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LIC Investment & Capital Management Committee Meeting

Small-Company Investment and Capital Management Strategies

10/22/2025 - 10/23/2025
Hosted by Optimum Life Reinsurance, Dallas, TX

Overview

Who Attends

CEOs, CFOs, and senior-level investment and capital management executives at LIC member companies and other small-to-midsize life insurance companies and fraternal organizations.

Highlights

The LIC Investment & Capital Management Committee Meeting is a chance for investment executives from small-to-midsize life insurance companies and fraternals, and relevant service providers, to get together in a unique peer networking meeting. Join us to learn, share your thoughts, and get feedback from other small companies similar to yours as well as vendors interested in working with smaller companies.

The meeting brings together 15-20 small-to-midsize life insurance company investment/capital management executives and relevant vendors. The meeting will include speaker presentations as well as activity reports and facilitated discussion among the attendees.

The itinerary begins with an optional luncheon for insurance company and fraternal attendees at noon on Wednesday, October 22, hosted by American Savings Life, Parkway Advisors, Optimum Life Re and Optimum Quantvest. The official meeting will begin at 2:00 p.m. on Wednesday, October 22, with Welcome & Introductions and presentations, followed by Hosted Networking Dinner. Meeting Day 2 on Thursday, October 23, will wrap up with lunch 11:30 a.m. to 12:30 p.m.

This meeting is in person only.

Who Can Attend

The meeting is open to insurance company executives, with a discounted registration fee for LIC members, group discounts, and a discount for fraternal members of the American Fraternal Alliance. Affiliate Members/Vendors must sponsor the meeting in order to send a representative (see LIC sponsorship opportunities).

See Who's Coming

The following is a list of earlybird registrants as of October 3.

American Savings Life - CEO
American Savings Life - Chief Financial Officer
American Savings Life - EVP/COO
American Savings Life - BDO
Catholic Order of Foresters - President and Chief Executive Officer
Clearpoint Advisors - President
ELCO Mutual Life & Annuity - EVP/CRO
ELCO Mutual Life and Annuity - CFO/Treasurer
Fitch Ratings - Head of Private Credit
Government Personnel Mutual Life Insurance Company - VP Investments
Institutional Architects - Managing Partner
InsurTech NY - Managing Director
Invesco - Managing Director, Insurance Relationship Manager
KSKJ Life - CFO
KSKJ Life - President & CEO
Lifeshield - President
National Farm Life Insurance Company - COO & Treasurer
New England Asset Management - Insurance Investment Solutions Advisor
New England Asset Management - Head of Enterprise Capital Strategy
Optimum Quantvest - Senior Vice-President
Optimum Re - Chief Investment Officer
Parkway Advisors - VP of Corporate Development
SWBC Life Insurance - President & Chief Executive Officer
SWBC Life Insurance - Managing Director, Wealth Mgmt and Portfolio Manager
United Benefits, Inc. - President
United Funeral Directors Benefit - Financial Analyst
Universal Fidelity Life - President & CEO
Universal Fidelity Life - AVP

Agenda

Registration

LIC Committee Meetings are open to insurance companies/fraternals, as well as vendors/service providers that are sponsoring the meeting. Sponsorship Fee will be billed separately (see LIC Sponsorships). 

Insurance Companies

  • LIC Member: $225
  • LOMA/LIMRA Member: $275
  • Nonmember: $375
  • Earlybird Discount: Sign up by October 7 and save $50
  • Group Discount: After one paid registration, insurance carriers and fraternals can use code GRP50 for 50% off additional attendees
  • Fraternals: AFA Member Societies save $100 - register at the AFA Website. 

Affiliates/Vendors

  • LIC Member Sponsorship Fee: $875 billed separately
  • Nonmember Sponsorship Fee: $1375 billed separately
  • Includes one attendee (code SPONSOR) - limit one per company

Cancellation Policy

Refund Policy: All cancellations/substitutions and refund requests must be received in writing - please submit your request to customer.service@limra.com. Cancellations received by October 15, 2025, will be refunded, less a $25 processing fee. No refunds will be issued after October 15. Substitutions are allowed at no charge.

Register

Hotel / Venue

Meeting Venue

Optimum Life Reinsurance
1345 River Bend Dr Suite 100
Dallas, TX 75247


Getting There

Optimum Re is 15 minutes (12 miles) from Dallas Fort Worth International Airport (DFW) and 10 minutes (3 miles) from Dallas Love Field (DAL).


Recommended Hotel

Virgin Hotels Dallas
1445 Turtle Creek Blvd
Dallas, TX 75207

The corporate negotiated rate is $179/night plus tax. Valet parking is $25 per night (no self-parking). For reservations please use the link below or you can call the hotel directly and mention the “Optimum Life Reinsurance” corporate rate:

https://virginhotels.com/dallas/reservations#/booking/step-1?&promo=COROLI

There is no room block for this meeting; attendees should make reservations as soon as possible at the Virgin Hotel or best-available rate at their choice of hotel near Optimum Re. 

Sponsors

Non-insurance companies must be a sponsor in order to send a representative to an LIC Committee Meeting. Reserve your sponsorship today! LIC Sponsorship Form

Thank You To Our Meeting Sponsors!

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