Virtual Roundtable: The Evolution of the Insurance Operating Model

View our roundtable discussion with insurance operations experts on how evolving insurance industry challenges have been re-shaping the technology landscape, operating models, and client priorities.

The world of insurance asset management has changed drastically in the past decade—insurers now face the unique challenge of investing in sophisticated private market, derivative, and fixed income strategies while continuing to meet stringent regulatory requirements. With the prevalence of aging technology and a shifting vendor landscape, meeting these obligations while minimizing combined ratios has become more difficult than ever.

In this roundtable, learn how expectations of investment operations have evolved, how peers are thinking about their operating model, modernizing solution sets, and more.

Rory Burke, Director, Citisoft

Rory is a Citisoft Director with 25 years of experience spanning investment management business lines, with a notable focus across all aspects of the insurance industry including underwriting, finance, claims, investments, compliance, and internal controls. Prior to joining Citisoft, Rory led IT strategy, budgeting, and all large technology programs related to the Global Claims division at Axa XL.

Scott Kurland, Managing Director, SS&C Technologies

Scott brings over 25 years of experience developing and commercializing front, middle and back-office technology solutions for the financial industry.  Prior to joining SS&C, Mr. Kurland was a co-founder and Managing Director at ESP Technologies, Inc., where he developed and patented post-trade aggregation, clearing and settlement technology (STC) and an Electronic Algorithm Routing Network (EARN) for the global asset management community, which was subsequently sold to ITG, Inc. in 2010.

Matt Gray, Sales Director, N.A. – Investment Accounting and Operations, SimCorp

Matt has spent over 25 years covering the insurance industry.  He is responsible for selling SimCorp’s Investment Accounting and Operation Services in North America to Insurance Companies, Asset Managers and Pension Plans.  In this role, Matt develops sales strategies, assesses prospects needs and works closely with internal partners in developing solutions to support the insurance, asset management and pension marketplace.

Ivan Matviak, Executive Vice President Insurance Solutions and Strategic Partnerships, Clearwater Analytics

Ivan has extensive technology-led financial services leadership experience across global markets. He spent 10 years at State Street in key leadership roles, most recently as Executive Vice President in charge of global asset servicing for the insurance investment management sector. Prior to his tenure at State Street, Ivan worked at Bank of Scotland as Managing Director, Business Banking and led strategy and transformation programs for the bank’s General Insurance and Investment Management divisions.