AIFA

Conference 2025

March 2-4 • Naples Grande Beach Resort
Naples, Florida

2025 Conference Registration

On behalf of the board of the Association of Insurance and Financial Analysts (AIFA), welcome! Our mission is to provide an annual conference forum to address the issues, challenges, and opportunities facing the property & casualty insurance, life insurance, reinsurance, and insurance brokerage industries.

AIFA is a non-profit organization which relies on company sponsors and attendees to cover expenses. The 2025 conference fee is $750 per attendee, including all panels, company meetings, meals, and golf/tennis outings on Sunday. A hotel block is also reserved with preferred rates available. A key advantage of AIFA is the ability to meet with many of our company sponsors. The group meeting requests will be handled as part of the online registration process. Every effort will be made to accommodate all requests, but we note that each sponsoring company will host one ‘open-for-all’ session as well. For companies sponsoring events/group meetings, your sponsorship includes conference registration fees for up to 4 management participants.

Attendee • Sponsor • Panelist

Register

Agenda

  • Sunday, March 2
    12:00pm-5:00pm

    Registration

    Weston & Associates

    12:00pm-6:30pm

    The Dinos Iordanou & John Nadel Memorial Golf Tournament

    Naples Grande Golf Club

    Sponsored by:

    Coordinator: TBD

    2:00pm-4:00pm

    Tennis Outing

    Naples Grande Tennis Club

    Coordinator: TBD

    7:00pm-10:00pm

    Welcome Reception & Dinner

    Sponsored by:

  • Monday, March 3
    7:00am-8:00am

    Breakfast

    Sponsored by:

    8:00am-8:50am

    State of P&C Insurance Panel

    Moderator(s): Elyse Greenspan & Meyer Shields

    AIG – TBD
    Marsh McLennan – John Doyle, President & Chief Executive Officer
    The Hartford – Chris Swift, Chairman & Chief Executive Officer

    9:00am-9:50am

    State of Life Insurance Panel

    Moderator(s): Tom Gallagher & Alex Scott

    Corebridge – Kevin Hogan, Chief Executive Officer

    MetLife – Michel Khalaf, President & Chief Executive Officer

    Pacific Life – Darryl Button, Chief Executive Officer

    9:45am-10:15am

    Break

    Sponsored by:

    10:00am-10:50am

    Insurance Brokers Panel

    Moderator(s): Andrew Kligerman & Rob Cox

    Accelerant – Jeff Radke, Chief Executive Officer
    Howden Tiger – Rod Fox, Chairman
    TIH – Dave Obenauer, Chief Executive Officer

    11:00am-11:50am

    Employee Benefits Panel

    Moderator(s): Ryan Krueger

    Guardian – Jonathan Mayhew, Head of Group Benefits
    Unum – Chris Pyne, EVP, Group Benefits

     

    12:00pm-1:00pm

    Lunch

    Sponsored by:

    1:15pm-2:05pm

    Retirement Panel

    Moderator(s): Wilma Burdis

    Athene – Mike Downing, COO
    CNO Financial Group – Gary C. Bhojwani, CEO
    F&G – Chris Blunt, President & CEO

    2:15pm-3:05pm

    Personal Lines Panel

    Moderator(s): David Motemaden

    Allstate – Jess Mertens, Chief Financial Officer

    Society of Collision Repair Specialists – Aaron Schulenburg, Executive Director

    The Woodlands Financial Group – Gordy Bunch, President & Chief Executive Officer

    3:15pm-3:45pm

    Break

    Sponsored by:

     

    3:15pm-4:05pm

    Specialty Insurance Panel

    Moderator(s): Michael Phillips & Bob Huang

    Axis Capital – Vincent Tizzio, Chief Executive Officer

    Bowhead Specialty Insurance – Stephen Sills. Chief Executive Officer

    Kinsale – Michael Kehoe, Chief Executive Officer

    W. R. Berkley – Rob Berkley, Chief Executive Officer

    4:15pm-5:05pm

    Insurtech Panel

    Moderator(s): Tommy McJoynt

    Root – Matt LaMalva, Head of Investor Relations & Corporate Development

    Supercede – Ben Rose, Co-Founder & President

     

