Asset Owner Series- Insurance Companies (Fully Booked)
Fri 20 Jul 18 at CFA Society of the UK, London

What are the skills and competencies you need as an investment professional at an insurer?

As part of the development of a competency framework, CFA UK is running a series of events with asset owners, with each session focusing on a different type of asset owner. The objective of these sessions is to identify the unique skills and competencies required to work for an asset owner, and to also spend some time to discuss asset owner governance. CFA UK has held two events in the series so far, with sessions on pension schemes and endowment/foundations. The focus of this session will be on insurance companies, and is open to anyone with an interest in this area.

The event will be a roundtable discussion held under Chatham House rules. Our guest speakers include Janye Styles, ASIP, CEO of MS Amlin, Craig Baker, CFA, Head of Investment Management at Phoenix Group and Anisha Gangwani, CFA, Investment Manager at Legal and General. Places are limited so book now to secure your attendance. 

Please note if you require special assistance or have specific access requirements, please contact the events team at

Jayne Styles, ASIP
CEO, MS Amlin

Jayne has a wealth of financial services experience.  She has been MS Amlin’s Chief Investment Officer since 2002, where she directs investment: strategy, governance and operations for their market leading £6bn plus global multi-asset, multi-manager portfolios.  Jayne is a member of the group oversight committee that develops and oversees corporate strategy for the MS Amlin Group. A member of the Japanese MS&AD Insurance Group, MS Amlin is a global specialist insurance and reinsurance underwriting company that, whilst domiciled in the UK, has a number of overseas operating subsidiaries. 

Prior to joining Amlin, Jayne worked as an Independent Management Consultant advising a number of blue chip companies, whilst completing an executive MBA at Cranfield. She was previously Head of International Equities at Halifax Fund Management Limited.

Jayne is also a non-executive director for the FTSE100 investment management services company Hargreaves Lansdown plc and a member of the corporation of Lloyd’s investment committee.

Craig Baker, CFA
Head of Investment Management, Phoenix Group

Craig has responsibility for the management of key investment relationships at the Phoenix Group with primary focus on investment governance, manager assessment and performance delivery as well as development of the Life Companies’ investment strategy including consideration of capital implications, mandate structure, regulatory, risk, and group requirements.

Craig’s role is to ensure that all interested stakeholders, both internal and external, are provided with information and advice on investment performance and strategy, and to manage and maintain relationships with asset management groups, finance, risk and actuarial. Craig is also responsible for the operation of the Unit Trust company and oversight of outsourced suppliers. As a Unit Trust Board member, he is responsible for setting the strategic direction of the Unit Trust Company.

Prior to Phoenix, Craig worked for Lloyds Banking Group.

Anisha Gangwani, CFA
Investment Manager, Legal and General

Anisha is responsible for advising on portfolio strategy, ALM, new business portfolio optimisation, and evaluating new asset classes at Legal and General for their growing annuity insurance and reinsurance businesses in the US and Bermuda.

Anisha joined L&G in 2016 from Direct Line Group, where she was Head of Illiquid Investments and previously Investment Manager. She was responsible for developing the investment strategy on divestment from RBS insurance to support general insurance, overseeing the changes required to support the transition under Solvency II, investing in new asset classes, and manager selection. Prior to joining Direct Line Group in 2012, she started her career on the graduate programme in RBS International Banking and Markets in 2010.

Anisha holds a master’s degree in finance and economics from the London School of Economics, and is a CFA charter holder.

When and where?

Friday 20 July 18

Registration: 12:15
Event: 12:30 - 14:00

CFA Society of the UK, 4th floor, Minster House, 42 Mincing Lane,, London EC3R 7AE
View map | View directions

Nearest tube station
Monument, Tower Hill, Fenchurch Street
TFL journey planner

Member - ££0
Non-member - ££50

This is eligible for 1.5 CPD hours