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2016 亚洲营销大会

未来的专业顾问

2016年11月17日 - 2016年11月18日
皇家兰花喜来登酒店, 曼谷, 泰国

概览

参加的学员

参与营销管理的保险和金融服务的专业人士,包括但不限于:营业部、银行、和分销渠道的负责人,招聘主管,负责业务员培训的经理,和营销经理。

闭幕主题讲演

  Eric Tian

 Eric Tian 先生 
 微信(WeChat)前营销与合作部主管
 Nice (Instagram中国部)市场总监


尊敬的营销主管Eric Tian先生最近加入了Nice,负责市场营销,公关,销售和贸易。Nice是中国最受欢迎的图片社交应用公司。 这之前,Tian先生在微信(WeChat)领导并创造了辉煌的营销业绩,建立了令人瞩目的合作伙伴关系,包括NBA、LinkedIn、可口可乐、eBay、香奈儿(Chanel)、思科(Cisco)、和中国中央电视台的农历新年晚会。 Tian先生也曾在耐克(Nike)工作,在那里他领导创立了其公司的篮球、乔丹(Jordan)、集训品牌系列。 他的职业生涯起步于北京的李宁体育用品公司,曾经被该公司任命为驻美国波特兰的高级产品经理。

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。

请贵司尽早报名注册,掌握行业的最新发展趋势,分享专业调研成果,对未来做出明智的预测:

  • 吸引跨世纪的年轻客户   
  • 建立和扩大独立代理人分销渠道   
  • 强化营业部总经销   
  • 培养顶级的销售经理   
  • 利用社交媒体提高销售业绩   
  • 银行保险合作模式的成功典范   
  • 拥抱数字时代   
  • 仅举上述几例!   

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。

点击查看去年亚洲渠道会议概况

注册

Thank you for your interest in the LIMRA and LOMA Asia Distribution Conference. Due to high demand, we have run out of seats for the conference. Registration is now closed.

We look forward to seeing you at future conferences. Please contact Ms. Megan Schwartz if you have any questions at mschwartz@limra.com

Cancellation Policy 

All cancellations and refund requests must be received in writing. These requests carry a $100.00 U.S. administrative charge. Full refunds minus the administrative fee will be granted on written requests received no later than ten business days before the meeting. No refunds will be granted if the request is received within ten business days of the meeting. If for any reason a meeting is cancelled, the Conference Organizers will refund the total registration fee. However, the Conference Organizers will not be responsible for any travel, hotel accommodations or other costs incurred. Cancellation requests should be submitted to meetings@loma.org.

酒店 / 地点

皇家兰花喜来登酒店
2 Charoen Krung Road
Soi 30 Captain Bush Lane, Siphaya, Bangkok
Bangkok 10500 Thailand
电话:+66 (2) 266 0123

请使用2016LIMRA/LOMA亚洲营销大会 》的优惠价格预定酒店:

  • 豪华江景房 - THB5200泰铢(单人)/ THB5800泰铢(双人间)
  • 俱乐部行政间 - THB7700泰铢(单人)/ THB8700泰铢(双人间)

上述价格包括10%的服务费和政府税。 

本《亚洲营销大会》的优惠价格开始于大会以前的三天,结束于大会以后的三天,其中包括:

  • 天的自助早餐
  • 江景房的美景
  • 在客房的高速上网(4台设备同时上网)
  • 免费迎宾饮料
  • 客房的迎宾水果和免费迎宾瓶装饮用水
  • 客房的免费咖啡、免费茶
  • 免费使用桑拿浴室和高科技健身设施
  •  入住时间为下午15:00点,退房时间为中午12:00点。

预定酒店优惠价格的截止日期是:2016101420161014日以后的酒店预定将视酒店的情形而定。所以,请您一定尽早预订酒店!

 预定酒店客房:http://www.royalorchidsheraton.com/cn

 签证要求:

部分与会者可能需要签证方可进入泰国。安排行程前,您应联络您所在地的泰国大使馆或领事馆,以便取得最新信息。签证邀请函仅发放给已付费报名的与会者。如需邀请函,请联络 LIMRA 的 Megan Schwartz 女士,电子邮件: mschwartz@limra.com.

