Conference 2020

March 1-3, 2020 • Boca Raton Resort & Club
Boca Raton, Florida

2020 Conference Registration

On behalf of the board of the Association of Insurance and Financial Analysts (AIFA), welcome! Our mission is to provide an annual conference forum to address the issues, challenges, and opportunities facing the property & casualty insurance, life insurance, reinsurance, and insurance brokerage industries.

AIFA is a non-profit organization which relies on company sponsors and attendees to cover expenses. The 2020 conference fee is $700 per attendee, including all panels, company meetings, meals, and golf/tennis outings on Sunday. A hotel block is also reserved with preferred rates available. A key advantage of AIFA is the ability to meet with many of our company sponsors. The group meeting requests will be handled as part of the online registration process. Every effort will be made to accommodate all requests, but we note that each sponsoring company will host one ‘open-for-all’ session as well. For companies sponsoring events/group meetings, your sponsorship includes conference registration fees for up to 4 management participants.

Attendee • Sponsor • Panelist


  • Sunday, March 1



    Weston & Associates


    Golf Outing

    Sponsored by: Arch Capital & Everest Re

    Boca Raton Resort & Club Course (On Site)

    Coordinator: Ryan Tunis & Crystal Lu


    Tennis Outing

    Boca Raton Resort & Club Tennis Pro Shop

    Coordinator: Frederique Sleiffer


    Welcome Reception & Dinner

    Sponsored by: MetLife

    South Garden Pool Deck


    Ping Pong Tournament

    Sponsored by: Evercore ISI & Capital Returns

    Great Hall North

  • Monday, March 2



    Sponsored by: Aflac

    Camino Hall


    State of P&C Insurance Panel

    Moderators: Mike Phillips & Brian Meredith

    AIG – Mark Lyons, EVP & CFO

    Alleghany – Weston Hicks, CEO

    Marsh & McLennan – Mark McGivney, CFO

    The Hartford – Doug Elliot, President


    State of Life Insurance Panel

    Moderators: Tom Gallagher & Jason Zucker

    MetLife – Michel Khalaf, President & CEO

    Protective Life – Richard Bielen, President & CEO

    Prudential Financial – Charles Lowery, Chairman & CEO




    Sponsored by: Voya

    Camino Foyer


    Global Reinsurance Panel

    Moderators: Jay Cohen and Jay Gelb

    Arch Capital – Marc Grandisson, CEO

    Axis Re – Steve Arora, CEO

    RenaissanceRe – Bob Qutub, CFO



    Future of Life Insurance Panel

    Moderators: Andrew Kligerman & Donna Halverstadt

    Penn Mutual – David O’Malley, President & COO

    PJT Partners – Celeste Guth, Partner

    Transamerica – Michiel van Katwijk, CFO



    Sponsored by: Travelers

    Camino Hall


    Employee Benefits Panel

    Moderators: Erik Bass

    The Hartford – Jonathan Bennett, Head of Group Benefits

    Sun Life – Dan Fishbein, President

    Unum – Mike Simonds, CEO of Unum US



    Annuities Panel

    Moderator: John Barnidge

    Athene – Bill Wheeler, President

    Equitable – Anders Malstrom, CFO

    Global Atlantic Financial Group – Kim Lee, CFO



    Sponsored by: Voya

    Camino Foyer


    Insurance Brokers Panel

    Moderator: Mike Zaremski

    BB&T Insurance – John Howard, Chairman & CEO

    Brown & Brown – R. Andrew Watts,  EVP, CFO & Treasurer


    InsurTech Panel

    Moderator: Amit Kumar

    CCC Information Services – Naved Siddique, Group VP, Solutions & Consulting

    Gabi – Josh Stirling, Chief Insurance & Partnership Officer

    Ledger Investing – Samir Shah, Co-Founder & CEO

    The Hanover Group – Dick Lavey, EVP, President, Hanover Agency Markets


    Cocktail Reception

    Camino Foyer



    Guest Speaker: Diana Nyad

    World champion athlete. Best-selling author. Broadway stage performer.

    Sponsored by: RenaissanceRe & Selective

    Camino Foyer & Ballroom


    AIFA Nightcap

    Sponsored by: The Hartford

    South Pool Deck


    Ping Pong Tournament

    Sponsored by Evercore ISI & Capital Returns

    Great Hall North

  • Tuesday, March 3



    Sponsored by: Palomar Holdings

    Camino Hall


    Alternative Capital Panel

    Moderator: Ryan Tunis

    Arch Capital – Francois Morin, EVP & CFO

    Goldman Sachs – Aurora Siwthenbank, Managing Director, Americas Financing Group (AFG)

    RenaissanceRe – Aditya Dutt, President, Renaissance Underwriters Managers Ltd.



