Arizona Captive Insurance Association
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  • April Virtual Program - CLE Offered!

April Virtual Program - CLE Offered!

  • 20 Apr 2022
  • 7:30 AM - 8:45 AM
  • Virtual via Zoom

Registration

  • Recognition on the website, email blasts
    Opportunity to speak during the program

Registration is closed

The Good, the Bad, The Ugly – Positioning your Captive Assets in Uncertain Times


Join us on Wednesday, April 20, 2022


Anjanette Fowler

PNC Institutional Asset Management

 

Anjanette Fowler is a Managing Director with PNC Institutional Asset Management and member of the Insurance & Specialized Industries Group which focuses on providing investment, custodial, and banking solutions to the captive insurance industry. She brings over 27 years of investment portfolio management experience working solely with insurance companies, both commercial and captives, as well as a valuable understanding of the dynamics and complexities particular to the captive industry.

 

Anjanette is a frequent speaker at insurance and risk management conferences and is actively involved in supporting the industry through her involvement in numerous insurance associations and events, including the current chair of the Captive Insurance Companies Association’s Amplify Women Committee.

 

 

Samuel Michalove, CFA, CAIA,

PNC Institutional Asset Management

 

Samuel Michalove is a Senior Investment Advisor in PNC’s Institutional Asset Management, team based in Phoenix, AZ. As a senior investment advisor for PNC Institutional Asset Management® (PNC IAM), Samuel works exclusively to maintain strong and collaborative relationships with PNC IAM’s largest OCIO clients, representing retirement, nonprofit, foundation and corporate assets. Samuel has spent his career helping organizations and institutional investors design and implement multi-asset investment portfolios. His expertise is in areas of alternative assets, risk management, portfolio construction, investment policy design, and sustainable investing.

 

Prior to joining PNC, Samuel served as the Director of Investment Strategy & Portfolio Management for Arizona State University Enterprise Partners’ $1.5B investment program. He was responsible for the development and implementation of investment strategy, portfolio construction, risk analytics, and alternative investment due diligence. Samuel started his career at Vanguard, most recently serving in their Institutional Investment group where he worked with non-profit, healthcare, corporate, and pension clients.

 

Samuel is an investment committee member of the Jewish Community Foundation of Greater Phoenix and an active member of the Phoenix CFA Society. Samuel holds a Bachelor of Science in Finance from Arizona State University.



CLE & CPE Offered


The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1 hour toward your annual CLE requirement for the State Bar of Arizona, including 1 hour(s) of professional responsibility.

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