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2016戰略議題大會

健康,科技及更多行業熱點:擁抱客戶日新月異的需求

2016年6月22日 - 2016年6月24日
香格裡拉酒店, 科龍, 香港

概覽

參加學員

這個會議是針對亞太地區開展業務的金融服務和壽險公司的總裁及高管所以設計的:

  • 把握新興市場機遇
  • 從案列與實踐中借鑒經驗 
  • 市場、渠道以及企業管理最新的發展 

重點

請加入我們一起來關注全球和地區問題。您和您的團隊將會獲悉寶貴的資訊能夠在關鍵戰略領域裡成功的推動市場。此外,出席者將有一次難得的機會去結識同行、業內人士及監管機構,從而獲得他們在當今的市場環境下如何走向成功的觀點

翻譯服務

如果請求中文普通話、韓、日、泰和越南語的口譯人數超過16人,就可以提供該語種的口譯。

簽證要求

有些與會人員可能需要獲得進入香港的簽證。在安排行程以前,請您與您所在地的香港大使館或領事館聯繫,以取得最新資訊。用於申請簽證的邀請函僅對已經繳費報名參加大會者發放。如果您需要簽證邀請函,請與國際壽險行銷與研究協會(LIMRA)的梅根(Megan)女士聯繫,電子信箱 mschwartz@limra.com

登記

報名及其費用

2016年5月20日前報名及可節省費用

2016 年 5 月 20 日以前報名:
‰‰LIMRA 和/或 LOMA 會員: 1,195美元
‰‰非會員: 1,790美元

2016 年 5 月 20 日以後報名:
‰‰LIMRA 和/或 LOMA 會員: 1,295美元
‰‰非會員: 1,890美元

通過郵件/傳真報名,請用此表 

或者在線: https://www.etouches.com/138125

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

退款協議

所有的取消和退款申請必須通過書面提交。這些申請將被收取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將退還所有註冊費用。然而,LIMRA不負責所產生的差旅,住宿或其它費用。取消申請應提交至meetings@loma.org

酒店 / 地點

Kowloon Shangri-La

64 Mody Road
Kowloon, Hong Kong,

852-2733 9790

酒店訂房

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

本屆大會客房優惠定價*每天1800港幣,包括高速互聯網和本地電話。 自助早餐每人每天另加43元新幣。
入住時間:下午2:00點以後
退房時間:中午12:00點以前

*以上價格需加收10%的服務費和政府稅。

預定酒店客房:網上預訂:使用團體優惠代碼,訪問 Kowloon Shangri-La 酒店客房預訂網站:LIM260616A

撥打電話:撥打+(852) 2721 2111要提到是參加LIMRA/LOMA戰略問題會議或者報團購價代碼LIM260616A.

議程

講師

CEO
  • 2016年6月23日

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

CEO

We may not be ready for intergalactic travel, but can we reinvent healthcare with a powerful tool like the "tricorder" imagined in Star Trek? Walter De Brouwer founded Scanadu to put the diagnostic power of a hospital in the hands of the consumer. His goal: to build a suite of smartphonesque medical tools that reimagine access to healthcare. Now his latest company, doc.ai, is building a robo-doctor that uses artificial intelligence (AI) to converse with customers about their lab test results — anytime, anywhere, on any device. Prior to Scanadu, Walter also ran One Laptop Per Child Europe and founded Starlab. His companies were involved in two IPOs and the merger of Eunet with Qwest Communications (now CenturyLink).
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.
Assistant Vice President, Assessment and Development Solutions

Assistant Vice President, Assessment and Development Solutions

Rick Funke consults with financial services executives around the world to help them boost profitability by improving sales force effectiveness. With his help, companies maximize the return on their agent recruiting and selection investment — and grow their sales force — by applying competency-based best practices for recruiting, selecting, and retaining top performers. Rick also has extensive experience facilitating and delivering training to agency managers that helps them improve agent professionalism and productivity. Rick is a well-known industry speaker who has presented at many conferences, including GAMA’s LAMP Conference, NAIFA’s Career Conference and Annual Meeting, LIMRA’s Annual Conference, and numerous company meetings.
Entrepreneur, Publisher, and Author

Entrepreneur, Publisher, and Author

Fredrik Härén is an author and speaker on business creativity. His biggest-selling book to date is The Idea Book, which mixes insights and activities to boost creativity. It was glowingly reviewed by Seth Godin and is listed in The 100 Best Business Books of All Time. Fredrik’s next book, The Developing World, delves into the explosion of creativity in developing countries — and lessons that people in the developed world can learn from it. His latest book is One World. One Company, which explores what it means to be a truly global company. Fredrik has delivered over 1,500 presentations in more than 50 countries. He was voted Speaker of the Year in Sweden and is one of only 30 Certified Global Speaking Professionals (GSP) in the world.

公司副總裁兼國際調研、會員業務總經理


公司副總裁兼國際調研、會員業務總經理

Hartshorn先生于2015年加入LIMRA,擔任公司副總裁兼LIMRA國際調研、會員業務總經理,負責北美以外所有地區的客戶發展、開拓與聯絡,以及國際的行業調研。

加入LIMRA之前,Hartshorn先生曾擔任Aetna大中華地區的高級總經理,常駐中國上海,負責Aetna在大中華地區的戰略規劃、政府關係及業務開拓。在此之前,他在Aetna的美國總部、中東地區、非洲的分支機搆工作。在美國,Hartshorn先生領導了多項由政府和企業贊助的大型調研項目。Hartshorn先生畢業于俄亥俄州立大學,擁有工程學士學位和公共行政碩士學位。

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. 

贊助人 / 參展人

Strategic Parter

Sponsors

Media Sponsors

聯絡 LIMRA 瞭解詳情:

Mr. Jinhai Guo

International Conference Coordinator

LIMRA and LOMA

GUOJ@loma.org