2014 Investment Symposium


We will not provide hard copies of handouts for all sessions. Hard copies will be produced for certain sessions if it is deemed necessary by the presenter, and if the presentation is received by our designated deadline. In addition, presentations received by the deadline will be posted for general viewing on our website in PDF format seven to 10 days prior to the meeting, so that attendees may print handouts to bring with them if they wish. Handouts can be accessed at www.investmentsymposium.org. All presentations (including late and amended materials) will be posted for general viewing on our website after the meeting.




Demonstrating the listening, writing and speaking skills required to effectively address diverse technical and nontechnical audiences in both formal and informal settings.

Professional Values

Adhering to standards of professional conduct and practice where all business interactions are based on a foundation of integrity, honesty and impartiality.

External Forces & Industry Knowledge

Identifying and incorporating the implications of economic, social, regulatory, geo-political and business changes into the design and delivery of actuarial solutions.


Initiating, innovating, inspiring, creating or otherwise acting to influence others regardless of level or role toward a common goal.

Relationship Management & Interpersonal Collaboration

Creating mutually beneficial relationships and work processes toward a common goal.

Technical Skills & Analytical Problem Solving

Applying the actuarial knowledge, skills and judgment required to provide value-added services.

Strategic Insight & Integration

Anticipating trends and strategically aligning actuarial practice with broader organizational business goals.

Results-Oriented Solutions

Providing effective problem solving that addresses relevant interests and needs.