Insurer Investment Forum XVIII
March 20-23, 2018
Disney's Grand Floridian Resort & Spa
Lake Buena Vista, FL 32830

The Only Conference of Its Kind Bringing Together Insurers of All Types"


Julie Stone 
Strategic Asset Alliance 


Tuesday, March 20, 2018 at 6:00 PM EDT
Friday, March 23, 2018 at 12:00 PM EDT

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Disney's Grand Floridian Resort & Spa 
4401 Floridian Way
Lake Buena Vista, FL 32830


Congratulations to Robert Lund, last year's winner of the Market Vision Cup Award.





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 with SAA's highly-regarded Investment Workshop, consisting 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. Experts 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 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 share their current investment views and potential implications of a reversal in central bank policy. 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 "Bond 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.

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View Complete Agenda

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.

And, of course, we will award our annual Market Vision Cup to the attendee who does the best job of forecasting both the S&P 500 and the 10 Year US Treasury yield.

Register soon as attendance is limited to fifty people, in order to maximize the value of the Forum for attendees. We hope you will be able to join us.

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Registration Fees:

Current Clients of SAA and their Spouse/Guest:   Complimentary

All Other Insurers:  $800
Spouse/Guest fee: $150

(The Insurer Investment Forum is open only to insurers and invited Forum sponsors.)

Our Room Block has ended and the Grand Floridian is currently fully booked. For a list of alternative hotels nearby, please contact Eriver Eugenio or visit this link. Optional activity fees to be paid to the Disney's Grand Floridian Resort & Spa by all participants. For information on Disney's Theme Parks, including discounted tickets and 'MyDisneyExperience', please click here.

All rooms must be guaranteed by a one-night deposit. Deposits are fully refundable up to 7 days prior to arrival after which they are non-refundable. Rate includes complimentary self parking or reduced Valet parking at a rate of $20.00. 

By participating in the SAA event, you consent to photography audio recording, video recording and its/their release, publication, exhibiton or reproduction to be used for news, web casts, promotional purposes, inclusion on web sites,or for any other purpose(s) that SAA deems fit to use. You release SAA, it's officers and employees, and each and all persons involved from any liability connected with the taking, recording, didgitizing, or publication of photographs, computer images, video and/or sound recordings.

Insurance Companies That Have Previously Attended: 

AAA Life Insurance AAA Northern CA, NV, UT Aegis Insurance Services, Inc.
AEGON Alaska Municipal League
AmCOMP Preferred Insurance
American Enterprise Mutual
American Fidelity Assurance
American Republic Insurance
Amerisafe Group Anthem Arch Insurance Group, Inc.
Assurity Life Insurance Company Assurity Security Group Inc. Auto Club Inter-Insurance Exchange
Auto-Owners Insurance Aviva USA Balboa Insurance Group
Black Diamond Risk Enterprises Blue Cross Blue Shield of AZ Blue Cross Blue Shield of FL
Blue Cross Blue Shield of TN Brotherhood Mutual Insurance C.L. Frates and Company
CalCPA ProtectPlus CA Casualty Indemnity Exchange California Casualty Mgmt.
California State Automobile Assoc. CAMICO Mutual Insurance Company Canal Insurance Company
CDPHP Caterpillar Insurance Company Chesapeake Employers Insurance
CO Public Employees Retirement Columbian Mutual Life Insurance CHART, RRG
CIRMA CEBCO County Reinsurance, Limited
CORSA El Monte City School District EMC Insurance Companies
Farm Bureau Life Ins. Co. of MI Fidelity Life Association GIRMA
Georgia Municipal Association Gerber Life Gerling Global Reinsurance
Government Entities Mutual Grange Mutual Casualty Company Grinnell Mutual Reinsurance
Guarantee Trust Life Ins. Hannover Life Reassurance
Harleysville Insurance
Hartford Steam Boiler Hastings Mutual HCC Insurance Holdings, Inc.
HSB Group, Inc. ICI Mutual Insurance Company Indiana Farm Bureau Ins
ING Insurance Interlock Industries Kansas City Life
Life Insurance Company of Alabama Lincoln Heritage Life Insurance Co. Londen Insurance
Lynn Insurance Group MA Interlocal Insurance Association World Insurance Co.
Merchants Insurance Group MetLife MHA Insurance Company
MICA Insurance MI Millers Mutual Insurance Midwest Medical Insurance Co
Mutual Ins Co. of Arizona Mutual Protective Insurance National Western Life Ins.
Navigators Insurance Group Nevada POOL/PACT NLC Mutual Insurance Company
NORCAL Mutual Insurance Company Nuclear Electric Insurance Limited Pacific Guardian Life Insurance
Pacific Life Insurance Company Pacificare Life & Health Ins Co. Paratransit Insurance
PMI Mortgage Insurance Pro Mutual Group Prudential Financial
Public Compensation Mutual RLI Insurance Safeco Insurance Companies
Savings Bank Life Ins. of N.Y. SCF Arizona Scottish Re
Sentry Insurance State Compensation Insurance Fund Texas Association of School Boards
Texas Mutual Insurance Company The New York Black Car Fund The Standard
The Warranty Group Trustmark Insurance United Educators Insurance, a RRRG
UNUM Group UnumProvident Utica Mutual Insurance Company
Vanliner Insurance Company Vermont League of Cities and Towns West Bend Mutual
Western & Southern Life Insurance Westfield Group Workers Compensation Fund