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 |
12:00 PM – 12:45 PMFireside Chat – Risk 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 – 2:45 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, Global Head of Solutions – Insurance, Clearwater Analytics |
2:45 PM – 3:00 PM |
Break | |
3:00 PM – 3:30 PMDEEP DIVE Private Credit at Scale: Operational Reality for Insurance Portfolios |
Private credit is no longer alternative — it is structural. But the operational burden it creates is disproportionate: assets that take three to five times longer to process, fragmented data from multiple managers, bespoke reporting requirements, and valuation complexity that plain vanilla systems were never built for. This session focuses on how Bermuda insurers and reinsurers are actually managing private credit at scale — data aggregation, accounting treatment, regulatory capital reporting, and the controls needed when liquidity is limited and transparency is hard to obtain. | Moderator:
Raheel Sayed CPA, CFA, ASA, Global Markets Leader – Alternative Assets & Derivatives and Global Head of Professional Services, Clearwater Analytics Speakers: Tom Fleming, Managing Principal, Private Credit, HSBC Rich Gordon, Controller,1823 Partners |
3:45 PM – 4:15 PMFireside Chat: From Data to Decisions — Rethinking Insurance Asset Management |
As insurers accelerate their push into private markets and grapple with a shifting rate environment, the question is no longer just what to invest in — it’s how data is reshaping the way those decisions get made. Gary Zhu oversees portfolio strategy and customized investment solutions for some of the world’s largest carriers at AllianceBernstein. In this fireside chat, he’ll share how leading insurers are using data to drive smarter asset-liability decisions, and what the move toward private markets really means for finance and accounting teams on the ground. | Gary Zhu, Deputy Chief Investment Officer – Insurance, AllianceBernstein |
4:15 PM – 4:45 PMClosing keynote |
BMA market update: progress, priorities, and roadmap Now positioned as the authoritative close validates the day’s themes. | |
4:45 PM – 5:00 PM |
Closing Remarks | |
5:00 PM – 6:00 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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