support