SOFI Enabled Events

Learn more about the Indaba's hosts and the mallowstreet SOFI AI technology.

Details of Investment Masterclasses to be confirmed, please check back for updates.

Aviva Investors

GMO

Emerging Market Debt Investing: The Case for a Disciplined, Active Approach

Emerging market debt offers a variety of alpha opportunities, with yields that are attractively high to compensate investors for potential default risk or, in the case of local-currency debt, FX risk. Investors who have taken a strategic and active approach to the asset class have been rewarded with high, repeatable alpha derived from the premia associated with liquidity, complexity, and credit quality in the opportunity set and the benchmarks. Harvested through rigorous security selection coupled with disciplined fundamental research, and in ways that are less sensitive to macroeconomic and market environments.

GMO’s Emerging Market Debt team has been managing this asset class for over 30 years focusing on bottom-up instrument selection, complemented by focused sovereign and corporate analysis, rather than top-down macro views. We offer hard currency, local currency, and blended-currency strategies and believe our approach provides value-oriented clients, who hold long-term investment objectives, a significantly higher likelihood of outperforming their respective benchmarks than the approaches employed by others in this space, who typically focus on economic forecasting, market timing, and other macro/top-down approaches.

Eamon will explain why you should consider an active allocation to Emerging Market Debt, and why you should consider GMO, given both our differentiated approach and our high long-term net alpha relative to both the benchmark and to other managers.

About GMO

For nearly 50 years, GMO has pursued a research driven, long term investment approach grounded in intellectual honesty, valuation discipline, and the courage to stand apart if necessary. Our enduring mandate is to steward client capital with discipline and trust through every market cycle. Privately owned since our 1977 founding, the firm’s sole business is investment management, enabling a singular focus on long-term client outcomes through our disciplined decision-making and intellectual independence. GMO partners with a broad range of sophisticated investors, including endowments, foundations, insurance companies, retirement plans, sovereign institutions, intermediaries, and family offices worldwide.

GMO has always championed a research-driven approach to investment management. We offer investment strategies across equity, fixed income, multi-asset, and alternative asset classes, concentrating on areas where we believe GMO has a durable research advantage. Our diverse and independent investment teams share a common philosophical foundation: that long-term, valuation-based investing can maximise risk-adjusted returns and empower our global clients to navigate markets with confidence.

A defining element of GMO’s approach is our willingness to challenge consensus views. Our firm is known for candidly sharing our market perspectives, conducting academically rigorous research, and taking differentiated portfolio positions when conditions warrant. Stewardship has been central to GMO’s culture since our founding. The firm emphasises responsible capital management, long-term partnerships, and a collaborative environment that values diverse perspectives, intellectual curiosity, and open debate. GMO believes these principles support stronger investment outcomes and deeper client relationships.

GMO manages approximately £58bn in assets and employs 434 colleagues. Headquartered in Boston, the firm maintains offices in major financial centers, including London, Amsterdam, Singapore, Sydney, and Tokyo, serving clients across global markets.

[1] As of December 31st, 2025

Guggenheim Investments

Jupiter Asset Management

PIMCO

Private Asset Backed Finance

The PIMCO Masterclass will explore the growing opportunity set in private asset backed finance and its relevance for Life and PnC insurance portfolios. The discussion will focus on history of asset backed finance and how these strategies can provide access to contractual cash flows supported by real economy assets, offering diversification beyond traditional private credit. Participants will examine how these structures can be aligned with insurers’ liability profiles, enhance yield without disproportionate capital strain, and contribute to portfolio robustness given its high quality nature across market cycles. Consideration will also be given to the evolving regulatory and balance sheet context, including capital treatment, structuring flexibility and scalability.

About PIMCO

PIMCO was founded in 1971 in Newport Beach, California, and pioneered an active total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting market conditions.

With over £1.68 trillion in assets under management, 1 PIMCO is one of the world’s premier investment managers offering a range of solutions across public and private markets. PIMCO has been active in the UK and Ireland institutional market since 1999 and manages approximately £22.6 billion in fixed income, multi-asset and alternative assets for a wide range of UK and Irish institutional investors including pension schemes and insurers.2 At PIMCO, our decades of global leadership in active fixed income investing have prepared us for the complexities of alternative strategies, grounded in a solid foundation of macroeconomic analysis, fundamental research, and relative value comparisons.

Over the last 15+ years, this broad perspective has provided our investors with access to new potential opportunities through alternative strategies spanning global macro, commodities, risk premia, structured and corporate credit, and the full spectrum of residential and commercial real estate markets. We manage over £130 billion in our alternatives Private Strategies3, and around £24 billion in Hedge Funds4, investing globally across the capital structure and spanning all major asset classes.3

Today we have offices across the globe and have over 3,190 professionals united by a single purpose: creating opportunities and alpha for investors across every market environment.

