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LIMRA-LOMA大中华区人寿保险大会

通过创新实现利润增长

2015年9月23日 - 2015年9月24日
虹桥万豪大酒店, 上海, 中国

概览

参加的学员

专门针对有兴趣了解大中华地区和全球市场发展进程中所面临问题的大中华区人寿保险和金融服务公司的高管以及专业人士。大会讲演针对公司高管、总经理、和部门负责人(包括公司总部和分公司),以及负责战略规划、招聘、培训、分销和管理的专业人员。

Closing Keynote Speaker

Kaiser Kuo, 国际部的主管, 百度

我们这个传统的行业尚未完全吸收互联网革命第一阶段的影响,第一节课尚未结束,互联网革命的第二阶段就已经汹涌澎湃地、无情地向我们袭来。面对这样一个大潮,我们的行业必须马上调整,才有望不被颠覆。人工智能和大数据就像一对引擎,推动我们越过这第二个大潮。与诸多传统行业相比,保险业在这第二个大潮中最有可能获益,但其面临的挑战也最多。只有顺应技术变革的潮流、做出正确及时的调整、学会互联网公司的思维,才能够乱中取胜、脱颖而出。

重点介绍

本大会是因应大中华区会员公司的兴趣和建议而确定的,尤其是考虑到中国寿险市场的现状和特殊需求。大会讲演来自行业的领袖和专家,他们具有与企业战略、销售、管道管理、和培训相关的、渊博的知识和丰富的经验。大会期间您可以解决您的具体问题,还可以与同行进行广泛的交流沟通、建立联系。

请继续关注大会的议程以及大会的讲演者,这两项仍在筹备之中。

翻译服务

本届大会的工作语言为汉语和英语,如果2015年8月21日之前请求口译服务的与会人员有16人或更多,大会将提供口译服务。

注册

报名及其費用:

2015年8月21日前报名可以节省费用

2015 年 8 月 21 日以前报名:
LIMRA 和/或 LOMA 会员:995美元
非会员:1,490美元

2015 年 8 月 21 日以后报名:
LIMRA 和/或 LOMA 会员:1,095美元
非会员:1,590美元

亲友:149美元

通过邮件/传真报名, 请用此表.

多位报名的优惠折扣:请与Megan Schwartz女士联系,电子邮件:mschwartz@limra.com

酒店 / 地点

虹桥万豪大酒店
上海长宁区
虹桥路 2270号
中国上海, 200336
电话:+86 21 6010 6000

入住时间为14:00点,退房时间为中午12:00点。

网上预订:  http://www.marriott.com/hotels/travel/shaqi-shanghai-marriott-hotel-hongqiao/

电话:拨打+86 21 6010 6000

议程

讲师

Andrew Dart
Insurance Industry Strategist, CSC
  • 2015年9月24日

    1:30 pm - 2:30 pm: 一切取决于手腕:人寿保险的可穿戴设备

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
  • 2015年9月23日

    2:30 pm - 3:30 pm:

Partner, Management Consulting, Shanghai

Matthew先生提供大型项目管理和解决方案的经验已有23年之久。自从2009年加入毕马威上海咨询服务公司以来,Matthew先生已经为中国拥有大型多重销售渠道的保险公司贡献了自己的数据分析和数字营销专长,藉此帮助中国的保险公司与当代中国使用超级连接的消费者建立了广泛深入的联系。Matthew先生还具有丰富的银行业经验。
, 博士
普华永道大中华区咨询服务部信息技术主管合伙人
  • 2015年9月23日

    9:00 am - 10:00 am: 开幕会议

, 博士

普华永道大中华区咨询服务部信息技术主管合伙人

黄小戎先生现任普华永道大中华区咨询服务部信息技术服务的主管合伙人。在加入普华永道之前,黄先生曾经在IBM大中华区担任副合伙人,在大中华区与加拿大IBM担任不同领导职位,包括事业部经理、解决方案负责人,项目合伙人、首席架构师。黄先生拥有超过25年IT从业经验,特别是金融行业系统开发和架构设计经验,曾为多家大中华区、亚洲和加拿大客户的关键项目提供服务:
带领团队制定IT规划 (ITSP)、企业级架构(EA)
带领团队规划系统总体方案并领导超大型系统实施与集成
学历:西德Saarland大学,计算机科学系,博士;上海交通大学,计算机科学系,学士、硕士
董事总经理、CIO(固定收益)
  • 2015年9月24日

    10:00 am - 11:00 am: 风险控制与保险资金运用

董事总经理、CIO(固定收益)

经雷先生,金融和财会双学位,CFA,具有19年从业经验。 1994年至2008年,经雷先生任职于美国国际集团(AIG)国际投资公司美国纽约总部,历任直接投资部和境外债券投资部投资分析助理;投资级债券部投资分析师;应税固定收益部高级分析师及助理投资经理。其所在部门管理的固定收益资产约为2700亿美元。个人负责的固定收益资产约为80亿美元。2008年至2013年,经雷先生在上海加入友邦中国区资产管理中心,历任投资副总监,首席投资总监及资产管理中心负责人。在友邦中国资产管理中心期间,组建并领导30人以上的专业团队,全权负责友邦(中国)保险资金在固定收益类资产和权益类资产的所有投资和管理事宜,包括战略和战术资产配置策略制定,资产负债匹配管理,投资能力建设,投资决策审批,风险管理,绩效评估和投资运营等。以投连基金业绩为例,在57个激进型投连基金里,友邦中国资产管理中心所负责的基金排名从2010年的第34位晋升到2012年的第8位。在37个平衡型投连基金里,友邦中国资产管理中心所负责的基金排名从2010年的第17位晋升到2012年的第10位。2013年10月加盟嘉实基金管理有限公司.
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.
, CLU, ChFC
President and Chief Executive Officer
  • 2015年9月24日

