2013 Investment Symposium

  • External Forces & Industry Knowledge
  • Professional values
  • Results-Oriented Solutions
  • Strategic Insight and Integration
  • Technical Skills & Analytical Problem Solving


March 14 - 15, 2013


Marriott Marquis
New York, NY

Who Should Attend: Investment professionals, risk managers, finance professionals and investment or corporate actuaries.


Register today for the 2013 Investment Symposium taking place March 14-15 in New York City! Attend sessions that focus on the challenges of today’s investment and risk managers, like low interest rates, financial stress in the eurozone and volatility. Get up-to-date information on the regulatory arena, risk modeling and the evolution of retirement funding. New this year—a risk management professionalism session. Connect and create new professional relationships with TWO networking receptions. There are tracks to help you stay focused in your area of interest. Tracks include:

  • Portfolio Management: Asset allocation, ETFs, low interest rates, the “new normal”
  • Quantitative Risk Management and ALM: Hedging, volatility management, risk modeling techniques
  • Economics, Accounting & Regulatory Topics: Eurozone, housing market, regulatory update
  • Retirement: Equity risk premium, next-generation pension plans, alternatives in DC plans, LDI

Sponsored by

Important Dates


  • Early Registration Deadline (extended to 2/25)
  • Deadline for Inclusion on Attendee Roster
  • Hotel Reservation Deadline





Demonstrating the listening, writing and speaking skills required to effectively address diverse technical and nontechnical audiences in both formal and informal settings.

Professional Values

Adhering to standards of professional conduct and practice where all business interactions are based on a foundation of integrity, honesty and impartiality.

External Forces & Industry Knowledge

Identifying and incorporating the implications of economic, social, regulatory, geo-political and business changes into the design and delivery of actuarial solutions.


Initiating, innovating, inspiring, creating or otherwise acting to influence others regardless of level or role toward a common goal.

Relationship Management & Interpersonal Collaboration

Creating mutually beneficial relationships and work processes toward a common goal.

Technical Skills & Analytical Problem Solving

Applying the actuarial knowledge, skills and judgment required to provide value-added services.

Strategic Insight & Integration

Anticipating trends and strategically aligning actuarial practice with broader organizational business goals.

Results-Oriented Solutions

Providing effective problem solving that addresses relevant interests and needs.