This is the official podcast feed of the Society of Actuaries
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Society Of Actuaries Soa Podcasts
AI Insights - delving into the fascinating world of artificial intelligence and its impact on the actuarial profession. InsurTech Insights - sharing knowledge on evolving technology and InsurTech.
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PD Edge Pod Episode 6: From Actuary to CEO, Carl Hess on his leadership journey at WTW
12:06
12:06
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12:06The podcast features a conversation with Willis Towers Watson CEO Carl Hess, who discusses his progression from actuary to CEO, emphasizing the importance of analytical skills, communication, and people management in leadership. Carl highlights how technology and AI are transforming the actuarial profession, noting that automation and AI projects a…
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Young Professional Advisory Council: Big Company or Big Risk? Actuarial Life in Corporate vs. Startup Worlds
31:17
31:17
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31:17What is it really like to work as an actuary in a fast-moving startup versus a large, established company? In this episode, YPAC member Zack Moore sits down with Matt Briggs to unpack the realities of both worlds, from culture and pace to impact, growth, and career satisfaction. They explore how actuaries fit into each environment, the trade-offs b…
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In this episode of the Get Plugged In podcast originally published in September 2025, host Dale Hall, Managing Director of Research at the Society of Actuaries, is joined by Joe Alaimo, CEO of ProComp Consulting Inc. and Community Advisory Team Member of the Emerging Topics Community. Together, they delve into the findings of a recent roundtable di…
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Title: PD Edge Pod Episode 5: Actuaries working with Data Scientists featuring Tom Callahan and Dave Friesen
20:13
20:13
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20:13This podcast episode features Dave Friesen and Tom Callahan discussing the collaboration between actuaries and data scientists. Tom is an Actuary who works extensively with data scientists, and Dave is a data scientist who works with Actuaries, making them a great combo for the topic. Dave highlighted the operational focus of data science in improv…
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Winning the Race – America's AI Action Plan
30:47
30:47
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30:47In this episode of Get Plugged In – AI Insights, Dale Hall, Managing Director of Research at the Society of Actuaries Research Institute, is joined by Frances M. Green, Corporate Defense Attorney and AI Governance Professional at Epstein Becker Green. Together, they unpack the implications of the White House's July 2025 AI Action Plan, Winning the …
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Young Professional Advisory Council: Research at the SOA: A Gateway to Innovate, Influence, and Inspire
40:10
40:10
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40:10Research isn't just for academics! This episode reveals how broad the impact of SOA research is – balancing the retrospective with the prospective – and why it's essential for actuaries and the broader public. YPAC Vice-Chair Tasso Bountouvas and guest R. Dale Hall discuss misconceptions, real-world applications, and how you can contribute – no PhD…
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Health Section: Behind the Med Supp Market – Claim Costs, Regulations and Opportunities
43:12
43:12
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43:12Listen in as Greg Fann interviews Moshe Nelkin about Medicare Supplement insurance. We will take you from Medicare basics through product details covering pricing assumptions, factors driving claims trend, regulatory considerations, challenges, opportunities, and more.
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Long Term Care Section: Rethinking LTC - The Wellness Evolution
30:41
30:41
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30:41Roger Loomis sits down with Stephanie Moench and Michael Rustemeyer to discuss their paper that was just published by the SOA Research Institute: "Long-Term Care Wellness Primer", which can be downloaded here: https://www.soa.org/resources/research-reports/2025/long-term-care-wellness/
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Health Section: Estimating Large Claims – Predictive Modeling vs Traditional Methods
23:25
23:25
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23:25Listen to Juan Herrara and Danny Moore discuss pending claims, large claims, and using predictive analytics and other modeling techniques to develop these estimates.
