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2015 Greater China Life Insurance Symposium

Profitability through Innovation

9/23/2015 - 9/24/2015
Marriott Shanghai Hongqiao Shanghai, China

Overview

Who Attends

Life insurance and financial services executives and professionals who work in Greater China or are interested in learning more about the regional and global issues affecting this region.  The presentations will be appropriate for Chief Executives, General Managers, and Channel Heads (both in the home office and at the branch level), as well as individuals responsible for strategic planning, recruiting, training, and distribution channel management.

Closing Keynote Speaker

Kaiser KuoKaiser Kuo, Director of International Communications, Baidu
Though many insurers are still learning and reacting to the lessons of the first phase of the Internet revolution, the next phase is already upon us. Powered by the twin engines of artificial intelligence and big data, it will upend slow-responding industries with great ferocity and little mercy. Learn how insurers can align themselves to technological change, make the right alliances, and think like an Internet company to reduce disruption by outsiders and grow profitability through innovation.

Highlights

This specially-focused symposium is being developed in response to requests from our members. It will feature presentations from industry leaders and experts with advanced knowledge of business strategy, sales, channel management, and training. Breakout sessions will help you address your specific challenges, and networking opportunities will allow you to connect with peers throughout the region.

Please continue to check back for more details on the program agenda and speakers as they are finalized.

Interpretation Services

This conference will be presented in Mandarin and English, with interpretation services for other languages requested by 16 or more registrants before August 21, 2015.

Registration

Registration Fees:

Register by 21 August, 2015 and save!

Early-Bird Rates (Registrations received by or on 21 August, 2015):
LIMRA and LOMA members: US$995
Nonmember: US$1,490

Standard Rates (Registrations received after 21 August, 2015):
LIMRA and LOMA members: US$1,095
Nonmember: US$1,590

Spouse/Guest: US$149

Register by Mail/Fax form.

Multiple Registration Discounts: Please email Ms. Megan Schwartz at mschwartz@limra.com for more information.

Refund Policy: All cancellations and refund requests must be received in writing. These requests carry a $100.00 U.S. administrative charge. Full refunds minus the administrative fee will be granted on written requests received no later than ten business days before the meeting. No refunds will be granted if the request is received within ten business days of the meeting. If for any reason a meeting is cancelled, the Conference Organizers will refund the total registration fee. However, the Conference Organizers will not be responsible for any travel, hotel accommodations or other costs incurred. Cancellation requests should be submitted to meetings@loma.org.

Hotel/Venue

Marriott Shanghai Hongqiao 
2270 Hongqiao Rd.
Changning District
Shanghai 200336, China
Phone: +86 21 6010 6000

Check in time is 14:00 and check out time is 12:00.

To make hotel reservations:

Online: http://www.marriott.com/hotels/travel/shaqi-shanghai-marriott-hotel-hongqiao/

    Telephone: Call +86 21 6010 6000

    Agenda

    Speakers

    Andrew Dart
    Insurance Industry Strategist, CSC
    • Thursday, September 24, 2015

      1:30 pm - 2:30 pm: It's All in the Wrist: Wearables for Life Insurance

    Andrew Dart

    Insurance Industry Strategist, CSC

    Andrew is one of a handful of global insurance industry strategists for CSC. He is an active member of their insurance strategy formulation team and is recognized as one of CSC's “Ingenious Minds.” Andrew actively shares his thoughts online and in print on a wide range of business and technical subjects, including usage-based insurance, telematics, life insurance wearables, microinsurance, extreme weather analytics, and customer digital engagement. You can follow him on Twitter (@ITInsuranceGuy), and he regularly contributes to www.InsuranceThoughtLeadership.com. Andrew is a sought after speaker for industry events and corporate innovation days, delivering insights on the latest technical developments and their impact on the insurance industry. As a 30-year industry veteran in the Asia-Pacific region, he is passionate about the transformative role financial services and technology can play in helping communities all over the world achieve a better life. He is currently based in Singapore.
    Matthew Ding
    Partner, Management Consulting, Shanghai, KPMG
    • Wednesday, September 23, 2015

