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Insurer Investment Forum XXII: Agenda
All Times Pacific Time | Conference Attire: Business Casual
|9:00 A.M.||SAA Investment Workshop
Join your peers in discussions of case studies based upon real experience of SAA working closely with clients. Review different investment approaches from both the Board and senior management perspectives.
|1:30 P.M.||Investment Seminar for Government Risk Pools
Only at this special Investment Seminar are the most important investment issues facing pools discussed and dissected in detail. Using a case study format, everyone can ask questions and contribute their experience to the mutual knowledge of all pools at this seminar. As the investing and economic landscapes grow more complex, it is more important than ever to find out how your pool can improve its investment process.
|6:00 P.M.||Reception & Dinner|
|9:00 A.M.||Welcome & Opening Remarks
It's a Sci-Fi World
About a decade ago, the Insurer Investment Forum’s theme was “The Times They Are A-Changing.” Little did we know that was an understatement. The world is going through accelerated changes in many areas of our life. And many of those changes are represented in our investment portfolios. In an industry known for its conservative nature, how can your insurer or government risk pool be aware and ready for change in its investment portfolio?
|9:45 A.M.||Digital Assets – Evolution or Revolution? - An Insurance CIO’s Perspective
Who hasn’t heard about the blockchain, cryptocurrencies, and the digitalization of assets and wondered about them? Is this an evolution or revolution? Is distributed ledger technology (or blockchain) the wave of the future? Can crypto assets be used as a currency, be a store of value, or even a possible investment asset class? And, what about decentralized finance, often called DeFi? Will this ultimately change how we do business and invest capital? Hear from a highly regarded insurer CIO on how he is viewing the digital asset ecosystem and how these areas should be approached.
|11:00 A.M.||Most Important Insurer Investment Problems and Potential Solutions
With any luck, we are approaching the land of post-COVID. But, with what kind of challenges has that land left us? Repressively low interest rates and spreads. Inflation. Historically high equity valuations. Uncertainties surrounding work from home versus office. With regulators trying to catch up. What are the most important investment problems coming from this for insurers? How are SAA’s clients addressing these problems? What does SAA see coming ‘over the horizon’ that insurers should be ready for today?
|1:30 P.M.||It’s a Sci-Fi World
Let’s apply what we’ve discussed about today’s Sci-Fi World to what this means for specific asset allocation and investment decisions. In the following sessions, three highly regarded investment managers will step back and take a big picture look at the investment arena. Some of their ideas and recommendations will have a short-term time frame (after all, the sci-fi world is happening now) and some will have a medium- or longer-term time frame. In either event, we would be well served to listen carefully and question what they tell us.
Managing Investments and Risk through Technological Change
|2:15 P.M.||It's a Sci-Fi World (Continued)
Blending Public & Private Credit for Enhanced Yield
|3:15 P.M.||It's a Sci-Fi World (Continued)
Uncovering Private Credit Opportunities for Insurers
|4:00 P.M.||Ask the Experts
In this fast paced, free-for-all session, we place all three investment manager presenters, as well as SAA, on the ‘hot seat’ about any question that may have arisen at the conference. We suspect, given the variety of opinions, that this will be one of the livelier sessions.
|4:45 P.M.||Adjourn & Farewell Reception|