III Washington Roundtable for Corporate & Insurance Portfolios

Mar 2nd - Mar 3rd 2020
The Watergate Hotel
Washington, D.C.
Not Your Mother’s Pension & Insurance Conference

True: Every day is one day closer to the next financial crisis, and thus prognostications of imminent doom and gloom must always be taken with an apple-sized grain of salt.

Also true: Every day is one day closer to the demise last defined benefit pension paying out its last dime.

But you know what? That doesn’t mean that this isn’t, arguably, the most tension-filled time in the world of corporate pension and insurance investing since the chaos of 2008. Trade wars; political uncertainty; gyrating equity markets; credit quality concerns; matching liabilities and maintain liquidity: All are driving heightened levels of hair-pulling and stress eating in offices around America.

We’re here to help.

The 2019 Roundtable for Corporate Funds & Insurance Portfolios will address opportunities to enhance risk-return propositions, diversify away from persistent market risks, and adapt to an uncertain global regulatory and political environment.

View the 2019 Agenda

2019 Advisory Board

Dennis Duerst
3M Company

Russell P. Smith
Aetna Inc.

Rip Reeves
AEGIS Insurance Services

John Patin
Allied World Assurance Company 

Mark H. Rose
Argo Group

Duke Williams
Blue Cross & Blue Shield of Louisiana

Waymond Harris
Blue Cross Blue Shield of Michigan

Kathleen M. Lutito
CenturyLink Investment Management

Gregory Spick
Cox Enterprises, Inc.

T.C. Wilson
The Doctor's Company

Valerie J. Sill
DuPont Capital Management

Walter C. Kress
Ernst & Young LLP

Douglas J. Brown
Exelon Corporation

Maite Irakoze Baur
Farmers Insurance Group

Sanjay Chawla
FM Global

Marie Pillai
General Mills Inc

Harshal Chaudhari
IBM Retirement Funds

Wayne Wicker
ICMA Retirement Corporation

Robert Ewers
Inter-American Development Bank

Robert Hunkeler
International Paper Company

Neil Roache
Johnson & Johnson

Cindy Holmes
Kroger Company

Denise O'Donoghue
Lancashire Holdings Limited

Dan Sweet

Richard W. Scott
Loews Corporation

Phillip Titolo
MassMutual Insurance

Jeremy Ellermeyer
MetLife Investment Management

Clifton E. Moore
Michelin North America Inc.

Jeanmarie C. Grisi
Nokia Americas

Mahendra Shah

John F. Greenberg
Pension Benefit Guaranty Corporation

Thomas Foster
Pinnacle West Capital Corporation

Christopher Quallen
RGA Reinsurance Company

Aaron Diefenthaler
RLI Corp.

Joseph Eppers
Selective Insurance Company of America

Mark K. Silverstein
Sompo International

Randy Brown
Sun Life Financial

Charles Van Vleet
Textron Inc.

Robin Diamonte
United Technologies Corporation

Ernie Caballero
UPS Group Trust

Stephen Blundin
Verizon Investment Management

Gabriel Petre
The World Bank

Ruth Bosco
Xerox Corporation

Peter Teuscher
Zurich Insurance Company Ltd


The Watergate Hotel

2650 Virginia Ave NW
Washington, DC 20037
United States

Perfect for business, pleasure, or family travel, The Watergate Hotel is home to an array of venues for dining, drinking, fitness, wellness and more. You're encouraged to lounge at the seductive The Next Whisky Bar and enjoy stunning views from Top Of The Gate, as well as enjoy some of DC's best cuisine at Kingbird and indulge in a relaxing treatment from Argentta Spa during your stay.

In addition to the activities and experiences found at The Watergate, our location near The National Mall and the historic Georgetown neighborhood gives you access to the best of DC's destinations and experiences. From great jazz at an iconic venue, to beloved baked goods, to some of the nation's finest memorials and more, there is truly something for everyone in Washington DC.


Registration is limited to members of the Institutional Investor Institute. If you wish to obtain more information on joining this membership please email us and member of our team will be in touch shortly. We look forward to having you with us.



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