
Conference 2023
March 5-7 • Naples Grande Beach Resort
Naples, Florida
2023 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 2023 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
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Sunday, March 5
12:00pm-5:00pmRegistration
Weston & Associates
12:00pm-6:00pmJohn Nadel Memorial Golf Tournament
Sponsored by: Arch Capital
Naples Grande Golf Club
Coordinator: Ryan Tunis
2:00pm-4:00pmTennis Outing
Naples Grande Tennis Club
Coordinator: Hristian Getsov
7:00pm-10:00pmWelcome Reception & Dinner
Sponsored by: MetLife
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Monday, March 6
7:00am-8:00amBreakfast
Sponsored by: Aflac
8:00am-8:50amState of P&C Insurance Panel
Moderators: Elyse Greenspan & Mike Zaremski
American International Group – David McElroy, CEO General Insurance
Arch Capital – Marc Grandisson, CEO
Marsh McLennan – John Doyle, CEO
Ryan Specialty – Pat Ryan, Chairman and CEO
The Hartford – Chris Swift, Chairman and CEO
9:00am-9:50amState of Life Insurance Panel
Moderator: Ryan Krueger
Aflac – Max Brodén, Chief Financial Officer
Equitable – Robin Raju, Chief Financial Officer
Resolution Life USA – Conor Murphy, Chief Executive Officer
9:45am-10:15amBreak
Sponsored by: Ryan Specialty
10:00am-10:50amInsurance Brokers Panel
Moderators: Andrew Kligerman & Rob Cox
TigerRisk – Rod Fox, Executive Chairman
Truist Insurance – John Howard, CEO
11:00am-11:50amSpecialty Insurance Panel
Moderator: Tracy Benguigui
Axis Capital – Vincent Tizzio, CEO, Specialty Insurance & Reinsurance
Palomar Holdings – Mac Armstrong, CEO
Skyward Specialty Insurance – Andrew Robinson, CEO
12:00pm-1:15pmLunch
Sponsored by: Travelers
1:15pm-2:05pmEmployee Benefits Panel
Moderator: Erik Bass
MetLife – Ramy Tadros, Regional President, U.S. Business
Sun Life U.S. – Dan Fishbein, President
Unum – Chris Pyne, EVP, Group Benefits
2:15pm-3:05pmAnnuities/Retirement Panel
Moderator: John Barnidge
CNO – Karen DeToro, Chief Actuary
F&G – Chris Blunt, President & CEO
McKinsey – Alex D’Amico, Senior Partner
Prudential – Caroline Feeney, EVP, Head of U.S. Business
3:00pm-3:30pmBreak
Sponsored by: Ryan Specialty
3:15pm-4:05pmInvestments/Credit Panel
Moderator: Alex Scott
Aflac – Brad Dyslin, Global Chief Investment Officer
Global Atlantic – Philip Sherrill, Chief Strategy Officer
Wellington – Alyssa Irving, Portfolio Manager, Financial Reserves Management Team
5:30pm-6:00pmCocktail Reception
Sponsored by: RenaissanceRe & Selective
6:00pm-8:00pmDinner
Sponsored by: RenaissanceRe & Selective
8:00pm-10:00pmAIFA Nightcap
Sponsored by: The Hartford
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Tuesday, March 7
7:00am-8:00amBreakfast
Sponsored by: Axis Capital
8:00am-8:50amInsurance Linked Securities Panel
Moderator: Ryan Tunis
Aeolus – Aditya Dutt, President
A.M. Best – Carlos Wong Fupuy – Senior Director
Healthcare of Ontario Pension Plan – Bernard Van der Stichele, Senior Portfolio Manager (ILS)
9:00am-9:50amReinsurance Panel
Moderator: Meyer Shields & Brian Meredith
Aon PLC – Bryon Ehrhart – Global Head of Growth and Strategic Development
Everest Re – Juan Andrade, President & CEO
RenaissanceRe – David Marra, Chief Underwriting Officer
9:45am-10:15amBreak
Sponsored by: Ryan Specialty
10:00am-10:50amPersonal Lines Panel
Moderator: David Motemaden
Cambridge Mobile Telematics – Ryan McMahon, SVP, Strategy & Corporate Development
Clearcover – Kyle Nakatsuji – Founder & CEO
11:00am-11:50amM & A Panel
Moderators: Elyse Greenspan & Ryan Krueger
Bank of America – Thomas Stoddard, Vice Chairman of Investment Banking
Barclays – Tom Vandever, Managing Director; Co-Head of FIG Americas M&A, Banking
Goldman Sachs – Philip J. Salem, Global Banking & Markets
12:00pm-1:20pmLunch Ratings Panel
Sponsored by: TBD
Moderator: Paul Newsome
A.M. Best – Steven Chirico, Director
Demotech – Barry Koestler, Chief Ratings Officer
Fitch Ratings – David Marek, Director
KBRA – Donna Halverstadt, Managing Director
Moody’s – Marc Pinto, Managing Director
S&P – Carmi Margalit, Senior Director & Life Insurance Sector Lead for the North American Financial Services
1:30pm-2:20pmAccounting Changes Panel
Moderator: Jimmy Bhullar
Fitch Ratings – Jamie Tucker, Senior Director, North America Insurance, Life Insurance Sector HeadMoody’s – Michael Fruchter, Vice President – Senior Credit OfficerS&P – Carmi Margalit, Senior Director & Life Insurance Sector Lead for the North American Financial Services
Conference Organizing Committee
Erik Bass
Autonomous Research
Rob Cox
Goldman Sachs
David Motemaden
Evercore ISI
Ryan Tunis
Autonomous Research
Tracy Benguigui
Barclays
Andrew Kligerman
Credit Suisse
Alex Scott
Goldman Sachs
Mike Zaremski
BMO
Jimmy Bhullar
JP Morgan Securities LLC
Brian Meredith
UBS
Meyer Shields
KBW
Event Sponsors









Companies Scheduled to Attend
Aeolus Capital Mgmnt (Panel Only)
Aflac (AFL)
AIG (AIG)
Allstate (ALL)
A.M. Best (Panel Only)
American Equity (AEL)
Amerisafe (AMSF)
Arch Capital (ACGL)
Assurant (AIZ)
Athene
AXIS Capital (AXS)
Bank of America (Panel Only)
Barclays (Panel Only)
Brighthouse Financial (BHF)
Brown & Brown (BRO)
Cambridge Mobile Telematics (Panel Only)
Citizens (CIA)
Clearcover (Panel Only)
CNO Financial (CNO)
Core Specialty Insurance
Corebridge (CRBG)
Demotech (Panel Only)
Employers (EIG)
Enstar (ESGR)
Equitable (EQH)
Essent (ESNT)
Everest Re (RE)
F&G Annuities & Life
Fitch Ratings
Genworth (GNW)
Global Atlantic Financial Group
Goldman Sachs (Panel Only)
Goosehead (GSHD)
Hanover Insurance (THG)
Horace Mann (HMN)
Intact Financial (IFC)
