Insurance Asset Manager’s Summit 2026: Navigating Change & Managing Complexity

October 27, 2026
12:30 p.m.-6:00 p.m. ET

CFA Society Toronto

120 Adelaide Street West, Suite 2205
Toronto, ON M5H 1T1

Hosted By: CFA Society Toronto
Level: General, Intermediate
Format: In-Person 

Overview 

In a rapidly evolving market, insurance investment leaders are facing unprecedented pressures from macroeconomic uncertainty and rising regulatory expectations to the accelerating adoption of digital tools and the expanding role of outsourcing. Our inaugural Insurance Asset Management Summit brings together CIOs, investment executives, risk leaders, regulators, and asset management partners to explore how the industry is reshaping its investment models to meet long‑term obligations and seize new opportunities. 

Learning Objectives 

  • Understand how CIOs are navigating macro uncertainty to   deliver on long-term obligations
  • Understand developments in insurance asset management   outsourcing
  • Consider the growth of private credit and its risk &   attractiveness for insurers
  • Learn how to effectively leverage digital tools to improve   risk management, compliance and reporting
  • Gain valuable insights from an industry leader on how   they manage the complexity of an insurance general account

Who Should Attend

Prerequisite/Special Instructions

Participants should be familiar with the following:

  • Alt. Investments
  • Asset management
  • Fixed incomes
  • Portfolio management
  • Risk management

CFA Institute Professional Learning (PL) Credit Information:
Eligible for 3.5 CFA Institute PL credit hours.

Registration Information:

  • Early Bird Deadline: Friday, October 16th at 5:00 PM
  • Registration Deadline: Tuesday, October 20th at 5:00 PM
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Presenting Sponsors

Event Sponsors

CFA Society Toronto Corporate Sponsors

CFA Society Toronto thanks our Corporate Sponsors whose support empowers our activities and mission throughout the year.

GOLD

BRONZE

Member Lounge Sponsor

Scotia Global Asset Management

Supporting Partner