2020 Latin American Virtual Conference

• Tuesday, October 6, 2020

  9:30 a.m. - 9:35 a.m.: Welcome and Opening Remarks

• Wednesday, October 7, 2020

  9:40 a.m. - 10:45 a.m.: Concurrent Sessions

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Thad Burr

Thad Burr has extensive business development, M&A, and business-turnaround experience. He has launched several start-up operations for companies expanding into new markets and countries. In Thad’s current role at LIMRA and LOMA, he leads the team of representatives in Latin America, the Caribbean, and English-speaking Asia responsible for delivering member benefits. Previously, he was the Partner heading Mercer’s Latin America Retirement and Pensions Practice. Before that, he worked at Aetna, Inc., to expand their business in Latin America and the Caribbean, including health and dental benefits; life and disability insurance; health care technology and analytics; and health management solutions. He joined Aetna from ACE Life, where he was Regional Division President for Latin America, and launched and managed the ACE life insurance business in nine countries in the region. Previously, he worked for MetLife, where he served in several leadership positions, including establishing and directing MetLife's Brazilian subsidiary. In his more than 20 years' experience, he has managed operations in several countries in the Americas, including Argentina, Brazil, and Mexico.

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Scott Campion

Scott is a Partner in Oliver Wyman’s Insurance practice. He has spent the past thirteen years consulting to the financial services industry, focusing primarily on life insurance clients. Scott graduated magna cum laude from the University of Pennsylvania and holds bachelors degrees in both Business and Engineering.

• Thursday, October 8, 2020

  9:40 a.m. - 10:45 a.m.: Concurrent Sessions

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Felipe D' Arco

Executivo de Comunicação e Tecnologia, palestrante, Professor convidado do curso de pós Gradução da Escola de Comunicações e Artes da USP - Universidade de São Paulo. Atuou em grandes projetos de de transformação cultural e digital, através do Workplace from Facebook, em empresas na América Latina e Caribe. Atuou em um dos maiores projetos de implementação de  Modern Workplace na América Latina, na Petrobras, conectando mais de 73 mil colaboradores. Referência em adoção de novas tecnologias e tendências para ambientes de trabalho mais produtivos e humanizados.

• Wednesday, October 7, 2020

  9:40 a.m. - 10:45 a.m.: Concurrent Sessions

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Marcela Diaz Velez

A Production Engineer with a Master of Business Administration from EAFIT University, Marcela has been working for Sura Colombia for 18 years and has comprehensive experience in different areas of the Company: management of technology teams and leadership of strategic projects for business transformation, processes and technology; commercial management of large accounts generating negotiations and an important relationship with clients. She is also responsible for the design and development of products for partners.

• Tuesday, October 6, 2020

  11:00 a.m. - 12:00 p.m.: Concurrent Sessions

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Juan Pablo Estavillo

Academic achievements, certifications and awards include: APS Professional Insurance Advisor, APSS Senior Insurance Professional Advisor, CLI Certificate in Life Insurance, awarded by The American College, LUTCF Life Underwriter Training Council Fellow, awarded by The American College, MSP Master in Personal Insurance, MDRT Member of the Million Dollar Round Table, Marketing Lic, ITAM Personal Finance, and the IQA and IAP award from LIMRA.

• Tuesday, October 6, 2020

  11:00 a.m. - 12:00 p.m.: Concurrent Sessions

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Orlando Farías

Orlando is a member of the MDRT (Million Dollar Round Table), an international association based in the USA, which brings together the most prominent producers of Life and Health insurance from around the world. He has won the Breaking Limits Campaign for 3 consecutive years, since its inception in 2016, a special recognition granted exclusively to GNP Directors for meeting exceptional sales goals and proving that limits do not exist. Preparation and professionalism are very important to Orlando, as proven by the many certifications he has obtained throughout his career, including: APS Professional Insurance Advisor; APSS Senior Professional Insurance Advisor; CLI Certificate in Life Insurance, awarded by The American College; LUTCF Life Underwriter Training Council Fellow, awarded by The American College; FSS Financial Services Specialist, awarded by The American College; MSP Master in Personal Insurance;  and a Member of the Million Dollar Round Table MDRT.

