Platinum Sponsors

Prudential logo

Prudential Financial, Inc. (NYSE: PRY), a financial services leader with approximately $943 billion of assets under management as of March 31, 2012, has operations in the United States, Asia, Europe, and Latin America. The Prudential Insurance Company of America and Prudential Retirement Insurance and Annuity Company, both wholly owned subsidiaries of Prudential Financial, Inc. have assets of $253.7 billion and $63.4 billion each, liabilities of $245.5 and $62.4 billion each, and capital and surplus of $8.2 billion and $1.1 billion each.

Prudential's diverse and talented employees are committed to helping individual and institutional customers grow and protect their wealth through a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, and investment management. In the U.S., Prudential's iconic Rock symbol has stood for strength, stability, expertise and innovation for more than a century.


  • Serves individual and institutional clients worldwide through a variety of channels, including one of the largest proprietary distribution forces in the industry.
  • Has approximately 51,000 (as of December 31, 2011) employees and sales associates in 38 countries and territories (we are known as Pramerica in some non-U.S. markets).
  • Conducts its Principal businesses through three divisions: the U.S. Retirement Solutions and Investment Management division, the U.S. Individual Life and Group Insurance division, and the International Insurance division.

The Prudential Insurance Company of America (PICA) and Prudential Retirement Insurance and Annuity Company (PRIAC), both wholly owned subsidiaries of Prudential, are leading the way in helping all types of defined benefit plans create a clear path to pension de-risking - regardless of their plan size or funded status. PICA's and PRIAC's risk transfer solutions combine its core strengths in retirement, insurance and asset management. In addition, PRIAC provides longevity reinsurance to insurers in the United Kingdom. These strategies transfer longevity risk to Prudential in exchange for reinsurance premiums, and deliver the flexibility U.K. insurers need, along with the added security their clients demand.

Information for PRIAC is as of 12/31/2011.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc, which is headquartered in the United Kingdom. Insurance products are issued by Prudential Retirement Insurance and Annuity Company (PRIAC), Hartford, CT, or The Prudential Insurance Company of America (PICA), Newark, NJ. Both are Prudential Financial companies. Each company is solely responsible for its financial condition and contractual obligations. PRIAC and PICA provide insurance products for US pension plans but are not authorized to provide insurance products for UK pension plans. Neither PRIAC or PICA nor Prudential Retirement are authorized or regulated by the UK Financial Services Authority (FSA) not any other regulatory bodies of European Economic Area (EEA). They do not offer insurance or reinsurance in the UK nor in the EEA. PRIAC does provide reinsurance in the US to UK insurance companies that have acquired UK pension risks through transactions with UK plan sponsors. PRIAC is not authorized or regulated by the Office of Superintendent of Financial Institutions for Canada or by the Financial Services Commission of Ontario.

Guarantees are based on the claims-paying ability of the issuing insurer and are subject to certain limitations, terms and conditions.

©  2012 Prudential, the Prudential logo, the Rock symbol and Bring Your Challenges are service marks of Prudential Financial, Inc., and its related entities, registered in many jurisdictions worldwide.


Sun Life Logo

Sun Life Financial is a leading international financial services organization serving millions of customers worldwide. With innovative technology, a strong distribution network and long-standing relationships with some of the country's largest employers, we are today providing financial security to one in five Canadians.

Sun Life has been underwriting insurance products and assuming the mortality and longevity risk of Canadians for over 140 years. Recognizing a growing market need to help Canadian companies more effectively manage risks in their defined benefit plans, Sun Life launched Defined Benefit (DB) Solutions in late 2008.

In 2011, DB Solutions introduced longevity insurance to provide plan sponsors with protection from the extra pension costs that arise if their plan members live longer than expected. The introduction of longevity insurance completes a full suite of innovative solutions offered by DB Solutions to de-risk pension plans. Other solutions include annuity buy-outs, annuity buy-ins and customized liability driven investment portfolios.

Chartered in 1865, Sun Life Financial and its partners today have operations in key markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China and Bermuda. As of March 31, 2012, the Sun Life Financial group of companies had total assets under management of $494 billion.

Gold Sponsors

sg logo

Société Générale is one of the largest European financial services groups. Based on a diversified universal banking model, the Group strives to combine financial solidity with a strategy of sustainable growth, and aims to be the reference for relationship banking, recognized in its markets, close to clients, and chosen for the quality and commitment of its teams. Around 160,000 employees, based in 77 countries, accompany more than 33 million clients throughout the world on a daily basis. SG Americas Securities, LLC is a wholly-owned subsidiary of Société Générale. Société Générale is headquartered in Paris and rated A, A+ and A2 by Standard & Poor's, Fitch and Moody's Investor Services, respectively (as of July 7, 2012).

SG CIB's Global Markets Division has been active in the U.S. since the early 1990s. The newly created Cross-Asset Solutions Group ("SOL"), part of the Global Markets Division of SG CIB, is an integrated multi-asset market solutions provider. SOL offers customized solutions to a wide variety of clients, based on a comprehensive range of underlyings (equities, commodities, interest rates, currencies, credit, hidden assets, hedge funds, mutual funds, and multi-asset/hybrid products).

Through the use of derivatives, combined with a dedicated approach to its clients, the Cross Asset Solutions Group works closely with institutional investors, family offices and funds of hedge funds to tailor solutions that specific risk/reward appetites. The department offers a full range of financial solutions, including: principal protected notes, leverage/credit facilities, portable alpha structures, hidden assets and hedge fund exposures. 

Société Générale was named "Best Global Structured Product House" in 2012 by Euromoney and "Structured Products House of the Year - Americas" in 2010 by Structured Products Magazine. SG has also been voted "Equity Derivatives House of the Year" a total of 14 times between 2000 and 2008 by IFR, Risk Magazine and The Banker, recognizing our position as one of the true global leaders in the industry.

SOA logo

The Society of Actuaries (SOA) is a global educational, research and professional organization dedicated to serving the public, its members and its candidates. As the largest professional organization for actuaries in the United states, with more than 23,000 members around the world, the SOA offers unparalleled opportunities to reach out to actuaries in different practice areas, different industries and different countries.

Seeking to fulfil its vision for actuaries to be leading professionals in the measurement and management of risk, the SOA currently offers five tracks to fellowship: individual life and annuities, retirement benefits, group and health, investments and finance/ enterprise risk management. Beginning in 2013, the SOA will introduce an exam track in general (property/casualty) insurance in earning the Fellow of the Society of Actuaries (FSA) credential.

In addition, the SOA offers the Chartered Enterprise Risk Analyst (CERA) credential, which is the most comprehensive and rigorous demonstration of enterprise risk management (ERM) expertise available.

Working to advance actuarial knowledge across disciplines, the SOA conducts various events and professional development opportunities to ensure excellence in its actuaries' work in providing expert advice and relevant solutions for financial, business and societal problems.

Bronze Sponsor
CIA logo

The Canadian Institute of Actuaries (CIA) is the national organization of the actuarial profession. Member driven, the Institute is dedicated to serving the public through the provision, by the profession, of actuarial services and device of the highest quality. In fact, the Institute holds the duty of the profession to the public above the needs of the profession and its members.

The CIA promotes the advancement of actuarial science through research; provides quality education and qualification programs for members and prospective members; ensures that actuarial services provided by its members meet extremely high professional standards; is self-regulating and enforces rules of professional conduct; and is an advocate for the profession with governments and the public in the development of public policy.