Marc R. Pinto, CFA Managing Director, Global Head of Private Credit and Insurance Moody's Ratings

Marc Pinto oversees Global Private Credit, Insurance, Asset Management and Funds ratings and research. His extensive career in the fixed income credit markets, in New York and London, has included leadership roles within Moody’s for over a decade and at sell-side and buy-side firms including Merrill Lynch, Keefe, Bruyette & Woods and Susquehanna International.

At Moody’s, Mr. Pinto is deeply committed to educational and empowerment initiatives, acting as an Executive Sponsor for Moody's CFA and Global Administrative Professionals Networks, a Mentor Advisor in the Women’s Business Resource Group and frequent participant in career development seminars.

Mr. Pinto is a Chartered Financial Analyst and, an alumnus of Columbia Business School and Trinity College (CT).

Marc Rowan Chief Executive Officer Apollo Global Management

Mr. Rowan is a Co-Founder and CEO of Apollo Global Management, Inc. He currently serves on the boards of directors of Apollo Global Management, Inc. and Athene Holding Ltd. Currently, Mr. Rowan is Chair of the Board of Advisors of the Wharton School of Business at the University of Pennsylvania. In addition, he is involved in public policy and is an initial funder and contributor to the development of the Penn Wharton Budget Model, a nonpartisan research initiative which provides analysis of public policy’s fiscal impact.

An active philanthropist and civically engaged, Mr. Rowan is Chair of the Board of UJA-Federation of New York, the world’s largest local philanthropy helping 4.5 million people annually while funding a network of nonprofits in New York, Israel, and 70 countries. He is also a founding member and Chair of Youth Renewal Fund and Vice Chair of Darca, Israel’s top educational network operating 47 schools with over 27,000 students throughout its most diverse and under-served communities. He is an Executive Committee member of the Civil Society Fellowship, a partnership of ADL and the Aspen Institute, designed to empower the next generation of community leaders and problem solvers.

Mr. Rowan graduated summa cum laude from the University of Pennsylvania’s Wharton School of Business with a BS and an MBA in Finance.

Grishma Parekh Managing Director HPS Investment Partners

Ms. Parekh is a Managing Director at HPS Investment Partners and Co-Head of North American Core Senior Lending.  Prior to joining HPS in 2020, Ms. Parekh spent over twelve years as a Partner and Managing Director at The Carlyle Group.  During her tenure at The Carlyle Group, Ms. Parekh was a founding member of the Direct Lending platform, served as Head of Origination for Illiquid Credit, and was a member of the Investment Committee for the Direct Lending business. Prior to joining The Carlyle Group in 2007, Ms. Parekh was an Investment Banking Associate at JPMorgan where she was responsible for originating, structuring and executing high yield bond and leveraged loan transactions. Ms. Parekh holds a BS in Finance and Information Systems from the Stern School of Business at New York University.

Mark Zandi Chief Economist Moody's Analytics

Mark M. Zandi is chief economist of Moody’s Analytics, where he directs economic research. Moody’s Analytics, a subsidiary of Moody’s Corp., is a leading provider of economic research, data and analytical tools. Dr. Zandi is a co founder of the company Economy.com, which Moody’s purchased in 2005.

Dr. Zandi’s broad research interests encompass macroeconomics, financial market sand public policy. His recent research has focused on mortgage finance reform and the determinants of mortgage foreclosure and personal bankruptcy. He has analyzed the economic impact of various tax and government spending policies and assessed the appropriate monetary policy response to bubbles in asset markets.

A trusted adviser to policymakers and an influential source of economic analysis for businesses, journalists and the public, Dr. Zandi frequently testifies before Congress on topics including the economic outlook, the nation’s daunting fiscal challenges, the merits of fiscal stimulus, financial regulatory reform, and foreclosure mitigation.

Dr. Zandi conducts regular briefings on the economy for corporate boards, trade associations and policymakers at all levels. He is on the board of directors of MGIC, the nation’s largest private mortgage insurance company, and The Reinvestment Fund, a large CDFI that makes investments in disadvantaged neighborhoods. He is often quoted in national and global publications and interviewed by major news media outlets, and is a frequent guest on CNBC, NPR, Meet the Press, CNN, and various other national networks and news programs.

