Aberdeen Standard Investments is a leading global asset manager dedicated to helping investors around the world reach their
desired investment goals and broaden their financial horizons. We provide expertise across a breadth of markets, asset
classes and investment approaches. Approximately 1,000 dedicated investment professionals are located globally, close to
our clients and the markets where we invest. Additionally, 500 client specialists work closely with investors and advisors to
understand their clients’ needs and deliver world class investment solutions. As of December 31, 2017, they manage $779bn
on behalf of governments, pension funds, insurers, companies, charities, foundations and individuals in 80 countries.
Aberdeen Standard Investments is a brand of the investment businesses of Aberdeen Asset Management and Standard Life
Contact: Sajay Yodh (firstname.lastname@example.org)
Accenture: From Insights To Action Across The World, Delivering 360° Value By Embracing Change. We Work With Clients, People & Communities Across The Globe To Make A World Of Difference. Thought Leadership. Industry Knowledge. One Global Network. 6,000 Clients Served.
ACORE Capital: Commercial mortgage investment services
Contact: Jennifer Wildeman (email@example.com)
Affordable Equity Partners, Inc. (AEP) provides safe, stable, high yield investment opportunities for insurance companies seeking to finance and invest in affordable housing tax credits. This asset class has bond like characteristics, including a low RBC factor, while delivering returns in line with such asset classes as real estate, emerging market debt, and private equity. With nearly 30 years of experience, AEP has syndicated more than $2.3 billion in tax credits to help build or preserve more than 19,000 homes for seniors and working families.
Contact: Dan Torgerson (firstname.lastname@example.org)
Apollo Global Management: Apollo's consistent, rigorous, value-oriented approach across private equity, credit, and real assets has helped make us one of the largest alternative investment managers serving many of the world’s most prominent institutional investors.
Balanced Growth is an innovation and operations consulting firm. Their mission is to create enduring value for organizations who are driven by both purpose and profit through strategic and operational innovation. They focus on clients in the Insurance, Financial Services, and Healthcare sectors to design, implement, and accelerate their operational, technology, and innovation initiatives. Balanced Growth’s expertise in innovation has helped their clients grow the top line while improving their customers experience. Their expertise in operations consulting has helped their clients improve efficiency and lower operating costs. Balanced Growths leadership team is made up of respected business leaders and highly experienced solution providers. Their objectivity and collaborative approach sets them apart enabling them to help their clients achieve the results they expect.
Contact: Jason Bordui (email@example.com)
Barings is a $349+ billion* global investment manager sourcing differentiated opportunities and building long-term portfolios across public and private fixed income, real estate, and specialist equity markets. With investment professionals based in North America, Europe and Asia Pacific, the firm, a subsidiary of MassMutual, aims to serve its clients, communities and employees, and is committed to sustainable practices and responsible investment.
*As of June 30, 2022
Contact: Ilena Coyle (Ilena.Coyle@barings.com).
Benefit Street Partners ("BSP") is a leading credit-focused alternative asset management firm with approximately $26 billion in assets under management. BSP is a wholly owned subsidiary of Franklin Resources, Inc. that, together with its various subsidiaries, operates as Franklin Templeton. Established in 2008, the BSP platform manages funds for institutions, high-net-worth and retail investors across various strategies including: private/opportunistic debt, liquid loans, high yield, special situations, long-short liquid credit and commercial real estate debt.
Contact: David Klein, Director, Business Development; (firstname.lastname@example.org)
BlackRock, As the world’s largest investment manager, they believe it’s their responsibility to help investors of all sizes succeed in the New World of Investing. BlackRock was built to provide the global market insight, breadth of capabilities and deep risk management expertise these times require. Investing with BlackRock gives you access to almost every asset class, geography and investment style, as well as extensive market intelligence and risk analysis, to help build the dynamic, diverse portfolios we believe these times require. With deep roots in all corners of the globe, their 100 investment teams in 30 countries share their best thinking to translate local insight into actionable ideas that strive to deliver better, more consistent returns over time. With more than 1,000 risk professionals and premier risk management technology, BlackRock digs deep into the data to understand the risk that has to be managed for the returns their clients need and bring clarity to the most daunting financial situations.
Contact: Laura Tyrholm (email@example.com)
Blackstone Insurance Solutions Insurers provide essential retirement security, asset protection and risk transfer products and services in support of individuals and families and businesses of all sizes. The ability to meet policyholder obligations – regardless of duration – make insurers a bedrock for economic growth and development in the United States and around the world.
