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SOA 2003 Annual Meeting & Exhibit
Below you will find presentations from various sessions at the SOA Annual Meeting in Orlando, FL held on October
26-29, 2003. Please note that some may have multiple presentations from different authors/presenters and
that some are not available.
- Session #1 GS
(Handout Not Available)
- General Session
- Dr. J. Craig Venter
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- Session #3 PD (Handout Not Available)
- Rating and Underwriting of Employer Stop Loss
- Daniel L. Wolak, Achim Matthias Dauser, Stephen J. Gaspar, Gregory J.
Sullivan
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- Session #4 PD
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Individual Disability Underwriting Recovery: Has Anything Really Changed?
- Thomas K. Penn–David, William J. Bossi, Richard Noel Ferree, W.
Scott Gilliam
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- Session #5 PD (Handout Not Available)
- Trends in Distribution in International Markets
- Shumei R. Kuo, Robert Daly, Luis Huerta–Rosas, Bruce A. Lundeen
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- Session #6 PD (Handout Not Available)
- Equity Analysts Look at Insurers (Still)
- Hubert B. Mueller, Colin Devine, Thomas G. MacKinnon, Steven Schwartz
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- Session #7 BG
- Current Issues in Long–Term Care
- Michael S. Abroe, Timothy Edwin Hale, Vincent L. Bodnar, Allen J. Schmitz, Philip J. Barackman, Daniel Bret Cathcart, James M. Glickman, Peggy L. Hauser, Mark D. Newton,
Amy Pahl
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- Session #8 PD (Handout Not Available)
- Do You Know How Much You’re Spending? The Hidden Costs of Product
Complexity
- Paul A. Haley, Tom Bakos, Van Beach, Vincent J. Granieri
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- Session #9 PD (Handout Not Available)
- Risk Management through Product Balancing
- Keith A. Dall, Meredith A. Ratajczak, Douglas L. Robbins
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- Session #10 PD (Handout Not Available)
- Changing Patterns of Retirement
- Arnold F. Shapiro, Robert L. Brown, Matt Drinkwater, J. Gary Johnson
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- Session #11 PD (Handout Not Available)
- Pension Plan Investment Strategies
- Mark Rulof, Bill Badger, David S. Hauptman
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- Session #12 CS
- What’s in Your Tool Kit? Information Needs for Managing a Health Plan
- Darrell D. Knapp, Edward G. Bailey, Gordon Russel Hugh, Jed L. Linfield
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- Session #13 CS
- Current Topics in GAAP
- John O. Esch, Deborah Whitmore, Darin G. Zimmerman
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- Session #14 OF
- Presenting to Rating Agencies–Putting Your Best Foot Forward
- John D. Ladley, Steven J. Finn, Dana B. Mehta
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- Session #15 OF (Handout Not Available)
- Genomics and Insurance
- Harry H. Panjer, J. Craig Venter
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- Session #16 OF (Handout Not Available)
- Famous Reinsurance Disasters
- David B. Atkinson, Fazli M. Datoo, Michael W. Pado, John E. Tiller Jr.
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- Session #17 TS (Handout Not Available)
- Data Mining: How to Find Gold
- Ian G. Duncan, Lijia Guo
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- Session #18 TS (Handout Not Available)
- Understanding Delphi Studies
- Curtis E. Huntington, Peter C. Bishop
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- Session #21 SM
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Investment Section Luncheon: The Financial Markets, Diversification and the Cyclical Nature of
Investments
- Douglas A. George, Peter Ricchiuti
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- Session #22 SM (Handout Not Available)
- Long–Term Care Section Luncheon
- Phillip Barackman, Michael R. Weinstein
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- Session #25 PD
- Career Pioneer
Program
- Marc N. Altschull, Michael M. Braunstein, Sean Patrick Casey, Joseph
Paesani
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- Session #26 PD (Handout Not Available)
- Risk Management Task Force Buzz Groups
- David N. Ingrim
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- Session #27 PD
- Long–Term
Care Overview for the Non–Specialist
- Philip J. Barackman, Peggy L. Hauser, Andrew J. Herman, Amy Pahl
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- Session #28 PD
- Everything Old
Is New Again–The Revival of Traditional Life Products (With a Twist)
- Anne M. Katcher, Jeffrey R. Burt, Christine E. Dugan
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- Session #29 PD (Handout Not Available)
- Emerging Developments in XXX Reserves
- Michael S. Stein, James W. Dallas, Todd Larson, Michael S. Taht
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- Session #30 D
- Equity–
Indexed Annuities or Variable Annuities Guaranteed Living Benefits? Which Is Better?
