Sunday, September 13
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6:00 p.m.
Aztec Foyer
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Registration
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6:30 p.m.
Aztec
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Welcome Reception
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Monday, September 14
View sessions
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7:30 a.m. - 8:30 a.m.
Flagstaff
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Continental Breakfast
Sponsored by Johnson Lambert & Co. LLP
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8:30 a.m. - 8:45 a.m.
Casa Grande
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Welcome and Opening Remarks
Jeff Politte | Chief Investment Officer
Pharmacists Mutual Insurance Company
James M. Olsen | Senior Director, Accounting and Investment Policy
Property Casualty Insurers Association of America
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8:45 a.m. - 9:45 a.m.
Casa Grande
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U.S. Economic Update
Christopher Low | Chief Economist
FTN Financial
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9:45 a.m. - 10:00 a.m.
Foyer
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Break
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10:00 a.m. - 11:00 a.m.
Casa Grande
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Investing in the Current Market Environments
George T. Cook, CIMA | Institutional Consulting Director
Graystone Consulting, a business of Morgan Stanley Smith Barney LLC
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11:00 a.m. - Noon
Casa Grande
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What's New in the Municipal Bond Market
Brian Battle | Director Tax Exempt Bonds
Performance Trust Capital Partners
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Noon - 1:30 p.m.
Flagstaff
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Luncheon Presentation
Christina Urias | Director of Insurance
Arizona Department of Insurance
Sponsored by Raymond James & Associates, Inc.
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1:30 p.m. - 2:30 p.m.
Casa Grande
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An Update and Outlook on the Corporate Credit Market
Thomas Farina, CFA | Senior Portfolio Manager and Head of the Corporate Section
Deutsche Insurance Asset Management
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2:30 p.m. - 2:45 p.m.
Foyer
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Break
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2:45 p.m. - 3:45 p.m.
Casa Grande
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Federal Home Loan Banks: The Insurance Industry Link to the Capital Markets
Paul J. Imwalle | Senior Vice President
Federal Home Loan Banks
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6:00 p.m. - 7:00 p.m.
Gold Room Patio
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Reception
Sponsored by Prime Advisors, Inc.
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7:00 p.m.
Gold Room
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Dinner
Sponsored by Conning & Company
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8:00 p.m.
Gold Room
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Entertainment
Comedian Michael Davis
Sponsored by Federal Home Loan Systems
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Tuesday, September 15
View sessions
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7:30 a.m. - 8:30 a.m.
Flagstaff
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Continental Breakfast
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8:30 a.m. - 9:30 a.m.
Casa Grande
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Opportunities in Securitized Assets
Akiva Dickstein | Managing Director and Head of Mortgage Portfolio Team
BlackRock
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9:30 a.m. - 10:15 a.m.
Casa Grande
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Does the CAPM Still Work?
Ric Thomas | Head of Alternative Investments
State Street Global Advisors
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10:15 a.m. - 10:30 a.m.
Foyer
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Break
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10:30 a.m. - 11:15 a.m.
Casa Grande
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Implementing ERM: Benefits and Lessons Learned
Patrick Sheridan | Risk Manager
Westfield Insurance Group
Sponsored by FTN Financial Group
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11:15 a.m. - Noon
Casa Grande
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Financial Reporting for Investments
Deborah Whitmore | Partner, National Professional Practice-Financial Services
Ernst & Young
David Chellgren | Vice President, Investment Accounting & Reporting
Conning Asset Management Company
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| Noon - 6:00 p.m. |
Golf or Alternate Activity
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Wednesday, September 16
View sessions
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7:30 a.m. - 8:30 a.m.
Flagstaff
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Continental Breakfast
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8:30 a.m.
Casa Grande
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Investment Derby winners announced and prizes awarded
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8:35 a.m. - 10:00 a.m.
Casa Grande
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Insurer Investment Issues Panel
Alton Cogert | President
Strategic Asset Alliance
James Auden | Managing Director, Property Casualty Insurance
Fitch Ratings
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10:00 a.m. - 10:15 a.m.
Foyer
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Break
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10:15 a.m. - 11:15 a.m.
Casa Grande
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NAIC/Regulatory Developments
James M. Olsen | Senior Director, Accounting and Investment Policy
Property Casualty Insurers Association of America
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11:15 a.m. - 11:30 a.m.
Casa Grande
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Closing Remarks
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