This conference is designed for CEOs and senior executives at financial services and life insurance companies doing business in the Asia-Pacific who want:
The inside track on emerging opportunities
To learn from case studies and best practices
The latest developments in marketing, distribution, and corporate management
Highlights
Please join us at this meeting to examine global and regional issues. You and your team will learn invaluable information in key strategic areas driving market success. Additionally, attendees will have a unique opportunity to meet with peers, industry analysts, and regulators to gain their perspectives on what it takes to succeed in today’s business environment.
Interpretation Services
Interpretation services will be offered for Mandarin, Korean, Japanese, Thai and Vietnamese if requested by 16 or more people.
The special room rate for this meeting is *HK 1,800 per day and includes high speed internet and local call access. Check in time is 14.00 hours (2:00 p.m.) and check out time is 12:00 noon.
To make reservations:
Online: Visit the Kowloon Shangri-La reservation page and use the Group Code: LIM260616A
Telephone: Call (852) 2721 2111 and mention the LIMRA & LOMA Strategic Issues Conference and code LIM260616A
Join other bright, successful women colleagues from top companies as we explore ways to navigate the numerous convergent forces driving industry change and strike a path for success. Engage in an open discussion and an exchange of questions, ideas, and solutions at the Women Leaders’ Reception!
Advances in sensor technology, mobile phones, design thinking and machine learning are ushering in a new wave of change in healthcare unlike anything we've seen before. Walter de Brouwer, CEO of Scanadu, a mobile medical consumer company, will discuss the ideas at forefront, everything from consumer brands taking over preventative health to revenue generation opportunities for consumer's medical data.
Corporate Vice President and Director, International Research, LIMRA and LOMA
Rosaline Koo
Founder and CEO, CXA
Greta Mikelonis
Head of Health, APAC, Cigna
Georgio Mosis, Ph.D., MBA
Head of Innovation Management – Asia, RGA
The focus of this panel will be on new advancements and innovations related to health, wellness and prevention. Panelists will discuss how new technologies are making it easier than ever to do business and increase customer engagement, as well as share current trends, and what we can expect to see coming next - both in the short term and long term future.
Delivering innovation is an increasingly important element of insurers’ strategies, But do customers recognize the value of innovation in insurance? How are they likely to respond to various types of innovation, and will this impact their loyalty? This presentation is based on recent Celent research exploring how insurance innovation initiatives (ie services, products, and sales investments) are viewed by consumers.
Assistant Vice President, Assessment and Development, LIMRA
Who are the advisors of the future, and how will their responsibilities differ in a client-centric, omni-channel world? Drawing on LIMRA’s latest research on financial services distribution, advisor recruiting, and rapidly escalating consumer expectations, Rick will share insights about the future role of the advisor and how recruiters can stay ahead of the curve.
In today's competitive landscape insurers must look to technologies that can apply a customer-centric focus to complex underwriting business processes while leveraging automation to enable increased underwriting capability and speed to enhance the customer experience. Join this session to see firsthand how to incorporate advanced case management capabilities to automate and streamline the underwriting process from capture of new business applications, underwriting submission preparation, evidence ordering and critical correspondence during the review process (including automated message sequencing).
Dr. Brian Junling Li will share how his experiences as Founder and CEO of Juliye Group and former Alibaba Group Vice President of Strategy, have shaped his views on internet and big data technology. Specifically, Dr. Li will identify ways in which these areas can assist in reorganizing medical service resources in China, thereby opening up a huge new potential market.
This panel will combine three very different perspectives on how digital disruptors are dictating the way we conduct business in today's market. Key considerations for companies looking to revolutionize their business model will be discussed, as well as how to evaluate innovations and challenges worth investing in, and the revenue and partnering opportunities they create.
Please join us for an evening of great food and drink with a spectacular view over Victoria Harbour! We will celebrate LIMRA's 100th anniversary on the 100th floor of Hong Kong's tallest building, the International Commerce Centre (ICC), so you can enjoy the Hong Kong skyline while networking with peers and colleagues.
