Investment Boot Camp for Pension Actuaries


October 03, 2017


The Elaine Levitt and Joel Gershman Education and Conference Center at the Franklin Institute
Philadelphia, PA

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


Event Home | Agenda | Meeting Location | Registration | Additional Information | Presenter & Moderator | CPD



7:15 a.m.-4:00 p.m.

Presented By

Pension Section


Are you a pension actuary looking to increase your investment acumen?

Are you looking to better understand your clients' investment options for managing pension risk?

The current trends of liability driven investing, risk management and de-risking strategies make having a robust investment acumen increasingly important for engaging with clients and helping them reach their pension objectives. To help pension actuaries further their investment knowledge and engage with their clients, the SOA is offering an investment boot camp.

Use the boot camp as an opportunity to jump-start your knowledge while earning up to 7.20 non-core EA credits. The Investment Boot Camp for Pension Actuaries is a seminar comprised of four 1.5-hour sessions. Sponsored by the Pension Section, this interactive event will cover a range of topics starting with fixed income and derivative markets, plus their application to pension liabilities, moving to discussions of other asset classes. It will finish with instruction from experts about current pension investment strategies. Attendees should bring a laptop to this seminar .

Attend this boot camp to increase your investment knowledge!

$100 Savings for Pension Section Members
The Pension Section Council has generously offered a $100 registration fee discount to Pension Section members for this seminar. See the "Registration" Web page for further information.

$300 Extra Possible Savings
The Pension Section Council has generously offered to subsidize 50 percent of the registration fee for up to five (5) Pension Section members who work in qualifying government positions. To request this subsidized registration, please contact Marni Smith, SOA lead customer service representative, at .

Registration Savings for Pension Section Members
Savings are available for Pension Section members. See the Registration webpage for further information.




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.