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2019 LIMRA LOMA Latin American Conference

New Perspectives and Innovations for the Future of Insurance

November 4, 2019 – November 6, 2019
Sheraton Mendoza Hotel, Mendoza, Argentina

  • Marcelo Assunção

    Director, Members Relations & Development
    LIMRA and LOMA
    Marcelo Assunção is Members Relations & Development Director for LIMRA and LOMA, where he focuses on developing the market and serving members in Brazil, Argentina & Chile.  Prior to joining LIMRA and LOMA he held various industry roles in Brazil, including Sales Leader for Aetna, Regional Director for Icatu Seguros, Corporate Business Director for MetLife and AVP for Marsh. Marcelo has an MBA in Business Management from FGV.
  • John T. Baier

    Chairman and Co-Founder
    25 Point Systems Inc.
    John has more than four decades of experience in the financial services business, including 35 years as a Managing Partner and company executive for New York Life. As a Managing Partner he grew a new, young agency from almost nothing into one of the premier agencies in the world, using the foundation for what would later become the industry-renowned 25 Point System. In 2015 John was appointed Executive Director of Seguros Monterrey New York Life where he was charged with coaching top company executives, leading the Project Retention and MDRT Program, and managing the Agency Distribution Channel. Under his leadership, SMNYL saw their retention rates increase by 75 percent, their number of MDRT Agents and Aspirants from 432 to 624 (advancing SMNYL from the 33rd position to the 14th position in MDRT Membership), and their agency sales increased by 33%. In 2013 John was inducted into the GAMA International Hall of Fame, the highest honor in the Financial Services Industry, and in 2016 he established Baier Consulting International LLC. to foster “Exponential Growth Through Proven Systems. " He is also the Chairman of 25 Point Systems Inc, featuring the mobile app Tier 25 of his 25 Point System.
  • Lic. Nora B I de D’Alessio

    Sociologist – Specialized in Psychosociology, & Vice President, D'Alessio IROL

     

    Nora has conducted over 2,500 projects in the areas of research, planning and service quality since 1971, and specializes in jobs for the financial, insurance, media and social and political market. She has worked to successfully integrate digital transformation initiatives at various companies, maintains a strategic alliance with Berensztein®, and represents Argentina at the IRAM for the assembly of ISO 20252, Market, Opinion and Social Research and ISO standards 25362 Access Panel. Nora is a member of the international committee for ISO standards in the banking and financial area and a frequent speaker at conferences of national and international level. She is a member of the Board of Directors of the Argentine Association of Banking Marketing and was a member of the analysis committee of the globalization of ISO standards in services.
  • Hugues Bertin

    CEO and Founder
    Digital Insurance Latam

    Hugues is CEO and Founder of Digital Insurance Latam, the first digital insurance architecture studio, with connections and expertise in the insurance industry as well as the innovative digital world and the InsurTech ecosystem.  Graduate as a French Actuary in the French statistics Institute (France) and from the High Managers Program from IAE (Argentina), Hugues has a trajectory of more than 20 years in insurance in several functions (Digital Transformation Leader, Finance and Claims Director, Sales Manager, Consultant, brokerage) in 3 companies (BNP Paribas Cardiff, Mercer and PwC) and in 2 continents, Europe and Latin America. Hugues has also been Vice President of BNPP investment Partner Argentina.

  • Silvia Cardarelli

    Head of Planning and Management Control
    Orígenes Seguros

    Silvia worked for 18 years in the agribusiness and territorial development in the Ministry of Economy, Ministry of Agriculture, and Banco de la Nación Argentina, among other public entities, as well as with providing economic and financial advice to agribusiness producers and companies. She was a consultant to multilateral organizations such as the IDB and the World Bank for different countries in Latin America and has been a graduate and postgraduate teacher at the University of Buenos Aires, Universidad de Belgrano and Universidad Católica Argentina. She is the author of numerous research and publications on markets and consumer behaviors and speaks often in national and international conferences. Since 2007 she has worked in the financial services sector, currently in charge of planning and management control at Origen Seguros, a key company in Argentina’s retirement, life and general insurance market. Silvia enjoys enhancing diversity in corporate cultures, developing realistic plans and making them possible. She has a Degree in Economics, Masters in Agricultural Economics, and is a Professional Business Director as well as mentor of new generations, mother, certified diver and tireless traveler. 