The challenge today is no longer getting your message out. There are more channels than ever: Blogs, Twitter, Instagram...the list goes on. The real challenge for financial institutions is getting your message in—getting your hyper-distracted audience to take time to engage with you. So what works?
In a time of short attention spans and high expectations, this high-impact, high-energy session will demonstrate how financial professionals are creating powerful connections in a digital age. From amplifying your personal brand to prospecting, we’ll look at how the social world changes everything. What's in it for you? A deeper understanding of the new digital realities plus practical tips you can apply immediately.
Managing Director and Senior Partner; Global Leader, Life Insurance, BCG Hong Kong
If everyone in your organization continues to think and act in the same manner as they do today, will you be able to achieve the desired results within the expected timeframe? Your answer to this question will determine whether if cultural transformation is a necessary condition for growth in your company. Focusing on competency development is a necessary condition for accelerated performance but is it not sufficient. Without a focus on intentional cultural design, you could well be training your employees for your competition. Come and discover the 3 big ideas for driving cultural change that matters.
Corporate Vice President and Director, International Research, LIMRA and LOMA
LIMRA partnered with the Society of Actuaries to conduct a consumer perspective study on one of the most noteworthy markets facing the impending retirement crisis today: China. The session will cover the existing pension system, social security coverage and adequacy, what retirement means to China’s consumers, and other key findings
Head of Solutions Consulting, Digital Marketing HK & TW, Adobe
Are you curious about ways to help your company accelerate a digital transformation and drive operational excellence in the areas of mobility, clouds, process reimaging and workflow automation? If so, join this session to gain a better understanding on what you must do to achieve a level of integration that allows transformation across the entire organization, while providing a seamless yet secure environment to customers, agents and partners.
Head of Hong Kong and High Net Worth, RGA Reinsurance Company
This session will explore how innovative approaches to underwriting can help to increase sales and provide low-cost leads, releasing untapped value from assets that all insurers possess - claimants.
If everyone in your organization continues to think and act in the same manner as they do today, will you be able to achieve the desired results within the expected timeframe? Your answer to this question will determine whether if cultural transformation is a necessary condition for growth in your company. Focusing on competency development is a necessary condition for accelerated performance but is it not sufficient. Without a focus on intentional cultural design, you could well be training your employees for your competition. Come and discover the 3 big ideas for driving cultural change that matters.
Never has it been more important to see, understand, and react to change. Business creativity expert Fredrik Härén will discuss why this is more important than we typically think, and at the same time more difficult than most of us realize. For the people and organizations that do master change, the opportunity has never been greater.
3:45 pm - 5:00 pm: Using Digital Disruption to Drive Customer Centricity
Walter De Brouwer
CEO, doc.ai
We may not be ready for intergalactic travel, but can we reinvent healthcare with a powerful tool like the "tricorder" imagined in Star Trek? Walter De Brouwer founded Scanadu to put the diagnostic power of a hospital in the hands of the consumer. His goal: to build a suite of smartphonesque medical tools that reimagine access to healthcare. Now his latest company, doc.ai, is building a robo-doctor that uses artificial intelligence (AI) to converse with customers about their lab test results — anytime, anywhere, on any device. Prior to Scanadu, Walter also ran One Laptop Per Child Europe and founded Starlab. His companies were involved in two IPOs and the merger of Eunet with Qwest Communications (now CenturyLink).
3:45 pm - 5:00 pm: Using Digital Disruption to Drive Customer Centricity
Leo Cui
CEO, TalkingData
As CEO of TalkingData, Mr. Leo Cui takes overall responsibility for the innovation and strategic development of the company to ensure that TalkingData maintains its leading position in China’s mobile big data industry. Over the years, Leo has remained focused on mobile internet and social media in the field of data analysis, data mining, and pattern recognition, and his forward-looking philosophy has led TalkingData to win numerous awards including "Most Innovative Enterprise Application Development" and "Best Mobile Big Data Platform Award" by IDG International Data Group, and "Top 100 China Innovation Growth Companies" by Cyzone.