议程

讲师

Chief Executive Officer 

Chief Executive Officer 

Scott is a passionate banking innovator with a love of helping people gain better access to their money and the tools to manage it. Along with Movenbank founder Brett King, Scott is challenging the entrenched paradigms of banking with disruptive new mobile services aimed at consumers and emerging markets. He ties the modern trends of social media and mobile services with the age-old business of banking with ease. Scott is a charismatic and knowledgeable speaker, unafraid to challenge the existing financial services industry and banking start-ups alike, and holds the rare gift of possessing technological insight and an understanding of the consumer mindset. He has presented keynote addresses throughout the world and was listed in the OboPay Influencers Report as the number one influencer on Twitter for Mobile Commerce, Mobile Banking, Mobile Payments & Mobile Money.
公司的合伙人(亚太地区)
  • 2016年11月17日

    3:45 pm - 5:00 pm: 执行委员会:提高顾问素质和生产力

公司的合伙人(亚太地区)

Baloch先生是Marlin Hawk猎头公司的合伙人和领导能力专家。 他的业务专长集中于亚太地区的金融服务业和保险业。 他还负责其猎头公司的全球业务,在全球所有的地区提供高质量的客户体验。 Baloch先生来自德国,但他的猎头经历遍布全球,包括德国、中东欧、和亚洲。 他曾经在东京、新加坡、和香港设立总部,为整个亚太地区提供变革时代的高级管理人才,实现高绩效的领导。 他发现的高级人才在跨职能领导方面拥有良好的记录,Baloch先生对未来数字化转型的领导能力特别关注。
Chief Executive Officer, Group Agency Distribution
  • 2016年11月17日

    3:45 pm - 5:00 pm: 执行委员会:提高顾问素质和生产力

Chief Executive Officer, Group Agency Distribution

Joe Cheng leads AIA Group’s agency distribution system. He formulates the overall strategy that delivers on short- and long-term business objectives. During his 28 years with AIA, Joe has held a number of important roles including General Manager for Macau, General Manager for Shenzhen, and Chief Agency Officer for AIA Hong Kong. Over the past five years, Joe has very successfully led the Premier Agency transformation for AIA Hong Kong and Macau with the launch of AIA Premier Academy, Gen Y Club, and the Revitalisation Programme. These programs have elevated recruitment quality, sales activity, and productivity — and significantly increased the number of MDRT qualifiers. Joe holds a B.A. in Industrial Relations and Economics from The University of Kent at Canterbury, UK. His commitment to others’ success includes acting as a business volunteer in Junior Achievement Hong Kong.
, FSA
Head of AIA Vitality
  • 2016年11月18日

    9:00 am - 9:45 am: Wellness Trends, Customer Engagement, and Shared Value

, FSA

Head of AIA Vitality

Terry Cummings has over 20 years of international life insurance experience covering Asia, the Middle East, Europe, and North America. He has held senior management positions including Chief Operations Officer, Chief Marketing Officer, and Chief Actuary with major multinational life insurers and consulting firms. Terry’s areas of practice include product development, distribution, marketing, operational efficiency, financial reporting, mergers, acquisitions, and distribution agreements.
, LUTCF, CLTC

 Regional Director, Agency & Broker Distribution, Asia 

  • 2016年11月17日

    10:30 am - 11:15 am: 从基础开始建立营业部

, LUTCF, CLTC

 Regional Director, Agency & Broker Distribution, Asia 

James DeLong has a broad range of leadership experiences in all aspects of insurance distribution, marketing, product development, and financial P&L management. This includes direct experience restructuring agency distribution and other channels, corporate business consulting, and training and development. He has held a variety of senior positions in life, retirement, and general insurance operating companies within Asia and the U.S., including Chief Commercial Officer for AIG New Zealand; Regional Director of Group & Employee Benefits, Individual Medical & Credit Life, for AIG; and Vice President, Financial Securities & Insurance Distribution, for Allstate Insurance Company. Based in Asia since 2002, James has led and developed distribution channels in numerous countries throughout the region.
Partner
  • 2016年11月18日

