Nuveen, California Organized Investment Network (COIN) - Fri, 03/28/2025 - 11:54

Investing in Energy & Infrastructure: 2025 Trends, Outlook and Opportunities for Insurance Portfolios

The energy infrastructure sector continues to benefit from structural tailwinds, most notably the megatrend of sharply increasing U.S. electricity consumption. Historic demand growth was initially catalyzed by the push for electrification, in pursuit of decarbonation goals and net-zero commitments. Looking forward, we believe the power needs of generative AI and cloud storage data centers will be the primary accelerant of growth, with the onshoring of U.S. manufacturing capacity, namely energy intensive industries such as semiconductors and large-scale batteries, poised to be a significant contributor as well.

How are insurers and top-tier managers approaching this distinctive asset class with attractive yield potential? What strategies are they using to capitalize on the favorable market tailwinds and potential benefits for insurance portfolios? In this webinar, insurers and managers will discuss how they identify opportunities and provide solutions across energy, power and infrastructure while addressing market challenges and evolving investment landscapes.

Join T.C. Wilson, CIO of The Doctors Company, and Emily Wiener, CIO of TIAA, along with Sarah O’Malley, Managing Director of Energy Infrastructure Credit at Nuveen as they provide their unique perspectives on the opportunities, risks and solutions for institutional investors and insurance portfolios.

Thursday, April 17th | 10:00AM Pacific

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Contacts

Nuveen

Nuveen is the asset manager for TIAA, one of the world’s most highly rated and financially stable insurance companies¹. We leverage our deep expertise in partnering with insurance clients to tailor capital-efficient solutions to meet complex portfolio construction needs. Our platform of $1.3 trillion in AUM² offers differentiated investments across private credit and private equity, real assets, fixed income, and responsible investing focused strategies. For more information, please visit www.nuveen.com/insurance.

1. TIAA is one of only three insurance groups in the United States to currently hold the highest possible rating from three of the four leading insurance company rating agencies for its stability, claims-paying ability and overall financial strength. Ratings include A.M. Best (A++ as of 7/24), Fitch (AAA as of 8/24) and Standard & Poor's (AA+ as of 5/24), and the second highest possible rating from Moody’s Investors Service (Aa1 as of 10/24). There is no guarantee that current ratings will be maintained.
2. As of 31 December 2024.

Joseph Pursley, CIMA
Head of Insurance, Americas
Joseph.Pursley@Nuveen.com
445-245-1063

www.nuveen.com

Nuveen, a TIAA Company
333 W. Wacker Drive
Chicago, IL 60606

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