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2020 Latin American Virtual Conference

Facing a New World: What’s Next for Insurance?

10/6/2020 - 10/8/2020
The Latin American Conference is going virtual!

Overview

Who Attends

New for 2020!  This year’s virtual format allows us to provide additional content applicable to even more people in your organization.  The multiple parallel sessions will be designed to address:

  • Strategic themes aimed at executives
  • Management sessions for supervisors and sales team managers
  • Sales sessions for agents and advisors

Highlights

Mark your calendars and join us this October – the 2020 Latin American Conference is going VIRTUAL!  This new design will allow even more people to enjoy the same great insights they have received in the past, but in a format that better suits the uncertainty of today’s business environment.  Insurance professionals from throughout Latin America will be able to come together during this 3 day event to:

  • Receive exclusive research insights, experience sharing, and predictions for the future that you won’t be able to find anywhere else online
  • Access a variety of content presented in both live and on-demand formats
  • Connect with other leaders from throughout the region
  • ”Meet” with sponsors to learn more about how they can help you continue improving your business  
  • Participate in live discussion and Q&A

We are currently developing the program for this conference, so please continue to check back for additional details and updates!  To view last year’s information, please click here

Interpretation Services

This event will include presentations in Spanish and Portuguese. Interpretation between languages will be offered at no additional cost. 

Registration

  • Individual Registration (LIMRA and/or LOMA Member): US $300
  • Individual Registration (Nonmember): US $350
  • *Company Registration Package (LIMRA and/or LOMA Member): US $3,000
  • *Company Registration Package (Nonmember): US $3,500

The company registration package offers an unlimited number of passes to your organization’s employees and agents, located within a single country.  Please contact Megan Schwartz at mschwartz@limra.com for more details.

*An additional $5 per person bandwidth fee will be charged for companies sending more than 100 people. (The fee will not be applied to the first 100 attendees). 

 
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Agenda

9:30 a.m. – 12:00 p.m. Eastern Daylight Time
7:30 a.m. – 10:00 a.m. – Costa Rica, El Salvador, Guatemala, Honduras, Nicaragua
8:30 a.m. – 11:00 a.m. – Colombia, Ecuador, México, Panamá, Perú
9:30 a.m. – 12:00 p.m.  – Bolivia, Puerto Rico, República Dominicana, Venezuela
10:30 a.m. – 1:00 p.m. – Argentina, Brasil, Chile, Paraguay, Uruguay

Speakers

Xavier Sala-i-Martin
Chief Economic Advisor to the World Economic Forum, and Professor of Economics at Columbia University

Xavier Sala-i-Martin

Chief Economic Advisor to the World Economic Forum, and Professor of Economics at Columbia University

Professor Sala-i-Martin is recognized as the world leading expert on innovation and competitiveness.

Since 2003 he has led the Global Competitiveness Report, which annually measures and ranks the competitiveness of all the countries in the world and recommends strategies to their decision makers. Professor Sala-i-Martin’s GCI is the most closely followed index on global economic and business competitiveness in the world, as it upgraded and modernized the former approaches to measuring competitiveness developed by Michael Porter and Jeffery Sachs. Governments and business leaders use it to evaluate and design current and future strategic competitiveness policies for their countries and corporations.  From 2003 to 2010 he was also a member of the Board and President of the Economic Commission of FC Barcelona and, therefore, contributed to the creation of what many experts have considered the best football team of all history. In 2009, FC Barcelona won all 6 championships in which it participated. No other team in history had ever achieved this impressive record.

Prior to joining to Columbia University, Sala-i-Martin taught at Yale and Harvard, and was a researcher at the Centre for Economic Policy Research (CEPR) in London. He studied economics in Barcelona and holds a Ph.D. from Harvard University. He has received several awards including the Rey Juan Carlos Prize in Economics awarded by the Bank of Spain to the best economist in Spain and Latin America, and the Arrow Prize awarded to the best economist in the world by Health International Economics Organization. Recently, he was awarded the Zapping Prize to the most innovative TV program , for his show "Economics in Colors", aired on primetime to explain economic issues that affect our daily lives.  

