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Program

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Sunday, March 6

4:00–6:30 PM               REGISTRATION

 

5:30–6:30 PM               WELCOME RECEPTION

Monday, March 7

7:00 AM – 5:00 PM         REGISTRATION

 

7:15 AM – 8:45 AM         NETWORKING BREAKFAST
 

8:45 AM – 9:00 AM         WELCOME AND OPENING REMARKS
 

                                        Speaker:
                                        Mariana Gomez-Vock, Vice President & Deputy, Policy Development,

                                        American Council of Life Insurers

 

9:00 AM – 9:20 AM        STATE OF THE INDUSTRY

                                     ACLI CEO Susan Neely will offer her perspective on the societal         

                                     challenges that we face today and how the life insurance industry can

                                     lead.

                                       Speaker:
                                       Susan Neely, President & CEO, American Council of Life Insurers  

 

9:20 AM – 10:00 AM      GENERAL SESSION – EXECUTIVE OUTLOOK
                                       This panel of CEO’s will review the hot topic sessions included in this

                                       year’s conference and share their perspectives on each of the issues. 

 

                                       Moderator:
                                       Pete Schaefer, President & Chief Executive Officer, 
Hannover Re
                                     

                                       Speaker:
                                       Jeff Poulin, Chief Executive Officer, Canada Life Reinsurance

                                       Laurent Rousseau, Chief Executive Officer, SCOR

 

10:00 AM –10:30 AM     REFRESHMENT BREAK

                    

10:30 AM –11:15 AM     GENERAL SESSION - Economic Outlook Panel
 

                                      Moderator: 

                                      Tod Nasser, Chief Investment Officer, Pacific Life
                                     
                                      Speaker:
                                      Scott Minerd, Global Chief Investment Officer, Guggenheim Partners and

                                      Chairman, Guggenheim Investments

                                      Jay Wintrob, Chief Executive Officer, Oaktree Capital Management

11:15 AM –12:00 PM    GENERAL SESSION – General Global Tax Issues
                                     This session will feature expert tax panelists from the Organisation for Economic

                                    Co-operation and Development (OECD) in Paris, the Association of British

                                    Insurers (ABI) in London, and Ernst & Young (EY) in Washington, D.C.  The

                                    session will focus on the implementation of a new global minimum tax, the

                                    purpose behind the new tax regime, implications for life insurers and reinsurers,

                                    and how it will impact business operations.  The panelists will cover issues of

                                    concern for life insurers, how various worldwide tax regimes will integrate with the

                                    OECD global minimum tax and what that means for U.S. based and foreign

                                    parented U.S. companies.

                                      Moderator:
                                      Regina Rose, Senior Vice President, Taxes & Retirement Security,

                                      American Council of Life Insurers
 

                                      Speaker:
                                      Jeff Mitchell, 
Adviser, International Co-operation and Tax Administration, Centre for

                                      Tax Policy and Administration, Organisation for Economic Co-operation and

                                      Development (OECD) (Virtual)

                                      Chris Ocasal, Principal, Ernst & Young LLP
                                      Mervyn Skeet, Assistant Director, Head of Taxation, Association of British Insurers

 

12:00 PM – 2:00 PM    NETWORKING LUNCH
                               

2:00 PM – 3:15 PM      GENERAL SESSION – INNOVATION IN ANNUITIES
                                     With an aging population, government provided social insurance systems

                                     running low on funds and continuing low interest rates, annuity sales are

                                     struggling.  In addition, regulators are requiring more capital to be held on

                                     products with guarantees making returns on these products marginal.  A

                                     prominent distributor, major annuity writer and elite product developer will

                                     discuss new and innovative products ideas that could change the market.

 

                                     Moderator:
                                     Tim Hill, Consulting Actuary & Principal, Milliman, Inc.

                                     Speaker:
                                     Tom Haines, Senior Vice President, Capital Markets & Index Solutions, Annexus

                                   Miles Kaschalk, Head of Corporate Development, Venerable

 

3:15 PM – 3:45 PM     REFRESHMENT BREAK              

 

3:45 PM – 5:00 PM     GENERAL SESSION - Life insurance Sales/Technology

                                     

                                    Moderator:
                                    Dennis E. Barnes, Chief Executive Officer, RGAX and Chief Marketing Officer, RGA
                                    Speakers:
                                    Brandon Carter, Chairman & President, USAA Life Insurance Company

                                    George Nichols, III, President & Chief Executive Officer, The American College of

                                    Financial Services
                                    Melbourne O'Banion, Co-Founder and CEO, Bestow Inc.

 

5:00 PM – 6:00 PM     NETWORKING RECEPTION

Tuesday, March 8

7:30 AM – 5:00 PM          REGISTRATION

 

7:45 AM – 9:00 AM          NETWORKING BREAKFAST

 

9:15 AM – 9:20 AM          DAY 2 WELCOME REMARKS

                                         SOA Emcee:
                                         Dale Hall, Managing Director of Research, Society of Actuaries

 

9:20 AM - 9:35 AM           HUMAN CAPITAL AND DEI - IMPLICATIONS FOR INSURERS

                                         This presentation will address human capital implications of DEI issues for                                               the U.S. insurance industry. It will also look at demographic and cultural                                                   challenges facing the profession as it seeks to diversify employment, how                                               leading insurers are addressing the issue, and what appears to be working                                             (or not). It will conclude by offering observations on the challenges and path                                           ahead for this issue

                                      

                                        Speaker:

                                        Greg Heidrich, Chief Executive Officer, Society of Actuaries

 

9:35 AM – 10:25 AM       GENERAL SESSION - DIVERSITY IN THE BOARDROOM

                                        Women are key drivers of the U.S. economy and their presence in leadership 

                                        roles throughout the industry is critical to building a strong workforce.

