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:


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

Program

  1. Registration & Breakfast

  2. Welcome Address

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

    Speaker

    Stuart Breyer, CEO, mallowstreet

  3. 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

  4. Session Transition

  5. Investment Masterclass I

    Delegates split into five Investment Masterclass sessions over the course of the Indaba.

  6. Tea, Coffee, and Networking

  7. Investment Masterclass II

    Delegates split into five Investment Masterclass sessions over the course of the Indaba.

  8. Session Transition

  9. 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.

    Speaker

    Chaired by Stuart Breyer, CEO, mallowstreet

  10. Session Transition

  11. Investment Masterclass III

    Delegates split into five Investment Masterclass sessions over the course of the Indaba.

  12. Lunch and Networking

  13. 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.

    Speaker

    Chaired by Stuart Breyer, CEO, mallowstreet

  14. Session Transition

  15. Investment Masterclass IV

    Delegates split into five Investment Masterclass sessions over the course of the Indaba.

  16. Tea, Coffee, and Networking

  17. Investment Masterclass V

    Delegates split into five Investment Masterclass sessions over the course of the Indaba.

  18. Session Transition

  19. 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

  20. Closing Remarks

    Speaker

    Stuart Breyer, CEO, mallowstreet

  21. Drinks and Networking

  22. End