Insurers Investment Club - Conversation & Breakfast

Presentation Title: Private & Structured Credit: Positioning for Today’s Market—and What Lies Ahead

Speakers: Elle Sisco, Head Portfolio Strategist, Napier Park Global Capital (a First Eagle company)

                 Gavin Dredge, Insurance Portfolio Manager, Mercer Limited

Event Description

First Eagle Investments and Mercer are delighted to host the cio investment club's Insurers Investment Club – Conversation & Breakfast, where we will explore the role of private and structured credit in today’s market landscape.

In an environment defined by heightened volatility and macro uncertainty, private and structured credit continue to offer a broad and evolving opportunity set, but require careful assessment of underlying risks, structures, and liquidity. Expected changes to the Solvency II and UK regulatory frameworks at year-end, though different, should both deliver refined capital treatment of structured credit exposure for insurers, with implications for portfolio construction and capital efficiency.

This discussion will provide an opportunity to exchange perspectives on how insurers are allocating to private and structured credit, where First Eagle and Mercer are finding value in the market in light of the evolving macro and geopolitical environment, and how these exposures are evolving within portfolios.

This is a great opportunity to:

• Connect with peers in the insurers and investment space
• Exchange insights on current market trends
• Explore emerging investment opportunities
• Enjoy thoughtful discussion in a relaxed, informal setting hosted by the cio investment club

Spaces are limited to ten, so we encourage you to secure your place. We look forward to seeing you there!