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亚洲渠道大会

数字世界的渠道战略

2014年11月6日 - 2014年11月7日
香格里拉酒店, 新加坡

概览

参加的学员

亚太地区与渠道管理有关的行业高级主管及专家们,包括代理渠道负责人,渠道负责人,增员负责人和培训经理们。

重点介绍

这两天会议将会着重展示业内领导及专家的战略、销售、渠道管理还有培训方面的各种卓越知识。分组会场使您了解以下渠道领域的问题:

  • 银行保险
  • 专职代理
  • 其他分销
 点击查看去年亚洲渠道会议概况

签证要求

有些与会人员可能需要获得進入新加坡的签证。在安排行程以前,请您与您所在地的新加坡大使馆或領事馆联系,以取得最新资讯。用于申请签证的邀请函仅对已经缴费报名参加大会者发放。如果您需要签证邀请函,请与国际寿险营销与研究协会(LIMRA)的梅根(Megan)女士联系,电子信箱 mschwartz@limra.com

翻译服务

如果请求中文普通話、韩、日、泰和越南语的口译人数超过16人,就可以提供该语种的口译。

注册

报名及其費用:

2014年10月10前报名及可节省费用

2014 年 10 月 10 日以前报名:
LIMRA 和/或 LOMA 会员: 899.00美元
非会员: 1,350.00美元

2014 年 10 月 10 日以后报名:
LIMRA 和/或 LOMA会员: 999.00美元
非会员: 1,450.00美元

若通过邮件/传真报名, 请用此表.

酒店 / 地点

新加坡香格里拉大酒店
新加坡桔子园路22号 258350
电话:+65 6213 4239
传真:+65 6737-3257
更多信息

2014年10月24日前预订房间:会议特价房单人间340元新币每晚,380元新币双人间每晚。

这个折扣将适用于201410月24日之前预定,会议前四晚至会议后两晚期间,皆可享受此优惠。

自助早餐每人每天另加43元新币

入住时间:下午2:00点以后

退房时间:中午12:00点以前

以上房价需另加10%服务费和7%的销售税

预定酒店客房:

网上预订:访问新加坡香格里拉酒店客房预订页面,使用团购代码:LOM051114

电子邮件预订:可发邮件或传真预订表至表单顶部联系人处. 下载预订表, 请 点击这里.

拨打电话:+65 6213 4239 预订时请提醒酒店是参加 LIMRA&LOMA亚洲渠道会议或者直接报团体优惠代码: LOMA051114

讲师

Managing Director

Managing Director

Chris has a background in Product Management and as the first employee to join the founders at Hearsay Social he has led a number of key teams across Product, Customer Success & Sales. Prior to Hearsay Social Chris worked in Product Management at Intuit. Chris now leads our International activities, supporting global customers as they establish and scale social business.
Hélène Blanchette
General Manager, Marketing Innovation & Business Support APAC, Fuji Xerox Asia Pacific

Hélène Blanchette

General Manager, Marketing Innovation & Business Support APAC, Fuji Xerox Asia Pacific

A respected business leader and marketing strategist, Hélène Blanchette is an authority in the 1to1 cross-media marketing space.  In her current role she oversees the transformation, structure and implementation of the new regional digital marketing strategy in 14 countries and heads the business support of APAC for the direct operations of Fuji Xerox Asia Pacific Organisation (APO). She is known for the implementation of 1to1 cross-media marketing programs and campaigns, and is credited for having introduced the first 1to1 cross-media marketing programs in Asia Pacific under the FX Brand The 1:1 Experience.  With multiple global awards and recognitions, Hélène's innovative marketing strategies have led Fuji Xerox to be honoured with the title of Best Brand in Asia in 2013.

She is a frequent contributor to online and off-line publications as a subject matter expert, and is often invited to deliver conferences throughout Asia, Europe and North America.

Ernest Chan
President, Nan Shan Life Insurance Co. Ltd.

Ernest Chan

President, Nan Shan Life Insurance Co. Ltd.

