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LIMRA-LOMA大中華區人壽保險大會

通過創新實現利潤增長

2015年9月23日 - 2015年9月24日
虹橋萬豪大酒店, 上海, 中國

概覽

參加學員

專門針對有興趣瞭解大中華地區和全球市場發展進程中所面臨問題的大中華區人壽保險和金融服務公司的高管以及專業人士。大會講演針對公司高管、總經理、和部門負責人(包括公司總部和分公司),以及負責戰略規劃、招聘、培訓、分銷和管理的專業人員。

重點

本大會是因應大中華區會員公司的興趣和建議而確定的,尤其是考慮到中國壽險市場的現狀和特殊需求。大會講演來自行業的領袖和專家,他們具有與企業戰略、銷售、管道管理、和培訓相關的、淵博的知識和豐富的經驗。大會期間您可以解決您的具體問題,還可以與同行進行廣泛的交流溝通、建立聯繫。

请继续關注大會的議程以及大會的講演者,這兩項仍在籌備之中。

翻譯服務

本屆大會的工作語言為漢語和英語,如果2015年8月21日之前請求口譯服務的與會人員有16人或更多,大會將提供口譯服務。

登記

報名及其費用:

2015年8月21日前報名可以節省費用

2015 年 8 月 21 日以前報名:
LIMRA 和/或 LOMA 會員: 995.00美元
非會員: 1,490美元

2015 年 8 月 21 日以後報名:
LIMRA 和/或 LOMA 會員: 1,095美元
非會員: 1,590美元

親友: 149美元

通過郵件/傳真報名, 請用此表.

多位報名的優惠折扣:請與Megan Schwartz女士聯繫,電子郵件:mschwartz@limra.com 

酒店 / 地點

虹橋萬豪大酒店
上海長寧區
虹橋路 2270號
中國上海, 200336
電話:+86 21 6010 6000

入住時間為14:00點,退房時間為中午12:00點。

網上預訂: http://www.marriott.com/hotels/travel/shaqi-shanghai-marriott-hotel-hongqiao/

電話:撥打+86 21 6010 6000

議程

講師

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 has over 23 years of consulting experience in large-scale program management and solution delivery. Since joining KPMG’s Shanghai Advisory Services in 2009, numerous multi-channel insurance companies in China have leveraged his technical expertise in data & analytics and digital marketing to better understand and connect with today’s hyper-connected consumers. Matthew also has strong experience in the banking industry.
, Ph.D
Partner, Advisory, PwC China / Hong Kong
  • 2015年9月23日

    9:00 am - 10:00 am: 开幕会议

, Ph.D

Partner, Advisory, PwC China / Hong Kong

Xiaorong is a partner at PwC China / Hong Kong, where he leads the Technology Consulting competency. With over 25 years of IT experience — mostly in Greater China, Asia, and Canada — Xiaorong has led a wide range of mission-critical projects for banks and insurance companies in the areas of IT strategy planning (ITSP), enterprise architecture (EA), and system architecture, implementation, and integration. Prior to joining PwC China, Xiaorong was an Associate Partner with IBM China, and served in a variety of leadership roles such as practice leader, solution leader, engagement partner, and lead architect with IBM China and IBM Canada. 
Chief Investment Officer
  • 2015年9月24日

    10:00 am - 11:00 am: The Relationship Between Risk Control and the Use of Insurance Funds

Chief Investment Officer

Mr. Jing has earned double degrees in finance and accounting, and now has over 19 years of experience working in various financial roles. Prior to accepting his current role at Harvest Fund Management Limited in 2013, he spent most of his career working for American International Group (AIG) International Investment Company in New York and then AIA (China) in Shanghai. With AIG he worked overseas bond investments, analyzing investment-grade bond units and taxable fixed incomes valued at about US$8 billion. After transferring to AIA (China) in 2008, Mr. Jing focused on leading a team of 30 professionals responsible for the investments and management of the company’s fixed-income assets and equity assets, including strategic and tactical asset allocation, strategy development, asset liability management, investment decision approval, risk management, performance measurement and capital operations. 
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.
Robert A. Kerzner, CLU®, ChFC®
President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.
  • 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

Robert A. Kerzner, CLU®, ChFC®

President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.

