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アジアディストリビューション会議

営業職員チャネルの将来像

2016年11月17日 - 2016年11月18日
バンコク, タイ

概要

参加者

アジア太平洋地域における保険販売チャネルマネージメント担当役員および専門家、その他、代理店チャネルを含むチャネルの総括責任者、代理店の採用・育成責任者等。

Closing Keynote Speaker

Eric TianEric Tian, Director of Marketing, Nice (the “Instagram of China”)
Former Director of Marketing & Partnerships WeChat

Respected marketing executive Eric Tian recently joined Nice, where he leads marketing, public relations, sales, and trade for Nice, the most popular photo social app in China. Eric joined Nice from WeChat, where he led highly-visible marketing efforts and partnerships, including the NBA, LinkedIn, Coca-Cola, eBay, Chanel, Cisco, and the CCTV Lunar New Year’s Gala. Eric previously worked at Nike, where he led brand marketing for their basketball, Jordan, and training lines. He began his career with Li-Ning Sports Goods in Beijing before becoming a senior product manager at their office in Portland, USA.

ハイライト

この2日間のカンファレンスでは、経営戦略や販売、チャネル管理、営業職員育成等さまざまな分野の業界リーダーやエキスパートがその専門知識をプレゼンテーションする予定です。

分科会形式のセッションでは、貴社特有の課題解決にフォーカスすることができます。また、ネットワーキングタイムでは、この地域における業界関係者と人脈を構築することが可能です。

スピーカーやプログラム(議題)等、詳細は順次決定していきますので、今後も情報を適宜チェックいただきますようお願いします。

昨年のアジアディストリビューション会議のプログラムについてはこちらをクリックしてください

登録

Thank you for your interest in the LIMRA and LOMA Asia Distribution Conference. Due to high demand, we have run out of seats for the conference. Registration is now closed.

We look forward to seeing you at future conferences. Please contact Ms. Megan Schwartz if you have any questions at mschwartz@limra.com

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.

ホテル/会場

Royal Orchid Sheraton Hotel & Towers
2 Charoen Krung Road
Soi 30 Captain Bush Lane, Siphaya, Bangkok
Bangkok 10500 Thailand
電話:+66 (2) 266 0123

2016 LIMRA-LOMAアジアディストリビューション会議にグループで参加される方は、以下の特別料金でホテルをご予約いただけます。

•  デラックス・リバービュー・ルーム - 5,200(シングル)、5,800(ダブル)

•  クラブ・エグゼクティブ・ルーム - 7,700(シングル)、8,700(ダブル)

上記料金には10%のサービス料と宿泊税が含まれています。

グループ特別料金は会議開催日の前後3日間の宿泊に適用され、以下が含まれています。

•   毎日のビュッフェ式朝食

•   リバービューの客室

•    客室内での高速インターネット接続

•   チェックイン時のウェルカムドリンク

•   ウェルカムフルーツと無料の飲料水

•   室内のコーヒー、紅茶

•    サウナとジムの無料利用権

•    午後3時からのチェックイン、正午までのチェックアウト

1014日以降は空室状況によってご予約をお受けできない場合がございますので、必ずそれまでにご予約ください。

ホテルのご予約:
http://www.royalorchidsheraton.com/jp

 査証の要件:

タイ入国の際にビザが必要な方は旅行の手配をする前に居住国所在のタイ国大使館あるいは領事館に最新の情報をお問合せください。
査証招聘状は、支払済みの会議参加登録者にのみ発行されます。招聘状発行のご依頼は、LIMRAのMegan Schwartz女史 mschwartz@limra.com にご連絡ください。

議題

講演者

Chief Executive Officer 

Chief Executive Officer 

Scott is a passionate banking innovator with a love of helping people gain better access to their money and the tools to manage it. Along with Movenbank founder Brett King, Scott is challenging the entrenched paradigms of banking with disruptive new mobile services aimed at consumers and emerging markets. He ties the modern trends of social media and mobile services with the age-old business of banking with ease. Scott is a charismatic and knowledgeable speaker, unafraid to challenge the existing financial services industry and banking start-ups alike, and holds the rare gift of possessing technological insight and an understanding of the consumer mindset. He has presented keynote addresses throughout the world and was listed in the OboPay Influencers Report as the number one influencer on Twitter for Mobile Commerce, Mobile Banking, Mobile Payments & Mobile Money.
Associate Partner (APAC)
  • 2016年11月17日

    3:45 pm - 5:00 pm: Executive Panel: Elevating Advisor Quality and Productivity

Associate Partner (APAC)