    Insurance M&A Panel

    Moderators: Ryan Krueger & Elyse Greenspan

    Barclays – Tom Vandever, Head of FIG Americas

    Goldman Sachs – Pat Fels, Head of FIG Americas

    Oliver Wyman – Robert Winawer, Principal



    Sponsored by: Progressive

    Camino Foyer


    Accounting Changes Panel

    Moderator: Alex Scott

    Ernst & Young – Robert Frasca, FSA,

    MAAA – Executive Director, Insurance and Actuarial Advisory Services

    KPMG – Edward Chanda, National Sector Leader Insurance

    Oliver Wyman – Robert Winawer, Principal



    Personal Lines Panel

    Moderator: Dick Cagney

    The Hanover Group – Dick Lavey, EVP, President, Hanover Agency Markets

    Intact – Darren Godfrey, SVP, Personal Lines

    National General Holding Co. – Barry Karfunkel, CEO

    Progressive – John Curtiss, National Product Development Leader – Personal Lines



    Lunch – Rating Agency Panel

    Sponsored by: FedNat

    Camino Hall

    Moderator: Paul Newsome

    A.M. Best – Steve Chirico

    Demotech – Joe Petrelli, President & Co-Founder

    Fitch – Doug Meyer

    KBRA – Donna Halverstadt

    Moodys – Scott Robinson

    S&P – Tracy Dolin-Benguigui


    Mortgage Insurance Panel

    Moderators: Phil Stefano & Brian Rohman

    Essent Group Ltd. – Mark Casale, CEO

    Radian – Frank Hall, CFO



    Investments/Credits Panel

    Moderator: Ryan Krueger

    Aflac – Eric Kirsch, Global CIO; President, Aflac Global Investments

    Blackstone – Erich Schram, Sr. Managing Director & Head of Credit Solutions

    MetLife – Executive Vice President and Chief Investment Officer





    Cocktails & Dinner

    Camino Garden

Conference Organizing Committee

John Barnidge
Sandler O’Neill

Tom Gallagher
Evercore ISI

Andrew Kligerman
Credit Suisse

Paul Newsome
Sandler O’Neill

Phil Stefano
Deutsche Bank

Jason Zucker
Point 72 Asset Management

Erik Bass
Autonomous Research

Jay Gelb

Amit Kumar
Buckingham Research

Brian Rohman
Boston Partners

Ryan Tunis
Autonomous Research

Jay Cohen
BofA, Merrill Lynch

Donna Halverstadt

Brian Meredith

Alex Scott
Goldman Sachs

Mike Zaremski
Credit Suisse

Event Sponsors

Companies Scheduled to Attend

Aegon (AEG)

Aflac (AFL)


Alleghany (Y)

Allstate (ALL)

AM Best (Panel Only)

American Equity (AEL)

American Financial Group (AFG)

Arch Capital (ACGL)

Argo Group (ARGO)

Athene (ATH)

AXA Equitable (EQH)

AXIS Capital (AXS)

Baldwin Risk Partners (BRP)

Barclays (Panel Only)

BB&T Insurance (Panel Only)

Brown & Brown (BRO)

C N A Financial (CNA)

CNO Financial (CNO)

Demotech, Inc. (Panel Only)

Employers Holdings (EIG)

Enstar (ESGR)

Ernst & Young (Panel Only)

Essent (ESNT)

Everest Re (RE)

FedNat Holding Co. (FNHC)

Fitch Ratings

Goldman Sachs (Panel Only)

Heritage Insurance Holdings (HRTG)

Horace Mann (HMN)

Intact Financial (IFC)

James River (JRVR)

Kemper (KMPR)

KBRA (Panel Only)

KPMG (Panel Only)

Lincoln Financial (LNC)

Manulife (MFC)

Marsh & McLennan (MMC)

MetLife (MET)


National General (NGHC)

Oliver Wyman (Panel Only)

Palomar (PLMR)

Penn Mutual (Panel Only)

PJT Partners (Panel Only)

Primerica (PRI)

Principal Financial (PFG)

ProAssurance (PRA)

Progressive (PRG) Panel Only

Prosight (PROS)

Protective (Panel Only)

Prudential (PRU)

Radian (RDN)

Reinsurance Group of America (RGA)

RenaissanceRe (RNR)


S&P (Panel Only)

Selective (SIGI)

Sompo International (8630-JP)

Sun Life (SLF)

Swiss Re (SREN-SWX)

The Hanover Insurance Group (THG)

The Hartford (HIG)

Third Point Re (TPRE)

International General Insurance Co./Tiberius Acquisition(TIBR)

Travelers (TRV)

United (UIHC)

United Fire Group (UFCS)

Unum (UNM)

Voya (VOYA)

Watford Re Holdings (WTRE)


What is the cost to attend the AIFA Conference?