• Wednesday, October 7, 2020

  9:40 a.m. - 10:45 a.m.: Concurrent Sessions

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Victor Feldmann Gonzalez

Victor Feldmann joined SMNYL in 2006 as Zone Director, and spent his first 3 years with the company increasing sales and developing a solid team both within the office as well as among the sales force. In 2008, Victor was promoted to Chief Agency Officer (Personal Lines), where he continued to increase sales and overall profitability. Under his direction, SMNYL has become the company with the highest number of MDRT members (Agents) for Mexico and Latin America and Aspro – Gama associates (Promotors) for Mexico. Before joining SMNYL, Victor worked in several Financial Companies such as ING, Finamex, Consultoría Internacional and Operadora de Bolsa, and in the Telecommunication sector as well, as Executive Director of Axtel. Victor holds a Master on Business Administration (MBA) from the IPADE Business School Mexico, and studied in a Business Management Program at UCLA in Berkeley as well as Finance and Marketing Programs in UIA.

• Thursday, October 8, 2020

  9:40 a.m. - 10:45 a.m.: Concurrent Sessions

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Miguel Gómez Martínez

Miguel Gómez Martínez is an economist with a master's degree in International Economics and Political Science from the Institute of Political Studies in Paris as well as a doctoral candidate at the Center for Diplomatic and Strategic Studies in Paris. He has served as Manager and President of Asocolflores, Economic Advisor in the Ministry of Foreign Trade, President of Bancoldex, Dean of the Faculty of Economics of the Universidad del Rosario and professor of economics at Cesa. Additionally, he has been the ambassador of Colombia in France and representative to the Chamber of Commerce, among others.

• Wednesday, October 7, 2020

  11:00 a.m. - 12:00 p.m.: CEO Panel: The Regional Response to COVID-19

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Marcos Gunn

Marcos Gunn has more than 20 years of insurance industry experience and is currently responsible for the general management and business results for all general insurance operations in Argentina, Brazil, Chile, Colombia, Ecuador, Mexico, Panama, Peru, Puerto Rico, Central America and the Caribbean. Prior to his current role he served as Division President, Northern Latin America region, which includes Mexico, Central America and the Caribbean, following ACE’s acquisition of Chubb in 2016 until July 2019. Mr. Gunn also served as Chief Operating Officer for the company’s Latin America operations from 2009 to July 2019. He was appointed Senior Vice President, Chubb Group in August 2019.  Mr. Gunn joined ACE in 2000 as a property and casualty manager in Argentina, and has served in a variety of management roles of increasing responsibility, including Country President of Chile and Regional Vice President of Accident and Health in both Latin America and Asia Pacific.  Mr. Gunn holds a degree in Business Administration from the Catholic University of Buenos Aires. 

• Tuesday, October 6, 2020

  11:00 a.m. - 12:00 p.m.: Concurrent Sessions

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Pablo Haberer

Pablo is a Partner in the global Financial Service Practice at Oliver Wyman and leads our Practice in Latin America.  Before joining in Oliver Wyman in 2018, Pablo has spent 18 years with McKinsey & Co. where he led the Corporate Finance and Strategy Practice. Furthermore, in the last 4 years Pablo has led different advisory work with focus in Payments, Fintech, and Financial Services across different markets in Latin America.

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Carlos Islas Murguía

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. 

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David Levenson, DBA, FSA, CFA

David Levenson is responsible for leading one of the world’s largest associations of life insurance and financial services companies, representing 700 member organizations across 70 countries. Most recently, Levenson was a principal at Edward Jones and served on its management committee from 2015–2018. He was responsible for all products distributed through its network of 17,000 advisors in the U.S. and Canada. Prior to 2012, Levenson was president of wealth management at The Hartford Financial Services Group, responsible for the firm’s individual annuity, individual life, mutual fund, and retirement plan businesses. He also served as president and CEO of Hartford Life, KK in Tokyo, where he was responsible for leading the largest annuity provider in Japan.

Levenson holds his Bachelor of Science from the Wharton School, University of Pennsylvania, his Master of Business Administration from Columbia Business School and a doctorate in business administration from The School of International Corporate Strategy at Hitotsubashi University in Tokyo, Japan. 