Marc is Associate Partner (APAC) for leadership advisory and executive search firm Marlin Hawk. He focuses on the Financial Services and Insurance sectors across Asia. He is also responsible for joining up the firm’s global accounts and delivering the same high quality customer experience across all territories.  A German national, Marc’s intercontinental executive search experience covers Germany, Central & Eastern Europe and Asia. He has been based in Tokyo, Singapore and Hong Kong and has placed senior executives throughout the APAC region, including high growth economies such as Vietnam, Indonesia and Malaysia. He has a track record in discovering C-suite talent across multiple functions and has a particular interest in the impact of digital transformation on future business leadership.
Chief Executive Officer, Group Agency Distribution
  • 2016年11月17日

    3:45 pm - 5:00 pm: Executive Panel: Elevating Advisor Quality and Productivity

Chief Executive Officer, Group Agency Distribution

Joe Cheng leads AIA Group’s agency distribution system. He formulates the overall strategy that delivers on short- and long-term business objectives. During his 28 years with AIA, Joe has held a number of important roles including General Manager for Macau, General Manager for Shenzhen, and Chief Agency Officer for AIA Hong Kong. Over the past five years, Joe has very successfully led the Premier Agency transformation for AIA Hong Kong and Macau with the launch of AIA Premier Academy, Gen Y Club, and the Revitalisation Programme. These programs have elevated recruitment quality, sales activity, and productivity — and significantly increased the number of MDRT qualifiers. Joe holds a B.A. in Industrial Relations and Economics from The University of Kent at Canterbury, UK. His commitment to others’ success includes acting as a business volunteer in Junior Achievement Hong Kong.
, FSA
Head of AIA Vitality
  • 2016年11月18日

    9:00 am - 9:45 am: Wellness Trends, Customer Engagement, and Shared Value

, FSA

Head of AIA Vitality

Terry Cummings has over 20 years of international life insurance experience covering Asia, the Middle East, Europe, and North America. He has held senior management positions including Chief Operations Officer, Chief Marketing Officer, and Chief Actuary with major multinational life insurers and consulting firms. Terry’s areas of practice include product development, distribution, marketing, operational efficiency, financial reporting, mergers, acquisitions, and distribution agreements.
, LUTCF, CLTC

 Regional Director, Agency & Broker Distribution, Asia 

  • 2016年11月17日

    10:30 am - 11:15 am: Building an Agency from the Ground Up

, LUTCF, CLTC

 Regional Director, Agency & Broker Distribution, Asia 

James DeLong has a broad range of leadership experiences in all aspects of insurance distribution, marketing, product development, and financial P&L management. This includes direct experience restructuring agency distribution and other channels, corporate business consulting, and training and development. He has held a variety of senior positions in life, retirement, and general insurance operating companies within Asia and the U.S., including Chief Commercial Officer for AIG New Zealand; Regional Director of Group & Employee Benefits, Individual Medical & Credit Life, for AIG; and Vice President, Financial Securities & Insurance Distribution, for Allstate Insurance Company. Based in Asia since 2002, James has led and developed distribution channels in numerous countries throughout the region.
Partner
  • 2016年11月18日

    9:45 am - 10:30 am: Managing the Future: Insurance Regulation

Partner

Jonathan Goacher leads the corporate insurance practice in Asia for DWF LLP, an award-wining legal business with 27 offices across four continents and 2,800+ staff. He has over fifteen years of experience at leading international law firms, advising life and non-life insurers & reinsurers, insurance brokerages & agents, loss adjusters and other insurance organizations on how to start and conduct business in Asia. His practice deals with matters such as business establishment, joint ventures, public and private mergers & acquisitions, complex corporate reorganizations, capital and solvency requirements, portfolio transfers, reinsurance, currency controls, sanctions and regulation of cross-border insurance business. Jonathan began his legal career in the United Kingdom and he is also a licensed attorney in New York.
Head of Delivery & Services

Head of Delivery & Services

John Huynh heads the Delivery and Services team for EAB Systems, a leading enterprise software company in the Asia Pacific. He and his team help companies accelerate product introductions to markets, enhance distribution capabilities, and automate administration processes. For the past decade, John has focused on business process improvements and system solution implementations for the life insurance industry. He leads business analyses and feasibility studies for large enterprise resource planning (ERP) projects that integrate applications, improve business management, and automate back office functions. He has held senior business analyst, project management, and consulting roles for CLDS, Ageas, AXA, IBM, PwC, Zurich Financial, and Suncorp.
, CFP, FLMI, AIAA, ACS, MBA, LLIF
Managing Director, LIMRA Talent Solutions International
  • 2016年11月17日

