The
12th Annual
LOMA/LIMRA
Strategic Issues Conference
June 6-8, 2004
Shangri-La Hotel
Kuala Lumpur, Malaysia
Quick Reference
Program Overview
2004 Program Updates
The complete 2004 Program will be available soon!
Registration Information
2004
Conference Registration Form (PDF) Register
Now!
2004
Hotel Reservation Form
Travel and Hotel Information
Sponsor Information
2004 Host and Organizing Committees
Need more information?
Exciting
News!
Register by April 30, 2004 and you will be automatically
entered into a drawing to receive a FREE RETURN TRIP TICKET
from Kuala Lumpur to Penang on Air Asia. Click here
for details!
The
LOMA/LIMRA Strategic Issues Conference is a two-and-a-half day
conference focusing on the strategic issues facing insurance and
financial services companies in the Asia-Pacific Rim.
Hailed as the
meeting for CEOs and senior executives to explore topics ranging from
product innovation, agency management, and risk management to technology,
human resources, customer service and supplemental distribution channels.
Conference Presentations will include Case Studies, Discussion Panels,
and Presentations by Industry leaders, professionals and regulators.
Click here for a
list of past participants.
2004
Program
Sunday, June 6,
2004
3:00 – 6:00
p.m.
Registration
6:00 – 8:00 p.m.
Welcome Reception
Sponsored by Life Insurance Association of Malaysia
Monday, June 7, 2004
8:45 a.m.
Conference Opening
Thomas P. Donaldson, FLMI, CLU, President
& CEO, LOMA
Opening Keynote Address—Achieving Sustainable Production
Growth
Daniel Bardin Managing Director-South Asia of
Prudential Assurance Company Limited (Hong Kong)
What does it take to achieve sustainable production growth in
the rapidly changing Asian insurance marketplace? Although the
emerging Chinese and Indian life insurance markets provide
opportunities for growth, the continued globalization of the
Asian insurance marketplace promises to accelerate the pace of
change.
Asian life insurers can expect increased pressure on margins,
continued consolidation, and an intensified search for more
cost-efficient distribution channels. Based on personal
experience and lessons learned throughout his career in the life
insurance industry, Bardin will discuss the fundamentals of
achieving sustainable production growth in this fast-paced
environment.
10:00 - 10:30 a.m.
Networking Break
10:30 – 11:45 a.m.
General Session—CEO Open Forum: Malaysia
Invited Panelists:
Ezamshah Ismail, Chief
Executive Officer, Commerce Life Assurance
Alex S. H. Foong, FSA, MAA, Chief Executive Officer, The
Great Eastern Life Assurance
Ng Keng Hooi, Chief
Executive Officer, Prudential Assurance Malaysia
Moderator:
Thomas P. Donaldson, FLMI, CLU President & CEO, LOMA
How can your company achieve growth in a highly competitive
and increasingly concentrated marketplace? Chief executives from
the Malaysia life insurance industry identify areas for growth,
innovations in technology, and ways to develop your human
resources in order to exceed increasing customer
expectations.
11:45 - 12:30 p.m.
General Session—How to Survive a Mergers &
Acquisition Triple Play
John Harrison, Chief
Executive Officer, Manulife, Indonesia
What factors create the opportunity for a merger? Harrison
will share his experiences with preparing for a merger, evaluating
opportunities, working through personnel issues to carry out the
integration, and analyzing the anticipated long-term benefits of
combined operations.
12:30 – 1:45 p.m.
Lunch
1:45 – 2:45 p.m.
General Session—Preparing
Future Customers & Producers (Part 1)
Hauw Soo Hoon, Executive
Director, Insurance Supervision, The
Monetary Authority of Singapore
Donald Jaganathan, Director,
Insurance Regulation Department, Bank
Negara Malaysia (Central Bank of Malaysia)
Philip Hampden-Smith, President
and CEO, Manulife,
Singapore
The insurance industry has never been as well-informed as it
is today and customers must also be in the know to ensure their
success. These panelists will share their insight on what
companies and regulators should do inform consumers about our
industry and products, and how to ensure producers adhere to the
increasing needs and high standards of an educated market.