Ms. Fisk is a foremost expert on the practical application of electronic document management system (EDMS) technology. She has overseen numerous enterprise information assessments and follow-up activities to help organizations significantly reduce operating expenses, increase efficiencies, and achieve true business optimization. These projects have addressed corporate budgeting, cost, sponsorship, risks, ROI analysis, project timeline planning, future business initiatives, and similar strategic elements. Ruth has extensive insurance industry experience, including 14 years in management at a property and casualty carrier. She also founded and led the Insurance Vertical OnBase Group User Experts, a non-profit organization dedicated to business process improvement specifically dedicated to the insurance industry.
Assistant Vice President, Assessment and Development Solutions, LIMRA and LOMA
Rick Funke consults with financial services executives around the world to help them boost profitability by improving sales force effectiveness. With his help, companies maximize the return on their agent recruiting and selection investment — and grow their sales force — by applying competency-based best practices for recruiting, selecting, and retaining top performers. Rick also has extensive experience facilitating and delivering training to agency managers that helps them improve agent professionalism and productivity. Rick is a well-known industry speaker who has presented at many conferences, including GAMA’s LAMP Conference, NAIFA’s Career Conference and Annual Meeting, LIMRA’s Annual Conference, and numerous company meetings.
Fredrik Härén is an author and speaker on business creativity. His biggest-selling book to date is The Idea Book, which mixes insights and activities to boost creativity. It was glowingly reviewed by Seth Godin and is listed in The 100 Best Business Books of All Time. Fredrik’s next book, The Developing World, delves into the explosion of creativity in developing countries — and lessons that people in the developed world can learn from it. His latest book is One World. One Company, which explores what it means to be a truly global company. Fredrik has delivered over 1,500 presentations in more than 50 countries. He was voted Speaker of the Year in Sweden and is one of only 30 Certified Global Speaking Professionals (GSP) in the world.
Corporate Vice President and Director, International Research and Member Engagement, LIMRA and LOMA
Larry Hartshorn is responsible for the development and execution of LIMRA’s international research strategy. Under his guidance, the international research unit conducts a wide variety of research to provide insights and trends in distribution, consumer behavior and sentiment, products, retirement, and technology for markets throughout the world. Prior to joining LIMRA in 2015, Larry was Aetna’s executive director for Greater China in Shanghai. His responsibilities included strategic planning, research, management operation and consulting. Larry also previously served as research program manager for The Ohio State University, managing a multi-million dollar cluster of private, state, and federal grants targeting primary, secondary, and higher education curriculum reform.
8:45 am - 9:45 am: Selling in a Social World: Getting your hyper-distracted audience to take time to engage with you
Betsy Hubbard
Founder and President, Mindset Digital
Betsy Hubbard helps leaders in Fortune 100 firms and healthcare organizations get up to speed in a digital age. She and her colleague, Debra Jasper, have provided training and consulting to more than 25,000 people and delivered keynote talks around the world. Before starting Mindset Digital, Betsy worked in higher education, transforming the Kiplinger Program in Public Affairs Journalism into the first social media fellowship for journalists and teaching graduate courses on digital media. She has also worked in philanthropy as a grant maker, overseeing projects at The Pew Charitable Trusts, and as a consultant, conducted research on leadership and organizational performance for a range of clients, including the Brookings Institution. Betsy has degrees in political science and public policy, with a year spent abroad at the London School of Economics.
3:45 pm - 5:00 pm: Using Digital Disruption to Drive Customer Centricity
James W. Kerley, LLIF
Managing Partner, Clearview Partners
Jim Kerley’s background includes more than 40 years of professional experience in the financial services industry, including nearly 25 years with New England Financial (now part of MetLife). He was also a founding partner of Trinity Communications before establishing Clearview Partners.
Jim formed Clearview Partners with the goals of connecting insurance executives and ideas in transformative ways, providing strategic insights in a rapidly changing environment, and consulting, coaching and collaborating with insurers interested in taking the necessary next steps into modernization.
Frustrated by the slow adoption of technology, Rosaline invested $5M of her savings and borrowed another $5M to build CXA. Within a year, her team built the platform, acquired Singapore's largest broker, won 20 Fortune 500 clients away from the global incumbents, voted by HR as one of the best vendors of the year and got $11M in VC funding. CXA is now expanding to 11 countries across Asia.