    3:45 pm - 5:00 pm: Executive Panel: Elevating Advisor Quality and Productivity

, CFP, FLMI, AIAA, ACS, MBA, LLIF

Managing Director, LIMRA Talent Solutions International

Andy Khoo is an international life insurance professional with extensive experience leading corporate growth strategies, improving agency productivity, and growing company profitability. At LIMRA, he leads one of the world’s largest training and development resources for life insurance and financial services companies. Andy helps members assess their situation, develop a strategic response, and execute at all levels of their organization and across national boundaries. He is also the driving force behind LIMRA’s new Gen Y Seminar Series, which helps managers attract, engage, and retain a new generation of producers. Previously, Andy was Vice President of Field Management Development at AIG’s worldwide life agency head office in New York. He led initiatives that improved agent and agency manager performance in more than 50 countries. Andy’s career with AIG and its AIA subsidiaries in Asia and U.S. included living and working in four different countries, and developing and leading multicultural teams.
, MBA, MSc
Regional Director, Digital Strategy and Solutions, Asia
  • 2016年11月17日

    1:30 pm - 2:15 pm: A Successful Omnichannel Sales Approach

, MBA, MSc

Regional Director, Digital Strategy and Solutions, Asia

Valer Merenyi is a seasoned digital business builder and financial services executive with 20 years of experience in strategic projects and programs in retail banking, corporate banking, and insurance. He has held a number of senior positions in financial services and consulting companies across Asia and Europe, often with a significant responsibility for IT and/or change initiatives. Over the past few years Valer has led the front office transformation program of a UK bank's international wealth business, built a robo-adviser proposition for a German direct bank, and initiated and ran the Intelligent Assistant program of a Dutch retail bank. Back in Asia since May 2016, Valer is leading Ageas' digital efforts across various channels and 7 countries.
Executive Director, Regional Bancassurance

Executive Director, Regional Bancassurance

Fabian Ng recently joined DBS Group to lead all General Insurance distribution channels for Singapore, Hong Kong, Indonesia, China, India, and Taiwan. He is focused on bringing in new technologies and lead allocation models to improve productivity. Fabian’s long career in insurance and financial services began with AIA Singapore and has included senior leadership roles with AIG, its subsidiaries AIA and ALICO, Ernst & Young, Great Eastern Life, ReMark Asia Pacific, and UOB Bank. At these companies, he has led successful distribution channel startups and greatly expanded sales through existing channels, including agency, bancassurance, direct, and worksite.
CEO, RGA Korea and CMO, Asia
  • 2016年11月17日

    3:45 pm - 5:00 pm: Executive Panel: Elevating Advisor Quality and Productivity

CEO, RGA Korea and CMO, Asia

Michael Shin is Chief Executive Officer of RGA Reinsurance Company Korea Branch (RGA Korea), with executive oversight of all business activities in Korea. He also serves as Chief Marketing Officer, Asia, with responsibility for RGA’s Asia Pacific region. His insurance industry experience spans nearly three decades. Prior to joining RGA, he served as Executive Vice President and Chief Marketing and Distribution Officer of New York Life Korea (now ACE Life), where his responsibilities included agency distribution, marketing, product design, and oversight of Corporate Communications. He was also with Samsung Life Insurance South Korea, where he was Corporate Vice President, Channel Strategy and Planning, and Senior Vice President and Chief of Advisors and the Financial Planning Center. Earlier, Michael spent more than 15 years with Prudential Financial Insurance, where he was Managing Director for the Asian market in the United States.
FinTech Thought Leader
Spokesperson, IBM Risk and Investment Analytics

FinTech Thought Leader
Spokesperson, IBM Risk and Investment Analytics

Paolo Sironi is a recognized author of portfolio management and financial innovation. In his current role he links strategic innovation in Finance and Technology, demonstrating international expertise in Wealth and Asset Management, Risk Management, Trading and Technology. A pioneer in understanding the practical implications of AI and FinTech digitalization to manage institutional risks and personal wealth, he founded a FinTech joint-venture (2008) to integrate investment management and Goal Based Investing principles. The company became a part of IBM (2012) following the acquisition of funding partner Algorithmics, a world leader of risk management architectures. Paolo has a decade-long quantitative expertise; he was previously head of market and counterparty risk modeling at Banca Intesa Sanpaolo. Author of “FinTech Innovation: from Robo-Advisors to Goal Based Investing and Gamification”, “Modern Portfolio Management: From Markowitz to Probabilistic Scenario Optimisation”, and co-author of “The FinTech Book”. Paolo’s posts can be read on LinkedIn, Twitter @thepsironi or his personal website thepsironi.com.
Managing Director, APAC
  • 2016年11月18日