     

    6:00pm-8:00pm

    Dinner

    Sponsored by:

    8:00pm-10:00pm

    AIFA Nightcap

    Sponsored by:

  • Tuesday, March 4
    7:00am-8:00am

    Breakfast

    Sponsored by:

    8:00am-8:50am

    Intersection of P/E & Insurance Panel

    Moderator(s): John Barnidge & Paul Newsome

    Aspida – Brian Stewart, Chief Operations Officer & Chief Financial Officer

    Bain Capital – Ron McIntosh, Partner, Insurance

    Cornell Capital – Emily Pollack, Managing Director

    Venerable – Miles Kaschalk, Head of Corporate Development

     

    9:00am-9:50am

    Reinsurance Panel

    Moderator(s): Brian Meredith & Cave Montazeri

    Aon – Bryon Ehrhart, Global Head of Growth & Strategic Development

    Hamilton Group – Pina Albo, Chief Executive Officer

    9:45am-10:15am

    Break

    Sponsored by:

    10:00am-10:50am

    Insurance Linked Securities Panel

    Moderator(s): Ryan Tunis

    Aelous Capital Management – Aditya Dutt, President
    A.M. Best – Carlos Wong-Fupay, Senior Director, Commercial Lines
    Healthcare of Ontario Pension Plan – Bernard Van der Stichele, Portfolio Manager

    11:00am-11:50am

    Investments Panel

    Moderator(s): Wes Carmichael & Mike Ward

    Aflac – Brad Dyslin, Chief Investment Officer
    F&G – Leena Punjabi, Chief Investment Officer
    Voya Investment Management– Matt Toms, Chief Executive Officer

    12:00pm-1:20pm

    Ratings Panel Lunch

    Sponsored by:

    Moderator: Paul Newsome

    A.M. Best – Steven Chirico, Director
    Demotech – Barry Koestler, Chief Ratings Officer
    Fitch Ratings – Gerald Glombicki, Senior Director
    KBRA – Donna Halverstadt, Managing Director
    Moody’s – Sarah Hibler, Associate Managing Director
    Morningstar – Nadja Dreff, Senior Vice President, Sector Lead, Global Insurance & Pension Ratings
    S&P – Carmi Margalit, Managing Director, North American Financial Services Ratings

    1:30pm-2:20pm

    M&A Panel

    Moderator(s): Mike Zaremski

    Barclays – Tom Vandever, Co-Head of FIG Americas M&A

    Goldman Sachs – Pat Fels, Head of FIG Americas

    Piper Sandler – Andrew Atkins, Managing Director Insurance Investment Banking

     

    2:30pm-3:20pm

    Auto Insurance, Active Management and AI

    Moderator(s): Mike Zaremski

    Baker Sterchi Cowden & Rice LLC – Josh Davis, Civil Defense Litigator
    Cambridge Mobile Telematics – Ryan McMahon, SVP of Strategy & Corporate Development
    University of Pennsylvania – Dr. Kit Delgado, Faculty Director, Penn Medicine Nudge Unit Associate Professor, Emergency Medicine & Epidemiology

    3:15pm-3:45pm

    Break

    Sponsored by:

    5:30pm-8:00pm

    Dinner

Conference Organizing Committee

Wilma Burdis
Raymond James

Tom Gallagher
Evercore ISI

Tommy McJoynt
KBWI

David Motemaden
Evercore ISI

Meyer Shields
KBW

Mike Zaremski
BMO

Wes Carmichael
Autonomous Research

Bob Huang
Morgan Stanley

Brian Meredith
UBS

Michael Phillips
Oppenheimer

Ryan Tunis
Autonomous Research

Rob Cox
Goldman Sachs

Andrew Kligerman
TD Cowen

Cave Montazeri
Deutsche Bank

Alex Scott
Barclays

Mike Ward
UBS

Event Sponsors

Companies Scheduled to Attend

Abacus Life (ABL)

Accelerant (Panel Only)

Aegon (AEG)

Aelous Capital Management (Panel Only)

Aflac (AFL)

AIG (AIG)

Allstate (ALL)

