2016 亞洲營銷大會

• 2016年11月17日

  10:30 a.m. - 11:15 a.m.: 從基礎開始建立營業部

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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 a.m. - 10:30 a.m.: 把握未來：保險規範

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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 p.m. - 5:00 p.m.: 執行委員會：提高顧問素質和生產力

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

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。

• 2016年11月17日

  1:30 p.m. - 2:15 p.m.: 成功的全方位渠道銷售方法

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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 p.m. - 5:00 p.m.: 執行委員會：提高顧問素質和生產力

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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 a.m. - 12:30 p.m.: 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 a.m. - 12:30 p.m.: The Digital Advisor Journey

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Hugh Terry

Hugh is an experienced insurance professional with more than 20 years’ experience in the Asia Pacific region covering insurance companies and providing business consulting. Hugh is an actuary by profession. The Digital Insurer, www.the-digital-insurer.com, is an online forum for professionals interested in the application and impact of technology on insurance business models. The forum contains strategic articles and case studies to help people in the insurance industry plan how to use digital technology and digital thinking in their own businesses. Hugh’s personal business objective is to help insurance companies create and execute innovative business development strategies. Central to this is anticipating and leveraging digital technologies that will have a profound impact on existing business models and open up new opportunities.

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尊敬的行銷主管Eric Tian先生最近加入了Nice，負責市場行銷，公關，銷售和貿易。Nice是中國最受歡迎的圖片社交應用公司。 這之前，Tian先生在微信（WeChat）領導並創造了輝煌的行銷業績，建立了令人矚目的合作夥伴關係，包括NBA、LinkedIn、可口可樂、eBay、香奈兒（Chanel）、思科（Cisco）、和中國中央電視臺的農曆新年晚會。 Tian先生也曾在耐克（Nike）工作，在那裡他領導創立了其公司的籃球、喬丹（Jordan）、集訓品牌系列。 他的職業生涯起步于北京的李寧體育用品公司，曾經被該公司任命為駐美國波特蘭的高級產品經理。

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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國際業務的總經理，領導兩個組織幫助亞洲、拉丁美洲、非洲和中東地區會員公司的業務發展。 

在2013年加入LIMRA/LOMA之前，Watts先生擔任ACE壽險公司全球業務的首席運營官，負責公司常規業務的日常運作和新業務的開拓。在此之前，Watts先生擔任過AIG和AIA在中國和印度的首席執行官。Watts先生還有在香港、中東和拉丁美洲的工作經歷，具備充分的國際視野，並非常熟悉亞洲和中國的保險市場。Watts先生畢業于拉夫堡（Loughborough）大學，擁有商業教育理事學位。

• 2016年11月17日

  11:15 a.m. - 12:00 p.m.: 培養頂級代理經理

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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.