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Insurer Investment Forum XXVI: Agenda
All Times PST | Conference Attire: Business Casual
View: Day 1 - Agenda | Day 2 - Agenda | View PDF | Registration Page
| 8:00 A.M. to 9:30 A.M. |
Breakfast |
| 8:30 A.M. to 9:25 A.M. |
Investments 101
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. breakfast from the buffet. Attendees joining this session are welcome to bring their breakfast to the presentation room. |
| 9:30 A.M. | SAA’s Insurer Investment Workshop
Join your peers in a discussion of case studies based on SAA’s experience in working closely with insurance clients. SAA’s Principals will lead attendees in conducting, and then comparing, asset allocation decisions from both strategic and tactical perspectives. |
| Noon | Lunch |
| 1:30 P.M. | Investment Seminar for Government Risk Pools
Only at this special Investment Seminar are the most important investment issues facing pools discussed and dissected in detail. It will be educational, answering your questions from the basics through what the most important investment issues for pools are currently facing. |
| 4:30 P.M. | Adjourn |
| 6:00 P.M. | Reception & Dinner Location: Canyon Terrace |
| 8:00 A.M. | Breakfast |
| 9:00 A.M. | Welcome & Opening Remarks: Setting the Stage
Presenter: Alton Cogert, President & CEO, Strategic Asset Alliance Today’s agenda will cover several key topics facing insurer investments today and in the future. This opening session will provide an overview of what issues will be addressed by the day’s various speakers and why these topics should be on top of every insurer’s mind. Additionally, SAA will present a special rendition of the annual Market Vision Cup to commemorate the 25th anniversary of the event and competition. |
| 9:30 A.M. | Presenter: TBA |
| 10:15 A.M. | Break |
| 10:25 A.M. | Structured Credit: Esoteric ABS and Private Asset-Based Finance
Presenter: The changing landscape of the securitized market and how insurers and risk pools can use the versatile asset class from high grade liquidity needs to less liquid private needs. |
| 11:10 A.M. | Break |
| 11:20 A.M. | Industry Perspectives: Life, Health, and P&C
Presenter: Investment markets saw plenty of changes and uncertainty this past year – how have insurers’ portfolios shifted based on their line of business (and operational needs)? |
| 12:05 PM | Lunch |
| 1:35 P.M. |
Presenter: |
| 2:15 P.M. | Break |
| 2:30 P.M. | The Insurer Investment Forum Think Tank
Participants:
Moderator:
SAA will invite several experts to share potential ideas that may address issues and hypothetical scenarios poised to them by the moderator. These issues and scenarios will reflect what many insurance companies are facing today. |
| 3:30 P.M. | Break |
| 3:45 P.M. | Ask the Experts
Participants:
Moderator:
In this fast paced, free-for-all session, we place all three investment manager presenters, as well as SAA, on the ‘hot seat’ about any question that may have arisen at the conference. We suspect, given the variety of opinions, that this will be one of the livelier sessions. |
| 4:45 P.M. | Closing Remarks & Adjourn: Alton Cogert, Strategic Asset Alliance |
| 4:50 P.M. | Farewell Reception |