Investment Symposium

The MP4 audio recordings synchronized with the presenter slides are available to purchase for the entire meeting through the SOA store. The MP4 downloads provide excellent training, are eligible for fulfillment of your CPD requirement and allow you to view sessions you may have missed. View the sessions online anytime or download the MP4 files to your mobile device for portable listening.

  SOA Member Nonmember
Complete Meeting Compilation$0$249

Purchase the Complete Meeting Compilation

Once your order has been processed, a confirmation email will be sent with the instructions for accessing the recordings you purchased.

Presented By

Investment Section

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.


We look ahead toward an investment world that may be very different from our past experience. Low inflation, interest rates and economic growth persevere - is this environment a secular trend or a just a long business cycle? Recognition of behavioral finance principles still raises more questions than answers. Technology, from high-speed trading to Bitcoin, has increasing influence. Almost without exception, asset class valuations are high. So what does this mean for investors over the next few years, and the new several decades? Experts at this year's symposium will address these and other questions that impact your work and your future decisions.

The Investment Symposium is a day and a half long seminar focused on the issues and questions faced by investors and risk managers, especially insurance companies and retirement plans. We will shine a light on murky big picture issues and we'll explore practical solutions to today's challenges. Experts will share new approaches to portfolio management and cutting edge research in asset-liability management. We'll consider technology, regulation and the economic environment, seeking to create a good framework for investment decision-making. And, as the baby boomers (including some of us) retire, we'll look at the current state of pension and retirement plan investing.

Take advantage of the three featured tracks:

  • Portfolio Management and Strategies
  • Economics, Demographics, Regulation and Technologys
  • Pension and Retirement

Academics, practitioners and leaders in the actuarial profession and wider investment world will share their thoughts in a combination of concurrent and general sessions.

Who Should Participate

Investment professionals, risk managers, finance professionals and investment or corporate actuaries.

Co-sponsored by

Professional Risk Managers' International Association and the Society of Quantitative Analysts

Important Dates

2/15 Early Registration Deadline

2/15 Deadline for Inclusion on Attendee Roster

2/19 Hotel Reservation Deadline

3/4 Handouts Available at

3/4 Cancellation Deadline




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.