2018 Investment Symposium


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Meeting Registration Fees

The registration fee includes reading materials, continental breakfast, lunch, reception and refreshment breaks.

Register by Feb. 23 to take advantage of reduced registration fees. Rates increase by $300 for registrations received after Feb. 23. 

  Extended to Feb. 23 Received after Feb. 23
Member of SOA $1,050 $1,350
Non-Member $1,350 $1,650
SOA Member Presenter $   750 $750
Program Committee Member $   750 $750
SOA Member - Retired/Government/Academic/Unemployed $   525 $525


Payment Options

Online, with a credit card by March 7, 2018

For information regarding check payment please contact  SOA Customer Service .
Please Allow 10 Days For Receipt And Processing Of Checks.

Registration Discount/Attendance List

Registration forms submitted via mail must be received on or before Feb. 12 to receive the discounted rates and be included in the attendee list.


A confirmation of your registration will be sent by email. If a confirmation is not received within a week of registration, please contact SOA Customer Service at +1-888-697-3900 or via  email with the name of the program.


To cancel an order log in, choose the item you wish to cancel from your order summary and click the cancellation button. Complete the form to submit your refund request. As in the past, there is an administrative fee applied to all cancellation/refunds and the balance will be refunded in two to four weeks. The cancellation button will only be available through the refund request deadline date Feb. 26.

Session Registration

It is necessary for attendees to select the session they plan to attend in each time slot at time of registration. This will assist the SOA staff in assigning appropriate meeting room space to accommodate the maximum number of attendees for each session.




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.