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

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  |  Hotel Information

Conference Agenda & Speakers:  |  View Complete Agenda

March 29, 2023: 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.

After Dinner, attendees are also welcome to join (optional) an evening of “Stargazing in the Desert.” Tucson, one of the astronomy capitols of the world, offers up expansive skies in which to view constellations, planets, stars and the moon. A knowledgeable astronomer will assist your journey viewed through high-powered telescopes.

March 30, 2023: Thursday will have a full agenda reviewing the Most Important Insurer Investment Issues and Potential Solutions. As of now, there is an expected recession, starting overseas and then coming to America. With valuations of both bonds and equities drawn lower, the scene is set for higher expected returns in the future, as cash flows are reinvested at higher rates. But, how can we prepare for this uncertain future?

Additionally, SAA will "Stargaze into the Past for Directions into the Future." Why are expert predictions usually wrong? What can we learn from the past and apply to today’s economic and financial markets? And, where should we be aiming our ‘stargazing’ to provide lessons for the future?

Thursday will close with experts from Capital Dynamics, Muzinich, and New England Asset Management addressing potential areas of opportunity for insurers and risk pools in the current market. 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, 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:

Registration Fees:

Current SAA Clients and their Spouse/Guest fee: Complimentary
Non-Client Insurers and Pools:  $975
Spouse/Guest fee: $175
Speaker/Sponsor fee: No Fee
View Cancellation Policy

Click Here to Register >>

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

Hotel Information: Please make your hotel room reservation with the Ritz Carlton Dove Mountian Resort & Spa using this link. You may also call 1-800-241-3333, please be sure to ask for the  Strategic Asset Alliance discounted rate of $429. This rate will be honored until the Forum's room block is filled or until 4:00 pm on February 28, 2023.

The Ritz-Carlton, Dove Mountain is roughly 40 Minutes from Tucson | 90 Minutes from Phoenix

All rooms must be guaranteed. GroupCONNECT is an additional $40. Rate includes complimentary resort fee, internet, self-parking or reduced Valet parking at a rate of $25.00. Check in time is 4:00pm and check out time is before 12:00pm.

AUDIO/VIDEO DISCLAIMER
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