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  • Annuity Risk-Management Seminar. NAIC C3 Phase II Implications for RBC and Reserves
    Annuity Risk-Management Seminar. NAIC C3 Phase II Implications for RBC and Reserves Presented ... risk management, with particular focus on RBC and the proposed Actuarial Guideline on reserving, and how ...

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    • Authors: John M O'Sullivan, Peter H Sun, Keith E Floman
    • Date: May 2005
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Enterprise Risk Management>Capital management - ERM
  • Concurrent Session 4B: Using Factor Investing in Strategic Asset Allocation
    factor-based optimization in the Strategic Asset Allocation process. The session will review a factor-based ... factor-based investing approach and cover the top-down macroeconomic drivers of risk and return for various asset ...

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    • Authors: Society of Actuaries, Ward Bortz, Peter H Sun
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Ethical standards; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Finance & Investments>Asset allocation; Finance & Investments>Derivatives; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments
  • Session 168: Mergers and Acquisitions: What is Happening and What are the Drivers?
    Happening and What are the Drivers? Mergers and Acquisitions (M&A) are reshaping the insurance industry ... M&A transactions even garner wide media coverage. The presenters discuss current trends in recent M&A ...

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    • Authors: James B Keller, Esteban Paez, Peter H Sun, Linyi Zhang, Jeremy Vessels
    • Date: Feb 2020
    • Competency: Strategic Insight and Integration
    • Topics: Economics; Economics>Financial economics; Life Insurance; Life Insurance>Capital - Life Insurance
  • Concurrent Session 1A: NAIC Capital Framework: AG43 and C3 Phase 2 Developments
    Concurrent Session 1A: NAIC Capital Framework: AG43 and C3 Phase 2 Developments This ... session will provide an overview of recent developments from the perspective of an insurance company and an ...

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    • Authors: Society of Actuaries, Alfred Au, Jeffrey Klanderman, Peter H Sun
    • Date: Mar 2018
    • Competency: Professional Values>Ethical standards; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Finance & Investments>Asset allocation; Finance & Investments>Asset liability management; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments
  • A Seminar in Beijing: Applications of Derivatives of Life Company Risk Management
    A Seminar in Beijing: Applications of Derivatives of Life Company Risk Management Recaps April 2015 ...

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    • Authors: Peter H Sun
    • Date: Aug 2015
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Portfolio management - Finance & Investments