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Insurer Investment Forum XXV: Agenda
All Times PST | Conference Attire: Business Casual
View: Day 1 - Agenda | Day 2 - Agenda | View PDF | Registration Page
| 8:00 A.M. to 9:30 A.M. |
Breakfast Location: Solana Terrace |
| 8:30 A.M. to 9:25 A.M. |
Investments 101
Staff and Board members still becoming familiar with the investment process can join this special breakfast time presentation where SAA will provide an overview of key concepts and terminology; helping attendees better understand the case studies and presentations that makeup this year’s agenda. breakfast from the buffet. Attendees joining this session are welcome to bring their breakfast to the presentation room. |
| 9:30 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 Location: Solana Terrace |
| 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. It will be educational, answering your questions from the basics through what the most important investment issues for pools are currently facing.
1:30 PM - 2:20 PM: Captives - Another Tool for Risk Transfer and Investment Flexibility
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| 4:30 P.M. | Adjourn |
| 6:00 P.M. | Reception & Dinner Location: Canyon Terrace |
| 8:00 A.M. | Breakfast Location: Solana Terrace |
| 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 present a special rendition of the annual Market Vision Cup to commemorate the 25th anniversary of the event and competition. |
| 9:30 A.M. | A.I. for Insurance: Practical Use Cases, Strategies, and Implementation Insights
Presenter: Stefan Jansen, Founder & Lead Data Scientist, Applied AI This session will explore how AI is transforming the insurance industry, with a focus on practical use cases for small to mid-sized life, workers' comp, and health insurers. We'll discuss AI applications such as claims automation, underwriting optimization, and customer engagement, tailored to the needs of insurers with limited in-house expertise. The session will also cover key considerations for successful AI implementation, including budget, resources, and timelines, while offering actionable insights to help attendees navigate the AI landscape effectively. |
| 10:15 A.M. | Break |
| 10:25 A.M. | Commercial Real Estate: How Real is a CRE Crisis?
Presenter: Should Insurers Expect Shockwaves to their MBS/CMBS Allocation? |
| 11:10 A.M. | Break |
| 11:20 A.M. | Active Fixed Income Management vs. Passive Fixed Income Management
Presenter: How are models and technologies evolving in fixed income that change the conversation (and perspective) between active and passive bond management. |
| 12:05 PM | Lunch Location: Solana Terrace |
| 1:35 P.M. | The Evolution of Insurers’ Fixed Income Portfolios:
Presenter: What do insurers’ fixed income portfolios look like now compared to 10 years ago? 20 years ago? What lessons can be taught as insurers look towards the long-term future. |
| 2:15 P.M. | Break |
| 2:30 P.M. | The Insurer Investment Forum Think Tank
Participants:
Moderator:
SAA will invite several experts to share potential ideas that may address issues and hypothetical scenarios poised to them by the moderator. These issues and scenarios will reflect what many insurance companies are facing today. |
| 3:30 P.M. | Break |
| 3:45 P.M. | Ask the Experts
Participants:
Moderator:
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. | Closing Remarks & Adjourn: Alton Cogert, Strategic Asset Alliance |
| 4:50 P.M. | Farewell Reception Location: Solana Terrace |