AIFA

Conference 2022

March 6-8 • Naples Grande Beach Resort
Naples, Florida

2022 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’s priority in all meeting and event decisions is the safety and welfare of our attendees, partners, and team. To enable in-person events to take place with lower risk to participants, AIFA currently requires all attendees at AIFA in-person meetings and events to provide proof of full vaccination against COVID-19 through AIFA’s designated vaccine verification service provider, ID.me.

Proof of full COVID-19 vaccination means documentation that the individual is at least two weeks past the full primary two-injection course of the Pfizer-BioNTech or Moderna vaccines or a single shot of the Johnson & Johnson vaccine. Instructions for vaccination verification are available at the conclusion of the registration process on the confirmation page.

AIFA is a non-profit organization which relies on company sponsors and attendees to cover expenses. The 2022 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

Agenda

  • Sunday, March 6

    12:00pm-5:00pm

    Registration

    Weston & Associates

    12:00pm-6:00pm

    John Nadel Memorial Golf Tournament

    Sponsored by: Arch Capital

    Naples Grande Golf Club

    Coordinator: Ryan Tunis

    2:00pm-4:00pm

    Tennis Outing

    Naples Grande Tennis Club

    Coordinator: Hristian Getsov

    7:00pm-10:00pm

    Welcome Reception & Dinner

    Sponsored by: MetLife

    Sunset Veranda

    9:00pm-11:00pm

    Ping Pong Tournament

    Sponsored by: TBD

    Royal Palm Foyer

  • Monday, March 7

    7:00am-8:00am

    Breakfast

    Sponsored by: Everest Re

    8:00am-8:50am

    State of Life Insurance Panel

    Moderators: John Barnidge & Nigel Dally

    Aegon/Transamerica – Will Fuller, President & CEO

    Aflac – Fred Crawford, President & COO

    Lincoln Financial – Ellen Cooper, EVP & incoming President & CEO

     

    9:00am-9:50am

    State of P&C Insurance Panel

    Moderators: Paul Newsome & Jimmy Bhullar

    AIG – Dave McElroy, CEO of General Insurance

    Arch Capital – Marc Grandisson, CEO

    Marsh McLennan – John Q. Doyle, Group President, COO & Vice Chairman

    The Hanover Insurance Group – Jack Roche, CEO

    9:45am-10:15am

    Break

    Sponsored by: BRP Group

    10:00am-10:50am

    Mortgage Insurance Panel

    Moderator: Bose George

    Essent Group – Mark Casale, CEO

    Arch Capital – David Gansberg, CEO, Arch Mortgage Insurance

     

    11:00am-11:50am

    Specialty Insurance Panel

    Moderators: Brian Meredith & Meyer Shields

    Axis Capital – Albert Benchimol, President & CEO

    International General Insurance – Waleed Jabsheh, CEO

    WR Berkley – W. Robert Berkley Jr., President & CEO

    12:00pm-1:15pm

    Lunch

    Sponsored by: Voya & The Hanover Insurance Group

    1:15pm-2:05pm

    Employee Benefits Panel

    Moderator: Erik Bass

    Lincoln Financial – Jamie Ohl, President, Workplace Solutions

    MetLife – Ramy Tadros, President, U.S. Business

    Unum – Chris Pyne, Head of Unum U.S.

     

    2:15pm-3:05pm

    Insurance Brokers Panel

    Moderator: Mike Zaremski

    Brown & Brown, Inc – Andy Watts, EVP & CFO

    Truist Insurance Holdings – John Howard, Chairman & CEO

    3:00pm-3:30pm

    Break

    Sponsored by: BRP Group

     

    3:15pm-4:05pm

    InsurTech Panel

    Moderators: Mike Phillips & Yaron Kinar

    Cambridge Mobile Telematics – Ryan McMahon, VP of Strategy,

    Guidewire Software – Paul Mang, Chief Innovation Officer

    AM Best – Steven Chirico, Director

    5:30pm-6:00pm

    Cocktail Reception

    6:00pm-8:00pm

    Dinner

    8:00pm-10:00pm

    AIFA Nightcap

    Sponsored by: The Hartford

    9:00pm-11:00pm

    Ping Pong Tournament

    Sponsored by: TBD

    Royal Palm Foyer

  • Tuesday, March 8

    7:00am-8:00am

    Breakfast

    Sponsored by: Aflac

    8:00am-8:50am

    ILS Panel

    Moderator: Ryan Tunis

    Aeolus Capital Management – Aditya Dutt, President

     