    9:45 am - 10:30 am: 把握未来:保险规范

Partner

Jonathan Goacher leads the corporate insurance practice in Asia for DWF LLP, an award-wining legal business with 27 offices across four continents and 2,800+ staff. He has over fifteen years of experience at leading international law firms, advising life and non-life insurers & reinsurers, insurance brokerages & agents, loss adjusters and other insurance organizations on how to start and conduct business in Asia. His practice deals with matters such as business establishment, joint ventures, public and private mergers & acquisitions, complex corporate reorganizations, capital and solvency requirements, portfolio transfers, reinsurance, currency controls, sanctions and regulation of cross-border insurance business. Jonathan began his legal career in the United Kingdom and he is also a licensed attorney in New York.
Head of Delivery & Services

Head of Delivery & Services

John Huynh heads the Delivery and Services team for EAB Systems, a leading enterprise software company in the Asia Pacific. He and his team help companies accelerate product introductions to markets, enhance distribution capabilities, and automate administration processes. For the past decade, John has focused on business process improvements and system solution implementations for the life insurance industry. He leads business analyses and feasibility studies for large enterprise resource planning (ERP) projects that integrate applications, improve business management, and automate back office functions. He has held senior business analyst, project management, and consulting roles for CLDS, Ageas, AXA, IBM, PwC, Zurich Financial, and Suncorp.
, CFP, FLMI, AIAA, ACS, MBA, LLIF
国际人才发展中心总经理
  • 2016年11月17日

    3:45 pm - 5:00 pm: 执行委员会:提高顾问素质和生产力

, 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。
, MBA, MSc
Regional Director, Digital Strategy and Solutions, Asia
  • 2016年11月17日

    1:30 pm - 2:15 pm: 成功的全方位渠道销售方法

, MBA, MSc

Regional Director, Digital Strategy and Solutions, Asia

Valer Merenyi is a seasoned digital business builder and financial services executive with 20 years of experience in strategic projects and programs in retail banking, corporate banking, and insurance. He has held a number of senior positions in financial services and consulting companies across Asia and Europe, often with a significant responsibility for IT and/or change initiatives. Over the past few years Valer has led the front office transformation program of a UK bank's international wealth business, built a robo-adviser proposition for a German direct bank, and initiated and ran the Intelligent Assistant program of a Dutch retail bank. Back in Asia since May 2016, Valer is leading Ageas' digital efforts across various channels and 7 countries.
Executive Director, Regional Bancassurance

Executive Director, Regional Bancassurance

Fabian Ng recently joined DBS Group to lead all General Insurance distribution channels for Singapore, Hong Kong, Indonesia, China, India, and Taiwan. He is focused on bringing in new technologies and lead allocation models to improve productivity. Fabian’s long career in insurance and financial services began with AIA Singapore and has included senior leadership roles with AIG, its subsidiaries AIA and ALICO, Ernst & Young, Great Eastern Life, ReMark Asia Pacific, and UOB Bank. At these companies, he has led successful distribution channel startups and greatly expanded sales through existing channels, including agency, bancassurance, direct, and worksite.
CEO, RGA Korea and CMO, Asia
  • 2016年11月17日

    3:45 pm - 5:00 pm: 执行委员会:提高顾问素质和生产力

CEO, RGA Korea and CMO, Asia

Michael Shin is Chief Executive Officer of RGA Reinsurance Company Korea Branch (RGA Korea), with executive oversight of all business activities in Korea. He also serves as Chief Marketing Officer, Asia, with responsibility for RGA’s Asia Pacific region. His insurance industry experience spans nearly three decades. Prior to joining RGA, he served as Executive Vice President and Chief Marketing and Distribution Officer of New York Life Korea (now ACE Life), where his responsibilities included agency distribution, marketing, product design, and oversight of Corporate Communications. He was also with Samsung Life Insurance South Korea, where he was Corporate Vice President, Channel Strategy and Planning, and Senior Vice President and Chief of Advisors and the Financial Planning Center. Earlier, Michael spent more than 15 years with Prudential Financial Insurance, where he was Managing Director for the Asian market in the United States.
FinTech Thought Leader
Spokesperson, IBM Risk and Investment Analytics

