2014 Investment Symposium

Presenter Information

Thank you for agreeing to participate in the 2014 Investment Symposium. Below is a compilation of the information and dates you need to know in order to prepare for the meeting.

Presentation Information

Presentation Uploading—Deadline Feb. 24
All presentations MUST be submitted in the original PowerPoint. PDFs will not be accepted.

If you do NOT intend to have handouts for your session, please sign and return the Acknowledgement and Release Form.

The moderator of each session is encouraged to arrange a conference call with all session speakers prior to the meeting. If you have not received a call from either the moderator or lead speaker of your session at least six weeks prior to the meeting, please notify Nikia Robinson. We strongly urge all speakers to use presentation materials. There are many resources available on our website to assist you in planning your presentation. Please visit the PD Volunteer Resource Center to see all of the tools available to you.


Presenter Meeting Registration Information—Deadline Feb. 14

Hotel Information—Deadline Feb. 18

Guest Presenter Details: For NonMembers of the SOA

Contact Information

At Meeting Time

Upon arrival at the hotel, please pick up your registration materials and name badge at the Society of Actuaries' Presenter Registration Desk. The registration desk will be open as follows:

    Day Date Time  
Wednesday March 12, 2014 5:00 – 7:00 p.m.
Thursday March 13, 2014 7:00 a.m. – 6:00 p.m.
Friday March 14, 2014 7:00 a.m. – 1:30 p.m.




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.