The 2020 Conference fee is $700 and includes all panels, sponsor meetings, meals, sponsored golf tournament Sunday, a sponsored Sunday tennis tournament, and a ping pong tournament on Sunday and Monday nights for those that wish to play.

When does the Conference begin?

The Conference begins with the Welcome Reception & Dinner on Sunday evening, March 1. The panel sessions and meetings will start Monday morning, March 2.

What is the dress code for the Conference?

The dress code for the Conference is business casual. You may want to bring a sweater or jacket in case the meeting room is cool.

What airports are near the Boca Raton Resort & Club?

The Ft. Lauderdale and West Palm Beach airports are both approximately 30 miles from the Resort and Miami International airport is approximately 50 miles from the Resort.

How can I get to the Boca Raton Resort & Club?

Boca Raton Transportation, a USA Transportation Co., is the ground transportation provider at the Boca Raton Resort and will be providing airport transfers on a request basis only. CLICK HERE should you wish to make reservations on-line. If you prefer to contact them in person, please call 561-750-7800 between 7:00 am – 11:00 pm (EST).

What are the check in and check out times at the Boca Raton Resort & Club?

Check in time is 4:00 PM and check out time is 11:00 AM.

Where are the meetings held during the Conference?

The Panel Sessions are held in the Great Hall South Ballroom. Small company meetings are held in The Great Hall, The Tower, The Yacht Club, and The Cloister. Please CLICK HERE for maps of the resort meeting space.

How do I make selections for Small Company Meetings during the Conference?

Meeting selection occurs during the registration process for investors. Please CLICK HERE for a list of proposed meetings and times. Note the schedules are subject to change

Contact Us

Should you have questions or need additional information, please contact Weston & Associates at or 336-725-1147, or one of the AIFA officers.

Hotel Information

The Boca Raton Resort & Club offers luxurious and sophisticated accommodations to match every lifestyle and personal preference. The Resort’s accommodations deliver a level of elegance, comfort and design sensibility unrivaled among Boca Raton hotels.

A reduced daily resort fee of $12 per room, per night, plus applicable state and local taxes will be added to all guest rooms.

Important Information:  The Boca Raton Resort & Club will charge a deposit of one night room and tax on February 3, 2020. Deposits for individual room reservations are fully refundable if a room is cancelled up to 14 days in advance of the event.  Hotel No Shows will be Charged One Night Room and Tax.  Departure dates changed at the Hotel after check-in will result in a charge to be determined by the hotel.  Confirmations will come directly from the hotel to the primary e-mail address provided by attendee in mid-February.

Cloister Estate Room

Rate: $385 + Tax Per Night

Discover the opulent Estate section of the Cloister, a modern luxury retreat.  Enjoy views of tropical courtyards and formal gardens from these cozy 380 square foot guest rooms in the 1926 cloister section of the estate. Connecting rooms and rollaways are not available in Cloister Estate rooms with two double beds. A Cloister Estate room with one king bed may connect with another Cloister Estate room with one king bed. One rollaway is permitted in a Cloister Estate room with one king bed.

Tower Room

Rate: $415 + Tax Per Night

Situated in the 27-story tower, the tallest building in Boca Raton, these oversized guest rooms feature traditional décor with large marble baths.

Standard Amenities

  • Plush, luxurious bedding, with soft new linens
  • High-speed Internet access
  • Expansive work desk
  • Cable TV, with in-room movies
  • Telephone, with voicemail
  • Alarm clock / radio
  • Hairdryer
  • Iron / ironing board
  • Air conditioning
  • In-room safe

Recreational Facilities

  • Two championship 18–hole golf courses, full program of clinics and lessons, equipment rental and award–winning pro shop.
  • 30 tennis courts (12 lighted) and a full program of clinics, lessons and professional services. Tennis concierge available to arrange matches. Racquet rental available.
  • Waldorf Astoria Spa features 44 treatment rooms, an opulent wet room, palatial gardens and an eclectic treatment menu.
  • Private Beach and full–service Marina – newly renovated 32–slip, full–service marina accommodating sailing vessels up to 150 feet in length and larger.
  • In addition, boating and sailing. Weekly cruises aboard 55′ catamaran or U–Drive boat rentals available.
  • 3 Fitness Centers
  • A total of six pools: one at the Tower, two at Boca Beach Club and one pool each at the Boca Country Club, Boca Bungalows and Spa (spa guests only).
  • Bicycling
  • Croquet
  • Volleyball
  • Family Activities: A full complement of special activities and events including
    family programs, catamaran cruises, movies, shopping excursions, theme parties, seminars, trips to local sporting events, walking tours of the Resort & Club’s gardens and historic tours of the property.
  • Children’s Activities – Camp Boca is a supervised daily service and recreational program, available year–round and geared specifically to each of two distinct age groups – Boca Tots (ages 3–5) and Boca Bunch (ages 6–11)
  • Shopping – the Resort & Club’s fine collection of shops and boutiques include:
  • Boca Logo Shop
  • Boca Breeze
  • Mizner Home
  • Golf and Tennis Pro Shops

