アジアディストリビューション会議

• 2016年11月17日

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

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, LUTCF, CLTC

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.

• 2016年11月18日

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

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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.

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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.

• 2016年11月17日

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

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

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.

• 2016年11月17日

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

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, MBA, MSc

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.

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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.

• 2016年11月17日

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

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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.

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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.

• 2016年11月18日

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

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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.

• 2016年11月18日

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

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Hugh Terry

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.

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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.

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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.

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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.

• 2016年11月17日

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

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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.