Dr. Zandi is the author of Paying the Price: Ending the Great Recession and Beginning a New American Century, which provides an assessment of the monetary and fiscal policy response to the Great Recession. His other book, Financial Shock: A 360º Look at the Subprime Mortgage Implosion, and How to Avoid the Next Financial Crisis, is described by the New York Times as the “clearest guide” to the financial crisis.

Dr. Zandi earned his B.S. from the Wharton School at the University of Pennsylvania and his PhD at the University of Pennsylvania. He lives with his wife and three children in the suburbs of Philadelphia.

Allan Levine Co-Founder, Chairman, and Chief Executive Officer Global Atlantic Financial Group

Allan Levine is Co-Founder, Chairman, and Chief Executive Officer of Global Atlantic.

Global Atlantic is a U.S. insurance company focused on meeting the retirement and life insurance needs of individuals and institutions. As of June 30, 2024, Global Atlantic has more than $180 billion of assets under management, more than 1,660 employees, and serves millions of American policyholders.

Over nearly two decades, his vision and strategic direction have influenced all phases of Global Atlantic’s progress since its founding as the Goldman Sachs Reinsurance Group (2004), separation from Goldman Sachs as an independent company (2013), and sale as a wholly-owned subsidiary of KKR & Co. Inc. (NYSE: KKR). His leadership has been instrumental in shaping Global Atlantic’s culture and core values, focusing on integrity, teamwork, and the importance of building long-term client relationships.

Prior to Global Atlantic, Allan was Co-Head of Firmwide Strategy at Goldman Sachs, where he became a Partner in 2006. Allan serves on the Board of the American Council of Life Insurers, Essent Group Ltd (NYSE: ESNT), and the Partnership for New York City. He is also a member of the Geneva Association, an international think tank of insurance and reinsurance CEOs. Allan co-founded the Global Atlantic Foundation, a donor-advised fund, to provide opportunities to small businesses tackling ongoing dynamic community needs. He is also a member of several organizations focused on educational opportunities, including the Advisory Board for the Tamer Center for Social Enterprise at Columbia Business School and the Board of the Nantucket Boys & Girls Club. Allan was previously a Trustee of the Hun School of Princeton. Allan earned a B.S. from Miami University and an M.B.A. from Columbia Business School.

Stephen Smith, CFA, FSA Managing Director Neuberger Berman

Stephen Smith, CFA,FSA, Managing Director, joined Neuberger Berman in 2016. Steve is the Global Head of Insurance Analytics, responsible for strategic and quantitative analysis for insurance clients, especially strategic asset allocation, capital management, and asset-liability management. Steve also chairs the American Academy of Actuaries C-1 Subcommittee, which provides public policy analysis, covering insurance capital charges for life insurers' investments. Previously, Steve held positions in Insurance Strategy at Goldman Sachs and in Asset- Liability Management, Annuity Modeling, and Corporate Tax at MassMutual. Steve earned his BS in Mathematics and Statistics from the University of South Carolina.

Helen Remeza Head of Insurance Strategies Americas Pinebridge Capital

Ms. Remeza is the head of Insurance Strategies Americas and a member of the Insurance Investment Solutions team at PineBridge Investments. She is responsible for creating regulatory and rating agency friendly solutions and structuring investment vehicles for a broad range of insurance clients. She also publishes thought leadership research. She has extensive experience across insurance industry, asset management, rating agency, and investment banking. Prior to joining PineBridge, she worked at AIG, Moody’s, CSFB, and Fosun Group. Ms. Remeza holds a PhD from the Wharton School of the University of Pennsylvania.

Amnon Levy CEO Bridgeway Analytics

Amnon Levy founded Bridgeway Analytics to support the investment and regulatory community in navigating capital markets. With a passion for best-in-class analytics, in his prior role at Moody’s, Amnon Levy led the development of award-winning quantitative solutions actively used by the investment, lending, risk, ALM, treasury, and financial reporting functions at 200+ banks, insurance companies, pension funds, and asset managers. Amnon has led numerous initiatives that improve industry best practices and regulations, including 2021 redesigned NAIC regulatory guidelines for life insurance ~$3 trillion credit holdings. This was an important milestone, with consensus formed across the NAIC, ACLI, the insurance industry, and regulators, and a testament to his collaborative style.