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2016战略议题大会

健康,科技及更多行业热点:拥抱客户日新月异的需求

2016年6月22日 - 2016年6月24日
香格里拉酒店, 科龙, 香港

概览

参加的学员

这个会议是针对亚太地区拓展业务的金融服务和寿险公司的总裁及高管所设计的:

  • 把握新兴市场机遇
  • 从案列与实践中借鉴经验
  • 市场、渠道以及企业管理最新的发展

重点介绍

请加入我们一起来关注全球和地区问题。您和您的团队将会获悉宝贵的信息来使能够在关键战略领域里成功的推动市场。此外,出席者将有一次难得的机会去结识与同行、业内人士及监管机构,從而获得他们当今的市场环境下如何走向成功的观点

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。

签证要求

有些与会人员可能需要获得進入香港的签证。在安排行程以前,请您与您所在地的香港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

注册

报名及其費用

2016年5月20前报名及可节省费用

2016 年 5 月 20 日以前报名:
‰‰LIMRA 和/或 LOMA 会员: 1,195美元
‰‰非会员: 1,790美元

2016 年 5 月 20 日以后报名:
‰‰LIMRA 和/或 LOMA会员: 1,295美元
非会员: 1,890美元

若通过邮件/传真报名, 请用此表  或者在线:   https://www.etouches.com/138125 

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

退款协议

所有的取消和退款申请必须通过书面提交。这些申请将被收取100 美元的管理费用。早于大会开始前十个工作日并通过书面申请的退款在除去管理费用后将全额退还。在大会开始前十个工作日内所申请的退款将不予退还。如果大会因故取消,LIMRA/LOMA 将退还所有注册费用。然而,LIMRA 不负责所产生的差旅、住宿或其它费用。取消申请应提交至 meetings@loma.org

酒店 / 地点

Kowloon Shangri-La

64 Mody Road
Kowloon, Hong Kong,

852-2733 9790

酒店预订

Kowloon Shangri-La
64 Mody Road
Kowloon, Hong Kong
电话:+852-2733 9790
www.shangri-la.com/kowloon/

 本届大会客房优惠定价*每天1800港币,包括高速互联网和本地电话。
入住时间:下午2:00点以后
退房时间:中午12:00点以前
*以上价格需加收10%的服务费和政府税。

 预定酒店客房

网上预订:使用团体优惠代码,访问 Kowloon Shangri-La 酒店客房预订网站: LIM260616A 

拨打电话:拨打+(852) 2721 2111要提到是参加LIMRA/LOMA战略问题会议或者报团购价代码LIM260616A.

议程

讲师

首席执行官

  • 2016年6月23日

    9:15 am - 10:15 am: Opening Keynote Speaker
  • 3:45 pm - 5:00 pm: CEO Panel

首席执行官

Walter De Brouwer 是 Scanadu 的创始人和首席执行官,该公司设在 NASA Ames 研究中心,使命是将医院的诊断能力放到消费者手中。他们以“星际迷航”中虚构的三录仪为模型,成功设计出一款设备。Walter 生于比利时,是一位科技领域的企业家,他在 2011 年遭遇改变生活轨迹的家庭变故之后创办了 Scanadu。他的目标:开发一套智能手机型的医疗工具,重新定义人们获得医疗保健的方式。在 Scanadu 之前,De Brouwer 经营过 One Laptop per Child Europe,还曾创立 Starlab。他的多家公司还经历过两轮首次公开募股,以及Eunet 和 Qwest Communication(现在改名为 CenturyLink)的兼并。

CEO
  • 2016年6月23日

    3:45 pm - 5:00 pm: CEO Panel

CEO

As CEO of TalkingData, Mr. Leo Cui takes overall responsibility for the innovation and strategic development of the company to ensure that TalkingData maintains its leading position in China’s mobile big data industry. Over the years, Leo has remained focused on mobile internet and social media in the field of data analysis, data mining, and pattern recognition, and his forward-looking philosophy has led TalkingData to win numerous awards including "Most Innovative Enterprise Application Development" and "Best Mobile Big Data Platform Award" by IDG International Data Group, and "Top 100 China Innovation Growth Companies" by Cyzone. 
, AII, CDIA+, ECMP, ERMP, BPMP
Global Director – Insurance