Horst Agata
Director General, Oficina de Representación en México, Gen Re
  • Wednesday, October 7, 2020

    11:00 am - 12:00 pm: CEO Panel: The Regional Response to COVID-19

Horst Agata

Director General, Oficina de Representación en México, Gen Re

Horst Agata did his studies in Economics and Mathematics at the Universities of Duisburg and Madrid. In 1993, he joined General Reinsurance AG (Colonia) as a technical manager for Non-Life lines for all Spanish-speaking countries. From 1996 to 2000 he worked at Gen Re in Mexico as the person responsible for signing Non-Life contracts, and since April 2000 he has been the General Director of Gen Re in Mexico. During the years 2001 and 2002 he was also the General Manager of the Gen Re Office in Bogotá.

During the FIDES congress held in 2005, Horst was named by " Revista Mexicana de Seguros" as one of the 50 people who have forged insurance in Mexico and in May 2014 Revista Reactions named him the most influential person in the Latin American insurance sector. In April 2016 he was nominated for the reinsurance medal of merit in Santa Fe de Bogotá (Colombia), the highest distinction awarded by the Colombian Association of Reinsurance Technicians (ACTER). From January 2016 to August 2020 Horst Agata has been President of the Reinsurance Committee within the Mexican Association of Insurance Institutions (AMIS), and in 2018 he participated in the Editorial Board of the BUSINESS section of the Reforma Newspaper, one of the most important newspapers in Latin America.

Sofia Belmar
CEO, MetLife México
  • Wednesday, October 7, 2020

    11:00 am - 12:00 pm: CEO Panel: The Regional Response to COVID-19

Sofia Belmar

CEO, MetLife México

Con una carrera de 29 años en la industria aseguradora, Sofía Belmar es actualmente Presidente y Directora General de MetLife México, compañía de seguros mexicana líder en seguros de personas, con más de doce millones de asegurados en todo el país.

Comenzó su carrera en MetLife en 2010 como Vicepresidenta de Mercadotecnia y se desempeñó como Vicepresidenta Ejecutiva de Desarrollo y Distribución de Negocios con la responsabilidad de promover la diversificación y el crecimiento de la Compañía hacia nuevos segmentos de mercado, incluidos los canales privados y alternativos. Actualmente preside el Consejo de Administración de MetLife México, MetLife Pensiones México y MetLife Más. También preside el Consejo de Fundación MetLife México, desde donde ha impulsado proyectos sociales que contribuyen a una mayor inclusión y salud financiera de las familias mexicanas de menores ingresos.

Desde abril de 2020 es Presidente de la Asociación Mexicana de Instituciones de Seguros (AMIS), siendo la primera vez en su historia que uno de los siete organismos cúpula del CCE es encabezado por una mujer.

João Leandro Bueno
Senior Partner, McKinsey
  • Wednesday, October 7, 2020

    9:40 am - 10:45 am: Concurrent Sessions

João Leandro Bueno

Senior Partner, McKinsey

João Leandro Bueno is a Senior Partner at McKinsey in the São Paulo office. He has 10 years of experience in management consulting, serving insurance companies and financial institutions with a focus on digital, corporate strategy, new business development, channel management, customer segmentation, organization and operations, among other topics. João is an Industrial Engineer from the Polytechnic School of the University of São Paulo and has an MBA from New York University.

Thad Burr
Head of Latin America & Caribbean, LIMRA and LOMA
  • Tuesday, October 6, 2020

    9:30 am - 9:35 am: Welcome and Opening Remarks
  • Wednesday, October 7, 2020

    9:40 am - 10:45 am: Concurrent Sessions

Thad Burr

Head of Latin America & Caribbean, LIMRA and LOMA

Thad Burr has extensive business development, M&A, and business-turnaround experience. He has launched several start-up operations for companies expanding into new markets and countries. In Thad’s current role at LIMRA and LOMA, he leads the team of representatives in Latin America, the Caribbean, and English-speaking Asia responsible for delivering member benefits. Previously, he was the Partner heading Mercer’s Latin America Retirement and Pensions Practice. Before that, he worked at Aetna, Inc., to expand their business in Latin America and the Caribbean, including health and dental benefits; life and disability insurance; health care technology and analytics; and health management solutions. He joined Aetna from ACE Life, where he was Regional Division President for Latin America, and launched and managed the ACE life insurance business in nine countries in the region. Previously, he worked for MetLife, where he served in several leadership positions, including establishing and directing MetLife's Brazilian subsidiary. In his more than 20 years' experience, he has managed operations in several countries in the Americas, including Argentina, Brazil, and Mexico.
Scott Campion
Partner, Americas Insurance, Oliver Wyman

