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LIMRA LOMA International Agency Transformation Forum

From Quantity to Quality in China

5/22/2019 - 5/23/2019
Grand Kempinski Hotel Shanghai, Shanghai, China

Overview

Who Attends

Life insurance and financial services executives and professionals who work in China or are interested in learning more about the regional and global issues affecting this market. 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.

Highlights

This two-day strategic conference will feature a diverse group of international speakers discussing the trends and innovations shaping agency transformations in China, and around the world. Planned session topics will include:

  • Agency System Innovations
  • Successful, Profitable Agency Distribution Models 
  • Fundamentals of a High Quality Recruiting Strategy
  • Recruiting & Selecting Today’s Top Talent
  • Innovations in Field Team Management
  • Goal Setting to Increase Retention and Productivity
  • Improving Persistency Rates
  • Using Technology to Empower Agents
  • AI meets Risk Intelligence: A case study of AI-powered Healthcare
  • Digital First Marketing - Helping Agent Sell More, and Service Their Customers Better 
  • Creating a Quality-Driven and Customer-Centric Agency Operation.

Attendees will have the opportunity to network with other industry leaders and agency transformation experts, with ample networking opportunities to compare best practices and technologies. Please continue to check back for more details on the program agenda and speakers as they are finalized! 

Registration

Register from 5 February to 30 April
LIMRA or LOMA Member - US$550
Nonmember - US$630

Register in May 2019
LIMRA or LOMA Member - US$650
Nonmember – US $730

Spouse/Guest - US$100

A registration fee of $100 is available to spouses and guests of registered attendees. Individuals in an industry-related position, co-workers, or associates do not qualify. We invite spouses/guests to participate in the event's food and social functions and ask that they wear their badge to these events. Participation in the general sessions and workshops is limited to those who have paid the full registration fee to attend the conference.

To register please visit: https://www.eiseverywhere.com/389258

Multiple Registration Discounts Available - The more you send, the more you save!  Receive 5 percent off the price of each registration when your company register 5-9 delegates, 10 percent off each registration when sending 10-19 delegates, and 20 percent off each registration when sending 20 or more!  For details on how to receive the discounted group rate, please email Mr. Jinhai Guo at guoj@loma.org.  

Cancellation 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

Grand Kempinski Hotel Shanghai
1288 Lujiazui Ring Rd.
LuJiaZui, Pudong Xinqu
Shanghai , China 200120
+86 21 3867 8888

Make your room reservation at the Grand Kempinski Hotel Shanghai and mention the LIMRA & LOMA International Agency Transformation Forum to receive the discounted group rate of CNY 1,200 per night (inclusive of all tax and service charges). This special conference rate is available three days prior and three days after the meeting dates, and includes a daily buffet breakfast and in-room internet access. Check in is 14:00; check out is 12:00. Rooms at the group rate are limited and available on a first come, first-served basis, so be sure to book early for best selection and price!

To make your hotel reservations, please call the hotel directly at +86 21 3867 8888 and mention the LIMRA LOMA International Agency Transformation Forum, or book online at https://kempinski.com/KISHA5/en/book/id.ALHI190518/start.20190517/end.20190524. If you wish to book a room outside of the main conference dates, we kindly ask that you download this form and email to reservations.shanghaipudong@kempinski.com or fax to + 86 21 3867 9766.

Agenda

Speakers

John Cai
Regional Chief Executive, AIA Group Limited

John Cai

Regional Chief Executive, AIA Group Limited

John Cai is the Regional Chief Executive responsible for the Group’s businesses operating in China, Vietnam and Taiwan. Mr. Cai is a director of various companies within the Group, including AIA Company Limited and AIA International Limited. He joined the Group in July 2009. Mr. Cai has over 27 years’ experience in the insurance industry, both in Asia and the United States. Prior to becoming Regional Chief Executive, since 2009, he was Chief Executive Officer of AIA China, which became AIA’s second-largest and fastest growing business during his tenure.

