May 20, 2026 | Hamilton Princess Bermuda
Connect Bermuda
Clearwater’s premier gathering for finance and investment leaders across
Bermuda’s dynamic insurance and reinsurance ecosystem.
full
Agenda
Time |
Description |
Speakers |
8:30 AM – 9:30 AMRegistration and Breakfast |
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9:30 AM – 10:00 AMWelcome |
Scott Erickson, Chief Revenue Officer, Clearwater Analytics | |
10:00 AM –10:45 AMInvestment Operations: Building the Ecosystem |
The connection between accounting, reconciliation, reporting, and controls is where most firms quietly lose time and confidence. Hear directly from Bermuda’s leading insurers and reinsurers on how they’re linking data, workflows, and partners across the full investment lifecycle — and where it breaks under pressure | Moderator:
Barrie Mellin, Head of North America Client Relationships, Clearwater Analytics Speakers: Seaver Call, Senior Vice President and Chief Operating Officer, Arch Investment Management Ltd Nick Blake, Head of Technical Accounting and Regulatory Reporting, Legal & General Reinsurance |
10:45 AM – 11:00 AM |
Break | |
11:00 AM – 12:00 PMAI in Investment Operations: A Frank Conversation on What’s Working |
AI is moving from experimentation to real use — but what’s actually delivering value? This session cuts through the noise with a candid conversation on where AI is working, where it’s falling short, and what leading firms are doing differently. The second half opens the floor for an honest peer exchange. | Lisa Widdowson, Head of Product- Insurance and Asset Owners, Clearwater Analytics
Ruben Falk, Head of Agentic & Generative AI, AWS |
12:00 PM – 12:45 PMRisk You Can Defend: Transparency, Explainability, and Regulatory Confidence |
When the regulator calls, the auditor questions a model, or the board asks how a number was derived — the quality of your analytics is only as good as your ability to explain them. This session cuts to what defensible risk practice actually looks like under pressure: where methodology gets challenged, what documentation holds up and what doesn’t, and how firms are building risk infrastructure that can be validated end-to-end rather than explained after the fact. | Kirat Singh, President, Risk & Alternatives, Clearwater Analytics
James Sarvis, Managing Director, Blackstone Credit and Insurance |
12:45 PM – 1:45 PMLunch |
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1:45 PM – 2:15 PMThe work behind the numbers: what investment operations teams can’t see |
Portfolios are more complex. Regulatory expectations are rising. Finance teams need faster closes. And in a market event, firms can wait two weeks or more to get a defensible picture of their operational position — working from spreadsheets, email chains, and systems that were never built for this. Clearwater already manages the data, accounting, reconciliation, and servicing that clients depend on every day. Until now, clients could see the outputs but not the work. Clearwater Compass changes that. In this session, our Head of Product walks through what Compass is, why it was built, and what it looks like in practice | Lisa Widdowson, Head of Product – Insurance and Asset Owners, Clearwater Analytics |
2:15 PM – 3:00 PM |
What are Bermuda’s insurers and reinsurers actually grappling with — and is the technology roadmap keeping pace? This session inverts the typical format: participants surface what matters most, and Clearwater responds directly with what’s being built, what’s prioritized, and where client input shapes the product. | Barrie Mellin, Head of North America Client Relationships, Clearwater Analytics
Lisa Widdowson, Head of Product – Insurance and Asset Owners, Clearwater Analytics Dennis Lee, Head of Solutions, Clearwater Analytics |
3:00 PM – 3:15 PM |
Break | |
3:15 PM – 4:00 PMEnergy Shock, Markets, and Your Portfolio: A Live Macro Briefing |
Geopolitical tension in the Middle East is jolting global markets and increasing volatility in institutional portfolios. Join Matthew Vegari, Head of Research at Clearwater Analytics, for a data-driven briefing on what the current environment means for portfolio strategies and performance. Discussion will include monetary policy, inflation, and recession risk, with macroeconomic indicators paired alongside Clearwater’s proprietary database of insurers. This session will translate macroeconomic outcomes into portfolio-level decisions, leaving you a clearer sense of where risk and opportunity may be hiding. | Matthew Vegari, Head of Research, Clearwater Analytics |
4:00 PM – 4:30 PM |
Private Credit at Scale: Operational Reality for Insurance Portfolios | Moderator:
Raheel Syed, Global Markets Leader – Alternative Assets & Derivatives and Global Head of Professional Services, Clearwater Analytics Speakers: Tom Fleming,Managing Principal, Private Credit, HSBC Richard Gordon, Controller, 1823 Partners |
4:30 PM – 5:00 PM |
From Data to Decisions — Rethinking Insurance Asset Management | Kalindra Kennedy, Head of Sales, North America Insurance, Clearwater Analytics
Gary Zhu, Gary Zhu, Deputy Chief Investment Officer – Insurance, AllianceBernstein |
5:00 PM – 5:15 PM |
Closing Remarks | Barrie Mellin, Head of North America Client Relationships, Clearwater Analytics |
5:15 PM – 6:30 PMCocktail Reception |
Join us in Bermuda
Join us in Bermuda for an intimate gathering of insurance executives at the Hamilton Princess. Connect Bermuda brings together industry leaders for a day of insights, product best practices, and meaningful conversation hosted by Clearwater.
Register Now
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