Insuring the Future: Insurance Investment Summit
May. 12 - 13, 2026
Registration Closes:May. 13, 2026
Location:140 Broadway, New York, NY 10005
“A very strong seminar that facilitated discussion of important topics. Our industry needs more of these discussions.” – 2025 summit attendee
The world of insurance asset management is rapidly evolving. Make sure you are staying ahead—join us at Insuring the Future: Insurance Investment Summit, a premier event for insurance investment professionals. Featuring top-notch speakers and multiple networking opportunities, this event will offer an unparalleled opportunity to explore the rapidly transforming landscape of insurance asset management.
David Golub, president of Golub Capital, will headline our keynote session. He’ll explore the latest trends and innovations in asset allocation and risk management with a particular focus on Golub Capital’s expertise in private credit, providing executives with the foresight needed to adapt and thrive in an increasingly complex market.
Who Should Attend? Investment actuaries, asset managers, insurance executives, regulators, and other investment industry professionals.
Broaden your expertise and build valuable connections—register today.
New for 2026: Pre-summit Sessions
Enhance your experience by adding our new pre-summit sessions when you register. These sessions are tailored for actuaries who excel on the liability side but want to level up their asset knowledge—perfect for building a well-rounded skill set in today’s investment-driven insurance landscape. You’ll earn valuable continuing education credits while gaining tools to enhance your modeling, risk assessment, and regulatory compliance skills, all in a convenient half-day format before the main event starts.
When registering, be sure to add both the pre-summit sessions and the summit to maximize your experience.
Agenda at a Glance
Agenda is subject to change. All times in Eastern.
May 12: Pre-Summit
CE Session 1: Demystifying Insurance Investment Portfolios (8:30 to 9:20 a.m.)
Dive into the core of what makes up a modern life insurer’s investment portfolio. This session provides a clear overview of traditional asset classes—like corporate and sovereign bonds, structured securities (MBS, CMBS, CLOs, ABS), mortgages, equities, and derivatives—alongside emerging opportunities such as private credit, asset-backed finance, rated feeder notes, and private equity partnerships. You’ll gain a practical understanding of how these assets support long-duration liabilities, helping you connect the dots between investments and actuarial work.
May 12: Pre-Summit
CE Session 2: Asset Modeling Essentials for Actuaries (9:30 to 10:20 a.m.)
Build confidence in projecting asset cash flows, book and market values, and investment income across key asset classes. This foundational session introduces core modeling techniques, common assumptions (e.g., prepayments, defaults, reinvestment strategies), and best practices for integrating asset projections with liability models. Learn how to incorporate externally generated cash flows (e.g., from asset managers) into your systems, equipping you to produce more robust and accurate projections in your daily work.
May 12: Pre-Summit
CE Session 3: Navigating Key Regulatory Guidelines: AG 53 and AG 55 (10:30 to 11:20 a.m.)
Get up to speed on two critical actuarial guidelines that impact asset-related reporting and testing. Explore AG 53’s requirements for modeling complex assets and AG 55’s new asset adequacy testing for asset-intensive reinsurance, including common cross-border structures. This session highlights practical implications for compliance and risk management, with insights into how these guidelines influence investment strategies and policyholder protection.
May 12: Pre-Summit
CE Open Q&A and Closing Remarks (11:20 to 11:40 a.m.)
Wrap up with an interactive Q&A drawing from all sessions, plus key takeaways to apply immediately in your role.
May 12: Summit
CE Keynote Luncheon: Strategic Investment Insights for Insurance Leaders (Noon to 1 p.m.)
In this keynote session, David Golub, President of Golub Capital, will share key insights into the evolving investment landscape for insurance companies. As the global economy shifts and new opportunities arise, the investment strategies that once defined the industry are being reshaped. This discussion will explore the latest trends and innovations in asset allocation and risk management with a particular focus on Golub Capital’s expertise in private credit, providing executives with the foresight needed to adapt and thrive in an increasingly complex market.
Key takeaways include:
- Uncovering high-impact investment opportunities for insurance companies
- Partnering between insurance companies and asset managers
- Managing volatility and navigating economic uncertainties with resilience
This session will offer strategic insights to help insurance leaders refine their investment strategies and make informed decisions for long-term growth and stability.
Moderated by Stewart Foley, CFA, Managing Partner and Editor-In-Chief of the Insurance AUM Journal.
