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2016 Latin American Bancassurance Conference

4/21/2016 - 4/22/2016
Panamericano Buenos Aires Hotel & Resort, Buenos Aires, Argentina

Overview

Who Attends

Executives and their teams at insurance companies and banks who are responsible for bancassurance strategy, sales, distribution, marketing, and training.

Highlights

This conference will bring together case studies, research, and success models in bancassurance for banks and insurance companies. You and your team will learn crucial success factors for profitable growth from industry leaders and bancassurance experts. Topics being planned include:

• A global overview of the bancassurance markets
• Sales Segmentation Strategies
• Compensation Models
• Best Practices in training the bank sales and service teams
• Types of Technology used in different bancassurance models
• Insights from LIMRA and FIDES on the future of regulation following the new United Nations Guidelines on Consumer Protection in the Financial Services Industry.
• European case study
• Brazilian Market case study
• Meeting the Rapidly Changing Demands & Expectations of Tomorrow’s Consumer

Please continue to check back for additional details and updates.

Interpretation Services

Interpretation will be offered into English, Spanish, and Portuguese at no additional cost.

Speakers

Francisco Astelarra
Representative of FIDES

  • Thursday, April 21, 2016

    3:45 p.m. - 4:45 p.m.: Insights from LIMRA and FIDES

Francisco Astelarra

Representative of FIDES

Francisco holds a degree in economics from the Catholic University of Argentina and completed his postgraduate studies at IESE, Spain. He has held a variety of prestigious positions over the span of his career, including Director General of Insurance Companies and managers of pension funds, chairman of the Center for Research and Training Insurance (CIFA), Secretary General and Executive Director of AVIRA, and Superintendent of Pension Fund Administrators and Pension. He is currently President of the Argentina Association of Insurance Companies.
Verónica Basco, MBA
Regional Affinity Head Latam, Willis Towers Watson

  • Friday, April 22, 2016

    11:30 a.m. - 12:45 p.m.: Panel: Eye on the Future: Meeting the Rapidly Changing Demands & Expectations of Tomorrow’s Consumer

Verónica Basco, MBA

Regional Affinity Head Latam, Willis Towers Watson

Drawing on 25 years of industry experience, Verónica leads Willis’ direct-to-consumer bancassurance marketing in Argentina, Brasil, Chile, Colombia, México, Perú, and Venezuela. Prior to joining Willis in 2014, Verónica was Commercial Direct Marketing Director for MetLife Brasil. During her career, she has also served in leadership roles at ALICO Insurance Co. Argentina, ACE Insurance Co., Caja de Ahorro y Seguro Argentina, and CIGNA Insurance Company Argentina. Verónica earned her MBA at the Universidad Austral IAE Business School.
João Batista Mendes Angelo
Diretor de Produtos Related e Previdência, Zurich Santander Brazil

  • Thursday, April 21, 2016

    11:15 a.m. - 12:15 p.m.: Incentive Compensation: A Case Study with Pension Plans

João Batista Mendes Angelo

Diretor de Produtos Related e Previdência, Zurich Santander Brazil

Joao Batista is Director of Pension Products with Zurich Santander. He graduated in Accounting from Universidade de Brasília, with post degree work in public and private pension systems, and an MBA in finance from the PUC and strategic management of people at INSEAD-Dom Cabral Foundation. He has worked in the insurance and pension market for 20 years with both Caixa Vida e Previdência and Brasilprev. Alongside his current executive role, he holds the position of Executive Officer at FENAPREVI.
Eduardo Cassese
Private Consultant & Independent Director, Supervielle Seguros

  • Friday, April 22, 2016

    11:30 a.m. - 12:45 p.m.: Panel: Eye on the Future: Meeting the Rapidly Changing Demands & Expectations of Tomorrow’s Consumer

Eduardo Cassese

Private Consultant & Independent Director, Supervielle Seguros

Cassese has more than three decades of experience in the Insurance Industry, and is currently Independent Director of Supervielle Seguros, Argentina. He has also worked as Private Consultant since retiring from AIG in 2011.  He held various positions with a large range of responsibilities over the course of his career, and in 1999 was promoted to Regional Vice President where he oversaw the Group Life & Health business in Latin America and was responsible for Strategic Planning, Distribution, and the Top and Bottom line results. In 2002 he took over as CEO of ALICO Argentina & Uruguay, and over the next eight years led both companies to excel as market leaders, pioneering the development of Mass Marketing of Accident & Health products. He earned his Certified Public Accountant & Bachelor in Business Administration from Universidad de Buenos Aires.
Francisco Valenzuela Cornejo
Director Regional América Latina, BNP Paribas Cardif

