Insurer Investment Forum XXIV
March 20 - 21, 2024
Fairmont Scottsdale Princess

"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 20, 2024 at 8:00 AM MDT
Thursday, March 21, 2024 at 5:00 PM MDT

Add to Calendar

Register Now!


Fairmont Scottsdale Princess
7575 E Princess Dr
Scottsdale, AZ 85255

Driving Directions


Before the Conference:

View Previous Presentations and Case Studies
Become an InsurerCIO Member

Congratulations to Liam Biever, 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/JPAs 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 20, 2024: 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. SAA has invited Dubravka Romano, Principal, Romano Strategy Advisors, to draw from her vast experience in pooling to reflect on today's environment, and help SAA set the stage for its case study format.

March 21, 2024: Thursday will have a full agenda reviewing the key issues facing insurer investments today and in the future. Strategic Asset Alliance will set the stage for the day's speakers, as well as provide its view on the current state of Artificial Intelligence for insurer investments.

Experts from Insight Investment, New England Asset Management, and SLC Management will review the current interest rate and yield environment from various perspectives, including where/how insurers and risk pools my find opportunity in navigating the (expected) landscape.

After returning from lunch, SAA will then lead the Inaugural Insurer Investment Forum Lightning Round. SAA will invite several experts to the stage to share opinions, stories, and predictions in a fast-paced addition to the conference. In trios, invited participants will be tasked with answering as many questions as possible within the allotted time limit.

The conference will then close with the return of our "Ask the Experts" panel, followed by closing remarks by SAA to review the many key takeaways from the Forum, as well as what may come next.

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:  $1,095
Non-Client Spouse/Guest fee: Complimentary
Speaker/Sponsor fee: No Fee
View Cancellation Policy

Click Here to Register >>

20% Early Bird Rate: Register by Feb. 8, 2024.

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

Hotel Information: Please make your hotel room reservation with the Scottsdale Fairmont Princess Resort & Spa using this link. You may also call 1-800-344-4758, please be sure to ask for the  Strategic Asset Alliance discounted rate of $449. This rate will be honored until the Forum's room block is filled or until 4 pm on February 16, 2024.

A daily resort fee of $25 for single (or $40 double occupancy) will be charged. Rate includes basic internet access in guestrooms, daily housekeeping services, roundtrip bellman porterage,  $25 credit per paid night at Well & Being Spa (this credit is not accumulative and is valid once per day) self-parking rate $25 per day or reduced Valet overnight parking at a rate of $38.00. 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, its 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