We Are Actuaries

Julia Lessing

Welcome to the We Are Actuaries Podcast, where you’ll meet leaders who use their actuarial powers to solve a range of problems and make a real difference.

  1. Presidential Perspectives with Barry Rafe

    1 DAY AGO

    Presidential Perspectives with Barry Rafe

    Tell us what you thought of this episode! This interview is part of the “Presidential Perspectives” mini-series with guest host Martin Mulcare. You can also listen to the interview on the We Are Actuaries podcast episode number 82. Martin Mulcare asks Barry Rafe to share some reflections from his senior leadership experience, including his role as the 2011 (and part of 2018) President of the Actuaries Institute. In this interview, Barry shares:  -          Why he put his hand up to serve as President of the Actuaries Institute, -          How his winding corporate career — from AMP to Accenture to running his own consulting firm — shaped his approach to leadership, -          What it really means to chair a board, -          The importance of holding firm opinions loosely, and -          His top tip for actuaries aspiring to leadership roles. Barry is a financial services professional with experience as a director, CEO and consultant. Barry is currently a director of a public relations and media business. He presents courses on board governance, strategy and finance for the Australian Institute of Company Directors.  Barry is a Fellow of the Actuaries Institute, a Fellow of the Australian Institute of Company Directors. Barry has published several research papers on board governance. Namely,  • The Special Needs of Financial Services Boards, and  • CEO's Say One Thing and Do Another: An Insight Provided by a Royal Commission  Barry has also collaborated on several other research papers and is a reviewer of the governance notes prepared by the AICD. Our guest host, Martin Mulcare, is a qualified actuary, experienced senior leader and a talented facilitator. He enjoys working with different types of people and he loves sharing ideas. Formerly the facilitator of the Professionalism Course, Martin is a member of both the Australian Institute of Company Directors and the Ethics Centre and is the Chairman of the Board of The Growth Project. Connect with Barry and Martin on LinkedIn.   Read Julia’s leadership development books written especially for actuaries: For new and aspiring managers: "Aspiring Actuarial Leaders: The Modern Manager’s Toolkit"For new and aspiring senior leaders: "Senior Leadership: An Essential Guide for Actuaries" We are featured in the Top 15 Actuary Podcasts here on Feedspot. Thank you for listening to the We Are Actuaries podcast. Connect with Julia and Guardian Actuarial on LinkedIn. For more interviews and articles, visit our website.

    31 min
  2. Presidential Perspectives with Trevor Matthews

    17 MAR

    Presidential Perspectives with Trevor Matthews

    Tell us what you thought of this episode! This interview is part of the “Presidential Perspectives” mini-series with guest host Martin Mulcare. Trevor Matthews reflects on leadership, including his role as the 1997 President of the Actuaries Institute. “One of my favourite quotations about leadership comes from Napoleon Bonaparte. He said a leader is a dealer in hope", says Trevor. In this interview, Trevor shares: Why he was asked to join Council and serve as the President of the Actuaries Institute, how his corporate career shaped his leadership style, from running a small team to leading 12,000 people, why he sees leaders as “dealers of hope”, his outlook for the actuarial profession, and his top tip for actuaries aspiring to leadership roles.  “I loved Trevor's suggestion that the prime skill for a leader is to be a "dealer in hope". This was particularly relevant for Trevor, President in the Institute's Centenary Year, to ensure that the profession was looking forward with optimism to its next 100 years”, says guest host Martin Mulcare. Trevor qualified as a Fellow in 1975, having attended Macquarie University on a cadetship with Legal & General. He rose rapidly through the ranks to become Managing Director of their Australian business at just 36, and that same year was recognised as the Institute's third ever Actuary of the Year. In 1996, Trevor moved to lead NAB's retail banking and financial services business and served as President of the Institute during that landmark Centenary Year. He then embarked on an impressive fifteen-year international career, leading life and general insurance businesses across Canada, Japan, Scotland and England. Returning to Australia in 2013, Trevor brought that global experience to the boardroom, chairing and serving on the boards of a number of listed and unlisted companies — among them AMP, Bupa, CoverMore, Tokio Marine Asia, CMC Markets, and currently Prudential Malaysia. Trevor is very happily married to a fellow actuary, and both of his sons have recently qualified as Fellows — a proud family legacy. He remains deeply grateful for the opportunities the profession has given him, and his enthusiasm for it is as strong as ever. Our guest host, Martin Mulcare, is a qualified actuary, experienced senior leader and a talented facilitator. He enjoys working with different types of people and he loves sharing ideas. Formerly the facilitator of the Professionalism Course, Martin is a member of both the Australian Institute of Company Directors and the Ethics Centre and is the Chairman of the Board of The Growth Project. Connect with Trevor and Martin. Read Julia’s leadership development books written especially for actuaries: For new and aspiring managers: "Aspiring Actuarial Leaders: The Modern Manager’s Toolkit"For new and aspiring senior leaders: "Senior Leadership: An Essential Guide for Actuaries" We are featured in the Top 15 Actuary Podcasts here on Feedspot. Thank you for listening to the We Are Actuaries podcast. Connect with Julia and Guardian Actuarial on LinkedIn. For more interviews and articles, visit our website.

