Team
Led by its founders, Agam has a team with deep backgrounds in insurance, asset management, and risk management with offices in USA, Canada, Bermuda and India.
Founders
Avi Katz
Founder
Chief Executive Officer
Avi Katz
Founder
Chief Executive Officer
Mr. Katz is the co-Founder and Chief Executive Officer of Agam Capital, a technology driven insurance solutions provider. Prior to founding Agam, Mr. Katz was a partner at Apollo Global Management where he was responsible for managing a global alternative credit portfolio. The investment mandate included high yield. special situations, private credit and alternative assets. Prior to that time, he was a partner at Och-Ziff Freidheim and, in total, has more than 27 years of experience investing in the capital markets. Mr. Katz has held many leadership positions in the financial and not-for-profit sectors. He is currently Chairman of the Board of Governors at the OU and a member of their Executive Committee.
Mr. Katz graduated from New York University with a BS in Accounting and Economics, and he is also a Chartered Financial Analyst.
Chak Raghunathan
Founder
Managing Partner
Chak Raghunathan
Founder
Managing Partner
Mr. Raghunathan has over 3 decades of experience in global financial services spanning insurance, banking, asset management, regulation and pension funds. Mr. Raghunathan is the former Global Chief Investments Risk Officer at Aflac where he was responsible for identifying and assessing investment risks in an evolving regulatory environment while developing strategies to address those risks. Most recently, Mr. Raghunathan was strategically partnered with the investor group that led the successful demutualization of Ohio National Financial Services (ONFS).
Previously, Mr. Raghunathan was the Chief Risk Officer at Apollo Global Management. At Apollo, Mr. Raghunathan was responsible for implementing enterprise-wide risk management framework, formulating detailed risk policies and internal guidelines for funds, and providing optimal risk management solutions. He led Apollo’s risk management efforts in its evaluation of global insurance business opportunities, specifically in regards to Athene Holding’s life and annuities businesses right from the formation of the company.
Prior to his role at Apollo, Mr. Raghunathan held positions of increasing responsibility at TD Bank Financial Group, most recently serving as senior vice president, global head of trading risk and quantitative analytics. Mr. Raghunathan was a key member of TD’s executive team that advised the bank to strategically reposition the dealer out of structured and subprime products, thus helping the bank cement its Moody's Aaa rating during the financial crisis.
Prior to his role at TD, Mr. Raghunathan held senior management positions at the Office of the Superintendent of Financial Institutions Canada in the Capital Markets Division and was responsible for capital markets related supervision and internal model validation for capital adequacy in banks, insurance and trust companies. Also, Mr. Raghunathan was a financial/quantitative analyst at Caisse de dépôt et placement du Québec in the Tactical Investments Group, the pension fund manager for the Province of Quebec, Canada. Mr. Raghunathan started his financial career in New India Assurance Company, Madras, India as an internal audit assistant.
Mr. Raghunathan earned his bachelor’s degree in pure mathematics from the University of Madras, India and his master’s degree in applied mathematics from Concordia University, Canada.
Alexander Lin
Partner
Alexander Lin
Partner
Mr. Lin is a Partner in Quantitative Analytics of Agam Capital Management. He is responsible for the development of the integrated asset-liability management framework “pALM”. Prior to joining Agam, Mr. Lin was the Assistant Vice President, Market Risk for Aflac Inc. in its Global Investment Office. Mr. Lin was actively involved in ALM initiatives and development of the quantitative platform for market risk, credit risk, and economic capital models. He led Aflac’s modeling effort in regulatory capital (US risk-based capital and Japan Solvency Margin Ratio), participated in modeling effort for the International Association of Insurance Supervisors. Mr. Lin was also responsible for the development of investment accounting policy involving hedge accounting, commercial mortgage loans, and alternative asset investments.
Prior to Aflac, Mr. Lin was a Manager in the structured finance group in PricewaterhouseCoopers LLP specializing in the fair valuation of structured products and fail bank acquisitions. Mr. Lin holds a Bachelor of Accounting at Florida International University, and he is also a Chartered Financial Analyst and a Certified Public Accountant.
Advisory Board
Doc Huffman
Strategic Advisor
Doc Huffman
Strategic Advisor
Doc joined Ohio National in 2008 as vice chairman and has more than 40 years of experience inthe financial services industry. He was promoted to vice chairman and chief operating officer in 2009 and became Ohio National’s ninth president and chief executive officer on December 1, 2010. In May 2012, he was elected chairman of the board of Ohio National’s board of directors. December 31, 2020, Doc retired as CEO. March 31, 2021, Doc retired as chairman of the board of directors.
Doc began his career with MassMutual as a career agent and general agent. During his 24-year career with MassMutual, he was recognized as a 20-year Million Dollar Round Table (MDRT) qualifier. He moved to the MassMutual home office as senior vice president of marketing. Doc joined Union Central Life Insurance Company in 1999, advancing to president and CEO, and executive vice president and director of UNIFI Mutual Holding Company.
Doc received his undergraduate degree from the University of Kentucky.
Doc served as the chair of the United Way of Greater Cincinnati’s citywide campaign and served on the United Way of Greater Cincinnati board for many years. He is past chairman of the board of The American College. He also serves as a board of trustee member of the Cincinnati Children’s Hospital Medical Center, co-chair of the Cincinnati Children’s Hospital Medical Center Foundation board. Doc is the past chair and past president of the Cincinnati Opera board.
He is an active member of various other industry groups and a former chairman of Life Insurance and Market Research Association (LIMRA).
In December 2017, Doc was awarded The Round Table of New York’s Lifetime Achievement Award. He was awarded the Dan Beard Council’s 2016 Silver Beaver award for volunteerism and Ohio National’s 2016 Paul E. Martin Community Service award for his leadership and service.
John Wight
Strategic Advisor
Chairman - Agam Bermuda ISAC
John Wight
Strategic Advisor
Chairman - Agam Bermuda ISAC
John Wight is the former Group Chairman & CEO of BF&M Limited, a publicly traded company on the Bermuda Stock Exchange.
Mr. Wight has 35 years of experience in the financial services sector in Canada and Bermuda. He became President and CEO of BF&M in 2005, and then Chairman in 2019, prior to which he held the position of Executive Vice President & Chief Financial Officer. He started his professional career with Ernst & Young in Montreal before transferring to Coopers & Lybrand (now PWC), in Bermuda. He holds professional designations as a Fellow of the Chartered Professional Accountants of Bermuda and a Chartered Property Casualty Underwriter.
