A Full House for the Industry’s Premier Gathering of Insurance Investment Leaders

Author: Stewart Foley, CFA – Founder & Managing Partner, InsuranceAUM.com

For the first time in our history, the Insurance Investment Executives’ Annual Meeting has reached full capacity. We are officially sold out.

This is more than a registration update—it’s a reflection of momentum. It confirms what many of us already sensed: that this event has become the forum where serious insurance investors come together to exchange ideas, elevate practice, and pursue meaningful education on the complexities of insurance asset management. The demand for this kind of focused, senior-level dialogue is real—and growing.

What began four years ago as a private gathering of 40 industry peers has evolved into the most important meeting of insurance investment minds in the world today.
 

A Forum Built for Decision-Makers

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This meeting was never intended to be just another industry conference. It was created with a specific purpose: to convene the senior-most insurance investment executives in a setting where honesty, substance, and peer-driven dialogue take center stage.

It’s a format that’s resonated—because it’s working. From its beginnings as a 40-person roundtable, this Annual Meeting has grown into a global benchmark, attracting the leaders who are actively shaping how insurers invest. Today, with the event sold out to capacity for the first time, it’s clear the need for this conversation has never been greater.

Howard Marks Headlines the Conversation

We’re honored to welcome Howard Marks, Co-Chairman of Oaktree Capital Management, as this year’s keynote speaker. His insights on market cycles, risk, and behavioral dynamics are required reading for institutional investors around the world—and highly relevant to the challenges insurers face today.

Howard’s presence underscores the seriousness of the conversation we’re aiming to have. It also reflects the broader reality: insurance investors are no longer playing on the margins of the institutional landscape. We are central to it. With over $35 trillion in global insurance assets at stake, the decisions made in rooms like this one have real consequences.

An Agenda With Intent—and Rigor

This year’s agenda was not assembled by a marketing team or a third-party content provider. It was built entirely by our Executive Council, led by event co-chairs John Patin (Somers Group) and T.C. Wilson (The Doctors Company), and composed of CIOs and senior investment executives from across the insurance spectrum.

Every session on this year’s agenda passed one test: Does this topic matter to a senior insurance investor right now?

Interestingly—and intentionally—not a single public asset class made the cut. That wasn’t an oversight. It was a reflection of the moment we’re in.

From credit and infrastructure to structured solutions and private capital markets, the conversation has shifted. Insurance portfolios are evolving, and the investment leaders guiding them are wrestling with complex allocations, liquidity pressures, and long-duration liabilities in ways that traditional public asset discussions no longer address meaningfully.

This year’s panels reflect that shift, with deep dives into private credit, real estate, regulatory change, and next-generation portfolio construction. It’s a program designed rooted in education and designed to foster real, high-level dialogue, not soundbites.
 

A Milestone Behind the Mic

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In parallel with the growth of the Annual Meeting, we’re proud to share that we recently released our 300th podcast episode—a rare milestone in any content-driven platform. To put that into perspective: fewer than 1% of podcasts ever reach episode 300.

It’s not about volume for volume’s sake. It’s about consistency of focus. Every episode is tailored for the insurance investment community and features the people who are actively shaping the capital allocation landscape—from CIOs and portfolio managers to asset managers, rating agencies, and regulators.

The podcast has become one of the most important tools we have for democratizing insight, advancing education, creating continuity between meetings, and ensuring that the conversation doesn’t stop when the event ends.

 

A Platform That’s Reaching—and Reshaping—the Industry

In addition to the Annual Meeting and our 300th podcast milestone, we’ve also crossed 1 million impressions year-to-date across our platform. That growth isn’t accidental—it reflects a rising demand for specialized, high-quality insight tailored specifically to insurance investment professionals.

As more CIOs, portfolio managers, consultants, and allocators turn to our content to stay informed, benchmark ideas, or sharpen strategy, we remain focused on one thing: relevance. We’re not trying to reach everyone. We’re aiming to serve the people who move capital and shape outcomes inside the insurance industry.

Looking Ahead, Together

What this moment represents—both the sold-out Insurance Investment Executives’ Annual Meeting and the podcast milestone—is a signal. A signal that our industry is ready for a different kind of dialogue: one that is more honest, more rigorous, and more collaborative.

Insurance investing is complex. It’s specialized. And, it is often underappreciated outside our space. But the work we do—navigating liabilities, managing volatility, sourcing income, and ensuring solvency—requires a level of thoughtfulness that deserves its stage.

That’s what we’ve built. And that’s what we’re committed to growing— an ecosystem rooted in education, insight, and industry leadership.

To everyone joining us in Chicago this  July, we look forward to welcoming you. To those who weren’t able to attend this year, we hope to see you soon. Either way, the conversation continues.

Because insurance asset management isn’t just a niche—it’s a discipline. And this is its home.