tom bakos consulting inc.
P. O. Box 2006
Ridgway, CO 81432
Tom Bakos, FSA, MAAA
Voice: (970) 626-3049 + Fax: (970) 626-3048 + Cell: (970) 275-9386 + tbakos@BakosEnterprises.com
July 20, 2009
Actuarial Board for Counseling and Discipline
1850 M Street, NW
Washington, DC 20036‐5805
RE: Request that the ABCD initiate an investigation into apparent material violations of
This letter is intended to request that the ABCD conduct an investigation into the following
matters involving David G. Hartman and, potentially, other members subject to the Code of
Professional Conduct. In particular, Robert A. Anker and, by association, other former Academy
presidents who signed the 7/9/2009 email referenced in the following may be involved.
This involves an email authored by David Hartman and distributed by Robert A. Anker on
7/9/2009 to the Board of the American Academy of Actuaries. Therefore, Anker may also need
to be included in an ABCD investigation. This email, essentially, accuses Bruce Schobel of
defamation and being a convicted felon and asserts that he is, therefore, unfit to serve as a
presidential officer of the Academy. See text of this email in Exhibit 1.
Hartman has also filed a complaint with the ABCD regarding what he believes is a Precept 1
Code violation by Bruce Schobel stating that Bruce Schobel defamed Sarah Sanford, former
Executive Director of the Society of Actuaries.
These actions by Hartman and Anker would seem to be in violation of the Code for the
In the First Instance, with respect to their distribution of information on a “conviction”
associated with Bruce Schobel, Hartman and Anker appear to have knowingly violated
New Jersey State Law. In addition, Hartman’s and Anker’s attribution of a “conviction” to
Bruce Schobel is a knowingly false statement. (By association, the other signatories to