, AII, CDIA+, ECMP, ERMP, BPMP

Global Director – Insurance

Ms. Fisk is a foremost expert on the practical application of electronic document management system (EDMS) technology. She has overseen numerous enterprise information assessments and follow-up activities to help organizations significantly reduce operating expenses, increase efficiencies, and achieve true business optimization. These projects have addressed corporate budgeting, cost, sponsorship, risks, ROI analysis, project timeline planning, future business initiatives, and similar strategic elements. Ruth has extensive insurance industry experience, including 14 years in management at a property and casualty carrier. She also founded and led the Insurance Vertical OnBase Group User Experts, a non-profit organization dedicated to business process improvement specifically dedicated to the insurance industry.
Rick Funke
助理副总裁,评估和发展解决方案, LIMRA LOMA

Rick Funke

助理副总裁,评估和发展解决方案, LIMRA LOMA

Rick Funke与世界各地的金融服务业高管合作,帮助他们通过提高销售团队的效率来提高盈利能力。在他的帮助下,公司通过应用基于能力来甄选、招募和留存优秀员工的最佳实践,最大限度地提高了在甄选和招募代理方面投资的回报 - 并培养扩大了其销售团队。 Rick还有为销售经理提供培训的丰富经验,帮助他们提高代理团队的专业水平和产能。Rick是行业内知名的演讲人,曾在多个会议上发表演讲,包括GAMA的LAMP会议、NAIFA的专业会议暨年会、LIMRA年会以及许多公司会议。

企业家、演讲人兼作家


企业家、演讲人兼作家

Fredrik Härén 是企业创造力方面的作家兼演讲人。迄今为止,他最畅销的书籍是 The Idea Book,其中融合了提升创造力的各种想法和活动。该书获得了Seth Godin 的高度赞赏并跻身有史以来最佳的 100 本商务书籍 (The 100 Best Business Books of All Time) 之列。Fredrik 的第二本书书名为 The Developing World,该书探讨了发展中国家爆发式发展的创造力,以及发达国家的人可以从中学到什么。同一个世界,同一家公司是他的新书,作者在书中仔细研究了作为一家真正意义上的全球化公司意味着什么。Fredrik 曾在超过 50 个国家举办了 1,500 场以上的展示演讲。他曾被选为“瑞典年度演讲人”,另外,他
还是全世界范围内仅有的 30 位经过认证的全球演讲专业人士 (GSP) 之一。
公司副总裁兼国际调研、会员业务总经理

公司副总裁兼国际调研、会员业务总经理

Hartshorn先生于2015年加入LIMRA,担任公司副总裁兼LIMRA国际调研、会员业务总经理,负责北美以外所有地区的客户发展、开拓与联络,以及国际的行业调研。

加入LIMRA之前,Hartshorn先生曾担任Aetna大中华地区的高级总经理,常驻中国上海,负责Aetna在大中华地区的战略规划、政府关系及业务开拓。在此之前,他在Aetna的美国总部、中东地区、非洲的分支机构工作。在美国,Hartshorn先生领导了多项由政府和企业赞助的大型调研项目。Hartshorn先生毕业于俄亥俄州立大学,拥有工程学士学位和公共行政硕士学位。

Betsy Hubbard
Founder and President, Mindset Digital
  • 2016年6月24日

    8:45 am - 9:45 am: Selling in a Social World: Getting your hyper-distracted audience to take time to engage with you

Betsy Hubbard

Founder and President, Mindset Digital

Betsy Hubbard helps leaders in Fortune 100 firms and healthcare organizations get up to speed in a digital age. She and her colleague, Debra Jasper, have provided training and consulting to more than 25,000 people and delivered keynote talks around the world. Before starting Mindset Digital, Betsy worked in higher education, transforming the Kiplinger Program in Public Affairs Journalism into the first social media fellowship for journalists and teaching graduate courses on digital media. She has also worked in philanthropy as a grant maker, overseeing projects at The Pew Charitable Trusts, and as a consultant, conducted research on leadership and organizational performance for a range of clients, including the Brookings Institution. Betsy has degrees in political science and public policy, with a year spent abroad at the London School of Economics. 
, LLIF
Chief Membership Officer
  • 2016年6月23日

    3:45 pm - 5:00 pm: CEO Panel

, LLIF

Chief Membership Officer

Jim Kerley is a member of the executive team that leads LIMRA and LOMA. In his current leadership role, his primary objective is to deliver products and services to member companies that are strategic, contemporary, and relevant. He is also responsible for member relationship management for the 450 U.S. and Canadian members. Jim joined LIMRA in 2007 as President of LIMRA Services, Inc., to oversee the development and delivery of a wide range of products for their global membership. With the completion of the merger of LIMRA and LOMA, the served in that role for both organizations beginning January 1, 2010. Jim is also a LIMRA Leadership Institute Fellow.
Rosaline Koo
Founder and CEO, CXA
  • 2016年6月23日

