Insurer Investment Forum XVIII

When and Where:
March 20–23, 2018
Disney's Grand Floridian Resort & Spa
4401 Floridian Way
Lake Buena Vista, FL 32830
Target Audience:
Insurance companies of all types, including captive insurance companies
Area of Interest: Investments
Size and Scope:
Number of Attendees: 50
Exhibits: No
Conference Website
This exclusive event is where CEOs, CFOs, CIOs, and board members of insurers of all types participate in higher-yielding discussions and engaging presentations to cover a range of vital investment issues. After Tuesday's Welcome Reception & Dinner, the Forum will begin Wednesday with SAA's highly regarded Investment Workshop. This workshop consists of Case Study sessions, which allow attendees to collaborate and develop strategies that address situations based on SAA's experiences in working with insurance clients. Thursday will have a full agenda of panels and presentations. Expert speakers from ClearArc Capital, New England Asset Management, and Standish Mellon will address, "From QE to QT (Quantitative Tightening): Investment Strategies and Asset Classes that Benefit." These highly regarded investment managers will discuss various approaches to augment your investment portfolios. Standish Mellon will offer a retrospective look at QE and discuss the current state of monetary policy. NEAM will present their findings on current capital market opportunities (Post-QE) for insurers. ClearArc Capital will provide an overview of multi-asset strategies insurers should be mindful of in today's environment. Andrew Edelsberg (Managing Director, Kroll Bond Agency) and Michael Cohen (Principal, Cohen Strategic Consulting) will take part in a panel to discuss the changing demands of Ratings Agencies on Insurer Investments and ERM. Additionally, State Street Global Advisors and Vanguard will participate in "Fixed Income ETFs – Regulatory Changes and Insurer Investments" to discuss regulatory and accounting changes surrounding ETFs. Attendees are invited to ask questions, before and during the panel, directly to the panelists. While SAA hosts the "Investment Seminar for Gov't Risk Pools" every other year, the next Investment Seminar will be part of this year's agenda and will take place on the final day of the conference. The seminar will consist of a case study, a session focused on what strategies SAA is discussing with our pool clients, and then a free-form discussion period where your Pool's specific concerns can be addressed.
Primary Contact: Eriver Eugenio
Phone: 360–255–2500 ext. 102
Sponsoring Organization: Strategic Asset Alliance
11 Bellwether Way, Ste. 209
Bellingham, WA 98225
Web Site
Phone: (360) 255–2500
Fax: (360) 734–2049