• Thursday, October 8, 2020

  9:40 a.m. - 10:45 a.m.: Concurrent Sessions

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Álvaro Marquez

Álvaro Marquez has over 25 years of experience in Strategic Management, Leadership, and Corporate Governance, and has worked with multinationals from different sectors of the economy in Latin America, the United States, Asia, India, Europe and the Caribbean. His areas of experience include strategy, talent development, customer experience and interactions and risk management. Álvaro has worked in executive positions since 1999, leading processes of construction, socialization and execution of high business strategies, including agencies of individual life, and management of personal accidents, health and alternative distribution channels in Latin America.

• Tuesday, October 6, 2020

  9:50 a.m. - 10:45 a.m.: What’s Next for Insurance? Insights On The Post-COVID-19 Consumer

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Gaston Messineo

Gaston is a leader in EY insurance practice with more than 20 years of advisory services and corporate leadership roles: including deep expertise in the insurance industry advising clients on organic and inorganic growth strategy, acquisition and divestiture opportunities, and operating model transformation. He works with insurance clients to navigate complexity by helping them to reimagine their eco-systems, reshape their portfolios and reinvent themselves for a better future. Prior to joining EY, Gaston was Head of Strategy and Execution for North America at one of the largest global insurance brokers, as well as a senior insurance practitioner with a global strategy consulting firm. Gaston received a MBA from The University of Chicago Booth School of Business and a B. Sc. in Accounting from Universidad Nacional del La Plata, Argentina.

• Wednesday, October 7, 2020

  11:00 a.m. - 12:00 p.m.: CEO Panel: The Regional Response to COVID-19

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Helder Molina

In 1978, Helder began his career as a managing partner at a digital scoreboard development company. In the following year, he diversified his area of activity when he joined the board of directors of Augustos Administração e Participações S / A, a company which he eventually because president of. In 1983 he assumed the position of equity director of Pessoal Cia de Seguros (the successor to Mombras). Since 1997, he has been president of Binswanger Brasil, a multinational real estate consultancy and from 2007 to 2011 he served as statutory director of the National Federation of Private Pension and Life (FenaPrevi). He is also a former board member for the Brazilian Association of Closed Private Pension Entities (Abraap) as well as LIMRA. Graduated in Electronic Engineering from Universidade Mackenzie São Paulo, with a postgraduate degree in Executive MBA from the University of São Paulo (USP) and designation LIMRA Leadership Institute Fellow (LLIF).

• Thursday, October 8, 2020

  9:40 a.m. - 10:45 a.m.: Concurrent Sessions

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Eduardo Morón Pastor

Eduardo Morón is the President of the Peruvian Association of Insurance Companies (APESEG), and also a Senior Lecturer at the Universidad del Pacífico School of Economics. Previously, he was Director of Economic Studies of the Latin American Reserve Fund (FLAR) from 2012 to 2014. He has been Vice Minister of Economy, Director of the Research Center and Director of the Master in Economics at the Universidad del Pacifico. He has written books and research papers on pensions, fiscal, monetary and foreign exchange policy. He has a PhD in Economics from the University of California at Los Angeles (UCLA), a Master in Economics from the Universidad del CEMA in Argentina, and a Bachelor of Economics from the Universidad del Pacifico del Peru. 

• Wednesday, October 7, 2020

  9:40 a.m. - 10:45 a.m.: Concurrent Sessions

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Mauricio Monroy

Mauricio is an IT expert with over 20 years of experience across the financial services, insurance and other industries. A client relationship expert, and software engineer graduate from La Universidad de los Andes in Bogotá, Colombia, he also holds a master’s degree in business administration from HEC Montréal, and is a certified Project Management Professional (PMP).  Since joining us in 2014, Mauricio’s library of experience in software development, IT solution integration, business process improvement, project management and client relationships are indispensable to our team and customers in the Latin America and Spain region where he is dedicated to propel Equisoft’s expansion by creating new business opportunities and leading regional operations.

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Juan Sebastián Herrera Velásquez

A computer engineer from the Universidad Pontificia Bolivariana, with a specialist in business management from the National University and a master's degree in commercial and market management from ISEAD (Spain), Juan Sebastián has been working at Seguros Sura Colombia for 14 years, being part of the risk and development teams. products of people, in fronts of pricing, reinsurance and act and today as part of the project of transformation of processes in solutions of people through technological platforms.

• Tuesday, October 6, 2020

  11:00 a.m. - 12:00 p.m.: Concurrent Sessions

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Jimmy Peña Urbano

Jimmy is a strategist who seeks to create technological environments that make brands a success story based on experimentation, observation, research and data. He has extensive experience in connecting people, creating strategies, performing data analysis and implementing business development ideas using digital tools.