Blackstone, a leading global investment firm, delivers value for their investors across asset classes and through a range of economic conditions. Blackstone Insurance Solutions is led by a team of insurance experts who understand that the insurers must have the financial strength to withstand events that may be either anticipated or unforeseen. With a strong foundation of intellectual and financial capital, and using cutting edge technology and analytics, Blackstone Insurance Solutions strives to build on their history of performance for insurers and other investors around the world.
Contact: Jeffrey Iverson, Jeffrey.firstname.lastname@example.org
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of June 30, 2017, BNY Mellon had $31.1 trillion in assets under custody and/or administration, and $1.8 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.
Contact: Vincent L. Pacilio (email@example.com)
Brookfield Asset Management Brookfield Asset Management: Our insurance solutions business is focused on providing capital-based solutions to insurance companies and their stakeholders. At Brookfield, we provide capital efficient investment vehicles to our longstanding institutional insurance investors, and we deploy our own capital into the insurance sector through direct equity investments, reinsurance arrangements and hybrid solutions. Our Insurance Solutions team is led by a group of experienced investment and insurance professions. Leveraging our investment management capabilities across Brookfield and Oaktree, we seek to match long-duration liabilities with portfolios of High-quality investments to generate attractive, risk-adjusted returns for us and our partners.
Contact: Lisa Anderson (Lisa.Anderson@Brookfield.com)
Carlton Fields has more than 325 attorneys and consultants serving its insurance industry and other clients from offices in California, Connecticut, Florida, Georgia, New Jersey, New York, and Washington, D.C. The firm is known for its national litigation practice, and has extensive experience in defending its life insurance industry clients in class action defense, national trial practice, white collar representation, cybersecurity, and high stakes appeals. The firm also has a substantial practice handling insurance regulatory and products matters, securities matters, business transactions, and corporate counseling. Carlton Fields brings an integrated approach to servicing their clients by drawing on the collective insurance industry experience of their business, regulatory, and litigation attorneys. For additional information, visit www.carltonfields.com. (Carlton Fields practices law in California through Carlton Fields, LLP.)
Chatham Financial is the largest independent derivatives advisory and technology firm. Chatham provides clients with access to in-depth knowledge, innovative tools, and a team of nearly 700 employees to help mitigate risks associated with interest rate, foreign currency, commodity, and equity exposures. Since 1991, Chatham has advised and supported over 3,000 clients with the full derivative and hedging life cycle management – hedging strategy, ISDA negotiations, transaction execution, valuation, accounting, and regulatory compliance.
Contact: Steve Castleton (firstname.lastname@example.org)
Citadel Securities is a leading market maker in US and European equities servicing Institutional clients for ETFs portfolio trading, and single stock blocks in that capacity they help life insurers to efficiently allocate capital to varied asset classes and advise insurers on execution options best suited to meet their investment goals. Citadel also trades fixed income, FX and equity options with institutional clients including life insurers.
Contact: Katie Stiner (email@example.com)
CME Group. As the world’s largest and most diverse derivatives marketplace, CME Group is where the world comes to manage risk. CME Group provides the widest range of global benchmark products across all major asset classes, enabling businesses everywhere to substantially mitigate counterparty credit risk in both listed and over-the-counter derivatives markets.
Contact: Helena Jarabakova
Conning is a leading investment management firm with a long history of serving the insurance industry. Conning supports institutional investors, including pension plans, with investment solutions and asset management offerings, risk modeling software, and industry research. Founded in 1912, Conning has investment centers in Asia, Europe and North America.
Contact: Allison Connolly (firstname.lastname@example.org)
Debevoise & Plimpton's global insurance practice brings decades of experience to the most complex insurance industry transactions, high-stakes disputes and challenging
regulatory engagements. The team is consistently engaged for major insurance industry mergers and acquisitions, securities offerings, financings, reinsurance transactions,
investments, restructurings and a host of other transactions, for both insurance companies and private equity firms active in the insurance market. The group has leading practices in the important insurance centers of New York, London and Hong Kong.
Contact: Michelle Maupin (email@example.com)
DLA Piper is a global law firm with lawyers located in more than 40 countries throughout the Americas, Europe, the Middle East, Africa and Asia Pacific, positioning us to help clients with their legal needs around the world.
Contact: Nicole Perkins (Nicole.firstname.lastname@example.org)
Eversheds Sutherland is known for solving sophisticated business problems and legal issues for many of the world’s insurance companies. Whether it’s a regulatory or tax issue—or finance, M&A, reinsurance, securities, enforcement or litigation—over one-third of our approximately 425 lawyers devote themselves to addressing insurance industry challenges and opportunities.
