Insurer Investment Forum XXI
March 17-18, 2021
Virtual Conference

"The Only Conference of Its Kind Addressing Investment Issues for Insurers & Risk Pools of All Types"


Julie Stone
Strategic Asset Alliance
360-255-2500 ext. 103

Eriver Eugenio
Strategic Asset Alliance
360-255-2500 ext. 102


Wednesday, March 17, 2021 at 9:00 AM PDT
Thursday, March 18, 2021 at 11:00 AM PDT

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This is an online event.

Before the Conference:

View Previous Presentations and Case Studies
Become an InsurerCIO Member

Congratulations to last year's Market Vision Cup winner: Jeff Thompson, TML Risk Pool!



This exclusive event is where CEOs, CFOs, CIOs and Board members of insurers and risk pools of all types participate in illuminating discussions and engaging presentations to cover a range of vital investment issues.

The Forum will return virtually and begin with SAA's highly-regarded Investment Workshop of case study sessions (limited to the first 40 registrants), where attendees collaborate and develop strategies that address situations based on SAA's experiences in working with insurance and risk pooling clients.

Attendees will review different investment approaches from the Board and senior management perspectives. Using a case study format, attendees can ask questions and contribute their experience to the mutual knowledge of all attendees.

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Wednesday will conclude with SAA's leadership addressing the most pressing investment challenges insurers and risk pools currently face, including risk appetite during these uncertain times, the growing interest in E.S.G. investing, and navigating the fixed income portfolio in a low rate environment (no attendee limit).

Thursday (no attendee limit) will close with experts from AllianceBernstein, Allianz Global Investors, and Eaton Vance addressing a, "Low Rates for Longer Playbook."

The Fed has said to expect rates to be near zero for the next two to three years. What solutions to this dilemma are being proposed by some of the top investment managers? Hear from some of the experts and what they are telling their clients. Has your investment manager discussed some of these solutions?

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.

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Registration Fees:

Current SAA Clients and their Spouse/Guest: Complimentary
Non-Client Insurers and Risk Pools: Complimentary

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

For the case study sessions, organization representation will be limited to two attendees.

Past Attendees: 

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 Health 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

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.

This event is closed to the media.

CFA Institute allows its members the ability to self-determine and self-report continuing education credits earned from external sources. CFA Institute members are encouraged to self-document such credits in their online PL tracker. .