International General (IGI)
Jackson (JXN)
KBRA (Panel Only)
Lincoln Financial (LNC)
Manulife (MFC)
Marsh McLennan (MMC)
McKinsey & Co. (Panel Only)
MetLife (MET)
Moody’s Investors Service
Palomar (PLMR)
Primerica (PRI)
Principal Financial (PFG)
ProAssurance (PRA)
Protective Life (PL)
Prudential (PRU)
Radian (RDN)
RenaissanceRe (RNR)
Resolution Life (Panel Only)
RGA (RGA)
RLI (RLI)
Root (ROOT)
Ryan Specialty (RYAN)
S&P (Panel Only)
Sammons Financial Group
Selective (SIGI)
Skyward Specialty Ins (SKWD)
Sun Life (SLF)
The Fortegra Group
The Hartford (HIG)
Travelers (TRV)
Truist (Panel Only)
Trupanion (TRUP)
United Fire Group (UFCS)
Unum (UNM)
Voya (VOYA)
FAQS
The 2023 Conference fee is $700 and includes all panels, sponsor meetings, meals, sponsored golf tournament Sunday, and a sponsored Sunday tennis tournament.
The Conference begins with the Welcome Reception & Dinner on Sunday evening, March 5, 2023. The panel sessions and small group meetings will start Monday morning at 8:00 AM, March 6, 2023.
Check in time is 4:00 PM and check out time is 11:00 AM.
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.
Meeting selection for investors occurs during the registration process or by modifying your registration. The cutoff for making meeting selections is February 22, 2023. Please CLICK HERE for a list of proposed meetings and times. Note the schedules are subject to change.
For information on how to modify your registration, please CLICK HERE.
Darrin Contessa
Pro Media Productions
Office/Cell 602-920-2912
Email – Darrin@PromediaPro.com
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.
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.
The Fort Myers – Southwest Florida International Airport (RSW) is approximately 32 miles from the Resort.
NT&T will be providing airport transfers on a request basis only. Please Click Here to make a reservation on-line. They can also be reached at 239-788-0191. 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.
The cutoff date at the Resort to reserve a room is February 10, 2023 and credit cards for Resort Deposit will be Charged One Night Room and Tax on February 10, 2023.
Deposits for individual room reservations are fully refundable if a room is cancelled 14 days or more prior to the arrival date. Rooms cancelled within the 14 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 after 4:00 PM and check out time is before 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
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Located on 23 manicured acres along the Gulf of Mexico in Naples, Florida.
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Adjacent to miles of natural mangrove estuary waiting to be explored.
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Minutes from designer shopping, family attractions, the Caribbean Gardens at Naples Zoo and the Florida Everglades.
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Just seven miles (10 minutes) northwest of Naples Municipal Airport (APF).
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32 miles, (35 minutes) to the Fort Myers – Southwest Florida International Airport (RSW).
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Oversized rooms of 465 square feet.
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One King bed or two Queen beds.
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Three swimming pools.
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15 Har-Tru tennis courts, five lit for evening play.
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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.
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Aura Restaurant, encompasses a truly cosmopolitan, cutting-edge atmosphere, offering a sumptuous menu.
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Rhode’s End, is the ideal spot for a casual lunch, or simply enjoy the sunset with a tropical cocktail.
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Spressi Marketplace, Perfect for coffee lovers and guests on-the-go.
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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.
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Gulfcoast Oasis Pool Bar, Offers a menu of baja-inspired sandwiches and refreshing salads. Sure to satisfy any size appetite.
Naples Grande Beach Resort
475 Seagate Drive
Naples, FL 34103
Room Type and Rate:
Tower Guest Room – $369.00 + taxes per night
Check-in Time: After 4:00 PM
Check-out Time: Before 11:00 AM
Credit Cards for Resort Deposit will be Charged One Night Room and Tax on February 10, 2023. Deposits for individual room reservations are fully refundable if a room is cancelled 14 days or more prior to the arrival date. Rooms cancelled within the 14 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.
Tower Guest Room
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
NT&T will be providing airport transfers on a request basis only. Please Click Here to make a reservation on-line. They can also be reached at 239-788-0191. 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 5, 2023 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. Transportation is available to the course from the hotel at 11:00 AM on March 5, 2023.
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 5, 2023 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.
Casual Corn Hole play is scheduled for Sunday and Monday nights, March 6th and 7th. Play begins each night at 9:00PM in the Royal Palm Foyer and will not conflict with any sponsored dinner.