    30 min
  3. Presidential Perspectives with Helen Rowell

    3 MAR

    Presidential Perspectives with Helen Rowell

    Tell us what you thought of this episode! This interview is part of the “Presidential Perspectives” mini-series with guest host Martin Mulcare. Helen reflects on her senior leadership experience and her role as the 2002 President of the Actuaries Institute. “To add value in whatever role you're undertaking, you need to really be able to listen and understand the perspectives of others, try and join the dots and help navigate, particularly because there are lots of different views on all sorts of issues. A key leadership skill is being able to listen and understand those different views and then kind of build consensus and shared understanding so that you can actually find a way forward to solve whatever problem it is that you're dealing with”, says Helen. In this interview, Helen shares:  - Why she decided to run for Council and serve as Actuaries Institute President, - How she built the skills needed to perform the role of President,  - The importance of authentic leadership and choosing roles aligned with your values,  - Her outlook for the actuarial profession and her advice for actuaries aspiring to leadership roles.  “It is fascinating to hear Helen explain the skills she thinks are necessary to lead a profession at any time and then identify two leadership challenges that have only emerged recently”, says guest host Martin Mulcare. Helen was the President of the Actuaries Institute in 2002. She is Chair of Australian Retirement Trust Pty Ltd, a Director of Mental Health Australia and Deputy Chair of the State Insurance Regulatory Authority NSW. Helen was recently appointed as a member of the newly constituted ASX Advisory Group on Corporate Governance. She previously held senior roles at the Australian Prudential Regulation Authority (APRA) for over 20 years, including 10 years as an Executive Board Member and Deputy Chair. Helen played a leading role in APRA’s regulatory and supervision activities, with a particular focus on superannuation and insurance, and has been a key driver of enhancements to APRA’s management approach with oversight of all aspects of APRA’s operations, including strategy, finance, risk, security, audit, people and culture, corporate and regulatory affairs. Helen holds a BA, Actuarial from Macquarie University and is a Fellow of the Institute of Actuaries of Australia.  Our guest host, Martin Mulcare, is a qualified actuary, experienced senior leader and a talented facilitator. He enjoys working with different types of people and he loves sharing ideas. Formerly the facilitator of the Professionalism Course, Martin is a member of both the Australian Institute of Company Directors and the Ethics Centre and is the Chairman of the Board of The Growth Project. Connect with Helen and Martin. Read Julia’s leadership development books written especially for actuaries: For new and aspiring managers: "Aspiring Actuarial Leaders: The Modern Manager’s Toolkit"For new and aspiring senior leaders: "Senior Leadership: An Essential Guide for Actuaries" We are featured in the Top 15 Actuary Podcasts here on Feedspot. Thank you for listening to the We Are Actuaries podcast. Connect with Julia and Guardian Actuarial on LinkedIn. For more interviews and articles, visit our website.

