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2015 LIMRA-LOMA Latin American Conference

Differentiating in a Competitive Market

8/9/2015 - 8/11/2015
Hotel Las Américas Resort, Spa & Centro de Convenciones, Cartagena de Indias, Colombia

Overview

Who Attends

Head office chief executives and key executives of financial services companies operating in Latin America. As corporate executives, they are most concerned about emerging trends and developments in marketing, distribution and corporate management.

Closing Keynote Speaker

José Antonio Ocampo, economist and former U.N. Undersecretary for Economic and Social Affairs
Drawing on his global knowledge, Mr. Ocampo will share his insights on achieving success and profitability amidst the sluggish economy. He will also discuss promoting financial education and insurance awareness as well as staying on top of new regulations and innovations.

Highlights

Join us at the LIMRA-LOMA Latin American Conference in Cartagena de Indias, Colombia for the opportunity to attend sessions that will allow you to more clearly recognize the opportunities Latin America has to offer. Benefits of attending include:

Learning Solutions to Top Challenges & Hearing Global Best Practices

Industry leaders will participate in panel discussions and general sessions to share their thoughts on today’s market and the various ways in which they can differentiate themselves to stand out from their competitors.  Topics for 2015 will include:

  • Moving to the forefront of Digital Technology
  • Strategies to Reach the Emerging Middle Class
  • Digital Marketing
  • Motivational Strategies
  • Agency Productivity and Profitability
  • Automated Underwriting
  • Opportunities and Risks of the pension gap in Latin America

Outstanding Networking Opportunities

The Conference helps great ideas and great people come together in a collaborative environment. During your time in Cartagena you will have the opportunity to meet with peers, industry analysts, solution providers, and top speakers to advance and strengthen your industry connections.

Rewards & Recognition for Top Performers

The best way to reward your managers, directors, and producers is by giving them the opportunity to qualify to participate in the most important regional insurance event in 2015.  Sessions will give insight into the decisions and challenges being addressed by the home office and provide your group of top performers with a unique experience to learn from top speakers and executives throughout the region. Include us in your incentive plans and receive one FREE registration for every 5 paid registrations to this event! Reserve your space by contacting Megan Schwartz at mschwartz@limra.com

Please continue to check back for additional details and updates!

Interpretation Services

Interpretation will be offered into English, Spanish and Portuguese at no additional cost.

Dress Code

All conference sessions and activities will be business casual.

Speakers

José Antonio Ocampo
 Former Undersecretary for Economic and Social Affairs (2003 - 2007)

  • Tuesday, August 11, 2015

    4:00 p.m. - 5:00 p.m.: Closing Keynote Speaker

José Antonio Ocampo

 Former Undersecretary for Economic and Social Affairs (2003 - 2007)

Renowned Colombian economist José Antonio Ocampo combines a rare mix of skills and experience in both academia and high-level political responsibilities at global, regional and national levels.  José Antonio Ocampo has served as Minister of Finance and Public Credit of Colombia, Minister of Agriculture, Director of the National Planning Department, Director of Colombia's main think-tanks on economic issues Fedesarrollo and the Center for Economic Development Studies CEDE, Professor of Economics at Universidad de los Andes, and Professor of Economic History at Universidad Nacional. José Antonio Ocampo holds degrees in Economics and Sociology from the University of Notre Dame and a Ph.D in Economics from Yale University. He has been a visiting Professor at Cambridge, Oxford and Yale, and has received a number of personal honors and distinctions including the Alejandro Angel Escobar Science Award.

 
Jorge Humberto Botero Angulo
President, Fasecolda

Jorge Humberto Botero Angulo

President, Fasecolda

Currently a lawyer at Universidad de Antioquia, Botero received his degree in Political Science at West Virginia University. He has served as Executive Director at the World Bank, a consultant to the Inter-American Development Bank, Minister of Commerce, Industry and Tourism, President of ASOBANCARIA, Founder and President of ASOFONDOS, President of Banco Cafetero, Legal Secretary under President Virgilio Barco, Legal Vice President of the Asociación Nacional de Industriales (ANDI), and as a member of various company boards. Botero is a frequent lecturer at universities and trade forums and has contributed to weekly columns on economic, financial, political, and foreign trade issues in El Colombiano, The Republic, El Heraldo, La Patria, Portfolio and Legal Scope.
Jorge Claude Bourdel
Executive Vice President, Asociación de Aseguradores de Chile A.G.

