Agenda: Insurer Investment Forum XXI

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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
Dan Smereck, Managing Director & Principal, SAA
Nathan Simon, Director, SAA

Topics Include:

The Yin and Yang of Risk Assets
The Fed’s monetary policies have thrown down the gauntlet. ‘Take more risk’ they say, to help improve the economy. No matter what we may think about Fed policy, we must invest taking it into account. But, how much risk is too much? Or too little? How can your insurer best determine its risk appetite? And, where might you safely look for improved risk adjusted returns?

E.S.G. Investing
It’s not coming. It’s already here. Investment managers are flogging investment portfolios focused on Environmental, Social and Governance issues. Large pension funds and many non-US insurers are focused on it. But, not all E, S and G ratings are alike. And a positive E, S or G for one investor, could be a negative for another. Is their value in ESG? What should you be asking your manager about ESG?

“Lower Rates for Longer Playbook” – Part I
The good news is that we can finally have confidence in our interest rate forecasts. The bad news is that we can finally have confidence in our interest rate forecasts. The Fed has said to expect rates to be near zero for the next two to three years. And, Fed Chair Jay Powell’s term doesn’t end for another seven years. With practically every insurer’s book yield greater than their market yield, Mr. Powell has just told you to expect lower investment income. Financial markets are getting more complex every day. With ‘lower rates for longer,’ the markets just became more perilous. How can your insurer or government risk pool develop its own effective playbook in this
environment?

Noon Adjourn
Thursday – March 18, 2021
9:00 A.M. Gold Sponsor Presentations

“Lower Rates for Longer Playbook” – Part II
What solutions to this dilemma are being proposed by some of the top investment managers? Hear from some of the experts and what they are telling their clients. Has your investment manager discussed some of these solutions?

AllianceBernstein

Allianz Global Investors

Eaton Vance Management
Bond Duration Got You Here. Now What?
Eric Stein, CFA, Chief Investment Officer, Fixed Income

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.
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