    9:00am-9:50am

    Spread Based Products Panel

    Moderator: Ryan Krueger

    Athene – Grant Kvalheim, CEO and President, Athene USA

    Global Atlantic – Peggy Poon, SVP Corporate Development

    Protective Life – Deep Banerjee, SVP & Treasurer

    9:45am-10:15am

    Break

    Sponsored by: BRP Group

    10:00am-10:50am

    Personal Lines Panel

    Moderator: David Motemaden

    Clearcover – Kyle Nakatsuji, Co-Founder & CEO

    Palomar – Mac Armstrong, Chairman & CEO

    Progressive – Doug Constantine, Director of Investor Relations

    11:00am-11:50am

    Rating Organizations Panel

    Moderator: Paul Newsome

    AM Best – Steven Chirico, Director

    Demotech – Barry Koestler, Chief Ratings Officer

    Fitch – Gerry Glombicki

    KBRA – Peter Giacone

    Moody’s – Marc Pinto, Managing Director

     

    12:00pm-1:15pm

    Lunch

    Sponsored by: Travelers

     

    1:15pm-2:05pm

    Annuities Panel

    Moderator: Alex Scott & Tracy Benguigui

    Ram Kelkar, CFA – Principal and Managing Director, Capital Markets Group, Milliman

    Jeff Mauro – CIO, Fortitude Re

    Robin Raju – CFO, Equitable Holdings

     

    2:15pm-3:05pm

    M&A Panel

    Moderators: Elyse Greenspan & Ryan Krueger

    Pat Fels, Head of FIG Americas, Goldman Sachs

    Jawad  Haider, Managing Director, Head of Insurance North America, Citi

    Tom Vandever, Managing Director; Co-Head of FIG Americas M&A, Banking, Barclays

     

    3:15pm-3:45pm

    Break

    5:30pm-8:00pm

    Cocktails & Dinner

Conference Organizing Committee

John Bakewell Barnidge
Piper Sandler & Co.

Jimmy Bhullar
JP Morgan Securities

Yaron Kinar
Jefferies LLC

Alex Scott
Goldman Sachs

Erik Bass
Autonomous Research

Nigel Dally
Morgan Stanley

Brian Meredith
UBS

Ryan Tunis
Autonomous Research

Tracy Benguigui
Barclays

Bose George
KBW

David Motemaden
Evercore ISI

Mike Zaremski
Wolfe Research

Event Sponsors

Companies Scheduled to Attend

Aegon (AEG)

Aeolus Capital Mgmnt (Panel Only)

Aflac (AFL)

AIG (AIG)

Alleghany (Y)

Allstate (ALL)

A.M. 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 Financial (BHF)

Brown & Brown (BRO)

BRP Group (BRP)

Cambridge Mobile Telematics (Panel Only)

Citi (Panel Only)

Demotech, Inc. (Panel Only)

Employers (EIG)

Enstar (ESGR)

Equitable (EQH)

Essent (ESNT)

Everest Re (RE)

Fitch Ratings

Global Atlantic Financial Group

Goldman Sachs (Panel Only)

Goosehead (GSHD)

Guidewire Software (Panel Only)

Horace Mann (HMN)

Intact Financial (IFC)

International General (IGI)

KBRA (Panel Only)

Kemper (KMPR)

Kinsale (KNSL)

Lincoln Financial (LNC)

Manulife (MFC)

Marsh McLennan (MMC)

MetLife (MET)

Moody’s Investors Service

Palomar (PLMR)

Primerica (PRI)

Principal Financial (PFG)

Progressive (PRG) Panel Only

Protective Life

Prudential (PRU)

Radian (RDN)

Reinsurance Group of America (RGA)

RenaissanceRe (RNR)

RLI (RLI)

Root (ROOT)

Selective (SIGI)

SiriusPoint (SPNT)

The Hanover Insurance Group (THG)

The Hartford (HIG)

Travelers (TRV)

Truist (Panel Only)

United Fire Group (UFCS)

Unum (UNM)

Voya (VOYA)

WR Berkley (WRB)

FAQS

What is the cost to attend the AIFA Conference?

The 2022 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 6, 2022. The panel sessions and small group meetings will start Monday morning at 8:00 AM, March 7, 2022.

What are the check in and check out times at the Naples Grande Beach Resort?

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 Royal Palm Ballroom. Small company meetings are held in various meeting rooms on the second floor in addition to guest room suites and villas at the resort. Please CLICK HERE for maps of the resort meeting space.

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

Meeting selection for investors occurs during the registration process or by modifying your registration. The cutoff for making meeting selections is February 23, 2022. Please CLICK HERE for a list of proposed meetings and times. Note the schedules are subject to change.

How do I modify my registration?

For information on how to modify your registration, please CLICK HERE.

Who is the contact for panel presentations and production needs?

Darrin Contessa
Pro Media Productions
Office/Cell 602-920-2912
Email – Darrin@PromediaPro.com

Sponsoring Company Registration

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

Panelist Registration

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. You may want to bring a sweater or jacket in case the meeting room is cool.

