The AAMInvestment Conference

2020 Client Conference coming soon.

The AAM Investment Conference

In June 2020, AAM will host our investment conference in Chicago. This biennial event is designed to facilitate discussions on issues within insurance industry and the broader financial markets, as well as to give clients an opportunity to spend quality time with their portfolio management team and to give prospects an opportunity to get to know AAM better.

Combining outside experts and AAM leadership, this two day conference in Chicago will be a great opportunity to touch base with the insurance industry.

Agenda

Thursday, June 28th

6:00 – 7:00 am

Guided Run/Walk (Meet in lobby of Loews hotel @ 6:00 am)

7:30 – 8:30 am

Registration and breakfast – The Gleacher Center

8:30 – 8:45 am

Welcome and Opening Remarks

John Schaefer, Chairman & CEO
AAM Insurance Investment Management

8:45 – 10:00 am

A.M. Best Presents: A 25-Year Insurance Industry Look Back & Look Ahead

Stefan Holzberger, Senior Managing Director and Chief Rating Officer, A.M. Best
Andrea Keenan, Senior Managing Director, Industry Relations, A.M. Best

10:00 – 10:15 am

Break

10:15 – 11:05 am

Case Study – American Family Insurance and Venture Capital Investing

Peter Gunder, Chief Business Development Officer
American Family Insurance

11:05am – 12:00 pm

Case Studies – Application of Insuretech to Health and P&C insurers

Scott Wollney, CEO, Atlas Financial
Anna Haghgooie, Managing Director, Sandbox Industries

12:00 – 1:30 pm

Lunch

Gary Fencik
Chicago Bears Super Bowl XX Champion

1:30 – 2:30 pm

Around the Horn: Pressing Insurance Industry Issues Summary (Taxes, ESG, ERM, Accounting, Employment, Operational Efficiency)

Moderator: Tim Senechalle, CFA, Senior Portfolio Manager, AAM

Panelists:

Jason Simkin, CPA, Simkin CPA, LLC
Mike McLaughlin, Portfolio Manager, AAM
Peter Wirtala, Insurance Strategist, AAM
Stacy Crook, Director of Investment Accounting, AAM
Margaret Milkint, Managing Director, The Jacobson Group
Jeff Rieder, CEO, Ward Group
Chris Gudmastad, VP & Senior Investment Officer, Securian Asset Management
Peter Jachym, President, Insurance Business Development, Weiss Multi-Strategy Advisors
Stuart Fuller, Portfolio Manager, Muzinich & Co.

2:30 – 3:15 pm

How to Make the Most of Your Rating Agency Relationship

Andrew Edelsberg, CPA, FLMI, Managing Director, Insurance, Kroll Bond Rating Agency
Patrick Curboy, Associate Director, Insurance, Kroll Bond Rating Agency

3:15 – 3:45 pm

Break

3:45 – 4:35 pm

Regulatory challenges facing the insurance industry

Ted Nickel, Commissioner of Insurance
State of Wisconsin

4:35 pm

Adjourn

5:45 pm

Bus leaves from Loews to Museum of Broadcast Communications

6:00 pm

Tour Saturday Night Live exhibit (Drinks and dinner)

You’ve watched Saturday Night Live for years and this exhibit gives you a behind the scenes view unlike any other. You’ll be able to walk through the typical production week and see first hand what it takes to put the show on the air every Saturday night. You’ll see actual scripts, sets and costumes and via video you’ll hear from the people that write, produce and perform the show and see clips of their most famous sketches. It’s a truly unique experience.

9:00 pm

Bus returns to Loews

Please note: Gene Pretti, CEO, Zazove Associates will be available on Thursday afternoon for one-on-one meetings.

Friday, June 29th

7:45 – 8:30 am

Breakfast: The Gleacher Center

8:30 – 9:45 am

Economic Outlook

Chris Low, Chief Economist
FTN Financial

9:45 – 10:10 am

Break

10:10 – 11:00 am

Asset Allocation Trends for Insurers and the Overall Institutional Market

Nicole Delahanty, FSA, CIMA Managing Director, Defined Contribution Practice,
Co-lead and Pension, Lead - Pavilion Advisory Group Inc. (Minneapolis)

11:00 am – 12:15 pm

AAM Investment Roundtable – Rethinking Risk, a CIO Perspective

Moderator: Reed Nuttall, Chief Investment Officer, AAM

Panelists:

Elizabeth Henderson, CFA, Director of Corporate Credit, AAM
Greg Bell, Principal, Director of Municipal Bonds, AAM
Scott Edwards, CFA, Director of Structured Products, AAM
Afrim Ponik, Senior Credit Analyst, AAM

12:15 pm

Adjourn

Location

Chicago, IL | Gleacher Center | Booth School of Business

Once again, we will be hosting the investment conference at the University of Chicago’s Gleacher Center. Located a mile from AAM’s offices in the Inland Steel building, it provides an ideal collegial environment for sharing presentations and industry insights.

Reserve your room.

Loews Chicago Hotel | Downtown Chicago

On behalf of the attendees of the Investment Conference AAM has negotiated a discounted room rate at the Loews Chicago of $199 per night for a deluxe king and $229 per night for a double.

The Loews is conveniently located an easy one block walk from the Gleacher Center where the conference is being held. And, it’s walkable to Michigan Avenue, Navy Pier, the lakefront and the Riverwalk.

The rate includes complimentary Wi-Fi and access to the Fitness Center which features recently added Peloton training bikes and a beautiful lap pool.

Rooms in this block are limited and can only be held until May 27, 2018 or until sold out, which ever comes first. Summer in the city of Chicago is an eventful, fun and busy time so be sure to secure your reservation and the group rate as soon as possible.

Get moving.

AAM is hosting a morning run/walk through downtown Chicago on Thursday, June 28. The guided run/walk will cover two different routes, one approximately two miles and one around four miles through Chicago’s downtown and along the Lake Michigan shore. We'll meet in the lobby of the Loews Chicago Hotel at 6:45 am – sign up for the run when you register!

Things to do in Chicago

Thinking of spending the weekend in Chicago and wondering what to do? Take a look below at just a few of the many choices Chicago has to offer here.

Last Year's Speakers

Click headshots for bios.

AAM Speakers

Guest Speakers

About AAM

We are an investment management firm designed for the insurance industry.

Success in a constantly evolving market requires an investment manager with a flexible approach. Our firm’s size allows us to be nimble as we take advantage of market opportunities, but the depth of our relationships with issuers and intermediaries results in institutional level execution. Combine this with leading insurance expertise, and clients achieve long term success

Success in a constantly evolving market requires an investment manager with a flexible approach. Our firm’s size allows us to be nimble as we take advantage of market opportunities, but the depth of our relationships with issuers and intermediaries results in institutional level execution. Combine this with leading insurance expertise, and clients achieve long term success

Our History

Asset Allocation & Management Company, LLC (AAM) is a registered investment advisor with the SEC and was founded in 1982 to provide insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment. AAM is dedicated to meeting insurance company needs, with expertise across asset classes. We manage $23.9 billion in assets for approximately 114 insurance company clients, across all segments of the industry.

Learn more about us here.