      2:30 pm - 3:30 pm:

    Matthew Ding

    Partner, Management Consulting, Shanghai, KPMG

    Matthew has over 23 years of consulting experience in large-scale program management and solution delivery. Since joining KPMG’s Shanghai Advisory Services in 2009, numerous multi-channel insurance companies in China have leveraged his technical expertise in data & analytics and digital marketing to better understand and connect with today’s hyper-connected consumers. Matthew also has strong experience in the banking industry.
    Xiaorong HUANG, Ph.D.
    Partner, Advisory, PwC China / Hong Kong, PricewaterhouseCoopers Management Consulting (Shanghai) Limited
    • Wednesday, September 23, 2015

      9:00 am - 10:00 am: Transformational Choices of Traditional Chinese Life Insurers in the age of internet

    Xiaorong HUANG, Ph.D.

    Partner, Advisory, PwC China / Hong Kong, PricewaterhouseCoopers Management Consulting (Shanghai) Limited

    Xiaorong is a partner at PwC China / Hong Kong, where he leads the Technology Consulting competency. With over 25 years of IT experience — mostly in Greater China, Asia, and Canada — Xiaorong has led a wide range of mission-critical projects for banks and insurance companies in the areas of IT strategy planning (ITSP), enterprise architecture (EA), and system architecture, implementation, and integration. Prior to joining PwC China, Xiaorong was an Associate Partner with IBM China, and served in a variety of leadership roles such as practice leader, solution leader, engagement partner, and lead architect with IBM China and IBM Canada. 
    Lei JING
    Chief Investment Officer, Harvest Fund Management Co
    • Thursday, September 24, 2015

      10:00 am - 11:00 am: The Relationship Between Risk Control and the Use of Insurance Funds

    Lei JING

    Chief Investment Officer, Harvest Fund Management Co

    Mr. Jing has earned double degrees in finance and accounting, and now has over 19 years of experience working in various financial roles. Prior to accepting his current role at Harvest Fund Management Limited in 2013, he spent most of his career working for American International Group (AIG) International Investment Company in New York and then AIA (China) in Shanghai. With AIG he worked overseas bond investments, analyzing investment-grade bond units and taxable fixed incomes valued at about US$8 billion. After transferring to AIA (China) in 2008, Mr. Jing focused on leading a team of 30 professionals responsible for the investments and management of the company’s fixed-income assets and equity assets, including strategic and tactical asset allocation, strategy development, asset liability management, investment decision approval, risk management, performance measurement and capital operations. 
    Enda Kavanagh
    Regional Sales Manager, XMPie Ltd.

    Enda Kavanagh

    Regional Sales Manager, XMPie Ltd.

    Few people know the current realities and roles of the print industry like Enda. Since joining Fuji Xerox Australia in 1993, Enda has helped many customers grow and rebrand their businesses through the use of marketing portals and the development of multi-channel marketing strategies. When engaging with a new client, the first thing he normally asks is “In the current climate of doubt and uncertainty, what are you doing to future-proof your business?” He has an extensive background working with commercial printers over the various stages of technology change. With over 20 years’ experience at Fuji Xerox, Enda’s skills as a network analyst through to his variety of production and sales roles have now seen him take on the role as Sales Manager for Asia Pacific for XMPie. There has been a significant change in the talk track for commercial printers across the region that make XMPie a must have for your business.
    Neil Katkov, Ph.D.
    Senior Vice President, Celent

    Neil Katkov, Ph.D.

    Senior Vice President, Celent

    Dr. Neil Katkov, Ph.D., is the Senior Vice President of Celent's Global Asian Financial Services Group and is based in the firm's Tokyo office. His areas of expertise include Asia’s financial services industry, financial services distribution channels, and compliance issues including anti-money laundering and business continuity planning. Dr. Katkob regularly advises leading financial institutions and technology vendors on their business, technology, and compliance strategies. He also produces Celent's popular reports on IT spending trends in Asia’s banking, securities, and insurance industries. Dr. Katkov is widely quoted in the press, has appeared on CNBC, CNN, and TV Tokyo, and is a popular speaker at conferences around the world. Before joining Celent, Dr. Katkov worked in the international division of Tokyo-based Softbank, where he helped define the firm's business and marketing strategies. Previously, he worked in the equity research department of Salomon Brothers Asia Limited. Dr. Katkov earned a B.A. from the University of California at Berkeley and M.A. and Ph.D. degrees from Harvard University. He is fluent in English, Japanese, and Chinese.
    Robert A. Kerzner, CLU®, ChFC®
    President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.
    • Thursday, September 24, 2015

