Fundraising Fox

Conning

Institutional investor

Boston · 7 people tracked

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Investment thesis

Conning partners with insurers and institutional investors to develop customized investment strategies aligned with each client's obligations, objectives, and risk tolerance. Its approach centers on strategic asset allocation that considers a portfolio's role within the insurer's entire operation rather than merely optimizing returns. The firm integrates regulatory and rating-agency considerations, blends quantitative and qualitative analysis, and takes a highly consultative approach. Conning emphasizes strong modeling capabilities, including joint asset-liability modeling, proprietary modeling of private assets, capital modeling, stress testing, risk reporting, and its economic scenario generator. It positions itself as an experienced provider of tailored solutions across both traditional and specialty asset classes.

Invests inInsurTechAsia-PacificBostonEuropeNorth America

Source: firm website, verified Aug 6, 2026.

HQ
Boston, US
Tracked investments
1

Team · 7 people

from the firm's website
Linwood E. Bradford· Chief Executive Officer and General Manager, Generali Investments

CEO and General Manager of Generali Investments; a CFA charterholder also known as 'Woody'.

Matthew Daly· Chief Executive Officer, Conning, Inc. and Head of Conning North America

CEO of Conning, Inc. and head of the firm's North America operations; a CFA charterholder.

Simon Hawkins· Chief Executive Officer, Conning Asset Management Limited

CEO of Conning Asset Management Limited, the firm's UK-regulated entity.

Cindy Beaulieu· Chief Investment Officer of Conning North America

Chief Investment Officer for Conning's North America business.

Jung Lee· Chief Operating Officer and Chief Financial Officer, Conning

Serves as both COO and CFO of Conning.

Vi R. Smalley· General Counsel and Corporate Secretary, Conning

General Counsel and Corporate Secretary of Conning.

What they invest in

from 1 of 1 portfolio companies

Fintech ×1GovTech ×1

HQs:United States×1

Investments · 1 tracked

founders shown can be your intro path
#802-126907sec.gov

The U.S.

FintechGovTech

Fund performance · per public LP disclosures

as of Dec 2024
FundVintageCommittedNet IRRTVPIDPI
Conning Capital Partners V, L.P.LPs: Connecticut Retirement Plans and Trust Funds1997-4.2%0.80x0.80x

Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).

Frequently asked questions

What sectors does Conning focus on?
Conning focuses on InsurTech.
Where is Conning located?
Conning is headquartered in Boston, US.

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