    10:45 am - 12:15 pm: Panel

Rosaline Koo

Founder and CEO, CXA

Frustrated by the slow adoption of technology, Rosaline invested $5M of her savings and borrowed another $5M to build CXA. Within a year, her team built the platform, acquired Singapore's largest broker, won 20 Fortune 500 clients away from the global incumbents, voted by HR as one of the best vendors of the year and got $11M in VC funding.  CXA is now expanding to 11 countries across Asia.

Rosaline supervised P&G factory lines in Iowa before working in 8 roles during her 8 years at Bankers Trust in NYC.  She launched two dot-com start-ups in Asia, before moving to ACE Insurance. She also ran Mercer Marsh Benefits' 14 APAC countries, growing 800% over 8 years.  Rosaline graduated from UCLA Cybernetics and Columbia Business School.

, Ph.D.
Founder and CEO
  • 2016年6月23日

    2:45 pm - 3:45 pm: General Session

, Ph.D.

Founder and CEO

Dr. Junling Li co-founded Juliye Group with Mr. Jiman Zhu, Chairman of Harbin Gloria Pharmaceutical Co., Ltd and Mr. Yihuo Ye, CEO of iYundong, in March 2014. Inspired by its mission of “May More Families Live Healthy”, Juliye aims to build up a cooperative diagnosis and treatment system and family-doctor network with the best services and efficiency in China. By linking experienced local physicians and top specialists in a centrally operated system, Juliye helps distribute advanced medical treatment technique to cover larger population, especially people outside metropolitan areas. In this process, by building a standard and disease-specific electronic medical record (EMR) data system, Juliye also paves way for commercial medical insurance business development.
Senior Vice President, Insurance
  • 2016年6月23日

    1:15 pm - 2:15 pm: Workshops

Senior Vice President, Insurance

Jamie is a major contributor to shaping Celent’s global insurance agenda, and has led the development of Celent’s innovation framework. His research focuses on IT strategy and the technology challenges facing the life and pensions market — contributing to the debate on core systems replacement, BPO strategies, the impact of regulation, and innovation management. Prior to joining Celent, Jamie was a Senior Manager within Deloitte’s management consulting practice, where he led engagements focused on helping clients align their IT strategy to their business goals. He was a key contributor to the development of the Insurance Core Systems Transformation proposition and the technology implications of the Retail Distribution Review Readiness proposition for the UK Life, Pensions and Wealth Management market. While in industry, Jamie was Head of IT Strategy for AXA UK & Ireland, and led change delivery at both AIG and Zurich Financial Services.
Head of Health, APAC 
  • 2016年6月23日

    10:45 am - 12:15 pm: Panel

Head of Health, APAC 

Bio coming soon.
Steve Monaghan
Chairman and CEO, Gen.Life
  • 2016年6月23日

    3:45 pm - 5:00 pm: CEO Panel

Steve Monaghan

Chairman and CEO, Gen.Life

Originally a commercial pilot, Steve specializes in introducing new business models, businesses and products, and has held senior roles at leading corporations throughout Asia. He has filed six patents in FinTech, and managed an impressive list of projects throughout his career, including developing and patenting the first mobile payments platform for Citigroup, and leading a nine-month transformation of Shinsei Bank in Japan which lead to revenue growth of USD$500M. As Chief Innovation Officer for DBS Bank, Steve drove the innovation agenda that culminated in their $220+M investment in IBM Watson, DBS A*Star R&D Lab and Digital Banking. Steve also helped to build AIA Edge, Asia and Oceania's leading corporate Accelerator, making AIA the first insurance company to join the R3 blockchain consortium. Most recently, Steve created Gen.Life, a Silicon Valley based start-up that creates R&D capability for insurers in Artificial Intelligence and Blockchain. In addition to GenLife, Steve is also a Limited Partner and investment committee member in True Global Ventures, Vice Chairman of Borderless Healthcare Mobile China, Co-Chairman of HK HealthTech Association, and a Board Member of Pulse Global.
, Ph.D., MBA
Head of Innovation Management – Asia
  • 2016年6月23日