Contact: Cynthia Shoss (email@example.com)
Faegre Drinker is a top 50 firm designed for clients. We opened our doors on February 1, 2020, uniting Faegre Baker Daniels and Drinker Biddle & Reath, two firms known for exceptional legal and consulting capabilities and a commitment to service excellence. Clients are at the start — and the heart — of everything we do.
The Federal Home Loan Banks are a network of 11 District Banks that provide liquidity, credit services, and funding agreements to over 6,900 member financial institutions including over 400 insurance companies.
Contact: John von Seggern (firstname.lastname@example.org)
Friendly: InsureTech solution provider - Friendly is a robotic cognition company with AI-powered workflow automation solutions specifically for Insurance and Financial Services. Our platform operates in two industry core segments: Claims and Underwriting. Our goal is to help insurers automate their workflows and leverage deep learning technology to enable crucial strategic insights.
With the capability of ingesting structured and unstructured data, PDFs, and even handwritten, our platform will digitize and produce a summary or recommendation within a matter of seconds.
Contact: Mark May, VP Business Development, 316-867-8083, (email@example.com)
Management Solutions is an international business consulting firm with a presence in four broad geographical areas: Europe, Americas, Asia and Africa. Our professionals offer their exceptional talent, giving our clients that vital edge when rising to their business management challenges. they all have an excellent professional background, characterized by a solid analytical profile, an excellent ability for teamwork, and a special talent for thriving at all levels of any business organization Our consultants look for an exceptional working environment enabling them to hone their skills. Through our project typology and career plans we can:
* Offer our clients a highly motivated and prepared team.
* Provide our professionals an excellent professional development environment.
Contact: Agustin Palazon, Manager, 917-938-4202, (firstname.lastname@example.org)
Impact Community Capital is a leading investment management firm with a proven platform for long-duration income strategies, seeking to offer risk-adjusted returns to investors and positive impact to low-income communities. Their 20-year track record has been built upon investments emphasizing principal preservation, current income and diversification for a fixed income portfolio.
Contact: Michael J. Lohmeier, Chief Investment Officer, email@example.com
Insight Investment is a global investment manager that designs solutions for institutional investors focused on the ultimate outcome, not returns alone. Insight Investment aim’s to maximize certainty and build resilience, not just minimize risk and manage volatility. In partnership with clients and their advisers, they build solutions drawing on four interlinked capabilities: liability-driven investment, risk management, liquidity management and return generation. They manage fixed income solutions for life insurance companies including customized alternative credit portfolios such as global securitized credit and ABL, leveraged credit and EMD.
Contact: Jeremy King (Jeremy.firstname.lastname@example.org)
Kirkland & Ellis is an international law firm that serves a broad range of clients around the world in private equity, M&A and other corporate transactions, litigation, white collar and government disputes, restructurings and intellectual property matters. The attorneys in the Insurance Transactions & Regulatory Practice Group, which is part of Kirkland’s premier Financial Institutions Practice Group, counsel clients on high-profile transactions and regulatory matters involving the insurance industry. Their experienced team brings together deep knowledge of the insurance industry with market-leading capabilities in mergers and acquisitions, private equity and capital markets to provide the highest-quality service to clients who are operating or transacting in the insurance industry. Their integrated regulatory team provides practical, bespoke advice that is business minded and commercial, and is fully aligned with their clients’ broader business and transactional goals. Kirkland & Ellis team delivers exceptional results, and is consistently called upon by many of the most sophisticated players in the insurance industry to help navigate their most complex matters.
Contact: Rajab Abbassi (email@example.com)
Kroll Bond Rating Agency KBRA is a full service rating agency whose mission is to set a standard of excellence and integrity. Established in 2010, as a challenger brand, KBRA set forth an effort to restore trust in credit ratings by creating new standards for assessing risk and by offering accurate and transparent ratings. KBRA provides market participants with an alternative solution by delivering timely and in-depth research across the Structured Finance, Public Finance, Financial Guaranty, Financial Institutions, Insurance, Project Finance and Corporate sectors. With over 350 employees and offices in New York, NY, Dresher, PA, Frederick, MD, and Dublin, Ireland, our experienced analysts have published over 38,000 ratings across asset classes. KBRA strives to provide the investment community with the products and tools needed to make informed investment decisions.
