Skip to content

중국 생명보험 심포지움

혁신을통한수익성

2015년 9월 23일 수요일 - 2015년 9월 24일 목요일
메리어트 샹하이 홍지아오, 샹하이, 중국

개요

참석자

중국에서 생명보험과 금융기관에서 일하고 있거나  중국지역에 대하여 또는 중국에 영향을 미치는 글로벌 이슈에 관심이 있으신 임원과 전문가.

발표되는 내용은 최고 임원진, 부서장, 영업채널 책임자 ( 본사나 지역단 ), 또는 영업전략 기획, 증원, 영업교육, 판매채널 관리자에게 적합한 내용 입니다.

강조

이번 심포지움은 특별히 LIMRA 회원사의 요청에 따른 주제를 반영했습니다.  발표는 중국 생보업계의 영업전략, 영업, 판매채널 관리,영업교육에서 뛰어난 전문가들이 하게 될 것입니다.

포럼중 휴식시간에는 여러분의 알고자 하는 부분에 대하여, 발표자 및 참석자와의 인맥 형성과 의견 나누는 좋은 기회가  될 것입니다.

프로그램 안건과 발표자들이 확정되는 대로 지속적으로 상세한 정보를 보게 될 것입니다.

통역 서비스

이 회의는 중국 만다린과 영어로 발표될 예정입니다. 또한 2015년 8월 21일 까지 16명 이상 등록하는국가는 그 국가의 언어 통역서비스가 부여될 것입니다.

비자 요건

일부 참가자는중국 입국 시 비자가 필요할 수 있습니다. 여행을 준비하기 전에 현지중국 대사관 또는 영사관에 문의하여 최신 정보를 확인하시기 바랍니다. 비자 발급용 초청장은 참가비를 납부한 등록자에게만 제공됩니다. 초청장을 요청하려면 LIMRA의 Megan Schwartz에게 이메일(mschwartz@limra.com)로 문의하십시오.

등록

참가비:

2015년도 8월 21일까지 등록하셔서 비용을 절약하세요!

2015년 8월 21일 이전 등록 시:
LIMRA/LOMA 회원: 995.00달러
비회원: 1,490.00달러

2015년 8월 21일 이후 등록 시:
LIMRA/LOMA 회원: 1,095.00달러
비회원: 1,590.00달러

배우자 / 특별초청인사 : 149 달러

메일이나 팩스로 등록 시, 여기 정보를 참고하세요.

다수의 참가 등록 할인 : Ms. Megan Schwartz 에게 이메일을 보내서 신청하세요 ( mschwartz@limra.com )

호텔/장소

메리엇 샹하이 홍지아오 
2270 Hongqiao Rd.
Changning District
Shanghai 200336, China
전화:  +86 21 6010 6000

체크인은 14:00 부터이며, 체크 아웃은 12:00 까지 입니다.

온라인 :  http://www.marriott.com/hotels/travel/shaqi-shanghai-marriott-hotel-hongqiao/

전화:  +86 21 6010 6000

의제

연설자

Andrew Dart
Insurance Industry Strategist, CSC
  • 2015년 9월 24일 목요일

    1:30 pm - 2:30 pm: It's All in the Wrist: Wearables for Life Insurance

Andrew Dart

Insurance Industry Strategist, CSC

Andrew is one of a handful of global insurance industry strategists for CSC. He is an active member of their insurance strategy formulation team and is recognized as one of CSC's “Ingenious Minds.” Andrew actively shares his thoughts online and in print on a wide range of business and technical subjects, including usage-based insurance, telematics, life insurance wearables, microinsurance, extreme weather analytics, and customer digital engagement. You can follow him on Twitter (@ITInsuranceGuy), and he regularly contributes to www.InsuranceThoughtLeadership.com. Andrew is a sought after speaker for industry events and corporate innovation days, delivering insights on the latest technical developments and their impact on the insurance industry. As a 30-year industry veteran in the Asia-Pacific region, he is passionate about the transformative role financial services and technology can play in helping communities all over the world achieve a better life. He is currently based in Singapore.
Partner, Management Consulting, Shanghai
  • 2015년 9월 23일 수요일

    2:30 pm - 3:30 pm:

Partner, Management Consulting, Shanghai

Matthew has over 23 years of consulting experience in large-scale program management and solution delivery. Since joining KPMG’s Shanghai Advisory Services in 2009, numerous multi-channel insurance companies in China have leveraged his technical expertise in data & analytics and digital marketing to better understand and connect with today’s hyper-connected consumers. Matthew also has strong experience in the banking industry.
, Ph.D
Partner, Advisory, PwC China / Hong Kong
  • 2015년 9월 23일 수요일

    9:00 am - 10:00 am: Transformational Choices of Traditional Chinese Life Insurers in the age of internet