  • Tuesday, August 11, 2015

    10:00 a.m. - 11:00 a.m.: Pensions and Annuities in the Latin American Market

Jorge Claude Bourdel

Executive Vice President, Asociación de Aseguradores de Chile A.G.

Ingeniero Civil con Mención Estructuras, Universidad de Chile. Master en Economía y Dirección de Empresas, Instituto de Estudios Superiores de la Empresa (IESE), Barcelona, España. Fue Vicerrector Económico, Vicerrector Académico, Decano de la Facultad de Economía y Profesor de la Universidad del Norte.  Posteriormente, como Gerente de Finanzas de Banmédica S.A., inició las actividades de un compañía de seguros de vida, y una AFP. Fue Gerente de Finanzas de Banrenta Compañía de Seguros de Vida. También fue Director de Estudios de la carrera de Ingeniería Comercial y posteriormente Director Académico y profesor del ESE Business School de la Universidad de los Andes. Se ha desempeñado también como miembro titular de la Comisión Clasificadora de Riesgo de las AFP (en representación de las Administradoras de Fondos de Pensiones) y miembro del Directorio de diversas empresas. Como Gerente General de la Asociación de Aseguradores de Chile A.G., ha asumido cargos internacionales, llegando a ser Secretario General de FIDES durante dos períodos. En septiembre de 2012 fue nombrado Vicepresidente Ejecutivo de la Asociación de Aseguradores de Chile A.G.
Nuno David
Diretor de Marketing/Chief Marketing Officer, Mongeral Aegon Seguros e Previdência S.A.

  • Tuesday, August 11, 2015

    2:45 p.m. - 3:45 p.m.: A Tradition of Innovation: Mongeral Aegon’s Digital Story

Nuno David

Diretor de Marketing/Chief Marketing Officer, Mongeral Aegon Seguros e Previdência S.A.

Nuno David has spent more than two decades developing his career in the areas of Marketing, Planning and Sales. In his current role, David oversees all areas related to Communications, Relationship Management (call center, sites, social networks, relationship rulers), Events planing and production, Product development, Direct and Digital Marketing, Business Intelligence, Research & Innovation and the Corporate TV channel.  Since joining Mongeral Aegon in 2009, some accomplishments within the company have included launching a new brand strategy, defining the Company Purpose, implementing a relationship rule that consolidates and integrates all points of contact between the insurance company and its Clients, and intensifying the use of innovative methodologies to address problems, challenges and opportunities. Prior to joining Mongeral Aegon he spent 8 years as the CEO of Europ Assistance Brasil – a role he took on after spending time in both Portugal and Italy overseeing product development and strategic planning for Europ Assistance Portugal and Piaggio Veicoli Europei (Italy).
Luis Gumucio
Subgerente de Recursos Humanos, Ohio National Seguros de Vida S.A. Chile

  • Tuesday, August 11, 2015

    9:00 a.m. - 10:00 a.m.: Motivation through Coaching, Art and Humor

Luis Gumucio

Subgerente de Recursos Humanos, Ohio National Seguros de Vida S.A. Chile

Luis Gumucio has been actively involved in the Chilean Life Insurance industry for over 33 years, in a multitude of areas including IT, Commercial, Actuarial, Underwriting, Claims and Customer Service. Since 1989 he has spent his time concentrating on the HR and PR field, applying widely recognized innovative methodologies to these more traditional fields. As an English language teacher and Chilean history lecturer, Luis has often been defined as a Renaissance Man, with a passion for music, fluency in several languages, and a tourism guide for his local area.
Jose Luis Hornos
Chief Executive Officer, Scor TELEMED

  • Tuesday, August 11, 2015

    11:30 a.m. - 12:30 p.m.: Tele-Underwriting and Automated Underwriting Systems: A New Age for Life Insurance

Jose Luis Hornos

Chief Executive Officer, Scor TELEMED

Jose Luis Hornos has more than 25 years of experience working for and heading up different international group subsidiaries in Spain, including AXA, ROYAL, DKV, AVIVA, and HDI.  He is currently the CEO and founder of Scor TELEMED, a subsidiary company of SCOR Group devoted to the creation and implementation of Automated Underwriting.  An Actuary by trade, Jose Luis has a degree in Economics and an Executive MBA from the IESE in Madrid.  Prior to his current role he was the Life & Health Manager for their service company, which first introduced Tele Underwriting services in Spain back in 2007.  
Robert A. Kerzner, CLU®, ChFC®
President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.

