Equity-Based Insurance Guarantees Conference


November 16 - 17, 2015


Fairmont Chicago Millenium Park
Chicago, IL

  • External Forces & Industry Knowledge
  • Technical Skills & Analytical Problem Solving
  • Strategic Insight and Integration
  • Results-Oriented Solutions

Presented By

The Society of Actuaries and Annuity Systems Inc.

The Equity-Based Insurance Guarantees Conference, sponsored by the Society of Actuaries and Annuity Systems Inc., is the only global event of its kind. It's designed to give risk-management, product development and valuation professionals an understanding and appreciation of how better to quantify, monitor and manage the complex risks underlying the variable annuity (VA) and indexed annuity products. This innovative conference features experts speaking on relevant issues, including valuation, reserving, product development, sound risk-management practice and current market environment. Primarily focused on the practical aspect of the business, the Equity-Based Insurance Guarantees Conference is celebrating 11 years of educating professionals.

Examples of tentative topics to be discussed at this two-day seminar (with breakout sessions on the first day) include:

  • Risk metrics used to manage and monitor long-term market risks;
  • The role of risk management and risk-management platforms in pricing and hedging;
  • Quantifying and modeling policyholder behavior;
  • Operational risk exposed to when running a risk-management program;
  • Issues related to pricing, valuing and reserving;
  • The role of pricing and reserving in risk-management;
  • Development of new products; and
  • Discussion of how well hedging actually works in practice.

Participants will also have the opportunity to network with fellow practitioners, including experts in this area. There's also a good chance you will walk away from the conference with tangible solutions to day-to-day risk-management, pricing, valuation and product development challenges.

Special Opportunity

Attend the pre-conference Bridging the Gap Series: Application of Predictive Modeling In VA/FIA Risk Management on Nov. 15, 2015. It's designed for practitioners at all levels!

Who Should Attend

Risk managers, risk officers, corporate actuaries, appointed actuaries, investment actuaries, product development actuaries, pricing actuaries, valuation actuaries, software vendors, consultants, investment bankers, asset managers, hedge fund professionals, derivatives professionals, analysts and regulators.

Registration is now closed. The SOA Customer Service Center is available to assist you Monday through Friday, 8:00 a.m. to 5:00 p.m. CDT. Please call +1-888-697-3900. Onsite registration will open at 7:30 AM Central Time on Nov. 16 outside of the International Ballroom on the second floor of the Fairmont Chicago, Millenium Park Hotel at 200 N. Columbus Dr. in Chicago, IL.




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.