InsuranceAUM.com (IAUM), affiliated with The Institutes, welcomed executives from more than 60 insurance companies to the 5th Annual Insurance Investment Executives’ Meeting, held June 9–11, 2026, at the University of Chicago Booth School of Business’ Gleacher Center in Chicago, Illinois. The milestone event brought together chief investment officers, senior investment professionals, and industry asset management leaders for three days of high-level dialogue, peer collaboration, and strategic insight into the evolving insurance investment landscape.
The 2026 gathering marked a landmark fifth year for what has become one of the most trusted and anticipated events in insurance asset management. True to its LP-first philosophy, the meeting featured candid, LP-only sessions designed exclusively for insurance asset allocators, providing a confidential environment to exchange perspectives on portfolio construction, market dynamics, regulatory pressures, and emerging opportunities.
Annual Meeting Awards
IAUM recognized several outstanding contributors to the IAUM insurance investment community:
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2026 (Inaugural) LP of the Year: Lale Topcuoglu, Head of Investment Strategy & Public Fixed Income at Swiss Re
This award will recognize a senior insurance investment owner who exemplifies peer engagement, intellectual generosity, and active contribution to the community’s collective learning, and selected annually by his or her peers. -
“OG Award”: John Patin, CIO at Somers Group Holdings
Honoring IAUM legacy, loyalty, and enduring presence, the OG Award recognized John for his commitment to the IAUM community from the very beginning. His continued participation across all five years and service as the event Co-Chair in 2025 has helped to shape the organization and embodies the spirit of what the annual meeting and this community is all about. -
All Time Top Podcast Award (2021–2026): Episode 116 featuring TJ Durkin, Head of Structured Credit & Specialty Finance at TPG Angelo Gordon
Recognizing the asset management firm, asset manager, and podcast with the highest downloads over the last five years and beyond. - Recognition of 2026 Annual Meeting Co-Chairs: T.C. Wilson, Chief Investment Officer of The Doctors Company, and Janelle Woodward, CFA, Senior Managing Director, Multi-Asset Group at Allstate Investments. Continuing the event’s longstanding commitment to LP-driven content, their leadership helped create a program that resonated strongly with attendees across the insurance investment community.
IAUM once again welcomed keynote Howard Marks, Co-Founder and Co-Chairman of Oaktree Capital Management. Widely regarded as one of the industry’s most respected investors, Marks delivered a thought-provoking discussion on market cycles, risk assessment, investor psychology, and the importance of disciplined decision-making in uncertain markets. His remarks sparked meaningful conversations throughout the meeting and provided attendees with a valuable perspective on navigating today’s investment environment.
“One of the decisions we’re most proud of this year was continuing to prioritize attendee experience over event size,” said Lynde O’Brien, Executive Director of InsuranceAUM.com. “Reaching five years is a powerful milestone because our CIO Executive Council and Co-chairs shape this event, provide valuable feedback each year, and keep us focused on maintaining strong insurer representation. Having the discipline to stand behind our commitment to an event that is ‘by CIOs, for CIOs’ meant reducing sponsorship by 25%, going deep into topics like AI, and facilitating conversations between ‘Ogs’ and emerging leaders. We’re deeply grateful to our co-chairs, our honorees, and every attendee who showed up ready to engage. My goal now is to carry that momentum into Austin.”
Looking Ahead: Private Credit Forum – Austin, TX November 12-13, 2026.
The momentum from Chicago carries directly into IAUM’s next signature event: the Insurers’ Private Credit Forum, taking place Nov. 12–13, 2026, in Austin, Texas. The invitation-only event will bring together insurance portfolio managers and investment professionals focused on private credit and asset-backed finance (ABF) strategies. Event Chairperson, Kenyatta Matheny, Chief Investment Officer of EquiTrust Life Insurance Company, will help the IAUM team shape an agenda balanced between curated meetings and educational roundtable discussions designed to foster open, solution-oriented exchanges among insurance allocators.
Admission is complimentary for qualified insurance asset owners. Early registration is strongly recommended as space is limited. To reserve your spot or learn more, visit https://insuranceaum.com/2026-insurers-private-credit-forum/austin.
About InsuranceAUM.com
Founded in 2013 by Stewart Foley, CFA, InsuranceAUM.com, affiliated with The Institutes, is a leading global digital publishing platform and event destination for insurance industry investment and asset management professionals. The platform provides educational resources, industry insights, and networking opportunities through a combination of events, thought leadership, and data-driven content, empowering insurers and asset managers to build and allocate capital strategically while driving insight, high-impact engagement, and trusted connections across the insurance investment community.
About The Institutes
The Institutes® are a not-for-profit comprised of diverse affiliates that educate, elevate, and connect people in the essential disciplines of risk management and insurance. Through products and services offered by The Institutes’ 21 affiliated business units, people and organizations are empowered to help those in need with a focus on understanding, predicting, and preventing losses to create a more resilient world.
The Institutes is a registered trademark of The Institutes. All rights reserved.
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