Ernest has over 30 years of industry experience and has held a variety of accounting, risk management, and business operations leadership roles. He has been a passionate contributor to the Taiwanese insurance industry, undertaking innovative programs that integrate technology into essential operations. He was awarded the “2014 National Brand Yushan Award—Business Leader with Outstanding Performance " for his outstanding leadership and achievements. Ernest started his career as a Department Supervisor with the American Insurance Group (AIG) Internal Audit department. From there was transferred to the AIA Home Office Accounts department where he served as Chief Accountant, Senior Vice President, and Comptroller, and then was transferred to the AIA Shanghai branch as a General Manager. In 2003 he transferred to Nan Shan, a member company of AIG in Taiwan at the time, as Executive Vice President of Operations, and was promoted to his current position as President of Nan Shan in 2011
President

President

Mr. Eric Chang is currently the President of ICBC-AXA Life Assurance Co., Ltd. He has a PhD in Economics (Insurance) and is also a fellow with the Association of Chartered Certified Accountants of U.K. Mr. Chang has 36 years working experience in Hong Kong, Taiwan, China and has been with the life insurance industry for 22 years. After serving senior financial management roles in reputed companies in Hong Kong and Taiwan, he joined Winterthur Life Taiwan as CFO in 1992 and became CEO of Zurich Life Taiwan in 1999. He was subsequently recruited by Aviva Group U.K. in 2001 to set up their life joint venture in China.

In 2003, Mr. Chang was appointed the President of Aviva-Cofco Life which has developed into one of the leading foreign insurers under his leadership. He had also been acting as the Managing Director, North Asia of Aviva Group to look after their operations in Taiwan, Korea and Vietnam. In Aug. 2013, he joined ICBC-AXA Life Assurance. Mr. Chang has won "The Best Foreign Manager" title (honor began in 2006) in 2006, 2008 and 2012 as awarded by the China Insurance Marketing magazine. He should be by far the longest serving CEO among all foreign insurers in China.
Manish Chawda
Director, Risk Assurance, PwC

Manish Chawda

Director, Risk Assurance, PwC

Manish leads the PwC Information Technology Risk/Cyber Security Practice in Singapore, where he advises financial services clients on strategic and tactical solutions for information security, governance, and compliance. This includes cyber security, online fraud prevention, and data loss prevention. Manish has over 21 years of experience in multinational companies, and an in-depth knowledge of risk management involving complex technologies. He led PwC UK to achieving Payment Card Industry Qualified Security Assessor (PCI QSA) status. He has also advised the UK Government at the Centre for Protection of National Infrastructure (CPNI).
David Cook
Director & Head of Alternative Distributions, L&H Asia, Swiss Reinsurance Company Ltd

David Cook

Director & Head of Alternative Distributions, L&H Asia, Swiss Reinsurance Company Ltd

In this role David is responsible for the delivery and execution of Swiss Re's alternative distribution strategy across Asia. This role seeks to deliver thought leadership, to expand and manage markets and products as well as increasing Swiss Re's profile in the area of retail, bancassurance and alternative distribution.

David previously held the position of Vice President, Client Markets for Swiss Re's Life & Health business in Australia & New Zealand where he was responsible for the profitability and growth of Swiss Re's client portfolio, as well as the maintenance and development of long-term business relationships with clients. David's experience in the life insurance industry expands across the key areas of product, operations, marketing and distribution in both the U.K. and Australia in the primary insurance market.
Bernard Delas
Chairman and CEO of Bernard Delas Conseil Sarl
Former CEO of several leading French insurance and bancassurance groups including Groupama Assurances, CNP Assurances International, and Credit Agricole Assurances International

Bernard Delas

Chairman and CEO of Bernard Delas Conseil Sarl
Former CEO of several leading French insurance and bancassurance groups including Groupama Assurances, CNP Assurances International, and Credit Agricole Assurances International

