|Wednesday – March 17, 2021|
|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. Last year’s case studies addressed Asset Allocation Frequency and Board Governance. Previous case studies addressed: Asset Allocation, “Best Practices” Investment Policies, Investment Manager Search and Benchmarking.
|10:30 A.M.||SAA Presentations
Alton Cogert, President & CEO, SAA
The Yin and Yang of Risk Assets
“Lower Rates for Longer Playbook” – Part I
|Thursday – March 18, 2021|
|9:00 A.M.||Gold Sponsor Presentations
“Lower Rates for Longer Playbook” – Part II
Allianz Global Investors
Eaton Vance Management
|10:30 A.M.||Panel: Key Takeaways from the Insurer Investment Forum|
|11:00 A.M.||Award: Market Vision Cup Winner & Adjourn|
*SAA reserves the right to make changes to this schedule. This event is closed to the media.
CFA Institute allows its members the ability to self-determine and self-report continuing education credits earned from external sources. CFA Institute members are encouraged to self-document such credits in their online PL tracker.