AIFA

Conference 2024

March 3-5 • Naples Grande Beach Resort
Naples, Florida

2024 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 2024 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 3
    12:00pm-5:00pm

    Registration

    Weston & Associates

    12:00pm-6:00pm

    John Nadel Memorial Golf Tournament

    Sponsored by: Arch Capital & Abacus Life

    Naples Grande Golf Club

    Coordinator: TBD

    2:00pm-4:00pm

    Tennis Outing

    Naples Grande Tennis Club

    Coordinator: TBD

    7:00pm-10:00pm

    Welcome Reception & Dinner

    Sponsored by: MetLife

  • Monday, March 4
    7:00am-8:00am

    Breakfast

    Sponsored by: Aflac

    8:00am-8:50am

    State of Life Insurance Panel

    Moderator(s): John Barnidge

    Aflac – Max Brodén, EVP & Chief Financial Officer
    CNO Financial – Paul McDonough, Chief Financial Officer
    Equitable – Robin Raju, Chief Financial Officer
    Transamerica – Will Fuller, President & Chief Executive Officer

    9:00am-9:50am

    State of P&C Insurance Panel

    Moderator(s): Paul Newsome & Brian Meredith

    AIG – David McElroy, EVP & Chairman, General Insurance
    Everest Group Ltd. – Juan C. Andrade, President & Chief Executive Officer
    Marsh McLennan – John Doyle, President & Chief Executive Officer
    The Hartford – Chris Swift, Chairman & Chief Executive Officer

     

    9:45am-10:15am

    Break

    Sponsored by: Fidelis Insurance Group

    10:00am-10:50am

    Insurance Brokers Panel

    Moderator(s): Andrew Kligerman & Cave Montazeri

    Howden Tiger – Rod Fox

    11:00am-11:50am

    Specialty Insurance Panel

    Moderator(s): Rob Cox

    Arch Capital – Nicolas Papadopoulo, President and Chief Underwriting Officer, Arch Capital Group Ltd. and CEO, Arch Worldwide Insurance Group

    Hannover Re – Sven Althoff, Member of Executive Board – Property & Casualty

    WR Berkley – Robert Berkley Jr., President & Chief Executive Officer

     

    12:00pm-1:15pm

    Investments Lunch Panel

    Sponsored by: Travelers

    Moderator(s): Ryan Krueger

    Aflac – Brad Dyslin, Chief Investment Officer
    Barings – Colin Gordon, Head of Portfolio & Analytics
    Sammons Financial – John Melvin, Chief Investment Officer

    1:30pm-2:20pm

    Retirement Panel

    Moderator(s): Wilma Burdis

    CNO Financial Group – Gary C. Bhojwani, CEO
    F&G – Chris Blunt, President & CEO
    Prudential Financial, Inc. – Dylan Tyson, President, Retirement Strategies

    2:30pm-3:20pm

    Insurance Linked Securities Panel

    Moderator(s): Ryan Tunis

    Aelous Capital Management – Aditya Dutt, President
    A.M. Best – Carlos Wong-Fupay, Senior Director
    Healthcare of Ontario Pension Plan – Bernard Van der Stichele, Portfolio Manager

    3:15pm-3:45pm

    Break

    Sponsored by: Ascot Group

     

    3:30pm-4:20pm

    Employee Benefits Panel

    Moderator(s): Wilma Burdis

    Principal Financial Group – Amy C. Friedich, President – Benefits and Protection
    Voya Financial – Rob Grubka, Chief Executive Officer, Workplace Solutions
    Unum – Chris Pyne, Executive Vice President, Group Benefits

     

     

    6:00pm-8:00pm

    Dinner

    Sponsored by: Selective & Root

    8:00pm-10:00pm

    AIFA Nightcap

    Sponsored by: The Hartford

  • Tuesday, March 5
    7:00am-8:00am

    Breakfast

    Sponsored by: Axis Capital

    8:00am-8:50am

    Intersection of P/E & Insurance Panel

    Moderator(s): John Barnidge

    Bain – Ron McIntosh, Partner

    J. C. Flowers & Co. – Calvin Dong, Managing Director

    Venerable – Miles Kaschalk, Head of Business Development

     

    9:00am-9:50am

    Reinsurance Panel

    Moderator(s): Brian Meredith & Mike Ward

    Aon – Bryon Ehrhart, Global Head of Growth & Strategic Development

    Everest Group Ltd. – Jim Williamson, EVP, Group COO & Head of Reinsurance

    RenaissanceRe – Kevin O’Donnell – President and CEO

    9:45am-10:15am

    Break

    Sponsored by: Voya

    10:00am-10:50am

    Personal Lines Panel

    Moderator(s): David Motemaden & Meyer Shields

    Allstate – Jess Mertens, Chief Financial Officer

    Horace Mann – Stephen McAnena, EVP & Chief Operating Officer

    Palomar – Jon Christianson, President

    11:00am-11:50am

    M & A Panel

    Moderator(s): Ryan Krueger & Elyse Greenspan

    Barclays -Tom Vandever, Co-Head of FIG Americas M&A
    Citi – Jawad Haider, Head, Insurance North America
    Goldman Sachs – Pat Fels, Head of FIG Americas

    12:00pm-1:20pm

    Ratings Panel Lunch

    Sponsored by: RenaissanceRe

    Moderator: Paul Newsome

    A.M. Best – Steven Chirico, Director

    Demotech – Barry Koestler, Chief Ratings Officer

    Fitch Ratings – Doriana Gamboa, Managing 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

    Insurtech Panel

    Moderator(s): Yaron Kinar

    At-Bay – Rotem Iram, Founder & CEO
    Root – Alex Timm, CEO & Founder

     

    2:30pm-3:20pm

    Evolution of Auto Insurance Risk – How rideshare/gig-economy is increasing crash rates and changing vehicle user profiles.