A.M. Best (Panel Only)

Ambac (AMBC)

American Financial Group (AFG)

American National Group Inc. (ANAT)

Aon (Panel Only)

Arch Capital (ACGL)

Ascot Group

Aspida

Assurant (AIZ)

Athene

AXIS Capital (AXS)

Bain Capital (Panel Only)

Baldwin Group (BRP)

Bowhead Specialty Insurance (BOW)

Brighthouse Financial (BHF)

Cambridge Mobile Telematics (Panel Only)

CNA (CNA)

CNO Financial (CNO)

Conduit Re

Core Specialty Insurance

Corebridge (CRBG)

Cornell Capital (Panel Only)

Definity Financial (DFY)

Demotech, Inc. (Panel Only)

Equitable (EQH)

Essent (ESNT)

Everest Group, Ltd (EG)

F&G (FG)

Fidelis Insurance Group (FIHL)

Fitch Ratings (Panel Only)

Fortitude Re

Genworth (GNW)

Global Atlantic Financial Group

Globe Life (GL)

Goosehead (GSHD)

Great-West Lifeco

Guardian (Panel Only)

Hamilton Group (HG)

Hannover Re (HNR1)

Hanover Insurance (THG)

Healthcare of Ontario Pension Plan (Panel Only)

Heritage Insurance (HRTG)

Hiscox (HCXLF)

Horace Mann (HMN)

Howden Tiger (Panel Only)

Intact Financial Corporation (IFC)

International General (IGI)

Jackson Financial (JXN)

KRBA (Panel Only)

Kinsale (KNSL)

Manulife (MFC)

Marsh McLennan (MMC)

MetLife (MET)

MGIC (MGIC)

Moody’s Investor Services

Morningstar (Panel Only)

Old Republic (ORI)

Pacific Life (Panel Only)

Palomar (PLMR)

Piper Banker (Panel Only)

Primerica (PRI)

Principal Financial (PFG)

Protective Life

Prudential (PRU)

QuinStreet (QNST)

Radian (RDN)

RenaissanceRe (RNR)

RGA (RGA)

RLI (RLI)

Root (ROOT)

Ryan Specialty (RYAN)

Sammons Financial Group

S&P (Panel Only)

Selective (SIGI)

Society of Collision Repair Specialists (Panel Only)

Sirius Point (SPNT)

Supercede (Panel Only)

TIH (Panel Only)

The Hartford (HIG)

The Woodlands Financial Group (Panel Only)

United Fire (UFCS)

Unum (UNM)

Voya Financial (VOYA)

Venerable (Panel Only)

WR Berkley (WRB)

FAQS

What is the cost to attend the AIFA Conference?

The 2025 Conference fee is $750 and includes all panels, company meetings, meals, and golf/tennis outings on Sunday.

When does the Conference begin?

The Conference begins with the Welcome Reception & Dinner on Sunday evening, March 2, 2025. The panel sessions and small group meetings will start Monday morning at 8:00 AM, March 3, 2025.

What are the check in and check out times at the Naples Grande Beach Resort?

Check in time is 4:00 PM and check out time is 11:00 AM.

Where are the meetings held during the Conference?

The Panel Sessions are held in the Royal Palm Ballroom. Small company meetings are held in various meeting rooms on the second floor in addition to guest room suites and villas at the resort. Please CLICK HERE for maps of the resort meeting space.

How do I make selections for Small Group Meetings during the Conference?

Small Group Meeting selection will be made during the registration process. Every effort will be made to accommodate all requests. Please CLICK HERE for a list of proposed meetings and times. The deadline to sign up for Small Group Meetings is February 20, 2025. Note the schedules are subject to change.

How do I modify my registration?

For information on how to modify your registration, please CLICK HERE.

Who is the contact for panel presentations and production needs?

Darrin Contessa
Pro Media Productions
Office/Cell 602-920-2912
Email – Darrin@PromediaPro.com

Sponsoring Company Registration

For Information on how to register as a Sponsor Company, please CLICK HERE.

Panelist Registration

For Information on how to register as a Panelist, please CLICK HERE.

What is the dress code for the Conference?