FinTech Thought Leader
Spokesperson, IBM Risk and Investment Analytics

Paolo Sironi is a recognized author of portfolio management and financial innovation. In his current role he links strategic innovation in Finance and Technology, demonstrating international expertise in Wealth and Asset Management, Risk Management, Trading and Technology. A pioneer in understanding the practical implications of AI and FinTech digitalization to manage institutional risks and personal wealth, he founded a FinTech joint-venture (2008) to integrate investment management and Goal Based Investing principles. The company became a part of IBM (2012) following the acquisition of funding partner Algorithmics, a world leader of risk management architectures. Paolo has a decade-long quantitative expertise; he was previously head of market and counterparty risk modeling at Banca Intesa Sanpaolo. Author of “FinTech Innovation: from Robo-Advisors to Goal Based Investing and Gamification”, “Modern Portfolio Management: From Markowitz to Probabilistic Scenario Optimisation”, and co-author of “The FinTech Book”. Paolo’s posts can be read on LinkedIn, Twitter @thepsironi or his personal website thepsironi.com.
Managing Director, APAC
  • 2016年11月18日

    11:00 am - 12:30 pm: The Digital Advisor Journey

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.
Hugh Terry
创始人, The Digital Insurer
  • 2016年11月18日

    11:00 am - 12:30 pm: The Digital Advisor Journey

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。
微信(WeChat)前营销与合作部主管
Nice (Instagram中国部)市场总监
 

微信(WeChat)前营销与合作部主管
Nice (Instagram中国部)市场总监
 

尊敬的营销主管Eric Tian先生最近加入了Nice,负责市场营销,公关,销售和贸易。Nice是中国最受欢迎的图片社交应用公司。 这之前,Tian先生在微信(WeChat)领导并创造了辉煌的营销业绩,建立了令人瞩目的合作伙伴关系,包括NBA、LinkedIn、可口可乐、eBay、香奈儿(Chanel)、思科(Cisco)、和中国中央电视台的农历新年晚会。 Tian先生也曾在耐克(Nike)工作,在那里他领导创立了其公司的篮球、乔丹(Jordan)、集训品牌系列。 他的职业生涯起步于北京的李宁体育用品公司,曾经被该公司任命为驻美国波特兰的高级产品经理。
Co-Founder and Executive Director

Co-Founder and Executive Director

Over 2+ decades of experience in Insurance domain across Asia, his expertise lies in successfully engaging with Insurers for their distribution transformation programs and digital initiatives. In recent years, he has championed various initiatives with the leading global insurers in Asia for Digital Distribution and Core Operational Process Transformations.
He has an engineering degree and is a post-graduate in management (Marketing).
As one of the Co-founder & Executive Directors of C2L BIZ, he is responsible for Sales & Marketing, Business Growth and Managing Customer Relationships. He is a speaker and thought leader in various industry fora and summits.

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。 

Senior District Director
  • 2016年11月17日

    11:15 am - 12:00 pm: 培养顶级代理经理

Senior District Director

Marcus Wong has been a financial planner for AIA since 1997. He has won numerous management awards from GAMA including their prestigious Frontline Leader Award, International Management Award, Best Growth Award, and Master Agency Award. He is a life member of MDRT and a founder and Team Builder of a “ Round Table Family”, with 4 districts, 300 agents, and an average of 30 Million US Dollars FYP per year.

赞助方 / 参展方

感谢2016年的赞助商

Media Partners

联系 LIMRA 了解详情:

Ms. Trish Sasso, BS, MLS

International Conference Coordinator

LIMRA and LOMA

psasso@limra.com