Contact: Kate Baker (firstname.lastname@example.org)
At LexisNexis Risk Solutions, we are passionate about using the power of data and advanced analytics to help life insurers make better, timelier decisions in a world of hidden risks and opportunities. Which is why we make it our mission to provide essential insights to advance and protect people, industry and society. Our Life Insurance solutions can help reduce the time it takes to obtain critical information from days and weeks to seconds and hours. Gain valuable insight for knowing your prospects and customers through every step of the policy life cycle with cutting-edge technology, unique data and advanced scoring analytics while upholding the highest standards of security and privacy.
Let LexisNexis help you act with insight —so you can execute today with tomorrow in mind.
For more information, call 800.869.0751 or email email@example.com or visit www.risk.lexisnexis.com
LexisNexis® Risk Solutions and its sister company LexisNexis® Legal & Professional are part of RELX Group, a global provider of information and analytics for professional and business customers across industries. The group serves customers in more than 180 countries and has offices in about 40 countries. It employs approximately 30,000 people of whom half are in North America.
Contact: Kay Palmer (Kay.firstname.lastname@example.org)
Loomis, Salyes & Company, L.P.: Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and risk analysis to make informed, judicious decisions. Using foresight and flexibility, Loomis Sayles looks far and wide for value – across traditional asset classes and alternative investments – to pursue attractive, risk-adjusted returns for clients.
Loomis Sayles matches its long history of alpha generating capabilities with the complex needs of its insurance clients. The firm offers a suite of differentiated fixed income strategies, each with clear and consistent investment philosophies. Experience in providing custom solutions is layered in to generate specific portfolios, designed to fit client objectives.
Contact: Lauren McDermott (LMcDermott@loomissayles.com)
Macquarie Asset Management is a global asset manager that aims to deliver positive impact for everyone. Trusted by institutions, pension funds, governments, and individuals to manage more than $545.7 billion in assets globally, we provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi-asset solutions, private credit, infrastructure, renewables, natural assets, real estate, and transportation finance. Macquarie is the world’s largest manager of infrastructure assets and a top 10 global insurance asset manager with decades of experience working with insurance companies to solve complex issues. Macquarie has a unique ability to design, develop, and implement custom solutions for insurers. Our world class insurance strategy team also works closely with insurers on strategic services including asset allocation, peer reviews, regulatory capital analysis and ad hoc projects. (All figures as at 31 December 2021)
Contact: Marc Mercurio (email@example.com)
Milliman is one of the largest consulting and actuarial firms in the world, and is a recognized leader who has helped shape significant changes in life insurance and financial services.
Contact: Matt Kaufman (firstname.lastname@example.org)
Navy Mutual Aid Association: Founded in 1879, Navy Mutual was created after the Battle of the Little Big Horn, the first military engagement in our nation’s then-short history to leave behind no surviving officers to “pass the hat” for their fallen comrades’ widows and orphans. At a time when military service was simply too dangerous for insurers to cover, a small group of Naval officers independently came together to protect their loved ones from the consequences of war. For over 141 years, Navy Mutual’s primary mission has been to provide servicemembers with high-quality, trustworthy life insurance. That vital mission continues to this day. Navy Mutual admits to membership active duty servicemembers, reservists, and honorably discharged veterans of the seven uniformed services. Membership in Navy Mutual gives those individuals access to its life insurance and annuity products for themselves, their spouses and their dependents. Further, its Bylaws permit Members of the Sea Services to participate in Navy Mutual’s governance. Navy Mutual has affordable life insurance options to help provide financial security to its Members and their loved ones. They offer both term life and whole life (permanent) plans, with no fees, sales commissions, or active military service restrictions or war clauses (for those on active duty). Navy Mutual also offers a variety of secure, low-cost annuities, that provide flexible payment options, guaranteed minimum interest rates, and highly competitive fixed returns. Annuities offered by Navy Mutual are funded with after-tax dollars and can be ideal for those who already have well-funded, tax-advantaged retirement account investments. Navy Mutual is also the nation’s oldest federally recognized Veterans Service Organization (“VSO”). As a VSO, Navy Mutual provides free representation to veterans and their families in claims for benefits from the Department of Veterans Affairs. Additionally, Navy Mutual provides financial education to active duty servicemembers and military families at no charge to the U.S. Department of Defense.
Contact: Sangeeta Jacob, email@example.com]firstname.lastname@example.org
The mission of New England Asset Mangement (NEAM) is to be integral to the success of their insurance industry clients by providing investment management solutions through a team of skilled professionals dedicated to delivering exceptional client service. Their insurance investment management solutions include asset management, enterprise risk and capital management, accessible capital and risk analytics, and investment accounting and reporting services.
