Meet Our Principals

Dan Smereck,
Managing Director & Principal

Mr. Smereck leads the highly-regarded case study sessions at our annual conferences.

Mr. Smereck is also the primary consultant for SAA's Gov't Risk Pooling Clients.

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Insurer Investment Forum XXI: Join

Thank you again for joining us for this year's Insurer Investment Forum!

As the event will be held via Zoom, this page will act a central location for all presentations, links, etc. for your reference. You will also receive reminder emails with this information the day of the event (based on your registration).

For any questions, please contact Eriver Eugenio or Julie Stone.

Conference Materials:

Speaker Bios >>  |  Agenda >>

Post-Conference Evaluation / Feedback Survey >>

SAA Presentations - March 17 (10:30 AM PT / 1:30 PM ET)

The Yin and Yang of Risk Assets
Alton Cogert, President & CEO, SAA
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?
View Presentation >>

Environmental. Social. Governance.
Nathan Simon, Director, SAA
Is their value in ESG? What should you be asking your manager about ESG?
View Presentation >>

Lower Rates for Longer...Again
Dan Smereck, Managing Director & Principal, SAA
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?
View Presentation >>

Lower Rates for Longer Playbook - March 18 (9:00 AM PT / 12:00 PM ET)

The Evolution of the Core Portfolio: EMD, High Yield & Securitized Assets (9:00 AM PT)
Peter Cornax, SVP - Senior Insurance Investment Strategist, AllianceBernstein
It won’t be as simple as adding to IG global credit. The evolution of the core portfolio calls for expanding opportunity sets and pursuing selective opportunities.
View Presentation >>

US Private Placements – Enhancing Yield Within Investment Grade Fixed Income (9:30 AM PT)
Charles Dudley, Head of Private Credit US, Allianz Global Investors
As US insurers continue to search for yield beyond investment grade corporate bonds, the US private placement market (“USPP market”) can offer insurers both yield enhancement and structural benefits when compared to public investment grade corporate bonds.
View Presentation >>

Bond Duration Got You Here. Now What? (10:00 AM PT)
Eric Stein, CFA, Chief Investment Officer - Fixed Income, Eaton Vance Management
What’s a bond investor to do? Hear Eric Stein’s perspective on the current state of global fixed income markets, as well as unfolding opportunities in a reflationary environment.
View Presentation >>