1As of 31/12/2025, including £1.37trn in 3rd party assets and £60.1bn (30/09/2025) in assets managed by PIMCO Prime Real Estate (formerly Allianz Real Estate), affiliate and wholly-owned subsidiary of PIMCO and PIMCO Europe GmbH (includes PIMCO Prime Real Estate GmbH, PIMCO Prime Real Estate LLC and their subsidiaries/affiliates)

2 As of 31/12/2025 in third party assets.

3As of 30/09/2025

4As of 31/12/2025

SOFI by mallowstreet

mallowstreet Insurance Indaba 2026

Important

Delegates are expected to attend the full event. We do understand that this is a time commitment in diaries. Please do let us know if you need to step away for a call/meeting and we shall adjust your personal agenda.

Join us at the mallowstreet Insurance Indaba for a full day of forward-thinking discussion and practical insight designed exclusively for insurance investment professionals. Together, we’ll explore how the industry is evolving amid shifting markets, regulation, and technology—and what this means for long-term portfolio resilience.

Hear from an outstanding line-up of industry leaders as they share expert perspectives on the key trends influencing insurance investment today and tomorrow. From changing risk dynamics to new sources of return, our keynote sessions will illuminate where opportunity lies in a rapidly transforming landscape.

Delegates will also take part in a series of highly interactive Investment Masterclass sessions. Led by specialist asset managers, these boardroom-style discussions provide a unique opportunity to exchange ideas, benchmark approaches, and gain actionable strategies for the challenges and opportunities ahead.

Why Attend:

Expert Insights: Learn from renowned financial experts, market analysts, and industry leaders who will share their valuable experiences and knowledge.
Thought-Provoking Discussions: Engage in dynamic and intimate Roundtable discussions with leading experts and your peers.
Cutting-Edge Tools: Discover new tools and stay at the forefront of investment decision making.
Networking Opportunities: Connect with fellow investment decision makers and advisers. Forging valuable relationships that can drive informed investment strategies.

This event is FREE to attend for investment decision makers and their advisers.

*An Indaba (pronounced in-dar-bah) is an important conference held by the izinDuna (principal people) of the Zulu or Xhosa people. The term comes from a Zulu language word meaning "business" or "matter".

At mallowstreet we adhere to a principles-based approach to ensure a meaningful and respectful experience for all attendees. We believe that upholding these principles will contribute to a thriving and inclusive professional environment. Please review our Code of Conduct here: Code of Conduct

Speakers

Stuart Breyer
CEO, mallowstreet
Stuart is CEO of mallowstreet, the dedicated platform (on and offline) for the UK institutional pensions and insurance industries, which now has over 4,000 community members. Its goal is to help provide a better pension for everyone and, after sustained and impressive growth, to better strive towards this it is now rapidly expanding the firm’s service offering to cover a new suite of products that apply the power of Machine Learning technologies and Artificial Intelligence.
Alongside his CEO role, Stuart is a Trustee of the 10,000 Interns Foundation – this foundation is transforming the horizons of young talent with paid internships across more than 25 sectors through the 10,000 Black Interns and 10,000 Able Interns Programmes. Having graduated from Drexel University with an MBA, followed by several years at Susquehanna International Group in Philadelphia, Stuart moved to the UK to complete an MSc in Social Planning and Policy at the LSE in 2006. He’s still here and in his free time enjoys running and travel.
Bob Tyley
Head of Insurance Investment & ALM, Hymans Robertson
Bob is Head of Insurance Investment & ALM within the Insurance and Financial Services team, with responsibility for co-ordinating all work related to credit risk, illiquid assets, market risks, investment strategy, liquidity, and sustainable investment.
He's an investment industry veteran with deep experience of global credit and interest rate markets. Having worked in the leading investment banks, insurance companies and consultancies, he has wide experience of delivering MA, ALM, SAA, IMV, liquidity and ESG projects along with risk and capital modelling and optimisation for insurance companies.
Bob is a Technical Specialist of the Institute of Risk Management and sits on its Climate Change Special Interest Group committee, a Chartered Fellow of the Chartered Institute for Securities & Investment, as well as being a Fellow of the Royal Astronomical Society.
Cameron Allan
Senior Manager - ALM & Investment Solutions, Lloyd's of London
Cameron is a Senior Manager in the investment team at Lloyd’s. His primary focus is the investment strategy of assets managed by Lloyd’s (c.£15bn), including the Lloyd’s Central Fund and the Lloyd’s managed overseas trust funds.
As part of the investment strategy, Cameron is responsible for designing the strategic asset allocation as well as exploring new asset classes, across both public and private markets, to include within the SAA. Cameron’s work also looks at designing investment solutions for the Lloyd’s Investment Platform and owning the modelling of market risk within the internal capital model.
Prior to joining Lloyd’s in 2021, Cameron spent 6-years as a consultant at EY in their quantitative modelling team, helping banking clients build credit risk and stress testing models. Cameron graduated with a first-class degree in Mechanical Engineering from Queen’s University in Canada and also holds the CFA and CAIA designations.