3:00 – 4:00 p.m.
Breakout Sessions —Preparing
Future Customers & Producers (Part 2)
Following the general session, the panelists will continue
their conversation with conference attendees in small,
interactive group sessions. Attendees will have the opportunity
to discuss issues raised by the panelists, share their views,
and learn from the insights of their peers.
4:00 - 4:30 p.m.
Networking Break
4:30 - 5:30 p.m.
Concurrent Sessions I
I.1 Using Technology to Improve Business Results
Tan Kin Lian,
Chief
Executive Officer, NTUC
Income Insurance Cooperative
A vital part of successfully managing customer relationships
depends on how a company takes advantage of customer
information. It has become crucial for companies construct a
database which easily retrieves information to identify
opportunities for future sales, service, and product
development. This session will focus on NTUC’s
experience in migrating to a relationship database system and
its impact on staff, service, and profits.
I.2 Bancasssurance - Still the New Distribution Channel?
Subri Abdullah, Executive Chairman, Innovation Associates
FinAssure Sdn Bhd, Malaysia
Ian Offor, General Manager & Regional Head of
Bancassurance, Allianz Insurance Management Asia Pacific Ltd.,
Singapore
Ignacio Aquilar, Manager, Siam Commercial
New York Life
Moderator:
Ng Lian Lu, Chief Executive Officer, AmAssurance Berhad
Why has bancassurance flourished in some countries more than
others? Join this panel of experts for a discussion of the
critical factors for success and the actions companies can take
to optimize their opportunities. Learn different approaches for
implementation, and how to overcome barriers and challenges.
I.3 Distribution, Marketing, and Demographic Outlook for Asia
- Distribution and Marketing Outlook
Thomas H. Kelly, Executive Vice President and Chief Operating
Officer, LIMRA International
Through frequent company visits across the globe, Kelly has
gained tremendous insight into what is shaping the international
financial services industry. He will share his perspective on
trends in the financial services industry, and the implications
these trends have for company operations throughout Asia.
Distribution, Marketing, and Demographic Outlook for Asia -
Demographics
Allison Middleton, FLMI, ACS, Assistant Vice President, LOMA
International Division
Different regions of the world have different demographic
profiles, and these profiles affect both the economics of the
regions and the demand for insurance and financial services.
This presentation examines these differences, and changes
projected for 2050, with a particular emphasis on Asia.
5:45 p.m.
Networking Reception
Tuesday, June 8, 2004
8:45 a.m.
Opening Session Welcome
Rich Wecker, CLU, CLF, LLIF, President
& CEO, LIMRA
International
9:00 - 10:00 a.m.
General Session—Planning
for Success
Jesus Hofileña,
FLMI, LLIF, CEO,
PhilamPlans, Inc., Philippines
Companies face greater challenges accomplishing strategic goals
in today's complex and fast-paced business environment. Hear
about how PhilamLife's weathered the storm and successfully
pursued its enterprise vision exemplifying how to spot an
opportunity and build key capabilities amidst changing
circumstances.
10:00– 10:30 a.m.
Networking Break
10:30 a.m. - 12 noon
General Session—CEO Open
Forum: Asia
Panelists:
Gary Bennett, Managing Director, North Asia, Prudential
Corporation, Japan
Bob Bettridge, CEO, MLC
Rajkumar S. Renganathan,
FLMI, Director & General Manager, Ceylinco Ins. Co., Ltd.,
Sri Lanka
Moderator:
Thomas H. Kelly, Executive Vice President & CEO, LIMRA
International
What trends, growth strategies, distribution product
offerings, regulations and other issues are shaping the future
of our industry? Chief executives from across the region share
their views on these topics and more, and discuss key success
factors in building an organization.
12 noon – 1:30 p.m.
Lunch
1:30 - 2:30 p.m.
