Society of Actuaries 1999 Seminar Series Seminar Number: 36

If you are an investment or insurance financial management professional wrestling with effective implementation of investment strategy and performance measurement methodologies for your firm, you will not want to miss this seminar!

Society of Actuaries Investment Section presents:

Strategies on Investing
Marriott’s Mountain Shadows Resort & Golf Club
Scottsdale, Arizona

Investment and financial management pairings are sought for a life company seminar in the desert southwest to assess:

• Possible advantages accruing to insurance companies where meaningful communication occurs between keepers of liabilities and assets, who can then go to decision makers as a profitability management team, and
• The usefulness of available quantitative tools in the risk management process.

• The challenge of trying to integrate or reconcile investment and financial management paradigms
• Total return versus yield
• Effective benchmarking
• Optimization efforts

Core quantitative risk management methodologies will be put forth that seek to inform what are often highly charged exchanges between portfolio managers and insurance company financial managers. Case study implementations will be used to explore the practical challenges facing smaller companies, larger institutions and multi-line, multinational operations.

Come to this seminar to participate in the debate on the tough issues which go with this territory. Expect to return to your companies with a heightened appreciation for effective, informed communication between investment and financial managers of insurance companies.

PRESENTERS:
ALTON COGERT, CFA, CPA, President, Strategic Asset Alliance
MARK HUNT, FSA, CFA, MAAA, Vice President, Life Investment Strategy, Harford Life Insurance Company
FREDERICK JACKSON, FSA, CFA, MAAA, Vice President, Scudder Insurance Asset Management
FRANK SABATINI, FSA, MAAA, Partner, Ernst & Young LLP
LARRY WHITE, Managing Director – Product Development, Applied Quantitative Solutions 

HOTEL INFORMATION
Marriott’s Mountain Shadows Resort & Golf Club
5641 E. Lincoln Drive
Scottsdale, AZ 85253
Phone: 602/948-7111
Fax: 602/951-5430

Room Rate: $178 single/double (plus tax)
Cutoff date: Wednesday, April 14, 1999

We have arranged for hotel reservations to be made by telephone. To reserve the rate quoted in the brochure, the following procedures should be completed:

• Make your reservations by the cutoff date
• Use the phone number quoted in this brochure
• Identify yourself as part of the Society of Actuaries group

Rooms are available at the rate quoted above as long as there are rooms remaining in the Society of Actuaries’ block or until the cutoff date of April 14, 1999. After this date, rooms will be on a space and rate available basis.

REGISTRATION INFORMATION
The registration fee includes reading materials, continental breakfasts, lunch, refreshment breaks, and reception. Take advantage of EARLY BIRD REGISTRATION to receive these rates for this seminar. Rates will increase by $25.00 for registrations received by mail or fax after 4/14/99. Please allow sufficient time for mailing. To ensure inclusion on the attendee roster, the registrant’s card and fee must be received in the Society’s office by Thursday, April 22, 1999.

Registration may be made by completing the attached form and returning it with credit card information to: Society of Actuaries, Continuing Education Dept., 475 N. Martingale Rd., Suite 800, Schaumburg, IL 60173-2226, or FAX to: Continuing Education Dept. , 847/706-3599.

If you are paying by check, please return it to: Society of Actuaries, P.O. Box 71293, Chicago, IL 60694

Payment is required at the time of registration. Within 30 days of the seminar, it is advised that you confirm space before mailing your registration fee. A confirmation of your registration will be sent by mail, however registrations received less than one week prior to the seminar date will not receive written confirmation.

CANCELLATION POLICY
All cancellations should be made by phoning the Continuing Education Department in order to obtain a refund of the registration fee. The Society of Actuaries will refund the registration fee, minus a processing fee of $50. Please confirm your cancellation in writing. The Society reserves the right to cancel any seminar if conditions warrant. In the event of such cancellations, registration fees will be refunded in full. We are not responsible for any discounted airfares or hotel penalties that an attendee may incur due to cancellation.

AIRLINE DISCOUNTS:
The following discounts are available to attendees of this seminar:

United Airlines

• 5% off any fare, including first class, restrictions apply
• 10% off unrestricted BUA coach fares
• 5-10% off published Canadian fares, restrictions apply
• An additional 5% will be added to the above discounts when a ticket is booked and issued 60 days in advance
• Special area pricing fares are available to all North American cities served by United; 2-day minimum stay required, no Saturday night required, 7-day advance reservations/ticketing, restrictions apply
• Convention fares good 5 days before and after meeting dates
• Mileage is valid for frequent flyer program
• Discounts apply only to and from meeting destination

Delta Air Lines

• 5% off all published round-trip fares, including first class and other promotional airfares, all restrictions apply
• 10% off unrestricted Y06/YR06 coach fares
• 5-10% off published Canadian fares, restrictions apply
• Special Zone Fares are available to all North American cities served by Delta; 2-day minimum stay required, no Saturday night stay required, 7-day advance reservations/ticketing, restrictions apply
• An additional 5% will be added to the above discounts when a ticket is booked and issued 60 days in advance
• Convention fares good 4 days before and after meeting dates
• Mileage is valid for frequent flyer program
• Discounts apply only to and from the meeting destination

Air Canada

• 5% reduction on specific published or excursion fares for travel to and from the U.S.
• 10% off of executive (business) and hospitality (coach) fares for travel to and from the U.S.
• An additional 5% will be added to the above discounts when a ticket is booked and issued 60 days in advance
• Special convention fares are available within North America
• When purchasing your ticket, enter the event number in the tour code box of your ticket; certain rules and
• conditions apply
• Check with your travel agent or Air Canada

800/361-7585 (U.S. or Canada)
8:30 a.m. - 8:00 p.m. (Eastern
Event #CV997523

REGISTRATION CARD

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