Highlighting excellence in North American insurance asset, capital, investment operations and fund services


AWARDS INFORMATION


The Insurance Investor | North American Awards brings together the North American community of insurance investment, asset allocation, treasury, capital and financial management, and risk professionals, to recognise those organisations and individuals who have driven positive developments for the industry. Following a competitive entry process, the North American Awards winners will be honoured in front of 100+ of their peers.

Join us for an awards ceremony evening that offers entertainment, networking, and opportunities to see first-hand the developments our esteemed judges recognise are pushing the boundaries in innovation, creativity, and positive outcomes.

 



AWARDS CATEGORIES


AWARDS JUDGES

John Bradley, F&G Insurance
John Bradley
VP of Investments
F&G Insurance

John Bradley currently serves as Vice President of Investments for the PRT business and Chief Investment Officer of the Bermuda and Cayman Reinsurance entities for F&G. With over 30 years of experience, John has spent much of his career at Prudential in asset & liability management focused on a diverse set of insurance liabilities including Pension Risk Transfer, Term, and Indexed Universal. John co-developed the pricing structure for the two largest US pension transactions – GM & Verizon. John earned his B.A. in Economics from Rutgers University and his MBA from Columbia University. He is a CFA Charterholder.

john.bradley@fglife.com
Kerry O'Brien, Insight Investment
Kerry O'Brien
Head of Insurance
Insight Investment

Kerry joined Insight’s Fixed Income Group in February 2023 where she leads and manages all aspects of Insight North America’s Insurance Team.

Prior to Insight, Kerry spent 13 years at AIG Investments in New York and London, in various roles including Head of Emerging Markets and Global Head of Portfolio Management. Kerry also spent 10 years at Swiss Re Asset Management in New York, holding portfolio manager, fixed income trader and analyst positions.

Kerry managed separate account assets during her time at AIG and Swiss Re. Kerry was also a credit analyst at Munich Re, New York for two years. She started her career in financial services at Dreyfus in 1987, where she had various positions including analyst, trader and accountant.

Kerry graduated from LeMoyne College with a BS in Business and she graduated Hofstra University with an MBA in Business/Finance

kerry.obrien@insightinvestment.com
Mike Huff, TIAA
Mike Huff
Managing Director, Head of Asset Allocation and Derivatives
TIAA

Mike is the Head of Asset Allocation and Derivatives for TIAA’s $300 billion General Account investment portfolio. He leads TIAA’s asset allocation process and manages the portfolio’s annual investment program. He is responsible for derivatives and hedging programs, currency risk management, investment strategies to manage ALM, and portfolio liquidity. Mike also manages TIAA’s spread lending programs.

Before joining TIAA, Mike was an Investment Risk Manager at Genworth Financial where he was responsible for ALM, derivatives risk oversight and counterparty credit risk. At Genworth, Mike was also a Senior Derivative Trader responsible for developing hedging strategies and derivative execution. Prior to Genworth, Mike worked for Principal Financial Group where he managed a portfolio of structured products and derivatives.

Mike holds a BS in industrial engineering from University of Michigan and an MBA in finance from University of Illinois. He is a CFA Charterholder and a Professional Risk Manager (PRM).

mike.huff@tiaa.org
Milla Tonkonogy, AIG
Milla Tonkonogy
Chief Investment Officer, AIG Americas
AIG

Milla Tonkonogy is the Chief Investment Officer for General Insurance North America at AIG, a global multinational insurance corporation. Milla joined AIG in 2014 and is responsible for allocation strategies and manager oversight for ~$60B of fixed income, alternative and equity investments for the AIG Property and Casualty insurance companies located in the US, Bermuda and Canada.

Milla is an officer and the Deputy CIO of several GI US insurance companies and sits on several investment committees at AIG. Prior to joining AIG, Milla was responsible for global asset strategies and manager oversight for a ~$6B portfolio of fixed income investments for American Express and was part of the core team responsible for developing the Federal Reserve macroeconomic stress testing program for the investment portfolio.

Milla began her career in consulting and holds a BA in Economics from The Johns Hopkins University and an MBA from Carnegie Mellon.

Milla.Tonkonogy@aig.com
Nico Santini, Coaction Specialty Insurance
Nico Santini
SVP, Chief Investment Officer
Coaction Specialty Insurance

Nico is the Chief Investment Officer of CoAction Specialty Insurance, a specialty commercial insurance company out of Morristown New Jersey. Beginning in 2019, he implemented a multi-year buildout of the investment area by incorporating a full-stack investment accounting reporting system, a risk management process, and new strategic and tactical investment processes. Additionally, he oversees all aspects of the investment policy, asset allocation, portfolio and risk management, and investment accounting functions which are fully integrated within the company’s growth and capital decision-making processes.

nsantini@prosightspecialty.com
Andrew Pace, Conning
Andrew Pace
Head of Client Portfolio Management
Conning

Andrew Pace is a Managing Director and Portfolio Manager, responsible for managing portfolios for clients in the U.S. and Asia. Mr. Pace is a member of the firm's Investment Policy Committee and co-manages a team of portfolio managers at Conning North America. He is also a member of the team managing Conning’s dividend equity strategies.