  • Erick Rincón Cárdenas

    President
    Colombia Fintech
    Erick has 20 years of experience in the field of Law and information technologies. He received his law degree from the Universidad del Rosario and a Doctor of Law from the European University of Madrid. He was an Advisor to the Legal Vice Presidency of the Chamber of Commerce of Bogotá, Secretary of the electronic commerce subcommittee of the International Chamber of Commerce of Paris, Career Director at the Faculty of Jurisprudence of the Universidad del Rosario, and also General Manager of Certicámara SA and General Manager of Legis Editores S.A. Currently Erick is currently President of Colombia Fintech and a Professor at the Universidad del Rosario. He also frequently consults on the areas of Electronic Signature, Digital Government, and Electronic Commerce of both the Organization of American States OAS, and the Inter-American Development Bank IDB.
  • Isela Costantini

    CEO, GST - Servicios Financieros &  Former CEO of General Motors and Aerolíneas Argentinas

     

    Isela Costantini worked for 17 years at General Motors, holding positions in the US and Brazil before becoming President for Argentina, Uruguay and Paraguay in 2012.  In 2016 she assumed the presidency of Aerolíneas Argentinas and in 2017 she became President of the Financial Holding GST. In 2013 Fortune magazine listed her among the 50 most Powerful Professional Women in the world, and in 2014 she was elected president of ADEFA, and reelected in 2015. In 2015 she was awarded as CEO of the Year by Apertura Magazine and PwC, in 2016 was granted Merco Award (Clarín) for business reputation, in 2017, CEO of the Year by Ernst & Young, and in 2018 the Konex Award.  She received a Bachelor in Social Communications from Universidade Católica do Paraná, Brazil and an MBA from Loyola University Chicago, USA.

  • R. Dale Hall, FSA, CERA, MAAA, CFA

    Managing Director of Research
    Society of Actuaries
    R. Dale Hall is Managing Director of Research for the Society of Actuaries in Schaumburg, Illinois. In his role, Dale coordinates the SOA’s strategic research partnerships, oversees SOA experience studies, coordinates research across the SOA’s wide variety of actuarial practice areas, and directs the SOA’s data-driven in-house research initiatives. He is a frequent speaker at insurance and retirement industry meetings to highlight SOA research, including presentations to the actuarial task forces of the NAIC and congressional committee testimony on pension plan mortality rates. He has appeared on behalf of the SOA in a variety of media outlets including coverage on C-SPAN and National Geographic’s BREAKTHROUGH television series, and hosts the weekly Society of Actuaries Research Insights Podcast. Prior to joining the SOA, Dale spent over 20 years in the US insurance industry, primarily as Chief Actuary for the Life/Health companies of COUNTRY Financial.
  • Santiago Kovadloff

    Essayist and Poet

     

    Santiago Kovadloff is an essayist, poet, author of children’s stories and translator of Portuguese literature. In 1992 he obtained, as an essayist, the First National Prize for Literature and in 2000 was awarded the First Municipal Prize of Poetry of the City of Buenos Aires. In 2010 the Argentine Academy of Journalism awarded him his Honor Pen and as an essayist he has, on two occasions, also obtained the Kónex Platinum Prize. He is a member of the Argentine Academy of Letters, a corresponding member of the Royal Spanish Academy, and a member of the National Academy of Moral and Political Sciences, and also a permanent collaborator for the Buenos Aires newspaper, La Nación.
  • David Levenson

    President and Chief Executive Officer
    LIMRA, LOMA, and LL Global, Inc.

    David Levenson is responsible for leading one of the world’s largest associations of life insurance and financial services companies, representing more than 1300 financial services companies across 64 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.

  • Mauricio Monroy

    Vice President, LATAM
    Equisoft
    Mauricio has over 18 years experience working in IT in multiple industries, including, but not limited to; oil and gas, energy, aerospace, software, financial services and insurance. He developed his professional career in the Latin and North American regions. Mauricio has a solid background in software development, IT solution integration, business process improvement, project management and client relationships. He joined Equisoft in 2014 and is currently responsible for establishing new business opportunities in the Latin American market. Mauricio is a software engineer graduate from La Universidad de los Andes in Bogotá, Colombia. He also holds an master’s degree in business administration from HEC Montréal and the Project Management Professional (PMP) certification.
  • Lic. Gastón Morales

    Director
    AHA! (Ideas+Personas)

    Gastón Morales es Consultor en Neurociencias aplicadas a Creatividad, Innovación, Liderazgo, Equipos de Alto desempeño, Marketing, y Ventas. Es speaker internacional, apoyándose en su experiencia de más de 15 años como Gerente de Marketing y Comercial en numerosas multinacionales como American Express, Telecom, La Caja y SAS, entre otras.  En el ámbito académico, Gastón es Profesor Universitario y Coordinador del Programa “Neurociencias para Líderes” de la Univesidad de San Andrés, y en medios es columnista en FM Blue 100.7, FM Delta 90.3, El Cronista Comercial Suplementos PyMES, BAE, Multitaskers AMEX.  También, como productor de música electrónica, fue ganador del Premio Carlos Gardel al Mejor Álbum de Música Electrónica (2008), y estuvo nominado por MTV como Mejor Artista Nuevo Sur.