Before joining AIA, Mr. Cai was Chief Executive Officer at AXA Hong Kong, having originally been appointed Chief Agency Officer in 2003. Mr. Cai graduated from Xi’an Jiaotong University in 1989. He is also a Chartered Financial Consultant (ChFC), a Chartered Life Underwriter and a Certified Financial Planner.
  • Wednesday, May 22, 2019

    9:30 am - 10:15 am: Opening Keynote - Agency System Innovations
John T. Baier
Chairman and Co-Founder, 25 Point Systems Inc.

John T. Baier

Chairman and Co-Founder, 25 Point Systems Inc.

John has more than four decades of experience in the financial services business, including 35 years as a Managing Partner and company executive for New York Life. As a Managing Partner he grew a new, young agency from almost nothing into one of the premier agencies in the world, using the foundation for what would later become the industry-renowned 25 Point System. In 2015 John was appointed Executive Director of Seguros Monterrey New York Life where he was charged with coaching top company executives, leading the Project Retention and MDRT Program, and managing the Agency Distribution Channel. Under his leadership, SMNYL saw their retention rates increase by 75 percent, their number of MDRT Agents and Aspirants from 432 to 624 (advancing SMNYL from the 33rd position to the 14th position in MDRT Membership), and their agency sales increased by 33%. In 2013 John was inducted into the GAMA International Hall of Fame, the highest honor in the Financial Services Industry, and in 2016 he established Baier Consulting International LLC. to foster “Exponential Growth Through Proven Systems. " He is also the Chairman of 25 Point Systems Inc, featuring the mobile app Tier 25 of his 25 Point System.
  • Thursday, May 23, 2019

    9:30 am - 10:15 am: 21st Century Goal Setting to Exponentially Increase Retention and Productivity
Chris Au
Regional CAO, Manulife Financial Asia, Ltd.

Chris Au

Regional CAO, Manulife Financial Asia, Ltd.

Chris Au started his career as an agent in 1988, immediately after graduation from University of Hong Kong.  After winning various awards as an agency, including the Young Distinguished Salesman Award, MDRT, Top case producer, Top AUM, and Top EB producer he made the move from agency to staff, eventually accepting the role of CAO of New York Life Hong Kong in 1999.  Throughout the course of his career he has held the position of CAO at a variety of countries throughout Asia including Hong Kong, China, Taiwan and Thailand, most recently serving as Regional CAO of AIA Group before accepting his current role with Manulife Financial Asia Ltd.  Chris’s professional designations include the LLIF, CIAM, FLMI and LUTCF as well as an Executive MBA earned in 2003.


  • Wednesday, May 22, 2019

    1:45 pm - 2:30 pm: From Quantity to Quality: Fundamentals of a High Quality Recruiting Strategy
Hongyou Chen
Sales Head, First Regional Area, Ping An Insurance Company of China, Ltd., Shanghai Branch

Hongyou Chen

Sales Head, First Regional Area, Ping An Insurance Company of China, Ltd., Shanghai Branch

Mr. Chen Hongyou entered Ping An in 1997, becoming the deputy general manager of the Beijing Branch in 2012. The following year he was transferred to the Shanghai Branch where he took on the role of head of sales for individual insurance. In this role he lead a full sales channel transformation, including a shift to the Online-to-Offline (O2O) customer management model. Under his leadership, the Shanghai Branch's individual insurance achieved substantial growth at paces far above the market average, making it the Shanghai life insurance market leader for many years. In 2017 he assumed his current role of Sales Head, First Regional Area at the Shanghai Branch, and continues to drives revenue and growth with innovation at the core of their strategy.
  • Wednesday, May 22, 2019

    3:45 pm - 4:30 pm: Innovations in Field Team Management
James Chang, PhD RMI, ASA
Senior Vice President, AVIVA-COFCO Life Insurance Co., Ltd.

James Chang, PhD RMI, ASA

Senior Vice President, AVIVA-COFCO Life Insurance Co., Ltd.

