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Session 69 PD, Alternative Asset Classes in Life Insurance Investments

Moderator:

Suhrid Swaminarayan, FSA, FIA

Presenters: Rishi Goel

Karl H. Spaeth, Jr., CFA John Petchler

SOA Antitrust Disclaimer SOA Presentation Disclaimer

Primer on Private Placement and Distressed DebtPANELISTS – 2018 LIFE AND ANNUITY SYMPOSIUMRishi Goel, John Petchler, Suhrid Swaminarayan8 May 2018

Panelists• Rishi Goel – Aegon Asset Management• John Petchler – Conning / President of the PPIA• Suhrid Swaminarayan, Moderator

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Biography – Rishi Goel

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Biography – Rishi Goel

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Biography – John Petchler

John Petchler, CFA, is a Director at Conning, where he is a member of the Credit Research team, focusedon Private Placements. Prior to joining Conning in 2016, Mr. Petchler was a Managing Director for MemberCapital Advisors where he was responsible for managing a $2B private placement bond portfolio andpreviously was a Senior Vice President for Citigroup Insurance Investments. Mr. Petchler earned a BA with aconcentration in Economics, Political Philosophy and History from Wesleyan University and a MBA inFinance from New York University. He is a chartered financial analyst and has been the President of thePrivate Placement Investors Association since 2013.

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Investment Grade Private Placement Market –Review of 2017 and outlook for 2018John Petchler, Conning

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