    Moderator(s): Mike Zaremski

    Baker Sterchi Cowden & Rice LLC – Joshua Davis, Civil Defense Litigator

    Cambridge Mobile Telematics – Ryan McMahon, Senior Vice President of Strategy & Corporate Development

    3:15pm-3:45pm

    Break

    Sponsored by: PWC

    5:30pm-8:00pm

    Dinner

Conference Organizing Committee

Wilma Burdis
Raymond James

Andrew Kligerman
TD Cowen

David Motemaden
Evercore ISI

Ryan Tunis
Autonomous Research

Rob Cox
Goldman Sachs

Brian Meredith
UBS

Alex Scott
Goldman Sachs

Mike Ward
Citi

Yaron Kinar
Jefferies

Cave Montazeri
Deutsche Bank

Meyer Shields
KBW

Mike Zaremski
BMO

Event Sponsors

Companies Scheduled to Attend

Abacus Life (ABL)

Aegon (AEG)

Aelous Capital (Panel Only)

Aflac (AFL)

AIG (AIG)

Allstate (ALL)

Ambac (AMBC)

A.M. Best (Panel Only)

American Coastal Insurance Corp (ACIC)

American Financial Group (AFGL)

Amerisafe (AMSF)

Aon (Panel Only)

Arch Capital (ACGL)

Ascot Group

Assurant (AIZ)

At-Bay (Panel Only)

Athene

AXIS Capital (AXS)

Bain Capital (Panel Only)

Barclays (Panel Only)

Barings (Panel Only)

Brighthouse Financial (BHF)

Brown & Brown (BRO)

BRP Group (BRP)

Citi (Panel Only)

CNA (CNA)

CNO Financial (CNO)

Core Specialty

Corebridge (CRBG)

Definity (DFY)

Demotech, Inc. (Panel Only)

Employers (EIG)

Enstar (ESGR)

Equitable (EQH)

Essent (ESNT)

Everest Group, Ltd (EG)

F&G (FG)

Fidelis Insurance Group (FIHL)

Fitch Ratings

Genworth (GNW)

Global Atlantic Financial Group

Globe Life (GL)

Goldman Sachs (Panel Only)

Goosehead (GSHD)

Hamilton Group (HG)

Hanover Insurance (THG)

Hannover Re (HNR1)

Healthcare of Ontario Pension Plan (Panel Only)

Horace Mann (HMN)

Howden Tiger (Panel Only)

Intact Financial Corporation (IFC)

International General (IGI)

J. C. Flowers & Co. (Panel Only)

Jackson Financial (JXN)

KRBA (Panel Only)

Kemper (KMPR)

Kingstone Companies, Inc. (KINS)

Kinsale (KNSL)

Koffie Financial (Panel Only)

Manulife (MFC)

Marsh McLennan (MMC)

MetLife (MET)

Moody’s Investor Services

Palomar (PLMR)

Primerica (PRI)

Principal Financial (PFG)

Protective Life (PL)

Prudential (PRU)

Radian (RDN)

RenaissanceRe (RNR)

RGA (RGA)

RLI (RLI)

Root (ROOT)

Ryan Specialty (RYAN)

Sammons Financial Group

Selective (SIGI)

S&P (Panel Only)

Skyward Specialty Ins (SKWD)

The Hartford (HIG)

Transamerica/Aegon

Trupanion (TRUP)

Unum (UNM)

Venerable (Panel Only)

Voya Financial (VOYA)

WR Berkley (WRB)

FAQS

What is the cost to attend the AIFA Conference?

The 2024 Conference fee is $700 and includes all panels, company meetings, meals, and golf/tennis outings on Sunday.

When does the Conference begin?

The Conference begins with the Welcome Reception & Dinner on Sunday evening, March 3, 2024. The panel sessions and small group meetings will start Monday morning at 8:00 AM, March 4, 2024.

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 Group Meetings during the Conference?

Small Group Meeting selection will be made during the registration process. Every effort will be made to accommodate all requests. Please CLICK HERE for a list of proposed meetings and times. The deadline to sign up for Small Group Meetings is February 21, 2024. 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?

1 – Dolphin Transportation 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 239-530-0100.   We suggest you contact them in advance to make reservations. 

One way transfer from / to RSW:
Sedan (up to 2 pax) $153.12
SUV (up to 4 pax) $207.86
Van (up to 10 pax) $244.89
* Gratuity and fuel are included. Possible additional charges: Early morning fee (12:01am – 5:59a) – $15.00.
Wait time – applies 30 minutes past plane landing for arrivals and 10 minutes past the scheduled pickup time for departures.


2 – 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 9, 2024 and credit cards for Resort Deposit will be Charged One Night Room and Tax on February 9, 2024. 

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 9, 2024. 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

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

Dolphin Transportation 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 239-530-0100. 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 and Abacus Life is scheduled for Sunday March 3, 2024 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 3, 2024.

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 2024 AIFA Tennis Outing is scheduled for Sunday March 3, 2024, 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.