Description: This session will demonstrate the advantages of approaches to duration matching and cash flow matching. Plan examples and sponsor’s objectives will be presented. An overview of when to choose one approach versus a blend of the two approaches will also be covered.

Description: This session from the 1984 SOA Salt Lake City Meeting discusses how investment policies and strategies for pension funds are often developed independently of liability considerations. This session looks at the probable mismatch of asset and liability cash flows, the extent of problem, the actuarial concern with certification of assets and structuring the fund to recognize the relationship between assets and liabilities.

Description: This session from the 1984 SOA Salt Lake City Meeting is a teaching session on futures and options, the applications for them, the roles as a strategy tool and hedging risks. Record of the Society of Actuaries Vol. 10, No. 2.

Description: This session discussion is about the actuary should be aware of techniques that are available to compare the expected returns from many different types of investments. Understanding these techniques will assist the actuary in pricing many of today's insurance products as well as measuring their ongoing profitability. From Record of the Society of Actuaries Vol. 15, No. 2.

Description: This session discussion is about investment policy and how it relates to the long term goals for the investment returns as told in the context of an Indian Tribe's desire to invest compensation received for past wrongs by the US government. From Record of the Society of Actuaries Vol. 15, No. 3B.

Description: Presented at May 1985 Spring Meeting. This session discussed: AICPA activity in purchase accounting, Merger/Acquisition accounting, Assumption reinsurance, Minority interest accounting alternatives, Foreign mergers, acquisitions, and joint ventures accounting, Tax considerations in structuring mergers and acquisitions.

Description: This session from the 1995 SOA Boston Meeting covers the dollars-at-risk, or value at risk, system for risk management in the banking industry and the applicability of this system in the insurance industry. It also covers a practical example of using dollars-at-risk at an insurance company. From the Record of the Society of Actuaries, Vol. 21, No. 4b.

Description: Presented at May 1996 Spring Meeting. This teaching session covers course F-585 in the exam materials, which is intended to provide background for the actuary who aspires to become the chief financial officer of a financial institution. It addresses raising capital and financial management.

Description: Presented at June 1996 Spring Meeting. An investment manager discusses investment strategy for a disability insurer and a rating agency representative and a stock analyst describe how disability insurers are evaluated for risk profile and other issues.

Description: Presented at October 1996 Annual Meeting. This session discusses financial, strategic, and regulatory issues that arise from the combination of life insurance businesses through merger, acquisition, or reinsurance, with a special focus on the needs of mutual companies.