Agenda Day Two

Tuesday, November 6
6:30 a.m. – 7:30 a.m.

Session Coordinator(s)

Facilitator(s)

7:30 a.m. – 9:00 a.m.

Presentation(s): View Presentation View Presentation

Presenter(s): Mark Evans, Applied Stochastic, LLC; Marshall Greenbaum, AnchorPath Financial

Managed strategies as underlying investments in VA/FIA products have seen spectacular growth since the financial crisis. The speakers of these sessions will share their views on the development of this market and what is expected to unfold over the next 12 months in regard to the next generation of products and fund-based strategies.

Session Coordinator(s)

Facilitator(s)

9:00 a.m. – 9:30 a.m.

Session Coordinator(s)

Facilitator(s)

9:30 a.m. – 11:00 a.m.

Presentation(s): View Presentation View Presentation

Presenter(s): Poojan Shah, Milliman; Peter Tian, Oliver Wyman

The speakers of this session will discuss the implementation AG43 and C3 Phase II related issues (including updates and impact on risk-management and product development).

Session Coordinator(s)

Facilitator(s)

11:00 a.m. – 12:30 p.m.

Session Coordinator(s)

Facilitator(s)

12:30 p.m. – 1:30 p.m.

Presentation(s): View Presentaion

Presenter(s): Peter M. Phillips, Aon

This presentation focuses on system challenges faced by insurance companies and vendors when implementing GAAP reports for FIA. Some of the topics covered are, the modelling of exotic options, memory usage of expected gross profit calculation and the handling of data and assumptions, just to name a few. The goal of the presentation is to highlight these issues and to get the audience thinking about potential solutions for these problems and underscore the need for an integrated enterprise solution to overcome these issues successfully. 

 

Session Coordinator(s)

Facilitator(s)

1:30 p.m. – 2:30 p.m.

Presenter(s): Ken Lombardo, Willis Towers Watson

In this session, the speaker will share his experience on managing risks underlying the equity-linked insurance guarantees, the lessons learned over the years and his adapted strategies to suit the current market environment.                   

 

Session Coordinator(s)

Facilitator(s)

2:30 p.m. – 2:30 p.m.

Session Coordinator(s)

Facilitator(s)