      9:00 am - 10:00 am: Our Industry: Current Successes, Future Opportunities

    Robert A. Kerzner, CLU®, ChFC®

    President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.

    Bob Kerzner leads the world’s largest association of life insurance and financial services companies. The combined organizations have over 1,200 members in more than 64 countries, including most of the world’s largest life insurance companies. Before joining LIMRA in 2004, Kerzner was executive vice president and head of the individual life division of Hartford Life, Inc. After spearheading the acquisition of Woodbury Financial Services, a national broker-dealer organization with more than 1,800 independent representatives, Kerzner also served as president of Woodbury. Kerzner’s career with The Hartford spanned 30 years from 1974 to 2004. 
    Andy Khoo, CFP, FLMI, AIAA, ACS, MBA, LLIF
    Managing Director, LIMRA Talent Solutions International, LIMRA
    • Wednesday, September 23, 2015

      1:30 pm - 2:30 pm: Concurrent Sessions

    Andy Khoo, CFP, FLMI, AIAA, ACS, MBA, LLIF

    Managing Director, LIMRA Talent Solutions International, LIMRA

    Andy Khoo is an international life insurance professional with extensive experience leading corporate growth strategies, improving agency productivity, and growing company profitability. At LIMRA, he leads one of the world’s largest training and development resources for life insurance and financial services companies. Andy helps members assess their situation, develop a strategic response, and execute at all levels of their organization and across national boundaries. He is also the driving force behind LIMRA’s new Gen Y Seminar Series, which helps managers attract, engage, and retain a new generation of producers. Previously, Andy was Vice President of Field Management Development at AIG’s worldwide life agency head office in New York. He led initiatives that improved agent and agency manager performance in more than 50 countries. Andy’s career with AIG and its AIA subsidiaries in Asia and U.S. included living and working in four different countries, and developing and leading multicultural teams.
    Kaiser Kuo, M.A.
    Director of International Communications, Baidu
    • Thursday, September 24, 2015

      4:00 pm - 5:00 pm: Closing Keynote

    Kaiser Kuo, M.A.

    Director of International Communications, Baidu

    Kaiser Kuo is director of international communications for China’s leading search engine, Baidu. He is one of the most highly-rated communications professionals in the world, and has been named to the Holmes Report Influence 100 list for three consecutive years. Kaiser is also well known as a writer, rock musician, and commentator on technology, society, and politics. He hosts the popular Sinica Podcast, which is a weekly discussion of current affairs in China that features leading journalists, businesspeople, and academics. Before joining Baidu, Kaiser served as an international business and media relations consultant for Youku.com (China’s leading Internet video site) and was an advisory board member to several Internet-related start-up companies. Kaiser co-founded China’s first successful heavy metal band, Tang Dynasty, in 1988 and remains active in the Chinese music scene as lead guitarist of the metal band Chunqiu (Spring & Autumn). His monthly column in Beijing’s premiere English-language magazine, The Beijinger, ran from 2001 to 2011, and an anthology of columns titled Ich Bin Ein Beijinger was published in June 2009. He was named one of the global top 100 Twitter users by Foreign Policy magazine in three consecutive years, and was named at Top Writer on the website Quora.com for 2013, 2014, and 2015. Kaiser received a B.A. in Political Science from the University of California, Berkeley, and an M.A. in East Asian Studies from the University of Arizona.
    Louis Lee, MBA, FIAA
    Head of Greater China & High Net Worth Solutions, SCOR Global Life
    • Thursday, September 24, 2015