  • Monday, August 10, 2015

    9:15 a.m. - 10:15 a.m.: Industry Trends: 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. 
Hernán Poblete Miranda
Associate Research Director, International Research, LIMRA and LOMA

Hernán Poblete Miranda

Associate Research Director, International Research, LIMRA and LOMA

Hernán is responsible for the LIMRA Research Program in Latin America. He specializes in market research and development of distribution, communication and marketing tools. Previously, he was Deputy Director of LIMRA Operations for Latin America for 8 years, during which time he designed strategic contents in distribution and marketing for the associated companies, and carried out consulting activities in human resources, recruitment, selection and training. In 2007 he co-founded IMR, an international network of specialists in research and strategic design. Since then he has conducted market studies, design and development of distribution and marketing strategies for companies in Peru, Chile, Brazil, Colombia and Mexico.
Rohit G. Mull
Head of Digital, Global Consumer Insurance, AIG Personal Insurance

  • Monday, August 10, 2015

    10:45 a.m. - 11:45 a.m.: Moving Insurance Giants to the Forefront of Digital Technology

Rohit G. Mull

Head of Digital, Global Consumer Insurance, AIG Personal Insurance

As the Head of Digital, Global Consumer for AIG Personal Insurance, Rohit is responsible for the development of all strategic Digital & Mobile plans and capabilities for global, regional, and local implementation – across direct, agency, and broker channels, creating the roadmap for digital integration across channels and devices, and the support model for local deployment.  Prior to this, as the Chief Marketing Officer for GE (Growth Economies) with AIG, he was responsible for establishing a consistent Consumer Marketing function across GE that focused on the Customer and supported world-class product development, distribution and servicing capabilities as well as developing the region’s channel-agnostic Marketing Strategy, driven by maximizing both customer and shareholder value over time with a focus on developing the Strategic Business Expansion plans for 8 key countries in the region. With over 22 years of experience, Rohit has also managed senior Marketing and Sales & Distribution roles at HDFC Bank, Reliance Life Insurance, Tata AIG Life Insurance, Cadbury’s and Coca-Cola previous to his assignments at AIG.
Mark S. Wallis
Managing Director International Business Development, LIMRA & LOMA

  • Monday, August 10, 2015

    2:15 p.m. - 3:15 p.m.: The Elements of a Successful Life Insurance Career

Mark S. Wallis

Managing Director International Business Development, LIMRA & LOMA

Based in Hong Kong, Mark has more than 30 years of Insurance industry experience, many gained in Asia, working in Agency development and Training roles with companies including New York Life, AIA/AIG, and Zurich Life.  Mark began his career in North America as a Life Insurance Agent and has served in a variety of Field Management roles.  As a top Field Manager, he received several national awards including Sales Manager of the Year – West Central Zone with New York Life.  In 2002 he relocated to Seoul, Korea as EVP and CDO with New York Life International (NYLI) and in 2004, he joined AIA (AIG) as Regional Vice President, APLO in Hong Kong to establish the firm’s regional strategy for distribution development and best practices.  In 2008, he returned to NYLI in a regional role working in Shanghai, Chengdu, and Hong Kong to develop Agency Distribution.  Recently he served as the Chief Agency Officer and Regional Head of Business Development – Tied Agents for Zurich Life Insurance Hong Kong.
Dan Weedin
Toro Consulting, Inc.

  • Monday, August 10, 2015

    11:45 a.m. - 12:45 p.m.: Unleashed Leadership

Dan Weedin

Toro Consulting, Inc.