Scott Campion

Partner, Americas Insurance, Oliver Wyman

Scott is a Partner in Oliver Wyman’s Insurance practice. He has spent the past thirteen years consulting to the financial services industry, focusing primarily on life insurance clients. Scott graduated magna cum laude from the University of Pennsylvania and holds bachelors degrees in both Business and Engineering.
Felipe D' Arco
Customer Success Manager, Gupy
  • Thursday, October 8, 2020

    9:40 am - 10:45 am: Concurrent Sessions

Felipe D' Arco

Customer Success Manager, Gupy

Executivo de Comunicação e Tecnologia, palestrante, Professor convidado do curso de pós Gradução da Escola de Comunicações e Artes da USP - Universidade de São Paulo. Atuou em grandes projetos de de transformação cultural e digital, através do Workplace from Facebook, em empresas na América Latina e Caribe. Atuou em um dos maiores projetos de implementação de  Modern Workplace na América Latina, na Petrobras, conectando mais de 73 mil colaboradores. Referência em adoção de novas tecnologias e tendências para ambientes de trabalho mais produtivos e humanizados.
Marcela Diaz Velez
IT Assurance Manager, Seguros Sura
  • Wednesday, October 7, 2020

    9:40 am - 10:45 am: Concurrent Sessions

Marcela Diaz Velez

IT Assurance Manager, Seguros Sura

A Production Engineer with a Master of Business Administration from EAFIT University, Marcela has been working for Sura Colombia for 18 years and has comprehensive experience in different areas of the Company: management of technology teams and leadership of strategic projects for business transformation, processes and technology; commercial management of large accounts generating negotiations and an important relationship with clients. She is also responsible for the design and development of products for partners.

Juan Pablo Estavillo
Insurance Agent, VIDA Seguros
  • Tuesday, October 6, 2020

    11:00 am - 12:00 pm: Concurrent Sessions

Juan Pablo Estavillo

Insurance Agent, VIDA Seguros

Academic achievements, certifications and awards include: APS Professional Insurance Advisor, APSS Senior Insurance Professional Advisor, CLI Certificate in Life Insurance, awarded by The American College, LUTCF Life Underwriter Training Council Fellow, awarded by The American College, MSP Master in Personal Insurance, MDRT Member of the Million Dollar Round Table, Marketing Lic, ITAM Personal Finance, and the IQA and IAP award from LIMRA.

Orlando Farías
Owner, Goldman Insurance Group
  • Tuesday, October 6, 2020

    11:00 am - 12:00 pm: Concurrent Sessions

Orlando Farías

Owner, Goldman Insurance Group

Orlando is a member of the MDRT (Million Dollar Round Table), an international association based in the USA, which brings together the most prominent producers of Life and Health insurance from around the world. He has won the Breaking Limits Campaign for 3 consecutive years, since its inception in 2016, a special recognition granted exclusively to GNP Directors for meeting exceptional sales goals and proving that limits do not exist. Preparation and professionalism are very important to Orlando, as proven by the many certifications he has obtained throughout his career, including: APS Professional Insurance Advisor; APSS Senior Professional Insurance Advisor; CLI Certificate in Life Insurance, awarded by The American College; LUTCF Life Underwriter Training Council Fellow, awarded by The American College; FSS Financial Services Specialist, awarded by The American College; MSP Master in Personal Insurance;  and a Member of the Million Dollar Round Table MDRT.

Victor Feldmann Gonzalez
Chief Distribution Officer, Seguros Monterrey New York Life S.A. de C.V.
  • Wednesday, October 7, 2020

    9:40 am - 10:45 am: Concurrent Sessions

Victor Feldmann Gonzalez

Chief Distribution Officer, Seguros Monterrey New York Life S.A. de C.V.

