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Upcoming/Recent Professional Activities
10/2010
Will speak at the Life Settlement Conference in Las Vegas sponsored by Deal Flow Media. Roger will speak on the topic: "Accounting Standards to Value Life Settlement Portfolios". His comments will reflect on the changing landscape for NAV determinations and why audited and regulatory reporting under international and US standards may not fully reflect actual portfolio value.
05/2010
Spoke on the use of third party resources for informed investment and analysis of life settlement funds and longevity products at the Second Annual ILMA European Investor Summit: Continued Emergence of Longevity as an Alternative Asset Class in London.
2009
Appointed to the Actuarial Committee of Life Expectancy Best Practices to represent underwriting interests in defining mortality for actual to expected industry results. This is a committee appointed by the Life Insurance Settlement Association (LISA).
2009
Appointed to the Society of Actuaries' Committee on Life Insurance Mortality and Underwriting Surveys. Roger will be particularly focused on the issue of mortality improvement. This committee provides ongoing research into industry practices and data available for definition of mortality curves.
03/2009
Spoke on "Actuarial/Underwriting - Longevity / Mortality, Underwriting and Debiting Methodology" at Nordea Markets' Senior Life Settlements Investments Seminar in Stockholm, Sweden.
09/2006
Addressed the LHATF Meeting in St. Louis. Roger spoke on Pre-Need Mortality.
06/2006
Addressed the SOA 6th Annual Product Development Actuary Symposium in Henderson, NV. Roger spoke on "The Life Settlements Market".
06/2006
As Chairman of the Project Oversight Group for the PreNeed Mortality Study, Roger presented an update on the new PreNeed Valuation Table to the NAIC Life & Health Actuarial Task Force (LHATF).
05/2006 - 05/2007
Served on the National Alliance of Life Companies (NALC) Board of Directors for a one year term.
05/2006
Addressed the Life Insurers Council at their Annual Meeting in Palm Beach, FL. Roger spoke on "Actuarial Answers for the Pre-Need and Final Expense Company".
2006 - 2007
Served as Chair of the Life Insurers Council (LIC) Actuarial Committee.
2006 - 2007
Served as Chair of the Project Oversight Group for Pre-Need Valuation Mortality.
12/2005
Addressed the Life & Health Actuarial Task Force, a subcommittee of the NAIC, at their Chicago meeting. Roger represented the Society of Actuaries in presenting progress of the Project Oversight Group for a new PreNeed Valuation Mortality Table.
11/2005
Presented at the 2005 SOA Annual Meeting in New York City. Roger spoke on Life Settlements for the Senior Market (Session 126).
11/2005
Addressed the PreNeed and Final Expense Forum of the Life Insurance Council in Atlanta. Roger spoke on "Realistic Mortality Assumptions for Pricing Final Expense and PreNeed Products".
08/2005
Named to the Society of Actuaries Project Oversight Group for New Preferred Risk Valuation Mortality Tables.
04/2005
Addressed the National Alliance of Life Companies at their spring convention in Rancho Mirage, California. Roger spoke on "Understanding Life Settlements and Their Impact on the Life Industry" and also provided an "Actuarial Update" in his role as Chairman of the Actuarial Committee.
01/2005
Named to the Program Committee for planning the Society of Actuaries 2005 Annual Meeting in New York.
11/2004
Named to the Society of Actuaries Project Oversight Group for designing a Pre-Need mortality experience study and evaluating the need for a new Pre-Need Valuation Mortality Table.
2003 - 2007
Served as Chair of the Actuarial Committee for the NALC.
Articles Published
Does It Seem to You that Valuation Mortality Tables Don't Last as Long Anymore? (2005)
Review of “The Life Settlements Market – An Actuarial Perspective on Consumer Economic Value” (2005)
Presentations
Annuity Products – 2004 SOA Annual Meeting
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