Mr. Wight is past President of the Bermuda Chamber of Commerce, a past Council Member of the Bermuda Stock Exchange, a past member of the Ministry of Finance Insurance Advisory Committee, and a past member of the Financial Intelligence Agency Board. He is a past Chairman of CPA Bermuda and a past President of the Bermuda Insurance Institute. He is a director of several companies, including HSBC Bank Bermuda.
Mr. Wight was appointed to serve the Senate of Bermuda as Independent Senator by His Excellency the Governor, John Rankin in 2020.
Mr. Wight has a Bachelor’s Degree in Commerce, with a major in Accounting from Concordia University in Montreal Canada. He also received a graduate degree in Accounting at Concordia prior to earning his Chartered Accountant Designation. He later participated in Leadership Development programs at Stanford University in Palo Alto California and the Tuck School of Business at Dartmouth College in Hanover, New Hampshire.
Gopalan Srinivasan
Strategic Advisor
Chairman - Agam India
Executive Chair – India Joint Venture
Gopalan Srinivasan
Strategic Advisor
Chairman - Agam India
Executive Chair – India Joint Venture
Mr. Srinivasan is currently serving as Director of National Insurance Academy. Prior to that he had 39 years of experience in the non-life insurance industry both in India and abroad. He was Chairman and Managing Director of New India Assurance Co Ltd., the largest Indian non-life insurer between 2012 and 2018.
Prior to that he was Chairman and Managing Director of United India Insurance Co. Ltd for five years. He was also Managing Director and CEO of New India Assurance Co (Trinidad and Tobago) Ltd. in the Caribbean for approximately four years.
He has been and is also currently on the Boards of many companies as Director and Chairman both in India and abroad. He has held Chairmanship of General Insurance Council and General Insurance Public Sector Association (GIPSA). He is on the Insurance Advisory Committee of the Insurance Regulatory and Development Authority of India (IRDAI). He has been on many committees of IRDAI and the International Financial Services Centres Authority (IFSCA), Gandhinagar. He also served as President of Insurance Institute of India. He has been conferred Fellowship by Institute of Directors.
He has received many awards during his long tenure including the Personality of year by Asia Insurance Industry Awards, Singapore.
He is a Commerce graduate of Madras University, Fellow of Institute of Cost Accountants of India and a Fellow of Insurance Institute of India.
Senior Leadership Group
Anup Seth
Managing Director
CEO - Agam Bermuda
Anup Seth
Managing Director
CEO - Agam Bermuda
Anup Seth is CEO of Agam Bermuda and joined the company in September 2022. Prior to joining Agam, Anup was Managing Director of Aon’s Captive & Insurance Management business in Bermuda and Global Leader of Underwriting Solutions, Aon’s integrated Commercial Reinsurance advisory, Insurance Linked Securities and White Rock businesses. Anup has over 25 years of diversified international re/insurance experience covering a wide range of products (both Life and P&C) and geographies. Other prior appointments include Managing Director of ACE Bermuda International based in Dublin, Chief Actuary of ACE Bermuda and Senior Consultant with PwC based in London. Anup is a Fellow of the Institute of Actuaries (UK) and holds a BSc. degree in Actuarial Science from The London School of Economics & Political Science.
Gaurav Rastogi
Managing Director
Chief Actuary
Gaurav Rastogi
Managing Director
Chief Actuary
Gaurav Rastogi, FSA, CFA, FCIA is the Chief Actuary of Agam focusing on liability valuation, modeling and financial reporting aspects. Prior to joining Agam, Mr. Rastogi was a senior manager in the Insurance and Actuarial Advisory Services practice of Ernst & Young LLP, based in the firm's New York office. Gaurav has over 10 years of experience in actuarial modeling and financial reporting space, specializing in actuarial model conversions, and Accounting Policy and Methodology support. More recently, Gaurav has been focusing on modeling, data and systems changes required by insurers as a result of regulatory updates, such as IFRS 17, USGAAP Long Duration Targeted Improvements and Principles Based Reserving. Prior to EY, Gaurav has held multiple valuation and pricing lead roles with Manulife Financial in their Individual Life Valuation and Affinity Market groups in their Canadian offices.
Albert Cecchini
Managing Director
CEO - Agam Canada
Chief Risk Officer
Albert Cecchini
Managing Director
CEO - Agam Canada
Chief Risk Officer
Mr. Cecchini is Chief Risk Officer of Agam Capital Management, Chief Executive Officer of Agam Capital Management Canada and is based in Toronto, Canada. As a strategic professional with over 25 years of experience in the financial industry, Mr. Cecchini has extensive background in market risk, product valuation, stress testing, asset liability management and liquidity, with specialization in structured derivative products. Previously, Mr. Cecchini led the market risk oversight and independent valuation functions for the entire wholesale banking activity of two large Canadian banks. This mandate included ensuring all market risks, including tail risks, were thoroughly understood and controlled within articulated risk appetite levels, business performance was fully transparent and in keeping with strategy and risk-return hurdles and that all positions were accurately valued using appropriate quantitative models.
Mr. Cecchini earned his Bachelor of Commerce and Master of Arts in Economics degrees from University of Toronto and is a Chartered Financial Analyst.
Andrew Katz
Managing Director
Chief Financial Officer
Andrew Katz
Managing Director
Chief Financial Officer
Mr. Katz is the CFO of Agam Capital Management, where he oversees all finance, legal, compliance and human capital functions. Prior to joining Agam, Mr. Katz was the Head of Hedge Accounting and Administration at Aberdeen Asset Management. Previously, Mr. Katz was the Chief Financial Officer at Arden Asset Management, responsible for all finance, tax, and operations of the management company, as well as all private and registered funds. Prior to Arden, Mr. Katz served as a senior auditor at Ernst & Young and Arthur Andersen. Mr. Katz, a Certified Public Accountant, holds a B.S. in Accounting from Lehigh University.
Michael DeWeirdt
Managing Director
Global Head of Investment Risk
- Agam Bermuda
Michael DeWeirdt
Managing Director
Global Head of Investment Risk
- Agam Bermuda
Mr. DeWeirdt has 40 years of experience in financial services. His roles have included Chief Risk Officer, Chief of Investment Strategy, Chief Product Officer, Annuities Strategic Business Unit Head, President of an investment fund complex, Mergers and Acquisitions Advisor, Derivatives Structuring and Financial Auditor. He holds a CFA (Chartered Financial Analyst) designation as well as an FRM (Financial Risk Management) designation, and early in his career earned his CPA designation.