May 12: Summit
Structured Credit: What You Need to Know Now and in the Future (1:15 to 2:15 p.m.)
Panelists
- Brian Manczak. Chief Investment Officer, Jackson National Life Insurance Company
- Philip Sherrill, Global Head of Insurance, Blackstone Credit and Insurance
- Stephen Smith, MAAA, FSA, CFA, CIO of Insurance Investments, Neuberger Berman
- Theresa M. Resnick, MAAA, FSA, Life Practice Council Investment Analysis Subcommittee Member
May 12: Summit
Private Credit at Scale: Managing Complexity, Liquidity, and Regulatory Change (2:45 to 3:45 p.m.)
The private credit market has evolved from a niche alternative investment to an established mainstream asset class, now representing total global assets of $2.5 trillion. U.S. life insurers have been significant participants in this market for an extended period. Recently, there has been significant growth and advancement beyond traditional direct lending, with emerging approaches such as asset-backed finance, NAV lending, and other specialized strategies. These developments have provided life insurers with more sophisticated and tailored solutions. As insurers continue to implement these strategies, it is imperative that they remain vigilant regarding emerging risks and challenges associated with their allocations. This session will address topics including the expansion of secondary markets and their impact on liquidity; rating agency due diligence and regulatory initiatives aimed at upholding underwriting standards; technological requirements for tracking risk exposures, managing valuation complexities, overseeing covenant governance, and ensuring compliance with regulatory guidelines. Additionally, potential future changes to NAIC reporting for monitoring private exposures, PBBD processes, and adjustments to RBC C-1 asset charges will be discussed.
Panelists
- Chris Gudmastad, CFA, Loomis, Sayles & Co.
- Christine Husted, Vice President, Head of Investments, Everlake Life
- Michael Pagano, Apollo Global Management, Inc.
Moderator
- Stewart Foley, CFA, Managing Partner and Editor-In-Chief of the Insurance AUM Journal
May 12: Summit
Reinsurance Structures and Investment Considerations (4 to 5 p.m.)
This panel will examine how reinsurance structures and insurance regulatory requirements shape the investment strategies and asset classes that can be deployed in the management of reinsurance collateral. Panelists will discuss how common structures influence portfolio construction and where the market may be heading. The discussion will highlight practical trade-offs and relevant considerations from the perspectives of insurers, reinsurers, and asset managers.
Panelists
- Lara Devieux, Managing Director Capital Solutions, General Atlantic
- Jenna Jenson, Vice President, Managing Counsel of Investments, Thrivent Financial
- Bingjie Li, Managing Director, Ares Insurance Solutions
Moderator
- Jared Wilner, Mayer Brown
May 12: Summit
Cocktail Hour (5 to 6 p.m.)
Connect with fellow attendees during our cocktail hour.
May 13: Summit
Actuaries and Investment Managers: A Strategic Partnership (8 to 9 a.m.)
This panel examines the evolving partnership between actuaries and investment managers in shaping investment strategy, managing risk-adjusted returns, and ensuring long-term financial resilience. Panelists will discuss actuarial and investment insights from a variety of angles and will highlight practical insights on collaboration, governance, and decision-making aimed at strengthening financial resilience and long-term value creation for insurers.
Panelists
- Akhil Bansal, Head, Asset-Backed Finance, Carlyle Global Credit
- Jeffrey Mouro, CFA, CIO, FortitudeRE
- Art Wallace, MAAA, FSA, CFA, 26North
- Ross Zilber, MAAA, FSA, TransAmerica
Moderator
- Alan Newsome, MAAA, FSA, VP, Finance Business Partner – Investments, Fortitude Re
May 13: Summit
Ratings, Returns, and Risk: How Portfolio Shifts are Reshaping Life Insurer Investments (9:15 to 10:15 a.m.)
U.S. life insurers have in recent years been shifting their investment portfolios away from: (a) public bonds with public ratings to private securities with private ratings; (b) corporate bonds to structured finance securities; and (c) their own balance sheets to offshore reinsurance. These shifts impact portfolio yields, diversification, liquidity, asset-liability management, transparency, and leverage. This panel will discuss the risk and return implications of these portfolio shifts, along with the underlying market and regulatory incentives driving these trends.