, Ph.D

Partner, Advisory, PwC China / Hong Kong

Xiaorong is a partner at PwC China / Hong Kong, where he leads the Technology Consulting competency. With over 25 years of IT experience — mostly in Greater China, Asia, and Canada — Xiaorong has led a wide range of mission-critical projects for banks and insurance companies in the areas of IT strategy planning (ITSP), enterprise architecture (EA), and system architecture, implementation, and integration. Prior to joining PwC China, Xiaorong was an Associate Partner with IBM China, and served in a variety of leadership roles such as practice leader, solution leader, engagement partner, and lead architect with IBM China and IBM Canada. 
Chief Investment Officer
  • 2015년 9월 24일 목요일

    10:00 am - 11:00 am: The Relationship Between Risk Control and the Use of Insurance Funds

Chief Investment Officer

Mr. Jing has earned double degrees in finance and accounting, and now has over 19 years of experience working in various financial roles. Prior to accepting his current role at Harvest Fund Management Limited in 2013, he spent most of his career working for American International Group (AIG) International Investment Company in New York and then AIA (China) in Shanghai. With AIG he worked overseas bond investments, analyzing investment-grade bond units and taxable fixed incomes valued at about US$8 billion. After transferring to AIA (China) in 2008, Mr. Jing focused on leading a team of 30 professionals responsible for the investments and management of the company’s fixed-income assets and equity assets, including strategic and tactical asset allocation, strategy development, asset liability management, investment decision approval, risk management, performance measurement and capital operations. 
Enda Kavanagh
Regional Sales Manager, XMPie Ltd.

Enda Kavanagh

Regional Sales Manager, XMPie Ltd.

Few people know the current realities and roles of the print industry like Enda. Since joining Fuji Xerox Australia in 1993, Enda has helped many customers grow and rebrand their businesses through the use of marketing portals and the development of multi-channel marketing strategies. When engaging with a new client, the first thing he normally asks is “In the current climate of doubt and uncertainty, what are you doing to future-proof your business?” He has an extensive background working with commercial printers over the various stages of technology change. With over 20 years’ experience at Fuji Xerox, Enda’s skills as a network analyst through to his variety of production and sales roles have now seen him take on the role as Sales Manager for Asia Pacific for XMPie. There has been a significant change in the talk track for commercial printers across the region that make XMPie a must have for your business.
, Ph.D.
Senior Vice President

, Ph.D.

Senior Vice President

Dr. Neil Katkov, Ph.D., is the Senior Vice President of Celent's Global Asian Financial Services Group and is based in the firm's Tokyo office. His areas of expertise include Asia’s financial services industry, financial services distribution channels, and compliance issues including anti-money laundering and business continuity planning. Dr. Katkob regularly advises leading financial institutions and technology vendors on their business, technology, and compliance strategies. He also produces Celent's popular reports on IT spending trends in Asia’s banking, securities, and insurance industries. Dr. Katkov is widely quoted in the press, has appeared on CNBC, CNN, and TV Tokyo, and is a popular speaker at conferences around the world. Before joining Celent, Dr. Katkov worked in the international division of Tokyo-based Softbank, where he helped define the firm's business and marketing strategies. Previously, he worked in the equity research department of Salomon Brothers Asia Limited. Dr. Katkov earned a B.A. from the University of California at Berkeley and M.A. and Ph.D. degrees from Harvard University. He is fluent in English, Japanese, and Chinese.
Robert A. Kerzner, CLU®, ChFC®
President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.
  • 2015년 9월 24일 목요일

    9:00 am - 10:00 am: Our Industry: Current Successes, Future Opportunities

Robert A. Kerzner, CLU®, ChFC®

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

Bob Kerzner leads the world’s largest association of life insurance and financial services companies. The combined organizations have over 1,200 members in more than 64 countries, including most of the world’s largest life insurance companies. Before joining LIMRA in 2004, Kerzner was executive vice president and head of the individual life division of Hartford Life, Inc. After spearheading the acquisition of Woodbury Financial Services, a national broker-dealer organization with more than 1,800 independent representatives, Kerzner also served as president of Woodbury. Kerzner’s career with The Hartford spanned 30 years from 1974 to 2004. 
앤디 , CFP, FLMI, AIAA, ACS, MBA, LLIF
LIMRA 영업교육 해외 팀장
  • 2015년 9월 23일 수요일