                                        However, women still make up less than 20% of insurance industry Board

                                        members. The percentage is even lower for women of color. Listen in as

                                        these industry leaders discuss critical steps to improve diversity in Board

                                        rooms and foster leadership across the value chain to strengthen the

                                        economy and industry as a whole.

 

                                        Moderator:
                                        Susan Neely, President & CEO, American Council of Life Insurers

 

                                        Speakers:
                                        Mary Ann Brown, PartnerRe Board Member
                                        Tricia Guinn, RGA Board Member

                                        Barbara Turner, President & Chief Executive Officer, Ohio National Financial

                                        Services

 

10:25 AM –11:00 AM      REFRESHMENT BREAK

  

11:00 AM – 12:00 PM       THE MIDTERMS: WHAT TO EXPECT NEXT NOVEMBER AND

                                          BEYOND WITH KEYNOTE SPEAKERS: ALEX CASTELLANOS

                                          AND STEPHANIE CUTTER

                                          Midterm elections always matter — but in this divided era, as the country

                                          begins a redistricting cycle amid a wave of new laws that will make it harder

                                          for Americans to vote, the 2022 midterms will matter more than most. From

                                          the role of primary voters to the issues that will bring voters to the polls a year

                                          from now, hear early insight from some of the best in the business: Stephanie

                                          Cutter, political consultant and Founding Partner of Precision, and a veteran

                                          of both Obama campaigns and the Obama White House and Alex

                                         Castellanos, founder of Purple Strategies, and former strategist for the Ryan-

                                         Romney and Bush-Cheney campaigns.

                             

                                          Moderator:
                                          Joyce Meyer, Executive Vice President, Government Relations,                                                                  American Council of Life Insurers
                                 

                                          Speakers:
 

                                          Alex Castellanos, Political Strategist and Analyst
                                          Stephanie Cutter, Legendary Political Strategist, Founder of

                                          Precision Strategies, and Former Deputy Campaign Manager &

                                          Senior Advisor to President Obama

 

12:00 PM – 2:00 PM       NETWORKING LUNCH

                                                        

2:00 PM – 3:15 PM         GENERAL SESSION - WHY INSURERS ARE DIVESTING BLOCKS

                                        OF LIFE AND ANNUITY BUSINESS: The BUSINESS

                                        PERSPECTIVE
                                        The session will focus on the increased activity in the sale of blocks of life

                                        insurance business.  Almost every major insurer has either sold or announced

                                        the sale of a portion of its life and retirement business.  What is driving these

                                        changes, and what might it mean for the future of the business.
 

                                        Moderator: 

                                        Dom Lebel, Managing Director, Willis Towers Watson

                                        Speakers:
                                        Rich Bielen, President & Chief Executive Officer, Protective Life Corporation

                                        Michael Hovey, Senior Managing Director, Blackstone Insurance
                                        Matt Grove, Chief Executive Officer & President, Resolution Life USA

 

3:15 PM – 3:45 PM         REFRESHMENT BREAK                          

 

3:45 PM – 5:00 PM        GENERAL SESSION - WHY INSURERS ARE DIVESTING BLOCKS

                                       OF LIFE AND ANNUITY BUSINESS: The REGULATOR

                                       PERSPECTIVE
                                       
The session will include a panel of regulators discussing their views on the

                                       increased activity in the sale of blocks of life insurance business.
 

                                       Moderator:
                                       Ken Frino, Managing Director, AM Best

 

                                       Speakers: 

                                       Gerald Gakundi, Director, Insurance Supervision, Bermuda Monetary Authority

                                       (BMA)
                                       Doug Ommen, Commissioner, State of Iowa Division of Insurance
                                       Nicolas Colpaert, Senior Policy Advisor, International Association of Insurance

                                       Supervisors (IAIS) (Virtual)

 

5:00 PM – 6:00 PM        NETWORKING RECEPTION

Wednesday, March 9

7:45–10:00 AM            REGISTRATION

 

 

7:45–8:45 AM              NETWORKING BREAKFAST
                               

 

8:45-10:00 AM            GENERAL SESSION - PRECISION MEDICINE AND OMICS
                                   
The life insurance industry is uniquely positioned to be the leader in bringing                                                     technology to its policyholders now.  This panel will shed light on the OMIC revolution                                       and the advancements to expect in the near and long term in respect to medical                                               technology as well as technology that is available today for cancer care that is not                                             made available by the standard of care.

                                   Moderator: 
                                   Tom Wamberg, HealthOme

                                   Speakers:
                                   Dr. Ezra Cohen, FRCPSC, FASCO, Medical Oncologist
                                   Anne Melissa Dowling, CFA, Independent Director