  • Friday, April 22, 2016

    11:30 a.m. - 12:45 p.m.: Panel: Eye on the Future: Meeting the Rapidly Changing Demands & Expectations of Tomorrow’s Consumer

Francisco Valenzuela Cornejo

Director Regional América Latina, BNP Paribas Cardif

Francisco Valenzuela joined BNP Paribas Cardif in 1997 where he was appointed CEO in Chile, a position that he carried until January 2012 with the responsibility to manage the first steps of the company in the country, building strong partnerships in retail and banking, and developing distribution channels. In early 2010, he became Head of BNP Paribas Cardif Latin America. Following his experience in Chile, he took the commission to lead de development of the Company in the 6 countries of the region (Argentina, Brazil, Chile, Colombia, Peru and Mexico), and since January 2012 he is member of the board of Directors of BNP Paribas Cardif worldwide. Prior to BNP Paribas Cardif, Francisco worked with La Interamericana, an insurance company of the AIG Group, and at Cigna. 
Alain Enault
Regional Manager Iberia, Switzerland & Latin America, Efma

  • Friday, April 22, 2016

    9:00 a.m. - 10:00 a.m.: A European Case Study - Potential Pitfalls and Benefits in Bancassurance

Alain Enault

Regional Manager Iberia, Switzerland & Latin America, Efma

Alain has a diverse career in banking, credit cards, and financial services. At Efma (an international association of 3,300 retail financial services institutions from 130 countries), he is responsible for directing Cards & Payments Council and the Insurance Council, managing four annual conferences, and recruiting new members. His previous experience includes establishing the Spanish operation of Société de Prévoyance Bancaire (SPB), where he partnered with international underwriters to create new products and also developed loyalty programs with partnering banks. Prior to that he was Marketing Manager of Card Products for Visa Cards, Paris. He helped triple their card base in just 5 years, developed new products, and also supported staff training at member banks. Alain earned his MBA at the City University of New York.
Edgar Karam Kassab
Director of Business Development and Customer Segmentation, BBVA Bancomer

  • Friday, April 22, 2016

    11:30 a.m. - 12:45 p.m.: Panel: Eye on the Future: Meeting the Rapidly Changing Demands & Expectations of Tomorrow’s Consumer

Edgar Karam Kassab

Director of Business Development and Customer Segmentation, BBVA Bancomer

Edgar has over 25 years of experience in the financial sector, Brokerage Firms, Banks and Insurance Companies, in positions in different areas. In his position with BBVA Bancomer, he is responsible of overall company sales through different channels, as well as after-sale services of all products and services. Edgar is a regular speaker at Seminars and Conventions of Insurance Distribution Channels, funding for the Micro, Small and Medium-sized enterprises, bancassurance models and Information Systems in the Insurance sector; he is also co-Chair of AMIS´ Distribution Channels Committee and is in charge of relations with the authorities, as well as being a member of the Development Committee of Banking Business.
Shefali Khera
Chief Operating Officer, Agile Financial Technologies

  • Thursday, April 21, 2016

    2:30 p.m. - 3:30 p.m.: Technology for an Efficient & Agile Bancassurance Practice

Shefali Khera

Chief Operating Officer, Agile Financial Technologies

Shefali Khera is a seasoned professional and thought leader in the space of Bancassurance technology. She has spent the last 2 decades in various roles across the Banking, Financial Services & Insurance (BFSI) ecosystem. As the COO of Agile Financial Technologies based in New York, she spearheads innovation in Bancassurance technological platforms. Armed with a Distinction in her MBA in International Banking and International Business, she has done business in over 20 countries deploying technology as the growth driver for her client organizations. She is a member of the prestigious CIW charter and the editor of Agile Financial Times which features case studies and white papers on Bancassurance. At a personal level, she has interests in Mass Communication, Literature & Fine Arts.
Juan Carlos Martinez
Banassurance Manager, Suramericana

