Equity-Based Insurance Guarantees Conference


November 06 - 07, 2017


Renaissance Baltimore Harborplace Hotel
Baltimore, MD

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


Event Home| Overview| Agenda & Attendee List| Hotel Information| Registration| Additional Information| Event Sponsors| CPD| Presenters| Sponsoring Organizations


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.


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 to better quantify, monitor and manage the complex risks underlying the variable annuity and indexed annuity products. This innovative conference features experts 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 13 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, modeling and managing policyholder behavior;
  • Operational risks 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.

In addition to the above, this year the conference will feature a keynote speech from Dr. Axel Andre, AIG's Chief Risk Officer for Institutional Markets and Retirement Products, where attendees can hear first-hand as to how a major writer of this risk is viewing the business from a C-suite viewpoint.

As always, participants will also have the opportunity to network with fellow practitioners, including experts in this area. There's ample opportunity for you to 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: Stochastic-On-Stochastic Generators and Their Application to the Proposed C3P2/AG43 Changeson Nov. 5, 2017. 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.




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.