AGENDA

Simona Mocuta is the Chief Economist of State Street Global Advisors. In this role, she helps shape the team's views on key global economic developments and trends, produces forecasts and analysis for the G7 economies and key emerging markets, and presents these views to internal investment teams, clients, and the media. She produces thought leadership articles on a wide range of macroeconomic topics and is a regular speaker at financial industry events. Simona is the current chair of the Economic Advisory Committee of the American Bankers Association and is a member of the Board of Economic Advisors for The Associated Industries of Massachusetts.

 Prior to joining State Street, Simona led the Asia macroeconomic practice at IHS Global Insight, where she oversaw the team's long-term economic forecasts and risk assessments for Asian countries and led the enhancement of the China Regional Economic Service.

Simona holds a Master's degree in International Economics from Suffolk University in Boston, MA, and an undergraduate degree in International Economic Relations from West University of Timisoara, Romania.

Nick Gray joined Bain Capital in 2021. He is a Director on the North America Investor Relations team.

Prior to joining Bain Capital, Nick was a Vice President of Business Development and Investor Relations at Shenkman Capital. Previously, he was a relationship manager in Goldman Sachs’ Insurance Asset Management Group and also worked with insurance and bank clients at BlackRock. Nick began his career at SEI Investments.

Kathleen is a partner at DLA Piper and leads the Firm’s US Insurance Regulatory Practice.  She served as the Maryland Insurance Commissioner from 2020 to 2024, was the inaugural Chair of the NAIC’s Innovation, Cybersecurity and Technology (H) Committee, and lead the solvency workstream of the NAIC’s Climate and Resiliency Task Force.  Kathleen is broadly recognized as a thought leader on complex insurance regulatory issues, including the responsible and ethical use of AI Systems and complex predictive models in the business of insurance. She was the primary author of the NAIC’s Model Bulletin on the Use of Artificial Intelligence Systems by Insurers, which sets out regulatory guidance and expectations regarding the development and deployment of certain advanced analytical and computational technologies by insurers.  Kathleen also works closely with the Firm’s private equity and structured finance practices in advising clients on issues related to the regulatory oversight of insurer assets and investments.

Randy Brown is Chief Investment Officer of Sun Life, parent company of SLC Management. He manages Sun Life’s General Account globally across diversified portfolios, including public and private fixed income, real estate equity and debt, and infrastructure equity. Randy also leads the Office of the CIO. Under his leadership, the group works across the firm to enhance performance measurement and risk monitoring capabilities and increase the utilization of capital-efficient investment vehicles.

Randy is a member of both the SLC Management Executive Committee and the Sun Life Leadership Team. He is also the Executive Sponsor of SLC Management’s Sustainable Investment Program and a member of Sun Life’s International Sustainability Council, which is responsible for implementing the global sustainability plan. He additionally serves on the Board of Directors for several of our affiliate companies, including Crescent Capital Group, BGO and InfraRed Capital Partners.

Randy joined the firm at the start of 2016 and has nearly four decades of investment management expertise at highly respected global financial firms. Randy has held senior roles at Deutsche Asset & Wealth Management, most recently as Global Head of Insurance and Pension Solutions, and as Head of Asset and Wealth Management for the U.K. region.

Chesley joined Builders in 2020 and is VP of Treasury and FP&A (including investments).  Prior to joining Builders, Chesley served various roles over an 11-year period at Voya Financial, with her last role as VP of Finance Strategy.  She has over 20 years’ experience in corporate finance. Chesley strives to ensure that Finance is viewed as a strategic business partner and puts a strong focus on process and collaboration.  She graduated from Georgia State University with a BBA in Accounting and is a green belt in Six Sigma. 

Scott Waterstredt joined Bayview in 2024 as a Senior Portfolio Manager and Managing Director in the Insurance Asset Management group.  He leads the Residential Mortgage and Private ABS strategies for Insurance clients.  Prior to joining Bayview, he had several roles managing Residential Credit, Structured Products, Private ABS, and Alternatives portfolios including serving as the Chief Investment Officer at Sylvan Road Capital and as a Managing Director at MetLife. Mr. Waterstredt spent 13 years at MetLife and managed over $40B in capital across both internal and external client portfolios in Residential Mortgages, RMBS, Private ABS, Single Family Rental debt and Alternatives.  Prior to his investment career, he served in the U.S. Army both in the United States and abroad where he was awarded the Bronze Star. Mr. Waterstredt holds an MBA from The Tuck School of Business at Dartmouth and a B.A. in Economics from The University of Notre Dame.

Xiaowei Han joined TIAA as the Head of ALM in February 2019, where she leads the asset liability management function. Her team focuses on liability-driven investment strategies, interest rate risk management, economic capital framework, dividend optimization, stress testing, asset and derivatives modeling, economic scenario generation, and supporting various corporate initiatives.

Before joining TIAA, Xiaowei worked for Transamerica since 2008, gaining deep experience in variable and fixed annuities, universal life, retirement & pension, and institutional businesses. She led the universal life valuation and modeling functions and also headed the Enterprise ALM function, which focused on holistic hedging, ALM analytics and strategies, capital management, asset and derivatives modeling, and ALM reporting across all lines of business. Prior to this, she worked as a Financial Risk Manager responsible for identifying financial risk in ALM/hedging strategies, modeling, and pricing related to annuities, retirement, and institutional businesses. Her other responsibilities at Transamerica included managing general account investments and hedging programs, liquidity management, designing and implementing variable annuity hedging strategies, reinsurance, capital initiatives, as well as statutory reporting for variable and fixed annuities.