Bernard Delas, an economist by training, has spent his career leading several French insurance and bancassurance groups. Between 1971 and 1989, he held various positions with Samda, a subsidiary of Assurances Mutuelles Agricoles, before joining Groupama Central in 1989 as Business Development Director. In 1990, he was appointed Managing Director of Groupama North East, based in Reims. In 1993, he returned to Groupama Central to take up the position of Managing Director, Insurance, France.  In July 1995, he was appointed Managing Director of Caisse Centrale Groupama and Groupama SA, and three years later he became Managing Director of Groupama-GAN. At this time he also served as Chairman of the French Federation of Mutual Insurance Companies (FFSAM) and Vice Chairman of the French Federation of Insurance Companies (FFSA).  In July 2000, after 11 years with Groupama, he left to join to CNP Assurances Group as the CEO of CNP International (Paris), and then in 2004 moved on to the position of CEO at Credit Agricole Assurances International (Paris) where he led the initiatives for international development. In 2010 he left Credit Agricole Assurances International to start Bernard Delas Conseil Sarl, where he currently serves as Chairman and CEO.
Doug Gyani
Managing Partner, Million Dollar Branders (MDB)

Doug Gyani

Managing Partner, Million Dollar Branders (MDB)

During his 15+ year career within the CTRM Industry, Doug Gyani has transformed the software and services space through innovation and a steadfast dedication to understanding the needs of his clients and prospects within the Commodity and Financial Service sector. He is both a Managing Partner as well as Executive Principle Consultant within MDB. Applying business acumen to cutting-edge software design, Doug brings pragmatic world-class digital solutions to his clients.
Jeffrey Nah
Venture Capitalist/Business Coach

Jeffrey Nah

Venture Capitalist/Business Coach

Jeffrey is passionate about sharing his experiences in strategic marketing, customer experience management, and leadership development to help companies achieve market, people, and financial leadership in this fast-evolving digital world. He previously served as CEO (Southeast Asia) with Teleperformance, where he grew a 20-person operation to over 2,000 people across Southeast Asia. Teleperformance is the largest global contact center outsourcing firm with 140,000 employees in 62 countries, and has been ranked No. 1 worldwide for several years by Gartner, IDC, Frost & Sullivan. 
Chief Executive Officer

Chief Executive Officer

John leads one of the fastest growing life insurance companies in India — and the only company to operate an exclusively bancassurance model.  It reported its maiden profit in FY 2012-13, less than five years after commencing operations, making it one of the fastest private life insurers to achieve this feat.  The company’s bancassurance business model, product mix, customer-centric practices, excellent persistency, and customer growth has won them numerous prestigious awards including "Innovation Leader for establishing Bancassurance Business Model" in 2011, "Technology Leader" in 2012, and “Life Insurance Company of the Year”, and "Excellence in Training and Development (Asia)" in 2014, just to name a few.  Prior to his current role, John was Chief Operating Officer of Hana HSBC Life Insurance in South Korea, the founding Chief Executive of HSBC Life Insurance in Taiwan, and a board member of HSBC Insurance Holdings (Asia). With his career roots in retail banking he is a bancassurance specialist in emerging markets, with a passion for professional financial planning and a 30 year career spanning both banking and insurance with the HSBC Group.
Mark Inkster
Chief Digital Officer, Aegon Asia

Mark Inkster

Chief Digital Officer, Aegon Asia

Mark has built digital businesses globally since the late 1990s. As director of international operations at Yahoo!, he led the rollout of their full suite of communication, media, and e-commerce properties around the world and built product teams in Europe, Asia, and Latin America. Mark moved to Asia in 2003 as the vice president of Yahoo!'s search business unit for Asia-Pacific. He then joined eBay as the chief product officer of eBay China, where he led the customization of eBay's technology for China, which was one of the largest development projects in eBay's history. He founded Shanghai-based travel startup Yiqilai.com.cn in 2006, and was also a founding member of AngelVest, the leading angel investment network in China. In 2009, Mark joined Microsoft's online services business as managing director of Southeast Asia, where he led MSN, Hotmail, and Bing in the region and initiated partnerships including xinMSN, which quickly became Singapore's leading portal. He led Vistaprint's business in Asia and global emerging markets from 2012-2013 as President of the Most of World business unit, and joined Aegon in August 2014. 
, FCPA, FCIA, CMC, HKRFP, BCom, MSc
Managing Director
Telos Capital & Risk Management Ltd.
&
Principal Consultant
LB Asia Consulting Ltd

, FCPA, FCIA, CMC, HKRFP, BCom, MSc

Managing Director
Telos Capital & Risk Management Ltd.
&
Principal Consultant
LB Asia Consulting Ltd

Barkis has over 25 years financial industry experience in senior management roles with his earlier career as the Financial Controller of a life insurance company (now Ageas Insurance in Hong Kong). He moved into sales management when he joined AIA in Australia as an Agency Manager responsible for providing financial planning services.