- Noel John Abkemeier, Brent A. Mardis, Douglas G. Wolff
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- Session #31 IF (Handout Not Available)
- The Inside Scoop on New Product/Market Success
- Steve P. Cooperstein, Jay M. Jaffe, Linda Koco, Brian L. Louth
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- Session #32 IF (Handout Not Available)
- Sponsers’ Risk Management and Fiduciary Risk
- Jay C. Miniati, Stephen W. Murray
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- Session #33 IF
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Late–Breaking Developments
- Adrien R. LaBombarde, Gary Howell
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- Session #34 OF (Handout Not Available)
- Current Statutory Reporting Topics for Life and Annuity Products
- Larry M. Gorski, Michael Akers, Jim Renz
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- Session #35 PD (Handout Not Available)
- Analysis of Financial Results
- Stephen G. Hildenbrand, Jeffrey D. Koll, Ralph M. Oversec,
Robert W. Welander, Anthony J. Willemin
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- Session #36 OF
- Keys to
Successful Financial Management of Disability Products
- Steven W. Schoonveld, James P. DePre, Stephen J. Mitchell, Stephen R.
Tenaglio
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- Session #37 TS
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A Predictive Modeling Primer
- John W.C. Stark, Michael Cousins
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- Session #38 WS (Handout Not Available)
- Scenario–Based Planning
- Basha H. Zharnest, David J. Weinsier, Darin G. Zimmerman
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- Session #39 WS (Handout Not Available)
- Health Care Cost Trends–Drivers and Effects
- Lisa F. Tourville, Harvey Sobel
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- Session #40 WS (Handout Not Available)
- Harnessing the Power of Improvisation for Effective Communications
- Simcha A. Segal, Bob Morand
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- Session #41 WS (Handout Not Available)
- Developing and Marketing the Smaller Consulting Practice
- Ian G. Duncan, Ken Lizotte
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- Session #43 PD (Handout Not Available)
- American Academy of Actuaries 2003 Annual Meeting
- Barbara J. Lautzenheiser, Ralph B. Levy
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- Session #44 SM (Handout Not Available)
- Education and Research Section Continental Breakfast
- Curtis E. Huntington
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- Session #45 SM (Handout Not Available)
- Product Development Section Hot Breakfast
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- Session #47 SM/BG (Handout Not Available)
- Reinsurance Section Hot Breakfast
- James W. Dallas, Tara J. P. Hansen, Jeremy Starr
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- Session #49 SM/OF/L (Handout Not Available)
- Computer Science Section Hot Breakfast Acord Data Standards
- Charles S. Linn, Cynthia Jeness, Jacques Rioux, Dean K. Slyter
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- Session #50 SM/BG
- Financial Reporting Section Hot Breakfast
- John Bevacqua, Mark J. Freedman
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- Session #51 SM/IF (Handout Not Available)
- Health Disability Income Hot Breakfast: Experience Study Update
- Warren M. Cohen, Robert W. Beal, Thomas R. Corcoran
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- Session #56 PD (Handout Not Available)
- Rate Stabilization: How Much Risk Has Been Added to Long–Term Care?
- Bruce A. Stahl, Ross J. Bagshaw, Thomas C. Foley, Dennis M. O’Brien
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- Session #57 PD
- Less
Underwriting: More Profits or More Problems?
- Carl A. Friedrich, Edward Hui, Douglas A. Ingle
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- Session #58 PD (Handout Not Available)
- Introduction to Deferred Retirement Option Programs
- Thomas B. Lowman, Robert A. Sugarman
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- Session #59 OF (Handout Not Available)
- Does Managed Care Work?
- John P. Cookson, Brian R. Klepper
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- Session #60 I (Handout Not Available)
- Professionalism in the Nontraditional Marketing Context
- Theresa M. Resnick, Lauren M. Bloom, Len Karpowich
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- Session #61 I
- Pension and Financial Product Implications on Public Attitudes to
Retirement Plan Design
- Anna M. Rappaport, Steve P. Cooperstein, Ronald Gebhardtsbauer,
Ruth Helman
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- Session #62 OF
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Developments in Consumer–Driven Health Care
- Robert Gordon Cosway, Dean E. Fiscus, Stephen J. Kaczmarek, David M.