Victor Feldmann joined SMNYL in 2006 as Zone Director, and spent his first 3 years with the company increasing sales and developing a solid team both within the office as well as among the sales force. In 2008, Victor was promoted to Chief Agency Officer (Personal Lines), where he continued to increase sales and overall profitability. Under his direction, SMNYL has become the company with the highest number of MDRT members (Agents) for Mexico and Latin America and Aspro – Gama associates (Promotors) for Mexico. Before joining SMNYL, Victor worked in several Financial Companies such as ING, Finamex, Consultoría Internacional and Operadora de Bolsa, and in the Telecommunication sector as well, as Executive Director of Axtel. Victor holds a Master on Business Administration (MBA) from the IPADE Business School Mexico, and studied in a Business Management Program at UCLA in Berkeley as well as Finance and Marketing Programs in UIA.
Miguel Gómez Martínez
President, Fasecolda
  • Thursday, October 8, 2020

    9:40 am - 10:45 am: Concurrent Sessions

Miguel Gómez Martínez

President, Fasecolda

Miguel Gómez Martínez is an economist with a master's degree in International Economics and Political Science from the Institute of Political Studies in Paris as well as a doctoral candidate at the Center for Diplomatic and Strategic Studies in Paris. He has served as Manager and President of Asocolflores, Economic Advisor in the Ministry of Foreign Trade, President of Bancoldex, Dean of the Faculty of Economics of the Universidad del Rosario and professor of economics at Cesa. Additionally, he has been the ambassador of Colombia in France and representative to the Chamber of Commerce, among others.
Marcos Gunn
Senior Vice President, Chubb Group, Regional President, Latin America
  • Wednesday, October 7, 2020

    11:00 am - 12:00 pm: CEO Panel: The Regional Response to COVID-19

Marcos Gunn

Senior Vice President, Chubb Group, Regional President, Latin America

Marcos Gunn has more than 20 years of insurance industry experience and is currently responsible for the general management and business results for all general insurance operations in Argentina, Brazil, Chile, Colombia, Ecuador, Mexico, Panama, Peru, Puerto Rico, Central America and the Caribbean. Prior to his current role he served as Division President, Northern Latin America region, which includes Mexico, Central America and the Caribbean, following ACE’s acquisition of Chubb in 2016 until July 2019. Mr. Gunn also served as Chief Operating Officer for the company’s Latin America operations from 2009 to July 2019. He was appointed Senior Vice President, Chubb Group in August 2019.  Mr. Gunn joined ACE in 2000 as a property and casualty manager in Argentina, and has served in a variety of management roles of increasing responsibility, including Country President of Chile and Regional Vice President of Accident and Health in both Latin America and Asia Pacific.  Mr. Gunn holds a degree in Business Administration from the Catholic University of Buenos Aires. 

Pablo Haberer
Partner, Oliver Wyman
  • Tuesday, October 6, 2020

    11:00 am - 12:00 pm: Concurrent Sessions

Pablo Haberer

Partner, Oliver Wyman

Pablo is a Partner in the global Financial Service Practice at Oliver Wyman and leads our Practice in Latin America.  Before joining in Oliver Wyman in 2018, Pablo has spent 18 years with McKinsey & Co. where he led the Corporate Finance and Strategy Practice. Furthermore, in the last 4 years Pablo has led different advisory work with focus in Payments, Fintech, and Financial Services across different markets in Latin America.

Carlos Islas Murguía
Member Development Director, Mexico, LIMRA and LOMA

Carlos Islas Murguía

Member Development Director, Mexico, LIMRA and LOMA

Carlos Islas Murguía es Consultor y Master Trainer de LIMRA y LOMA, de nacionalidad mexicana y ha trabajado por más de 25 años en el sector asegurador en el de la banca, ocupando cargos ejecutivos.

Antes de vincularse a LIMRA y LOMA, fue Director de la Universidad Corporativa AXA en México. También ocupó el cargo de Director de Gestión de Riesgos en el Grupo Financiero Promex Finamex y fue Agente de Seguros en Grupo Nacional Provincial (GNP).