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Marketing & Distribution Section: Insuring Tomorrow - Navigating the Digital Revolution in Insurance
7:50
7:50
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7:50Join host Tiana Zhao as she explores the cutting-edge trends reshaping the insurance landscape. From AI-driven underwriting to climate-focused products, this episode of the SOA Marketing and Distribution podcast dives deep into the technological and societal shifts transforming how we think about risk and protection. Discover how insurtech startups…
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Emerging Topics Community: GenAI with Coding Agents – Simulating Healthcare Costs
24:39
24:39
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24:39Anders Larson and Shea Parkes discuss using GenAI applications with coding agents to simulate healthcare costs. They revisit the distinction between large language models (LLMs) and the applications that wrap them. They then use some newer GenAI application functionality to generate some simulated healthcare cost distributions. During their discuss…
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Description: Listen as co-hosts Jackie Lee and Josh Hammerquist speak to data scientist Supriya Ramachandra as they discuss how she attacks messy data with Artificial Intelligence and Machine Learning. From this discussion, actuaries will learn about how these cutting-edge tools can be used in their work. PleaseNote: At timestamp 11:00: The trainin…
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Young Professional Advisory Council: Promoting the Next Generation of Actuaries- The Art of Managing Down
29:10
29:10
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29:10In this month's YPAC podcast host Shawn Stender, FSA, MAAA will be joined by Simon Gervais, FSA, MAAA to discuss an often-overlooked topic for young actuaries. With so much focus given to career advancement and "managing up," actuaries looking might overlook the benefits of managing down to promote younger professionals within their organization. T…
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AI Impact on Insurance Industries in Greater China
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34:01
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34:01In this episode of Get Plugged In – AI Insights, host Dale Hall, Managing Director of Research at the Society of Actuaries, sits down with JianGang He, FSA, FCIA (Associate Director, AON PathWise) and Hong Li, FSA, ACIA (Professor, University of Guelph) to discuss the SOA Research Institute report: AI Impact on Insurance Industries in Greater China…
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Health Section: Understanding Tertiary and Quaternary Hospitals in the US, an Actuarial Perspective
31:42
31:42
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31:42Join Danny Moore and Aaron Jurgaitis as they discuss tertiary and quaternary care from an actuarial perspective. Danny and Aaron discuss: Definitions around the different levels of care, from primary up to quaternary Specifics around the types of care delivered in the specialized facilities that deliver this care, and The key themes actuaries need …
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In this episode of the Get Plugged In Podcast Series: AI Insights, Dale Hall, Managing Director of the Society of Actuaries Research Institute, is joined by Michael Niemerg, Principal and Director of Data Science and Analytics at Milliman IntelliScript, to explore the urgent and evolving topic of fairness in artificial intelligence, particularly as…
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Emerging Topics Community: Actuarial Model Validation
25:50
25:50
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25:50In this episode Joe Alaimo interviews Jeremy Levitt. Actuarial models are central to decision-making across insurance, finance, and risk management—but without proper validation, even the most sophisticated models can lead to costly errors. In this episode, Joe and Jeremy take a deep dive into model validation: defining its purpose, outlining key p…
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In this episode of the Get Plugged In podcast, host Dale Hall, Managing Director of Research at the Society of Actuaries, is joined by Joe Alaimo, CEO of ProComp Consulting Inc. Together, they delve into the findings of a recent roundtable discussion focused on the role of generative AI in the actuarial profession. Joe shares highlights from the pa…
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Marketing & Distribution Section: Actuarial Innovation - Revolutionizing Marketing and Distribution with OKRs
8:54
8:54
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8:54Join host Tiana Zhao as she explores the transformative power of Objectives and Key Results (OKRs) in the world of marketing and distribution actuarial work. This episode of the SOA Marketing and Distribution podcast dives deep into: The fundamentals of OKR methodology and its adoption by tech giants How OKRs can enhance clarity, focus, and measura…
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Vibe Coding – Promise and Perils of AI-Assisted Development
25:38
25:38
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25:38In this episode of Get Plugged In – AI Insights, Dale Hall, Managing Director of Research at the Society of Actuaries, sits down with Dr. Raymond Sheh, Associate Research Scientist at Johns Hopkins University and Guest Researcher at NIST. Together, they explore the concept of Vibe Coding, a new approach to AI-assisted software development that emph…
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Young Professional Advisory Council: Beyond the Numbers: Finding Purpose as an Actuary
27:28
27:28
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27:28Join host Justin Le, ASA, MAAA for a talk with Kate Smith FSA, MAAA about finding meaning and purpose in our work as actuaries. Kate is a Director and Actuary working in Valuation at Penn Mutual Life Insurance Company. In this episode Kate shares her perspective and advice on connecting her work to the impact on her company's members.…
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Health Section: Epidemiology Using Cluster Analysis and Insurance Company Data
25:49
25:49
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25:49Listen as Danny Moore interviews Charlie Larimer on Epidemiology and Predictive Analytics. Listen as Charlie gives his insight on applying predictive analytics techniques to determine drivers of health outcomes in differing populations and regions.
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PD Edge Pod Episode 4: Actuaries building trust while utilizing AI models with Amanda Hug
15:20
15:20
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15:20This interview featured Amanda Hug, the president and chair of the Society of Actuaries, discussing the role of actuaries in building trust with AI models. Amanda shared a personal anecdote from a trip to Uganda, highlighting the global reputation of actuaries. The discussion covered the importance of integrity, excellence, and professionalism in t…
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Long Term Care Section: Gen Z Meets LTCI: Arielle Galinsky on Rethinking Aging
29:35
29:35
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29:35Arielle Galinsky—Harvard Kennedy School MPP candidate, JD candidate at Yale Law School, and advocate for aging with dignity—joins host Roger Loomis for a wide-ranging conversation on caregiving, aging, and how her generation sees the future of LTC financing.