      11:30 am - 12:30 pm: Concurrent Sessions

    Louis Lee, MBA, FIAA

    Head of Greater China & High Net Worth Solutions, SCOR Global Life

    Louis oversees P&L responsibilities across China, Taiwan, and Hong Kong for SCOR’s life and health reinsurance solutions, including distribution and capital-motivated financial solutions services. He also leads high net worth business development for Hong Kong, Singapore, and emerging markets for this business. Previously, Louis was SCOR’s Head of Financial Solutions for Asia Pacific, where he provided reinsurance solutions with a capital-motivated nature, incorporating pricing analytics, economic and regulatory capital modeling, and financial statements analysis. Louis joined SCOR via the acquisition of Transamerica Re in 2011, where he was the regional pricing actuary, specializing in pricing direct marketing business and critical illness across the Japan and Korea markets. Prior to joining Transamerica Re, Louis spent 10 years working in Australia, including 6 years as a principal pricing actuary with Suncorp, the second largest insurer in Australia.
    Cunqiang LI
    CEO and President, Huatai Life Insurance Co., Ltd.
    • Wednesday, September 23, 2015

      4:00 pm - 5:15 pm: CEO Panel: Profitability through Innovation

    Cunqiang LI

    CEO and President, Huatai Life Insurance Co., Ltd.

    Cunqiang Li became Chief Executive Officer and President of Huatai Life Insurance Company in September 2012, and is a member of the Huatai Insurance Group Executive Leadership Team. Prior to his current roles, he was CFO and Senior Managing Director of MassMutual International. Cunqiang also had various Executive and Senior positions at MassMutual International with the responsibility from Financial Management, Strategy to Merger and Acquisition. He was Board Member for various Life Insurance Companies within MassMutual Financial Group in Japan, Hong Kong, Taiwan, and Mainland China. Before joining MassMutual, he worked with Anthem Insurance and Various CPA Firm in various auditing and managerial positions. Cunqiang graduated from University of McGill with a Master of Science degree. He also graduated from Harvard Business School General Management Program, a global executive training and development program.
    John Mok
    Head of Life & Health Client Markets, Swiss Re China
    • Wednesday, September 23, 2015

      10:30 am - 11:30 am: Improving Profitability By Changing Consumer Behavior

    John Mok

    Head of Life & Health Client Markets, Swiss Re China

    John Mok was appointed to his current role in July 2015, and is responsible for all Swiss Re Life and Health activities in China. Before moving to Beijing, he was based in Hong Kong as Swiss Re’s Head of Life & Health business in Taiwan. Prior to joining Swiss Re, John was with RGA Australia for four years. There he initially served as the Head of Group Business Development, and later became Director of Business Development responsible for all of RGA’s lines of business in Australia and New Zealand. John started his career with CommInsure in Australia, where he spent eight years in both business management and actuarial roles. John is an actuary graduated from Macquarie University in Sydney, with a Bachelor of Commerce (Actuarial Studies) and a Master of Commerce.
    Lu Rongyan
    Dean, The Insurance Business Research Institute
    CEO, Shenzhen Palm Business Mobile Technology Development Co., Ltd.
    • Thursday, September 24, 2015

      11:30 am - 12:30 pm:

    Lu Rongyan

    Dean, The Insurance Business Research Institute
    CEO, Shenzhen Palm Business Mobile Technology Development Co., Ltd.

    With over 21 years of industry experience, Mr. Lu is regarded as a pioneer of mobile marketing in China’s life insurance industry. Prior to his current roles with The Insurance Business Research Institute and Shenzhen Palm Business Mobile Technology Development Co., Ltd., Mr. Lu worked for some of China’s top insurance providers, including Ping An, CPIC, and Qianhai. He is the visionary behind the first mobile platforms, mobile marketing, and mobile sales of China’s life insurance industry. Mr. Lu will draw on his wealth of knowledge and share his predictions on the future of mobile and insurance.
    Jason Suen
    Managing Director, APAC, Hearsay Social
    • Wednesday, September 23, 2015

      11:30 am - 12:30 pm: The Advisor of the Future: How to Stay Relevant in the Digital Age