Ha sido Copresidente del Comité de Canales de Distribución de la Asociación Mexicana de Instituciones de Seguros (AMIS).

Carlos tiene dos profesiones; está titulado en Administración de Empresas de la Universidad La Salle y en Psicología de la Universidad del Valle de México, tiene una Maestría en Psicología Clínica y un Ph.D. en Neuropsicoanálisis de la Universidad Intercontinental. 

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 one of the world’s largest associations of life insurance and financial services companies, representing more than 1300 financial services companies across 64 countries. Most recently, Levenson was a principal at Edward Jones and served on its management committee from 2015-2018. He was responsible for all products distributed through its network of 17,000 advisors in the U.S. and Canada. Prior to 2012, Levenson 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. He also served as president and CEO of Hartford Life, KK in Tokyo, where he was responsible for leading the largest annuity provider in Japan.

Álvaro Marquez
Consultant and Trainer, LIMRA
  • Thursday, October 8, 2020

    9:40 am - 10:45 am: Concurrent Sessions

Álvaro Marquez

Consultant and Trainer, LIMRA

Álvaro Marquez has over 25 years of experience in Strategic Management, Leadership, and Corporate Governance, and has worked with multinationals from different sectors of the economy in Latin America, the United States, Asia, India, Europe and the Caribbean. His areas of experience include strategy, talent development, customer experience and interactions and risk management. Álvaro has worked in executive positions since 1999, leading processes of construction, socialization and execution of high business strategies, including agencies of individual life, and management of personal accidents, health and alternative distribution channels in Latin America.

Gaston Messineo
Insurance Leader, EY-Parthenon
  • Tuesday, October 6, 2020

    9:50 am - 10:45 am: What’s Next for Insurance? Insights On The Post-COVID-19 Consumer

Gaston Messineo

Insurance Leader, EY-Parthenon

Gaston is a leader in EY insurance practice with more than 18 years of advisory services and corporate leadership roles: including deep expertise in the insurance industry advising clients on organic and inorganic growth strategy, acquisition and divestiture opportunities, and operating model transformation. He works with insurance clients to navigate complexity by helping them to reimagine their eco-systems, reshape their portfolios and reinvent themselves for a better future. Prior to joining EY, Gaston was Head of Strategy and Execution for North America at one of the largest global insurance brokers, as well as a senior insurance practitioner with a global strategy consulting firm. Gaston received a MBA from The University of Chicago Booth School of Business and a B. Sc. in Accounting from Universidad Nacional del La Plata, Argentina.

Helder Molina
Chief Executive Officer, MAG Seguros
  • Wednesday, October 7, 2020

    11:00 am - 12:00 pm: CEO Panel: The Regional Response to COVID-19

Helder Molina

Chief Executive Officer, MAG Seguros

In 1978, Helder began his career as a managing partner at a digital scoreboard development company. In the following year, he diversified his area of activity when he joined the board of directors of Augustos Administração e Participações S / A, a company which he eventually because president of. In 1983 he assumed the position of equity director of Pessoal Cia de Seguros (the successor to Mombras). Since 1997, he has been president of Binswanger Brasil, a multinational real estate consultancy and from 2007 to 2011 he served as statutory director of the National Federation of Private Pension and Life (FenaPrevi). He is also a former board member for the Brazilian Association of Closed Private Pension Entities (Abraap) as well as LIMRA. Graduated in Electronic Engineering from Universidade Mackenzie São Paulo, with a postgraduate degree in Executive MBA from the University of São Paulo (USP) and designation LIMRA Leadership Institute Fellow (LLIF).
Eduardo Morón Pastor
President, Asociación Peruana de Empresas de Seguros (APESEG)
  • Thursday, October 8, 2020

    9:40 am - 10:45 am: Concurrent Sessions

Eduardo Morón Pastor

President, Asociación Peruana de Empresas de Seguros (APESEG)

Eduardo Morón is the President of the Peruvian Association of Insurance Companies (APESEG), and also a Senior Lecturer at the Universidad del Pacífico School of Economics. Previously, he was Director of Economic Studies of the Latin American Reserve Fund (FLAR) from 2012 to 2014. He has been Vice Minister of Economy, Director of the Research Center and Director of the Master in Economics at the Universidad del Pacifico. He has written books and research papers on pensions, fiscal, monetary and foreign exchange policy. He has a PhD in Economics from the University of California at Los Angeles (UCLA), a Master in Economics from the Universidad del CEMA in Argentina, and a Bachelor of Economics from the Universidad del Pacifico del Peru. 

