Description: Panelists provide a big picture overview of the M&A process and the roles of the actuary, investment banker, outside counsel, accountants, acquirer and seller. Includes a discussion on actuarial appraisals, ASOP 19 and due diligence. From Record of Society of Actuaries, Vol. 30, No. 1, Session 94

Description: This 1981 session focused on Life and Casualty Company Organization for the 1980's. Topics included: 1. The Emerging Managerial Environment 2. Emerging Strategies - What new strategies are called for, and how will goals change with respect Co: a. Profit? b. Surplus levels? c. Growth? 3. Emerging Organization - How should companies organize for the future? From Record of Society of Actuaries, Vol. 7, No. 3.

Description: Speaker, a financial-services executive, prognosticates about the future of the financial-services industry. From the 1987 Record of Society of Actuaries, Vol. 13, No. 4B.

Description: Actuaries are trained to measure and manage risks, for example, mortality, morbidity, interest rate, and asset default risks. However, the range of risks to which companies are exposed is wider than is sometimes considered. This complex array of risks needs to be managed holistically in concert and not in isolation. The actuary is increasingly called upon to assist in this process and needs a broader perspective and more powerful toolkit. From the Record of the Society of Actuaries, Volume 26, No. 3: Chicago Annual Meeting, October 15-18, 2000, Session 54PD.

Description: This presentation is a teaching session, number 98TS, from the 2000 Annual Meeting of the Society of Actuaries, held October 15-18 in Chicago. The financial services industry is changing rapidly. Thirty years ago the industry made its profits from mortality and expense margins in premiums. Fifteen years ago it was interest margins on fixed annuities and universal life. Today profits come from fees on variable products, interest margin on fixed products, and mortality on term insurance. The instructors look to the future and discuss where profits will come from 10 years from now. Discussion from participants is included. From the Record of Society of Actuaries, Volume 26, No. 3.

Description: Record of the Society of Actuaries: 1981 Vol.7 No. 1 This is a panel discussion session examining life insurance company organization and the emerging managerial environment, strategies and organization.

Description: This session discusses strategic planning for long-term care insurance. Topics include product and pricing evolution, position in the product life cycle, requirements for success and options for entering the marketplace. Includes the perspective of an investment banker and venture capitalist. From the Record of the Society of Actuaries, Volume 29, No. 3, Session 86

Description: Panelists report on the status of activities by national associations in regard to risk-based capital requirements for health insurers. From the Record of the Society of Actuaries, Vol. 24, No. 2.

Description: Panelists discuss issues arising from the Health Insurance Portability and Accountability Act of 1996. From the Record of the Society of Actuaries, Vol. 24, No. 1.

Description: Panelists discuss the process and challenges presented by mergers or acquisitions. From the Record of the Society of Actuaries, Vol. 24, No. 2.