The dress code for the Conference is business casual. You may want to bring a sweater or jacket in case the meeting room is cool.

What airport(s) are near the Naples Grande Beach Resort?

The Fort Myers – Southwest Florida International Airport (RSW) is approximately 32 miles from the Resort.

How can I get to the Naples Grande Beach Resort?

1 – Dolphin Transportation will be providing airport transfers on a request basis only.  Please Click Here to make a reservation on-line.  They can also be reached at 239-530-0100.   We suggest you contact them in advance to make reservations. 

2 – Taxi and other Ride Share Booking services are generally available at the Airport and the Resort.

Naples Grande Beach Resort Information

Naples Grande Beach Resort
475 Seagate Drive
Naples, FL   34103

Room Type and Rate:
Tower Guest Room – $464.00 + $15 Resort Fee + Taxes Per Night

Check-in Time:  After 4:00 PM
Check-out Time:  Before 11:00 AM

The Naples Grande Beach Resort will charge a deposit of one-night + resort fee + tax on or after February 7, 2025.  Deposits for individual room reservations are fully refundable if a room is cancelled seven (7) days or more prior to the arrival date.  Rooms cancelled within the seven (7) day window will result in a charge to be determined by the Resort.  No Shows will result in a charge to be determined by the Resort.  Departure dates changed at the Resort after check-in will result in a charge to be determined by the Resort.  Confirmations will come directly from the Resort to the primary e-mail address provided by attendee in late February.

The Resort Fee includes:

1-800/local calls, high speed WiFi in guestroom, two bottles of water in room, bicycle rental, 1 hour beach kayak or paddleboard rental, beach towels and luxury chaise lounges, range balls and use of driving range at Naples Grande Golf Club, 24-hour access to the fitness club, weekly fitness classes, newspaper in the lobby, 10% discount on tennis court fees and weekly resort activities.  (Subject to change).

Contact Us

Should you have questions or need additional information, please contact Weston & Associates at info@westoninc.com or 336-725-1147, or one of the AIFA officers.

Hotel Information

Grande

Naples Grande Beach Resort
Check-in Time: After 4:00 PM
Check-out Time: Before 11:00 AM
Tower Guest Rooms: $464 + $15 Resort Fee + Taxes Per Night
A warm, effortless level of hospitality greets you at the Naples Grande Beach Resort. This inviting beach property sets the standard for treating guests and families to endless activities, incredible nearby sights, and an unmatched level of service and attention. Rediscover this unique Florida resort and indulge in a truly special getaway.
  • Located on 23 manicured acres along the Gulf of Mexico in Naples, Florida.
  • Adjacent to miles of natural mangrove estuary waiting to be explored.
  • Minutes from designer shopping, family attractions, the Caribbean Gardens at Naples Zoo and the Florida Everglades.
  • Just seven miles (10 minutes) northwest of Naples Municipal Airport (APF).
  • 32 miles, (35 minutes) to the Fort Myers – Southwest Florida International Airport (RSW).
Rooms:
Experience the pure ease of Naples Grande Beach Resort – a perfect blend of modern luxury and eco-friendly design. Here, style and substance exist in perfect balance and impeccable service exceeds every expectation.
Standard Amenities:
  • Oversized rooms of 465 square feet.
  • One King bed or two Queen beds.
Recreational Facilities:
  • Three swimming pools.
  • 15 Har-Tru tennis courts, five lit for evening play.
  • Golf – Enjoy an optimum golf course for players of all skill levels at the private Naples Grande Golf Club. Acclaimed golf architect Rees Jones designed a par 72 championship course that proves both interesting and challenging.
Dining:

Rhodes End – Daily: 11:00 AM – 5:00 PM

Tucked away on the sand of Naples Grande is Rhode’s End, capturing the feeling of a Greek island. With its beachfront setting and stunning views, Rhode’s End is ideal for a casual lunch, or a place to catch a romantic sunset with tropical cocktails.

The Catch of the Pelican – Daily: 5:00 PM – 10:00 PM
Our signature Naples Grande restaurant celebrates the vibrant flavors of the Gulf Coast in a relaxed-yet-sophisticated setting. Enjoy nightly decadent seafood dinners inside or under the bistro lights.