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Health Section: Bridging Data Science and Actuarial Science
26:30
26:30
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26:30Listen to this interview with Whitney Pratt – an actuary who leads a team of data scientists – about similarities and differences of the two fields and how we can better work together. If you are an actuary wanting to know more about data science, or trying to choose between the two career paths, this is a must listen!…
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dacadoo and AI – the growing role of wearables
25:22
25:22
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25:22In this episode of the AI Insights series from the Society of Actuaries Research Institute, Dale Hall sits down with Blake Hill, Vice President of Market Development & Growth at dacadoo. They explore how wearable technology, coupled with AI, is transforming the life and health insurance landscape—from personalized underwriting and engagement strate…
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Young Professional Advisory Council: Into the Void - Growth, Career and Finding Your Purpose After Actuarial Exams
25:20
25:20
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25:20Becoming credentialed is one of the major goals for an actuary, but what does life look like after? Join Carly Mauro, FSA, MAAA and Chris Lombardi, FSA, MAAA as they discuss "the void" and how to approach personal growth, investing time in the community and the SOA, and professional development after exams.…
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Faulty Medication by Brian Tajlili, FSA, MAAA
21:49
21:49
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21:49SOA is proud to present the audio version of the winning entry in the 2024-25 Speculative Fiction Contest, Faulty Medication by Brian Tajlili, FSA, MAAA. Here is what the contest's literary judge, Dr. Bob Mielke, had to say, "Nothing but positives here. A plausible and timely scenario, excellent world-building, vivid incidents, lively and detailed,…
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Marketing and Distribution Section: The Rise of Marketing Actuaries: Where Data Science Meets Marketing
9:52
9:52
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9:52Join host Tiana Zhao, FSA, CERA, as she explores the emerging field of marketing actuaries in this insightful episode of the SOA Marketing and Distribution podcast. Discover how these professionals blend actuarial science with marketing strategies to drive data-informed business decisions. Tiana breaks down the key responsibilities of marketing act…
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Young Professional Advisory Council: The Path Less Actuaried: from Med School to Actuary
29:27
29:27
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29:27In this podcast, Michael Frings FSA, MAAA, now Chief Actuary at one of the Bermuda insurance companies, shares his experiences on his career path, where he started from an unexpected place -- medical school, which ultimately took him to where he is now -- an actuary. Please join us as we explore how Michael navigated his "unusual" path, how he foun…
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Emerging Topics Community: Model Validation 101: Bring your Calculus Mindset!
8:07
8:07
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8:07In this podcast episode Joe Alaimo interviews Bob Leach. Bob introduces us to model validation concepts from the article that he has written for the emerging topics community: Model Validation 101: Bring your Calculus Mindset! Bob discusses how to use calculus concepts to validate results from actuarial models. This discussion is in the context of …
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PD Edge pod Episode 3: The Building Blocks of IFRS 17 with Darryl Wagner
19:45
19:45
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19:45In this podcast Darryl Wagner, Principal with Deloitte Consulting, discussed the complexities and principles of IFRS 17, highlighting its goal to standardize insurance accounting globally. He explained the building blocks of IFRS 17, including best estimate cash flows, risk adjustment, and contractual service margin (CSM). Darryl emphasized the sig…
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Leading with AI: Insights from Tim Rozar & Jeff Heaton
34:56
34:56
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34:56In this episode of the Get Plugged In – AI Insights series from the Society of Actuaries Research Institute, Dale Hall welcomes two distinguished guests from Reinsurance Group of America, Incorporated: Tim Rozar, Past-President of the Society of Actuaries and Chief Innovation and Content Officer, and Jeffrey Heaton, Vice President of AI Innovation.…
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Host Jackie Lee discusses the MAPD historical and future landscape of the Medicare Advantage market. They talk about notable milestones throughout the years and their impact on the growth of this sector.
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Professional Development Edge+: Episode 2 Why Actuaries should oversee AI models with Sherry Chan & Robert Eaton
12:07
12:07
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12:07This podcast features Robert Eaton, Principal and Consulting Actuary at Milliman and Sherry Chan, Managing Director at EY. They discussed the role of actuaries in overseeing AI models, highlighting their unique skills in data analysis and model evaluation. Robert and Sherry emphasized the importance of actuaries in ensuring AI models are free from …
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Marketing & Distribution Section: Building Strong Relationships in Actuarial Marketing and Distribution
8:59
8:59
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8:59Join host Tiana Zhao as she explores the critical role of relationships in actuarial marketing and distribution. In this insightful episode, Tiana discusses why strong partnerships are essential in the insurance and financial services industry, and provides practical tips for understanding distribution partners, effective communication, collaborati…
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Join Host Jackie Lee with Brian Pauley as they discuss the characteristic of leaders, including developing an abundance mindset. Their discussion is based on the High Road Leadership book by John Maxwell and Brian's article featured in The Stepping Stone.
