Conference 2021

March 1 – March 2, 2021 • Virtual

2021 Conference Registration

On behalf of the board of the Association of Insurance and Financial Analysts (AIFA), welcome! As we pivot to a virtual format in 2021, we remain steadfast in our mission 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 2021 conference fee is $300 per attendee, including all panels and company meetings. 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. For companies sponsoring events/group meetings, your sponsorship includes conference registration fees for unlimited management participants.

Attendee • Sponsor • Panelist


  • Monday, March 1


    State of P&C Insurance Panel

    Moderators: Brian Meredith & Elyse Greenspan
    AIG – David McElroy, EVP & CEO General Insurance
    Arch Capital – Marc Grandisson, CEO
    Marsh McLennan – Mark McGivney, CFO

    State of Life Insurance Panel

    Moderator: Andrew Kligerman
    Athene Holdings – William Wheeler, President
    Protective Life – Richard Bielen, President & CEO
    Wilton Re – Chris Stoup, Chairman & CEO





    Global Reinsurance Panel

    Moderator: Tracy Benguigui
    Axis Capital – Steve Arora, CEO Reinsurance
    HX – David Flandro, Head of HX Analytics
    Transre – Michael Sapnar, CEO



    Employee Benefits Panel

    Moderator: Erik Bass
    Sun Life – Dan Fishbein, President, Sun Life U.S.
    Unum – Chris Pyne, Head of Unum U.S.
    Voya – Rob Grubka, Head of Employee Benefits



    Annuities Panel

    Moderator – John Bakewell Barnidge
    Athene Holdings – Grant Kvalheim, CEO & President, Athene USA
    Midwest Holding – Michael Salem, CEO
    Venerable Insurance & Annuity Co. – Miles Kaschalk



    Brokers Panel

    Moderator: Michael Zaremski
    Brown & Brown – Andy Watts, CFO
    Truist – John Howard, Chairman & CEO
  • Tuesday, March 2


    Alternative Capital Panel

    Moderator: Ryan Tunis
    Arch Capital – Francois Morin, CFO
    Aditya Dutt (Formerly with RenaissnceRe)
    Healthcare of Ontario Pension Plan (HOOP) – Bernard Van Der Stichele, Portfolio Manager
    Integral ILS – Lixin Zeng, Founder & CEO

    Insurance M&A Panel

    Moderators: Ryan Krueger & Elyse Greenspan
    Goldman Sachs – Pat Fels
    Barclays – Tom Vandever
    Citi – Jawad Haider

    InsurTech Panel

    Moderator – Mike Phillips
    Root – Dan Rosenthal, CFO
    Brown & Brown/Coverhound – Jimmy Saldana, Director of Strategic Innovation
    The Hanover Group – Dick Lavey, EVP, President Hanover Agency Markets



    Personal Lines Panel

    Moderator: David Motemaden
    Progressive – Doug Constantine, Director of IR
    Intact Financial – Isabelle Girard, SVP, Personal Lines
    Goosehead – Brian Pattillo, Vice President



    Ratings Agencies Panel

    Moderator: Paul Newsome
    AM Best – Steve Chirico
    Demotech – Barry Koestler
    Fitch – Brian C. Schneider, Sr. Director North American Insurance Ratings
    KBRA – Donna Halverstadt
    Moody’s – Scott Robinson
    S&P – Carmi Margalit

    Mortgage Panel

    Moderator: Phil Stefano
    MGIC Investment Corp – Tim Mattke, CEO
    Global Mortgage Group, Arch Capital – David Gansberg, CEO

Conference Organizing Committee

John Bakewell Barnidge
Piper Sandler

Andrew Kligerman
Credit Suisse

Paul Newsome
Piper Sandler

Michael Zaremski
Credit Suisse

Erik Bass
Autonomous Research

Brian Meredith

Phil Stefano
Deutsche Bank

Tracy Benguigui

David Motemaden
Evercore ISI

Ryan Tunis
Autonomous Research

Companies Scheduled to Attend

Aflac (AFL)


Alleghany (Y)

Allstate (ALL)

Ambac (AMBC)

