Risk Management Conference

Risk Management Conference

August 2015

Heather Wolfe and Steve Morris presented “Sleep well at night: Invest like an insurer” at the 2015 conference. This publication summarizes their presentation.

Featured: Heather Wolfe and Steve Morris
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In August 2015, Heather Wolfe, Managing Director, Client Relationships, Defined Benefit Solutions, and Steve Morris, Managing Director and Portfolio Manager, Liability Driven Investments, Sun Life Investment Management, presented “Sleep well at night: Invest like an insurer” at the Risk Management Conference.

This publication summarizes the three golden rules of the life insurance model – including don’t make calls on interest rates, take carefully curated credit risk and harvest illiquidity premiums.

Go to Risk Management Conference for more information about the event, including videos and slides from Heather and Steve’s presentation.