Equity-Based Insurance Guarantees Conference

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


November 17 - 18, 2014


Renaissance Chicago Downtown
Chicago, IL

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 888.697.3900.


The Equity-Based Insurance Guarantees Conference, sponsored by the Society of Actuaries and Annuity Systems Inc., is the only global event of its kind that is 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 ranging from valuation to reserving to product development to sound risk-management practice to current market environment. Primarily focused on the practical aspect of the business, the Equity-Based Insurance Guarantees Conference is celebrating 10 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 unique opportunity to network with fellow practitioners, including experts in this area, and potentially walk away from the conference with tangible solutions to their day-to-day risk-management/pricing/valuation/product development challenges.

Special Opportunity : Attend the pre-conference Bridging the Gap Series : Simulation - The Black Holes Encountered When Putting Theory Into Practice on Nov. 16 that is targeted to 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, derivatives professionals, analysts and regulators.




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.