    10:45 am - 12:15 pm: Panel

, Ph.D., MBA

Head of Innovation Management – Asia

Georgio Mosis, Ph.D., is a clinical epidemiologist and medication informatics specialist with more than 10 years of experience in corporate innovation. He has authored more than 10 U.S./global patents and 20 trade secrets in technologies that enable integrated care solutions, cognitive ergonomics, and medication adhernce technologies. Prior to joining RGA, Georgio worked for Philips Group Innovation as a principal scientist in clinical informatics and as a business director responsible for turning novel ideas into business concepts. His most recent experience was in Shanghai where he led a team of innovators who created connected care technologies. In that role he set up a framework for innovating within a business ecosystem to co-create a first-in-kind solution addressing unmet needs in coronary artery disease management.
Alpesh Shah
Senior Partner & Managing Director, The Boston Consulting Group

Alpesh Shah

Senior Partner & Managing Director, The Boston Consulting Group

Mr Shah is a Senior Partner and Managing Director in the Mumbai office of The Boston Consulting Group. He leads the Insurance practice for BCG across the Asia Pacific. He has extensive experience in the financial services space in Asia and specifically India. He is a member of the FICCI Insurance Committee and the CII Asset Management Committee in India. Alpesh has nearly 20 years of experience in Asia, a large part of that in India. Across the Asia Pacific, he has assisted a wide variety of banks, finance companies and insurance companies across a wide range of topics including segment specific strategy development, portfolio analysis, new business launch, break-out growth strategy development, pricing, improving channel effectiveness, operational efficiency enhancement, cost management and reduction, post merger integration, business divestiture and implementation support.
Head of Solutions Consulting, Digital Marketing HK & TW
  • 2016年6月24日

    11:15 am - 12:15 pm: Workshops

Head of Solutions Consulting, Digital Marketing HK & TW

Patrick currently leads the Digital Marketing solution consulting practice in Adobe for the region. With Over 20 years in digital technologies, Patrick started his career in a leading bank in Canada, and subsequently moved on to consulting and helped hundreds of enterprises to identify, rationalize and execute competitive strategies utilizing digital. Patrick’s works span over a wide spectrum of industries such as banking, insurance, retail, telecom and government agencies in both US and Asia.  Prior to joining Adobe, Patrick has held various senior positions in leading companies such as Oracle, IBM, Deloitte in HK and US. Patrick holds a Bachelor of Science and Postgraduate Diploma in Digital Marketing.
Insurance Industry Advisor, Asia Pacific

Insurance Industry Advisor, Asia Pacific

A senior-level business and IT professional with a career spanning 30 years, Timothy leads Fuji Xerox’s regional insurance program. He consults with clients to develop and execute go-to-market strategies for insurers throughout the Asia-Pacific region. Timothy has worked in numerous other industries, including banking, payment, internet, transportation, systems integration, and healthcare. He has a degree in Economics and a Diploma in Asia Pacific Marketing from the National University of Singapore. He holds the following professional qualifications: FLMI, DGIRM, PgMP, PMP, PMI-ACP, ITIL, CGEIT, CRISC, CITPM, COMIT, TOGAF, BCP, and Lean Six Sigma. Timothy is also an adjunct lecturer on strategic IT planning at the National University of Singapore.
, FLMI, AALU, ANZIIF, ACII
Head of Hong Kong and High Net Worth
  • 2016年6月24日

    11:15 am - 12:15 pm:

, FLMI, AALU, ANZIIF, ACII

Head of Hong Kong and High Net Worth

In her role, Carmony Wong oversees pricing, business development, underwriting and claims for RGA Reinsurance Company Hong Kong (RGA Hong Kong), as well as High Net Worth business in the region.  Prior to her current position, Carmony was Head of Underwriting Business Development for RGA Asia.  Carmony first joined RGA Hong Kong in 2001 as an underwriter, and in 2007 was promoted to Assistant Vice President, Head of Underwriting and Claims. She led RGA Hong Kong’s Underwriting and Claims function, supporting clients in Hong Kong and Southeast Asia and participating in product development initiatives. Since 2003, Carmony has also served as Program Director and Secretary of the Hong Kong Underwriting and Claims Association (HKUCA). The HKUCA promotes and develops risk management standards and practices for Hong Kong’s life insurance industry. 

赞助方 / 参展方

Strategic Parter

Sponsors

Media Sponsors

联系 LIMRA 了解详情:

Mr. Jinhai Guo

International Conference Coordinator

LIMRA and LOMA

GUOJ@loma.org