ACLI ANNUAL CONFERENCE 2019
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 our clients’ needs and deliver world class investment solutions. As of December 31, 2017, we 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 Investments.
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 (email@example.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, we believe it’s our responsibility to help investors of all sizes succeed in the New World of Investing. We were 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, our 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 our 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 our 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 our history of performance for insurers and other investors around the world.
Contact: Michael McRaith, (michael.McRaith@blackstone.com); Molly Sheinberg, (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)
Bradley Arant Boult Cummings LLP is a full-service law firm with offices across the southeastern and mid-Atlantic states. The attorneys in Bradley Arant’s Insurance Group have developed the experience and skills necessary to vigorously represent the interests of our insurance clients in matters ranging from litigation to contract development to regulatory hearings to inquiries made by various Departments of Insurance to labor/employment advice to corporate issues. Our Insurance Group represents insurance and annuity companies in agent cases, class actions, rating cases, contract disputes, bad faith actions, fraud and other policyholder disputes, as well as coverage and duty to defend cases. We are also retained by insurance companies to defend their insureds in all types of litigation. Bradley Arant’s insurance attorneys practice in state and federal courts across the country, including the United States Supreme Court, various U.S. Courts of Appeals and numerous state Supreme Courts. A number of our attorneys concentrate their skills on the unique requirements of class action defense and have defended class actions in state and federal courts across the United States. Bradley Arant also has attorneys who devote a significant amount of their time to representing our clients, including our insurance clients, in appellate work. In short, no matter how complex the issue, we have the experience and the skills to defend our clients’ interests effectively.
Contact: Gary Howard (firstname.lastname@example.org)
Carlton Fields has more than 300 attorneys and consultants serving its insurance industry and other clients from offices in California, Connecticut, Florida, Georgia, 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 matters, business transactions, and corporate counseling. Our insurance group is forged from the combination of our legacy firms, Carlton Fields and Jorden Burt. We bring an integrated approach to servicing our clients by drawing on the collective insurance industry experience of our business, regulatory, and litigation attorneys. For additional information, visit www.carltonfields.com. (Carlton Fields practices law in California through Carlton Fields Jorden Burt, LLP.)
Contact: Ben Kent (email@example.com)
Clyde & Co is a global firm with insurance at the heart of its strategy with more than 230 partners and nearly 1,000 lawyers focused exclusively on insurance and reinsurance work in 50 offices in the US and around the world. We have established teams across our global network covering virtually every class of business and related service area.
Contact: Stacey McReynolds (Stacey.McReynolds@clydeco.us)
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 (firstname.lastname@example.org)
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.
Samantha Arnold, Senior Associate – Samantha.email@example.com (860) 299-2257
Drinker Biddle's Life Insurance and Annuities Practice represents major life insurance groups in significant litigation and corporate matters. We are on the forefront of today's life insurance issues. For example, we assist clients in resolving complex legal issues relating to the secondary market for high face value life insurance policies, including stranger-originated life insurance (STOLI) transactions and stranger-originated annuity transactions (STAT). In addition to life insurers, we also represent broker general agents, broker dealers, escrow agents and premium financing companies. As well, our national annuities practice has handled hundreds of litigation matters, ranging from suitability class actions to structured settlement transfer petitions. Our practice also includes regulatory and claims issues for long term care insurers, privacy and compliance issues under GLBA and HIPAA, 419(a) and 412(i) tax shelter issues, and class action litigation related to all of the above-described products and issues.
Contact: Jason Gosselin (Jason.Gosselin@dbr.com)
EnTrust Global is a diversified alternative investment firm that manages money for institutions and private investors worldwide. EnTrust Global offers broad investment strategy expertise - including opportunistic co-investments, private debt and real assets, multi-asset and multi-strategy portfolios, hedge fund strategies, and customized separate accounts. EnTrust Global's commingled fund offerings span the liquidity spectrum from daily to quarterly to multi-year funds. As one of the world's largest alternative investment managers, EnTrust Global has the talent, scale and resources to bring clients the creative and meaningful solutions they require to achieve their investment goals. EnTrust Global brings together the deep industry expertise that resulted from the 2016 combination of EnTrust (founded in 1997) and Permal (founded in 1973). The EnTrust Global investment advisory affiliates are authorized and regulated by the securities regulator in their relevant jurisdiction, including the Securities and Exchange Commission in the U.S., the Financial Conduct Authority in the U.K., the Autorité des Marchés Financiers in France.
Contact: Morgan Benjamin (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 Baker Daniels, LLP has delivered knowledgeable, practical and responsive service to the insurance industry for more than four decades. We handle the most challenging corporate, transactional and product needs and provide seamless and integrated regulatory, legal, legislative and public policy counsel across federal, state and international jurisdictions. As one of a few U.S. firms with a dedicated team of full-time insurance professionals—complemented by a deep bench of consultants and attorneys who provide specialized expertise to insurance industry clients, as needed—we deliver comprehensive and proactive counsel, partnering with clients on risk management strategies, public policy opportunities and regulatory compliance on a national scale. When clients tell us we’re focused, responsive and easy to work with, we’ve succeeded.
