Financial Services Forum

Plenary 1


Martin Stevenson, Institute President

Keynote Speaker

Australia's Expanding Economic Horizons
Dr Don Stammer

Concurrent 1

Meeting the Needs of Australia's Future Dissavers
Anthony Bice, David Moloney
Presentation Audio

Back to the Future – Opportunities for Life Officers in Unit-Linked Business
Wade Tubman, Andrew Tang
Presentation Audio

Genetics in Underwriting Life Insurance Risk Committee Anthony Brien, Ron Trent

Risk Management Education and Research and ERMII Initiative
Mike Sherris, Mark Young

The Value of Advice
Richard Cornwell
Audio Paper

Concurrent 2

Hot Topics in Super
Brad Jeffery, John Ward, Darren Wickham
Presentation Audio Paper

Polishing the Crystal Ball – Progressing the Institute's Vision over the Next Ten Years
Greg Martin
Presentation Audio

Unitistation, Governance and Control Cycles
Julian Gribble
Presentation Audio

Reverse Mortgages – Finally a New Life Insurance Product?
James Collier

Asset Liability Management for Australian Life Insurance
Anton Kapal, Zac Roberts
Presentation Audio

Concurrent 3

Valuing Performance Linked Share Based Payment – A Report from the Coal Face
John Graham, Keith Martland
Presentation Audio Paper

Results of the Morbidity Committee Life Insurance Risk Committee
Anthony Brien

Target Surplus
Caroline Bennet, Paul Ivory
Presentation Audio

Profit Testing in a Retail Lending Portfolio
Conor O'Dowd, Eamon Kelly

Mean Reversion in Equity Markets – A Literature Review
Anthony Asher
Presentation Audio

Concurrent 4

Living Life Optimally with a Mean Reverting Price of Risk
Hing Chan
Presentation Audio Paper

Product Rationalisation
Paul Swinhoe
Presentation Audio

Rating Life Investing
Hoa Bui
Presentation Audio

Does Ethical Investing Reduce Returns
John Evans

Risk Measures and Capital for Dependent Risks and Mixture Models for Models for Understanding Dependencies of Insurance and Credit Risks
Florence Wu, Mike Sherris, Emiliano Valdez
Presentation Audio Paper

Plenary 2

Future Investment Opportunities for Australian Institutions
Adnan Kucukalic Presentation Audio
Dimitri Burshtein Presentation Audio
Andre Morony Audio
Questions & Answers Audio

Financial Service Forum Dinner

Concurrent 5

Mortality of Public Sector Scheme Pensioners
Andrew Dougham, Mark Nelson, Richard Starkey, Anne Wilson
Presentation Audio

Pandemic – What Every Actuary Advising an Australian Financial Services Organisation Should Know
Alex Stit
Audio Paper

The Role of the Actuary in Unit Pricing and Managing Unitised Funds
Michael Dermody, Martin Panio
Presentation Audio

Equity Release – Options and Guarantees
Duncan Rawlinson
Presentation Audio

Widening the Distribution Channel
James Hickey
Presentation Audio

Means Test – An Evaluation of the Justice if Imposing High Rates of Glow-back on Those of Modest Means
Anthony Asher
Presentation Audio Paper

Concurrent 6

Financing the Ageing – Worldwide Update on Issues, Policy and Product Development
Retirement Incomes Task Force, Steve Shubert
Presentation Audio

Postcards from the Edge – Return to Work Strategies or Claim Management Trends
Jane Dorter

Review of Market Practice of Disclosure Under AIFRS
Daniel Longden, Jaimie Sach
Presentation Audio

Corporate Interest Rate Risk Management with Derivatives in Australia
Luiz Carnerio, Mike Sherris
Presentation Audio Paper

Price Optimisation in Financial Service Moving Closer to Individual Pricing
Adam Druissi

Financial Risk Management for the Life Insurance / Wealth Management Industry
Wade Matterson
Presentation Audio

Concurrent 7

Group Insurance in 2006 and Beyond
P Durant, K Maartensz, A McDonnell, S Denzel
Presentation Audio

External Peer Review – Not Just an Audit
Hoa Bui, Briallen Cummings
Presentation Audio

International Trends in Regulatory Capital and Target Surplus
Jennifer Lang, Caroline Bennet
Presentation Audio

Market Risk – Life Insurance Compared to Bank
Robert Daly, Anton Kapel
Presentation Audio

Valuation of Long term Equity Options and Guarantees Under Stochastic Interest Rates
Bernard Wong
Presentation Audio

Concurrent 8

Update from Super Tax Reform Task Force
John Trowbridge, Geoff Dunford, Darren Wickham, Mark Nelson
Presentation Audio

Update and Member Contribution Life Insurance Wealth Management Practice Committee
Grant Peters
Presentation Audio

Valuation of Frictional Cost
Caroline Bennet
Presentation Audio

Weather Derivatives Pricing and Risk Management Applications
John Tindall
Presentation Audio Paper

Adverse Selection Spirals
Piet de Jong, Shauna Ferris
Presentation Audio Paper

Plenary 3

The Growing Importance of Risk Management
Introduction Audio
Harvey Crapp Audio
Pauline Blight Presentation Audio
Mick Leonard Presentation Audio
David Knox Presentation Audio
Questions & Answers Audio