Being Heard in the Boardroom and Beyond
Des Moines, IA - 30 November 2018
It is widely recognized that companies and organizations led by diversified boards perform better than those with less diversity. We are even beginning to see regulatory action being taken by some states, requiring boards to include at least one woman by the end of 2019. Please join us for a candid conversation with Diane Nordin, experienced board member and retired Partner at Wellington Management, about her experiences serving on a variety of boards, the role investors are playing in encouraging board diversity, and how qualified women can become board-ready. Welcoming remarks will be made by Lisa Stange, Chief Investment Officer, Homesteaders Life Company.
Strategies for Becoming a Next Level Leader
New York - 22 October 2018
Sharon Melnick, CEO of Horizon Point and author of Success Under Stress shared an introduction to her Next Level Leadership program. Sharon provided tangible tools and strategies that can help each of us who wants to go to the next level, do so. Sharon offers a six-month virtual coaching program for women across the insurance industry.
Building Capital: Career and Marketing Insights with Rachel Lord
London – 14 September 2018
An open discussion with Rachel Lord, Head of EMEA BlackRock, followed by a panel discussion with asset owners from the insurance industry. Panelists included Bal Nahl, Deputy Chief Investment Officer from Hiscox, Ingrid Neitsch, Head of Strategic Credit from Standard Life Aberdeen and Gareth Russell, Senior Investment Manager from Canopius, who shared their views of where the investment opportunities lie for insurance companies. The panel discussion was moderated by Wei Li, Head of EMEA Investment Strategy for BlackRock‘s ETF and Index Investments team.
In Conversation with
Howard Marks
London – 25 April 2018
An open discussion with Howard Marks,
Co-Founder of Oaktree Capital Group LLC, moderated by Luba
Nikulina, Global Head of Manager Research at Willis Towers
Watson. Known for his effective communication style as
much as his Fixed Income investment and risk management
acumen, Howard shared how he develops his famous Memos
and his views on the current market environment.
How to Be Heard in the Board Room and
Beyond
Los Angeles – March 2018
Welcome toast by Joan Payden, Founder,
President and CEO Payden & Rygel; Discussion with
Julie Hill, Board of Directors Anthem Inc., Board of
Directors Lord Abbett Family of Funds, Board of Directors
UNYQ, Nominated Director for Qualcomm by Broadcom; led by
Betsy Berkhemer-Credaire, CEO Berkhemer Clayton Retained
Executive Search, Author of “The Board Game – How Smart
Women Become Corporate Directors”
The Path to CIO
Boston – November 2017
Discussion led by Neeti Bhalla,
Executive Vice President and Chief Investment Office for
Liberty Mutual Insurance Group.
Breakfast & Networking
Tokyo – November 2017
Conversation led by Linda Pace,
Managing Director and Head of U.S. Structured Credit, The
Carlyle Group.
How data is re-shaping asset management
London – July 2017
Presenters included Jo Hannaford, Head
of EMEA Federation Technology, Goldman Sachs; Richard
Magrann-Wells, Executive Vice President Financial
Institutions Group, Willis Towers Watson North America.
Risks and Opportunities: Fixed Income,
Private Markets, Infrastructure, ETFs and Index Investing
New York – March 2017
Opening Remarks by Barbara Novick, Vice
Chairman, Founder and Head of Public Policy Steering
Committee, BlackRock; followed by breakout sessions led by
insurance investors and portfolio managers from IWIN
member firms.
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Structured Securities:
Recognizing the Opportunities
Boston – June 2016
Panel Discussion including: Neil
Hohmann, Structured Fixed Income Strategy Co-Manager,
Brown Brothers Harriman; Dawn Yarne, Credit Research,
Structured Fixed Income, Brown Brothers Harriman; Carolyn
Natale, Fixed Income Credit Analyst, Wellington Management
UK Referendum Vote
London – June 2016
Panel Discussion including: Huw Pill,
European Chief Economist, Goldman Sachs; Lord Chadlington,
The Chadlington Consultancy (formerly CEO of Huntsworth);
Michelle Di Leo, Director and Partner, Head of Public
Affairs, Fleishman Hillard Fishburn; Mary O’Connor, CEO
Financial Lines & Global Head of Financial
Institutions Group, Willis Towers Watson (moderator)
Capital Market Dynamics
Chicago – May 2016
Panel Discussion including: Nancy
Peterman, Shareholder, Greenberg Traurig; Natalie
Burkart, Group Head of Investment Grade Research,
Allstate Investments; Nizida Arriaga, Managing
Director, Head of Due Diligence, Nuveen; Sandy
Mullangi, Managing Director, Fixed Income Trading, PPM
America; Susan Chung, Head of Global Strategy,
Allstate Investments (moderator)
Global Real Estate: Thoughts on
Portfolio Structure and Markets
New York – March 2016
Presenters included: Cathy Marcus,
Global Chief Operating Officer, Prudential Real Estate
Investors; Kelly Whitman, Vice President, Research,
Prudential Real Estate Investors
David Rubenstein, Unplugged
New York – October 2015
An open discussion with David
Rubenstein, Co-Founder and Co-Chief Executive Officer
of The Carlyle Group. Topics ranged from the market
impact of the upcoming US Presidential elections to
the Federal Reserve and interest rates.
The Changing Face of Global
Insurance
London – May 2015
Welcome remarks by Inga Beale, CEO,
Lloyd’s; panel discussion including: Jayne Styles,
Chief Investment Officer, Amlin; Ravi Rastogi, EMEA
Leader, Insurance Investment Advisory Group; Mary
Pryshlak, Global Industry Analyst, Insurance,
Wellington Management; Jens Larsen, Macroanalyst,
Wellington Management; Natasha Brook-Walters,
Associate Director Fixed Income, Wellington Management
Optimizing Your Investment Resources and Results
New York – May 2014
Panel Discussion including: Breege Farrell, Executive Vice President and Chief Investment Officer, Unum Group; George Main, Chief Executive Officer, Diversified Global Asset Management
Preparing for a Higher Rate Environment
Boston – November 2013
Panel Discussion including: Judy Greffin, Chief Investment Officer, Allstate Investments, LLC; Jackie Jenkins, Managing Director, Alternative Assets, Prudential; Linda Pace, Managing Director and Head of U.S. Structured Credit, The Carlyle Group; Karen Wells, Co-Head of Insurance Investment Advisory Group, Towers Watson; Mary Pryshlak, Global Industry Analyst, Insurance, Wellington Management (moderator)
Luncheon & Networking
Tokyo – January 2017
Attendees included participants from
the following organizations: MassMutual Life Insurance
Company; Meiji Yasuda Life Insurance Company; MetLife
Insurance K.K.; The Carlyle Group; The Dai-ichi Mutual
Life Insurance Company; The Gibraltar Life Insurance Co.,
Ltd.; The Prudential Life Insurance Company, Ltd.; Tokio
Marine & Nichido Fire Insurance Co., Ltd.; Towers
Watson K.K.; Wellington Management Japan PTE LTD
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