Senior Investment Managers Seminar 2012


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Senior Investment Managers Seminar 2012

  1. 1. TUESDAY, OCTOBER 2 4:00–5:30 PM REGISTRATION 5:30–7:00 PM WELCOME RECEPTION sponsored by: 7:00–9:00 PM DINNER ON YOUR OWN WEDNESDAY, OCTOBER 3 7:15 AM–5:00 PM REGISTRATION 7:15–8:15 AM BREAKFAST sponsored by: 8:15–8:30 AM WELCOME AND OPENING REMARKS Thomas Powers, Investment Leader, Asset Management, Nationwide Life Insurance Company Chair, Board of Advisors 8:30–9:00 AM GENERAL SESSION INDUSTRY OUTLOOK Dirk Kempthorne, President & Chief Executive Officer, ACLI 9:00–10:15 AM GENERAL SESSION ASSET ALLOCATION Bill Wallace, Managing Director, JPMorgan Securities Inc.AMERICAN COUNCIL OF LIFE INSURERS
  2. 2. WEDNESDAY, OCTOBER 3 (continued) 10:15–10:30 AM REFRESHMENT BREAK 10:30 AM–12:00 PM GENERAL SESSION GLOBAL VIEW–THE INTERSECTIONS OF POLITICS, ECONOMICS & EMERGENT TECHNOLOGIES Marvin Zonis, Professor Emeritus, Graduate School of Business, University of Chicago 12:00–1:00 PM NETWORKING LUNCHEON 1:00–2:00 PM GENERAL SESSION CREDIT STRATEGY Jeff Meli, Global Head, Research & Strategy, Barclays Global Investors 2:00–3:00 PM GENERAL SESSION RMBS Rod Dubitsky, Executive Vice President & Global Structured Finance Specialist, PIMCO Advisory Group 3:00–3:15 PM REFRESHMENT BREAK 3:15–4:15 AM GENERAL SESSION COMMERCIAL MORTGAGE LENDING John Affleck, Senior Thought Leader, PPR Steve Miller, Head, Capital Markets Group, PPR TBD, HFS 4:15–5:15 PM GENERAL SESSION CMBS Alan Todd, Head of U.S. CMBS Research, Bank of America 6:00–7:00 PM RECEPTION Sponsored by: 7:00–9:30 PM DINNER WITH SPEAKER Jack Malvey, Chief Global Markets Strategist, BNY Mellon Asset Management; Director, BNY Mellon Center for Global Investment and Market IntelligenceAMERICAN COUNCIL OF LIFE INSURERS 2
  3. 3. THURSDAY, OCTOBER 4 7:30–11:15 AM REGISTRATION 7:30–8:30 AM GENERAL BREAKFAST 7:30–8:30 AM BREAKFAST & INVESTMENT MANAGER DISCUSSION GROUPS (Members only) Sponsored by: 8:30–9:30 AM GENERAL SESSION REGULATORY UPDATE–VOLCKER RULE, DERIVATIVES, ETC. 9:30–9:45 AM REFRESHMENT BREAK Sponsored by: 9:45–10:45 AM GENERAL SESSION CIO PANEL Nick Sargen, Moderator, Senior Vice President & Chief Investment Officer, Fort Washington Investment Advisors, Inc. Harry Hallowell, Senior Vice President & Chief Investment Officer, Nationwide Life Insurance Company Martha Leiper, Senior Vice President, Chief Investment Officer, USAA Life Insurance Company Tim Schmidt, Chief Investment Officer, Prudential 10:45–11:45 AM GENERAL SESSION CRO PANEL Mark Abbott, Moderator, Managing Director, Head Of Quantitative Risk Management, The Guardian Life Insurance Company Of America Michael Mahaffey, Senior Vice President, Chief Risk Officer, Nationwide Nick Silitch, CRO, Prudential Financial 11:45 AM–12:30 PM GENERAL SESSION CIO/CRO ROUNDTABLE (Please note, this session will be combined CIOs and CROs from the previous sessions) Matt Halperin, Moderator, Senior Managing Director, Enterprise Risk Management, TIAA-CREF Life Insurance Company of New YorkAMERICAN COUNCIL OF LIFE INSURERS 3
  4. 4. THURSDAY, OCTOBER 4 continued: 1:00–5:30 PM AFTERNOON LEISURE ACTIVITIES GOLF, FALCONRY/OTHER ACTIVITIES 6:30–7:30 PM RECEPTION FRIDAY, OCTOBER 5 8:00 AM–12:15 PM REGISTRATION 8:00–9:00 AM GENERAL BREAKFAST 8:00–9:00 AM BREAKFAST & INVESTMENT MANAGER DISCUSSION GROUPS (Members only) 9:00–10:30 AM GENERAL SESSION POLITICAL MAYHEM 10:30 AM MEETING ADJOURNEDACLI Antitrust NoticeThe American Council of Life Insurers is committed to adhering strictly to the letter and spirit of the antitrust laws. Meetings conducted under theCouncil’s auspices are designed solely to provide a forum for the expression of various points of view on topics described in the programs or agendas forsuch meetings. Under no circumstances shall Council meetings be used as a means for competing companies or firms to reach any understanding -expressed or implied - which restricts competition or in any way impairs the ability of members to exercise independent business judgment regardingmatters affecting competition. Accordingly, appropriate objection will be made to any presentation or colloquy that presents a risk from the standpointof the antitrust laws.Copyright American Council of Life Insurers, 101 Constitution Avenue, NW, Washington, DC 20001-2133. All rights reserved.Program Level: Intermediate – this program will build on basic skills in order to relate fundamental principles and skills to practical situationsand extend them to a broader range of applications. This level is for participants with some exposure to the subjects.American Council of Life Insurers is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professionaleducation on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: Objectives: After attending this program, participants should be able to better analyze financial markets, the emergence of various investment strategies,and their impact on profitability, investment strategy, risk management, and financial reporting post financial crisis; understand best practices for capital riskmanagement; compare innovative approaches to performance management; assess the macro-economic outlook and how it will impact the domestic economy;compare innovative approaches to performance management; contrast and understand the impact of current regulatory changes for the insurance industry;differentiate the rationale behind investment trends; understand and apply critical components to achieve long term risk-adjusted returns; analyze the effect of thereal estate market and statistical commercial mortgage data; learn how to maintain your current customer base through various methods and techniques; understandthe impact of GGAP changes-in accounting; learn how federal tax policies are impacting the life industry.Program Prerequisites/Advance Preparation: No advanced prerequisites or preparation is required.Instructional Method: All presentations are group-live with instructor in room with participants.Recommended CPE Credits:For CIO Segment:TBD Hours Management Field of StudyTBD Hours Accounting & Audit Field of StudyFor the CFO Segment:TBD Hours Management Field of StudyTBD Hours Accounting & Audit Field of StudySponsored learning activities are measured by program length, with one 50-minute period equal to one CPE credit. One-half CPE credit increments (equal to 25minutes) are permitted after the first credit has been earned in a given learning activity. Please note that not all state boards have adopted this rule. Someparticipants may not be able to use one-half credit increments.Registration Requirements: Pre-register with ACLI. A copy of the registration form is available at www.acli.comACLIEvents. For further information or toregister, you may contact ACLI at 800-589-2254.. As of 7/10/12AMERICAN COUNCIL OF LIFE INSURERS 4