Xiaowei holds a Master of Science degree in actuarial science from the University of Iowa, a Master of Science degree in physical chemistry from Nanjing University, and a Bachelor of Science degree in chemistry from Nanjing University. Additionally, she attained the following designations: Fellow of the Society of Actuaries (FSA), Chartered Financial Analyst

(CFA®) charter holder, and Member of American Academy of Actuaries (MAAA).

Nik Kannan is the Head of Investment Strategy and ALM for Equitable’s Chief Investment Office.  He joined the company in 2024.  In his role, he oversees asset allocation, relative value, product pricing and ALM, coordinating with the business heads in Equitable to ensure that product needs are met by the investments team.  Prior to joining Equitable, Nik was the Head of Portfolio Management for Corebridge Financial, a life insurance and annuity company.  He previously worked for Bridgewater Associates and McKinsey & Company.  Nik began his career in U.S. Air Force and has B.S. Economics from the U.S. Air Force Academy and MBA Finance from Dartmouth College.

Allah Rakha Sheikh is a highly accomplished IT leader and results-driven executive, having a wealth of experience spanning over 20+ years. His expertise extends across multiple fronts. From driving innovation in customer engagement, orchestrating product transformations, empowering employees, and optimizing IT operations. With a passion for instilling a culture grounded in ownership, teamwork, and accountability, he places significant emphasis on strategically repositioning IT from a cost center to a revenue generator aligned with broader business objectives. In his role as Chief Information Officer (CIO) at Madison Mutual Insurance Company (MMIC), Sheikh is celebrated for his collaborative and empowering leadership approach. He is strongly devoted to cultivating a culture that values continuous improvement, fosters creativity, and instills a deep sense of responsibility within the IT department. Additionally, his unwavering commitment to talent development and mentorship has led to the creation of a motivated and high-performing team, playing a crucial role in shaping the future of technology within MMIC.

Paul Kramper currently serves as Head of Investment Risk at Mutual of Omaha Insurance Company.  Prior to serving as Head of Investment Risk, Paul served in several roles within the Investment Department, Head of Investment Operations, SVP of Public Fixed Income Markets and VP of Structured Securities.  Prior to joining Mutual of Omaha, Paul worked in structured produced at HSBC Securities and Banc of America Securities.  Outside of work, Paul is an assistant coach of high school track and cross country teams.  Paul graduated with a bachelor’s and master’s degree in Economics from Marquette University.

Zach Goodman is a Partner in the Financial Accounting Advisory Services practice of Ernst & Young LLP.  He advises clients on complex financial instruments (e.g., derivatives and hedging tools, investment instruments) including developing hedging and risk management frameworks and the associated accounting and reporting of such instruments. Zach also leads the operationalization of derivatives and investment products for the firm.

Since joining EY, Zach has specialized in evaluating complex transactions involving derivatives and hedging and other financial instrument topics such as investments relevant to financial institution clients.

Prior to joining EY, Zach was a member of the technical staff at the Governmental Accounting Standards Board, the standard-setting body for GAAP for U.S. state and local governmental entities.

Zach has advised multiple banks, asset managers and insurance companies on operationalizing the use of derivative instruments and other investment products (e.g., fixed income, equities) across people, processes and technology and helps lead the firm’s offerings around derivatives and investment products.

Zach led the LIBOR transition project at a global asset manager across all major workstreams including working with the front office portfolio managers to define and execute on remediation plans and consider impacts across new and existing processes, technology, and operations.

Zach serves as a subject matter advisor for a significant banking industry organization related to derivatives and hedging and financial institution practice issues including investments and fair value.

Zach provides structuring, transaction, and accounting assistance to a wide range of financial institution clients in the derivatives and hedging and investments space, including evaluating complex derivative transactions such as futures, forwards, options, swaptions, credit default swaps, interest rate swaps, cross-currency swaps, and total return swaps.

Zach led an enterprise risk and derivatives assessment at a large insurance company across the front, middle and back office. This included assessing the company’s existing enterprise risk management framework and how derivatives fit into it and considering the infrastructure to support interest rate and foreign-currency hedging across the front, middle and back office.

Laura Sarlo was an Emerging Markets Portfolio Manager at Liberty Mutual Investments (LMI), managing hard currency emerging markets bond portfolios as well as local currency portfolios supporting Liberty’s global operations. Laura joined LMI from Loomis, Sayles & Company, where she worked on global portfolios as a sovereign analyst, managed a multi-asset portfolio, and served as a senior member of the firm’s macro strategies team. Laura began her career as a trader and analyst on the foreign exchange and Treasury open market desks at the Federal Reserve Bank of New York.

Laura is active in investment and insurance industry groups and currently serves as US Chair of the Executive Board for the Insurance Women’s Investment Network. She holds a BA from Drew University, a Master’s degree from the Harvard Kennedy School, and is a CFA charterholder.

Zheng Zhou joined Northwestern Mutual in 2013. He is a Director on the Investment Risk Management team. Zheng chairs the Derivative Committee, and his other responsibilities at Northwestern Mutual include providing modeling support in Strategic Asset Allocation, Surplus and Economic Capital management, and Asset Liability Management. Outside of work, Zheng serves on the Board of Directors of St. Francis Children's Center and the Finance Advisory Board of the Finance Department at Marquette University.

Zheng holds a Master of Science degree in Finance from the Illinois Institute of Technology and is a CFA and FRM charterholder.