Gulf Coast Oasis Pool Bar – Weekdays: 11:00 AM – 5:00PM
                                                       Weekends: 11:00 AM – 7:00 PM
This poolside bar offers a daily menu of baja-inspired sandwiches and refreshing salads sure to satisfy any appetite, big or small. Don’t miss our mixologists’ creative cocktails to get your vacation going.

Aura Breakfast – Daily: 7:00 AM – 11:00 AM
Get your day started at Naples Grande the right way with a satisfying breakfast from Aura Restaurant. Conveniently located in our lobby, this eatery boasts a truly cosmopolitan, cutting-edge atmosphere for cool, calm, and collected morning meals.

Mantra – Daily: 11:00 AM – 11:00 PM
                   Bar: Closes 12:00 AM
                   Happy Hour: 3:00 PM – 5:00 PM
Gather in style at Mantra lounge in the lobby of Naples Grande Beach Resort, and enjoy a variety of customized cocktails and specialty drinks in an inviting, sophisticated atmosphere

Spressi Marketplace – Daily: 6:00 AM – 9:00 PM
Perfect for coffee lovers and guests on-the-go, Spressi Marketplace offers illy Italian coffee, with all day grab-and-go style food and beverages. Choices include coffee, tea, sodas, and power drinks, with pastries, sandwiches, and ice cream to sweeten things up.

Sunset Veranda – Daily: 11:00 AM – 11:00 PM
What better way to enjoy another perfect day on your Florida vacation at Naples Grande Beach Resort than with an al fresco meal or refreshing drink outdoors on the Sunset Veranda?
Visit in-season to catch our pop-up Wood-Fired Pizza Kitchen for a casual afternoon meal or evening snack.

In Room Dining – Breakfast: 6:00 AM – 11:00 AM
                                    All Day: 11:00 AM – 11:00 PM
Whether it’s a rainy day, or you simply need some alone time in your spacious room, we provide in-room dining, perfect for an al fresco meal on the balcony.

Naples Grande Beach Resort
475 Seagate Drive
Naples, FL 34103

Room Type and Rate:
Tower Guest Rooms: $464 + $15 Resort Fee + Taxes Per Night

Check-in Time: After 4:00 PM
Check-out Time: Before 11:00 AM

Credit Cards for Resort Deposit will be Charged One Night Room and Tax on February 7, 2025. Deposits for individual room reservations are fully refundable if a room is cancelled 14 days or more prior to the arrival date. Rooms cancelled within the 14 day window will result in a charge to be determined by the Resort. No Shows will result in a charge to be determined by the Resort. Departure dates changed at the Resort after check-in will result in a charge to be determined by the Resort. Confirmations will come directly from the Resort to the primary e-mail address provided by attendee in late February.

Tower Guest Room

Rate: $464 + $15 Resort Fee + Tax Per Night

Tower Rooms offer either one King Bed or two Queen Beds, allowing you to wind down in sumptuous comfort. Relax in spacious surroundings, including a conversation area with a large desk, a marble bathroom with dual vanities, oversized soaking tub and separate shower, and begin each day by looking out on beautiful Naples, Florida, from a fully furnished private balcony.

 

Amenities

  • Oversized rooms of 465 square feet
  • One King bed or two Queen beds
  • Separate walk-in showers and oversized soaking tubs
  • Private balcony with angled view (Coastal View rooms are located on the lowest floors 3-5 and may not have view of the Gulf of Mexico)
  • Conversation area, with a full-sized desk
  • 47″ HD LCD TV
  • Mini refrigerator
  • iPod docking station/alarm clock
  • In-room safe
  • Individually controlled digital thermostat
  • Hairdryer, iron, and ironing board
  • Keurig coffeemaker, with coffee and tea k-cups
  • Wi-Fi
  • Signature bathrobes available upon request

Recreational Facilities

  • Three Swimming Pools
  • Golf – Enjoy an optimum golf course for players of all skill levels at the private Naples Grande Golf Club. Acclaimed golf architect Rees Jones designed a par 72 championship course that proves both interesting and challenging.
  • Tennis – Naples Grande offers an unrivaled tennis program for players of all ages and skill levels. Under the direction of Peter Burwash International, known world-wide for their first-class tennis professionals and expert instruction. Naples Grande is home to fifteen Har – Tru tennis courts and a must for tennis enthusiasts, professionally managed by PBI professionals.