Prior to joining Conning in 1995, he was employed by Shawmut National Bank in both fixed-income trading and portfolio management positions.

Mr. Pace earned a bachelor’s degree in economics from the University of Connecticut and an MBA in finance from Rensselaer Polytechnic Institute.

andrew.pace@conning.com
Anthony Lupa, DWS
Anthony Lupa
Senior Insurance Strategist
DWS

Anthony Lupa, CFA Senior Structuring Manager With nearly 25 years of combined investment management and actuarial experience, Anthony has held various quantitative and multi-asset roles with a special focus on insurance, retirement and digital integration. He is currently a senior member of DWS’ global structuring team, leveraging his previous work as a member of the firm’s European insurance advisory team, working with U.S. and multinational insurance companies focusing on strategic asset allocation, solvency concerns and alternative investments.

Prior to DWS, Anthony held actuarial and consulting positions at Sibson Consulting, the Segal Company, and Lincoln Financial Group.

He holds a BS in Mathematics from the University of Michigan, an MBA in Finance from Stephen M. Ross School of Business at the University of Michigan, is a CFA Charterholder, and has Series 7 and 63 licenses

anthony.lupa@dws.com
Dan Partlow, Advent Capital Management
Dan Partlow
Managing Director, Chief Risk Officer
Advent Capital Management

Mr. Partlow serves as the Chief Risk Officer, responsible for overseeing investment risk management.

Prior to joining Advent in 2011, Mr. Partlow was Managing Director and Chief Risk Officer at Stanfield Capital Partners. At Stanfield, Mr. Partlow was responsible for all risk management, quantitative analysis and performance reporting.

Previously, Mr. Partlow worked in Risk Management at MBIA and AIG and has advised banks and multinational corporations as a risk management consultant.

Mr. Partlow graduated from the University of Missouri with a BA in Economics and received his MBA from the Thunderbird School of Global Management.

dpartlow@adventcap.com
Greg Moldovanyi, PPM America
Greg Moldovanyi
Senior Managing Director, Portfolio Manager
PPM America

Greg Moldovanyi is a senior managing director and portfolio manager on the fixed income team at PPM America, Inc. (PPM) with 30 years of investment experience, spending the past 17 years managing insurance assets. He is responsible for investment and allocation decisions for the firm’s LDI – long duration strategy which is managed on behalf of investors globally.

Prior to joining PPM in 2003, he was a senior quantitative research analyst, a global bond portfolio manager, and a currency strategist at Merrill Lynch Investment Managers.

Greg earned a master’s degree in business administration and in financial mathematics from the University of Chicago as well as a bachelor’s degree in economics from Villanova University.

greg.moldovanyi@ppmamerica.com
Sean Saia, Loomis, Sayles & Company
Sean Saia
Investment Director Custom Income Strategies
Loomis, Sayles & Company

Sean Saia is the investment director for the custom income strategies group at Loomis, Sayles & Company. In this role, he supports the growth and retention of the team’s assets. Sean joined Loomis Sayles in 2021 and has 26 years of investment industry experience.

Previously, he was at Goldman Sachs, first as a vice president and senior lead portfolio manager, and later as a vice president of insurance sales and client relationship management, responsible for developing relationships, servicing and introducing strategic solutions to the firm’s clients and prospects across multiple insurance sectors.

Prior to this, Sean was head of insurance asset management at Dwight Asset Management, serving as a fixed income portfolio manager and head of the insurance team. Earlier, he was a senior vice president and senior portfolio manager for fixed income total return and stable value accounts at Dwight Asset Management.

Sean earned a BS from the University of Vermont. He is a founding member of CFA Society Vermont.

SSaia@loomissayles.com
Ramzi Bibi, Arabia Insurance Company
Ramzi Bibi
Head of Treasury & Investment
Arabia Insurance Company

As a seasoned investment and treasury management expert with nearly 20 years of experience, I excel in capital markets, risk analysis, and leading high-performance teams. My expertise focuses on developing strategies that consistently surpass industry benchmarks, ensuring superior returns. Skilled in establishing strong risk management frameworks and portfolio diversification, I collaborate effectively with investment committees and boards. Leveraging my skills to identify market trends and seize profitable opportunities, my track record highlights my ability to drive profitable growth and deliver outstanding results in investment management.

ramzimbibi@gmail.com
Peter Cramer, SLC Management
Peter Cramer
Senior Managing Director & Senior Portfolio Manager Insurance Asset Management
SLC Management

Peter Cramer is Senior Managing Director and Senior Portfolio Manager, Insurance Asset Management.

