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.

Attendees joining this session are welcome to bring their breakfast to the presentation room.

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.

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.

Investments 201 (8:30 AM)

A continuation of ‘Investments 101’ to discuss more detailed concepts and terminology.

Attendees joining this session are welcome to bring their breakfast to the presentation room.

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.

Presenter:
Craig Armstrong, Senior Portfolio Manager, Insight Investment

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.

Presenter:
Mark Yu, Head of Enterprise Capital Strategy, New England Asset Management

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)?

Presenter:
Jeff Galloway, SVP, Portfolio Manager, Senior Credit Analyst, Pioneer Investments/Victory Capital

How is the market outlook for the remainder of 2026 (and beyond) affecting credit investors and their perspectives on security selection, sector allocation, as well as credit and interest rate risk?

Participants:
AAM – Insurance Investment Management
Conning
First Eagle Investments
Income Research & Management
State Street Investment Management

Moderator:
Lucy Rimsky, Director, Strategic Asset Alliance
Nathan Simon, Director, Strategic Asset Alliance

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.

Participants:
Craig Armstrong, Insight Investment
Mark Yu, New England Asset Management
Jeff Galloway, Pioneer Investments/Victory Capital

Moderator:
Alton Cogert, Strategic Asset Alliance

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.