FINANCE & INVESTMENTS SESSIONS

Global Economic and Investment Outlook

Global Macroanalysis Advisor Thomas Mucha—who focuses on the macro and market implications of geopolitical risk—will present his latest research on what's driving current and future instability at the global level. He'll address the key structural themes of multipolarity, economic inequality and the broad geopolitical impacts of climate change. Other topics will include the importance of the US-China relationship, the outlook for a nuclear North Korea, and the foreign policy implications of a shifting global order, and of course, what all of this means for our portfolios.

​

Speaker:

• Thomas W. Mucha, Vice President, Global Macroanalysis Advisor

How Might AASCIF Members Look Through AM Best's New Rating Lens?

Presenter will discuss AM Best's new rating scorecard, review the changes to AM Best's capital adequacy model (BCAR) from a workers' compensation perspective, and discuss the challenges that AASCIF members could face under new scorecard.

​

Speaker:

• Doug Ostermiller, Executive Vice President, Willis Re

​

​

​

​

​

Industry Peer Analysis and SAA development for AASCIF members

Through a customized composite of AASCIF member companies, this presentation will provide insights on investment behavior including; performance results, portfolio risk profiles and capital/surplus leverage. Views on strategic asset allocation development will be shared as well.

​

Speaker:

• Barton Holl, Head of Insurance Coverage-Americas, DWS

​

​

​

​

​

Pull Up Your SOCs—Understanding AICPA's Service Organization Reports

This session will focus on the AICPA SOC Suite of Services. Presenters will help answer key questions such as: What are the differences in the SOC 1 and SOC 2 reports? What report applies to your organization? How to read and understand a SOC report, and how a report can be relied on to reduce testing in regulatory examinations. Presenters will also provide coaching tips to monitor vendor SOC reports.

Speakers:

• Jason Dunn, CPA, CISA, Audit Manager, Eide Bailly

• Ryan Donahue, CPA, CISA, AFE, AES, Partner, Eide Bailly

Spread Management and The Federal Home Loan Bank’s Lending Program

Expanding investment income and establishing alternative liquidity through the FHLB’s Advance Funding Program. A discussion on investment programs that seek to achieve positive incremental investment income through low cost FHLB funding aligned with structured finance asset management strategies.

​

Speaker:

• Barton Holl, Head of Insurance Coverage-Americas, DWS