What airport(s) are near the Naples Grande Beach Resort?

The Fort Myers – Southwest Florida International Airport (RSW) is approximately 32 miles from the Resort.

How can I get to the Naples Grande Beach Resort?

Dolphin Transportation will be providing airport transfers on a request basis only and can be reached at 239-530-0100. We suggest you contact them in advance to make reservations.

Taxi and other Ride Share Booking services are generally available at the Airport and the Resort.

Is a Covid-19 vaccination required to attend the conference?

Yes, AIFA’s priority in all meeting and event decisions is the safety and welfare of our attendees, partners, and team. To enable in-person events to take place with lower risk to participants, AIFA currently requires all attendees at AIFA in-person meetings and events to provide proof of full vaccination against COVID-19 from AIFA’s designated vaccine verification service provider, CVent Health Check, powered by ID.me. ID.me verifies vaccination status. CVent will not store any health information or vaccine status.

Proof of full COVID-19 vaccination means documentation that the individual is at least two weeks past the full primary two-injection course of the Pfizer-BioNTech or Moderna vaccines or a single shot of the Johnson & Johnson vaccine. Instructions for vaccination verification are available at the conclusion of the registration process on the confirmation page.

CVent Health Check, powered by ID.me can be accessed by Clicking Here. ID.me verifies your vaccination status. CVent will not store any health information, vaccination status or responses to the questionnaire you provide to ID.me. You are encouraged verify your vaccination status as soon as possible.

You will be required to provide proof of COVID-19 vaccination through Cvent Health Check powered by ID.me. Without such confirmation you will not be able to retrieve your name badge and conference collateral..

How do I verify my vaccination status?

Access the verification site at CVent Health Check powered by ID.me.
1 – Create a free ID.me account with an email address and password.
2 – Verify your account from email sent from ID.me
3 – Choose your identification verification method:
Mobile Phone #
License or State ID
Passport
Passport Card
4 – Upload Proof of Vaccination
Enter type and date(s)
Choose document type:
Vaccination Card (Front & Back)
State Registry Record
Health Care Provider Record
5 – Confirm information and submit

Verification usually takes less than ten minutes and you will be notified by email of your status.

It’s recommended you download the ID.me wallet at the Apple or Google store for easy access to your verification.

You will be required to provide proof of COVID-19 vaccination through Cvent Health Check powered by ID.me. Without such confirmation you will not be able to retrieve your name badge and conference collateral.

Is there on line help for completing my verification?

Tap the “Need help verifying?” link within the Health Check workflow for priority assistance.

Further assistance verifying your status can be found HERE.

How do I download the Conference App?

1 Download the app. On the device you’re bringing to the event, access the App Store or Google Play Store and search for the “Cvent Events” app. Once you’ve found the app, download it.

For Apple devices:
Use this link to access the Cvent Events app from the App Store

For Android devices:
Use this link to access the Cvent Events app from Google Play

2 Search for the event. Return to your device’s home screen and open the app. Depending on the event’s security settings, enter the event name (Association of Insurance & Financial Analyst in the search bar.
 
NOTE: Already logged in to another event? To return to the event directory and search for the new event, tap the Profile tab, then Account Settings. Tap Exit event at the bottom of the screen.

3 Download the event. Tap the Download Event icon to download the event.

4 Enter your info. If you aren’t automatically prompted to log in, tap the Profile tab at the bottom of the screen, then Log in.
Enter your first name, last name, and email. Then tap the arrow.

5 Verify your account. You’ll either receive an email and text message containing a verification code or just an email. Read it, then return to the app, enter the code, and tap the arrow.
After entering the verification code, you’ll be logged in and taken to the event’s Home page, or back to the Profile tab.

Naples Grande Beach Resort Information

The cutoff date at the Resort to reserve a room is February 14, 2022 and credit cards for Resort Deposit will be Charged One Night Room and Tax on February 14, 2022.

Deposits for individual room reservations are fully refundable if a room is cancelled seven days or more prior to the arrival date.

Rooms cancelled within the seven day window will result in a charge to be determined by the Resort.

No Shows will result in a charge to be determined by the Resort.

Departure dates changed at the Resort after check-in will result in a charge to be determined by the Resort.

Confirmations will come directly from the Resort to the primary e-mail address provided by attendee in late February.

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

Contact Us

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

Hotel Information

Grande

Naples Grande Beach Resort
475 Seagate Drive
Naples, FL 34103

Check-in Time: 4:00 PM
Check-out Time: 11:00 AM

Tower Guest Rooms: $369 + Tax Per Night

A warm, effortless level of hospitality greets you at the Naples Grande Beach Resort. This inviting beach property sets the standard for treating guests and families to endless activities, incredible nearby sights, and an unmatched level of service and attention. Rediscover this unique Florida resort and indulge in a truly special getaway.

