SAA Golf Tournament/SAA Tennis Tournament
(Prizes provided by Strategic Asset Alliance)

Welcome and Opening Remarks:

Michael C. Koetters
Managing Director, Strategic Asset Alliance

Uncertain Times:  The New World of the Post-Recession

Alton Cogert
President & CEO, Strategic Asset Alliance
 

The wicked recession is dead. But, like Dorothy faced in the Wizard of Oz, the question is ‘now what?’ Although governments poured lots of fiscal and monetary stimulus that melted the wicked recession, will it return?  And, if not, what will return in its stead?  And what does that mean for your company’s investment strategy? We have certainly entered “Uncertain Times.” How can you successfully manage the investment portfolio and overall investment process in this environment? What does SAA believe is hurting and helping the investment results of insurers? Most importantly, what do you want to learn at this conference and how will you achieve those goals today? 

Chief Investment Officers’ Roundtable

Moderator:  John Davidson
Managing Director, Strategic Asset Alliance

What kind of economic recovery is this? What does this mean for interest rates, spreads, equities, and the ongoing risks we cannot hedge: liquidity and political? Mr. Davidson is a well known observer of the economy and financial markets, and he will lead a discussion where all attendees will participate as part of this CIO Roundtable.  Hear what your peers think of different investment ideas and trends.  What are the most important investment issues facing insurers today, and how are they being addressed?  How does the investment process at other insurers’ differ from your company’s and why?  Every year, this is one of the most popular of all the sessions on the agenda.

Auditors, Regulators and Rating Agencies:  Their Continuing Impact on Your Portfolio

Stefan Holzberger, AM Best Company

Chris Anderson, Anderson Insights

J. Adam Bulpit, Pricewaterhouse Coopers LLP

In this panel discussion, get perspectives about three major forces, outside of the financial markets, that continually buffet insurer portfoios.  What is AM Best focusing on now that they are asking more about the investment portfolio?  After their latest foray with PIMCO on ‘rating’ structured securities, what does the NAIC have up its sleeve next?  And, how will changes in STAT and GAAP accounting - especially the inexorable, sometimes painful march to mark to market -  further change the way insurer portfolios are managed?  Just a few of the growing forces impacting insurer portfolios today. 

Perspectives on Your Most Important Topics

Investment Manager Perspectives in "Uncertain Times" - Part I

Too often, insurer’s ideas about investment strategy are limited by what their investment manager has to say. In this first of a two part session, hear what a well known, respected investment manager is thinking about today’s markets and opportunities. What are investment managers focused on today? How do these ideas compare with those espoused by your managers? Our first speaker will discuss the burgeoning problems in the commercial real estate sector and its impact on direct mortgages and CMBS.   

Sean O’Connell, CFA, VP & Portfolio Manager

Real Estate and Structured Finance

Advantus Capital Management      

Investment Manager Perspectives in "Uncertain Times" - Part II

What are investment managers focused on today? How do these ideas compare with those espoused by your managers? In Part II of investment manager perspectives, find out how experts in cash management view the challenges of investing short term funds in a very, very low interest rate environment. 

John Donohue, Executive Vice President

Dwight Asset Management

Conference Summary and Wrap-Up

Alton Cogert, President & CEO, Strategic Asset Alliance

What were the most interesting ideas you heard at the conference and how might they be utilized in your organization? Were your personal goals and objectives for attending the conference achieved? In this open ended discussion, we all have the opportunity to share our summary thoughts and ideas.

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