Meet Our Directors

Nathan Simon,
Investment Consultant

In his role, Mr. Simon serves as an investment consultant for both insurance companies and governmental risk pooling clients; advising on all aspects of their investment program. Additionally, he leads SAA’s investment manager research & due diligence across all asset classes.

Investment Responsibilities of a Governing Body and its Individual Members

As part of AGRiP's Governance Conference 2024, we presented a session to help attendees understand the investment responsibilities of a pool’s governing body, as well as an individual trustee serving your pool.

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Nathan Simon, Director, Strategic Asset Alliance

This review is to help governing body members consider their role in understanding appropriate investment types for the pool, how to determine investment risk, and when to consider potential alternatives. Additionally, stories about real pools to help compare and contrast your pool to others are highlighted.