Mr. DeWeirdt led the Capital Committee at Ohio National and in this role helped to orchestrate the successful investment by Ontario Teachers and CDPQ. In his various executive roles at Ohio National Mr. DeWeirdt was involved in capital optimization in the annuities business, yield enhancement strategies in the investment portfolio, new product development across, life, annuities and disabilities businesses, establishing a hedging operation to manage risk, and restructuring of the investment funds platform to realize greater efficiencies. At Milliman Mr. DeWeirdt led the formation of a hedging operation serving the needs of insurance companies seeking outsourced risk management of variable annuities. At JP Morgan in addition to serving the risk management needs of insurance company clients, Mr. DeWeirdt was also a member of a mergers and acquisitions team that executed several international joint ventures in the oil and gas sector. While at Arthur Andersen Mr. DeWeirdt audited the financial statements of several Midwest financial institutions.
Mr. DeWeirdt earned an MBA in finance from the University of Chicago’s Booth School of Business and earned an undergraduate degree in accounting from the University of Illinois.
Ramchandra Pandit
CEO - India Joint Venture
Ramchandra Pandit
CEO - India Joint Venture
Ram is a part of the insurance team at Agam Capital based at Mumbai, India. He is involved in Agam’s project of setting up a Life Insurance joint venture in the Indian market. Prior to Agam, Ram was involved as co-founder and CEO with an Indian Insurtech venture Bima Mandi which has been among the fastest growing Indian insurance web aggregators. Ram had earlier helmed Navi General Insurance, Bangalore as MD & CEO where Navi achieved disruptive growth in direct-online Health Insurance sales. Ram has nearly 25 years of total work experience which includes nearly two decades of insurance experience spanning Leadership roles in General Management; multi-channel distribution (viz. Agency, Bancassurance, Broking, Corporate, Group, Direct, Digital); Product Development.
Ram holds an MBA – Marketing from Symbiosis Institute of Business Management in 1998 and Bachelor of Computer Science from Pune University in 1996.
Alok Kumar
Managing Director
CEO - Agam India
Alok Kumar
Managing Director
CEO - Agam India
Alok Kumar, Managing Director and CEO of AgamAnalytics, has setup and oversees business operations for India office. He has 20+ years of experience in financial services with an expertise in building Indian captives in insurance and capital markets. He also has broad exposure to multiple asset classes, including equities, rates, forex and mortgages. Prior to joining Agam, he was instrumental in building an Indian unit focusing on risk management, valuation, IT and middle office for Apollo Global Management. Prior to that, he built teams including MSR valuation, six sigma controls, and call centre analytics for Ocwen India. He has also worked with MSCI, where he was responsible for historical simulation of MSCI equity factor indices. He has also worked with Deutsche Bank on its rates structuring desk.
Mr. Kumar graduated from IIT Bombay with a BTech in Electrical Engineering.
Directory
Ashana Agarwal
Analyst
India
Ashana Agarwal
Analyst
Ms. Agarwal has over 2 years of actuarial experience in life and health industry. Prior to joining Agam, she was working as an Associate Consultant at Ernst & Young and has an exposure to asset valuation.
She is a student actuary and is a Bachelor in accounting and finance from J.D. Birla Institute, Kolkata.
Nikhil Bansal
Manager
India
Nikhil Bansal
Manager
Mr. Bansal has over 3 years of experience in insurance risk modelling including development of valuation models for life insurance products with AIG and Swiss Re. He also has worked as a senior data scientist with Accenture.
Mr. Bansal holds a Master’s degree in Applied Mathematics from National Institute of Science Education and Research (NISER). He has also worked as a research fellow in Computational Sciences department of Indian Institute of Science (IISc).
Naveen Bellam
Executive Director
USA
Naveen Bellam
Executive Director
Mr. Bellam has over 5 years of experience working in top-tier software development, and an additional 5 years working across management consulting and quantitative modeling. Prior to joining Agam, Mr. Bellam worked at Aflac Global Investments as quantitative analyst. In this position, he worked on various projects that ranged from portfolio reallocation, economic scenario generators to comprehensive Asset Liability management. Before working at Aflac, Mr. Bellam worked in Business consulting group of Virtusa, where he focused on Banking and Insurance. In this role, Naveen managed a team of skilled consultants and delivered innovative solutions for clients that achieved consistent market advantage by combining innovative technology, process and strategic components.
Mr. Bellam received an engineering degree from IIT Guwahati with a concentration in Mechanical Engineering, and also holds an MBA from Indian Institute of Management at Lucknow, with an emphasis on Finance and Strategy. He further specialized in Financial Engineering with a masters in Mathematical Finance from Columbia University.
Jack Cannon
Associate Director
USA
Jack Cannon
Associate Director
Jack Cannon has over 7 years of actuarial experience in the Life and Annuity space.
Prior to joining Agam, Mr. Cannon held various rotations of increasing responsibility at New York Life Insurance Company. Mr. Cannon’s past roles included Structured Settlements pricing, Asset-Liability modeling for the Institutional Annuities business, and model development using FIS Prophet suite.
Mr. Cannon holds a Bachelor’s degree in Mathematics from Villanova University and is a Fellow of the Society of Actuaries.
Albert Cecchini
Managing Director
CEO - Agam Canada
Chief Risk Officer
Canada
Albert Cecchini
Managing Director
CEO - Agam Canada
Chief Risk Officer
Mr. Cecchini is Chief Risk Officer of Agam Capital Management, Chief Executive Officer of Agam Capital Management Canada and is based in Toronto, Canada. As a strategic professional with over 25 years of experience in the financial industry, Mr. Cecchini has extensive background in market risk, product valuation, stress testing, asset liability management and liquidity, with specialization in structured derivative products. Previously, Mr. Cecchini led the market risk oversight and independent valuation functions for the entire wholesale banking activity of two large Canadian banks. This mandate included ensuring all market risks, including tail risks, were thoroughly understood and controlled within articulated risk appetite levels, business performance was fully transparent and in keeping with strategy and risk-return hurdles and that all positions were accurately valued using appropriate quantitative models.
