Julie Stone 
Strategic Asset Alliance 


Thursday March 30, 2017 at 7:00 AM PDT
Friday March 31, 2017 at 1:00 PM PDT

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Park Hyatt Aviara Resort 
7100 Aviara Resort Drive
Carlsbad, CA 92011

Driving Directions

Before the Conference...

Join the Discussion at the Insurer Investment Forum Online on LinkedIn

Congratulations to Matt Londen, last year's winner of the Market Vision Cup Award.




Insurer Investment Forum XVII
March 30-31, 2017
Park Hyatt Aviara Resort
Carlsbad, CA

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

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.

The Forum will begin with SAA addressing "Uncertain Times Squared: The Future of Investing for Insurers." Additionally, SAA's Principals will lead a group discussion on Your Most Important Issues, as suggested by attendees and based upon our experience. We will also discuss topics outside of traditional core fixed income, including "Thinking Inside the Risky Bucket."

Regulatory and rating agency views will be a major part of that future. Edward Toy of the NAIC Capital Market Bureau and Stefan Holzberger, Chief Rating Officer, AM Best, will participate in an unstructured panel discussion, where you can pose questions anonymously, in advance, or during the discussion.

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View Complete Agenda

Expert speakers from New England Asset Management, Standish Mellon and WisdomTree will broaden the discussion to key strategies they are recommending. Low rates for longer, unprecedented global central bank activities, and uncertain financial markets have made it increasingly difficult to find improved yield and total return opportunities. These highly regarded investment managers will discuss different approaches to augment both your fixed income and equity portfolios.

The conference will conclude with our highly-regarded SAA Investment Workshop, where you can collaborate with other insurers in discussing interesting case studies based upon SAA's actual experiences.

And, of course, we will award our eighth 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.

Reserve your spot for higher-yielding discussions 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.

Register Now!

Registration Fees:

Current Clients of SAA and their Spouse/Guest:   Complimentary

All Other Insurers:  $750
Spouse/Guest fee: $150

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

Optional activity fees to be paid to the Park Hyatt Aviara Resort by all participants:

Please make your hotel reservations with the Park Hyatt Aviara Resort directly at  (760) 448-1234.

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.


When you participate at the SAA event, you will be participating in an event where photography, video and audio recording may occur.

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 the Insurer Investment Forum: 

AAA Life Insurance Company
AAA Northern California, Nevada and Utah
Aegis Insurance Services, Inc.
Alaska Municipal League Joint Insurance Association
AmCOMP Preferred Insurance Company
American Enterprise Mutual Holding Company
American Fidelity Assurance Company
American Republic Insurance Company
Amerisafe Group
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
Blue Cross Blue Shield of FL
Blue Cross Blue Shield of Tennessee
Brotherhood Mutual Insurance
C.L. Frates and Company Insurance Agency
CalCPA ProtectPlus
California Casualty Indemnity Exchange
California Casualty Management Company
California State Automobile Association
California State Automobile Association
CAMICO Mutual Insurance Company
Canal Insurance Company
Capital District Physicians’ Health Plan
Caterpillar Insurance Company
Chesapeake Employers Insurance Company
Colorado Public Employees Retirement Association
Columbian Mutual Life Insurance
Community Hospital Alternative for Risk Transfer
Community Hospital Alternative for Risk Transfer
Connecticut Interlocal Risk Management Agency
County Employee Benefits Consortium of Ohio
County Reinsurance, Limited

County Risk Sharing Authority of Ohio
El Monte City School District
EMC Insurance Companies
Farm Bureau Life Ins. Co. of Michigan
Fidelity Life Association
Georgia Interlocal Risk Management Agency
Georgia Municipal Association
Gerber Life Insurance Company
Gerling Global Reinsurance Corporation of America
Government Entities Mutual
Grange Mutual Casualty Company
Grinnell Mutual Reinsurance
Guarantee Trust Life Insurance Company
Hannover Life Reassurance Co of America
Harleysville Insurance
Hartford Steam Boiler
Hastings Mutual Insurance Co.
HCC Insurance Holdings, Inc.
HSB Group, Inc.
ICI Mutual Insurance Company
Indiana Farm Bureau Ins
ING Insurance
Interlock Industries
Kansas City Life Insurance Company
Life Insurance Company of Alabama
Lincoln Heritage Life Insurance Co.
Londen Insurance
Lynn Insurance Group
Massachusetts Interlocal Insurance Association
Meadowbrook Ins. Group
Merchants Insurance Group
Met Life
MHA Insurance Company
MICA Insurance
Michigan Millers Mutual Insurance
Midwest Medical Insurance Co
Mutual Ins Co. of Arizona
Mutual Protective Insurance
National Western Life Ins.
Navigators Insurance Group
NLC Mutual Insurance Company
NORCAL Mutual Insurance Company
Nuclear Electric Insurance Limited
Pacific Guardian Life Insurance Company
Pacific Life Insurance Company
Pacificare Life & Health Ins Co.
Paratransit Insurance
PEMCO Mutual Insurance Company
Physicians Mutual Insurance
Pinnacol 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
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
Utica Mutual Insurance Company
Vanliner Insurance Company
Vermont League of Cities and Towns
West Bend Mutual Insurance Company
Western & Southern Life Insurance Co.
Westfield Group
Workers Compensation Fund
World Insurance Co.