Panelists
- Aaron Sarfatti, Strategic Advisor, TransAmerica
- Nikil Kannan, Deputy Chief Investment Officer, Martello RE
- Andrew Payne, Corebridge
Moderator
- Richard Cantor, Vice Chairman, Moody’s Investors Service
May 13: Summit
Regulator Insight and Response to Evolving Investment Management Landscape (10:30 a.m. to Noon)
As the investment management landscape rapidly evolves, shaped by innovative financial instruments and shifting economic conditions, regulators are under increasing pressure to respond effectively. This session offers a deep dive into the minds of regulators, providing attendees with an understanding of how and why regulatory bodies are adapting to new market realities. Experts will examine the ways in which investment managers are reshaping the industry and discuss potential future regulatory actions that may arise as these trends continue. Attendees will gain invaluable insights into how regulators anticipate changes, respond to emerging opportunities, and craft policies that balance innovation with risk management. By understanding these regulatory responses, investment managers can better navigate upcoming shifts and remain compliant in a rapidly changing environment.
Panelists
- Fred Andersen, MAAA, FSA, Minnesota Department of Insurance
- Nathan Houdek, Commissioner of Insurance, State of Wisconsin
Moderator
- Rhonda K. Ahrens, MAAA FSA, Life Practice Council Investment Analysis Subcommittee Member
REGISTRATION FEES
| Member | Nonmember | |
| Early (Before April 3) | $900 | $1,250 |
| Regular (After April 3) | $1,100 | $1,450 |
| Pre-summit Sessions | $200 | $250 |
VENUE AND HOTELS
Insuring the Future: Insurance Investment Summit will be held at 140 Broadway in New York, NY. This conveniently located conference center, located in Lower Manhattan, is easily accessible—just a one-minute walkto the Wall Street subway stop, 20 minutes to Penn Station, and 15 minutes away from Grand Central Terminal and Port Authority Bus Terminal.
The Academy has secured a special rate for summit attendees at two nearby hotels:
| Holiday Inn Wall Street | 51 Nassau Street New York, New York 10038 Rate: $339/Night This hotel is 0.1 Miles from the venue—a two-minute walk away. | BOOK YOUR ROOM |
| Hotel Indigo Wall Street | 120 Water Street New York, New York 10005 Room Rate: $429/night This hotel is also conveniently located—just 0.3 miles from the venue. | BOOK YOUR ROOM |
SPONSORSHIP
Information about sponsoring this conference is available here.
CE CREDIT
The American Academy of Actuaries believes in good faith that your attendance at “Insuring the Future: Insurance Investment Summit” may constitute relevant continuing education and an organized activity as defined under the current Qualification Standards for Actuaries Issuing Statements of Actuarial Opinion in the United States depending upon your area of practice. Under the U.S. Qualification Standards, an hour of continuing education is defined as 50 minutes, and fractions of an hour may be counted.
CANCELLATION POLICY
If you need to cancel your registration, the Academy will refund the registration fee, minus $100 for administrative fees, for cancellations received by April 12. No refunds will be given for cancellations received after this date. All requests for cancellation or transferring your registration must be made in writing by email to education@actuary.org.
QUESTIONS
For more information, please contact education@actuary.org.
SPONSORS
Barings is a $481+ billion* global asset management firm that partners with institutional, insurance, and intermediary clients, and supports leading businesses with flexible financing solutions. The firm, a subsidiary of MassMutual, seeks to deliver excess returns by leveraging its global scale and capabilities across public and private markets in fixed income, real assets and capital solutions. Learn more at www.Barings.com.
*As of December 31, 2025
HSBC Asset Management is the asset management arm of HSBC Holdings plc, with a strategy to ‘open a world of opportunity’ for our clients by providing market leading investment solutions.
HSBC Asset Management has been engaged in investment management services since 1973. In 1994, HSBC Asset Management was established when HSBC’s regional asset management companies were brought together into a single global asset management business, offering investment capabilities to retail, corporate, institutional and sovereign clients worldwide. Today, HSBC Asset Management is a major global investment firm managing assets totaling USD864 billion at the end of September 2025.
HSBC Asset Management employs over 3,000 staff in over 20 countries and is well placed to provide a globally-consistent, disciplined, investment process across our major capabilities which draws on the local knowledge and expertise of our team of over 650 investment professionals around the world. We fully connect all our local investment teams to the global investment platform for each of our major capabilities. HSBC Asset Management is a key component of the HSBC Group’s future growth ambitions.