James Chang has had a broad and diverse career within the life insurance industry, holding several key roles with AVIVA-COFCO Life Insurance Co., Ltd. since first joining in 2003. Since 2012 he has held the position of Senior Vice President for AVIVA-COFCO Life Insurance Co., Ltd., where he oversees their agency, broker, and bancassurance lines of business. Prior to this, his other former positions included Deputy Chief Actuary of ACL from 2003 to 2004; Vice President, Head of Group from 2005 to 2010, and Senior Vice President, CMO from 2010 to 2011. Mr. Chang attended NanKai University where he earned a Master of Insurance Actuarial as well as a PhD in Risk Management and Insurance.
  • Thursday, May 23, 2019

    2:00 pm - 3:15 pm: CAO Panel: Creating a Quality-Driven and Customer-Centric Agency Operation
Yadong Lan
Chairman, Hengqin Life Insurance Co., Ltd.

Yadong Lan

Chairman, Hengqin Life Insurance Co., Ltd.

Mr. Lan has 30 years of experience in all areas of the life insurance industry, ranging from a clerk all the way up to a successful company leader. He has extensive experience in leading through times of change, and was named one of China’s top 100 most influential sales leaders when he oversaw a team of 650,000 agents. In 2016, he established Hengqin Life in the Hengqin free trade zone of south China, to begin exploring new model of success under today’s “3.0 version” of the insurance industry.
  • Wednesday, May 22, 2019

    5:00 pm - 5:20 pm: Summary of the Day
David Levenson
President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.

David Levenson

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

David Levenson is responsible for leading the world’s largest association of life insurance and financial services companies, representing more than 1200 financial services companies across 60 countries. Most recently, he was a principal at Edward Jones and served on its management committee from 2015-2018. Levenson was responsible for all products distributed through its network of 17,000 advisors in the U.S. and Canada. Prior to joining Edward Jones in 2012, he was president of wealth management at The Hartford Financial Services Group, responsible for the firm’s individual annuity, individual life, mutual fund and retirement plan businesses.
  • Wednesday, May 22, 2019

    9:00 am - 9:30 am: Conference Welcome & Opening Remarks
Haojian Li
Founder & CEO, TopMDRT

Haojian Li

Founder & CEO, TopMDRT

As the founder & CEO of TopMDRT, Mr. Li is a member of the Internet Insurance Expert Committee under the Insurance Association of China, a successful internet insurance entrepreneur, and has been recognized as one of the top five managers at AIA. In 2007 he co-founded Xiangrikui Insurance, Funaodai Insurance and Xiaobai Insurance, and following the success of these businesses he used his internet insurance industry experiences to found TopMDRT in 2015. TopMDRT now empowers agents to expand their online business through social media and micro-websites, and in just three short years it became the number one Chinese online self-insurer, with more than 5 million users and owning over 60% of market share.
  • Thursday, May 23, 2019

    11:15 am - 12:30 pm: InsurTech Executive Panel: Using Technology to Empower Agents
Chongwen Lin
Chairman and President, GM Financial Service

Chongwen Lin

Chairman and President, GM Financial Service

Mr. Lin entered the insurance industry in 1976 and has held a bariety of senior positions at local and multinational life insurers including deputy general manager of Taiwan's First Life Insurance, the executive deputy general manager of Taiwan Life, and president of Manulife-Sinochem Life Insurance Co., Ltd. In 2012 he founded GM Financial Service which he has built on his belief in "cultivating talents, developing teams". Using a rigorous and meticulous management style he has developed many industry elites across the Taiwan Strait, all whom embrace the values of “Respect, Integrity, Benefit Others and Thankfulness”. He is strongly dedicated to the idea of continuous education, and supports multiple public welfare and charity programs throughout the country. Mr. Lin has written two books, "Elite Team" and "Weightlifting".
  • Thursday, May 23, 2019

    1:30 pm - 2:00 pm: Intermediary Transformation: The Road to High Quality Development
Jason Liu
CEO, Leapstack, Inc.

Jason Liu

CEO, Leapstack, Inc.