Concurrent Sessions II
II.1 Evolution or Revolution? Balancing
Distribution Channels of the Past, Present, and Future
Toby Rotstein, Director of Business Development , CSC,
Singapore
Effective distribution channels are a drive factor
for success life and health insurers. In, the evolving and
expanding Asia Pacific marketplace, product distributors require
they be "paid more faster," but
given the economic realities of the marketplace the associated
costs are many time prohibitive. Are you facing an evolution or
a revolution when it comes to distribution channels and can you
balance the increased demands of new channels with those of the
old?
II.2 Takaful: A Threat or an Opportunity for the Conventional
Insurance Industry?
Tuan Haji Syed Moheeb, CEO, Takaful Ikhlas Sdn Bhd, Malaysia
There a lot of uncertainty as to the role Takaful plays in
the Asian insurance industry. Syed Moheeb will demystify what
Takaful actually is and explore the potential for strategic
alliances between Takaful operators and other financial services
organizations.
II.3 Pension Reform in the Asia Pacific Region: How Are
Countries Dealing with Changing Demographics?
David Hatton, CEO, ING Pension Trust Ltd., Hong Kong
This session will address what many see as problems facing
pensions: demographic shifts, longer life spans, and pressure on
social security systems, to name a few. Hatton will share his
thoughts on these important issues. He will also look at ways
that pension reforms can impact capital markets development, as
well as critical success factors in regional pension reform
plans.
2:30 - 3:00 p.m.
Networking Break
3:00 - 4:00 p.m.
Concurrent Sessions 3
III.1 Going Global - The New York Life Experience
Joel V. Basarich, Ph.D., FLMI , ACS,
Managing
Director, LOMA
Should you go global? LOMA took a look at what attracts
companies to reach across borders. Join Basarich for a
discussion of the pros, the cons, and the impact of ‘going
global’ with a focus on the experience of New York Life
International and their penetration into 11 countries around the
world.
III.2 Success Through Selection
Mark D. Lamb, DLI, CIAM,
LLIF, Director, Asia Pacific/Oceania Region,, LIMRA
International
How is the changing marketplace affecting recruiting and
selection? Find out how industry trends are driving the
need for more productive recruiting practices, and gain a better
understanding of the benefits of implementing a more structured
selection system. Selection success stories and trends for
the future will also be discussed in this session.
III.3 Pension Reinvention in India
Sanjay Sachdev, Country Head - India, Principal Financial
Group, India
In India, a new regulatory
authority has been established to manage pensions. Current
initiatives are to develop guidelines for plans, products,
players, and fund management norms. Mr. Sachdev has been at the
center of these issues, interacting with the various
organizations and government figures involved in pension reform
in India. Join him as he shares lessons learned and lessons to
be learned. Plus don't miss the discussion on the impact on
organizations conducting business in India as well as the
affects these reforms have on the Asia Pacific region.
4:00 - 5:00 p.m.
Closing
Keynote Address
Tony Fernandes, Director and CEO of AirAsia Sdn Bhd
One of the key components to success is having the courage to
follow a vision and take the bold steps necessary to turn that
vision into reality. Fernandes will share his personal success story.
Moving from the music industry to the airline industry, he and
his partners took over AirAsia Sdn Bhd, Malaysia's second
national carrier, and in December 2001 successfully relaunched
AirAisa as Asia's first low-cost airline. Under his leadership,
AirAisa has grown from a modest fleet of two, to 10 currently.
The airline has recorded an unbroken profit for the last 22
months since the first day of operation and has carried over 3
million passengers.
5:00 p.m.
Closing Remarks and Adjournment
To see the 2003 Conference
Program and access presentations, click here.
Registration
Information
Exciting
News!
Register by April 30, 2004 and you will be automatically
entered into a drawing to receive a FREE RETURN TRIP TICKET
from Kuala Lumpur to Penang on Air Asia. Click here
for details!
Register Now! Download
the Conference Registration Form (PDF)
Volume Discount
Register five individuals at the same time and then
receive the 6th registration free!
By April 30,
2004
Member - USD 795.00
Nonmember - USD 995.00
After April 30, 2004
Member - USD
895.00
Nonmember - USD 1,095.00
Attire
The attire for all functions of this conference is business
dress.
