Speakers at Seminar 'Balance Sheet Management and Asset Management for Insurers

Seminar 'Balance Sheet Management and Asset Management for Insurers

  1. Alex Wharton

    Alex Wharton

    Head of Insurance Relationships, Global Client Solutions, Aviva Investors

    Alex Wharton is Head of Insurance Relationships, Global Client Solutions at Aviva Investors. He joined the investment industry in 2004 and joined the firm in 2017. Alex is responsible for Aviva Investors’ third party insurance relationships, globally. He works in partnership with both life and general (re)insurers to identify capital efficient investment solutions across multiple regulatory and accounting regimes. Previously, Alex was a Director and Head of Insurance at Natixis Global Asset Management and before that spent over 8 years at the Financial Times. Wharton has a BA (Hons) International Business and a Maîtrise (MA) in Finance.
  2. Alexander Duckwitz

    Alexander Duckwitz

    Head of Client Solutions

    Alexander Duckwitz joined AllianzGI in 2015 and is responsible for Insurance Advisory and ‘risklab’ in the EMEA region. The main aim of the team is to position AllianzGI as a natural partner for insurance clients by advising on ALM/SAA, capital optimization and implementation of suitable investment strategies in a constrained environment. Before joining AllianzGI, he worked at PricewaterhouseCoopers (PwC) for six years, most recently as Manager in the Financial Services Consulting Practice. At PwC, he led a variety of projects in the areas of accounting, risk management, regulation and process improvement in the insurance and asset management sector. Duckwitz holds a master’s degree in international business with a major in finance from Maastricht University.
  3. Andrew Wilmont

    Andrew Wilmont

    Head of High Yield, Developed Credit Markets Team, Pictet Asset Management

    Andrew Wilmont joined Pictet Asset Management in July 2018 and is Head of High Yield in the Developed Credit Markets team. Before joining Pictet, he spent four years at Neuberger Berman as Managing Director for European High Yield. Between 2005 and 2012, Wilmont headed the European/ Global High Yield team at AXA Investment Managers. He started his career in High Yield as a Corporate Analyst at Saudi International Bank in London at the inception of the European High Yield market in 1997. Wilmont holds and MSc in Business and a LLM in Corporate Law from Vrije Universiteit, Amsterdam. He is a Chartered Financial Analyst (CFA) Charterholder.
  4. Aurélia Marti

    Aurélia Marti

    Associate Vice President, Sustainable Infrastructure, BlueOrchard (member of the Schroders Group)

    Aurélia Marti is Associate Vice President, Sustainable Infrastructure at BlueOrchard (member of the Schroders Group). She is a core member of the Sustainable Infrastructure team in BlueOrchard, responsible for deal sourcing and execution. She joined BlueOrchard in 2019, after working for 2 years as an Investment Associate for SUSI Partners, an infrastructure investment manager, with a key focus on renewable energy and energy storage projects. Prior to this, Marti was based in India and worked as an M&A Associate in the advisory team of Deutsche Bank, focused on the Indian market. Marti holds a MSc in International Business from HEC Paris.
  5. Charles Moussier

    Charles Moussier

    Head of EMEA Insurance Client Solutions, Invesco

    Charles Moussier is Head of EMEA Insurance Client Solutions at Invesco. He joined Invesco in 2019. In his last role he developed the financial institutions advisory business for Natixis CIB. He was Deputy Head of Global Investment Solutions for the AXA Group. Before that, he was co-head of the Insurance & Pension funds solutions team for Crédit Agricole CIB in Paris, Head of Investments and ALM for AXA RE in Paris, Equity Derivatives Trader Assistant for BNPP Americas in New York (USA) and Securitization Credit Analyst for IXIS Capital Markets in Paris. Charles started his career as Scientific Coordinator for Airbus Space in 2001 on the Mars express mission. He studied Engineering, he holds a Business Administration Diploma and a Master in Insurance and Finance and qualified as an actuary.
  6. Emily McDonald

    Emily McDonald

    Investment Director, Credit Investment Specialist Team, Aviva Investors

    Emily is an investment director within the Credit Investment Specialist team. Emily works closely with the credit portfolio management teams to articulate their investment process, portfolio positioning and investment performance to clients and consultants around the world. Emily began her career at HBOS Treasury services, on the funding and liquidity money markets desk before completing a master’s degree in International Relations at UCL, then coming back to the markets to focus on selling a variety of fixed income instruments to European and UK real money managers first at Lloyds Banking Group, then at Credit Suisse. Emily graduated from the University of Leeds with a degree Economics.
  7. Gerard Moerman

    Gerard Moerman

    Head of Fixed Income, LDI and Investment Solutions, Aegon Asset Management

    Gerard Moerman, PhD, is Head of Fixed Income, LDI and Investment Solutions. His team is responsible for managing core fixed income strategies and advising and implementing matching solutions. Prior to his current role, he headed the fiduciary services & investment solutions team focusing on balance sheet related topics. From 2016 to 2018, Moerman was Head of Investment Solutions at La Banque Postale AM, a partner of Aegon AM. He joined the firm in 2005 as a portfolio manager focusing on tactical asset allocation and commodities strategies. In 2011, he was appointed Head of Rates and Money Markets. Moerman holds a Master’s degree in econometrics and a PhD in finance, both from Erasmus University Rotterdam. During his PhD he also worked for the European Central Bank in 2003.
  8. Leoni Delsink

    Leoni Delsink

    portfoliomanager Health Impact Investeren

    Erik Jan van Bergen is Managing Director Investments bij VGZ. Van Bergen is begin 2020 toegetreden tot het asset management-team van VGZ. Het asset management-team van VGZ is verantwoordelijk voor het beheer en de rapportage van de beleggingen van VGZ in Fixed Income & Equities. Verder vervult het team de Treasury-functie en voert het het duurzaam beleggingsbeleid van VGZ uit. Van Bergen is sinds 1991 actief in de institutionele beleggerswereld in verschillende rollen bij NN Investment Partners, Citigroup, ACTIAM en AXA Investment Managers. Hij behaalde een masterdiploma in Econometrie aan Tilburg University.
  9. Marlon Rockenfeller

    Marlon Rockenfeller

    Executive Director

    Marlon Rockenfeller is Head of Insurance Strategy and Advisory EMEA/APAC at DWS. He joined DWS in 2015 with 4 years of industry experience. Prior to his current role, Rockenfeller was Co-Head of Insurance and Pension Solutions and an Industry Specialist for insurance topics. Before joining, he worked in multi asset structuring for institutional clients at Barclays. Rockenfeller started in structured solutions sales for insurance companies at RBS covering fixed income, credit and equity structures. He earned his degree in Mathematics from University of Cologne, Germany.
  10. Pim Poppe

    Pim Poppe

    Managing Partner, Lead Consultant, Probability & Partners

    Pim Poppe is Risk Management Professional en heeft in 2014 Probability & Partners opgericht. Zijn belangrijkste aandachtgebied betreft het ondersteunen van besturen van banken, pensioenfondsen en verzekeraars met strategisch risk management en het inrichten van de risicobeheeringsorganisatie. Daarnaast heeft hij expertise op het gebied van ALM, kredietrisico, marktrisico, Basel, Solvency II, IORP II en modelrisicomanagement. Eerder was Poppe verantwoordelijk voor Group Risk Management bij SNS REAAL (2004-2013) en Group Risk Management bij Robeco (1996-2004).