Faegre Baker Daniels is dedicated to serving the legal needs of regional, national and international businesses and is one of the 75 largest law firms headquartered in the U.S. From offices in the US, UK, and China, our more than 750 legal and consulting professionals provide expertise in more than 85 practice areas and industry segments.
Contact: Caryn M. Glawe (firstname.lastname@example.org)
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 (email@example.com)
Fiserv drives innovation in Payments, Processing Services, Risk & Compliance, Customer & Channel Management and Insights & Optimization. A global leader in financial services technology, Fiserv is a FORTUNE 500 company and is on the FORTUNE Magazine “World’s Most Admired Companies®” list.
More than 1,200 organizations across 70 countries worldwide use anti-money laundering and fraud detection software from Fiserv. It's highly effective, efficient and adaptive to uncover even the most sophisticated crime schemes. Fiserv has helped clients manage financial crime risk for more than 20 years, including banks, credit unions, brokerages and insurance organizations.
Contact: Jessica Hayslip (Jessica.Hayslip@fiserv.com)
Guggenheim Partners - Insurance asset management is part of Guggenheim’s DNA. Our objective is to understand the unique set of needs of each insurance client and partner with them to help them achieve their investment goals. We are a proven insurance asset manager with trusted partners/clients ranging from $100 million for sector specific mandates to multi-billion-dollar core accounts. We are able to work as a “Virtual CIO” if needed for our clients. We are constantly collaborating with our clients to design insurance products and services that foster growth and mutual success.
Kathleen Lee, Kathleen.firstname.lastname@example.org (201) 901-9442
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,
Johnson Lambert LLP is one of the nation’s largest insurance-focused CPA and consulting firms, ranking as the 5th largest auditor of insurance companies, according to the September 2018 report "Analysis of Independent Auditors for Insurance Companies" by Aon's Ward Benchmarking Solutions. For over 30 years, we have focused on providing audit, tax, and advisory services to a nationwide client base, which today includes 500+ insurance entity clients. We also serve nonprofit organizations and employee benefit plans. Johnson Lambert is an independent member of DFK International/USA, a worldwide association of independent accounting and management consulting firms. For more information on our firm, please visit JohnsonLambert.com.
Contact: Courtney Kiss, Chief Marketing Officer, (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, 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, Project Finance and Corporate sectors. With over 200 employees and offices in New York, NY, Dresher, PA and Frederick, MD, our experienced analysts have published over 5,000 ratings across asset classes. KBRA strives to provide the investment community with the products and tools needed to make informed investment decisions.
Contact: Holly DeBartolo (firstname.lastname@example.org)
KPMG's national insurance practice includes more than 1,400 professionals located in 87 offices throughout the United States. Our national practice is complemented by a global network of more than 7,000 insurance professionals—a network that is vital when our clients require cross-border support. Key marketplaces extend across the globe, with insurance professionals located in 152 countries on six continents.
Our clients are far-reaching, spanning life and property and casualty (P&C) insurers to reinsurance and captive companies, healthcare insurers and providers, and governmental agencies. We are focused on meaningful contributions to the sector as we assist our clients in transforming the insurance landscape.
Contact: Sheryl Flum (email@example.com); Lynne Flater (firstname.lastname@example.org)
LexisNexis Risk Solutions provides data and analytic solutions that help life insurers automate and improve critical business processes, reduce expenses, combat fraud, gain pivotal insights and differentiate and deliver higher levels of customer experience. Our vast data assets and analytics can be applied across the life insurance continuum from marketing, to new business acquisition and underwriting, compliance, customer service and claim.
Contact: Karen M Phelan (email@example.com)
Locke Lord LLP The insurance industry faces many challenges, from e-commerce, market consolidation, new competitors and changing industry regulations and oversight. With more than 90 years of experience serving the insurance industry and a global reputation for excellence, Locke Lord helps clients meet these challenges while preparing for the opportunities of tomorrow. We represent clients ranging from publicly-traded, international insurers to family-owned insurance agencies, including traditional insurance business clients such as insurers, producers, premium finance companies, third-party administrators, managing general agencies, insurance guaranty funds and state insurance departments. We also represent other business entities in connection with their subsidiary insurance operations, including banks, leasing companies and retailers. We represent reinsurance clients across the United States, the United Kingdom, continental Europe and Asia. In 2011, Chambers: Client's Guide to America's Leading Lawyers for Business recognized Locke Lord as being one of the leading law firms in Insurance and Reinsurance with high national and state rankings in the areas of insurance: transactional and regulatory; insurance: dispute resolution (reinsurance); dispute resolution (insurer); and insurance: dispute resolution. Chambers noted that Locke Lord has "a strong insurance presence and reputation across the country" and "the group covers the full spectrum of insurance matters." Clients from various regions note "We value the team's depth of resources across the country and its multidisciplinary legal expertise."