    1:30 pm - 2:30 pm: Concurrent Sessions

앤디 , CFP, FLMI, AIAA, ACS, MBA, LLIF
LIMRA 영업교육 해외 팀장

앤디 쿠는 회사의 성장 전략, 설계사의 생산성 향상, 그리고 회사의 수익성 성장을 이끌어 내는 국제 생명보험 전문가 입니다. LIMRA에서, 그는 생명보험과 금융기관 회사들을 위하여 세계적으로 가장 규모가 큰 트레이닝과 개발 자원을 이끌고 있습니다. 앤디는 각 회사의 상황을 평가하고, 그에 따른 전략을 개발하고, 국가의 경계를 뛰어넘어 그 지역에 맞는 수준의 교육을 실시하고 있습니다. 그는 또한, 새로운 세대의 설계사들을 유치하고 정착시키는 데 도움을 주는 LIMRA의 새로운 ‘ Y세대 세미나 시리즈’ 를 개발하였습니다. 앤디는 뉴욕에 있는 AIG 생명 미본사 직할조직에서 필드 관리와 개발 부사장으로 근무하였습니다. 그는 또한 50개가 넘는 국가의 설계사와 지점장 관리의 개선을 이끌었습니다. AIA 아시아와 AIG미국에서의 앤디의 경력은 4개 각각 다른 국가에서 일하면서 각국의 팀을 개발하고 리드하였습니다.
, M.A.
Director of International Communications
  • 2015년 9월 24일 목요일

    4:00 pm - 5:00 pm: Closing Keynote

, M.A.

Director of International Communications

Kaiser Kuo is director of international communications for China’s leading search engine, Baidu. He is one of the most highly-rated communications professionals in the world, and has been named to the Holmes Report Influence 100 list for three consecutive years. Kaiser is also well known as a writer, rock musician, and commentator on technology, society, and politics. He hosts the popular Sinica Podcast, which is a weekly discussion of current affairs in China that features leading journalists, businesspeople, and academics. Before joining Baidu, Kaiser served as an international business and media relations consultant for Youku.com (China’s leading Internet video site) and was an advisory board member to several Internet-related start-up companies. Kaiser co-founded China’s first successful heavy metal band, Tang Dynasty, in 1988 and remains active in the Chinese music scene as lead guitarist of the metal band Chunqiu (Spring & Autumn). His monthly column in Beijing’s premiere English-language magazine, The Beijinger, ran from 2001 to 2011, and an anthology of columns titled Ich Bin Ein Beijinger was published in June 2009. He was named one of the global top 100 Twitter users by Foreign Policy magazine in three consecutive years, and was named at Top Writer on the website Quora.com for 2013, 2014, and 2015. Kaiser received a B.A. in Political Science from the University of California, Berkeley, and an M.A. in East Asian Studies from the University of Arizona.
, MBA, FIAA
Head of Greater China & High Net Worth Solutions
  • 2015년 9월 24일 목요일

    11:30 am - 12:30 pm: Concurrent Sessions

, MBA, FIAA

Head of Greater China & High Net Worth Solutions

Louis oversees P&L responsibilities across China, Taiwan, and Hong Kong for SCOR’s life and health reinsurance solutions, including distribution and capital-motivated financial solutions services. He also leads high net worth business development for Hong Kong, Singapore, and emerging markets for this business. Previously, Louis was SCOR’s Head of Financial Solutions for Asia Pacific, where he provided reinsurance solutions with a capital-motivated nature, incorporating pricing analytics, economic and regulatory capital modeling, and financial statements analysis. Louis joined SCOR via the acquisition of Transamerica Re in 2011, where he was the regional pricing actuary, specializing in pricing direct marketing business and critical illness across the Japan and Korea markets. Prior to joining Transamerica Re, Louis spent 10 years working in Australia, including 6 years as a principal pricing actuary with Suncorp, the second largest insurer in Australia.
CEO and President
  • 2015년 9월 23일 수요일

    4:00 pm - 5:15 pm: CEO Panel: Profitability through Innovation

CEO and President

Cunqiang Li became Chief Executive Officer and President of Huatai Life Insurance Company in September 2012, and is a member of the Huatai Insurance Group Executive Leadership Team. Prior to his current roles, he was CFO and Senior Managing Director of MassMutual International. Cunqiang also had various Executive and Senior positions at MassMutual International with the responsibility from Financial Management, Strategy to Merger and Acquisition. He was Board Member for various Life Insurance Companies within MassMutual Financial Group in Japan, Hong Kong, Taiwan, and Mainland China. Before joining MassMutual, he worked with Anthem Insurance and Various CPA Firm in various auditing and managerial positions. Cunqiang graduated from University of McGill with a Master of Science degree. He also graduated from Harvard Business School General Management Program, a global executive training and development program.
Head of Life & Health Client Markets
  • 2015년 9월 23일 수요일