Dan Weedin is an award‐winning international speaker with a passion for helping insurance professionals to improve and grow their businesses and careers. He has spoken to countless leaders on topics such as Marketing & Branding, Social Media, Communications & Presentation Skills, Life Balance Techniques, and Creating an Intellectual Property Empire and has published numerous articles in publications such as A.M. Best Review, Insurance Journal, and Independent Agent Magazine. 1n 1992 he was named the Bell‐Anderson Insurance Commercial Agent of the Year, and has earned the Federated Mutual Insurance Company Big Hitter Award four times, being named to their Leadership Council for independent agents for excellence in sales and client retention. In 2010, Dan was accredited as a “Master Mentor” by internationally renowned consultant, author, and mentor, Alan Weiss, making him only one of only 40 consultants on the planet holding this exclusive accreditation. He is a 2012 inductee into the Million Dollar Consultant™ Hall of Fame. Dan’s most recent book “Insuring Success: How to sell insurance when people don’t realize they need it” is aimed at helping insurance agents and professionals accelerate their growth and enhance their careers and lives.  He has a new upcoming book titled Unleashed Leadership due out in September 2015.
John Wilson
Data Scientist and Project Portfolio Coordinator, LIMRA

John Wilson

Data Scientist and Project Portfolio Coordinator, LIMRA

John Wilson, FLMI, AIRC, ACS is a Data Scientist and Project Coordinator for LIMRA.  Prior to joining LIMRA, he enjoyed a 20+ year career in retail.  He received his Bachelors Degree in Political Science from Central Connecticut State University and a Masters Degree in Business Analytics and Project Management from the University of Connecticut, where he is a member of the School of Business Hall of Fame.  In addition to his duties at LIMRA, John is an adjunct professor at UCONN where he teaches both graduate and undergrad courses in Visual Analytics, Engineering Management, Cost & Risk Management and Operations Management.

Agenda

Registration

Registration Dates and Fees* 

Register by July 10, 2015 
LIMRA or LOMA Member – $995
Nonmember – $1,490 

Register after July 10, 2015  
LIMRA or LOMA Member – $1,095
Nonmember – $1,590 

Spouse/Guest – US$149 (see details on form)

Register by Mail/Fax here.

Dress Code: All conference sessions and activities will be business casual.

Cancellation Policy

All cancellations must be received in writing. Cancellations received before July 10, 2015, will be refunded, less a $75 processing fee. Cancellations received from July 10 to July 24, 2015, will be refunded, less a $275 processing and administrative fee. No refunds will be issued after July 24, 2015. Email customer.service@limra.com or fax to +1-860-285-7792

In the event that a scheduled meeting or event is cancelled by LIMRA/LOMA for any reason, LIMRA/LOMA shall refund any conference registration fees that have been paid by the registrant. Under no circumstances, however, shall LIMRA/LOMA be liable to the registrant for any other expenses including, but not limited to, airfare and hotel expenses incurred by the registrant

*CT employees add CT 6.35% sales tax

Hotel / Venue

Hotel Las Américas Resort, Spa & Centro de Convenciones
Anillo Vial, Sector Cielo Mar
Cartagena de Indias, Colombia.

Phone: (57– 5) 6723344

Please make your hotel reservations at the Hotel Las Américas Resort to receive the discounted group rate of US$218 (single) or US$251 (double) per night.  This special group rate includes internet in the guest rooms as well as breakfast and lunch served at the hotel, and is available three nights prior and after the main group dates. Check in is 3:00 pm and check out is 12:00 pm.

To make hotel reservations:

Online: Visit https://reservas.hotellasamericas.com.co/grupos/la/EN/?codigo=1506 and use the Group Code: 1506

Telephone: Call (57– 5) 6723344 (Option 4) and mention the LIMRA-LOMA Latin American Conference or code 1506

E-mail: Send an email to reservas1@hotellasamericas.com.co and mention the LIMRA-LOMA Latin American Conference or code 1506

Airport Transfers and Onsite Activities: The closest airport is CTG. Once you have made your flight arrangements you can book airport transfers at http://www.gematours.com/eventos/limra-loma/?la=en . This link will also allow you to sign up for extracurricular activities during your stay in Cartagena. 
 

 Foto Aerea Resort

Become a Sponsor or Exhibitor

Sponsors and Exhibitors

Diamond Sponsor

Gold Sponsor

Sponsors

Media Sponsors

Contact us to learn more:

Joan O'Neil

Senior Conference Coordinator

LIMRA

(860) 285-7741

joneil@limra.com

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