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2016 Strategic Issues Conference

Health, Technology, & Beyond: Meeting Today’s Evolving Customer Needs

6/22/2016 - 6/24/2016
Kowloon Shangri-La, Hong Kong

Overview

Who Attends

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.

Hotel/Venue

Kowloon Shangri-La

64 Mody Road
Kowloon, Hong Kong,

852-2733 9790

Hotel Reservations

Kowloon Shangri-La
64 Mody Road
Kowloon, Hong Kong
852-2733 9790
www.shangri-la.com/kowloon/

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
KSL Hotel Lobby

    Agenda

    Speakers

    Walter De Brouwer
    CEO, doc.ai

    • Thursday, June 23, 2016

      9:15 am - 10:15 am: Opening Keynote Speaker
    • 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).
    Leo Cui
    CEO, TalkingData

    • Thursday, June 23, 2016

      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. 
    Ruth Fisk, AII, CDIA+, ECMP, ERMP, BPMP
    Global Director – Insurance, Hyland Software

    Ruth Fisk, AII, CDIA+, ECMP, ERMP, BPMP

    Global Director – Insurance, Hyland Software

    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.
    Rick Funke
    Assistant Vice President, Assessment and Development Solutions, LIMRA and LOMA

    Rick Funke

    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
    Entrepreneur, Speaker, and Author

    • Friday, June 24, 2016

      2:30 pm - 3:30 pm: Closing Keynote Speaker

    Fredrik Härén

    Entrepreneur, Speaker, and Author

    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.
    Larry Hartshorn
    Corporate Vice President and Director, International Research and Member Engagement, LIMRA and LOMA

    Larry Hartshorn

    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.
    Betsy Hubbard
    Founder and President, Mindset Digital

    • Friday, June 24, 2016

      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. 
    James W. Kerley, LLIF
    Managing Partner, Clearview Partners

    • Thursday, June 23, 2016

      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.

    Rosaline Koo
    Founder and CEO, CXA

    • Thursday, June 23, 2016

      10:45 am - 12:15 pm: Health and Wellness Panel

    Rosaline Koo

    Founder and CEO, CXA

    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.

    Brian Junling Li, Ph.D.
    Founder and CEO, Juliye Group

    • Thursday, June 23, 2016

      2:45 pm - 3:45 pm: General Session

    Brian Junling Li, Ph.D.

    Founder and CEO, Juliye Group

    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 Macgregor
    Senior Vice President, Insurance, Celent

    • Thursday, June 23, 2016

      1:15 pm - 2:15 pm:

    Jamie Macgregor

    Senior Vice President, Insurance, Celent

    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 Mikelonis
    Head of Health, APAC , Cigna

    • Thursday, June 23, 2016

      10:45 am - 12:15 pm: Health and Wellness Panel

    Greta Mikelonis

    Head of Health, APAC , Cigna

    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.
    Steve Monaghan
    Chairman and CEO, Gen.Life

    • Thursday, June 23, 2016

      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., MBA
    Head of Innovation Management – Asia, RGA

    • Thursday, June 23, 2016

      10:45 am - 12:15 pm: Health and Wellness Panel

    Georgio Mosis, Ph.D., MBA

    Head of Innovation Management – Asia, RGA

    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.
    Alpesh Shah
    Senior Partner & Managing Director, The Boston Consulting Group

    Alpesh Shah

    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.
    Patrick Sum
    Head of Solutions Consulting, Digital Marketing HK & TW, Adobe

    • Friday, June 24, 2016

      11:15 am - 12:15 pm: Workshops

    Patrick Sum

    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.
    Timothy Tay Huey En
    Insurance Industry Advisor, Asia Pacific, Fuji Xerox Global Services

    Timothy Tay Huey En

    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.
    Carmony Wong, FLMI, AALU, ANZIIF, ACII
    Head of Hong Kong and High Net Worth, RGA Reinsurance Company

    • Friday, June 24, 2016

      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. 

    Sponsors / Exhibitors

    Strategic Partner

    Sponsors

    Media Sponsors

    Contact us to learn more:

    Mr. Jinhai Guo

    International Conference Coordinator

    LIMRA and LOMA

    GUOJ@loma.org