  • Located on 23 manicured acres along the Gulf of Mexico in Naples, Florida
  • Adjacent to miles of natural mangrove estuary waiting to be explored
  • Minutes from designer shopping, family attractions, the Caribbean Gardens at Naples Zoo and the Florida Everglades
  • Just seven miles (10 minutes) northwest of Naples Municipal Airport (APF)
  • 32 miles, (35 minutes) to the Fort Myers – Southwest Florida International Airport (RSW)

Naples Grande Beach Resort
475 Seagate Drive
Naples, FL 34103

Room Type and Rate:
Tower Guest Room – $369 + Tax Per Night

Important Information: Credit Cards for Hotel Deposit will be Charged One Night Room and Tax on February 11, 2022.  Deposits for individual room reservations are fully refundable if a room is cancelled 14 days or more prior to the arrival date.  Hotel No Shows will result in a charge to be determined by the Resort. Departure dates changed at the Resort after check-in will result in a charge to be determined by the Resort.  The cut off for obtaining the AIFA group rate at the Naples Grande is February 14, 2022. After that date, room reservations are subject to availability and current rates. Confirmations will come directly from the Resort to the primary e-mail address provided by attendee in late February.

Tower Guest Room

Rate: $369 + Tax Per Night

Newly renovated and decorated in soothing maritime hues, Tower Rooms offer either one King Bed or two Queen Beds, allowing you to wind down in sumptuous comfort. Relax in spacious surroundings, including a conversation area with a large desk, a marble bathroom with dual vanities, oversized soaking tub and separate shower, and begin each day by looking out on beautiful Naples, Florida, from a fully furnished private balcony.

 

Amenities

  • Newly renovated featuring a beach-inspired palette of soft blues and whites
  • Oversized rooms of 465 square feet
  • One King bed or two Queen beds
  • Separate walk-in showers and oversized soaking tubs
  • Private balcony with a wide angled view
  • Conversation area, with a full-sized desk
  • 47″ HD LCD TV
  • Mini refrigerator
  • iPod docking station/alarm clock
  • In-room safe
  • Individually controlled digital thermostat
  • Hairdryer, iron and ironing board
  • Keurig coffeemaker, with coffee and tea k-cups
  • Wi-Fi
  • Signature bathrobes available upon request

Recreational Facilities

  • Three Swimming Pools
  • Golf – Enjoy an optimum golf course for players of all skill levels at the private Naples Grande Golf Club. Acclaimed golf architect Rees Jones designed a par 72 championship course that proves both interesting and challenging.
  • Tennis – Naples Grande offers an unrivaled tennis program for players of all ages and skill levels. Under the direction of Peter Burwash International, known world-wide for their first-class tennis professionals and expert instruction. Naples Grande is home to fifteen Har – Tru tennis courts and a must for tennis enthusiasts, professionally managed by PBI professionals.

Sample cuisine from our diverse selection of established dining options. Enjoy the overall ambience, integrating the four basic elements – earth, fire, sky, and water – creating a naturally inspired gathering spot for delicious food and lively conversation.

  • Aura Restaurant, encompasses a truly cosmopolitan, cutting-edge atmosphere, offering a sumptuous menu.
  • Rhode’s End, is the ideal spot for a casual lunch, or simply enjoy the sunset with a tropical cocktail.
  • Spressi Marketplace, Perfect for coffee lovers and guests on-the-go.
  • Mantra – The lounge in the lobby. Gather with friends or colleagues and enjoy a variety of customized cocktails and specialty drinks.  Lunch and dinner served.
  • Gulfcoast Oasis Pool Bar, Offers a menu of baja-inspired sandwiches and refreshing salads.. Sure to satisfy any size appetite.
  • In Room Dining, Our guestrooms and suites are the most spacious in the area and all feature beautiful private balconies that are perfect for an al fresco meal.

Ground Transportation

Airport Transfers

Dolphin Transportation will be providing airport transfers on a request basis only and can be reached at 239-530-0100. We suggest you contact them in advance to make reservations.

Taxi and other Ride Share Booking services are generally available at the Airport and the Resort.

Activities

The John Nadel Memorial Golf Tournament, sponsored by Arch Capital is scheduled for Sunday March 6, 2022 at 12:00 PM at the Naples Grande Golf Club. 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 2022 AIFA Tennis Outing is scheduled for Sunday March 1, 2020 from 2:00 – 4:00PM at the Naples Grande Tennis Club. 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 2022 AIFA Ping Pong Tournament, is scheduled for Sunday and Monday nights, March 6th and 7th. 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.