Meet Our Principals

Dan Smereck,
Managing Director & Principal

Mr. Smereck leads the highly-regarded case study sessions at our annual conference.

*SAA reserves the right to make changes to this schedule. This event is closed to the media.

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Insurer Investment Forum XXIV: Agenda (Tentative)

All Times MST | Conference Attire: Business Casual

View:   Day 1 - Agenda  |  Day 2 - Agenda  |  View PDF  

Wednesday - March 20, 2024
8:00 A.M. Breakfast
9:00 A.M. SAA’s Insurer Investment Workshop

Join your peers in a discussion of case studies based on SAA’s experience in working closely with insurance clients. SAA’s Principals will lead attendees in conducting, and then comparing, asset allocation decisions from both strategic and tactical perspectives.

Noon Lunch
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.

Guest Presenter: Dubravka Romano, Principal, Romano Strategy Advisors

Drawing from her vast experience in risk pooling, Dubravka will reflect on the current state pooling and help SAA set the stage for its interactive case study. 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.

4:30 P.M. Adjourn
6:00 P.M. Reception & Dinner
Thursday - March 21, 2024
8:00 A.M. Breakfast
9:00 A.M. Welcome & Opening Remarks: Setting the Stage

Presenter: Alton Cogert, President & CEO, Strategic Asset Alliance

Today’s agenda will cover several key topics facing insurer investments today and in the future. This opening session will provide an overview of what issues will be addressed by the day’s various speakers and why these topics should be on top of every insurer’s mind.

Additionally, SAA will discuss, “A.I.: Who, What, Where, When, Why?” This quick-hitting segment will review SAA’s view of the state of AI for insurer investments, as well as what insurers/pools should be mindful of in the early stages (i.e. how it’s used by managers, the hype cycle, resources, etc.).

9:30 A.M. Making the Juice Worth the Squeeze

Presenter: Insight Investment

In the prior search for yield, insurers were exploring risk asset classes they wouldn’t have previously considered. Now, with the script having flipped, Insight Investments will discuss where in the risk asset space insurers are finding the most benefits.

10:15 A.M. Break
10:30 A.M. Finding Value in the Short- and Long-Term

Presenter: New England Asset Management

As insurers continue to evaluate their fixed income allocation in today’s rate and yield environment, New England Asset Management will review where insurers are finding opportunities in the short-term, while keeping the long-term enterprise perspective in mind.

11:15 A.M. Break
11:30 A.M. Navigating Incoming Credit Risk

Presenter: SLC Management

Whether it’s from corporate bonds, the transition between public vs. private credit, or other market trends, SLC will spotlight opportunities in insurers’ investment portfolios that may help address these incoming changes.

12:15 PM Lunch
1:45 P.M. The Inaugural Insurer Investment Forum Lightning Round

SAA will invite several experts to the stage to share opinions, stories, and predictions in a fast-paced addition to the conference. In trios, invited participants will be tasked with answering as many questions as possible within the allotted time limit.

Moderator: Strategic Asset Alliance

AAM - Insurance Investment Management
Income Research + Management
Principal Asset Management
UMB Bank

2:45 P.M. Break
3:00 P.M. Ask the Experts

Insight Investment
New England Asset Management
SLC Management

Moderator: SAA

In this fast paced, free-for-all session, we place the morning's 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.

4:00 P.M. Closing Remarks: Where to From Here?

Presenter: Alton Cogert, SAA

To close the Forum, SAA will provide a review of key takeaways from the Forum, as well as where insurers may look next as they consider changes to their portfolio. SAA will also preview economic and market trends that may be on the horizon.

4:30 P.M. Adjourn & Farewell Reception