Graduated from Tufts University with a Master’s degree in Electrical and Computer Engineering. He used to work for Telenav Inc. in Silicon Valley, as a senior software engineer. He led the development team on big data recommendation system to provide the LBS modeling support. He returned to China in May, 2016 to found Leapstack, which focuses on healthcare insurance anti-fraud services. Based on big data technologies, AI algorithms and comprehensive system solutions, Leapstack owns the most advanced anti-fraud services for healthcare insurance and long-term care insurance products in China. Currently, Leapstack has provided services for multiple clients, including China Life, PICC, Pingan and etc. With the hands-on experience on big data technologies, anti-fraud services from Silicon Valley, Leapstack is capable of helping the insurance companies with the claim funds control, lowering the claims expense, increasing their services quality, markets competence and markets share.
  • Wednesday, May 22, 2019

    4:30 pm - 5:00 pm: AI meets Risk Intelligence: A case study of AI-powered Healthcare
Sam Nakachi
Assistant General Manager of Marketing Planning Department, Sumitomo Life Insurance Company

Sam Nakachi

Assistant General Manager of Marketing Planning Department, Sumitomo Life Insurance Company

Sam Nakachi joined Sumitomo Life Insurance Company in 1993, and has held roles in a variety of departments including business planning, sales, sales education, their New York Representative Office, and the WELL’s Development Department (the male sales channel). In 2014 he moved to Indonesia after Sumitomo acquired shares in BNI Life, a subsidiary of PT Bank Negara Indonesia. He returned back to Japan in 2016, and currently serves as the Assistant General Manager of the Marketing Planning Department. Sam received his MBA from Vanderbilt University in Tennessee.
  • Wednesday, May 22, 2019

    11:15 am - 11:45 am: General Session - Successful, Profitable Agency Distribution Models – Part 2
Edwin Si
Managing Director, China, LIMRA and LOMA

Edwin Si

Managing Director, China, LIMRA and LOMA

Mr. Edwin Si is Managing Director of LIMRA & LOMA China. Prior to joining LIMRA and LOMA, he worked for 25 years in China;s life insurance industry, responsible for training, marketing and sales of Chinese and foreign life insurance companies such as American International Assurance, Xinhua Life Insurance, Allianz, Everbright Sun Life and other subsidiaries. Edwin has extensive experience with the introduction and creation of insurance agent systems, as well as reforming and redesigning marketing systems, agent systems, and training systems.
  • Thursday, May 23, 2019

    2:00 pm - 3:15 pm: CAO Panel: Creating a Quality-Driven and Customer-Centric Agency Operation
Yi Shen
Vice General Manager, Taiping Life Insurance Company Ltd.

Yi Shen

Vice General Manager, Taiping Life Insurance Company Ltd.

Mr. Shen is a member of the (communist ) party committee, director of human resources, chief risk officer, party secretary and general manager of Taiping Senior Living Management Co., Ltd.. He has many years of experience in the insurance industry, with a focus on the strategic planning of human resources and risk management, as well as a demonstrated commitment to improving the level of corporate administration and risk management. Mr. Shen graduated from Nankai University.
  • Wednesday, May 22, 2019

    11:45 am - 12:30 pm: Best Practices from Taiping Life’s High Quality Team Building
Xiaohong Sun
Vice President, Aeon Life Insurance Company Ltd.

Xiaohong Sun

Vice President, Aeon Life Insurance Company Ltd.

Sun Xiaohong is currently the vice president of Aeon Life, in charge of individual insurance. Prior to her current role, Ms. Sun held various positions at Ping An Life, including Manager of the Hefei branch, Assistant Supervisor of Sales at Ping An Life’s headquarters, General Manager of Marketing and Sales (Zhongxi Division) and General Manager for the Ping An Life Shanxi Branch. As a 24 year industry veteran, she has extensive insurance management experience, and is well regarded for leadership and success in the areas of strategic management, performance management, corporate culture, team building, and training.
  • Thursday, May 23, 2019

    2:00 pm - 3:15 pm: CAO Panel: Creating a Quality-Driven and Customer-Centric Agency Operation
Hugh Terry
Founder, The Digital Insurer

Hugh Terry

Founder, The Digital Insurer

Hugh Terry is an experienced insurance professional with more than 20 years’ experience in the Asia Pacific region covering insurance companies, business consulting, and successful set-ups and exits from his own businesses. As the Founder of The Digital Insurer, the world’s largest knowledge community of more than 30,000 professionals interested in working together to accelerate the digital transformation of insurance, Hugh’s personal business objective is to help insurance and technology companies create and execute innovative business development strategies. Central to this is to anticipate and leverage trends in digital technologies, as these are having a profound impact on existing business models as well as opening up new opportunities. Hugh is an actuary by profession.
  • Thursday, May 23, 2019

    10:45 am - 11:15 am: Digital First Marketing - Helping Agents Sell More, and Service Their Customers Better
Hongzhen Tian
Deputy General Manager, Chief Actuary, Funde Sino Life Insurance Company, Ltd.

