Insurer Investment Forum XXII
March 23-24, 2022
Fairmont Grand Del Mar Resort
San Diego, CA 92130

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


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


Wednesday, March 23, 2022 at 8:00 AM PDT
Thursday, March 24, 2022 at 6:30 PM PDT

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Fairmont Grand Del Mar Resort & Spa
5300 Grand Del Mar Ct.
San Diego, CA 92130

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Before the Conference:

View Previous Presentations and Case Studies
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Congratulations to Wayne Carlson, last year's winner of the Market Vision Cup Award.







This exclusive event is where CEOs, CFOs, CIOs and Board members of insurance companies and governmental risk pools participate in collaborative discussions and engaging presentations to cover a range of vital investment issues.

Most importantly, you will have an opportunity to share ideas and opinions with other insurance companies, risk pools, and speakers, as attendance is limited to 50 and the opportunity for peer-to-peer discussions are maximized.

Go To: Day 1 - Agenda  |  Day 2 - Agenda  |  Registration Information  |  COVID-19 Vaccination Policy  |  Hotel Information

Conference Agenda & Speakers:  |  View Complete Agenda

March 23, 2022: The Forum will begin with SAA's highly-regarded Investment Workshop of case study sessions, where attendees collaborate and develop strategies that address situations based on SAA's experiences in working with insurance clients. Attendees will review different investment approaches from the Board and senior management perspectives.

The "Investment Seminar for Gov't Risk Pools" will take place after lunch, where the most important investment issues facing pools are explored and discussed in detail. Using a case study format, everyone can ask questions and contribute their experience to the mutual knowledge of all risk pools.

March 24, 2022: Thursday will have a full agenda reviewing the Most Important Insurer Investment Problems and Potential Solutions. With any luck, we are approaching the land of post-COVID. But, with what kind of challenges has that land left for insurer and risk pooling investments?

Additionally, SAA will explore the current Sci-Fi World that is going through accelerated changes in many areas of our life. And many of those changes are represented in our investment portfolios. In an industry known for its conservative nature, how can your insurer or government risk pool be aware and ready for change in its investment portfolio? Attendees will also hear from a highly regarded insurer CIO on how they are viewing the many facets of cryptocurrency and how it should be approached.

Thursday will close with experts from Muzinich, New England Asset Management, and Nuveen further addressing, "It's a Sci-Fi World." These firms will step back and take a big picture look at the investment arena. Some of their ideas and recommendations will have a short-term time frame (after all, the sci-fi world is happening now) and some will have a medium- or longer-term time frame.

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.

Conference Attire: Business Casual

Registration & Hotel Information:

Register Soon: The conference is limited to 50 total attendees to maximize networking and the 20% Early Bird discount rate expires on February 9, 2022.

Registration Fees:

Current SAA Clients and their Spouse/Guest fee: Complimentary
Non-Client Insurers and Pools:  $800
Spouse/Guest fee: $150
View Cancellation Policy

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

COVID-19 Vaccination Policy: Please note that all attendees are required to provide proof of vaccination against COVID-19. Attendees must submit proof of vaccination via email to  prior to the conference. Once validated, all records of submitted proof will be deleted. Additional guidelines/updates regarding COVID-19 will be shared on this page.

Hotel Information: Please make your hotel room reservation with the Fairmont Grand Del Mar Resort & Spa directly at (855) 314-2030. Please ask for the Strategic Asset Alliance rate of $325. This rate will be honored until the Forum's room block is filled or until 5:00 pm on February 23, 2022 (The Room Block was previously scheduled to close on 2/21, but the deadline been extended).

All rooms must be guaranteed by a one-night deposit. Deposits are fully refundable up to 72 hours prior to arrival, after which they are non-refundable. Resort Fee is an additional $35. Rate includes complimentary self-parking or reduced Valet parking at a rate of $20.00. Check in time is 4:00pm and check out time is before 12:00pm.

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.

Sample of Past Attendees: 

AAA Life Insurance AAA Northern CA, NV, UT Aegis Insurance Services, Inc.
AEGON Alaska Municipal League
A.I.M Mutual Insurance
American Enterprise Mutual
American Fidelity Assurance
American Republic Insurance
Amerisafe Group Anthem Arch Insurance Group, Inc.
Assurity Life Insurance Company ASCIP 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 Farmers Mutual of TN
Georgia Municipal Association Gerber Life Genesee Patrons Coopeartive
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.
Independent Life. 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
LMCIT MA Interlocal Insurance Association M Life Insurance Co.
Merchants Insurance Group MetLife MHA Insurance Company
MICA Insurance Maryland Auto 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 Penn National Ins Co. Paratransit Insurance
PMI Mortgage Insurance Prime Insurance Prudential Financial
Public Compensation Mutual RLI Insurance Safeco Insurance Companies
Savings Bank Life Ins. of N.Y. CopperPoint Mutual
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
TMLIRP Trustmark Insurance United Educators Insurance, a RRRG
UHA Health SFM Mutual Utica Mutual Insurance Company
VA Transit Liability Vermont League of Cities and Towns West Bend Mutual
Western & Southern Life Insurance Westfield Group Workers Compensation Fund