Insurers CML Investment Retreat 2026
An exclusive gathering for American Savings Life Insurance Company's loan participation partners and invited guests.
Thank You for a Wonderful Retreat!
The inaugural Insurers CML Investment Retreat has come to a close, and we are deeply grateful to every participant who joined us at the JW Marriott Phoenix Desert Ridge. Your engagement, enthusiasm, and collegiality made this event truly special.
From the opening reception and networking dinner to the business sessions and afternoon adventures, it was a pleasure spending time with each of you. We hope the connections made and ideas exchanged will continue to bear fruit in the months ahead.
A heartfelt thank you to our sponsors — Parkway Advisors, Larson & Co., and Trilogy Actuarial Solutions — for their generous support in making this event possible.
Looking Ahead
Could There Be a 2027 Retreat?
We are already reflecting on the possibility of bringing everyone back together. Stay tuned — a future retreat in the fall of 2027 may be on the horizon. We'll be in touch as plans develop. We look forward to seeing you again!
About the Retreat
A two-day experience combining commercial mortgage lending insights with memorable networking opportunities
- Strengthening partnerships through shared experiences
- In-depth education on ASL’s LifeCo bridge loan niche and portfolio performance
- Interactive sessions, including a live loan case study
- Networking with industry peers through memorable activities and social events
Retreat Agenda
Day 1 - Tuesday, April 7
Arrival & Welcome Reception
Travel & Arrival
Complimentary rides available from Phoenix Sky Harbor airport to the JW Marriott Phoenix Desert Ridge Resort & Spa.
Optional Pickleball Round-Robin
Those arriving early enough are welcome to join us for a friendly pickleball
round-robin "tournament" at the resort's premier pickleball facility!
Welcome Reception
Opening reception at the resort
Dinner
Kick-off dinner at Mastro's Steakhouse North Scottsdale.
Dessert Bake-Off
Group dessert-making competition at Classic Cooking.
Day 2 - Wednesday, April 8
Education & Adventure
Networking Breakfast
Business Meeting
Educate:
- Commercial Real Estate Market Update
- The pros/cons for CMLs vs alternatives in an Insurer's Portfolio
- What ASL's LifeCo Bridge Loans are and their niche in CRE financing
- Report on ASL's loan portfolio performance the last 20 years and participation loans specifically
- Understanding key lender protections included in our loan documents and understanding recourse vs. nonrecourse with bad boy carve-outs
Collaborate:
- Case Study: Decide the fate of a real life loan request as an investment committee member & hear each committee's decision and why
- Discuss pros/cons of options to increase our loan volume by possible changes to our loan program, parameters, pricing, etc.
- Discuss ASL's lending growth goals and explore how our loan participation program should evolve with the growth
Networking Lunch
Choose your own adventure
Farewell Reception
Farewell reception at the resort
Farewell Dinner
Farewell dinner Thursday evening at Tia Carmen Desert
Ridge, featuring authentic Mexican cuisine in a vibrant atmosphere.
Venue
JW Marriott Phoenix Desert Ridge
Luxury Resort & Spa
📍 5350 E Marriott Dr, Phoenix, AZ 85054
Nestled within the serene beauty of Arizona's Sonoran Desert, this luxurious resort offers world-class amenities and unforgettable experiences.
⛳ Championship Golf: Two championship courses with PGA professional instructors
🏓 Premier Pickleball: 17 courts with pro shop and certified instruction
🏊 Spectacular Pools: Five pools, lazy river, and luxurious cabana cottages
Hosted By
American Savings Life Insurance Company
American Savings Life Insurance Company is proud to host the inaugural Insurers CML Investment Retreat. Founded in 1954 in Phoenix, Arizona, ASL has been providing financial security and peace of mind to families and businesses for over 70 years. ASL specializes in life insurance, annuity, and lending products, growing through prudent management and a focus on superior financial strength.
Our Sponsors
Premier Sponsor
Sponsors