Bob Kerzner leads the world’s largest association of life insurance and financial services companies. The combined organizations have over 1,200 members in more than 64 countries, including most of the world’s largest life insurance companies. Before joining LIMRA in 2004, Kerzner was executive vice president and head of the individual life division of Hartford Life, Inc. After spearheading the acquisition of Woodbury Financial Services, a national broker-dealer organization with more than 1,800 independent representatives, Kerzner also served as president of Woodbury. Kerzner’s career with The Hartford spanned 30 years from 1974 to 2004. 
, CFP, FLMI, AIAA, ACS, MBA, LLIF
國際人才發展中心總經理
  • 2015年9月23日

    1:30 pm - 2:30 pm: 突破性会议

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

國際人才發展中心總經理

Andy領導著一個全球最大的壽險和金融服務業的培訓及績效發展中心, 幫助LIMRA 的會員公司正確評估當前形勢,制定戰略對策,推動不同國家、層面的多種個險及保險運營措施和策略設計、規劃構想和執行。作為一個國際化的資深壽險專業人士,他在壽險公司成長戰略、營業部產能提升、公司的盈利能力增加等方面都有著豐富的實戰經驗。在2010年加盟LIMRA之前,Andy在AIG 公司紐約總部擔任負責全球個險一線管理人員培訓的副總裁。其間開創了一系列關鍵性的個險措施和戰略,在50多個國家大幅度提升了代理人和營業部經理的產能和績效。 Andy在四個不同國家居住並工作過,這使他在AIG以及其子公司AIA亞洲區和美國本部任職期間發揮了卓越超群的領導力並積累了培養多元文化團隊的豐富經驗。
, M.A.
Director of International Communications
  • 2015年9月24日

    4:00 pm - 5:00 pm: 闭幕主题讲演:互联网公司的思考

, M.A.

Director of International Communications

Kaiser Kuo is director of international communications for China’s leading search engine, Baidu. He is one of the most highly-rated communications professionals in the world, and has been named to the Holmes Report Influence 100 list for three consecutive years. Kaiser is also well known as a writer, rock musician, and commentator on technology, society, and politics. He hosts the popular Sinica Podcast, which is a weekly discussion of current affairs in China that features leading journalists, businesspeople, and academics. Before joining Baidu, Kaiser served as an international business and media relations consultant for Youku.com (China’s leading Internet video site) and was an advisory board member to several Internet-related start-up companies. Kaiser co-founded China’s first successful heavy metal band, Tang Dynasty, in 1988 and remains active in the Chinese music scene as lead guitarist of the metal band Chunqiu (Spring & Autumn). His monthly column in Beijing’s premiere English-language magazine, The Beijinger, ran from 2001 to 2011, and an anthology of columns titled Ich Bin Ein Beijinger was published in June 2009. He was named one of the global top 100 Twitter users by Foreign Policy magazine in three consecutive years, and was named at Top Writer on the website Quora.com for 2013, 2014, and 2015. Kaiser received a B.A. in Political Science from the University of California, Berkeley, and an M.A. in East Asian Studies from the University of Arizona.
, 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.
CEO and President
  • 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

CEO and President

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: 改變消費者的行為,提升保險的盈利性

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.
Lu Rongyan
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:

Lu Rongyan

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

With over 21 years of industry experience, Mr. Lu is regarded as a pioneer of mobile marketing in China’s life insurance industry. Prior to his current roles with The Insurance Business Research Institute and Shenzhen Palm Business Mobile Technology Development Co., Ltd., Mr. Lu worked for some of China’s top insurance providers, including Ping An, CPIC, and Qianhai. He is the visionary behind the first mobile platforms, mobile marketing, and mobile sales of China’s life insurance industry. Mr. Lu will draw on his wealth of knowledge and share his predictions on the future of mobile and insurance.
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
Board Director and Chief Executive Officer
  • 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

Board Director and Chief Executive Officer

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

Jing Xu plays an integral role in the identification, design, and implementation of research projects in the Greater China Region, including publishing and presenting findings. The research projects have covered a broad range of topics, including agency distribution challenges in China, bancassurance practices around the world, and consumers’ retirement perceptions in China. Prior to joining LIMRA in 2004, Jing conducted market research in the fast-moving consumer goods (FMCG) industry.  Jing earned an MBA in Marketing and Finance from the Georgia Institute of Technology and a BA in English from the Foreign Affairs College in Beijing, China. 
Chairman and General Manager of CPIC Life
Chairman of Changjiang Pension
Director of CPIC AMC

Chairman and General Manager of CPIC Life
Chairman of Changjiang Pension
Director of CPIC AMC

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.
Director and General Manager
  • 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.

Director and General Manager

Mr. Zhang started his career with Ping An Insurance Company back in 1993, working as assistant to General Manager of Sichuan Branch.  He eventually took on the role of Deputy General Manager of Chongqing Branch with Ping An before moving to be General Manager of Taiping Life Insurance Co. Ltd. Sichuan Branch in 2001.  In 2007 he was promoted to a Deputy General Manager of Taipineg Life Insurance Limited, and then in 2012 he was appointed to his current position as Director and General Manager of Taiping Life.

贊助人 / 參展人

精英贊助商

獨家再保險贊助商

贊助商

媒體贊助商

聯絡 LIMRA 瞭解詳情:

Mr. Jinhai Guo

International Conference Coordinator

LIMRA and LOMA

GUOJ@loma.org