Description: Panelists who have been a part of integrated actuarial and investment functions at their companies discuss initial concerns from each side, the need for initial and ongoing coordination, the effect of company philosophies on the resulting combination, and realized and potential results and pitfalls. This session was held only days after the October 1987 stock-market crash. From the 1987 Record of Society of Actuaries, Vol. 13, No. 4B.

Description: Presented at May 1985 Spring Meeting. This session discussed: How investment policy should be developed, Role of the actuary and the investment officer, Role of the pricing actuary and the valuation actuary, Liquidity considerations, Tax considerations, Capital loss constraints, Process for changing strategy as the economy and company circumstances change.

Description: Presented at May 2000 Spring Meeting. This teaching session presents techniques and tools for valuing long-term-care insurance for mergers and acquisitions, drivers behind M&A activity in this market, the appraisal process. Specific situations are discussed.

Description: Presented at May 2005 Spring Meeting. Discusses 'state of the art' of international mergers and acquisitions in Asia, Latin America and other fast-growing regions.

Description: Presented at May 2000 Spring Meeting. Discusses common problems in creating a successful merger - such as not incorporating community support, and not achieving economies of scale - and how to avoid them.

Description: Presented at October 1996 Annual Meeting. This session considers the issue of an amalgamation through a case study, addressing: performance results, personnel and organizational issues, corporate culture.