Sunday, September 7
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6:00 p.m.
Ballroom Foyer
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Registration
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6:30 p.m.
Capitol View Terrace North
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Welcome Reception
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Monday, September 8
View sessions.
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7:30 a.m. - 8:30 a.m.
Capitol View Terrace |
Continental Breakfast
Sponsored by Raymond James and Associates
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8:30 a.m. - 8:45 a.m.
Capitol D |
Welcome and Opening Remarks
Raymond A. Schmalz
Vice President, Cash and Investments
California State Automobile Association Inter-Insurance Bureau
James M. Olsen
Director, Insurance Accounting and Investment
Property Casualty Insurers Association of America
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8:45 a.m. - 9:45 a.m.
Capitol D |
Economics and the U.S. Election
Arthur B. Laffer, Ph.D.
Founder and Chairman
Laffer Associates
Sponsored by State Street Global Advisors
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9:45 a.m. - 10:00 a.m.
Ballroom Foyer |
Break
Sponsored by Deutsche Insurance Asset Management
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10:00 a.m. - 11:00 a.m.
Capitol D |
Coping with the Future in a Time of Change
John L. Manley
Senior Equity Strategist, Global Wealth Management
Citi Smith Barney
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11:00 a.m. - Noon
Capitol D |
State of the Municipal Bond Market
Thomas G. Doe
Founder and Chief Executive Officer
Municipal Market Advisors, Inc.
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Noon - 1:30 p.m.
Capitol View Terrace |
Luncheon Presentation
Business Impacts of Regulation and the Reporting Systems on Insurance Company Portfolio Investments
Jose Montemayor
Principal
Black Diamond Capital Partners
Sponsored by Principal Global Investors
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1:30 p.m. - 2:30 p.m.
Capitol D |
Investing in Tax Credits
Daniel L. Torgerson
Director of Tax Credit Investing
Affordable Equity Partners, Inc.
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2:30 p.m. - 2:45 p.m.
Ballroom Foyer
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Break
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2:45 p.m. - 3:45 p.m.
Capitol D |
Utilizing Convertibles in the Asset Allocation Process
Thomas F. Landstreet
Director, Business Development
Laffer Associates
J. Stanley Rogers, Jr.
Portfolio Manager, Convertible Securities
Laffer Associates
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6:00 p.m. - 7:00 p.m.
Ballroom Foyer |
Reception
Sponsored by Prime Advisors, Inc.
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7:00 p.m.
Capitol View Terrace |
Dinner
Sponsored by Conning and Company
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8:00 p.m.
Capitol View Terrace |
Entertainment
Comedian and Magician Nick Lewin
Sponsored by Federal Home Loan System
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Tuesday, September 9
View sessions.
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7:30 a.m. - 8:30 a.m.
Capitol View Terrace |
Continental Breakfast
Sponsored by FTN Financial
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8:30 a.m. - 9:30 a.m.
Capitol D |
U.S. Economic Update
Christopher Low
Chief Economist
FTN Financial
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9:30 a.m. - 10:15 a.m.
Capitol D |
Alternative Investments Mezzanine Loans
Michael Koester
Managing Director
Goldman Sachs
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10:15 a.m. - 10:30 a.m.
Ballroom Foyer
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Break
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10:30 a.m. - 11:15 a.m.
Capitol D |
Venture Capital/Growth Equity (VC/GE) Investment Opportunities
Joe Aragona
Founder and General Partner
Austin Ventures
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11:15 a.m. - Noon
Capitol D |
U. S. Insurers Peer Group Analysis
Radcliffe J. Smith
Director, Insurance Industry Structured Product Marketing
Barclays Capital
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| Noon - 6:00 p.m. |
Golf Outing or Alternate Activity
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Wednesday, September 10
View sessions.
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7:30 a.m. - 8:30 a.m.
Capitol View Terrace
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Continental Breakfast
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8:30 a.m. - 10:00 a.m.
Capitol D |
Insurer Investment Issues Panel
Moderator:
Alton Cogert
President
Strategic Asset Alliance
Panelists:
Steven C. Doire
Managing Director
Deutsche Insurance Asset Management
Thomas S. McIntyre
Principal
Tillinghast /Towers Perrins
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10:00 a.m. - 10:15 a.m.
Ballroom Foyer
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Break
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10:15 a.m. - 11:15 a.m.
Capitol D |
NAIC/Regulatory Developments
Sarah Moe
Director, Political Affairs
Property Casualty Insurers Association of America
James M. Olsen
Director, Insurance Accounting and Investment
Property Casualty Insurers Association of America
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11:15 a.m. - 11:30 a.m.
Capitol D
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Investment Derby winners announced and prizes awarded.
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