Contact: Marie Callahan (email@example.com)
Omniscience is an enterprise AI and Machine Learning company active in Financial Services and the Insurance Industries (Life, Workers Compensation, Commercial P&C) with R&D efforts focused in Wildfire and Catastrophe, and other asset classes. Leading financial firms and insurers grow revenues, increase return on equity, and satisfy regulators using Omniscience Underwriting™, Omniscience Capital Management™, and Omniscience Risk.
In 2016, Omniscience brought their distributed data mining and machine learning technology to the global insurance industry, building Omniscience Underwriting™, an AI and Machine Learning-based software suite comprised of STP Engine, Auditor, Digitization, Underwriting Advisor, and MegaMeld. Omniscience Underwriting™ enables higher STP rates than traditional rules engines, increased efficiency, better close rates, and automated compliance reviews. Omniscience in the media:
- Top-10 Underwriting Solutions - Insurance CIO Outlook 2018. LINK to feature story
- Top-5 AI Solution for Fintech - CEFPRO 2019 Global Fintech Report
- Featured Advanced Automation Solution for Risk Modeling – World Economic Forum Report on the New Physics of Financial Services
Contact: Hubert H. Byron III (Coy), Director of Sales, firstname.lastname@example.org
Prime Buchholz LLC is one of the country’s leading, independent investment consulting firms. Their investment philosophy is direct and disciplined; their sole focus is helping their clients. Prime Buchholz full-retainer relationships benefit from their expertise in many additional areas – from acting as your back office to providing topical research. For life insurance clients, they offer several services including asset allocation, investment manager evaluation and implementation, risk/performance reporting, as well as other investment-related functions.
Contact: Brian Matthews, Principal, email@example.com
RMA, Inc. RMA’s life reinsurance team works with US life insurance companies, serving as a bridge to highly rated reinsurers based outside the US. RMA provides all the services of these reinsurers – but from North American time zones and with the strength of a team of US life reinsurance specialists. RMA also offers reinsurance consulting services and financial solutions. Among their clients are some of the largest ACLI member companies.
Contact: Mark Swanson, Executive Vice President, Business Development (firstname.lastname@example.org)
Robeco manages assets for over 180 insurers globally. The global insurance team brings in depth insurance expertise across advisory, portfolio management and reporting. We are hopeful we can offer unique insights from our engagements with engagements insurers based in the UK, Europe, Asia and Africa.
Robeco provides customized solutions and segregated accounts for insurers in the areas of:
- ESG and sustainability investing
- Core Fixed income and high yield
- Quantitative Strategies (equites, fixed income and multi-asset)
- Emerging markets
Contact: John Pinto (email@example.com)
Sidley Austin LLP is one of the world’s premier law firms, with 2,000 lawyers and 20 offices in the U.S., Europe and Asia Pacific. Sidley is one of only a few global law firms to have a substantial, multidisciplinary practice devoted to the insurance and financial services industry. They have approximately 85 lawyers dedicated to providing regulatory, litigation and transactional services to the industry, including numerous life insurers and other participants in the life sector. www.sidley.com.
Contact: Ellen M. Dunn (firstname.lastname@example.org)
Michael P. Goldman (email@example.com)
StepStone Group Inc. (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory, data and administrative services to its clients. As of June 30, 2022, StepStone oversaw $588 billion of private markets allocations, including $137 billion of assets under management. StepStone's clients include some of the world's largest public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies, as well as prominent endowments, foundations, family offices and private wealth clients, which include high-net-worth and mass affluent individuals. StepStone partners with its clients to develop and build private markets portfolios designed to meet their specific objectives across the private equity, infrastructure, private debt and real estate asset classes.
Contact: Casey Gildea (firstname.lastname@example.org)
Willkie Farr & Gallagher LLP is an elite international law firm of approximately 700 lawyers in eleven offices located in the United States and Europe. Our Insurance Transactional and Regulatory Practice, which comprises over 30 partners, is among the largest in the United States and covers nearly every discipline relating to insurance transactional and regulatory matters. We represent a broad spectrum of industry participants, including life and property-casualty insurers and reinsurers, mortgage and financial guaranty insurers, private equity investors, insurance• sector financial funds, and commercial and investment banks. Our clients include many of the world's most prominent insurers and reinsurers. Representing the largest life and property• casualty insurers in the industry, our attorneys regularly handle sophisticated domestic and cross• border transactions, including mergers and acquisitions, loss portfolio transfers and other acquisition and disposition transactions structured as reinsurance.
Contact: Allison Tam, Partner (email@example.com).