Rosaline supervised P&G factory lines in Iowa before working in 8 roles during her 8 years at Bankers Trust in NYC. She launched two dot-com start-ups in Asia, before moving to ACE Insurance. She also ran Mercer Marsh Benefits' 14 APAC countries, growing 800% over 8 years. Rosaline graduated from UCLA Cybernetics and Columbia Business School.
Dr. Junling Li co-founded Juliye Group with Mr. Jiman Zhu, Chairman of Harbin Gloria Pharmaceutical Co., Ltd and Mr. Yihuo Ye, CEO of iYundong, in March 2014. Inspired by its mission of “May More Families Live Healthy”, Juliye aims to build up a cooperative diagnosis and treatment system and family-doctor network with the best services and efficiency in China. By linking experienced local physicians and top specialists in a centrally operated system, Juliye helps distribute advanced medical treatment technique to cover larger population, especially people outside metropolitan areas. In this process, by building a standard and disease-specific electronic medical record (EMR) data system, Juliye also paves way for commercial medical insurance business development.
Jamie is a major contributor to shaping Celent’s global insurance agenda, and has led the development of Celent’s innovation framework. His research focuses on IT strategy and the technology challenges facing the life and pensions market — contributing to the debate on core systems replacement, BPO strategies, the impact of regulation, and innovation management. Prior to joining Celent, Jamie was a Senior Manager within Deloitte’s management consulting practice, where he led engagements focused on helping clients align their IT strategy to their business goals. He was a key contributor to the development of the Insurance Core Systems Transformation proposition and the technology implications of the Retail Distribution Review Readiness proposition for the UK Life, Pensions and Wealth Management market. While in industry, Jamie was Head of IT Strategy for AXA UK & Ireland, and led change delivery at both AIG and Zurich Financial Services.
Greta has extensive experience with employee benefits, training and development, and consulting for health insurance companies in both China and the United States. Her current role with CIGNA has her consulting with multinational employers and insurers, assisting in the evolution of the insurance market in China through global initiatives, marketing for corporate events, and defining and implementing training programs for staff. Prior to joining Cigna, Greta worked as Mercer’s Health and Benefits Consulting Director for China where she oversaw the consulting projects for large clients in areas such as auditing, benchmarking, flex design, financial modeling, health and absence management and benefits review. She is a fully qualified actuary with well-developed consulting skills and expertise particularly in pricing, valuations and modeling of insured or self-insured medical, disability and other healthcare related programs. Greta graduated summa cum laude from the University of Notre Dame with a Bachelor of Science in Mathematics. She is a Fellow in the Society of Actuaries and a member of the American Academy of Actuaries.
3:45 pm - 5:00 pm: Using Digital Disruption to Drive Customer Centricity
Steve Monaghan
Chairman and CEO, Gen.Life
Originally a commercial pilot, Steve specializes in introducing new business models, businesses and products, and has held senior roles at leading corporations throughout Asia. He has filed six patents in FinTech, and managed an impressive list of projects throughout his career, including developing and patenting the first mobile payments platform for Citigroup, and leading a nine-month transformation of Shinsei Bank in Japan which lead to revenue growth of USD$500M. As Chief Innovation Officer for DBS Bank, Steve drove the innovation agenda that culminated in their $220+M investment in IBM Watson, DBS A*Star R&D Lab and Digital Banking. Steve also helped to build AIA Edge, Asia and Oceania's leading corporate Accelerator, making AIA the first insurance company to join the R3 blockchain consortium. Most recently, Steve created Gen.Life, a Silicon Valley based start-up that creates R&D capability for insurers in Artificial Intelligence and Blockchain. In addition to GenLife, Steve is also a Limited Partner and investment committee member in True Global Ventures, Vice Chairman of Borderless Healthcare Mobile China, Co-Chairman of HK HealthTech Association, and a Board Member of Pulse Global.
