Clear Path Analysis
REGISTER YOUR FREE PLACE

MAY 1, 2025 | CONVENE, 311 W MONROE ST, CHICAGO, IL

The speaker line-up for the Insurance Investor Live | Spring 2025 will be available soon. 

If you are interested in joining the speaker line-up for the 2025 summit, please contact Cristina Melenchon at cristinamelenchon@clearpathanalysis.com.

Kathleen Birrane

KATHLEEN BIRRANE

Former Maryland Insurance Commissioner, Partner in Litigation and US Insurance Regulatory Practice Leader, DLA Piper

My session title:

  • PRESENTATION/ FIRESIDE CHAT Navigating the evolving regulatory landscape in insurance in the light of NAIC recent activity : 9:45 AM - 10:25 AM
Laura Sarlo

LAURA SARLO

Former Portfolio Manager, Liberty Mutual Insurance

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.

My session title:

  • PANEL DISCUSSION: Risk management: how can you manage the unpredictable, adopt forward thinking strategies and build resilience into your portfolio? : 3:40 PM - 4:15 PM (Moderator)
Liz Gorgoglione

LIZ GORGOGLIONE

Director, Credit Risk - Pension Risk Transfer Solutions, Legal and General Retirement America

My session title:

  • PANEL DISCUSSION: Risk management: how can you manage the unpredictable, adopt forward thinking strategies and build resilience into your portfolio? : 3:40 PM - 4:15 PM
Mehdi Khalili

MEHDI KHALILI

Investment Strategist, Legal and General

My session title:

  • PANEL DISCUSSION: Integrating private assets into asset allocation: what are the factors to consider in maximising returns and minimising risks when diversifying your portfolio? : 1:30 PM - 2:05 PM
Nancy Mueller Handal

NANCY MUELLER HANDAL

Chief Investment Officer and Head of Insurance Asset Management, Bayview Asset Management

Ms. Mueller Handal joined Bayview Asset Management in 2023 to establish and lead the newly formed Insurance Asset Management group. Prior to joining Bayview, Ms. Mueller Handal was a Senior Managing Director and EVP at MetLife Investment Management, where she served as Global Head of Private Fixed Income and Alternatives from 2019 to 2023. In this role, Ms. Mueller Handal was responsible for private credit, infrastructure, private ABS, residential whole loan investment and securitization, alternative investments, investment management oversight, workouts, sustainable investment strategies and index strategies. From 2015 to 2019, she led the Global Structured Products and Alternatives groups at MetLife having advanced through numerous roles from 2000 to 2015 including the head of structured finance and alternatives, the head of RMBS, agency and non-agency RMBS trader and portfolio manager, and global ABS credit analyst. Some of her recent accomplishments featured growing the third party asset management business, including overseeing the establishment of a private equity fund of funds, building out a private ABS platform and building an Insurance industry leading residential whole loan platform.

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My session title:

  • PANEL DISCUSSION: Integrating private assets into asset allocation: what are the factors to consider in maximising returns and minimising risks when diversifying your portfolio? : 1:30 PM - 2:05 PM (Moderator)
Noel Hillmann

NOEL HILLMANN

Chief Executive Officer, Clear Path Analysis

My session title:

  • CHAIRMAN'S OPENING ADDRESS : 9:00 AM - 9:05 AM
Pooja Rahman

POOJA RAHMAN

(former) Chief Risk Officer, Transamerica

My session title:

  • PANEL DISCUSSION: Risk management: how can you manage the unpredictable, adopt forward thinking strategies and build resilience into your portfolio? : 3:40 PM - 4:15 PM
Simona Mocuta

SIMONA MOCUTA

Chief Economist and Managing Director, State Street Global Advisors

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 immediate former 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.

My session title:

  • PRESENTATION: Long term economic effects of a Trump administration: winners and losers, international investment outlooks and mapping the intended and unintended consequences : 9:05 AM - 9:45 AM
Xiaowei Han

XIAOWEI HAN

Vice President, Head of ALM , TIAA

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).

My session title:

  • PANEL DISCUSSION: Integrating private assets into asset allocation: what are the factors to consider in maximising returns and minimising risks when diversifying your portfolio? : 1:30 PM - 2:05 PM

CONTACT US

Speaking Opportunities

Cristina Melenchon

Senior Content Producer

Operations Enquiries

Ilona Nowak

Operations Executive

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Jenna Williams

Head of Marketing & Operations

Sponsorship Enquiries

Noel Hillmann

Chief Executive Officer