Redefining Fixed Income Institute

Corporate Funds & Insurance Portfolios Roundtable 2024

Mar 12th - Mar 13th 2024
The Ritz-Carlton Washington, D.C.
1150 22nd Street, Washington, D.C. 20037

We’re back! 

Institutional Investor is excited to return to Washington D.C. on March 12-13, 2024, for our much-anticipated Corporate Funds & Insurance Portfolios Roundtable. With a peer-devised and peer-led program, we will once again tackle issues at the top of the industry’s agenda. And the timing couldn’t be more ideal.

With significant market shifts and the post-COVID world challenging some industry ‘truths’, the investment landscape continues to be uncharted territory for many. It also begs the question: should we be thinking differently about some of the dynamics of the financial markets than we have historically?

2024 is set to be another year of ‘significant unknowns’: (yet unrealized) recession fears; possible rate changes (but which direction?); a $1 trillion wall of commercial real estate maturities coming due (a default cycle, anyone?); escalating geo-political tensions; and the Presidential election (oh my!). Questions abound….

How are CIOs navigating the current risk environment? What constitutes a resilient portfolio in this day and age? As some investment opportunities recede, what others are rising to take their place? How are CIOs starting to leverage AI and other technological advancements, and with what cautionary words?

But definitive answers remain few……And that’s where we come in….

Join your CIO industry peers as we collectively tackle such critical issues and position for robustness in the face of continued uncertainty in 2024.

We look forward to welcoming you on March 12-13, at the Ritz Carlton in Washington D.C.!


Become an Attendee                 Become a Sponsor

Corporate Pension Fund Advisory Board

Senior Director

Managing Director
Constellation Energy Group

Managing Director
Delta Air Lines, Inc.

Vice President & Chief Investment Officer
Dominion Energy

President & Chief Executive Officer
DuPont Capital Management

Managing Director
Exelon Corporation

Chief Investment Officer 
GE Asset Management

Senior Specialist
Inter-American Development Bank

Head and Chief Investment Officer
International Monetary Fund

Chief Investment Officer
JM Family Enterprises, Inc.

Chief Investment Officer
Johnson & Johnson

SVP & Chief Investment Officer
MissionSquare Retirement

Chief Investment Officer, Pension Investments
Nokia Americas

Pension & Trust Investments
Sempra Energy

Assistant Treasurer
Textron Inc.

Executive Vice President and Chief Investment Officer
The Board of Pensions of the Presbyterian Church

Chief Investment Officer
UPS Group Trust

Lead Investment Strategist
World Bank

Insurance Fund Advisory Board

Chief Investment Officer
Arch Capital Group

Vice President
Blue Cross Blue Shield of Arizona, Inc.

Vice President
Blue Cross Blue Shield of Michigan

Senior Portfolio Strategist
CSAA Insurance Group

Chief Investment Officer
CVS Health

Executive Vice President 
FM Global

Executive Vice President
Great-West Lifeco Inc.

Chief Investment Officer
North American Life & Health

Chief Investment Officer
Lancashire Group

Chief Investment Officer

Chief Investment Officer
RLI. Corp.

Chief Investment Officer
Sompo International

Chief Investment Officer
The Doctors Company

SVP, Chief Investment Officer
Co/Action Specialty Insurance Group


Available Upon Request


For institutional investors looking for more information, please contact:

Giana Mortellite

Associate Director, Investor Relations

For asset managers looking for more information, please contact:

Giorgio Tupini

Head of Sales, North America