2019 Equity-Based Insurance Guarantees Conference

The Equity-Based Insurance Guarantees Conference, sponsored by the Society of Actuaries (SOA) and Annuity Systems Inc., is the only global event of its kind. With a content scope reflecting the recent market shifts in consumer interest, it’s designed to give risk-management, product development and valuation professionals an understanding of how to better quantify, monitor and manage the complex risks underlying popular 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 15 years of educating professionals.

Examples of topics to be discussed at this two-day event (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
• Discussion of how well hedging works in practice
 

In addition, for the first time the conference will feature a 90-minute C-suite panel discussion as a general session. Members of the panel are expected to discuss their vision on how writers of the annuity business should think about risks, impact of financial markets and regulations on the development of annuity business.
 
As always, participants will also have ample opportunity to network with fellow practitioners, including experts in this area. Attendees should expect to take away from the conference tangible solutions to day-to-day risk-management, pricing, valuation and product development challenges.

Overview

Equity-based guarantee annuity products in North America currently exceed a trillion dollars in deposits. To remain competitive in the ever-changing financial environment, insurance companies need to stay abreast of evolving, regulatory, accounting and tax laws while staving off competing alternative investment products and strategies.

Positive reviews from previous Equity-Based Insurance Guarantees Conferences show that a forum where practicing professionals can freely exchange ideas and discuss common issues is important. We invite you to attend to participate in an engaging learning environment where you can exchange ideas as they relate to the development of risk-measurement, risk-management, risk-monitoring ideas and tools.

What Can Attendees Expect

This conference is designed to give professionals with limited-to-moderate experience an understanding of how to better quantify, monitor and manage the risks underlying equity-based guarantee products. Additionally, for professionals already well-versed with the issues of annuity risk-management, the conference serves as a great opportunity to network with fellow practitioners while keeping on top of new developments in the market.

Tentative topics that are expected to be discussed include:

• Risk metrics used to manage and monitor long-term market risks
• The role of risk management in pricing
• Quantifying, modeling and managing policyholder behavior
• Operational risks exposed to when running a risk-management program
• The role of pricing and reserving in risk management
• Development of new products
• The next wave of managed volatility products
• Discussion of how well hedging works in practice

In addition to the above topics, participants will also have the opportunity to hear firsthand from C-suite members who share their views in a panel discussion on various aspects of the annuity business. 

Conference Chairman

Dr. K. (Ravi) Ravindran
President
Annuity Systems Inc. (ASI)

Dr. K. (Ravi) Ravindran currently spends much of his time lecturing, selectively consulting on risk-management related issues and running a private equity fund. In addition to this, he also teaches in Iceland and Singapore.