    29 min
  4. How to build an independent consulting business with Syed Raza

    17 FEB

    How to build an independent consulting business with Syed Raza

    Tell us what you thought of this episode! Experienced actuary Syed Raza shares his lessons from building an independent consulting business. Syed Raza is an independent actuarial consultant and entrepreneur with over 15 years of experience in life insurance and annuities. After spending much of his career in traditional actuarial roles, Syed made the leap into independent consulting, where he now advises insurers, consultancies, and startups on complex valuation, modelling, and transformation initiatives. In addition to his consulting work, Syed is the creator of MyActuary Weekly, a widely read newsletter and media platform focused on the business side of actuarial careers, independent consulting, and emerging trends like AI in insurance. Through his writing, speaking, and community-building efforts, Syed helps actuaries think beyond technical work and take greater ownership of their careers. Syed is passionate about empowering actuaries to build flexible, fulfilling careers while creating real-world impact through their actuarial “superpowers.” In this interview, Syed shares:  -         Why he left a safe actuarial career path to become an independent consultant,  -         The biggest lesson he learned from his experience as an independent consultant, and  -         His advice for actuaries considering starting their own consulting business. Connect with Syed on LinkedIn. Connect with Julia on LinkedIn.   Read Julia’s leadership development books written especially for actuaries: For new and aspiring managers: "Aspiring Actuarial Leaders: The Modern Manager’s Toolkit"For new and aspiring senior leaders: "Senior Leadership: An Essential Guide for Actuaries" We are featured in the Top 15 Actuary Podcasts here on Feedspot. Thank you for listening to the We Are Actuaries podcast. Connect with Julia and Guardian Actuarial on LinkedIn. For more interviews and articles, visit our website.

    32 min
  5. Off the Beaten Path with Iris Lun

    02/12/2025

    Off the Beaten Path with Iris Lun

    Tell us what you thought of this episode! Actuary of the Year, 2025, Iris Lun shares her reflections on her unconventional actuarial career path. Iris Lun is the 2025 Actuary of the Year and co-founder of 10Life, a Hong Kong insurtech platform bringing fair insurance to over 2.3 million active users annually. With 25 years of international actuarial experience, Iris has held leadership roles across multinational insurance institutions and global consultancies before taking the unconventional path of insurtech entrepreneurship. A passionate advocate for diversity, innovation, and responsible AI for actuaries, Iris is an active volunteer in the Actuarial Society of Hong Kong, the Actuaries Institute and the International Actuarial Association. She was a 2023 finalist for the Advance Global Australian Award in Technology & Entrepreneurship. Iris holds degrees in Actuarial Studies and Japanese from the University of Melbourne. In this interview, Iris shares:  -          Her experience leaving home to work and travel globally as a young actuary, -          The pros and cons of switching roles and going for non-traditional actuarial roles, and -          The ups and downs of running a start-up as an (older) actuary. - Connect with Iris on LinkedIn.  - Connect with Julia on LinkedIn.  Read Julia’s leadership development books written especially for actuaries: For new and aspiring managers: "Aspiring Actuarial Leaders: The Modern Manager’s Toolkit"For new and aspiring senior leaders: "Senior Leadership: An Essential Guide for Actuaries" We are featured in the Top 15 Actuary Podcasts here on Feedspot. Thank you for listening to the We Are Actuaries podcast. Connect with Julia and Guardian Actuarial on LinkedIn. For more interviews and articles, visit our website.

    28 min
  6. The Edge of Comfort: Louis Lee on Actuarial Career Pivots

    25/11/2025

    The Edge of Comfort: Louis Lee on Actuarial Career Pivots

    Tell us what you thought of this episode! Experienced actuary, senior leader and newly elected Actuaries Institute Councillor Louis Lee shares how he stepped outside his comfort zone to build an interesting and diverse actuarial career across the globe.  In this interview, Louis shares:  -          How actuaries should not fear failing at any new tasks, -          How actuaries can pivot to any industry, and to any roles, and -          How AI will accelerate actuaries in adapting to new careers. Louis is the Managing Director APAC of CoverGo, where he leads CoverGo’s business development functions in the Asia Pacific region. He is also leading the Generative AI solutions for CoverGo’s clients. Louis has more than 20 years experience in the insurance industry across a number of countries in the whole region including Hong Kong, Singapore, South East Asia, Australia, and Japan, during which time he has held a number of senior roles of multinational insurance companies including Scor, FWD, Allianz, and Suncorp. He has been a Partner at Deloitte.  Louis specialises in digital transformation, and has implemented solutions for insurers on digital distribution, customer journey design, core system modernizations, Generative AI development, and product propositions. He has worked across all insurance sectors including Life, Health, and General insurance, and has also owned the P&L for a number of portfolios. In particular, he has extensive experience on individual and group medical portfolios, helping insurers in Asia Pacific in transforming their underwriting & claims operations, systems, and profitability.  Louis has been an active speaker and contributor in the insurance community over the years. He has spoken at events on topics such as “Unlocking the Value of Generative AI”; “Next-Gen: AI-Enabled Distribution”; “Launching Digital Product with a Customer Lens”; “Opportunities and Challenges of Cross-Border Health Insurance”; “Data and AI for Insurance Applications” amongst a number of speaking engagements.  -          Connect with Louis on LinkedIn.    -          Connect with Julia on LinkedIn.  Views and opinions expressed by guests on this podcast are their own and do not represent the views of their places of work.  Read Julia’s leadership development books written especially for actuaries: For new and aspiring managers: "Aspiring Actuarial Leaders: The Modern Manager’s Toolkit"For new and aspiring senior leaders: "Senior Leadership: An Essential Guide for Actuaries" We are featured in the Top 15 Actuary Podcasts here on Feedspot. Thank you for listening to the We Are Actuaries podcast. Connect with Julia and Guardian Actuarial on LinkedIn. For more interviews and articles, visit our website.

