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Seminar Highlights
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Dr. Donald Ratajczak, PhD. addresses attendees at PCI's Investment Seminar. |
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Over 160 PCI member company and insurance industry CEOs, CFOs, chief investment officers and investment staff, as well as top analysts and strategists gather in Kiawah Island for the 2012 PCI Investment Seminar. The program addressed such topics such as the current U.S. economy, alternative investments, financial reporting, and investing in equity and credit markets.
Industry Expets
Several industry investment experts such as: Dr. Donald Ratajczak, PhD, consulting economist, Raymond James/Morgan Keegan; Jerome Fons, executive vice president, Kroll Bond Rating Agency; Andrew Busch, global currency and public policy strategist, BMO Capital Markets; and John Dillon, chief municipal bond strategist, Morgan Stanley spoke at the seminar.
The seminar also provides an excellent opportunity to share investment strategies with fellow colleagues.
Presentations
To view some of the presentations given at the seminar, please click on the titles below, which will open a PDF file.
Rebuilding Trust in Credit Ratings
Jerome S. Fons | Executive Vice President | Kroll Bond Rating Agency
Global Overview
Andrew B. Busch | Global Currency and Public Policy Strategist | BMO Capital Markets
Insurance CIO Industry Overview
Michael Siegel | Global Head of Goldman Sachs Insurance Asset Management | GSAM
Why Has Everyone Abandoned the Equity Market?
Paul Quinsee | Chief Investment Officer of U.S. Equity Core and Value | J P. Morgan Asset Management
Municipal Bonds
John M. Dillon | Chief Municipal Bond Strategist | Morgan Stanley
Convertible Securities: An Overlooked Asset Class
David Hulme, ASIP | Managing Director & Portfolio Manager | Advent Capital
Bank Loans – How to Improve Your Portfolio’s Handicap!
Jeffrey W. Heuer, CFA Bank Loan Portfolio Manager | Wellington Management
Working Capital Finance Notes
Joseph Mayo | Managing Director and Head of Credit Research | Conning
Economic and Markets Overview
Andrew Coupe | Investment Consultant | Tower Watson
Matthew Stroud | Head of Strategy and Portfolio Construction | Tower Watson
Private Equity: A SMART Approach to Improve Performance and Reduce Risk
Linda S. Chaffin |Vice President | Pathway Capital Management, LLC
Cheryl L. Maliwanag | Director | Pathway Capital Management, LLC
NAIC/Federal Update
Robert M. Gordon | Senior Vice President, Policy Development and Research | PCI
Questions?
For general information regarding the Investment Seminar, e-mail James Olsen, or call him at 847-553-3664.
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