Rhodes Inn – Daily: 11:00 AM – 5:00 PM 

Tucked away on the sand of Naples Grande is Rhode’s End, capturing the feeling of a Greek island. With its beachfront setting and stunning views, Rhode’s End is ideal for a casual lunch, or a place to catch a romantic sunset with tropical cocktails.

The Catch of the Pelican – Daily: 5:00 PM – 10:00 PM
Our signature Naples Grande restaurant celebrates the vibrant flavors of the Gulf Coast in a relaxed-yet-sophisticated setting. Enjoy nightly decadent seafood dinners inside or under the bistro lights.

Gulf Coast Oasis Pool Bar – Weekdays: 11:00 AM – 5:00PM
                                                       Weekends: 11:00 AM – 7:00 PM
This poolside bar offers a daily menu of baja-inspired sandwiches and refreshing salads sure to satisfy any appetite, big or small. Don’t miss our mixologists’ creative cocktails to get your vacation going.

Aura Breakfast – Daily: 7:00 AM – 11:00 AM
Get your day started at Naples Grande the right way with a satisfying breakfast from Aura Restaurant. Conveniently located in our lobby, this eatery boasts a truly cosmopolitan, cutting-edge atmosphere for cool, calm, and collected morning meals.

Mantra – Daily: 11:00 AM – 11:00 PM
                   Bar: Closes 12:00 AM
                   Happy Hour: 3:00 PM – 5:00 PM
Gather in style at Mantra lounge in the lobby of Naples Grande Beach Resort, and enjoy a variety of customized cocktails and specialty drinks in an inviting, sophisticated atmosphere

Spressi Marketplace – Daily: 6:00 AM – 9:00 PM
Perfect for coffee lovers and guests on-the-go, Spressi Marketplace offers illy Italian coffee, with all day grab-and-go style food and beverages. Choices include coffee, tea, sodas, and power drinks, with pastries, sandwiches, and ice cream to sweeten things up.

Sunset Veranda – Daily: 11:00 AM – 11:00 PM
What better way to enjoy another perfect day on your Florida vacation at Naples Grande Beach Resort than with an al fresco meal or refreshing drink outdoors on the Sunset Veranda?
Visit in-season to catch our pop-up Wood-Fired Pizza Kitchen for a casual afternoon meal or evening snack.

In Room Dining – Breakfast: 6:00 AM – 11:00 AM
                                    All Day: 11:00 AM – 11:00 PM
Whether it’s a rainy day, or you simply need some alone time in your spacious room, we provide in-room dining, perfect for an al fresco meal on the balcony.

Ground Transportation

Dolphin Transportation will be providing airport transfers on a request basis only. Please Click Here to make a reservation on-line. They can also be reached at 239-530-0100. We suggest you contact them in advance to make reservations.

Taxi and other Ride Share Booking services are generally available at the Airport and the Resort.

Activities

The Dinos Iordanou & John Nadel Memorial Golf Tournament, sponsored by Arch Capital and Abacus Life is scheduled for Sunday March 2, 2025 at 12:00 PM at the Naples Grande Golf Club. You must sign up for the outing during the Conference registration process.

Registration includes Greens Fee, Cart and a boxed lunch. Transportation is available to the course from the hotel at 11:00 AM on March 2, 2025.

Club/shoe rental and any additional food & beverage will be the responsibility of individual golfers.

The AIFA Golf Coordinator will share further information with you closer to the outing.

The 2025 AIFA Tennis Outing is scheduled for Sunday March 2, 2025, from 2:00 – 4:00PM at the Naples Grande Tennis Club. You must sign up for the outing during the Conference registration process.

Registration includes a round robin tournament, non-alcoholic beverages, and an attending Pro. Racquet rental is the responsibility of each individual player.

The AIFA Tennis Coordinator will share further information with you closer to the outing.