    34 min
  7. The Missing Skills: Martin Mulcare on Actuarial Leadership

    11/11/2025

    The Missing Skills: Martin Mulcare on Actuarial Leadership

    Tell us what you thought of this episode! Experienced actuary, adviser and GA Senior Leadership Program co-facilitator Martin Mulcare shares how he learned what he didn’t know he needed to learn as he stepped into his first general management role. In this interview, Martin shares:  -          The critical leadership skills actuaries need beyond technical expertise, including strategic thinking, leading diverse teams, and influencing,  -          How he built these skills through different approaches, including intensive courses, internal mentoring, and executive coaching,  -          His tips for actuaries wanting to prepare for leadership roles. Martin is a qualified actuary, experienced senior leader and a talented facilitator. He enjoys working with different types of people and he loves sharing ideas. Formerly the facilitator of the Professionalism Course, Martin is a member of both the Australian Institute of Company Directors and the Ethics Centre and is the Chairman of the Board of The Growth Project. Connect with Martin on LinkedIn.    Connect with Julia on LinkedIn. Views and opinions expressed by guests on this podcast are their own and do not represent the views of their places of work.  Read Julia’s leadership development books written especially for actuaries: For new and aspiring managers: "Aspiring Actuarial Leaders: The Modern Manager’s Toolkit"For new and aspiring senior leaders: "Senior Leadership: An Essential Guide for Actuaries" We are featured in the Top 15 Actuary Podcasts here on Feedspot. Thank you for listening to the We Are Actuaries podcast. Connect with Julia and Guardian Actuarial on LinkedIn. For more interviews and articles, visit our website.

    37 min
  8. Next Gen Actuaries with Daniel Bartlett

    28/10/2025

    Next Gen Actuaries with Daniel Bartlett

    Tell us what you thought of this episode! New Fellow Daniel Bartlett shares his path from high school teacher to qualified actuary and his career highlights to date. Daniel is a Fellow of the Institute of Actuaries Australia, working as a consultant at McGing Advisory & Actuarial. Working across broad financial services Daniel has experience working across traditional actuarial fields such as superannuation and wealth management, life insurance and friendly societies, while also having done a fair share of work in non-traditional actuarial fields. Daniel manages both quantitative technical projects such as modelling, valuations, remediations and unit pricing; while also managing qualitative projects including risk management and compliance reviews, systems and process reviews and migrations, product design advice, governance and board advisory services. Previously, Daniel worked in insurance underwriting and claims management roles, and worked as a high school mathematics and history teacher.  Outside of work, Daniel enjoys being active physically and socially, he enjoys playing sports and musical instruments as well as the occasional video game. In this interview, Daniel shares:  -         His pathway from high school teacher to actuary, -         Some highlights from his actuarial career to date, and -         His advice for actuaries pursuing Fellowship.  - Connect with Daniel on LinkedIn. - Find out more about McGing Advisory & Actuarial.  - Connect with Julia on LinkedIn.  Read Julia’s leadership development books written especially for actuaries: For new and aspiring managers: "Aspiring Actuarial Leaders: The Modern Manager’s Toolkit"For new and aspiring senior leaders: "Senior Leadership: An Essential Guide for Actuaries" We are featured in the Top 15 Actuary Podcasts here on Feedspot. Thank you for listening to the We Are Actuaries podcast. Connect with Julia and Guardian Actuarial on LinkedIn. For more interviews and articles, visit our website.

    28 min

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Welcome to the We Are Actuaries Podcast, where you’ll meet leaders who use their actuarial powers to solve a range of problems and make a real difference.

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