    10:30 am - 11:30 am: Improving Profitability By Changing Consumer Behavior

Head of Life & Health Client Markets

John Mok was appointed to his current role in July 2015, and is responsible for all Swiss Re Life and Health activities in China. Before moving to Beijing, he was based in Hong Kong as Swiss Re’s Head of Life & Health business in Taiwan. Prior to joining Swiss Re, John was with RGA Australia for four years. There he initially served as the Head of Group Business Development, and later became Director of Business Development responsible for all of RGA’s lines of business in Australia and New Zealand. John started his career with CommInsure in Australia, where he spent eight years in both business management and actuarial roles. John is an actuary graduated from Macquarie University in Sydney, with a Bachelor of Commerce (Actuarial Studies) and a Master of Commerce.
Lu Rongyan
Dean, The Insurance Business Research Institute
CEO, Shenzhen Palm Business Mobile Technology Development Co., Ltd.
  • 2015년 9월 24일 목요일

    11:30 am - 12:30 pm:

Lu Rongyan

Dean, The Insurance Business Research Institute
CEO, Shenzhen Palm Business Mobile Technology Development Co., Ltd.

With over 21 years of industry experience, Mr. Lu is regarded as a pioneer of mobile marketing in China’s life insurance industry. Prior to his current roles with The Insurance Business Research Institute and Shenzhen Palm Business Mobile Technology Development Co., Ltd., Mr. Lu worked for some of China’s top insurance providers, including Ping An, CPIC, and Qianhai. He is the visionary behind the first mobile platforms, mobile marketing, and mobile sales of China’s life insurance industry. Mr. Lu will draw on his wealth of knowledge and share his predictions on the future of mobile and insurance.
Managing Director, APAC
  • 2015년 9월 23일 수요일

    11:30 am - 12:30 pm: The Advisor of the Future: How to Stay Relevant in the Digital Age

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.
, MBA
Board Director and Chief Executive Officer
  • 2015년 9월 23일 수요일

    4:00 pm - 5:15 pm: CEO Panel: Profitability through Innovation

, MBA

Board Director and Chief Executive Officer

George Tan became Board Director and Chief Executive Officer of Sino-US United MetLife Insurance Company Limited (MetLife China) in November 2013, and is part of the Asia Leadership Group at MetLife Inc. He has over 23 years of progressively responsible experience in the financial services and insurance industry with extensive Greater China, U.S., and Europe exposure. Prior to his current roles, he was Regional Director for Prudential Corporation Asia as well as a Board Director and Chief Executive Office of CITIC-Prudential Life Insurance Company Limited (Prudential China). Before joining Prudential, he worked with Allianz, Aetna, and Ping An in various senior leadership positions. George graduated from the Wharton School at University of Pennsylvania with a Master of Business Administration degree.
, MBA
Greater China Research Manager

, MBA

Greater China Research Manager

Jing Xu plays an integral role in the identification, design, and implementation of research projects in the Greater China Region, including publishing and presenting findings. The research projects have covered a broad range of topics, including agency distribution challenges in China, bancassurance practices around the world, and consumers’ retirement perceptions in China. Prior to joining LIMRA in 2004, Jing conducted market research in the fast-moving consumer goods (FMCG) industry.  Jing earned an MBA in Marketing and Finance from the Georgia Institute of Technology and a BA in English from the Foreign Affairs College in Beijing, China. 
Chairman and General Manager of CPIC Life
Chairman of Changjiang Pension
Director of CPIC AMC

Chairman and General Manager of CPIC Life
Chairman of Changjiang Pension
Director of CPIC AMC

Mr. Jinghui Xu is a seasoned executive with an extensive career in leadership roles. Since joining China Pacific Insurance Company in 1991, Mr. Xu has served as General Manager of the company’s Second Domestic Business Department, General Manager of the Dalian Branch, and as special assistant to the President of CPIC. He has also served as the Deputy General Manager of CPIC Life and the General Manager of its Shanghai Branch, the Vice President and Executive Vice President of CPIC Life, and as a Director of CPIC P&C. Mr. Xu holds a master’s degree in Business Administration and is a senior economist.
, Ph.D.
Director and General Manager
  • 2015년 9월 23일 수요일

    4:00 pm - 5:15 pm: CEO Panel: Profitability through Innovation

, Ph.D.

Director and General Manager

Mr. Zhang started his career with Ping An Insurance Company back in 1993, working as assistant to General Manager of Sichuan Branch.  He eventually took on the role of Deputy General Manager of Chongqing Branch with Ping An before moving to be General Manager of Taiping Life Insurance Co. Ltd. Sichuan Branch in 2001.  In 2007 he was promoted to a Deputy General Manager of Taipineg Life Insurance Limited, and then in 2012 he was appointed to his current position as Director and General Manager of Taiping Life.

후원사/전시자

Elite Sponsors

Reinsurance Sponsor

Event Sponsors

Media Sponsors

더 자세한 사항을 위해 LIMRA에 문의:

Mr. Jinhai Guo

International Conference Coordinator

LIMRA and LOMA

GUOJ@loma.org