Mr. Cecchini earned his Bachelor of Commerce and Master of Arts in Economics degrees from University of Toronto and is a Chartered Financial Analyst.
Sharath Chandra
Senior Manager
India
Sharath Chandra
Senior Manager
Mr. Sharath Chandra has over 14 years of experience in finance and controllership. Prior to joining Agam, he worked at Aon Insurance Managers (Bermuda) Ltd as Assistant Vice-President in Underwriting solutions responsible for the day-to-day management of commercial insurance and reinsurance companies including life and non-life commercial reinsurance accounts. His duties include the management of finance and corporate governance requirements, including enhanced reporting of several commercial life and non-life entities under the BMA (Bermuda Monetary Authority) Solvency II equivalence regime, as well as maintaining client relations. His previous stints include working in Asia-Pac Controllership team of Cisco Technologies India Pvt Ltd and in Statutory Audit team of Ernst & Young India.
He graduated in 2005 from Bangalore University, with a Bachelor of Commerce degree. Sharath qualified as a Chartered Accountant (ACA) in India in May 2008 and completed Chartered Global Management Accountant (CGMA) course from CIMA (UK) in August 2020. In addition, Sharath holds a Diploma in IFRS from ICAEW. He is currently pursuing a US CPA.
Garima Chawla
Senior Manager
India
Garima Chawla
Senior Manager
Garima Chawla has over 8 years of experience in Insurance Industry. Prior to joining Agam, she was part of the MetLife India, heading a team of 6 people, and responsible for peer reviewing the pricing initiative for EMEA and providing extended support for product review for Asia and Latin America. Before Metlife, she worked with Aon Consulting, where she supported companies based in Bermuda for their reporting and business plan.
Miss Chawla is a commerce graduate from Delhi University (Gargi College) and is a fellow member of Institute of Actuaries, UK.
Akshay Dande
Manager
India
Akshay Dande
Manager
Mr. Dande has over 3 years of actuarial experience in the life insurance and reinsurance industry. Prior to joining Agam, he was working as an Actuarial Analyst with AIG and has an exposure to actuarial valuation, reserving, modelling and financial reporting. He is a student actuary and holds Master’s in Actuarial Science and Bachelor’s in Statistics from Pune University.
Ana Daradur
Director
Bermuda
Ana Daradur
Director
Ana Daradur is a Director at Agam Bermuda responsible for the day to day operations and accounting functions. Ana is a qualified CPA, CA having worked for over 7 years in the public accounting field and for over 3 years in the industry. Prior to joining Agam, Ana worked for large asset management and fund administrator in Toronto, Canada providing consulting work in the accounting and financial reporting departments. Ana earned her qualifying CPA, CA hours at Deloitte in Toronto where she worked on audit and review engagements in various industries. Ana also worked with PricewaterhouseCoopers in Bermuda where she was managing audit engagements for asset management clients.
Ana earned her Bilingual (English/French) Bachelor of Business Economics degree and Professional Accounting Certificate from York University in Toronto.
Michael DeWeirdt
Managing Director
Global Head of Investment Risk
- Agam Bermuda
Bermuda
Michael DeWeirdt
Managing Director
Global Head of Investment Risk
- Agam Bermuda
Mr. DeWeirdt has 40 years of experience in financial services. His roles have included Chief Risk Officer, Chief of Investment Strategy, Chief Product Officer, Annuities Strategic Business Unit Head, President of an investment fund complex, Mergers and Acquisitions Advisor, Derivatives Structuring and Financial Auditor. He holds a CFA (Chartered Financial Analyst) designation as well as an FRM (Financial Risk Management) designation, and early in his career earned his CPA designation.
Mr. DeWeirdt led the Capital Committee at Ohio National and in this role helped to orchestrate the successful investment by Ontario Teachers and CDPQ. In his various executive roles at Ohio National Mr. DeWeirdt was involved in capital optimization in the annuities business, yield enhancement strategies in the investment portfolio, new product development across, life, annuities and disabilities businesses, establishing a hedging operation to manage risk, and restructuring of the investment funds platform to realize greater efficiencies. At Milliman Mr. DeWeirdt led the formation of a hedging operation serving the needs of insurance companies seeking outsourced risk management of variable annuities. At JP Morgan in addition to serving the risk management needs of insurance company clients, Mr. DeWeirdt was also a member of a mergers and acquisitions team that executed several international joint ventures in the oil and gas sector. While at Arthur Andersen Mr. DeWeirdt audited the financial statements of several Midwest financial institutions.
Mr. DeWeirdt earned an MBA in finance from the University of Chicago’s Booth School of Business and earned an undergraduate degree in accounting from the University of Illinois.
Xinyu Huang
Senior Associate
Canada
Xinyu Huang
Senior Associate
Xinyu Huang, FSA, FCIA, CERA, has over 7 years of experience working in the life insurance industry. Prior to joining Agam, she worked as a life actuarial manager at PwC Canada. She has ample experience with actuarial modelling for various life products, specializing in actuarial model conversions under IFRS 17. Prior to PwC, she worked as an actuarial programmer focusing on Asset-Liability management and Universal Life product modelling.
She holds a master’s degree in actuarial science from University of Waterloo.
Suvendu Huddar
HR Manager
India
Suvendu Huddar
HR Manager
Mr. Huddar has specialized in the Banking & Financial Services hiring and retention for Indian captives. Most recently, he was instrumental in hiring for Fund Accounting, Risk Management, and Middle Office operations for various US based hedge funds. He also has a good understanding of the equity capital markets.
Mr. Huddar is a Bachelor of Commerce from Mumbai University.
Doc Huffman
Strategic Advisor
USA
Doc Huffman
Strategic Advisor
Doc joined Ohio National in 2008 as vice chairman and has more than 40 years of experience inthe financial services industry. He was promoted to vice chairman and chief operating officer in 2009 and became Ohio National’s ninth president and chief executive officer on December 1, 2010. In May 2012, he was elected chairman of the board of Ohio National’s board of directors. December 31, 2020, Doc retired as CEO. March 31, 2021, Doc retired as chairman of the board of directors.
Doc began his career with MassMutual as a career agent and general agent. During his 24-year career with MassMutual, he was recognized as a 20-year Million Dollar Round Table (MDRT) qualifier. He moved to the MassMutual home office as senior vice president of marketing. Doc joined Union Central Life Insurance Company in 1999, advancing to president and CEO, and executive vice president and director of UNIFI Mutual Holding Company.
