Elizabeth Carden,, (202) 624-2408

Speakers and Meeting Logistics

Tatiana Tolentino,, (202) 624-2327


Geneva Barber,, (202) 624-2312

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Tuesday, March 3

7:30 AM - 5:00 PM


7:45 - 8:45 AM

Networking Breakfast

9:00 - 9:30 AM

It's All About the People: Change and Human Capital in the Insurance Industry

Major changes are affecting the insurance and reinsurance industries today, resulting from the confluence of new technologies, increasing complexity and interconnectedness of global risk, changing demographics, and relentless globalization of commerce. While many have commented on how these changes might affect insurance products and technologies, implications for the human capital requirements of the industry – the people required to operate these businesses – have been less examined. This presentation will discuss these issues from the perspective of an organization devoted to the development of human capital and the creation of a professional workforce for a key segment of the insurance industry’s work. Attendees will hear about how changes affecting the insurance and reinsurance industries are being felt in the nature of work, adult education, and credentialing, how those changes are likely to be experienced in the insurance and reinsurance industries, and thoughts on the most appropriate responses insurers and reinsurers can have to remain competitive and attract and retain the talent they’ll need in the future.



Greg Heidrich, Executive Director, Society of Actuaries

9:30 - 10:30 AM

Benefits of Prevention

Benjamin Franklin said that an ounce of prevention is worth a pound of cure.  Determining how pounds and ounces turn into dollars and cents is the question.  And, persuading society to take preventive measures will be a very difficult task.  The World Health Organization (WHO) is attempting to tackle this issue with an ambitious goal to join forces with the insurance industry.   This session will begin with a short keynote address about the WHO’s project followed by a panel discussion with insurance experts on evolving preventative measures that might just help the WHO achieve its goals.

Dr. Irene Merk, Head of Emerging Risk, SCOR Global Life

Gaudenz Silberschmidt, Director for Partnerships and Non-State Actors, World Health Organization
Panel Speakers:

Nardeep Sangha, Global Head Life & Health Structured Solutions, Swiss Re

Dr. Gordon Woo, Catastrophist, Risk Management Solutions (RMS)

Greig Woodring, Chairman, Wamberg Genomic Advisors

10:30 - 11:00 AM

Refreshment Break

11:00 AM - 12:00 PM

Mergers & Acquisitions in Insurance 


Pete Schaefer, Chief Executive Officer, Hannover Re


Ken Frino, Managing Director, AM Best
Craig Swan, Managing Director, Supervision, Bermuda Monetary Authority (BMA)

12:00 - 2:00 PM

Networking Lunch

2:00 - 3:15 PM

Cost of Insurance (Coi) Litigation - The Current Landscape 

Over the past five years, the life insurance industry has witnessed a steady rise in litigation associated with Cost of Insurance rates on universal life (UL), indexed UL, and variable UL contracts.  In some cases, this litigation relates to insurer increases of inforce policy COI charges.  Speakers will discuss the history of COI litigation, the present environment, and possible future directions.  The significant roles played by actuaries in such developments will be presented.

Amanda Todd, Partner, Sidley Austin LLP

Tim Pfeifer, President, Pfeifer Advisory
Shaunda Patterson-Strachan, Partner, Drinker Biddle & Reath LLP

3:15 - 3:45 PM

Refreshment Break

3:45 - 5:00 PM

Genetics at the Crossroads - The Intersection of Privacy, Big Data, and Underwriting

2020 is shaping up to be a pivotal year for the use of genetic information in underwriting and beyond.  We have assembled a true multidisciplinary panel to detail the issue from medical, actuarial, and regulatory viewpoints.  How quickly is the science progressing and what must companies do now to prepare?  What would be the actuarial and business impact should significant restrictions be put in place?  What are the key issues of interest to regulators and legislators? What trends are we seeing across the globe?  Join us for industry expert viewpoints to these questions and bring your own for what is sure to be an engaging and interactive session.

Bruce Margolis, ACLI Risk Classification Committee Chair; Assistant Vice President & Medical Director, Pacific Life Insurance Company

Mike Gugig, Vice President, State Government Relations & Associate General Counsel, Transamercia Life Insurance Company

Mark Lombardo, Vice President, Global Actuarial Consulting Group, Munich Re and SOA Genetics study lead author

Dr. Dave Rengachary, Senior Vice President, Chief Medical Director, US Mortality Markets, RGA Reinsurance

5:00 - 6:00 PM

Networking Reception

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