Peter joined Prime Advisors, Inc., which is now Sun Life Capital Management (U.S.) LLC, in 2016. Peter leads the Portfolio Management and trading team in Redmond, WA. With over 17 years of experience investing in fixed income markets, Peter provides oversight and guidance on portfolio positions to drive performance within highly customized investment solutions tailored to the specific needs of insurance clients. This includes managing specific client portfolios, making decisions regarding sector allocations, credit quality, duration, and yield curve positioning.

Prior to SLC Management, Peter served as Senior Portfolio Manager at Pugh Capital Management, LLC, where he managed the Core Fixed Income product, was a member of its Investment Committee and chaired its Portfolio Management Committee.

Prior to Pugh Capital, Peter worked at Barclays Global Investors (Blackrock) as a Portfolio Manager, PIMCO as a Credit Trading Associate and at Payden and Rygel as a Credit Trader/Portfolio Analyst.

Peter holds a Bachelor of Arts degree in Economics and Psychology from Claremont McKenna College. He is a CFA charterholder.

peter.cramer@SLCManagement.com
Jens Foehrenbach, Man Group
Jens Foehrenbach
Head of Public Markets, Man Group, and Chief Investment Officer
Man Group

Jens Foehrenbach is Head of Public Markets Investing at Man Group and the Chief Investment Officer of Man Solutions. He is responsible for all public markets investment at Man Group, is a member of the Man Solutions' Risk and Portfolio Committee and chairs the Man Solutions’ Investment Committee. He also serves on Man Group’s Responsible Investment Committee. Previously, Jens managed a range of Man Group portfolios within the Man Group multi-manager businesses, including Head of Equity and Credit strategies. Jens holds a Master’s degree in Business Economics from the University of Basel. He is also a CFA charterholder.

Ruth Farrugia, MetLife Investment Management
Ruth Farrugia
Global Head of Insurance Asset Management
MetLife Investment Management

Ruth Farrugia is global head of Insurance Asset Management for MetLife Investment Management. In her role, Farrugia is responsible for execution of investment strategy and developing strategic solutions for insurance company clients.

Prior to leading MIM’s global insurance asset management platform, Farrugia was head of portfolio management, Europe, Middle East and Africa (EMEA), where she was responsible for managing MetLife’s general account portfolios across the region.

Farrugia joined MetLife in 2011 as a portfolio manager for MetLife Assurance Limited, a U.K. pension close-out business, which was sold in 2014. In 2012 she was named head of investments for Western Europe focused on developing investment strategies for MetLife’s European subsidiaries ahead of Solvency II implementation. In 2014, her role was expanded to include management of Central European entities. During this time, she was also involved in the consolidation of MetLife’s Western and Central European entities.

Prior to joining MetLife, Farrugia spent ten years at Gordian Knot Limited, a London-based fixed income asset manager specializing in investment grade credit. At Gordian Knot, she held a number of roles from structured finance credit analyst and senior portfolio manager.

Farrugia holds an LL.D. (Doctor of Laws) from the University of Malta, a Master’s in International Commercial & Shipping Law from the International Maritime Law Institute (IMLI) and a Master of Philosophy from the University of Oxford (Pembroke College). She speaks Maltese and English and is fluent in French and Italian.

rfarrugia1@metlife.com

 

HOW TO ENTER

Read the list of Awards Categories and choose the category or categories that you'd like to enter, making sure that you meet the stated criteria.  

Before you can complete your entry, you must create an account. You will receive an email containing an activation link from awards@clearpathanalysis.com. Please check your junk folder or ask your IT admin to add this address to your approved senders list. You will need to activate your account before you can complete your submission.

Once you've chosen the awards categories that you'd like to enter, click ENTER NOW to submit your response.

Please take the time to answer each question carefully and in full, and remember to avoid referencing your company name in any answer. All entries must be anonymous (we will hide the 'Company Name' field from the judges when we enter the judging round).

Don't forget, you can save your entry form at any time and come back to it at a later date. All entries must be complete before the entry deadline in order to be entered into the judging round. 

Once you've completed the entry form and proof-read it, you must agree to the terms and conditions and click the CONTINUE button at the bottom of the page to submit your entry. If you forget your password, please use the reset password link on the login page.

With the exception of the ‘Life Insurance Investment Strategy Of The Year’ and ‘Non-Life Insurance Investment Strategy Of The Year Awards’, each company that submits at least one award entry by the submission deadline and is subsequently shortlisted for at least one award agrees to pay $300 for one place at the awards ceremony in New York City, on December 5, 2024. Please read the full terms and conditions here

If you have any questions during the entry process, please contact us at awards@clearpathanalysis.com

AWARDS CEREMONY


The ceremony will take place on December 5th at Jay Suites Bryant Park, 109 W 39th St, New York. Join us for an evening of celebration, entertainment and networking with fellow insurance investment professionals.

GET IN TOUCH TODAY

JENNA WILLIAMS
Head of Marketing & Operations
MONICA TAKKULA
Partner Development Manager
NOEL HILLMANN
Chief Executive Officer
RICHARD LEACH
Partner Development Director