    Jason Suen

    Managing Director, APAC, Hearsay Social

    Jason is responsible for Hearsay Social’s business across Asia-Pacific where he serves the fast-growing and diverse needs of customers in the region. Jason was an early member of Hearsay Social’s Customer Success team, where he led the growth and scaling of the team globally. He also drove some of Hearsay Social’s largest deployments in partnership with its clients. Prior to joining Hearsay Social, Jason spent four years in Salesforce.com’s Customer Success organization working with clients spanning the mid-market to the Fortune 500. His background includes financial services at Royal Bank of Canada and entrepreneurial work as the co-founder of a successful online media startup in 2006. Jason is an Honours Bachelor of Commerce graduate from Queen’s University in Kingston, Ontario.
    George Tan, MBA
    Board Director and Chief Executive Officer, Sino-US United MetLife Insurance Company Limited (MetLife China)
    • Wednesday, September 23, 2015

      4:00 pm - 5:15 pm: CEO Panel: Profitability through Innovation

    George Tan, MBA

    Board Director and Chief Executive Officer, Sino-US United MetLife Insurance Company Limited (MetLife China)

    George Tan became Board Director and Chief Executive Officer of Sino-US United MetLife Insurance Company Limited (MetLife China) in November 2013, and is part of the Asia Leadership Group at MetLife Inc. He has over 23 years of progressively responsible experience in the financial services and insurance industry with extensive Greater China, U.S., and Europe exposure. Prior to his current roles, he was Regional Director for Prudential Corporation Asia as well as a Board Director and Chief Executive Office of CITIC-Prudential Life Insurance Company Limited (Prudential China). Before joining Prudential, he worked with Allianz, Aetna, and Ping An in various senior leadership positions. George graduated from the Wharton School at University of Pennsylvania with a Master of Business Administration degree.
    Jing Xu, MBA
    Greater China Research Manager, LIMRA

    Jing Xu, MBA

    Greater China Research Manager, LIMRA

    Jing Xu plays an integral role in the identification, design, and implementation of research projects in the Greater China Region, including publishing and presenting findings. The research projects have covered a broad range of topics, including agency distribution challenges in China, bancassurance practices around the world, and consumers’ retirement perceptions in China. Prior to joining LIMRA in 2004, Jing conducted market research in the fast-moving consumer goods (FMCG) industry.  Jing earned an MBA in Marketing and Finance from the Georgia Institute of Technology and a BA in English from the Foreign Affairs College in Beijing, China. 
    Jing Hui XU, MBA
    Chairman and President, China Pacific Life Insurance Co., Ltd.

    Jing Hui XU, MBA

    Chairman and President, China Pacific Life Insurance Co., Ltd.

    Mr. Jinghui Xu is a seasoned executive with an extensive career in leadership roles. Since joining China Pacific Insurance Company in 1991, Mr. Xu has served as General Manager of the company’s Second Domestic Business Department, General Manager of the Dalian Branch, and as special assistant to the President of CPIC. He has also served as the Deputy General Manager of CPIC Life and the General Manager of its Shanghai Branch, the Vice President and Executive Vice President of CPIC Life, and as a Director of CPIC P&C. Mr. Xu holds a master’s degree in Business Administration and is a senior economist.
    Ke ZHANG, Ph.D.
    Director and General Manager, Tai Ping Life Insurance Company Ltd.
    • Wednesday, September 23, 2015

      4:00 pm - 5:15 pm: CEO Panel: Profitability through Innovation

    Ke ZHANG, Ph.D.

    Director and General Manager, Tai Ping Life Insurance Company Ltd.

    Mr. Zhang started his career with Ping An Insurance Company back in 1993, working as assistant to General Manager of Sichuan Branch.  He eventually took on the role of Deputy General Manager of Chongqing Branch with Ping An before moving to be General Manager of Taiping Life Insurance Co. Ltd. Sichuan Branch in 2001.  In 2007 he was promoted to a Deputy General Manager of Taipineg Life Insurance Limited, and then in 2012 he was appointed to his current position as Director and General Manager of Taiping Life.

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    Contact us to learn more:

    Mr. Jinhai Guo

    International Conference Coordinator

    LIMRA and LOMA

    GUOJ@loma.org