During the last 15 years, he led local and regional compliance and operational risk teams with supporting direct and indirect staff of over 200 associates in 15 Asian countries. He was the Vice President of Regional Compliance with AIA & Affiliates and the Regional Director & Head of Operational Risk Management for AIG companies in Asia. He was also the Senior Director in Risk Management with HSBC Private Bank. Prior to joining LB Asia Consulting Ltd, he was the Regional Chief Compliance Officer with Sun Life Financial Asia and MetLife for the Asia Pacific Region.

Barkis holds a Bachelor of Commerce degree in Administrative Management, a Graduate Diploma in Financial Management and a Master of Science in e-Commerce (with distinction) from universities in Canada, Australia and Hong Kong.  He is a Fellow of CPA Australia and of the Hong Kong Institute of Certified Public Accountants. He is also a Chartered Company Secretary, a Registered Financial Planner and a Certified Management Consultant by profession.

, CFP, FLMI, AIAA, ACS, MBA, LLIF
国际人才发展中心总经理

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

国际人才发展中心总经理

Andy领导着一个全球最大的寿险和金融服务业的培训及绩效发展中心, 帮助LIMRA 在不同国家的会员公司正确评估当前形势,制定战略对策,设计多种个险及保险运营措施,规划构想并加以实施。作为一个国际化的资深寿险专业人士,他在寿险公司的成长战略、营业部产能的提升、公司盈利能力的增长等方面都有着丰富的实战经验。在2010年加盟LIMRA之前,Andy在AIG 公司纽约总部负责全球个险一线管理人员培训的副总裁。其间开创了一系列关键性的措施和战略,藉此,在50多个国家大幅度提升了代理人和营业部经理的产能和绩效。Andy在四个不同国家居住并工作过,这使他在AIG以及其子公司AIA亚洲区和美国本部任职期间发挥了卓越超群的领导力并积累了培养多元文化团队的丰富经验。
Handojo G. Kusuma
Regional Head of Sales and Distribution, Allianz Insurance Management Asia Pacific

Handojo G. Kusuma

Regional Head of Sales and Distribution, Allianz Insurance Management Asia Pacific

Handojo is responsible for the life and general insurance proprietary channel in 8 countries: China, India, Korea, Taiwan, Malaysia, Thailand, Indonesia, and Sri Lanka. He has more than 25 years of experience in the industry under various disciplinary functions: sales, marketing, training, customer service, and operations. Before assuming his current assignment, Handojo was the Deputy CEO and Chief Distribution Officer for Allianz Life Indonesia, where he played an important role transforming the insurer into one of the top 3 companies in Indonesia. He is also a former Board Member / Officer of the Life Insurance Association of Indonesia, Asosiasi Asuransi Jiwa Indonesia (AAJI), in the distribution division who served as Head of the Bancassurance Department. Handojo has earned FLMI, ACS, and AIAA designations.
Ragunath Joe Murthy
Head of Agency – Technical Advisor, FWD Life Indonesia

Ragunath Joe Murthy

Head of Agency – Technical Advisor, FWD Life Indonesia

Ragunath Joe Murthy has more than 30 years of experience in Agency Sales Management, Training and Recruitment.  He joined the Life Insurance Business during the early 1980's where he started his career as an agent and he is now the Head of Agency for FWD Life Indonesia, a start-up company in Indonesia. FWD Life Indonesia started its operations in 2014 in Jakarta, and is currently the first company in to have 100% of their Sales Force using Tablets in all areas of their business, including the selling process, the submission to payment gateway, and the digital same day policy issuances (Straight Through Process).
Amit Naik
Regional Sales Head – Asia Pacific, C2L BIZ

Amit Naik

Regional Sales Head – Asia Pacific, C2L BIZ

Amit is a founding team member of C2L BIZ, a company that focuses on providing innovative IT solutions exclusively for the insurance industry. He is responsible for helping life and health insurers throughout Asia improve business processes and technology — and transform their product distribution for digital selling. Amit has a deep insurance domain knowledge and technology expertise that comes from more than a dozen years of service to the industry.
Justine Pogroske
Creative Director, Million Dollar Branders (MDB)

