About this event
IIE Digital Roundtable
The Bigger Picture: Building a diversified private assets portfolio for life and non-life insurers
10-11.15am, 21st October 2020
Join us for our upcoming digital roundtable, The Bigger Picture, on 21st October 2020, as we debate the challenges of building a meaningful and relevant private assets portfolio for life and non-life insurers.
A complex combination of regulatory constraints, prudent person principles and internal governance mean that insurers often find it challenging to build truly diversified private asset portfolios. The need to carve out beach-heads in new niches and build understanding means that deployment is painfully slow, particularly as opportunities can quickly become crowded or uneconomic given capacity constraints. Alongside, there is greater idiosyncratic risk till the portfolio is of sufficient scale and depth.
Asking the right questions, thinking harder about portfolio construction and balancing risk, governance and capital are key to creating a flexible and optimised private assets portfolio that can add value to the core and reflect the specific needs of insurers, whether they are life or non-life.
Key topics for discussion
Agenda
10.00-10.05 Welcome
Bob Swarup, Insurance Investment Exchange
10.05-10.35 Opening remarks
William Nicoll, CIO - Private and Alternative Assets, M&G Investments
Jo Waldron, Director of Fixed Income, M&G Investments
Russell Lee, Global Head of Insurance Solutions, M&G Investments
10.35-11.10 Roundtable discussion and debate
11.10-11.15 Closing remarks
Please note that numbers are strictly limited for this and that your participation is vital given the intimate format. Please make every effort to attend or to send a colleague in your place if you cannot attend for any reason.
Our events are always complimentary for insurers, regulators and select independents. They are also eligible for CPD points and quarterly certificates will be issued to attendees to confirm their attendance.
We look forward to what should be an engaging interactive debate and to seeing you (virtually) on 21st October.
In partnership with
Hosted by
William was appointed CIO of Private and Alternative Assets in February 2020. Prior to this he served as Head of Institutional Fixed Income, and Co-Head of Alternative Credit where he was responsible for the development of various products.
Founder, Insurance Investment Exchange. CEO, Camdor Global Advisors. Director, CIO Network, Geneva Association.
Russell heads the Global Insurance Solutions team, which brings together expertise from across the firm to meet the complex requirements of insurance clients. He previously worked at Legal & General in the retirement division executing large bulk annuity transactions and developing new products.
Jo joined M&G Investments in 2012 and works within the Private Credit area of the business. She acts as an investment specialist for the multi-asset illiquid product range as well as for stand alone private placement, direct lending, infrastructure debt and specialty finance strategies.
The Insurance Investment Exchange seeks to distil the new complexities of today and finding solutions for tomorrow. Our acclaimed events welcome leaders and senior professionals from across the insurance and investment sectors for thought-provoking and intelligent debate.