    9:00 am - 10:00 am: 我们的行业:当前的成功,未来的机遇

, CLU, ChFC

President and Chief Executive Officer

作为LIMRA, LOMA和其母公司LL Global 的总裁和首席执行官,Bob Kerzner先生领导着世界最大的寿险和金融服务业的协会机构。该机构拥有会员公司1200多家,分布在70多个国家和地区。Kerzner 先生领导了LIMRA与LOMA两家协会合并的全过程。两家机构于2008年1月1日正式合并。

Kerzner 于 2004 年 10 月担任 LIMRA 的领导职位。在此之前,他自 1974 年起一直在美国哈特福德金融服务公司的外勤销售和管理工作了 20 年。其后调任为公司总部副总裁和个人人寿保险销售主管。他曾升任为高级副总裁,后来又任执行副总裁和个人人寿部门的主管。在他的领导下,人寿部门创造了猛劲的收益和销售增长。Kerzner 毕业于中康涅狄格州立大学
, CFP, FLMI, AIAA, ACS, MBA, LLIF
国际人才发展中心总经理
  • 2015年9月23日

    1:30 pm - 2:30 pm: 突破性会议

, 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。
, M.A.
Director of International Communications
  • 2015年9月24日

    4:00 pm - 5:00 pm: 闭幕主题讲演

, M.A.

Director of International Communications

先生是百度国际部的主管,百度是中国最先进的搜索引擎。做为全世界最顶尖的通信专业人士, Kaiser Kuo 先生连续三年被列入霍姆斯报告(Holmes Report)最具影响力的100强名单, 他是世界上最优秀的公关专家。 除此之外,他还是著名作家、摇滚乐师、和科技、社会、 政治评论人。此前,他曾担任优酷国际业务和媒体关系顾问(Youku.com是中国领先的互联网视频网站),还担任互联网创业公司的顾问委员会成员。

在北京居住长达19年,Kaiser Kuo 先生是中国第一个、也是最成功的重金属乐队《唐朝》 的创始人之一,并担任中国乐坛普通话金属乐队《春秋》的主音吉它手。Kaiser Kuo

先生主持中央研究院流行的播客,就具有中国特色的时事与知名记者、 商人和学者每周举行一次讨论。他经常就有关中国互联网的主题发表评论,并在有关主题的众多文献和电视节目中亮相。从2001年至2011年,他在北京的第一家英文月刊《北京人》担任专栏作家,并于2009年6月出版了《北京人Ich Bin Ein 文集》。他连续三年被《外交政策杂志》 评为全球Twitter100强之一,并于2013年、2014年、 和2015年被Quora.com命名为顶尖作家。Kaiser Kuo 先生拥有加州大学伯克利分校的政治学学士学位(1988年), 和亚利桑那大学东亚研究硕士学位 (1992年)。
, MBA, FIAA
Head of Greater China & High Net Worth Solutions
  • 2015年9月24日

    11:30 am - 12:30 pm: 突破性会议

, 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.
总经理
  • 2015年9月23日

    4:00 pm - 5:15 pm: CEO论坛: 通过创新实现利润增长

总经理

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
  • 2015年9月23日

    10:30 am - 11:30 am: 改变消费者的行为,提升保险的盈利性

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.
Dean, The Insurance Business Research Institute
CEO, Shenzhen Palm Business Mobile Technology Development Co., Ltd.
  • 2015年9月24日

    11:30 am - 12:30 pm:

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

陆先生是中国大陆第一批保险人及寿险营销的开拓者,具有21年保险经验与实践;他先后任职中国平安、中国太保、前海人寿等高管职务,曾任职新锐公司前海人寿首席营销官(CMO);他也是中国保险移动营销应用体系创始人、寿险移动营销专业化系统创始人、中国保险移动营销推广实践第一人;他曾参加接受LIMRA: MSS、ROS、CDIS等专业课程训练,同时也是LIMRA-CIAM认证课程的积极推广者。
Managing Director, APAC
  • 2015年9月23日

    11:30 am - 12:30 pm: 未来的顾问:如何不被数码时代淘汰

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
首席执行官
  • 2015年9月23日

    4:00 pm - 5:15 pm: CEO论坛: 通过创新实现利润增长

, 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.
, MBA
Greater China Research Manager

, MBA

Greater China Research Manager

徐京女士在LIMRA的国际研究团队中从事研究项目的确立、设计、以及发布工作。项目涉及代理人渠道的挑战、银行保险渠道的实践、保险消费者研究等领域。徐女士主要从事中国大陆、香港和台湾市场的研究工作。 徐京女士自2004年加入LIMRA。此前她在快速消费品等行业从事市场研究工作,从美国佐治亚理工学院获得工商管理硕士学位。
董事长兼总经理

董事长兼总经理

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.
董事、总经理
  • 2015年9月23日

    4:00 pm - 5:15 pm: CEO论坛: 通过创新实现利润增长

, Ph.D.

董事、总经理

1993年至2001年,先后任中国平安保险股份有限公司四川分公司总经理助理、重庆分公司副总经理(主持工作). 2001年至2007年,先后任太平人寿保险有限公司四川分公司总经理、太平人寿保险有限公司副总经理. 2007年7月至2012年10月,任太平财产保险有限公司董事、总经理. 2012年10月至今,任太平人寿保险有限公司、总经理

赞助方 / 参展方

精英赞助商

独家再保险赞助商

赞助商

媒体赞助商

联系 LIMRA 了解详情:

Mr. Jinhai Guo

International Conference Coordinator

LIMRA and LOMA

GUOJ@loma.org