James Peter Walton FCA FSA

Managing Director, Agilis Partners LLC

Contact Information
Agilis Partners LLC
130 Turner Street, Bldg. 3, Suite 510
Waltham, MA 02453
US
Phone: 781-373-6957
Email: James.Walton@agilis.llc
James Walton is a Managing Director in Agilis’s Boston office. James advises a range of institutional investors and leads Agilis’s derivatives business. He also is leads Agilis’s Independent Expert services, which performs due diligence on the insurers active in the US pension risk transfer market. Prior to 2016, James was at Legal and General and was responsible for the investment strategy of the company’s US insurance business. James started his career at Aon in London as a consultant focusing on asset allocation and analytics. James is a qualified actuary and holds a Masters degree in Physics (summa cum laude) from The University of Oxford.

Connections:

CCA Member Since 2024

Fiduciary Considerations in Annuity Placements 2024 CCA Annual Meeting (October 30, 2024)

Investing Strategies for Public Plans Including Leverage, CMAs and Alternatives 2024 CCA Annual Meeting (October 28, 2024)

Assessing Fiduciary Obligations for Pension Risk Transfers Assessing Fiduciary Obligations for Pension Risk Transfers Webinar (May 08, 2024)

Liability Driven Investment and De-Risking in a Post-Pandemic World Liability Driven Investment and De-Risking in a Post-Pandemic World Webinar (December 08, 2021)

What's New in the LDI Space? 2018 CCA Annual Meeting (October 24, 2018)

Capital Market Update Capital Market Update Audio/Webcast (December 14, 2016)