Tuomala
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- Session #63 OF (Handout Not Available)
- Cutting–Edge Reinsurance Developments
- James W. Dallas, Gregory M. Goodfliesh, Patrick Hennessy, Joseph F.
Kolodney, Patrick J. Shannon
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- Session #64 TS
- New and Exciting
Instruments for the Bulls and Bears
- Max J. Rudolph, Youngju Lee, Stephen W. Murray
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- Session #65 TS
- "One Shoe
Doesn’t Fit All": Using the Appropriate
Pricing Measure
- Nancy Westfall Winings, Andrew D. Chua
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- Session #68 PD
- Actuarial Research
Meets Actuarial Practice
- Curtis E. Huntington, Thomas N. Herzog, Hal Warren Pedersen
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- Session #69 PD (Handout Not Available)
- Management of International Operations
- Steven I. Schreiber, Jose Luis Berrios–Martin, Wayne D. Bidelman,
John E. Hanrahan
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- Session #70 PD
- Retirement
Income Options: New Annuity and Life Insurance Products
- Novian E. Junus, Tai Bright, Paul A. Haley
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- Session #71 PD
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SOA Pension Plan Turnover Experience Study
- Edward W. Frees, R. Evan Inglis
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- Session #72 BG (Handout Not Available)
- Latest on AOMR and the 2001 CSO Mortality Table
- Kenton L. Scheiwe, Susan M. Reitz
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- Session #73 IF
- Case Study in
Professionalism
- Allan W. Ryan, Tom Bakos, Lauren M. Bloom
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- Session #74 IF
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Alternative Learning–Lessons from Anything and Everything
- Larry J. Jackson, James R. Trefz
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- Session #75 OF
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The Actuary at Risk
- Stuart F. Wason, W. Grant Hardy, Neil H. McKay, Ramy Tadros
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- Session #76 TS
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Relating to Relational Databases
- David L. Snell, Neil Raden
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- Session #79 GS (Handout Not Available)
- Presidential Luncheon
- President Harry J. Panjer passes the gavel of office to Neil A.
Parmenter
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- Session #82 PD (Handout Not Available)
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Health Care Affordability–Effect on Employers and the Uninsured
- David V. Axene, Thomas L. Handley, Jonathan A. Myers, Bryan F. Miller
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- Session #83 PD
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Actuarial Pricing for Underwriting and Medical Advances: What Does
the Future Hold?
- Paul A. Schuster, Steven C. Ekblad, Ross Morton, Phillip S. Smalley
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- Session #84 PD
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Issues of Importance to Plan Sponsors
- Michael J. Blackburn, Terry L. Mathews
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- Session #85 PD
- The Current Economic Environment and the Pension Benefit Guaranty
Corporation
- Joseph Austin Applebaum, Ronald Gebhardtsbauer, Vince Snowbarger
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- Session #86 PD
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The Long–Term Care Insurance Business: Risk and Historical
Perspective
- Mark D. Newton, Steven J. Mannik, Jay Newman, Larry H. Rubin
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- Session #87 OF
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Which Distribution Channel Will Win?
- Abraham S. Gootzeit, Michael J. Akers, Arthur J. Mees Jr., Steve Philips
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- Session #88 PD (Handout Not Available)
- Wondering about the Latest in Health–Related Research for Actuaries
- Steven C. Siegel, Corey N. Berger, John I. Mange, Barry D. Senensky
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- Session #89 OF (Handout Not Available)
- Risk Management–Framework in a Life Insurance Company
- Max J. Rudolph, Ellen Cooper, James P. Greaton, Max J. Rudolph
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- Session #90 OF (Handout Not Available)
- The Effect of Changing Demographics on Group Disability Programs
- Steven F. Cyboran, Stephen R. Atkins, Andre C. Baillargeon
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- Session #91 OF
-
Risk–Based Capital Requirements on Variable Annuities with
Guarantees
- Dominique Lebel, Geoffrey Henry Hancock, Jeffrey A. Leitz
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- Session #92 TS
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Introduction to Credit Derivatives
- Craig Fowler, Michael J. Hambro, Gregory P. Henke, Kevin J. Reimer
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- Session #93 WS (Handout Not Available)
- Current Topics in GAAP
- Robert J. LaLonde, John O. Esch, Deborah Whitmore, Darin G. Zimmerman
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- Session #94 WS
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Hot Topics in Credit Insurance and Debt Cancellation
- Robert J. Butler, Christopher H. Hause
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- Session #95 OF
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Education Redesign Open Forum
- Stuart Klugman, Stephen A. Eadie
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- Session #96 OF (Handout Not Available)
- Health Risk Management Open Forum: Are We on the Right Track?