Mauricio Monroy
Vice President, LATAM, Equisoft
  • Wednesday, October 7, 2020

    9:40 am - 10:45 am: Concurrent Sessions

Mauricio Monroy

Vice President, LATAM, Equisoft

Mauricio has over 18 years experience working in IT in multiple industries, including, but not limited to; oil and gas, energy, aerospace, software, financial services and insurance. He developed his professional career in the Latin and North American regions. Mauricio has a solid background in software development, IT solution integration, business process improvement, project management and client relationships. He joined Equisoft in 2014 and is currently responsible for establishing new business opportunities in the Latin American market. Mauricio is a software engineer graduate from La Universidad de los Andes in Bogotá, Colombia. He also holds an master’s degree in business administration from HEC Montréal and the Project Management Professional (PMP) certification.
Juan Sebastián Herrera Velásquez
Core Life Project Manager, Seguros Sura

Juan Sebastián Herrera Velásquez

Core Life Project Manager, Seguros Sura

A computer engineer from the Universidad Pontificia Bolivariana, with a specialist in business management from the National University and a master's degree in commercial and market management from ISEAD (Spain), Juan Sebastián has been working at Seguros Sura Colombia for 14 years, being part of the risk and development teams. products of people, in fronts of pricing, reinsurance and act and today as part of the project of transformation of processes in solutions of people through technological platforms.

Jimmy Peña Urbano
Innovation Planner, MullenLowe Group
  • Tuesday, October 6, 2020

    11:00 am - 12:00 pm: Concurrent Sessions

Jimmy Peña Urbano

Innovation Planner, MullenLowe Group

Jimmy is a strategist who seeks to create technological environments that make brands a success story based on experimentation, observation, research and data. He has extensive experience in connecting people, creating strategies, performing data analysis and implementing business development ideas using digital tools.
Leonardo Pereira de Freitas
Chief Commerical Officer, Bradesco Seguros S.A.
  • Wednesday, October 7, 2020

    9:40 am - 10:45 am: Concurrent Sessions

Leonardo Pereira de Freitas

Chief Commerical Officer, Bradesco Seguros S.A.

Leonardo Pereira de Freitas joined the Insurance Market at Bradesco Seguros in 1994, working as office assistant. After 26 years of hard-work, going through all the positions in the hierarchy of Sales, currently holds the position of Statutory Director of Bradesco Seguros Group. He has a passion for his position and is grateful for the many learning, professional growth and networking opportunities the insurance industry has afforded him. Leonardo has a degree in Business Administration from Unileste, a postgraduate in Business Management from UNA, an MBA in Insurance Management from Ibemec Rio, and an MBA from IESE and the University of Navarra and Innovative Leadership at Harvard University.

Mario Potestá Martínez
Executive Vice President of Insurance Business, Rimac Seguros
  • Wednesday, October 7, 2020

    9:40 am - 10:45 am: Concurrent Sessions

Mario Potestá Martínez

Executive Vice President of Insurance Business, Rimac Seguros

Mario Potesta Martinez, Administrador de Empresas de la Universidad de Piura – Lima - Perú, con estudios de post grado en Negocios Internacionales, Gestión de Servicios y Gestión de Proyectos en la Universidad de Ciencias Aplicadas -UPC como en el Instituto Tecnológico de Monterrey, cuenta con diversas especializaciones en Gestión de Riesgos y Seguros realizadas en Perú, Alemania, Estados Unidos de Norte America Mexico, Colombia y Suiza.  Experiencia de 35 años en el sector de seguros peruano donde ha desempeñado diversas posiciones en Compañías de Seguros, se incorporó a Rimac Seguros en el año 2003 ocupando posiciones gerenciales y de dirección en las áreas de Suscripción, Canales de Distribución, Operaciones, Siniestros y hoy ocupa el cargo de Vicepresidente Ejecutivo de Seguros Empresariales y miembro del Directorio de Rimac Entidad Prestado de Salud desde el año 2015.

