2016 亚洲营销大会

• 2016年11月17日

  10:30 am - 11:15 am: 从基础开始建立营业部

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, LUTCF, CLTC

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.

• 2016年11月18日

  9:45 am - 10:30 am: 把握未来：保险规范

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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.

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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.

• 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

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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。

• 2016年11月17日

  1:30 pm - 2:15 pm: 成功的全方位渠道销售方法

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, MBA, MSc

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.

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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.

• 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

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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.

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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.

• 2016年11月18日

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

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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.

• 2016年11月18日

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

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Hugh Terry

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。

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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。

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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.

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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。 

• 2016年11月17日

  11:15 am - 12:00 pm: 培养顶级代理经理

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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.