Language
The official language of the conference is English.
Travel
& Hotel Information
An exclusive, discount conference rate
has been arranged for all conference attendees. In order to
receive this special rate, hotel reservations must be made
directly with Shangri-La Hotel, Kuala Lumpur.
Shangri-La Hotel KL
11 Jalan Sultan Ismail
50250 Kuala Lumpur
Malaysia
Tel : (603) 2032 2388
Fax: (60-3) 2070-8616
/ 2078 5990
Click here
to access the hotel reservation form. Fax your completed
hotel reservation form before May 1, 2004 to (60-3)
2070-8616 / 2078 5990. Reservations received after May 1 will be
subject to space availability.
Kuala
Lumpur Arrival Information
When you arrive, it will most likely be in terminal C.
Follow the "Baggage Reclaim" signs and take the train
to the main terminal. Once in the main terminal, continue to
follow the "Baggage Reclaim" signs down the escalator
to the immigration area.
Immigration
If you need an invitation or
letter to expedite your visa, please send an e-mail to intl@loma.org
and we will gladly assist you.
Upon your arrival in KL, you will
need to complete a disembarking card, and a currency declaration
form to complete. These will either be given out on the plane,
or you may pick one up in immigration.
For your address, please write:
Shangri-La Hotel KL
11 Jalan Sultan Ismail
50250 Kuala Lumpur
Malaysia
Tel : (603) 2032 2388
Money
Exchange in the Airport
If you would like to change money in the airport, kiosks are
available in numerous locations including the following:
- Terminal C (before you get on
the train)
- Between immigration and the
baggage claim area
- Inside the arrival hall after
you leave the baggage area
If you cannot find a kiosk,
please ask someone for assistance and they will direct you to a
location where you can change money.
Transportation
to the Shangri-La Hotel KL
The hotel will gladly facilitate airport transfers for attendees
and their guests. However, if you would like details on catching
a cab or taking the train, please download
the hotel registration form for more details on these
options.
2004 Sponsors
Lead Sponsor—Prudential
Malaysia
Provider session—CSC
Interested in putting your name and expertise in front of 500+
financial services decision makers from this region?
Click
here to find out about sponsorship opportunities.
2004
Host Committee
-
Ezamshah
Ismail—Committee Chairperson—Chief Executive Officer,
Commerce Life Assurance Berhad
-
Tan
Beng Wah, Chief Executive
Officer, Asia Life
(M) Berhad
-
Alex
S. H. Foong, FSA, MAA, Chief
Executive Officer, The
Great Eastern Life Assurance Berhad
-
S.
Thava Rajah, ACII, Chief
Executive Officer, Hannover
Life Re, Malaysian Branch
-
Christopher
S. Davies, Chief
Executive Officer, ING
Insurance Berhad
-
Ramlan
Rashid, Executive
Director & Chief Executive Officer, Malaysia
Assurance Alliance Berhad
-
Mohd
Najib Haji Abdullah, Acting
Chief Executive Officer, Malaysian
National Insurance Berhad
-
Lakshmanan
Meyyappan, Chief
Executive Officer, MCIS
Zurich Insurance Berhad
-
Ng
Keng Hooi, Chief
Executive Officer, Prudential
Assurance Malaysia
-
Ng
Lian Lu, Chief
Executive Officer, AmAssurance Berhad
-
Ooi
Say Teng, Chief
Executive Officer, Uni.Asia Life Assurnace Berhad
Organizing
Committee
-
Khong
Bee, Senior Vice
President & Head of Customer Service, The
Great Eastern Life Assurance Company Ltd., Singapore
-
Soontorn
Boonsai, President, Life
Operations, Nationwide
Life Assurance Company Ltd., Thailand
-
Grace
Jen, FLMI, ACS, President &
Chief Executive Officer, New
York Life Insurance Taiwan Corporation, Taiwan
-
Raymond
Tam, Vice President,
Sunlife Financial Ltd., Hong
Kong
-
Esther
Tan, FLMI, CLU, ChFC, President
& Chief Executive Officer, Sunlife
of Canada, Philippines
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