- John W.C. Stark, Rajeev Maxwell Dutt, Trevor Pollitt
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- Session #97 SM (Handout Not Available)
- Financial Reporting and Investment Section Joint Reception
- Mark J. Freedman, Joseph Koltisko
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- Session #98 SM (Handout Not Available)
- Nontraditional Marketing Section Wine and Cheese Reception
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- Session #100 SM (Handout Not Available)
- International Section Reception Visit to Epcot
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- Session #103 SM (Handout Not Available)
- Management and Personal Development Section Hot Breakfast
- Simcha A. Segal
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- Session #104 SM/IF
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Retirement Systems Practice Area Continental Breakfast: The Future of
Retirement Security
- Anna M. Rappaport, Robert H. Stapleford, Anthony Webb
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- Session #105 SM (Handout Not Available)
- Smaller Insurance Company Section Hot Breakfast
- Susan M. Reitz
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- Session #107 SM (Handout Not Available)
- SOA Health Section/AAA Health Practice Council Hot Breakfast
- John P. Cookson, Janet M. Carstens
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- Session #110 GS
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SOA/AAA/CIA General Session
- Lynn Brewer
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- Session #113 PD
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Investment–Related Assumptions
- Ross Bowen, Kurt Karl, John Ryding, Michelle D. Smith
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- Session #114 PD
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The Latest on Executive Retirement Benefits
- Douglas B. Frederick, Scott C. Clausen
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- Session #115 D
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United States Versus Canada–Regulatory Processes
- Keith A. Dall, Jan Graeber Gibson, Miriam Krol, A. David Pelletier
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- Session #116 1/OF (Handout Not Available)
- Professionalism–It’s Every Actuary’s Responsibility
- Carl E. Meier, Barbara J. Lautzenheiser, Mike Lombardi, Neil A. Parmenter
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- Session 117 OF/D
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International Accounting Standards Debate
- Mark J. Freedman, Sam Gutterman, Tricia O’malley, David K. Sandberg
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- Session #118 TS (Handout Not Available)
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Effect of Malpractice Insurance Costs on Health Care Delivery and Health Insurance
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Steven E. Konnath, Tim Barth, James D. Hurley, Liam M. McFarlane, Donald J. Palmisano
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- Session #119 TS
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The Discipline of Getting Things Done
- Daniel L. Shinnick, Dikran Ohannessian, Steven A. Weber
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- Session #120 TS
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As the (Pension Accounting) World Turns
- Kevin J. Shand, Kyle M. Rudden
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- Session #123 GS (Handout Not Available)
- Personalities at Work: Toward a Free Trait Agreement
- Brian R. Little
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- Session #126 PD
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Global Developments in Insurer Solvency Assessment
- Stuart F. Wason, Elizabeth S. Branaum, Harry H. Panjer, David K. Sandberg
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- Session #127 PD
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International Solutions to Financing Healthcare
- Kara L. Clark, Gery J. Barry, Joel Shalowitz, Robert J. Williams
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- Session #128 PD
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It’s Thursday Morning, I Must Be in Seoul
- Rejean S. Besner, Frank J. Buck, Eric D’Amours, Jeremy Goford
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- Session #129 PD
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Investment Performance Attribution
- Joseph Koltisko, Catherine E. Ehrlich, Basil P. Rabinowitz, Fred Shen
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- Session #130 PD
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North and South of the Border–Product Distinctions
- Dominique Lebel, Marc–Andre Brunet, Elinor Friedman, Robert Mallette
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- Session #131 I
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The Funding Methods Are Falling! The Funding Methods Are Falling!
- Kevin J. Shand, Malcolm P. Hamilton, Mark T. Ruloff
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- Session #132 OF
- Reputation Risk
Management
- Lynn Brewer
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- Session #133 OF
- Ethics
in Financial Reporting
- Darryl G. Wagner, Neville S. Henderson, Josephine A. Robinson
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- Session #134 TS
- Errors and
Omissions Liability and Professionalism
- Lauren M. Bloom, Mike Lombardi
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