LIMRA-LOMA大中华区人寿保险大会

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Enda Kavanagh

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.

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, Ph.D.

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.

• 2015年9月24日

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

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, CLU, ChFC

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

• 2015年9月23日

  1:30 p.m. - 2:30 p.m.: 突破性会议

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

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。

• 2015年9月24日

  4:00 p.m. - 5:00 p.m.: 闭幕主题讲演

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, M.A.

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）。

• 2015年9月24日

  11:30 a.m. - 12:30 p.m.: 突破性会议

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, MBA, FIAA

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.

• 2015年9月23日

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

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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.

• 2015年9月23日

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

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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.

• 2015年9月24日

  11:30 a.m. - 12:30 p.m.:

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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。

• 2015年9月23日

  11:30 a.m. - 12:30 p.m.: 未来的顾问：如何不被数码时代淘汰

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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.

• 2015年9月23日

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

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, MBA

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.

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, MBA

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。

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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.

• 2015年9月23日

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

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, Ph.D.

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