Episode 231: Structured Settlements and Smart Systems: A Deep Dive with Independent Life and Loomis Sayles

In this special episode of the InsuranceAUM.com podcast, host Stewart Foley sits down with Erik Troutman, co-head of the Institutional Advisory Group at Loomis Sayles, and Dave Adams, Chief Investment Officer at Independent Life. Recorded live from the University of Chicago's Gleacher Center just before our annual symposium, this episode marks a unique setting where all participants are in the same room, fostering a dynamic and interactive discussion.

 

The conversation explores the complexities and innovations of technology implementation within life companies, with a focus on structured settlement annuities. Dave Adams shares his experiences at Independent Life, highlighting the challenges faced and the pivotal role Loomis Sayles played in integrating advanced tech solutions. Erik Troutman provides insights into how Loomis Sayles’ technology helps streamline asset and liability management, offering a clearer picture of investment strategies and risk metrics.

 

Gain valuable perspectives on managing these intricate financial instruments and learn how cutting-edge technology can enhance performance and operational efficiency in the insurance industry.