Presentations

Case Study – American Family Insurance and Venture Capital Investing

Thursday | 10:15 am
Peter Gunder, Chief Business Development Officer, American Family Insurance
Case Study Presentation – Peter Gunder

Case Studies – Application of Insuretech to Health and P&C insurers
Thursday | 11:05 am
Scott Wollney, CEO, Atlas Financial
Anna Haghgooie, Managing Director, Sandbox Industries
Case Study Presentation – Scott Wollney
Case Study Presentation – Anna Haghgooie

Around the Horn: Pressing Insurance Industry Issues Summary (Taxes, ESG, ERM, Accounting, Employment, Operational Efficiency)
Thursday | 1:30 pm
Moderator: Tim Senechalle, CFA, Senior Portfolio Manager, AAM
ATH Presentation 1 – Jeff Rieder
ATH Presentation 2 – Margaret Milkint
ATH Presentation 3 – Michael McLaughlin
ATH Presentation 4 – Pete Wirtala
ATH Presentation 5 – Stacy Crook
ATH Presentation 6 – Chris Gudmastad
ATH Presentation 7 – Stuart Fuller
ATH Presentation 8 – Peter Jachym

Regulatory challenges facing the insurance industry
Thursday | 3:45 pm
Ted Nickel, Commissioner of Insurance, State of Wisconsin

Economic Outlook
Friday | 8:30 am
Chris Low, Chief Economist, FTN Financial
Presentation – Chris Low

Asset Allocation Trends for Insurers and the Overall Institutional Market
Friday | 10:10 am
Nicole Delahanty, FSA, CIMA Managing Director, Defined Contribution Practice, Co-lead and Pension, Lead – Pavilion Advisory Group Inc. (Minneapolis)
Presentation – Nicole Delahanty

AAM Investment Roundtable – Rethinking Risk, a CIO Perspective
Friday | 11:00 am
Moderator: Reed Nuttall, Chief Investment Officer, AAM
Greg Bell, Director of Municipal Bonds, AAM
Scott Edwards, Director of Structured Products, AAM
Afrim Ponik, Senior Credit Analyst, AAM
Elizabeth Henderson, Director of Corporate Credit, AAM
Investment Roundtable Presentation

Disclaimer: Asset Allocation & Management Company, LLC (AAM) is an investment adviser registered with the Securities and Exchange Commission, specializing in fixed-income asset management services for insurance companies. Registration does not imply a certain level of skill or training. This information was developed using publicly available information, internally developed data and outside sources believed to be reliable. While all reasonable care has been taken to ensure that the facts stated and the opinions given are accurate, complete and reasonable, liability is expressly disclaimed by AAM and any affiliates (collectively known as “AAM”), and their representative officers and employees. This report has been prepared for informational purposes only and does not purport to represent a complete analysis of any security, company or industry discussed. Any opinions and/or recommendations expressed are subject to change without notice and should be considered only as part of a diversified portfolio. A complete list of investment recommendations made during the past year is available upon request. Past performance is not an indication of future returns. This information is distributed to recipients including AAM, any of which may have acted on the basis of the information, or may have an ownership interest in securities to which the information relates. It may also be distributed to clients of AAM, as well as to other recipients with whom no such client relationship exists. Providing this information does not, in and of itself, constitute a recommendation by AAM, nor does it imply that the purchase or sale of any security is suitable for the recipient. Investing in the bond market is subject to certain risks including market, interest-rate, issuer, credit, inflation, liquidity, valuation, volatility, prepayment and extension. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. *All figures shown are approximate and subject to change from quarter to quarter. **The accolades and awards highlighted herein are not statements of any advisory client and do not describe any experience with or endorsement of AAM as an investment adviser by any such client.