Insurer Investment Forum XX: Presentations

Unfortunately, due to the impact of COVID-19 the Insurer Investment Forum XX was cancelled.

However, we collaborated with this year’s speakers to provide video recordings of their originally scheduled presentations, as well as additional outlooks and overviews. We will also be conducting Q&A’s with sponsors in the coming months.

Although the conference presentations are prerecorded, we encourage you to reach out to us with any questions or comments. We are happy to answer any questions you might have.

We are also happy to share that the Insurer Investment Forum XXI is currently scheduled for March 17-18, 2021 at the Fairmont Grand Del Mar in San Diego, CA.

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Q1-2020 COVID-19 Investment Review

Dan Smereck
Managing Director & Principal
Strategic Asset Alliance

The spread of Covid-19 profoundly affected global markets in the first quarter. Equities suffered steep declines as uncertainty rocketed higher causing investors to flee toward safe-haven assets and their perceived safety. Governments and central banks announced unprecedented support programs for businesses, households and the financial system, helping to stabilize markets late March.

This outlook and overview highlights projections for the economy and unemployment, expectations for credit downgrades and defaults, as well as areas of focus when navigating through the uncertainty.

View Presentation >>  |  View PDF


Understanding Artificial Intelligence and Your Insurer

Alton Cogert, CFA, CPA, CAIA, CGMA
President & CEO
Strategic Asset Alliance

Twenty years ago, the “Insurer Investment and Internet Forum” premiered, and the big unknown was what would happen in the ‘internet age.’ Now, an even bigger unknown presents itself in the form of A.I. So, let’s start at the beginning: What is A.I.? How does it work? How can it help my commercial insurer or risk pool? And, what does it mean for our investment process?

Watch Video Recording >>  |  View PDF


Embracing Disruption by Artificial Intelligence in Asset Management

Michael Heldmann, Ph.D., CFA
Managing Director, Sr. Portfolio Manager, Best Styles US Equity Head of Best Styles N.A.
Allianz Global Investors

Investors are adding a new criterion to the list of factors they must assess when reviewing a new investment strategy or manager: Does the strategy use artificial intelligence (AI), and if so, does the technology add value? Answering the second of these two questions is not easy, but it helps to start with one simple premise: AI is a tool, not a destination.

Watch Video Recording >>  |  View PDF


Digital Disruption Meets Fixed Income

Peter J. Cornax,
Senior Insurance Investment Strategist and Portfolio Manager – Credit
AllianceBernstein

Managing the later stages of the credit cycle, the low rate environment, and lower market liquidity adding to volatility all contribute to the circumstances that insurers must navigate in 2020. As we look forward a technology aided investment process will enable a smarter and faster investment process. Cutting edge technology will help insurers to maintain investments, put capital at work faster, and help to manage their liquidity needs.

Watch Video Recording >>  |  View PDF


Emerging Investment Issues Risk Pools are Facing

Dan Smereck,
Managing Director & Principal
Strategic Asset Alliance

What trends have the potential to affect and/or influence public entity risk pool investment practices? What emerging issues should the governing body begin to think proactively about?

View Presentation >>  |  View PDF


InsurerCIO COVID-19 Newsletter

Given the effect on the market, our latest InsurerCIO Newsletter focused on COVID-19’s effect on the insurance industry, the market and economy, A.M. Best ratings, municipal bonds and other investment-related issues for insurers.

View Newsletter >>


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