AM Best (Panel Only)

American Equity (AEL)

American Financial Group (AFG)

Arch Capital (ACGL)

Argo Group (ARGO)

Athene (ATH)

Axis Capital (AXS)

Barclays (Panel Only)

Brighthouse (BHF)

Brown & Brown (BRO)

BRP Group (BRP)

Citi (Panel Only)

CNO Financial (CNO)

Demotech (Panel Only)

Employers Holdings (EIG)

Enstar (ESGR)

Equitable (EQH)

Everest Re (RE)

Fitch Ratings

Goldman Sachs (Panel Only)

Goosehead (GSHD)

Hanover Insurance Group (THG)

Horace Mann (HMN)

Intact Financial (IFC)

International General Insurance (IGI)

James River (JRVR)

KBRA (Panel Only)

Kingstone Co.’s Inc. (KINS)

Lincoln Financial (LNC)

Manulife (MFC)

Marsh & McLennan (MMC)

MetLife (MET)


Midwest Holding (Panel Only)

Moody’s Investors Service

NMI Holdings (NMIH)

Palomar (PLMR)

Primerica (PRI)

Principal Financial (PFG)

ProAssurance (PRA)

Progressive (PGR) (Panel Only)

Protective Life (Panel Only)

Prudential (PRU)

Radian (RDN)


RenaissanceRe (RNR)


Root (ROOT)

Selective (SIGI)

S&P (Panel Only)

Sun Life (SLF)

Swiss Re (SREN)

The Hartford (HIG)

Travelers (TRV)

Truist (Panel Only)

United Fire Group (UFCS)

Unum (UNM)

UPC Insurance (UIHC)

Venerable (Panel Only)

Voya (VOYA)

WR Berkley (WRB)

Wilton Re (Panel Only)


What is the cost to attend the AIFA Conference?

The 2020 Conference fee is $300 and includes all panels and sponsor meeting selections.

When does the Conference begin?

The Conference begins on Monday, March 1, 2021 at 8:00 AM (EST).

How do I access the Virtual Conference?

Accessing the Virtual Event:
You must be registered for the event in order to access the Attendee Website
• Please click on the AIFA Virtual Attendee Hub and log in by entering your First Name, Last Name and Email Address (email used for Registration) at least ten minutes prior to the session start time.
• A Verification Code will be emailed or texted to you within 30 – 60 seconds.
• If you do not receive a verification code, click on the “Didn’t receive a code? Try again” link. If you do not receive the code after trying again, please email for assistance.

Tips for a smooth check-in:

• A desktop or laptop computer with a stable internet connection, video, and audio capability is recommended.
• Session start times are all EST and should adjust to your local time zone.
• For best viewing experience we recommend the following browsers: Chrome, Firefox and Safari. For attendees viewing on Internet Explorer 11, you may experience lags in streaming. To maximize your attendee hub experience we recommend you do not sign in through your company assigned VPN.
• Ensure that your computer’s camera, microphone, and sound are enabled for your browser and allow permissions to the Cvent Attendee Hub platform.

All panel presentations and small company group meetings can be accessed in the AIFA Virtual Attendee Hub. Access to sessions is available five minutes before the start time of each session by clicking the Join button for the session.
Please remember you have to join each panel session and each small group meeting separately.

Panel sessions and small group meetings include Live Q &A. After joining a panel session, questions may be submitted to the Moderator in the “Live Q & A” section on the right side of your screen. Please note the question defaults to ask anonymously. Uncheck the box if you want your name associated with the question. Small group meetings are a fully interactive Zoom Meeting. Q & A will be directed by the host company.

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

The cut off for making meeting selections on line was February 22, 2021.

How do I Modify My Registration?

Please email for assistance.

Who is the contact for panel presentations and production needs?

Darrin Contessa
Pro Media Productions
Office/Cell 602-920-2912
Email –

Sponsoring Companies

For Information on how to register as a Sponsor Company, please CLICK HERE.


For Information on how to register as a Panelist, please CLICK HERE.

What is the dress code for the Conference?

The dress code for the Conference is business casual.

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.