"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/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 60 and the opportunity for peer-to-peer discussions are maximized.

Conference Agenda & Speakers:  |  View Agenda

March 24, 2026: By popular request, the Forum will again start with "Investments 101" to help staff and Board members still becoming familiar with the investment process better understand the key concepts and terminology that will be used throughout the conference. After this introductory session, SAA will lead its 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.

March 25, 2026: Wednesday 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 the presentation of the annual Market Vision Cup competition.

Then, experts from Insight Investment, New England Asset Management, and Victory Capital Management will review key topics and trends facing insurance investors, addressing where/how insurers and risk pools may find opportunity in navigating this evolving landscape. SAA will then lead the "Insurer Investment Forum Think Tank" and invite several experts to the stage to share opinions, stories, and predictions in a fast-paced addition to the conference.

The conference will 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.

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

Note: For Organizations Looking to Register More Than Three (3) Attendees, Please Contact Us to Verify Capacity

~ The Conference is Currently Sold Out and Registration is Closed ~

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

Terms & Conditions

Unable to attend? Let us know here and we'll send you any follow-up materials of interest.

Hotel Room Reservation Information:

Please make your hotel room reservations with the Omni La Costa Resort & Spa by clicking here at this link or calling (800) THE-OMNI. Be sure to ask for the Strategic Asset Alliance discounted rate of $329. This rate will be honored until the Forum's room block is filled or until 5 pm on February 20, 2026.

A nightly resort fee of $30 will be charged. Rate includes basic internet access in guestrooms, daily housekeeping services, and reduced overnight self-parking at a rate of $20.00. Check in time is 4:00pm and check out time is before 11:00am. Cancellation of individual reservations made up to 72 hours prior to arrival will be accepted, and the deposit refunded for those rooms for the full night's stay.

AUDIO/VIDEO DISCLAIMER

By participating in this event, you consent to photography audio recording, video recording and its/their release, publication, exhibition 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, digitizing, or publication of photographs, computer images, video and/or sound recordings.