Hongzhen Tian

Deputy General Manager, Chief Actuary, Funde Sino Life Insurance Company, Ltd.

As the deputy general manager and chief actuary at Funde Sino Life, Mr. Tian is in charge of the Life Actuarial, Product Marketing, and Asset and Liability Management Departments, as well as the E-Commerce and Tele-Marketing Centers. By advocating for an "open, innovative, and transformative" approach, he has led the team to achieve a number of groundbreaking insurance product projects, while also leading the company to explore deeper thinking into internet insurance practices. Prior to his current role, Mr. Tian served as the deputy director of the Actuarial Division of Life Insurance Department of China Insurance Regulatory Commission, the executive director of the China Association of Actuaries, the director of the life and health insurance department, and the director of the experience analysis office of CAA.
  • Thursday, May 23, 2019

    11:15 am - 12:30 pm: InsurTech Executive Panel: Using Technology to Empower Agents
Jun Wu
Founder and CEO, Shenzhen Kaopubao (KPB) Technology Development Co., Ltd.

Jun Wu

Founder and CEO, Shenzhen Kaopubao (KPB) Technology Development Co., Ltd.

Jun WU is an award-winning Chinese Internet insurance pioneer and Key Opinion Leader. He is the founder and CEO of Shenzhen Kaopubao (KPB) Technology Development Co., Ltd, and is a member of Third-Party Internet Insurance Expert Committee under the Insurance Association of China. With 21 years of insurance industry experience, Mr. Wu has seen first-hand how the processes of China's insurance Internet have innovated to become better equipped with the ability to handle multi-level and multi-service lines at all areas of the business. He is passionate about helping to energize insurance with a “technology + insurance” mindset, and was the originator of several innovative solutions including "Mobile Intergraded Terminal" and "Intelligent Insurance".
  • Thursday, May 23, 2019

    11:15 am - 12:30 pm: InsurTech Executive Panel: Using Technology to Empower Agents
Albin Wang
General Manager Assistant, CITIC-Prudential Life Ins. Co. Ltd.

Albin Wang

General Manager Assistant, CITIC-Prudential Life Ins. Co. Ltd.

Information Coming Soon!
  • Thursday, May 23, 2019

    2:00 pm - 3:15 pm: CAO Panel: Creating a Quality-Driven and Customer-Centric Agency Operation
Johnny Wu
International Celebrity Magician & Speaker

Johnny Wu

International Celebrity Magician & Speaker

Johnny Wu is a self-taught magician that has been entertaining for more than 15 years, using a combination of ancient Chinese mysticism, sleight of hand, modern technology, mind-reading, hypnotism, and telepathy. Based in Los Angeles, California he has performed for multiple celebrities as well as some of the world’s most notable brands including Tesla, Google, Rolex, Apple, Disney and BMW.
  • Thursday, May 23, 2019

    3:45 pm - 4:45 pm: Transform with a Touch of Magic
Chunyuan Yang
Assistant President, Mingya Insurance Brokers

Chunyuan Yang

Assistant President, Mingya Insurance Brokers

Mr. Yang has 20 years of experience in IT system design and management, 15 of which have been spent working with the life insurance industry. He is a registered Information Safety Professional (CISP) and his experiences have given him a rich knowledge of infrastructure and database development, maintenance, disaster recovery, security, algorithms, and data analysis. Throughout the course of his career, Mr. Yan has worked as the main research and development personnel for multiple information security products and systems that received certification from the Central Protecting Secret Commission Office, was the Director of the Information Center Relocation project in 2007, and the Chief Commander of the Life Insurance Core Business System Upgrade project in 2009. In 2012 he spoke at the National Architecture Conference, and he has published papers in biomedical engineering, information security, economics, and life insurance.
  • Thursday, May 23, 2019