Doc received his undergraduate degree from the University of Kentucky.
Doc served as the chair of the United Way of Greater Cincinnati’s citywide campaign and served on the United Way of Greater Cincinnati board for many years. He is past chairman of the board of The American College. He also serves as a board of trustee member of the Cincinnati Children’s Hospital Medical Center, co-chair of the Cincinnati Children’s Hospital Medical Center Foundation board. Doc is the past chair and past president of the Cincinnati Opera board.
He is an active member of various other industry groups and a former chairman of Life Insurance and Market Research Association (LIMRA).
In December 2017, Doc was awarded The Round Table of New York’s Lifetime Achievement Award. He was awarded the Dan Beard Council’s 2016 Silver Beaver award for volunteerism and Ohio National’s 2016 Paul E. Martin Community Service award for his leadership and service.
Swati Jindal
Analyst
India
Swati Jindal
Analyst
Miss Jindal has over 1 year of experience in the life insurance industry. Prior to joining Agam, she worked at Future Generali Life Insurance Company, where she was involved in reinsurance administration and regulatory reporting. Miss Jindal is an actuarial student and received her Bachelor’s in Economics from Maharshi Dayanand University, Haryana.
Avi Katz
Founder
Chief Executive Officer
USA
Avi Katz
Founder
Chief Executive Officer
Mr. Katz is the co-Founder and Chief Executive Officer of Agam Capital, a technology driven insurance solutions provider. Prior to founding Agam, Mr. Katz was a partner at Apollo Global Management where he was responsible for managing a global alternative credit portfolio. The investment mandate included high yield. special situations, private credit and alternative assets. Prior to that time, he was a partner at Och-Ziff Freidheim and, in total, has more than 27 years of experience investing in the capital markets. Mr. Katz has held many leadership positions in the financial and not-for-profit sectors. He is currently Chairman of the Board of Governors at the OU and a member of their Executive Committee.
Mr. Katz graduated from New York University with a BS in Accounting and Economics, and he is also a Chartered Financial Analyst.
Andrew Katz
Managing Director
Chief Financial Officer
USA
Andrew Katz
Managing Director
Chief Financial Officer
Mr. Katz is the CFO of Agam Capital Management, where he oversees all finance, legal, compliance and human capital functions. Prior to joining Agam, Mr. Katz was the Head of Hedge Accounting and Administration at Aberdeen Asset Management. Previously, Mr. Katz was the Chief Financial Officer at Arden Asset Management, responsible for all finance, tax, and operations of the management company, as well as all private and registered funds. Prior to Arden, Mr. Katz served as a senior auditor at Ernst & Young and Arthur Andersen. Mr. Katz, a Certified Public Accountant, holds a B.S. in Accounting from Lehigh University.
Ravindra Kudchadkar
Analyst
India
Ravindra Kudchadkar
Analyst
Ravindra Kudchadkar is an analyst in the quantitative analytics team. Prior to joining Agam, he worked as a software engineer at Ola Electric where he designed and built highly scalable data intensive applications. During his undergraduate studies, he gained experience in Applied Machine Learning and Artificial Intelligence.
Mr Kudchadkar has graduated with a Bachelor of Technology from the Indian Institute of Technology, Delhi.
Alok Kumar
Managing Director
CEO - Agam India
India
Alok Kumar
Managing Director
CEO - Agam India
Alok Kumar, Managing Director and CEO of AgamAnalytics, has setup and oversees business operations for India office. He has 20+ years of experience in financial services with an expertise in building Indian captives in insurance and capital markets. He also has broad exposure to multiple asset classes, including equities, rates, forex and mortgages. Prior to joining Agam, he was instrumental in building an Indian unit focusing on risk management, valuation, IT and middle office for Apollo Global Management. Prior to that, he built teams including MSR valuation, six sigma controls, and call centre analytics for Ocwen India. He has also worked with MSCI, where he was responsible for historical simulation of MSCI equity factor indices. He has also worked with Deutsche Bank on its rates structuring desk.
Mr. Kumar graduated from IIT Bombay with a BTech in Electrical Engineering.
Cliff Lam
Executive Director
USA
Cliff Lam
Executive Director
Cliff Lam is a Director at Agam Capital Management focusing on the advisory and implementation of balance sheet optimization, SAA/TAA and ALM platform. Mr. Lam has more than 25 years of experience in the financial industry from both insurance and banking sectors with extensive expertise in various asset classes, trading and hedging strategies. Previously, Mr. Lam was Head of Market and Credit Risk at Aflac. He also worked at TD Bank Financial as Regional Head of Market Risk in its London and Tokyo offices. In addition, Mr. Lam served as regulatory capital specialist at Bank of America, portfolio audit leader at Morgan Stanley, and senior regulator at OSFI Canada. Mr. Lam earned his Master of Statistics degree from University of Toronto, and he is a holder of Chartered Financial Analyst, as well as Associate of Society of Actuaries.
Sitong Li
Senior Associate
USA
Sitong Li
Senior Associate
Sitong Li, CPA, has 3 years of experience in asset management sector and 4 years of experience in public audit. Prior to joining Agam, Ms. Li worked at Aflac Global Investments as Data and Technology Analyst, focusing on enhancing data framework for public and private credits as well as overall data governance. Previously, Ms. Li worked at Grant Thornton as Senior Auditor in its Hong Kong office, where she performed annual audits for public companies and participated in various IPO and M&A projects.
Ms. Li is a Certified Public Accountant. She holds a Master Degree in Business Analytics - Data Analytics track from Baruch College and a Bachelor Degree in Accounting and Finance from the University of Hong Kong.
Jaron Li
Senior Associate
USA
Jaron Li
Senior Associate
Mr. Li has over 2 years of experience working in the life insurance and annuity industry.
Prior to joining Agam, he worked as an Actuarial Associate with Brighthouse Financial on the Corporate Projections and Pricing teams, and he has experience with Asset-Liability Management, Cash Flow Modeling, Financial Analysis, and Pricing across a variety of products.
He is an Associate of the Society of Actuaries and holds a Bachelor's degree with a double major in Applied Mathematics and Economics from Vanderbilt University.
