Description: This session from the 1983 SOA Spring Meeting reviews the need for strategic planning in the insurance industry. It discusses investigating the market, carrying out the strategic planning and the problems that may be encountered.

Description: This panel at the SOA 1998 Maui I Spring Meeting discusses issues surrounding the growing trend among insurance companies to hire outside money managers including rationale, selection criteria, performance measures and managing the outside manager.

Description: This session discussion is about deterioration in claims-paying ability, financial well-being of life insurance companies, benchmark surplus standards, key operation ratios, credit analysis of asset holdings, market view of stock companies, adequacy of capital in the industry, appropriate risk/reward posture in the industry, advice to management, outlook for the various business and views on surplus relief devices. From Record of the Society of Actuaries Vol. 15, No. 3A.

Description: This session from the 1983 SOA Spring Meeting reviews Acquisitions and Mergers. From Record of Society of Actuaries, Vol. 9, No. 1.

Description: This session from the 1984 SOA Toronto Meeting discusses employee benefit aspects of mergers/acquisitions/spin-offs, looking at pension benefit liability, other employee benefit liability, other executive compensation plan liability and Multi-employer pension plan amendment requirements. From Record of the Society of Actuaries Vol. 10, No. 4A

Description: At this session of the SOA 2004 Annual Meeting, the authors of a text on mergers and acquisitions each discuss their contribution to the book, which covers all aspects of an acquisition.

Description: In session 74 PD of the New York Annual Meeting panelists examine the necessary steps to ensure that both customers and boards are comfortable with the investment activities of mutual fund managers. From the Record of the Society of Actuaries, Vol. 24, No. 3.

Description: This session at the SOA 2001 Toronto Spring Meeting looks at liquidity risk including the causes and risk management options. The work of the American Academy of Actuaries Life Liquidity Work Group is reviewed. The requirements of New York's Circular Letters ont the subject are discussed.

Description: 1992 SOA Annual Meeting, Washington, D.C. This session discussed the 1992 status of NAIC risked-based capital. Topics included: 1. An update of the formula and the model law. 2. The regulatory viewpoint, which addressed the need for RBC and how the model law was to be implemented. 3. The rating agency viewpoint on RBC and its use.

Description: This session at the SOA 1990 Annual Meeting looks at global investing. Areas discussed include rationale for investing globally, fixed income opportunities, a model for active global investing, and other issues.