For staff and Board members still becoming familiar with the investment process, SAA will provide an overview of key concepts and terminology that will help attendees better understand the case studies and presentations that makeup this year’s agenda.

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.

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.

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.

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.

Presenter: Chad Zahner, Head of Structured Securities, New England Asset Management

Should Insurers Expect Shockwaves to their MBS/CMBS Allocation?

Presenter: Insight Investment

Presenter: SLC Management

What do insurers’ fixed income portfolios look like now compared to 10 years ago? 20 years ago?

Participants:
AAM – Insurance Investment Management
Aristotle Capital Management
Belle Haven investments
Income Research and Management
UMB Bank

Moderator:
Lucy Rimsky, Director, Strategic Asset Alliance
Nathan Simon, Director, Strategic Asset Alliance

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.

Participants:
Insight Investment
Chad Zahner, Head of Structured Securities, New England Asset Management
SLC Management

Moderator:
Alton Cogert, Strategic Asset Alliance

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.