Alexander Lin
Partner
USA
Alexander Lin
Partner
Mr. Lin is a Partner in Quantitative Analytics of Agam Capital Management. He is responsible for the development of the integrated asset-liability management framework “pALM”. Prior to joining Agam, Mr. Lin was the Assistant Vice President, Market Risk for Aflac Inc. in its Global Investment Office. Mr. Lin was actively involved in ALM initiatives and development of the quantitative platform for market risk, credit risk, and economic capital models. He led Aflac’s modeling effort in regulatory capital (US risk-based capital and Japan Solvency Margin Ratio), participated in modeling effort for the International Association of Insurance Supervisors. Mr. Lin was also responsible for the development of investment accounting policy involving hedge accounting, commercial mortgage loans, and alternative asset investments.
Prior to Aflac, Mr. Lin was a Manager in the structured finance group in PricewaterhouseCoopers LLP specializing in the fair valuation of structured products and fail bank acquisitions. Mr. Lin holds a Bachelor of Accounting at Florida International University, and he is also a Chartered Financial Analyst and a Certified Public Accountant.
Dean MacMillan
CFO - Agam Bermuda
Bermuda
Dean MacMillan
CFO - Agam Bermuda
Dean MacMillan is the Chief Financial Officer of Agam Bermuda and joined the Company in February 2023. Dean has over 12 years of experience in the insurance industry.
Prior to joining, Dean was the VP of Finance for North End Re, Brookfield’s life and annuity reinsurance subsidiary. In this role, Dean was heavily involved in the finance function setup and onboarding of new reinsurance treaties.
Dean previously worked for F&G Re as a Financial Controller, where he was responsible for the financial reporting and treasury functions. He also worked at the Bermuda Monetary Authority as a reinsurance supervisor, and Marsh Management Services as a Finance Manager for commercial and captive insurance companies.
Dean earned his Bachelor of Business Administration Degree from St. Francis Xavier University, and he is also a Chartered Professional Accountant.
Jeetesh Maheswari
Analyst
India
Jeetesh Maheswari
Analyst
Jeetesh Maheswari is working as a Risk Analyst. Prior to joining Agam, he has worked as a quantitative modelling Intern. He has a knowledge of investment risk associated with a range of financial products. He has completed the FRM Program and cleared the CFA L1 exam as well.
Mr Maheswari is a B.Com (H) graduate from The Bhawanipur Education Society College, Kolkata.
Abhishek Mittal
Manager
India
Abhishek Mittal
Manager
Mr Mittal has over 2 years of actuarial experience in the life insurance industry. Prior to joining Agam, he was working as an Actuarial Analyst with WNS and has an exposure to pricing, reporting and audits. He is a student actuary and holds Bachelor’s in Mathematics from Hindu College, University of Delhi.
Intisar Nasir
Senior Associate
USA
Intisar Nasir
Senior Associate
Intisar Nasir, ASA, is a Senior Associate in the Actuarial department of Agam focusing on liability valuation, modeling and financial reporting aspects. Prior to joining Agam, Mr. Nasir was a consultant in the Actuarial and Insurance Solutions practice of Deloitte Consulting LLP. Mr. Nasir has over six years of experience working in actuarial consulting and insurance actuarial capacity, where his roles have focused on financial reporting, actuarial financial audits, life & annuity product and pricing, and actuarial modeling. More recently, Mr. Nasir has been focusing on the implementation of US GAAP ASU 2018-12 Targeted Improvements to the Accounting for Long Duration contracts for Life Insurers. In prior roles, Mr. Nasir has held product and pricing lead roles with Nassau Financial Group with a strong focus on Fixed and Indexed Deferred Annuities, and actuarial advisory roles with Ernst & Young LLP with a focus on model systems conversions and actuarial financial audits.
Mr. Nasir earned his bachelor's degree in Actuarial Science and Finance from Drake University.
Ramchandra Pandit
CEO - India Joint Venture
India
Ramchandra Pandit
CEO - India Joint Venture
Ram is a part of the insurance team at Agam Capital based at Mumbai, India. He is involved in Agam’s project of setting up a Life Insurance joint venture in the Indian market. Prior to Agam, Ram was involved as co-founder and CEO with an Indian Insurtech venture Bima Mandi which has been among the fastest growing Indian insurance web aggregators. Ram had earlier helmed Navi General Insurance, Bangalore as MD & CEO where Navi achieved disruptive growth in direct-online Health Insurance sales. Ram has nearly 25 years of total work experience which includes nearly two decades of insurance experience spanning Leadership roles in General Management; multi-channel distribution (viz. Agency, Bancassurance, Broking, Corporate, Group, Direct, Digital); Product Development.
Ram holds an MBA – Marketing from Symbiosis Institute of Business Management in 1998 and Bachelor of Computer Science from Pune University in 1996.
Chak Raghunathan
Founder
Managing Partner
USA
Chak Raghunathan
Founder
Managing Partner
Mr. Raghunathan has over 3 decades of experience in global financial services spanning insurance, banking, asset management, regulation and pension funds. Mr. Raghunathan is the former Global Chief Investments Risk Officer at Aflac where he was responsible for identifying and assessing investment risks in an evolving regulatory environment while developing strategies to address those risks. Most recently, Mr. Raghunathan was strategically partnered with the investor group that led the successful demutualization of Ohio National Financial Services (ONFS).
Previously, Mr. Raghunathan was the Chief Risk Officer at Apollo Global Management. At Apollo, Mr. Raghunathan was responsible for implementing enterprise-wide risk management framework, formulating detailed risk policies and internal guidelines for funds, and providing optimal risk management solutions. He led Apollo’s risk management efforts in its evaluation of global insurance business opportunities, specifically in regards to Athene Holding’s life and annuities businesses right from the formation of the company.
Prior to his role at Apollo, Mr. Raghunathan held positions of increasing responsibility at TD Bank Financial Group, most recently serving as senior vice president, global head of trading risk and quantitative analytics. Mr. Raghunathan was a key member of TD’s executive team that advised the bank to strategically reposition the dealer out of structured and subprime products, thus helping the bank cement its Moody's Aaa rating during the financial crisis.
Prior to his role at TD, Mr. Raghunathan held senior management positions at the Office of the Superintendent of Financial Institutions Canada in the Capital Markets Division and was responsible for capital markets related supervision and internal model validation for capital adequacy in banks, insurance and trust companies. Also, Mr. Raghunathan was a financial/quantitative analyst at Caisse de dépôt et placement du Québec in the Tactical Investments Group, the pension fund manager for the Province of Quebec, Canada. Mr. Raghunathan started his financial career in New India Assurance Company, Madras, India as an internal audit assistant.
