Insurer Investment Forum XXIV

Insurer Investment Forum March 20 - 21, 2024
Scottsdale, AZ
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Meet SAA's Leadership:

SAA's Principals work as a team in providing investment advisory services to our insurance company and risk pool clients. This allows SAA to bring to bear the significant experience of each individual and apply it collectively to the needs of each client.

Alton Cogert, President & CEO

Alton Cogert President & Chief Executive Officer

Alton R. Cogert, CFA, CPA, CAIA, FDP, CGMA, President and Chief Executive Officer. Mr. Cogert formed Strategic Asset Alliance in 1994.

Currently, Mr. Cogert is an Independent Member of American Fidelity Assurance Company's Investment Committee of the Board. Previously, he has served as a technical advisor to the NAIC Invested Assets Working Group. He is a former member of the Board of Directors and former chairman of the Investment Committee of the National Alliance of Life Companies.

Prior to SAA, Mr. Cogert accumulated more than 20 years of financial institution experience, including over 10 years experience in senior financial management. He is a Chartered Financial Analyst, a Certified Public Accountant, Chartered Alternative Investment Analyst and a Financial Data Professional Charterholder. Mr. Cogert holds a BS from the Wharton School of the University of Pennsylvania and an MBA from the University of Southern California.

Phone: (360) 255-2500

Dan Smereck, Managing Director & Principal

Daniel Smereck, Managing Director

Daniel G. Smereck, Managing Director, is the primary consultant for SAA's governmental risk pooling clients. Mr. Smereck has over 20 years of experience across investments, insurance, corporate finance, statistical analysis, and information technology.

Prior to joining SAA in 2003, Mr. Smereck was Senior Vice President and Chief Investment/Information Officer for a large, regional medical malpractice insurer where he was responsible for treasury, asset management and information technology.

Mr. Smereck has a BS in Managerial Finance, an MBA from the University of Nevada, Las Vegas, and an MS in Finance from the Carroll School of Management, Boston College.

Phone: (360) 255-2500 ext. 106

Lucy Rimsky, Director

Lucy Rimsky, Director

Lucy Rimsky, Director, joined Strategic Asset Alliance in 2024. Ms. Rimsky has more than 25 years of investment experience, including working with institutional clients in healthcare, insurance, and other public and corporate areas.

Prior to joining SAA, Ms. Rimsky was a Senior Research Analyst with US Institutional focusing on insurance clients. She led a team responsible for all aspects of the client relationship including manager research, asset allocation, and client consulting. Ms. Rimsky was also a Senior Client Analyst with Marquette Associates where she worked with institutional clients providing manager research, asset allocation, and portfolio analytics, as well as an equity research associate at A.G. Edwards (now Wells Fargo).

Ms. Rimsky earned a BSBA from the University of Dayton and an MBA from Saint Louis University. Currently, she is an Investment Committee Member (volunteer position) with the Girl Scouts.

Phone: (360) 255-2500 ext. 107

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Nathan Simon, Director

Nathan Simon, Director

Nathan Simon, Director, has been with Strategic Asset Alliance for over 10 years. In his role, Mr. Simon serves as an investment consultant for both insurance companies and governmental risk pooling clients; advising on all aspects of their investment program. Additionally, he leads SAA’s investment manager research & due diligence across all asset classes.

Prior to being named Director, Mr. Simon was responsible for assisting with all investment manager research and evaluation, strategic asset allocation, and other investment modeling conducted for SAA's clients.

Mr. Simon graduated from the University of California, Berkeley in Spring 2013, with a degree in Political Economics. At Berkeley, he managed assets with the Berkeley Investment Group.

Phone: (360) 255-2500 ext. 104

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Insurer Investment Forum XXIII

Insurer Investment Forum March 29 - 30, 2023
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