    11:15 am - 12:30 pm: InsurTech Executive Panel: Using Technology to Empower Agents
David Yu
Chief Agency Officer, Sino-US United Metlife Insurance Company Limited

David Yu

Chief Agency Officer, Sino-US United Metlife Insurance Company Limited

Mr. Yu Jian joined Sino-US United Metlife in July of 2018 as the head of the consulting marketing channel. Prior to joining Sino-US United Metlife, he held several other key industry roles including head of individual channel at ICBC AXA and at Aviva-Cofco, an investment consultant at Investors Group Financial Service in Canada, and General Manager of the individual insurance department at Huatai Head Quarters and Deputy General Manager at their Beijing Branch. He began his career in life insurance in 1996 at China Life Yangzhou Branch, after graduating from Nanjing University in 1992 with a bachelor's degree in applied physics.
  • Thursday, May 23, 2019

    2:00 pm - 3:15 pm: CAO Panel: Creating a Quality-Driven and Customer-Centric Agency Operation
Hua Yu
Vice President, China Pacific Life Insurance Co., Ltd.

Hua Yu

Vice President, China Pacific Life Insurance Co., Ltd.

Mr. Yu joined CPIC in 1992, his previous roles include Deputy Manager of Admin Office of CPIC; Vice President of Shanghai Branch of CPIC Life, General Manager of Individual Business of CPIC Life, General Manager of Admin & HR Division of CPIC Group, HR Director of CPIC Life. Mr. Yu graduated from Department of International Economics of Peking University.
  • Wednesday, May 22, 2019

    10:45 am - 11:15 am: General Session - Successful, Profitable Agency Distribution Models – Part 1
Sidney Yuen
Chairman, HBC

Sidney Yuen

Chairman, HBC

With over 30 years of experience in customer and quality management, Sidney set up his own firm after working with American Express, Swire, and Andersen Business Consulting. He is a mentor for the Ping An Technology Group, providing mentoring to some of the its invested accelerators, and was instrumental in setting up the Hong Kong Management Association’s flagship HKMA Quality Award and the Best Practices Award. Most recently, Mr. Yuen has helped an Irish insurance technology company to enter into the Asia Market, and prior to that he was managing director, Greater China with NorthgateArinso and Head of Consulting, Asia with Convergys (now Concentrix).
  • Wednesday, May 22, 2019

    2:30 pm - 3:15 pm: Sustaining An Innovative Culture
Ping Zhao
Chief Strategy Officer, Greater China, LIMRA LOMA

Ping Zhao

Chief Strategy Officer, Greater China, LIMRA LOMA

A management professional graduate, Ms. Zhao spent more than ten years in different departments at various financial news outlets including the "21st Century Business Herald".  Her time spent as a financial journalist, senior journalist, senior editor, deputy director of financial content, and director, provided her with extensive experience tracking China's financial and insurance industry reforms and development trends, as well as a variety of other in-depth industry news reports. 
  • Thursday, May 23, 2019

    9:00 am - 9:30 am: LIMRA Research Update: Agency Model Best Practices
Jacky Zuo
President and CEO, Allianture Info Tech Co., Ltd.

Jacky Zuo

President and CEO, Allianture Info Tech Co., Ltd.

With more than 10 years of insurance industry IT design and marketing experience, Mr. Zuo is a strong proponent of using technology to empower agents. He used this concept as the foundation for designing Allianture, a high-quality, innovative information platform that has penetrated the insurance IT market through the concept of practical innovation. Allianture allows companies to enrich their customer service experience by updating old service models and concepts to meet modern needs and expectations. They have now helped to provide advanced insurance IT solutions and products to a variety of different sales and service areas to nearly 40 insurance companies.
  • Thursday, May 23, 2019

    11:15 am - 12:30 pm: InsurTech Executive Panel: Using Technology to Empower Agents

Sponsors / Exhibitors

Platinum Sponsor

Silver Sponsor

Bronze Sponsors

Strategic Media Partners

Contact LIMRA to learn more:

Mr. Jinhai Guo

International Conference Coordinator

LIMRA and LOMA

+1 (770) 984-6449

GUOJ@loma.org