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WealthManagement EDGE
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Mark Paulson
Vice President, Hedge Business Development at Allianz Investment Management


Mark leads the development of new and existing global FIA, RILA and FIUL business from a hedging perspective. Leads the interaction with global clients (new and existing). Translates client business goals into projects for the various AIM hedging functions (Strategy, Systems, Portfolio Management and Trading). Oversees AIM hedging's involvement in global business development from end to end. He received his bachelor’s degrees in Mathematics and Actuarial Science from the University of St. Thomas in St. Paul, MN and his master’s degree in Financial Mathematics from the University of Minnesota, Minneapolis, MN. Prior to his current position Mark was the Quantitative Analyst, Assistant Vice President of Hedge Trading at Allianz. Previously Mark worked at Watson Wyatt as an actuarial consultant in both the group health care and pension practices, and Walleye Trading as a trader and risk manager.

Agenda Sessions

  • Advanced Financial Planning Workshop