• 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
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.
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.
Special Opportunity: Attend the pre-conference Bridging the Gap Seminar: Policyholder Behavior on Sunday, Nov. 10, at the same location. It’s designed for practitioners at all levels. EBIG 2019 Conference registrants save $200 on the seminar registration fee.
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.
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Fee Schedule
Entire Meeting
Register before 10/14/19
| Member of an Actuarial Organization | $1,750 |
| All Others | $1,850 |
Register after 10/14/19
| Member of an Actuarial Organization | $1,950 |
| All Others | $2,050 |
Register before 10/14/19
| Group Registration Fee* | $1,650 |
Register after 10/14/19
| Group Registration Fee* | $1,850 |
One Day Only (Nov. 11)
Register before 10/14/19
| Member of an Actuarial Organization | $1,350 |
| All Others | $1,450 |
Register after 10/14/19
| Member of an Actuarial Organization | $1,550 |
| All Others | $1,650 |
Payment is required in US dollars. Schedule denotes US dollars.
*Special Discounted Group Registration Fee Opportunity
If three (3) or more individual employees from the same company register for this meeting, each individual registrant may take advantage of a group registration fee of $1,650 per person, via the online group registration option, providing they register by Oct. 14 (after Oct. 14, the group registration fee is $1,850 per person). (Note: Presenter- or sponsor-based registrations do not qualify nor count towards the required three-registrant-per-company minimum).
Please note that if a registrant’s company does not ultimately meet the eligibility criteria (i.e., there are fewer than three registrants from the company who paid the qualifying full conference fee), registrants will receive a notice of any balance due based on the difference between the regular applicable rate and the group discounted rate.
Registrants of the Nov. 11-12 Equity-Based Insurance Guarantees Conference save $200 on the Nov.10 “Bridging the Gap Series: Policyholder Behavior” seminar. Take advantage of this opportunity and register for both! (Separate registrations required.)
Methods of Registration
- Paying by Credit Card
Register online by Nov. 7 - Paying by Check
For information regarding check payment, please contact SOA Customer Service.
PLEASE ALLOW 10 DAYS FOR RECEIPT AND PROCESSING OF CHECKS.
Registration Fee Discount for Mailed Registrations
Registration forms and payments submitted via mail must be received by Oct. 14 to qualify as advance registration and receive the discounted rates. Registrations received after Oct. 14 will be processed at the increased registration fee.
On-site registration
If you are unable to register online by Nov. 7, you may register at the onsite registration desk located at the Sofitel Magnificent Mile Hotel beginning at 7:30 AM on Monday, Nov. 11 (assuming space is available). Please contact SOA Customer Service at customerservice@soa.org to confirm space availability.
Full payment is required at the time of registration.
Session Registration (for Monday, Nov. 11) Required
It is necessary for all registrants 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.
Attendee List Inclusion
Only those registered by Oct. 21 will be included on the pre-conference attendee list.
Registration Confirmation
You will receive an email confirmation of your online order. Mail-in registration confirmations are emailed after the order has been processed. If you do not receive a confirmation, please go to this page and log in to confirm your order was placed. To request another copy of the confirmation order or to update the registration form, please contact SOA customer service at customerservice@soa.org.
Refunds
SOA incurs significant expenses prior to an event and to minimize losses SOA maintains the following refund and cancelation policy:
- Prior to Oct. 21, 2019, you may cancel your registration with a full refund, less a $100 administrative fee.
- After Oct. 21, 2019, there will be no refunds provided. However, you may transfer your registration to another SOA meeting or seminar within one year of cancelation.
- An alternate attendee within the same organization may be substituted at any time prior to the conference start with no penalty. However, if the original attendee is a member and the substitute attendee is not the difference in rate, between member/nonmember, must be paid in full at time of substitution.
- The Society of Actuaries reserves the right to cancel any event if conditions warrant. In the event of such cancellation, registration fees will be refunded in full. The Society of Actuaries is not responsible for any airfare or hotel cancellation fees that an attendee may incur due to event cancellation.
To cancel an order, log in to My SOA, choose the item you wish to cancel from your order summary and click the cancellation button. Complete the form to submit your refund request.
Sofitel Chicago Magnificent Mile
20 East Chestnut Street
Chicago, IL 60611
Reservations: +1-877-813-7700
Room rate: $249 single or double occupancy + taxes
Cut-off date: Friday October 18, 2019
We have arranged for hotel reservations to be made online by following this link, or by calling +1-877-813-7700.
Please reserve your room prior to the Oct. 18 cut-off date to receive the group rate. Please mention you are part of SOA Equity-Based Insurance Guarantees Conference when making your reservation to receive the group rate. One night’s room and tax will be charged as a deposit at the time of booking your reservation.
The Sofitel Chicago Magnificent Mile is conveniently located within walking distance of Chicago’s most popular landmarks including the Magnificent Mile, Navy Pier and Millennium Park.
O’Hare International Airport is 18 miles away, with estimated taxi fare of $57. Valet parking is available for $72 a night with unlimited in/out privileges.
Table of Contents
Sponsorship
Additional Information
Sponsorship
Sponsor this Event
A wide variety of event sponsorship opportunities are available for the 2019 Equity-Based Insurance Guarantees Conference. If you are interested in learning more, please view the Event Sponsor Prospectus or email sponsorship@soa.org.
Thank You to Our Event Sponsors:
Platinum
Silver
Additional Information
Attire
Business casual attire is appropriate for meeting sessions and all SOA-sponsored events.
Meals and Refreshments Provided
Breakfast, lunch, and beverage breaks will be provided. In addition, a reception for conference registrants will be held on Monday evening, Nov. 11.
Sponsoring Organizations
About Annuity Systems Inc.
Widely regarded as pioneers in implementing hedging strategies for insurance companies writing VA products, Annuity Systems Inc., is a boutique consulting firm that selectively works with clients on various investment strategies and risk-management issues ranging from product development to developing customized hedging strategies to performing forensic audits on risk-management programs and helping implement customized risk-management programs based on proprietary information.
About the Society of Actuaries
With roots dating back to 1889, the Society of Actuaries (SOA) is the world’s largest actuarial professional organization with more than 30,000 actuaries as members. Through education and research, the SOA advances actuaries as leaders in measuring and managing risk to improve financial outcomes for individuals, organizations and the public.
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Venue:
Sofitel Magnificent Mile
20 E Chestnut St Chicago, IL 60611-2664
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13.50 SOA CPD
11.25 CIA
Event Details
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10/14
Early Registration Deadline
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10/18
Hotel Reservation Deadline
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10/21
Deadline for Inclusion on Attendee List
Cancellation Deadline