Correspondence with Academy
Karen’s second email to Steve Alpert – Email from Karen to AAA President Steve Alpert requesting the source for a statement he made about Karen in SOA Linkedin Group on 2/22/2018 or that he take down this statement.
Karen email to Steve Alpert – Email from Karen to AAA President Steve Alpert requesting the source for a statement he made about Karen in SOA Linkedin Group on 2/22/2018.
Steve Alpert’s comments from SOA Linkedin Group – Almost all of comments two and three are inaccurate. Of particular concern are the factually inaccurate statements that Steve Alpert made in comment 2. Steve is entitled to his own opinion about me, but it is not appropriate for him to make up facts and publish them to support his opinion.
Karen’s Attorney’s Letter Requesting AAA Members Who Can Vote – The Academy did not respond at all to the initial request.
Karen’s Attorney’s Letter Requesting AAA Members Who Can Vote – The Academy of Actuaries is organized under Illinois law. Under Illinois law, members of an organization are entitled to certain information. I requested this information so that I may send information regarding the Sunshine Amendment to Academy members.
Letter to David Wachen – Academy’s response to Karen Smith’s attorney David Wachen. The Academy published this letter on their website February 13, 2018 and included in their newsletter February 16, 2018. I do not agree with Mr. Monts’ legal conclusions or construction of the facts.
Karen’s Lawyer Letter to the Academy – Letter requesting access to meetings and that the Academy follow its bylaws and meeting policy
Transparency Update Letter -Second letter from Karen to the Presidents of the US-based actuarial organizations (including Academy president)
CoQ Response – Response to Karen’s request to attend Committee on Qualification’s meetings. Paul is the Academy’s general counsel. Karen’s post regarding Paul’s email.
Email Chain about Council on Professionalism Meeting – This email chain illustrates the problem with both the old and new meeting policy. You have to be an Academy insider to even know that meetings are happening. And, once you know the meeting is happening, the Academy will not tell you generally what the subject matter of the meeting is or easily tell you the date, time and location. If you have to guess the date, time and location of the meeting, is the meeting open or closed? In the end, they did provide me a chair and let me eat lunch with them. 🙂 And, as an observer, I can say it was a well-run meeting with great discussion. It reflected well on the Academy. Why don’t they want people to see these meetings?
ASB Transparency – Letter from Karen to the Presidents of the US-based actuarial organizations (including Academy president)
PKD letter in response to Karen’s antitrust letter – Wow! Does this response seem over the top? Was a response even necessary at all? Paul is the Academy’s general counsel. I have no personal knowledge of who wrote this letter, but parts of it read as if Mary Downs, the Academy’s Executive Director, is speaking – I can literally close my eyes and picture her saying the words.
Karen’s letter to ASB re: Antitrust and revisions to ASOP 4– Karen’s letter to ASB re: anti-trust concerns about revisions to ASOP 4. I meant this letter to be helpful. If it was not helpful, it could have been ignored.
Want to Read More?
Review Correspondence with the other Actuarial Organizations
Review Correspondence with the ASB
Review Correspondence with the NAIC and the government