Insurer Investment Forum XIX
March 27-28, 2019
Fairmont Grand Del Mar
San Diego, CA 92130

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


Julie Stone
Strategic Asset Alliance


Wednesday, March 27, 2019 at 7:30 AM PDT
Thursday, March 28, 2019 at 6:00 PM PDT

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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 Keith Blosser, 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 higher-yielding discussions and engaging presentations to cover a range of vital investment issues.

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 and only at this special seminar are the most important investment issues facing pools discussed and dissected in detail. Using a case study format, everyone can ask questions and contribute their experience to the mutual knowledge of all pools.

View Complete Agenda

Thursday will have a full agenda reviewing the current US economic expansion and what it might mean for investments in the medium and long-term. SAA will begin the day by looking at the different business cycles within the past 25 years and investigate where in the cycle the US is currently. SAA will then discuss the key metrics both insurers and pools should focus on when utilizing Peer Analysis as part of their investment process and outlook on the investment landscape.

Thursday will close with experts from Eaton Vance, New England Asset Management, and Mellon addressing, "Late Stage Looks: Opportunities and Land Mines in an Aging Economic Expansion." Every stage of the economic cycle brings good and bad investment choices and these highly regarded investment managers will share their thoughts on what those choices might be. These firms will then follow-up with an "Ask the Experts" panel where you can ask about anything that may have arisen at the conference. We suspect, given the variety of opinions, that this will be one of the livelier sessions at the Insurer Investment Forum.

Register Now!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.

Registration Fees:

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

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

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 $345. This rate will be honored until the Forum's room block is filled or until 5:00 pm on February 26, 2019. (Previous year's room blocks have sold out early).

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. 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.

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 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