Actuaries and Investment Management:  Let’s Talk!

REGISTRATION FEES

• Members: $55
• Nonmembers: $110
• Group Registration for Academy Members: $500
• Complimentary registration is available to the following cohorts of Academy members. Contact education@actuary.org to request a discount code to register.
  • Government regulators
  • Academy volunteers who meet both the below conditions:
    • “active” members of an Academy committee, board, subcommittee, task force, or work group; and
    • qualified for either a partial or full dues waiver during 2025.

ABOUT THIS WEBINAR

A sound and healthy relationship between the actuary and investment management has always been the cornerstone of asset-related assumptions. But no longer is a view on corporate bond spreads the end of the discussion.  The advent of principle-based reserving (PBR), complex asset structures, AG 53, and more have increased the need for the integration of asset management and actuarial functions.

In this session, we will discuss how to create a robust communication system between investment management and actuaries, with a focus on appointed actuaries and qualified actuaries. We will highlight frameworks for assumption setting, modeling techniques, and other topics where collaboration between actuaries and investment management is a business imperative.

At the conclusion of this webinar, attendees will be able to identify the key aspects of a contemporary and successful collaborative environment for actuaries and investment management.

MODERATOR

Theresa Resnick, MAAA, FSA, ASA
Member, Life Investment Analysis Subcommittee
American Academy of Actuaries

SPEAKERS

Jeremy Lachtrupp, MAAA, FSA, CERA
Member, American Academy of Actuaries

Bryan Kane, MAAA, FSA
Member, American Academy of Actuaries

Rhonda Ahrens, MAAA, FSA
Member, Life Investment Analysis Subcommittee
American Academy of Actuaries

CONTINUING EDUCATION
The American Academy of Actuaries believes in good faith that attendance at this live webinar constitutes an organized activity as defined under the current Qualification Standards for Actuaries Issuing Statements of Actuarial Opinion in the United States, and that attendees may earn up to 1.8 organized continuing education (CE) credits for attending this live webinar.

ADDITIONAL INFORMATION
Registration for this webinar is limited to the first 1,000 registrants. Visit our webinar FAQs to learn more about our webinar policies, including group registration. For more information about this webinar, contact education@actuary.org.