Contact: Leanne Lali (firstname.lastname@example.org)
Macquarie Investment Management is a trusted advisor and partner to insurance clients worldwide. As a top manager of insurance assets, we deliver our capabilities in a client-centric manner that makes us an agile partner. Our dedicated investment and client service personnel build custom investment strategies, and we deliver through our conviction-based, long-term approach that has led insurance, institutional, and individual clients to entrust us to actively manage US$236.6 billion in assets as of March 31, 2017.
Macquarie Investment is a division of Macquarie Asset Management, a global asset manager with US$367.2 billion in assets under management as of March 31, 2017.
Contact: Thomas Hobson (email@example.com)
Mayer Brown's Global Insurance Industry Group represents insurers, reinsurers, managing general agents, brokers, commercial and investment banks and investors in transactional, regulatory and dispute resolution matters. Our broad industry experience means that—no matter which practice area is required for a particular matter, such as corporate, finance, litigation, employment, cybersecurity/data privacy or tax—we have insurance and reinsurance-focused lawyers who understand the issues impacting the industry. Our group’s mission is to deliver comprehensive interdisciplinary insurance and reinsurance experience through a seamless team-oriented approach that draws upon Mayer Brown’s enormous depth in all related areas of the law. To be kept informed of events and to receive our legal updates and other publications, please visit us at www.mayerbrown.com/experience/Insurance.
Contact: David Alberts (firstname.lastname@example.org)
Maynard, Cooper & Gale, P.C., recently ranked by BTI Consulting Group as having one of the top insurance practices in the nation, has a long history of providing exemplary representation to insurance companies in a variety of contexts. The firm’s regulatory and compliance attorneys have experience in nearly all areas of insurance regulation, including cutting edge issues like unclaimed property, cybersecurity and data analytics. Maynard Cooper’s rankings and recognition are also the result of over twenty-seven years of hard work and success defending some of the industry’s largest insurance carriers in high-stakes litigation. The firm’s creative and aggressive approach to litigation has allowed it to serve as lead counsel in defending nationwide class actions and significant individual exposure cases in state and federal courts across the country, including in multi-district litigation proceedings, as well as actions filed in notorious “tort hell” venues in places such as Alabama, Arkansas, California, Florida, Illinois, Mississippi, Texas and West Virginia. This broad range of experience allows Maynard Cooper to effectively navigate the shifting currents in the insurance industry and continue to obtain superior results for our clients.
Contact: Jeffrey Grantham (Shareholder Phone: 205-254-1035 Email: email@example.com); Thomas Butler (Shareholder Phone: 205-254-1063 Email: firstname.lastname@example.org); Ted Holt (Shareholder Phone: 205-254-1102 Email: email@example.com)
At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. Were' in the business of creating more secure and rewarding futures for our clients and their employees --- whether we're designing affordable health plans, assuring income for retirement, or aligning works with workforce needs. Using analysis and insights as catalysts for change, we anticipate and understand the individual impact of business decisions, now and in the future. We see people's current and future needs through a lens of innovation, and our holistic view, specialized expertise, and deep analytical rigor underpin each and every idea and solution we offer. For more than 70 years, we've turned our insights into actions, enabling people around the globe to live, work, and retire well. At Mercer, we say we Make Tomorrow, Today. Mercer LLC and its separately incorporated operating entities around the world are part of March & McLennan Companies, a publicly held company (ticker symbol: MMC) listed on the New York, Chicago, and London exchanges.
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)
NEAM The mission of New England Asset Mangement (NEAM) is to be integral to the success of our insurance industry clients by providing investment managment solutions through a team of skilled professionals dedicated to delivering exceptional client service. Our insurance investment managment solutions include asset mangement, enterprise risk and capital management, accessible capital and risk analytics, and investment accounting and reporting services.
Contact: Marie Callahan (email@example.com)
Post & Schell, P.C. provides nationwide legal services in the life, ERISA, annuities, and disability arenas.
Contact: Jeffery M. Brenner, Esq., Attorney (firstname.lastname@example.org)
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 our clients are some of the largest ACLI member companies.
Contact: Mark Swanson, Executive Vice President, Business Development (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 internationally recognized law firms to have a substantial, multidisciplinary practice devoted to the insurance and financial services industry. We have approximately 85 lawyers dedicated to providing regulatory, litigation and transactional services to the industry, including numerous life insurers, around the world. Sidley was named insurance “Law Firm of the Year” at the 2017 Reactions North America awards. www.sidley.com.
Contact: Michael P. Goldman (firstname.lastname@example.org)
Standard & Poor’s has been rating the financial strength of insurance companies since 1971, and is one of the largest insurance rating organizations in the world. We survey ratings on more than 2,500 insurance entities in approximately 70 countries. Standard & Poor’s provides financial decision makers with the intelligence they need to make informed decisions.
Contact: Michele Bodden (email@example.com)