• Wednesday, October 7, 2020

  9:40 a.m. - 10:45 a.m.: Concurrent Sessions

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Leonardo Pereira de Freitas

Leonardo Pereira de Freitas joined the Insurance Market at Bradesco Seguros in 1994, working as office assistant. After 26 years of hard-work, going through all the positions in the hierarchy of Sales, currently holds the position of Statutory Director of Bradesco Seguros Group. He has a passion for his position and is grateful for the many learning, professional growth and networking opportunities the insurance industry has afforded him. Leonardo has a degree in Business Administration from Unileste, a postgraduate in Business Management from UNA, an MBA in Insurance Management from Ibemec Rio, and an MBA from IESE and the University of Navarra and Innovative Leadership at Harvard University.

• Wednesday, October 7, 2020

  9:40 a.m. - 10:45 a.m.: Concurrent Sessions

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Mario Potestá Martínez

Mario Potesta Martinez, Administrador de Empresas de la Universidad de Piura – Lima - Perú, con estudios de post grado en Negocios Internacionales, Gestión de Servicios y Gestión de Proyectos en la Universidad de Ciencias Aplicadas -UPC como en el Instituto Tecnológico de Monterrey, cuenta con diversas especializaciones en Gestión de Riesgos y Seguros realizadas en Perú, Alemania, Estados Unidos de Norte America Mexico, Colombia y Suiza.  Experiencia de 35 años en el sector de seguros peruano donde ha desempeñado diversas posiciones en Compañías de Seguros, se incorporó a Rimac Seguros en el año 2003 ocupando posiciones gerenciales y de dirección en las áreas de Suscripción, Canales de Distribución, Operaciones, Siniestros y hoy ocupa el cargo de Vicepresidente Ejecutivo de Seguros Empresariales y miembro del Directorio de Rimac Entidad Prestado de Salud desde el año 2015.

• Tuesday, October 6, 2020

  12:15 p.m. - 1:15 p.m.: Viva la Experiencia “Trustworthy Selling” (Digno de Confianza) de Hoopis y LIMRA

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Miguel Taveras, CLF, LLIF

Miguel Taveras tiene más de dos décadas de experiencia en el área comercial y alta gerencia en el área de servicios financieros y seguros de vida, salud e invalidez. Miguel tiene las licencias de FINRA series 6,63 y 26 en el área de retiro e inversiones, así como también licencia de seguros en 50 estados de la unión americana. Ha desarrollado cientos de asesores a nivel multinacional y su trayectoria incluye trabajo en más de 300 ciudades, 40 estados de los Estados Unidos, así como varios países de Latinoamérica tales como México, Chile y la isla de Puerto Rico. A Miguel le apasiona el educar; es miembro de GAMA, LIMRA y NAIFA y ha sido el director del comité sobre la Diversidad en LIMRA, grupo de altos ejecutivos quienes discuten y ayudan a dar forma a cómo penetrar diversos mercados en EEUU. Miguel tiene un título en gerencia y la designación Chattered Leadership Fellow designation (CLF®) del Colegio Americano de Servicios Financieros en Philadelphia. Además, Miguel también tiene la designación de LIMRA Leadership Institute Fellow (LLIF).

• Wednesday, October 7, 2020

  9:40 a.m. - 10:45 a.m.: Concurrent Sessions

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Kah Lok (Jiale) TAY

Throughout his eight-year career as an adviser, Jiale found that the people he met asked him similar questions. He realized the best way to help his community was to film the answers in a series of videos so everyone could access the knowledge and information they were requesting 24/7. Utilizing the power of social media platforms such as Facebook, YouTube, Instagram, LinkedIn, and TikTok he has gained thousands of followers and built a dedicated clientele.  For his relentless efforts in using digital initiatives to enhance financial literacy he successfully built a “pull model” business, which is now 100% powered by passive referrals and existing clients. He continues to give back to the industry with regular new video content and webinars to teach fellow advisers how to create the same attraction model.  In 2018 Jiale was awarded the 2018 Digital Agent/Agency Leader of the Year, Asia and named a finalist in the same category in 2020.

