AIFA

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

Register

Agenda

  • Sunday, March 5
    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

  • Monday, March 6
    7:00am-8:00am

    Breakfast

    Sponsored by: Aflac

    8:00am-8:50am

    State 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-9:50am

    State 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-10:15am

    Break

    Sponsored by: Ryan Specialty

    10:00am-10:50am

    Insurance Brokers Panel

    Moderators: Andrew Kligerman & Rob Cox

    TigerRisk – Rod Fox, Executive Chairman

    Truist Insurance – John Howard, CEO

     

    11:00am-11:50am

    Specialty 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-1:15pm

    Lunch

    Sponsored by: Travelers

    1:15pm-2:05pm

    Employee 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-3:05pm

    Annuities/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-3:30pm

    Break

    Sponsored by: Ryan Specialty

     

    3:15pm-4:05pm

    Investments/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-6:00pm

    Cocktail Reception

    Sponsored by: RenaissanceRe & Selective

    6:00pm-8:00pm

    Dinner

    Sponsored by: RenaissanceRe & Selective

    8:00pm-10:00pm

    AIFA Nightcap

    Sponsored by: The Hartford

  • Tuesday, March 7
    7:00am-8:00am

    Breakfast

    Sponsored by: Axis Capital

    8:00am-8:50am

    Insurance 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-9:50am

    Reinsurance 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-10:15am

    Break

    Sponsored by: Ryan Specialty

    10:00am-10:50am

    Personal Lines Panel

    Moderator: David Motemaden

    Cambridge Mobile Telematics – Ryan McMahon, SVP, Strategy & Corporate Development

    Clearcover – Kyle Nakatsuji – Founder & CEO

    11:00am-11:50am

    M & 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-1:20pm

    Lunch 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-2:20pm

    Accounting Changes Panel

    Moderator: Jimmy Bhullar

    Fitch Ratings – Jamie Tucker, Senior Director, North America Insurance, Life Insurance Sector Head
    Moody’s – Michael Fruchter, Vice President – Senior Credit Officer
    S&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

What is the cost to attend the AIFA Conference?

The 2023 Conference fee is $700 and includes all panels, sponsor meetings, meals, sponsored golf tournament Sunday, and a sponsored Sunday tennis tournament.

When does the Conference begin?

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.

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 22, 2023. 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?

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.

Naples Grande Beach Resort Information

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

Grande

Naples Grande Beach Resort
Check-in Time: After 4:00 PM
Check-out Time: Before 11:00 AM
Tower Guest Rooms: $369 + Taxes 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).
Rooms:
Experience the pure ease of Naples Grande Beach Resort – a perfect blend of modern luxury and eco-friendly design. Here, style and substance exist in perfect balance and impeccable service exceeds every expectation.
Standard Amenities:
  • Oversized rooms of 465 square feet.
  • One King bed or two Queen beds.
Recreational Facilities:
  • Three swimming pools.
  • 15 Har-Tru tennis courts, five lit for evening play.
  • 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.
Dining:
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.

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

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

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.