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Emerging Topics Community: Comparison of Regulatory Framework for Non Discriminatory AI Usage in Insurance
16:20
16:20
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16:20Join Joe Alaimo, Founder and CEO of ProComp, and David Schraub, Founder and CEO of David Schraub Actuarial Consultancy, as they discuss the rapidly developing regulatory frameworks surrounding AI in the insurance industry. They explore the intricacies of laws and guidelines across the U.S., Canada, the European Union, and China, focusing on AI's ro…
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Health Section: Inpatient Maternity Rates and Price Transparency Data with Greg Mottet
24:07
24:07
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24:07Dive into price transparency with Danny Moore and Greg Mottet, founder of Vairate. In this episode, they discuss a study exploring inpatient maternity rates in Washington, as well as the use of price transparency in payer-provider negotiations and its impact on consumers, payers, providers, and employers.…
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Long Term Care Section: Public Programs and Middle Markets
36:12
36:12
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36:12Roger Loomis and Steve Schoonveld discuss the state of the Long-Term Care Insurance industry and the opportunities to modernize products and broaden coverage.
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A Guide for Actuaries: Using LLMs with Purpose and Precision
23:47
23:47
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23:47In this episode of Get Plugged In: AI Insights, Dale Hall speaks with Caesar Balona, Senior Manager of Catastrophe and Climate Modelling at Old Mutual Insure, about his new report on integrating Large Language Models (LLMs) into actuarial workflows. The conversation explores practical applications, ethical considerations, and how actuaries can adop…
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Marketing & Distribution Section: Minute Manager Makeover: Modern Leadership in 60 Seconds
8:10
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8:10In this episode, join host Tiana Zhao, FSA, CERA, to explore the principles of "The New One Minute Manager" by Ken Blanchard and Spencer Johnson.
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AI Insights – Episode 2 – AI and Exam Prep
18:53
18:53
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18:53🎧 Welcome to AI Insights! We have an insightful episode today featuring Jeff Yang, creator of The Actuarial Nexus. Jeff joins Host Dale Hall, Managing Director at the Society of Actuaries Research Institute, to discuss how artificial intelligence is transforming the landscape of actuarial exam preparation. Dive into practical AI applications, under…
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Young Professional Advisory Council: Bring Passion to Your Career Journey
41:43
41:43
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41:43Join host Andrea Wang, ASA, ACIA, for an inspiring episode featuring Vincent Lepez, PhD, IAF (Institut des Actuaires Francais), a distinguished leader and a seasoned expert in the insurance and reinsurance industry. With decades of experience bridging academia and diverse global sectors, Vincent unveils his remarkable career journey, offering actio…
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Long Term Care Section: We Learn from Experience!
28:13
28:13
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28:13Roger Loomis interviews Matt Morton about the next generation of the SOA's Long-Term Care experience study. You can reach out to Matt Morton at [email protected].
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Entrepreneurial & Innovation: Turning Modeling Headaches into an Actuarial Infrastructure Startup
34:47
34:47
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34:47Host Victor Zhao, FSA, CERA sits down with Frank Cheung, FSA, MAAA, CEO and Founder of Accorded, to explore how modeling headaches and operational friction inspired him to launch an actuarial data and analytics infrastructure startup. Frank shares how he identified the core problem, validated it through deep industry conversations, and took the lea…
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Marketing & Distribution Section: Pensions Reimagined: Navigating Demographics and Innovation with Lilach Frenkel
22:58
22:58
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22:58Join us for an insightful conversation with host Tiana Zhao and guest Lilach Frenkel from CAAT Pension to explore the evolving world of pensions.
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Young Professional Advisory Council: Calculated Risks with Jing Lang - A Journey from Corporate Actuary to Entrepreneur
30:08
30:08
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30:08How do you go from working in a structured corporate actuarial role to forging your own entrepreneurial path? In this episode, Yisi Wang, FSA, CFA sits down with Jing Lang, FSA, FCIA, a seasoned actuary, writer and entrepreneur, who transitioned from corporate actuarial science to entrepreneurship. She shares her journey, the challenges she faced, …
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Emerging Topics Community: Climate Change: An introduction with Actuarial Considerations
13:33
13:33
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13:33In this episode, Joe Alaimo interviews Joan Barret to discuss climate change, highlighting their impacts on the environment and everyday life and the roles actuaries play in assessing risks and solutions related to climate change.
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Do you need professionalism credits? Look no further and listen to host Jackie Lee discuss experiences with the ABCD for counseling from guests Cathy Quock and Lydia Tolman.
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