THE JUDGES

We welcome the 2024 Judging Panel and thank them for taking time to assess entries to this year’s Awards.

The Judges organisations manage over $1trn in insurance AuM, making the Insurance Investor | North American Awards the most credible awards in the North American insurance asset management sector and the Finalists and ultimate Winner the stand-out organisations in their Awards category.

To ensure the Judging process is fair to all nominees, our awards process is as follows:

  • All Judges are invited by Clear Path Analysis to take part and none have paid for the right to be included as a Judge
  • Judges assess entries independently of each other using an industry leading awards assessment platform to score each entry
  • All entries are carefully anonymised without any substance in answers being deleted, so Judges evaluate entrants on their submissions alone and not based on prior knowledge or perception of an individual entrant.
  • Judges are not informed which organisations have entered the Awards until the Finalists are announced. No Judge is informed of the winner until the announcement at the awards ceremony.
  • Judges will not be informed which organisations didn’t make the Finalists shortlist
  • Entries are assessed on a scale of 0 – 100, with 100 being the highest mark achievable
  • Scoring guidelines are: 1 – 25 (poor), 26 – 50 (interesting), 51 – 75 (excellent), 76 – 100 (market leading)
  • Judges are prohibited from, and have agreed to the requirement to, not discuss their scores, either with other Judges or external persons   

All requests for feedback must be directed to awards@clearpathanalysis.com and not to individual Judges.

Judges of the Insurers and Operations & Fund Services Categories

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.

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

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.

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.

Gregory Cobb
Director of Insurance Solutions
Sage Advisory Services

Greg serves as Director of Insurance Solutions at Sage Advisory, focusing on the development of portfolio management strategies and risk management solutions for both commercial insurance companies and risk-bearing entities in the world of alternative risk transfer. In 2024, he entered Captive Review’s prestigious Global Power 50 and for the fourth consecutive year, he was recognized by Captive International as Insurance Asset Manager of the Year. He also serves as a faculty member for investments at the International Center for Captive Insurance Education.

Greg's began his career in1987, holding senior Senior Portfolio Management roles at SunTrust and Bank of America, with a keen focus on insurance company portfolio management. Later roles included Managing Director and Chief Investment Officer for Sovereign Advisers and Lead Strategist and Director of Fixed Income at Boyd Watterson Asset Management. He holds a BS in Economics from the University of North Carolina at Chapel Hill and is a member of the CFA Institute

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.

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

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.

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.

Judges of the Third Party Asset & Fund Managers and Operations & Fund Services Categories

Farhad Mian
Managing Director, Head of Investment Strategy
Corebridge Financial

As Head of Investment Strategy for Corebridge’s Investments organization, Farhad Mian is responsible for investment strategy, strategic asset allocation optimization and investment planning for the overall investment portfolio, as well as aligning new asset origination strategy to support new business growth and strategic transactions across Corebridge Financial. Farhad has 25 years of experience in insurance and asset management industry. Prior to joining AIG in 2014, Farhad held various leadership roles at AmerUs, Aviva and Athene. These include Head of Risk Management for the North American asset management business, Vice President of Asset/Liability Management and Director of Risk Management. Farhad previously held visiting faculty position as Adjunct Professor of Finance at Drake University. Farhad received his Bachelors’ degree in Finance, Master’s degree in Financial Management and MBA from Drake University and holds a Certificate in Quantitative Finance. He is a CFA® and CAIA® charterholder, and holds additional professional risk management designations of FRM, PRM, and CRP.

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.

Mike Huff
Chief Investment Officer
Partner Re

Mike is the Chief Investment Officer of PartnerRe. He is responsible for management of all investment activities for PartnerRe’s global investment portfolio. Prior to joining PartnerRe, Mike was Head of Asset Allocation and Derivatives for TIAA’s General Account investment portfolio. Earlier in his career, he held various roles in derivatives, risk management, and portfolio management at Genworth Financial and Principal Financial Group. 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)


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.

Nico Santini
Chief Investment Officer
Coverys

Seasoned investment executve with over 20 years of experience on both the buy and sell side spanning all levels of the insurance asset management business. As the Chief Investment Officer of multiple insurance companies, I implemented a strategic multi-year buildout of the investment groups by incorporating full-stack investment reporting, risk management technology, new strategic and tactical investment processes, extension of asset class capabilities in noncore and alternative markets and recruiting the teams

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.

Todd Campbell
Chief Executive Officer
Builders Insurance Group

Todd M. Campbell is the CEO and President of Builders Insurance Group. Builders is an A IX rated group of four insurance companies based in Atlanta, GA. For the last 20 years, Mr. Campbell has been a chief executive officer leading insurance enterprises, both carrier and MGA, in America and UK/Europe. He also practiced law for ten years with a particular focus on M&A and legislative and regulatory affairs for insurance companies, insurance trade associations, and healthcare companies. He concluded his law career as a partner at one of Atlanta’s largest law firms before leaving to lead his first insurance company.

Xiaowei Han
Vice President, Head of ALM
TIAA

Xiaowei Han joined TIAA as the Head of ALM in February 2019, where she leads the asset liability management function. Her team focuses on liability-driven investment strategies, interest rate risk management, economic capital framework, dividend optimization, stress testing, asset and derivatives modeling, economic scenario generation, and supporting various corporate initiatives. Before joining TIAA, Xiaowei worked for Transamerica since 2008, gaining deep experience in variable and fixed annuities, universal life, retirement & pension, and institutional businesses. She led the universal life valuation and modeling functions and also headed the Enterprise ALM function, which focused on holistic hedging, ALM analytics and strategies, capital management, asset and derivatives modeling, and ALM reporting across all lines of business. Prior to this, she worked as a Financial Risk Manager responsible for identifying financial risk in ALM/hedging strategies, modeling, and pricing related to annuities, retirement, and institutional businesses. Her other responsibilities at Transamerica included managing general account investments and hedging programs, liquidity management, designing and implementing variable annuity hedging strategies, reinsurance, capital initiatives, as well as statutory reporting for variable and fixed annuities. Xiaowei holds a Master of Science degree in actuarial science from the University of Iowa, a Master of Science degree in physical chemistry from Nanjing University, and a Bachelor of Science degree in chemistry from Nanjing University. Additionally, she attained the following designations: Fellow of the Society of Actuaries (FSA), Chartered Financial Analyst (CFA®) charter holder, and Member of American Academy of Actuaries (MAAA).