As a free to attend event for representatives of insurance, regulatory bodies, and select consultants, we’d like to thank our valued Event Sponsors for their continued support of free-to-access learning and events for asset allocators, operations professionals, and investment professionals.
If your organisation could benefit from sponsorship or you would simply like to know more about how you can engage with our attendees, get in touch today with our Partner Development Team at monicatakkula@clearpathanalysis.com.
Sponsor List
ADVENT CAPITAL MANAGEMENT
Industry Insights Sponsor
Advent Capital Management, LLC was founded in 1995 and actively manages over $8 Billion across traditional, alternative, and closed-end fund strategies. With offices in New York and London, the workforce of 57 individuals includes 21 seasoned investment professionals focused on global opportunities in convertible securities and high yield bonds. The firm’s client base is predominantly insurance companies and pension funds, but also includes foundations, endowments, and high net worth individuals. Advent has managed customized portfolios for insurance companies since the firm’s inception and is keenly focused on providing their insurance clients with comprehensive regulatory reporting and analysis. Advent is a responsible investor and UN PRI signatory.
BAYVIEW ASSET MANAGEMENT
Summit Sponsor
Bayview Asset Management, LLC (“Bayview”), initially founded in 1993, is an investment management firm focused on mortgage and consumer credit, including whole loans, asset-backed securities, mortgage servicing rights, mortgage-related equities, and other mortgage and consumer credit assets. With over 1,450 employees, our corporate headquarters is uniquely situated in the beautiful community of Coral Gables, Florida, located near the shores of Biscayne Bay and minutes from Miami Beach. The firm has additional asset management offices in New York, London, and Geneva, and loan servicing and origination affiliates in the U.S. and Milan, Italy. As of June 30, 2023, Bayview has $17.3 billion in assets under management.
ENTRUST GLOBAL
Summit Sponsor
For over two decades, EnTrust Global has been dedicated to delivering financial security to those who have entrusted us with their capital. Today, EnTrust Global has approximately $16.3 billion1 in total assets for hundreds of clients worldwide, ranging from Taft-Hartley to Sovereign Wealth funds. The vast majority of our investor base is comprised of long-standing institutional investors and includes some of the world’s most prominent allocators. We fully recognize, and have the utmost respect for, our responsibility as stewards of capital and embrace a client-centric culture rooted in integrity and transparency.
EnTrust Global’s business platform encompasses a range of investment opportunities across a spectrum of asset classes, strategies, and liquidity profiles, in both the public and private markets. The firm provides commingled solutions as well as customized, bespoke portfolios. In line with the firm’s entrepreneurial foundation, we remain dedicated to innovating and evolving our platform to offer compelling and differentiated investment opportunities.
1As of September 30, 2023; Total Assets may be based on estimates and includes mandates awarded but not yet funded, includes amounts distributed to investors and contractually subject to recall, and where EnTrust Global provides non-discretionary investment advisory services.
FIRST EAGLE INVESTMENTS
Sponsor
First Eagle Investments is an independent, privately owned investment management firm headquartered in New York with approximately $134 billion in assets under management as of December 31, 2023.* Dedicated to providing prudent stewardship of client assets, the firm focuses on active, fundamental, and benchmark-agnostic investing, with a strong emphasis on downside mitigation. With a heritage dating back to 1864, First Eagle strives to help its clients avoid permanent impairment of capital and earn attractive returns through widely varied economic cycles. The firm’s investment capabilities include global equity, fixed income, alternative credit, and multi-asset strategies.
* The total AUM represents the combined AUM of (i) First Eagle Investment Management, LLC, (ii) its subsidiary investment advisers, First Eagle Separate Account Management, LLC, First Eagle Alternative Credit (“FEAC”) and Napier Park Global Capital (“Napier Park”), and (iii) Regatta Loan Management LLC, an advisory affiliate of Napier Park. The total AUM includes $1.6 billion of committed and other non-fee-paying capital from FEAC and $1.5 billion of committed and other non-fee-paying capital from Napier Park
T. ROWE PRICE
Summit Sponsor
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term.
We provide an array of commingled funds, subadvisory services, separate account management, retirement recordkeeping, and related services for individuals, advisors, institutions, and/or retirement plan sponsors.
Our intellectual rigor helps us seek the best ideas for our clients, our integrity ensures that we always put their interests first, and our stability lets us stay focused on their goals as we pursue better investment outcomes.
The principle on which Thomas Rowe Price, Jr., founded the firm in 1937—that his company’s success should follow from the success it achieves for its clients—continues to guide us today. Our disciplined investment approach is rooted in proprietary research carried out by experienced professionals around the globe. To this approach, we bring a deep understanding of client needs and a long-term view that balances risk and reward. And we nurture a culture that encourages collaboration and diverse thinking.
Partners List
INSURANCE COUNCIL TEXAS
Industry Partner
The Insurance Council of Texas is a nonprofit trade association that promotes the property and casualty insurance industry in Texas by providing relevant information and resources to its members, the public, regulators, and the media. Learn more at www.insurancecouncil.org.
