2017 LIMRA LOMA Latin American Conference Agenda

Sunday, September 10, 2017

7:30 pm - 9:30 pm - WELCOME RECEPTION

Monday, September 11, 2017

7:45 am - 8:45 am - REGISTRATION

8:45 am - 9:15 am - WELCOME AND OPENING REMARKS

Thad Burr - Director Comercial Internacional, LIMRA LOMA

Daniel García - Intendent of Insurance, Superintendencia de Valores y Seguros de Chile

9:15 am - 10:15 am - OPENING KEYNOTE: An Economic Overview of Latin America and Recent Developments in the Chilean Economy

Throughout his career, Vergara has been an economic advisor to the central banks and governments of countries around the world, as well as an external consultant for the World Bank, the International Monetary Fund, the Inter-American Development Bank, and the United Nations.

Vergara will share his insights and predictions for economic developments in Chile and Latin America - inclusive of how companies should prepare for the short and long-term impact that inflation, interest rates, and growth trends could have on our industry.

10:15 am - 10:45 am - NETWORKING BREAK

10:45 am - 11:45 am - Insurers in the Digital Revolution Era

Antonio will discuss the different areas in which the Digital Revolution will impact the insurance industry. Topics of discussion will include Digital Marketing, the adoption of Artificial Intelligence, what areas will be most highly impacted, and how insurance companies should react not only to survive, but to take advantage of the opportunities presented.

11:45 am - 1:15 pm - PANEL 1: The Impact of Regulation on Marketing Channels

This panel of executive will discuss:

• Market Conduct Policy

• Global experiences

• Improvements needed for current marketing channels

• Compensation systems of brokerage channels

• Opportunities from new regulations

• Investments in Traditional Channels vs. New Channels

Jorge Claude Bourdel - Executive Vice President, Asociación de Aseguradores de Chile A.G.

Marcos Büchi Buc - President, Consorcio Financiero

Gabriel Chaufan - President, BBVA Seguros, Argentina

Fernando Solís Soberón - Director General de Banca de Ahorro y Previsión, Grupo Financiero Banorte, Presidente del Consejo de Administración de Afore XXI Banorte

1:15 pm - 2:15 pm - LUNCH - Sponsored by Memorial International

2:15 pm - 3:45 pm - PANEL 2: Insureds, Consumers, or Customers?

This panel of executive will discuss:

• Who are our customers? Where are they? How do we get to them?

• What levels of service should we offer?

• The impact of regulations on Consumer Rights and Data Protection

• Technology and its impact on service

• How to best identify customer needs

• Challenges to reach more demanding consumers, and the insured of the future.

• How to keep and sell more to existing satisfied customers

Recaredo Arias - Director General, Asociación Mexicana de Instituciones de Seguros (AMIS)

3:45 pm - 4:15 pm - NETWORKING BREAK

4:15 pm - 5:15 pm - Consumers, Regulations, Distribution: Strategies for Success

Is your company prepared to thrive in world of constant consumer and regulatory change? LIMRA research confirms executives around the globe view the combination of complex consumer preferences and the costly regulatory environment as top challenges. Are there lessons to be learned from the global experience? Using examples from the US, UK, and Latin American markets, Jim will present ideas regarding the impact on distribution being driven by these consumer preferences and regulatory changes. He will also share LIMRA’s predictions about ways companies can prepare themselves to thrive in a world of constant change.

James W. Kerley, LLIF - Chief Membership Officer, LIMRA and LOMA

7:30 pm - 9:30 pm - GALA DINNER PARTY

Eat, drink, dance and mingle during the Monday night gala dinner party, at the magnificent Vista Santiago!

Tuesday, September 12, 2017

8:00 am - 12:00 pm - REGISTRATION

8:45 am - 9:00 am - WELCOME BACK

9:00 am - 10:00 am - THE FUTURE OF INSURANCE

Winfried Heinen will discuss his predictions for the future of the Life Insurance market in highly innovative and dynamic markets such as South Africa. He will share examples of successful new products and distribution channels, including disruptive and innovative life companies operating in Europe, and provide his thoughts on topics such as "Pooling" and the role of wearables.

10:00 am - 11:00 am - Challenges in the Marketing and Distribution of Life Insurance and Pension Plans

To what extent do technological innovations and changing consumer profiles affect traditional life insurance marketing and distribution models? And in markets with low life insurance penetration, are these challenges a threat or an opportunity?

11:00 am - 11:30 am - NETWORKING BREAK

11:30 am - 11:40 am - How to Generate Greater Profitability from People Insurance

How to Generate Greater Profitability from People Insurance

Pablo Cevallos Sánchez - Presidente y CEO, Memorial International

11:40 am - 1:00 pm - PANEL 3: Technology, Connectivity, Digitization…and its Impact on Marketing Channels

This panel of executive will discuss:

• Big Data and consumer profiling

• The challenge of collecting data to build customer profiles

• New marketing channels

• E-commerce and Internet of Things

• Technology and fraud reduction

• Business management through applications and new consumer habits

• Portals that compare price and conditions

• Telematic health monitoring

Edson Franco - CEO Brazil, Zurich Brazil Seguros

Fabian Ricardo Hilsenrat - Director
Binaria Seguros de Vida S.A., Binaria Seguros de Retiro S.A.

Juan Mazzini - Senior Analyst, Financial Services, Celent

Roberto H. Walker - President, Principal Financial Group, Latin America

1:00 pm - 2:00 pm - LUNCH

2:00 pm - 3:00 pm - La revolución Digital y el Futuro de los Servicios Financieros

Revisaremos los principales aspectos e impactos de la revolución digital en nuestras vidas. El cambio cultural, los nuevos héroes de la innovación, los nuevos modelos de negocio y las nuevas tendencias. Todos estos conceptos están Provocando profundos cambios en el desarrollo de los servicios financieros. La unión de los actores tradicionales y las Startups latinoamericanas, es clave para la Transformación Digital de ésta industria.

3:00 pm - 4:00 pm - Digital Transformation: The impact of Artificial Intelligence

The companies of today undertake Digital Transformation processes with specific technologies acting as key enablers to generate solutions and experience along the process. Machine Learning, Bots, Cognitive Services or Augmented Reality are the technologies we will be considering, as well as the services that lead us to a quick adoption in our business.

Eduardo Mangarelli - Senior Director of Technology, Developers & Platform Group, Microsoft Latin America