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  • Buying and Selling Insurance Companies Internationally
    Buying and Selling Insurance Companies Internationally Presented at May 2002 Spring Meeting. Discusses basic considerations and the process of an international acquisition or merger. Asset ...

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    • Authors: William R Horbatt, Shu-Yen Liu, Thomas Jaros, Jim Toole, Application Administrator
    • Date: May 2002
    • Competency: Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments; Global Perspectives>Multinational companies
  • Let's Make a Deal: Life and Health Mergers and Acquisitions
    Let's Make a Deal: Life and Health Mergers and Acquisitions In session 51CS of the Maui I Spring Meeting the Panel describes what every actuary should know about mergers and acquisitions in ...

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    • Authors: Charles Carroll, Herbert E Goodfriend, William R Horbatt
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Life Insurance
  • The Price is Right: Market Research for Actuaries
    The Price is Right: Market Research for Actuaries In session 129 CS of the Washington Annual Meeting panelists discuss the basic techniques of market research and how they might be used by ...

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    • Authors: William R Horbatt, J Samuel Ray, John Parsons
    • Date: Oct 1997
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession
  • Mass Marketing - Competitive Strategies
    Mass Marketing - Competitive Strategies This session discussion is about competitive strategies in mass marketing for both direct response and payroll deduction marketing. From Record of the ...

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    • Authors: Amy Colglazier, Rex D Hemme, William R Horbatt
    • Date: May 1989
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Failure to Plan is Planning to Fail: An Experience of the Strategic Planning Process
    Failure to Plan is Planning to Fail: An Experience of the Strategic Planning Process This session at the SOA 1998 Maui I Spring Meeting discusses strategic planning for an actuarial consulting ...

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    • Authors: William R Horbatt, Dorn Swerdlin
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession; Finance & Investments
  • The Actuary of the Future: Proposed Ambassador Program
    The Actuary of the Future: Proposed Ambassador Program From a session at a meeting of the Society of Actuaries held in Las Vegas, NV May 22-24, 2000 This session discussed the purpose of the ...

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    • Authors: Paul Bruce, William R Horbatt, Teresa Winer, Dorn Swerdlin, Kristine Henderson, Application Administrator
    • Date: May 2000
    • Competency: Leadership>Mentoring; Leadership>Professional network leverage; Professional Values>Public interest representation; Relationship Management>Relationships and trust
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Academic partnerships; Actuarial Profession>Alternative careers; Actuarial Profession>Professional development
  • The Ratings Game
    The Ratings Game Presented at October 1996 Annual Meeting. In this paper, a case study is utilized to understand the thought process that ratings agencies, such as A.M. Best and Standard and ...

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    • Authors: Herbert E Goodfriend, William R Horbatt
    • Date: Oct 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Management skills; Enterprise Risk Management>Financial management
  • MBA Versus FSA – Can Actuaries Compete in the Financial Services Market?
    MBA Versus FSA – Can Actuaries Compete in the Financial Services Market? Panelists [and members of the audience] debate whether earning a Master's in Business Administration [MBA] degree is ...

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    • Authors: William R Horbatt, Steven R Linney, Alan J Sheptin, John G L Giess, David W Simpson, Jack W Berka, Ronnie Y Tan
    • Date: Oct 1997
    • Competency: Professional Values
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Competencies
  • Let's Make a Deal: Life and Health Mergers and Acquisitions
    Let's Make a Deal: Life and Health Mergers and Acquisitions Panelists discuss the process and challenges presented by mergers or acquisitions. From the Record of the Society of Actuaries, ...

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    • Authors: Charles Carroll, Herbert E Goodfriend, William R Horbatt
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Economic value; Modeling & Statistical Methods>Asset modeling; Modeling & Statistical Methods>Estimation methods
  • Failure to Plan Is Planning to Fail: An Experience of the Strategic Process
    Failure to Plan Is Planning to Fail: An Experience of the Strategic Process Presenters discuss the basic elements of strategic, or long-range planning and review the general state of the pension ...

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    • Authors: William R Horbatt, Dorn Swerdlin
    • Date: Jun 1998
    • Competency: Leadership>Change management
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession; Pensions & Retirement