March 4 - 5, 2025
San Diego, CA
Insurer Investment Forum XXV: Presentations
For your reference, below are the presentations from this year's conference.
Please do note hesitate to reach out to us with any questions or comments. We are happy to answer any questions you might have.
Investments 101
Dan Smereck, Managing Director & Principal, Strategic Asset Alliance
Staff and Board members still becoming familiar with the investment process can join this special breakfast time presentation where SAA will provide an overview of key concepts and terminology; helping attendees better understand the case studies and presentations that makeup this year’s agenda.
A.I. for Insurance: Practical Use Cases, Strategies, and Implementation Insights
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.
Commercial Real Estate: How Real is a CRE Crisis?
Chad Zahner, Head of Structured Securities, New England Asset Management
Should Insurers Expect Shockwaves to their MBS/CMBS Allocation?
Active Fixed Income Management vs. Passive Fixed Income Management
Paul Benson, CFA, CAIA, Head of Systematic Fixed Income Insight Investment
How are models and technologies evolving in fixed income that change the conversation (and perspective) between active and passive bond management.
The Evolution of Insurers’ Fixed Income Portfolios:
Thomas Klem, Managing Director, Head of Insurance Product Specialty, SLC Management
What do insurers’ fixed income portfolios look like now compared to 10 years ago? 20 years ago? What lessons can be taught as insurers look towards the long-term future.