Live Webinar

Asset Class Insights and Outsourcing for Insurers

Results from the 2021 Insurance Survey Report

Tuesday, September 21 | 2 pm EDT

More than 1,000 insurance industry professionals have spoken! Tune in to our live webinar for an in-depth look at asset class trends from the results of Clearwater’s 2021 Insurance Investment Survey.

Insurers of all types and sizes participated in the 2021 survey and provided details into their portfolio makeup, how they account for alternative asset classes, their use of external asset managers, and their appetite for particular asset classes. Our panel of experts crunched the numbers and will provide a breakdown of the survey results and what they indicate for insurance industry investors. 

Each webinar attendee will also receive a downloadable e-copy of the survey analysis report, available for the first time.

Learning Objectives:

  • Understand 2021 insurance investing trends 
  • Learn about the top asset classes insurers added to their portfolios in 2021
  • List the criteria and ways insurers utilize external asset managers
  • Understand the primary challenges faced by insurers when adding new assets to their portfolios

Additional Information:

  • Prerequisites: None
  • Who should attend: Investment and accounting professionals
  • Advanced preparation: None
  • Program level: Basic
  • Delivery method: Internet group live
  • Cost: Complimentary
  • Total number of CPE credits: 1.0
  • Field of study: Finance

Please fill out to register

Clearwater Analytics is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

For more information regarding CPE credit, concerns, and cancellation policies, please contact Amanda Hogaboom at ahogaboom@clearwateranalytics.com.

Featured Presenters

Steve Doire, CFA, CPA, CPCU

Steve Doire, CFA, CPA, CPCU

Strategic Platform and Client Advisor , Clearwater Analytics


Steve has extensive knowledge of the insurance industry, insurance asset management, and general asset management to Clearwater and its clients. He works closely with platform development teams, clients, and other industry influencers to evolve both the Clearwater system offering and the user experience of Clearwater’s clientele.

Steve is the founder of DCS Financial Consulting, where he advises asset managers and insurers on various financial and strategic matters. He is a Managing Partner of Insurance AUM Journal, the leading industry journal of insurance asset management. Steve is affiliated with IZALE Financial Group, where he works with insurers to optimize capital, tax, and accounting efficiency on specialty investments.

Previously, Steve worked for more than 20 years as a leader in Deutsche Asset Management’s insurance asset management group. He helped grow the business from $20 billion to more than $200 billion in AUM, including expansion into global markets.

Chandresh Iyer

Chandresh Iyer

Head of New Markets, Clearwater Analytics


Chandresh's experience includes a combination of financial services, data, and technology expertise along with a proven track record of scaling and commercializing innovation at an enterprise level. Chandresh works with a dedicated team of product managers, developers, and operations teams focused on new offerings. 

Prior to joining Clearwater, Chandresh was the CEO of BNY Mellon’s Alternative Investment Services and Structured Products business, where he was responsible for the strategy and execution of initiatives in the alternative investments and ETF segments. 

Cynthia Pennell

Cynthia Pennell

Enterprise Sales Leader, Clearwater Analytics


Cindy Pennell has more than 30 years of experience in the insurance Fintech industry with a specific focus on the largest and most strategic companies in the market. At Clearwater, Cindy works with large insurers to deepen their partnership with Clearwater and ensure they have a solution that meets their business goals. 

Prior to joining Clearwater, Cindy was Vice President, Sales and Relationship Management at State Street and Princeton Financial Systems. She chaired State Street’s New Jersey Foundation for more than 20 years. During her tenure, Cindy organized hundreds of volunteer events and oversaw all community grants, providing millions of charitable dollars to local NJ 501(c)3 organizations. 

Outside of work, Cindy enjoys traveling and spending time outdoors.