March 24 - 25, 2026
Carlsbad, CA
View Agenda >>
Insurer Investment Forum XXVI: 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: A Primer for Insurance Decision-Makers
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.
Investments 201: Applied Decision-Making for Insurance Investment Committees
Dan Smereck, Managing Director & Principal, Strategic Asset Alliance
A continuation of ‘Investments 101’ to discuss more detailed concepts and terminology.
Structured Credit: Esoteric ABS and Private Asset-Based Finance
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.
Industry Perspectives: Life, Health, and P&C
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)?
Multi-Asset Credit: Navigating Through Current Market Conditions
Jeff Galloway, SVP, Portfolio Manager, Senior Credit Analyst, Pioneer Investments
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?