Miguel Taveras, CLF, LLIF
Chief Sales Officer, Hoopis Performance Network
  • Tuesday, October 6, 2020

    12:15 pm - 1:15 pm: Viva la Experiencia “Trustworthy Selling” (Digno de Confianza) de Hoopis y LIMRA

Miguel Taveras, CLF, LLIF

Chief Sales Officer, Hoopis Performance Network

Miguel Taveras tiene más de dos décadas de experiencia en el área comercial y alta gerencia en el área de servicios financieros y seguros de vida, salud e invalidez. Miguel tiene las licencias de FINRA series 6,63 y 26 en el área de retiro e inversiones, así como también licencia de seguros en 50 estados de la unión americana. Ha desarrollado cientos de asesores a nivel multinacional y su trayectoria incluye trabajo en más de 300 ciudades, 40 estados de los Estados Unidos, así como varios países de Latinoamérica tales como México, Chile y la isla de Puerto Rico. A Miguel le apasiona el educar; es miembro de GAMA, LIMRA y NAIFA y ha sido el director del comité sobre la Diversidad en LIMRA, grupo de altos ejecutivos quienes discuten y ayudan a dar forma a cómo penetrar diversos mercados en EEUU. Miguel tiene un título en gerencia y la designación Chattered Leadership Fellow designation (CLF®) del Colegio Americano de Servicios Financieros en Philadelphia. Además, Miguel también tiene la designación de LIMRA Leadership Institute Fellow (LLIF).
Kah Lok (Jiale) TAY
Executive Financial Consultant, finexis advisory Pte Ltd
  • Wednesday, October 7, 2020

    9:40 am - 10:45 am: Concurrent Sessions

Kah Lok (Jiale) TAY

Executive Financial Consultant, finexis advisory Pte Ltd

Throughout his eight-year career as an adviser, Jiale found that the people he met asked him similar questions. He realized the best way to help his community was to film the answers in a series of videos so everyone could access the knowledge and information they were requesting 24/7. Utilizing the power of social media platforms such as Facebook, YouTube, Instagram, LinkedIn, and TikTok he has gained thousands of followers and built a dedicated clientele.  For his relentless efforts in using digital initiatives to enhance financial literacy he successfully built a “pull model” business, which is now 100% powered by passive referrals and existing clients. He continues to give back to the industry with regular new video content and webinars to teach fellow advisers how to create the same attraction model.  In 2018 Jiale was awarded the 2018 Digital Agent/Agency Leader of the Year, Asia and named a finalist in the same category in 2020.

Rene Vazquez
Executive Director of Distribution, Prudential Seguros México, S.A. de C.V.
  • Thursday, October 8, 2020

    9:40 am - 10:45 am: Concurrent Sessions

Rene Vazquez

Executive Director of Distribution, Prudential Seguros México, S.A. de C.V.

Egresado del ITAM con una especialización en operaciones y sistemas de información. Ejecutivo con casi 20 años de experiencia en el sector; ha tenido la oportunidad de trabajar para grandes empresas en el sector asegurador como Seguros Monterrey New York Life, MetLife y ahora Prudential.

La mayor parte de su experiencia se ha dado en la implementación de sistemas de recluta, desarrollo, gestión y supervisión de fuerza de ventas.

María de los Angeles Yáñez
Executive Director of Business Lines, Risks and Sector Development, Asociación Mexicana de Instituciones de Seguros (AMIS)
  • Thursday, October 8, 2020

    9:40 am - 10:45 am: Concurrent Sessions

María de los Angeles Yáñez

Executive Director of Business Lines, Risks and Sector Development, Asociación Mexicana de Instituciones de Seguros (AMIS)

Angeles es Actuaria, Maestra en Ciencias y Doctora en Estudios de Población, cuenta con más de 25 años de experiencia en seguros, reaseguro y banca.

