1. Finding Investment Opportunities (1 ICCIE)
JUN 8 – 10, 2015
Finding Investment Opportunities (1 ICCIE)
Title Slide

2. Finding Investment Opportunities (1 ICCIE)
Jerry Samet, Senior Vice President, HSBC
Global Asset Management (USA) Inc.
William Dalziel, Partner, London and Capital
Robert Goodman, Managing Director, Goldman Sachs
David Gibbons, Managing Director, Captive Insurance PwC

3. Finding Investment Opportunities (1 ICCIE)
What are insurers’ primary macroeconomic concerns today?

4. Finding Investment Opportunities (1 ICCIE)
Do you see deflation as a growing concern for insurers? What about inflation?

5. Finding Investment Opportunities (1 ICCIE)
How have insurers dealt with the persistent low rate environment?

6. Finding Investment Opportunities (1 ICCIE)
Which asset classes do insurers expect to generate the highest returns this year (e.g. emerging market debt, funds)?

7. Finding Investment Opportunities (1 ICCIE)
What asset allocation trends have you observed among insurers? (specifically single parent captives and group/association captives)

8. Finding Investment Opportunities (1 ICCIE)
What challenges do insurers face when making asset allocation decisions?

9. Finding Investment Opportunities (1 ICCIE)
How do regulatory capital concerns influence insurers’ asset allocation decisions?

10. Finding Investment Opportunities (1 ICCIE)
To which asset classes are insurers looking to outsource investments?

11. Finding Investment Opportunities (1 ICCIE)
Is over-capitalization a concern for insurers, and if so what have been the effects?

12. Finding Investment Opportunities (1 ICCIE)
Questions?