Georgio Mosis, Ph.D., is a clinical epidemiologist and medication informatics specialist with more than 10 years of experience in corporate innovation. He has authored more than 10 U.S./global patents and 20 trade secrets in technologies that enable integrated care solutions, cognitive ergonomics, and medication adhernce technologies. Prior to joining RGA, Georgio worked for Philips Group Innovation as a principal scientist in clinical informatics and as a business director responsible for turning novel ideas into business concepts. His most recent experience was in Shanghai where he led a team of innovators who created connected care technologies. In that role he set up a framework for innovating within a business ecosystem to co-create a first-in-kind solution addressing unmet needs in coronary artery disease management.
Senior Partner & Managing Director, The Boston Consulting Group
Mr Shah is a Senior Partner and Managing Director in the Mumbai office of The Boston Consulting Group. He leads the Insurance practice for BCG across the Asia Pacific. He has extensive experience in the financial services space in Asia and specifically India. He is a member of the FICCI Insurance Committee and the CII Asset Management Committee in India. Alpesh has nearly 20 years of experience in Asia, a large part of that in India. Across the Asia Pacific, he has assisted a wide variety of banks, finance companies and insurance companies across a wide range of topics including segment specific strategy development, portfolio analysis, new business launch, break-out growth strategy development, pricing, improving channel effectiveness, operational efficiency enhancement, cost management and reduction, post merger integration, business divestiture and implementation support.
Head of Solutions Consulting, Digital Marketing HK & TW, Adobe
Patrick currently leads the Digital Marketing solution consulting practice in Adobe for the region. With Over 20 years in digital technologies, Patrick started his career in a leading bank in Canada, and subsequently moved on to consulting and helped hundreds of enterprises to identify, rationalize and execute competitive strategies utilizing digital. Patrick’s works span over a wide spectrum of industries such as banking, insurance, retail, telecom and government agencies in both US and Asia. Prior to joining Adobe, Patrick has held various senior positions in leading companies such as Oracle, IBM, Deloitte in HK and US. Patrick holds a Bachelor of Science and Postgraduate Diploma in Digital Marketing.
Insurance Industry Advisor, Asia Pacific, Fuji Xerox Global Services
A senior-level business and IT professional with a career spanning 30 years, Timothy leads Fuji Xerox’s regional insurance program. He consults with clients to develop and execute go-to-market strategies for insurers throughout the Asia-Pacific region. Timothy has worked in numerous other industries, including banking, payment, internet, transportation, systems integration, and healthcare. He has a degree in Economics and a Diploma in Asia Pacific Marketing from the National University of Singapore. He holds the following professional qualifications: FLMI, DGIRM, PgMP, PMP, PMI-ACP, ITIL, CGEIT, CRISC, CITPM, COMIT, TOGAF, BCP, and Lean Six Sigma. Timothy is also an adjunct lecturer on strategic IT planning at the National University of Singapore.
11:15 am - 12:15 pm: The Evolution of Underwriting: From a Control Function to Business Development
Carmony Wong, FLMI, AALU, ANZIIF, ACII
Head of Hong Kong and High Net Worth, RGA Reinsurance Company
In her
role, Carmony Wong oversees pricing, business development, underwriting and
claims for RGA Reinsurance Company Hong Kong (RGA Hong Kong), as well as High
Net Worth business in the region. Prior to her current position, Carmony was
Head of Underwriting Business Development for RGA Asia. Carmony first joined
RGA Hong Kong in 2001 as an underwriter, and in 2007 was promoted to Assistant
Vice President, Head of Underwriting and Claims. She led RGA Hong Kong’s
Underwriting and Claims function, supporting clients in Hong Kong and Southeast
Asia and participating in product development initiatives. Since 2003, Carmony
has also served as Program Director and Secretary of the Hong Kong Underwriting
and Claims Association (HKUCA). The HKUCA promotes and develops risk management
standards and practices for Hong Kong’s life insurance industry.
LIMRA and LOMA Conferences are made possible by the generosity of our sponsors and exhibitors. Sponsorship of the LIMRA/LOMA Strategic Issues Conference will help increase name recognition, build product and service awareness, and provide valuable networking opportunities to several hundred key decision-makers in the life insurance and financial services industries across Asia.
For details on the benefits of sponsorship, available packages, and how to apply to become a sponsor at the Strategic Issues Conference, see our PDF form here.