Program

8:30 AM Registration & Breakfast
9:00 AM Welcome Address

Stuart provides an overview of the conference, speakers, and key themes for the Indaba.

Speaker

Stuart Breyer, CEO, mallowstreet
9:10 AM Private Markets, Ratings & the Changing Shape of Insurance Portfolios

In this session, Bob will explore the growing role of private markets within insurance portfolios and how insurers are balancing the pursuit of enhanced returns with capital efficiency, liquidity and ratings considerations. Bob will examine how rating agencies are responding to evolving asset allocations, what this means for ALM frameworks, and where insurers need to be particularly careful as private markets continue to expand within regulated balance sheets.

Speaker

Bob Tyley, Head of Insurance Investment & ALM, Hymans Robertson
9:45 AM Session Transition
9:50 AM Investment Masterclass I

Delegates split into five Investment Masterclass sessions over the course of the Indaba.
10:30 AM Tea, Coffee, and Networking
10:50 AM Investment Masterclass II

Delegates split into five Investment Masterclass sessions over the course of the Indaba.
11:30 AM Session Transition
11:35 AM Life Investment Horizons Panel: Navigating Macro Shifts & Portfolio Opportunity

This session explores how life insurers are responding to the evolving macroeconomic environment. With inflation volatility, shifting interest rate expectations and increasing regulatory scrutiny shaping the landscape, the discussion will focus on capital efficiency, balance sheet resilience and asset allocation strategy. Adam will share how LV= is positioning its portfolio across public and private markets to deliver long-term value while managing liquidity and solvency constraints.

Panellists:
Adam Ruddle, LV=
Kyle Audley, Phoenix

Speaker

Chaired by Stuart Breyer, CEO, mallowstreet
12:10 PM Session Transition
12:15 PM Investment Masterclass III

Delegates split into five Investment Masterclass sessions over the course of the Indaba.
12:55 PM Lunch and Networking
1:45 PM ReInsurance Investment Horizons Panel: Capital, Risk & Market Dynamics

This panel examines how reinsurers are navigating market cycles, capital pressures and underwriting risk in a changing macro environment. The discussion will explore investment strategy alongside risk transfer, the interaction between underwriting profitability and asset allocation, and where opportunities are emerging across credit and private markets. Panellists will provide insight into how reinsurance balance sheets are structured to deliver resilience, flexibility and attractive risk-adjusted returns.

Panellists:
Peter McGloughlin, Canada Life Re
Tan Brawley, Chaucer Group

Speaker

Chaired by Stuart Breyer, CEO, mallowstreet
2:25 PM Session Transition
2:30 PM Investment Masterclass IV

Delegates split into five Investment Masterclass sessions over the course of the Indaba.
3:10 PM Tea, Coffee, and Networking
3:30 PM Investment Masterclass V

Delegates split into five Investment Masterclass sessions over the course of the Indaba.
4:10 PM Session Transition
4:15 PM Investments and Capital at Lloyd’s

A deep dive into Lloyd’s. In this session, we will look at the structure of the capital stack, how assets in the Market are invested across the chain of security as well as the growth of institutional capital backing the underwriting at Lloyd’s.

Speaker

Cameron Allan, Senior Manager – ALM & Investment Solutions, Lloyd’s of London
4:50 PM Closing Remarks

Speaker

Stuart Breyer, CEO, mallowstreet
5:00 PM Drinks and Networking
6:00 PM End

mallowstreet Insurance Indaba 2026

Important

Speakers

Program

8:30 AM Registration & Breakfast

9:00 AM Welcome Address

Speaker

9:10 AM Private Markets, Ratings & the Changing Shape of Insurance Portfolios

Speaker

9:45 AM Session Transition

9:50 AM Investment Masterclass I

10:30 AM Tea, Coffee, and Networking

10:50 AM Investment Masterclass II

11:30 AM Session Transition

11:35 AM Life Investment Horizons Panel: Navigating Macro Shifts & Portfolio Opportunity

Speaker

12:10 PM Session Transition

12:15 PM Investment Masterclass III

12:55 PM Lunch and Networking

1:45 PM ReInsurance Investment Horizons Panel: Capital, Risk & Market Dynamics

Speaker

2:25 PM Session Transition

2:30 PM Investment Masterclass IV

3:10 PM Tea, Coffee, and Networking

3:30 PM Investment Masterclass V

4:10 PM Session Transition

4:15 PM Investments and Capital at Lloyd’s

Speaker

4:50 PM Closing Remarks

Speaker

5:00 PM Drinks and Networking

6:00 PM End