• Thursday, October 8, 2020

  9:40 a.m. - 10:45 a.m.: Concurrent Sessions

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Rene Vazquez

Egresado del ITAM con una especialización en operaciones y sistemas de información. Ejecutivo con casi 20 años de experiencia en el sector; ha tenido la oportunidad de trabajar para grandes empresas en el sector asegurador como Seguros Monterrey New York Life, MetLife y ahora Prudential.

La mayor parte de su experiencia se ha dado en la implementación de sistemas de recluta, desarrollo, gestión y supervisión de fuerza de ventas.

• Thursday, October 8, 2020

  9:40 a.m. - 10:45 a.m.: Concurrent Sessions

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María de los Angeles Yáñez

Angeles es Actuaria, Maestra en Ciencias y Doctora en Estudios de Población, cuenta con más de 25 años de experiencia en seguros, reaseguro y banca.

Comenzó a trabajar en la Asociación Mexicana de Instituciones de Seguros (AMIS) hace 11 años como responsable de la negociación e instrumentación del proyecto de Solvencia II, posteriormente sus responsabilidades abarcaron la agenda de canales de distribución y de desarrollo del seguro. Fue miembro del cuarto de inteligencia durante las recientes negociaciones del TEMEC. Actualmente es Directora Ejecutiva en AMIS, teniendo a su cargo las líneas de negocio y de administración de riesgos, además de la responsabilidad de planeación estratégica y seguimiento y continuidad del Plan de Expansión del Mercado Asegurador.  Angeles fue la primera mujer presidente del Consejo Directivo del Colegio Nacional de Actuarios (2009-2011), órgano cúpula de la profesión actuarial en México. Es miembro académico del ITAM desde 1998, ha sido ponente en múltiples foros nacionales e internacionales y dirigido más de 50 tesis y tesinas. En 2012 fue designada profesionista distinguida por la Comisión Técnica Consultiva de Actuaría de la Dirección General de Profesiones de la Secretaría de Educación Pública.

• Tuesday, October 6, 2020

  12:15 p.m. - 1:15 p.m.: Viva la Experiencia “Trustworthy Selling” (Digno de Confianza) de Hoopis y LIMRA

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Meghan Wilke

Meghan Wilke is the Director of Advisor Development for Mutual of Omaha Advisors. With the support of her teams, she focuses on attracting talent at the leadership and advisor level, generating new org productivity, and helping new advisors understand how to build a practice from scratch. She has a passion for mentorship in and outside of the workplace, holding many different volunteer roles mentoring professionals and teens in her community. She has spent time as an advisor, recruiter & field leader, and most recently in the home office. 

• Tuesday, October 6, 2020

  11:00 a.m. - 12:00 p.m.: Concurrent Sessions

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Catalina Yannini Flores

Catalina joined Grupo Nacional Provincial as an insurance agent in September 1987. From 1988 to date, she has won different national and international conferences during her 33 years of insurance activity. Catalina has obtained advice 3 times and in 2019, she obtained the 12th place in individual life and the 14th place in major medical expenses in the National Provincial Group out of 10,000 agents. She has won twice the campaign Breaking the limits. A few of Catalina's accomplishments include GNP's productivity committee; GNP Producers Council; Amasfac excellence committee obtaining the #7 place in individual life nationally in the insurance sector; member of the Million Dollar Round Table for several years; IQA winner for several years; and LUTC FELLOW 4th generation.

• Thursday, October 8, 2020

  9:40 a.m. - 10:45 a.m.: Concurrent Sessions

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Mauricio Zanatta

Mauricio Zanatta has been Chairman and CEO of Prudential Seguros SA since November 2010.  He joined Prudential in November 2001 as a Financial Manager and was promoted to Chief Financial Officer in April 2005, where he was responsible for the Accounting, Reporting, Tax, Investment, Treasury, Planning, Management Information System and Actuarial functions.  Before joining Prudential, Mr. Zanatta held roles at Roland Berger Strategy Consultants, and was the Chief Financial Officer for Allianz Group in Argentina.  He was President of the Insurance Committee in AmCham (Chamber of Commerce of the United States in Argentina) from 2008 to 2010; and has been a member of the Board since 2010. Mr. Zanatta is a Public Accountant with a degree in Business Administration, from Universidad de Belgrano (UB), and also holds a postgraduate degree in Capital Markets (UCEMA).