Comenzó a trabajar en la Asociación Mexicana de Instituciones de Seguros (AMIS) hace 11 años como responsable de la negociación e instrumentación del proyecto de Solvencia II, posteriormente sus responsabilidades abarcaron la agenda de canales de distribución y de desarrollo del seguro. Fue miembro del cuarto de inteligencia durante las recientes negociaciones del TEMEC. Actualmente es Directora Ejecutiva en AMIS, teniendo a su cargo las líneas de negocio y de administración de riesgos, además de la responsabilidad de planeación estratégica y seguimiento y continuidad del Plan de Expansión del Mercado Asegurador.  Angeles fue la primera mujer presidente del Consejo Directivo del Colegio Nacional de Actuarios (2009-2011), órgano cúpula de la profesión actuarial en México. Es miembro académico del ITAM desde 1998, ha sido ponente en múltiples foros nacionales e internacionales y dirigido más de 50 tesis y tesinas. En 2012 fue designada profesionista distinguida por la Comisión Técnica Consultiva de Actuaría de la Dirección General de Profesiones de la Secretaría de Educación Pública.

Meghan Wilke
Director, Advisor Development, Mutual of Omaha Advisors
  • Tuesday, October 6, 2020

    12:15 pm - 1:15 pm: Viva la Experiencia “Trustworthy Selling” (Digno de Confianza) de Hoopis y LIMRA

Meghan Wilke

Director, Advisor Development, Mutual of Omaha Advisors

Meghan Wilke is the Director of Advisor Development for Mutual of Omaha Advisors. With the support of her teams, she focuses on attracting talent at the leadership and advisor level, generating new org productivity, and helping new advisors understand how to build a practice from scratch. She has a passion for mentorship in and outside of the workplace, holding many different volunteer roles mentoring professionals and teens in her community. She has spent time as an advisor, recruiter & field leader, and most recently in the home office. 

Catalina Yannini Flores
Founding Partner, Viya Asesores, S. C.
  • Tuesday, October 6, 2020

    11:00 am - 12:00 pm: Concurrent Sessions

Catalina Yannini Flores

Founding Partner, Viya Asesores, S. C.

Catalina joined Grupo Nacional Provincial as an insurance agent in September 1987. From 1988 to date, she has won different national and international conferences during her 33 years of insurance activity. Catalina has obtained advice 3 times and in 2019, she obtained the 12th place in individual life and the 14th place in major medical expenses in the National Provincial Group out of 10,000 agents. She has won twice the campaign Breaking the limits. A few of Catalina's accomplishments include GNP's productivity committee; GNP Producers Council; Amasfac excellence committee obtaining the #7 place in individual life nationally in the insurance sector; member of the Million Dollar Round Table for several years; IQA winner for several years; and LUTC FELLOW 4th generation.

Mauricio Zanatta
President, AVIRA (Argentinean Life Insurance and Annuities Association)
  • Thursday, October 8, 2020

    9:40 am - 10:45 am: Concurrent Sessions

Mauricio Zanatta

President, AVIRA (Argentinean Life Insurance and Annuities Association)

Mauricio Zanatta has been Chairman and CEO of Prudential Seguros SA since November 2010.  He joined Prudential in November 2001 as a Financial Manager and was promoted to Chief Financial Officer in April 2005, where he was responsible for the Accounting, Reporting, Tax, Investment, Treasury, Planning, Management Information System and Actuarial functions.  Before joining Prudential, Mr. Zanatta held roles at Roland Berger Strategy Consultants, and was the Chief Financial Officer for Allianz Group in Argentina.  He was President of the Insurance Committee in AmCham (Chamber of Commerce of the United States in Argentina) from 2008 to 2010; and has been a member of the Board since 2010. Mr. Zanatta is a Public Accountant with a degree in Business Administration, from Universidad de Belgrano (UB), and also holds a postgraduate degree in Capital Markets (UCEMA).

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Contact us to learn more:

Ms. Trish Sasso, BS, MLS

International Conference Coordinator

LIMRA and LOMA

psasso@limra.com