  • Thursday, April 21, 2016

    9:45 a.m. - 10:45 a.m.: A Different Perspective for Achieving Bancassurance Success

Juan Carlos Martinez

Banassurance Manager, Suramericana

Juan Carlos is responsible for the Bancassurance strategy of Suramericana in Colombia, as well as its subsidiaries in Central America and the Caribbean. He began at Suramericana as an actuary for the team that started bancassurance distribution, and for the last 12 years has now been at the forefront of the consolidation of the different channels.  Under his leadership, Suramericana has become a market leader for Bancassurance in Colombia.  He is an Industrial Engineer with a specialization in International Marketing, and has taken numerous courses and trainings related to mass sales, finance, structuring and channel development.
Carlos Islas Murguía
Member Development Director, Mexico, LIMRA and LOMA

  • Thursday, April 21, 2016

    12:15 p.m. - 1:15 p.m.: Using Training to Drive Sales

Carlos Islas Murguía

Member Development Director, Mexico, LIMRA and LOMA

For more than 25 years, Carlos has worked for in the insurance and banking sectors in several positions as officer in various insurance companies; most recently as director of AXA Corporate University leading a new distribution channel, overseeing 300 direct agents in two different cities.

He was Risk Management Director in Grupo Financiero Promex Finamex, and prior to this, he was an insurance agent for Grupo Nacional Provincial, holding important positions in sales and attending Conventions every year.

He served as co-Chair of AMIS´ Distribution Channels Committee, participated as a spokesperson promoting an insurance culture in national media in programs such as Fernanda Familiar, was a columnist for Forbes Magazine and was on TV for more than 2 years in Excelsior TV with journalist Rodrigo Pacheco.

Academically, Carlos has a degree in Business Administration from La Salle University, a degree in Psychology from the University of the Valley of Mexico, a Master´s Degree in Clinical Psychology and a Ph.D. in Neuropsychoanalysis from the Intercontinental University. 

Ian J. Watts
Senior Vice President and Managing Director, International Operations, LIMRA and LOMA

Ian J. Watts

Senior Vice President and Managing Director, International Operations, LIMRA and LOMA

Ian Watts leads the LIMRA and LOMA operations that help member companies in Asia, Latin America, Africa, and the Middle East achieve their business objectives. Prior to joining LIMRA and LOMA in 2013, he was Global COO at ACE Life International, where he was responsible for their day-to-day operations and new business development. He has held CEO positions in India and China for AIG and AIA, and has extensive global experience in the UK, EMEA and Latin America.

Agenda

Registration

Registration Fees

Register by March 21, 2016:
LIMRA, LOMA or AVIRA Member: US$750
Nonmember: US$850

Register after March 21, 2016
LIMRA, LOMA or AVIRA Member: US$850
Nonmember: US$950

Mail-Fax Registration form

Cancellation Policy

All cancellations must be received in writing. Cancellations received before March 21, 2016, will be refunded, less a $75 processing fee. Cancellations received from March 21, 2016, to April 8, 2016, will be refunded, less a $275 processing and administrative fee. No refunds will be issued after April 8, 2016.

In the event that a scheduled meeting or event is cancelled by LIMRA/LOMA for any reason, LIMRA/LOMA shall refund any conference registration fees that have been paid by the registrant. Under no circumstances, however, shall LIMRA/LOMA be liable to the registrant for any other expenses including, but not limited to, airfare and hotel expenses incurred by the registrant.

Hotel / Venue

Panamericano Buenos Aires Hotel & Resort
Carlos Pellegrini 551
Buenos Aires, C1009ABK, Argentina

The Panamericano Hotel is currently sold out.  We recommend that you contact the NH Tango Hotel, which is directly across the street from the Panamericano Hotel.  More information on this hotel can be found online at http://nh-hotels.com/hotel/nh-buenos-aires-tango

Airport Transfers and Onsite Activities: Once you have made your flight arrangements, you can book airport transfers from EZE (US$60 each way) with 4tourists via email at pablo@4tourists.com.ar. Extracurricular activities and tours during your stay in Buenos Aires can also be booked with them; please click here for options and prices.

Become a Sponsor or Exhibitor

Sponsors and Exhibitors

Sponsors

Contact us to learn more:

Megan Schwartz

International Operations Manager

LIMRA and LOMA

+1 860 298 3929

mschwartz@limra.com

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