Mr. Raghunathan earned his bachelor’s degree in pure mathematics from the University of Madras, India and his master’s degree in applied mathematics from Concordia University, Canada.
Prudvi Raj
Manager
India
Prudvi Raj
Manager
Mr. Saya is a CA and CFA, and hails from Hyderabad, India. He has a keen interest in Indian life insurance sector, apart from having experience in fundamental analysis and market research work.
Before joining Agam, he has worked for over 8 years as an analyst in equity research domain with HSBC, UBS and Crisil, predominantly covering the banking and insurance sectors.
Prudvi has graduated from Osmania University in 2010, completed his CA in 2011 and passed the CFA level 3 exam in 2016.
Gaurav Rastogi
Managing Director
Chief Actuary
USA
Gaurav Rastogi
Managing Director
Chief Actuary
Gaurav Rastogi, FSA, CFA, FCIA is the Chief Actuary of Agam focusing on liability valuation, modeling and financial reporting aspects. Prior to joining Agam, Mr. Rastogi was a senior manager in the Insurance and Actuarial Advisory Services practice of Ernst & Young LLP, based in the firm's New York office. Gaurav has over 10 years of experience in actuarial modeling and financial reporting space, specializing in actuarial model conversions, and Accounting Policy and Methodology support. More recently, Gaurav has been focusing on modeling, data and systems changes required by insurers as a result of regulatory updates, such as IFRS 17, USGAAP Long Duration Targeted Improvements and Principles Based Reserving. Prior to EY, Gaurav has held multiple valuation and pricing lead roles with Manulife Financial in their Individual Life Valuation and Affinity Market groups in their Canadian offices.
Anup Seth
Managing Director
CEO - Agam Bermuda
Bermuda
Anup Seth
Managing Director
CEO - Agam Bermuda
Anup Seth is CEO of Agam Bermuda and joined the company in September 2022. Prior to joining Agam, Anup was Managing Director of Aon’s Captive & Insurance Management business in Bermuda and Global Leader of Underwriting Solutions, Aon’s integrated Commercial Reinsurance advisory, Insurance Linked Securities and White Rock businesses. Anup has over 25 years of diversified international re/insurance experience covering a wide range of products (both Life and P&C) and geographies. Other prior appointments include Managing Director of ACE Bermuda International based in Dublin, Chief Actuary of ACE Bermuda and Senior Consultant with PwC based in London. Anup is a Fellow of the Institute of Actuaries (UK) and holds a BSc. degree in Actuarial Science from The London School of Economics & Political Science.
Harsh Shah
Analyst
India
Harsh Shah
Analyst
Mr. Shah is an analyst in our quantitative analytics team. Prior to joining Agam, he worked as a research consultant at WorldQuant, where he was in involved in developing equity trading strategies across US, Europe and Asian markets.
Mr. Shah received an engineering degree from the Indian Institute of Technology, Roorkee with a concentration in Production & Industrial Engineering. He was the national finalist at International Quant Championship 2019, organized by WorldQuant.
Ashish Sharma
Senior Manager
India
Ashish Sharma
Senior Manager
Mr. Sharma has over 10 years of experience in the investment banking industry. Prior to joining Agam, he worked at Deutsche Bank as an Assistant Vice President on the Credit solutions desk, a part of Global Markets division, focused on providing capital and hedging solutions to pension and insurance companies across Europe, the UK and the US. In addition to this, he has 4 years of experience in the IT industry. During his career, he has worked on various structured transactions namely, reverse mortgage securitization, direct lending, VIF financing and excess reserve financing. Mr. Sharma holds a degree in Electrical Engineering from the Indian Institute of Technology, New Delhi. In addition to this, he is progressing towards FRM and CFA charter.
Jasdeep Singh
Director
India
Jasdeep Singh
Director
Jasdeep Singh is a Director – Head of Actuarial Services (India) focusing on liability valuation, modelling and financial reporting. Jasdeep joins Agam with over 14 years of experience in the insurance industry.
Prior to joining Agam, Jasdeep was appointed as a Director – Actuarial Service at Metlife leading a team of 40 members and was responsible for SII reporting for Metlife EMEA countries. Jasdeep led the business transformation for SII reporting out of India office in virtual environment and led to successful completion of transformation and conducting live quarterly and annual valuations out of Metlife GOSC India office.
Prior to Metlife, Jasdeep started the life consulting practice of Aon Consulting India supporting Aon Global Actuarial operations in counties such as Bermuda. In this role Jasdeep had led successful licencing application approvals for over 10 commercial (Re)Insurance clients supporting them on the capital & reserving plans. In the role he led successful implementation of reserving, solvency capital reporting and Pillar 2 requirements for commercial (Re)Insurance clients in Bermuda. Prior to Aon he has played critical roles under reporting and product development with Aviva Life Insurance India and Prudential Process Management Services India (supporting Prudential plc UK).
Jasdeep is a commerce graduate from Delhi University and is a fellow member of both Institute of Actuaries UK and India.
Earl Speechley
Director
USA
Earl Speechley
Director
Mr. Speechley is a director at Agam focused on general underwriting, due diligence, and asset management.
Prior to joining Agam, Mr. Speechley worked at TPG as the head of foreign exchange trading and risk management. Prior to joining TPG, Mr. Speechley worked at Hudson Advisors as director of foreign exchange and at Aflac Global Investments as an interest rates and foreign exchange strategist and derivative trader. He began his finance career in institutional bond sales at UBS Investment Bank.
Mr. Speechley holds a B.S. in Molecular and Cellular Biology from Vanderbilt University.
Gopalan Srinivasan
Strategic Advisor
Chairman - Agam India
Executive Chair – India Joint Venture
India
Gopalan Srinivasan
Strategic Advisor
Chairman - Agam India
Executive Chair – India Joint Venture
Mr. Srinivasan is currently serving as Director of National Insurance Academy. Prior to that he had 39 years of experience in the non-life insurance industry both in India and abroad. He was Chairman and Managing Director of New India Assurance Co Ltd., the largest Indian non-life insurer between 2012 and 2018.