Justine Pogroske

Creative Director, Million Dollar Branders (MDB)

As the founder and Creative Director of MDB, Justine brings her talents to market in an intimate boutique agency setting that allows her to serve her clients with meticulous care, thoughtfulness, and creativity. Employing her own unique brand and style, she has delivered exceptional and transforming work to clients including Coke, Dove, Nike, American Express, PwC, and Principia Consulting. Justine is a graduate of Enmore Design Centre, one of Australia's best and most renowned graphic design institutions.
Andreas Skopal
Financial Services Strategy Lead, South East Asia, PwC

Andreas Skopal

Financial Services Strategy Lead, South East Asia, PwC

Andreas focuses on customer and channel optimization, and has led more than 30 engagements to identify and deliver significant customer acquisition, retention, and cross-sell revenue growth for wealth management firms, insurers, and retail banks in Australia and the UK. He has significant experience in the business consulting and financial services industries, including 3 years in group strategy for one of the big 4 Australian banks. Andreas also has experience in customer insights and analytics, customer and channel partner segmentation, sales process, sales metrics/KPI design, lead referral, and campaign optimization. Andreas utilizes an agile approach with clients to rapidly design, prototype, test, and refine improvements in product, process and proposition design.
Mandla Shezi
Managing Director, Hollard Affinities and Direct (HAD) & Hollard Insurance, South Africa

Mandla Shezi

Managing Director, Hollard Affinities and Direct (HAD) & Hollard Insurance, South Africa

Mandla joined Hollard in February 2007 and has spent most of his time driving sales, managing commercial relationships with 26 key corporate clients, distribution channel development, managing the reduction of transactional costs and driving the innovation (product, channel, systems and corporate commercial structures) processes within HAD.  He has launched a number of new commercial relationships over the years. including a novel low cost agency force that has given the business sustained double digit growth over the last 7 years.  His most notable achievement is the growth of the above the line direct response business in South Africa and a recent successful launch of a similar business model in Indonesia in partnership with Tokio Marine Life Insurance.  Before joining Hollard, Mandla was in strategic and management consulting with Bain and Company, a process engineering with Royal Dutch Shell, and in general management and manufacturing with SABMiller.  He is the founding member of the National Society of Black Engineers – SA and has been a member of the engineering advisory board at Stellenbosch University.  

, MBA
首席执行官

, MBA

首席执行官

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.
Hugh Terry
创始人, The Digital Insurer

Hugh Terry

创始人, The Digital Insurer

Hugh Terry是一位经验丰富的保险专业人士,在亚太地区拥有超过20年的经验,涉及保险公司、业务咨询以及成功创建并退出自己开创的业务。The Digital Insurer 是全球最大的知识社区,有超过30,000名专业人士共同致力于加速保险的数字化转型,Hugh作为公司创始人,他的业务目标是帮助保险和科技公司创建和实施创新的业务发展战略。其工作的核心是预测和利用数码科技的趋势,因为这些趋势对现有的商业模式产生了深远的影响,并提供了新的机遇。同时Hugh也是位专业精算师。
高级副总裁兼国际业务总经理

高级副总裁兼国际业务总经理

Watts先生是LIMRA/LOMA国际业务的总经理,领导两个组织帮助亚洲、拉丁美洲、非洲和中东地区会员公司的业务发展。 

在2013年加入LIMRA/LOMA之前,Watts先生担任ACE寿险公司全球业务的首席运营官,负责公司常规业务的日常运作和新业务的开拓。在此之前,Watts先生担任过AIG和AIA在中国和印度的首席执行官。Watts先生还有在香港、中东和拉丁美洲的工作经历,具备充分的国际视野,并非常熟悉亚洲和中国的保险市场。Watts先生毕业于拉夫堡(Loughborough)大学,拥有商业教育理事学位。 

赞助方 / 参展方

感谢2014年的赞助商:

联系 LIMRA 了解详情:

Ms. Trish Sasso, BS, MLS

International Conference Coordinator

LIMRA and LOMA

psasso@limra.com