    11:00 am - 12:30 pm: Panel: The Digital Advisor Journey

Managing Director, APAC

Jason is responsible for Hearsay Social’s business across Asia-Pacific where he serves the fast-growing and diverse needs of customers in the region. Jason was an early member of Hearsay Social’s Customer Success team, where he led the growth and scaling of the team globally. He also drove some of Hearsay Social’s largest deployments in partnership with its clients. Prior to joining Hearsay Social, Jason spent four years in Salesforce.com’s Customer Success organization working with clients spanning the mid-market to the Fortune 500. His background includes financial services at Royal Bank of Canada and entrepreneurial work as the co-founder of a successful online media startup in 2006. Jason is an Honours Bachelor of Commerce graduate from Queen’s University in Kingston, Ontario.
Hugh Terry
Founder and Editor, The Digital Insurer
  • 2016年11月18日

    11:00 am - 12:30 pm: Panel: The Digital Advisor Journey

Hugh Terry

Founder and Editor, The Digital Insurer

Hugh is an experienced insurance professional with more than 20 years’ experience in the Asia Pacific region covering insurance companies and providing business consulting. Hugh is an actuary by profession. The Digital Insurer, www.the-digital-insurer.com, is an online forum for professionals interested in the application and impact of technology on insurance business models. The forum contains strategic articles and case studies to help people in the insurance industry plan how to use digital technology and digital thinking in their own businesses. Hugh’s personal business objective is to help insurance companies create and execute innovative business development strategies. Central to this is anticipating and leveraging digital technologies that will have a profound impact on existing business models and open up new opportunities.
Director of Marketing, Nice (the “Instagram of China”) and Former Director of Marketing & Partnerships WeChat

Director of Marketing, Nice (the “Instagram of China”) and Former Director of Marketing & Partnerships WeChat

Respected marketing executive Eric Tian recently joined Nice, where he leads marketing, public relations, sales, and trade for Nice, the most popular photo social app in China. Eric joined Nice from WeChat, where he led highly-visible marketing efforts and partnerships, including the NBA, LinkedIn, Coca-Cola, eBay, Chanel, Cisco, and the CCTV Lunar New Year’s Gala. Eric previously worked at Nike, where he led brand marketing for their basketball, Jordan, and training lines. He began his career with Li-Ning Sports Goods in Beijing before becoming a senior product manager at their office in Portland, USA.
Co-Founder and Executive Director

Co-Founder and Executive Director

Over 2+ decades of experience in Insurance domain across Asia, his expertise lies in successfully engaging with Insurers for their distribution transformation programs and digital initiatives. In recent years, he has championed various initiatives with the leading global insurers in Asia for Digital Distribution and Core Operational Process Transformations.
He has an engineering degree and is a post-graduate in management (Marketing).
As one of the Co-founder & Executive Directors of C2L BIZ, he is responsible for Sales & Marketing, Business Growth and Managing Customer Relationships. He is a speaker and thought leader in various industry fora and summits.

Senior Vice President and Managing Director, International Operations

Senior Vice President and Managing Director, International Operations

Ian Watts leads the LIMRA and LOMA operations that help member companies in Asia, Latin America, Africa, and the Middle East achieve their business objectives. Prior to joining LIMRA and LOMA in 2013, he was Global COO at ACE Life International, where he was responsible for their day-to-day operations and new business development. He has held CEO positions in India and China for AIG and AIA, and has extensive global experience in the UK, EMEA and Latin America.
Senior District Director
  • 2016年11月17日

    11:15 am - 12:00 pm: Developing Top Agency Managers

Senior District Director

Marcus Wong has been a financial planner for AIA since 1997. He has won numerous management awards from GAMA including their prestigious Frontline Leader Award, International Management Award, Best Growth Award, and Master Agency Award. He is a life member of MDRT and a founder and Team Builder of a “Round Table Family”, with 4 districts, 300 agents, and an average of 30 Million US Dollars FYP per year.

スポンサー/出展者

Thank you to our 2016 Sponsors

Media Partners

詳細についてはLIMRAにお問合せください。:

Ms. Trish Sasso, BS, MLS

International Conference Coordinator

LIMRA and LOMA

psasso@limra.com