Prior to that he was Chairman and Managing Director of United India Insurance Co. Ltd for five years. He was also Managing Director and CEO of New India Assurance Co (Trinidad and Tobago) Ltd. in the Caribbean for approximately four years.
He has been and is also currently on the Boards of many companies as Director and Chairman both in India and abroad. He has held Chairmanship of General Insurance Council and General Insurance Public Sector Association (GIPSA). He is on the Insurance Advisory Committee of the Insurance Regulatory and Development Authority of India (IRDAI). He has been on many committees of IRDAI and the International Financial Services Centres Authority (IFSCA), Gandhinagar. He also served as President of Insurance Institute of India. He has been conferred Fellowship by Institute of Directors.
He has received many awards during his long tenure including the Personality of year by Asia Insurance Industry Awards, Singapore.
He is a Commerce graduate of Madras University, Fellow of Institute of Cost Accountants of India and a Fellow of Insurance Institute of India.
Yoshi Taniguchi
Director
Canada
Yoshi Taniguchi
Director
Mr. Taniguchi has over five years of experience as a quantitative analyst in systematic trading and capital markets risk management.
Prior to joining Agam, Mr. Taniguchi was a quantitative strategist at TD Securities Global Strategy, primarily responsible for research and implementation of systematic trading and back testing in FX. Mr. Taniguchi also worked on enhancement of commodity research products as well as development of web-based Global Strategy Analytics framework.
Prior to TD, Mr. Taniguchi was a quantitative analyst in capital markets risk management at CIBC. Mr. Taniguchi was a part of bank’s effort to obtain regulatory approval to adopt an internal model method for counterparty credit risk exposure and capital calculations.
Mr. Taniguchi holds a Bachelor of Mathematics, Master in Statistics, and PhD in Statistics, all from the University of Waterloo.
Manhar Tank
Chief Actuary - Agam Bermuda
Bermuda
Manhar Tank
Chief Actuary - Agam Bermuda
Manhar Tank is the Chief Actuary of Agam Bermuda, responsible for pricing and corporate actuarial matters. Manhar previously worked for Athora Life Re as a Director in the Actuarial team, responsible for pricing, business development and actuarial reporting for asset-intensive reinsurance from Europe. Having joined Athora at its inception in late-2017, Manhar was heavily involved in the set-up of the actuarial function and a number of completed reinsurance transactions, contributing to the company’s growth. Manhar previously worked in London for Pacific Life Re, initially in protection pricing and later leading the longevity pricing team; and MetLife (formerly Alico UK) in the capital management team. Manhar has over 12 years of life (re)insurance experience, is a Fellow of the Institute of Actuaries (UK) and holds a BSc. (Hons) degree in Actuarial Science from the University of Kent.
Qianshi Wei
Director
Canada
Qianshi Wei
Director
Dr. Wei is a Director at Agam Capital Management with a focus on quantitative analytics.
Previously, Dr. Wei served as a quantitative analyst at CIBC, focusing on regulatory modelling of fixed income and FX assets. Dr. We was involved in overseeing quantitative and machine learning methodologies, building prototype models, and collaborating with developers and business analysts for model performance analysis and production implementation.
Dr. Wei earned a PhD in Physics from the University of Waterloo.
John Wight
Strategic Advisor
Chairman - Agam Bermuda ISAC
Bermuda
John Wight
Strategic Advisor
Chairman - Agam Bermuda ISAC
John Wight is the former Group Chairman & CEO of BF&M Limited, a publicly traded company on the Bermuda Stock Exchange.
Mr. Wight has 35 years of experience in the financial services sector in Canada and Bermuda. He became President and CEO of BF&M in 2005, and then Chairman in 2019, prior to which he held the position of Executive Vice President & Chief Financial Officer. He started his professional career with Ernst & Young in Montreal before transferring to Coopers & Lybrand (now PWC), in Bermuda. He holds professional designations as a Fellow of the Chartered Professional Accountants of Bermuda and a Chartered Property Casualty Underwriter.
Mr. Wight is past President of the Bermuda Chamber of Commerce, a past Council Member of the Bermuda Stock Exchange, a past member of the Ministry of Finance Insurance Advisory Committee, and a past member of the Financial Intelligence Agency Board. He is a past Chairman of CPA Bermuda and a past President of the Bermuda Insurance Institute. He is a director of several companies, including HSBC Bank Bermuda.
Mr. Wight was appointed to serve the Senate of Bermuda as Independent Senator by His Excellency the Governor, John Rankin in 2020.
Mr. Wight has a Bachelor’s Degree in Commerce, with a major in Accounting from Concordia University in Montreal Canada. He also received a graduate degree in Accounting at Concordia prior to earning his Chartered Accountant Designation. He later participated in Leadership Development programs at Stanford University in Palo Alto California and the Tuck School of Business at Dartmouth College in Hanover, New Hampshire.
Suo Wu
Director
USA
Suo Wu
Director
Mr. Wu, FSA has over 8 years of experience in quantitative modeling in ALM and asset management. Prior to joining Agam, Mr. Wu worked at Brighthouse Financial specializing in the development of projection models for traditional life insurance and index linked annuity products. He was also responsible for providing quantitative support for portfolio management. Prior to Brighthouse, Mr. Wu worked as an Actuarial Consultant at Aetna where he focused on the development of predictive models to forecast company level risk profiles and market risks. Mr. Wu holds a Master’s in Computational Finance from Carnegie Mellon University and a Bachelor’s in Mathematics from Baruch College.
Sharon Xi
Associate
Canada
Sharon Xi
Associate
Ms. Xi is a new graduate dedicated to developing professionalism in the capital market and quantitative techniques. Prior to joining Agam, she had multiple internship experiences with investment analysis, portfolio management and quantitative strategies in the pension plan, securities and private equity firms.
She holds a Master’s degree in the Master of Mathematical Finance program and a Bachelor’s degree in Rotman Commerce specializing in Finance and Economics with a minor in Statistics from the University of Toronto. She is pursuing CFA and has passed the level 1 exam.
Ze Zhao
Executive Director
USA
Ze Zhao
Executive Director
Dr. Zhao is part of the quantitative analytics team that develops the pALM system. He has many years of experience in life insurance and prior to joining Agam, he was a quantitative analyst and developer at Transamerica.
Dr. Zhao received his PhD (Applied Mathematical and Computational Sciences) and Masters (mathematics) from University of Iowa.