Business Center

The Boca Raton Resort & Club has a full-service Business Center operated by FedEx Kinkos conveniently located in the Cloisters. The hours of operation are 7:00AM to 7:00PM daily.

Additional Guest Services

  • Laundry and valet
  • Room service
  • Concierge
  • Beauty salon
  • Valet parking and transportation desk
  • Safe deposit boxes
  • Complimentary shuttle service

The art of cuisine receives the highest emphasis at the Boca Raton Resort & Club. It always had and always will. By bringing together the finest food, entertainment and indulgence the world has to offer, the Resort is truly a food lover’s paradise with an experience to satisfy every want and a taste to overwhelm every desire.

501 East Kitchen & Bar

Casual dining makes 501 East the ideal spot to enjoy moderately priced contemporary specialties in a comfortable setting.


With an open-arched kitchen, hand-blown Murano chandeliers, and truly inventive Tuscan cuisine, Lucca is a modern Mediterranean masterpiece, overlooking the Intracoastal Waterway.


Offering more than 3,400 bottles of wine and champagne, in a casual setting.

Palm Court

With its dramatic transparent ceiling designed to capture an abundance of natural light, a colorful courtyard design, and natural landscaping, the spectacular Palm Court is the ideal setting to enjoy creative cocktails, unique light fare menu and entertainment.


Inspired by the New York icon Serendipity 3, this hip new family destination captures the imagination with bright, candy-like colors, whimsical Tiffany lamps, and unique, Art Nouveau fabric walls.

Poolside Dining

Situated poolside at the base of the Tower, the Gazebo is an open-air bar, specializing in light fare. With a menu that features salads, sandwiches, burgers and more, enjoy lunch, a snack or a refreshing tropical drink in a casual and comfortable environment.

Beach Club Dining

Just a short shuttle ride from the main resort, the entirely redesigned Boca Beach Club offers its own unique array of Boca Raton restaurants. Enjoy a waterfront cocktail from Ocean Bar or Beaches Café or indulge in a memorable evening of fresh seafood from the casually elegant Sea Grille.

The Blue

A fine-dining restaurant serving New American food and drink–sophisticated and contemporary with some unexpected flavors and modern takes on classic dishes.


Internationally acclaimed for his extraordinary Japanese cuisine, Sushi Master Masaharu Morimoto’s signature Sushi Bar offers a unique selection of sushi, sashimi and maki.


Overlooking the Atlantic Ocean from the third-floor lobby level of the Beach Club, this new restaurant, with both indoor and outdoor seating, offers a casual yet sophisticated atmosphere featuring outstanding wines by the glass, fresh fish, seasonal soups and salads.

Ground Transportation

Airport Transfers

Boca Raton Transportation, a USA Transportation Co., is the ground transportation provider at the Boca Raton Resort and will be providing airport transfers on a request basis only. Click here should you wish to make reservations online. If you prefer to contact them in person, please call 561-750-7800 between 7:00 am – 11:00 pm (EST).


The 2020 AIFA Golf Outing, sponsored by Arch Capital and Everest Re is scheduled for Sunday March 1, 2020 at 12:00 PM at the Boca Raton Resort Course. You must sign up for the outing during the Conference registration process. Registration includes Greens Fee, Cart and a boxed lunch. Club/shoe rental and any additional food & beverage will be the responsibility of individual golfers. The AIFA Golf Coordinator will share further information with you closer to the outing.

The 2020 AIFA Tennis Outing is scheduled for Sunday March 1, 2020 from 2:00 – 4:00PM at the Boca Raton Resort Tennis center. You must sign up for the outing during the Conference registration process. Registration includes a round robin tournament, non-alcoholic beverages, and an attending Pro. Racquet rental is the responsibility of each individual player. The AIFA Tennis Coordinator will share further information with you closer to the outing.

Back by popular demand, the 2020 AIFA Ping Pong Tournament, sponsored by Capital Returns and Evercore ISI is scheduled for Sunday and Monday nights, March 1st and 2nd. Competition begins each night at 9:00PM and will not conflict with any sponsored dinner. As with the golf and tennis outings, you must sign up during the Conference registration process.