  • Carlos Islas Murguía

    Member Development Director, Mexico
    LIMRA 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 he was the director of AXA Corporate University and led a new distribution channel, being in charge of 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. Within the insurance guild, he served as co-Chair of AMIS´ Distribution Channels Committee and has participated as a spokesperson promoting an insurance culture in national media in programs such as Fernanda Familiar. He was also a columnist for Forbes Magazine for 2 years and was on TV for more than 2 years in Excelsior TV with journalist Rodrigo Pacheco. Academically, Carlos has two degrees: one in Business Administration, graduating from La Salle University and the other in Psychology from the University of the Valley of Mexico. He also has a Master´s Degree in Clinical Psychology and a Ph.D. in Neuropsychoanalysis from the Intercontinental University.
  • Flavia Nuñez

    General Manager
    Seguros Falabella, Argentina
    Flavia Nuñez has been in charge of the General Management of the Argentine subsidiary of Seguros Falabella, a broker of the Falabella group, since March 2014. (With 25 years of experience in the insurance market, Seguros Falabella has 4.5 Million customers and 1800 employees throughout Argentina, Peru, Colombia, Chile and Mexico). Flavia has worked for more than 20 years in the financial industry, including Lloyds Bank, Itaú Bank in Argentina, the Dutch ING group in Spain, and then returning to Argentina to join the Falabella group in 2012. She is a Public Accountant from the UADE, and an Executive MBA from the Universidad Pontificia Comillas of Madrid.
  • Candelaria Ochoa

    Country Manager
    Uncommon Argentina
    A strategic designer, Candelaria spent nine years working in a variety of markets and industries for global luxury brands. She has created and coordinated design teams, as well as organized seminars and talks about the value of design. Her passion for design experience led her to San Francisco where she completed an MBA in Strategic Design at the California College of the Arts. To date, she has developed projects for clients such as Levi’s, Banco Galicia, BBVA Francés and BNP Paribas Cardif, through the use of methodologies such as Design Thinking, Customer Experience and Business Strategy. She currently directs the local headquarters of the global innovation consultancy Uncommon and is co-founder of Service Design Drinks Buenos Aires.
  • Jorge Pohlmann Nasser

    CEO
    Bradesco Vida e Previdência S.A. e da Bradesco Capitalização S.A.

    Mr. Nasser is currently the CEO of Bradesco Vida e Previdência and Bradesco Capitalização S.A., is a member of the Bradesco Group Business Councils: Odontoprevi, Europ Assistance Brazil / CEABS Serviços, and Vice-President of the National Federation of Private Pension and Life (FenaPrevi). As a career professional at the Bradesco Organization, he has held various positions at Banco Bradesco, Bradesco Vida e Previdência and Bradesco Seguros, including Marketing Director at both Bradesco de Seguros Group and Banco Bradesco. Mr. Nasser graduated with a degree in Advertising and Marketing from Universidade Paulista (UNIP), and studied at the Advanced Management Program (PGA) - Bradesco, of Dom Cabral Foundation (FDC). He has also participated in a variety of international executive programs including the Advanced Management Program at the University of Pennsylvania’s Wharton School of Business, Advanced Management courses at the Stanford Graduate School of Business, Kellogg School of Management, and the Harvard Business School and Center for Creative Leadership in the United States.

  • Guillermo Plate

    Deputy Superintendent
    Superintendencia de Seguros de la Nación (Argentina)
    Guillermo Plate was appointed by President Macri as Deputy Superintendent of the Argentine Superintendence of Insurance (Superintendencia de Seguros - SSN) in 2017. The SSN, reporting to the Ministry of Finance, was set up in 1938 and regulates the creation and operation of insurance and reinsurance companies. Guillermo began his career as a corporate lawyer in Argentina, working with one of the largest law firms in Buenos Aires, and gained a broad experience in international law, corporate law, tax, AML and CFT. Guillermo then joined an international trust company, where he developed tax-efficient structures for four ultra-high-net-worth clients; and worked in business development for Latin America. In August 2012, he moved from Argentina to Barbados to join the Royal Bank of Canada, as Manager of Trust Business Development. In 2015, he moved back to Argentina where he participated in the strengthening of Argentina’s National AML/CFT system and developed public policy proposals for the first 100 days in office, including legal, regulatory and institutional reforms. In 2016, Guillermo was appointed Vice President of Provincia Aseguradora de Riesgos de Trabajo S.A, the largest workers’ compensation company of Argentina, and advisor to the Board of Directors of Banco Provincia de Buenos Aires.
  • Hernán Pérez Raffo

    Partner
    PwC Argentina
    Hernan is a partner at PwC since 1998, focusing on the Financial and Insurance Industries. His professional experience covers various areas, including risk management, and particularly focused on Financial Organizations (Banks and Insurance); studies, valuations and advice on the actuarial aspects of the Insurance and Health business, Social Security programs and Pension Plans. He has run many projects in Latinamerica: Colombia, Chile, Brazil, Peru, Central America and Argentina. He is a Professor of Actuarial Theory of Retirement Funds, Pensions Plans and Health Plans and other subjects in the actuarial area at the Universidad de Buenos Aires (UBA). He has participated and has presented papers at various national and international Congresses of Actuaries. He is a former Deputy-Director in the career of Actuary in the School of Economic Sciences at the UBA; former Consejero and current President of the Actuarial Commission for the Professional Council in Economic Sciences for the Autonomous City of Buenos Aires. He is an Actuary and Public Accountant (UBA) and has been an Associate of SOA since 1994. 
  • Ty R. Sagalow

    Founding member of Lemonade, the first fully licensed and regulated InsurTech insurance carrier in the United States

     

    Ty Sagalow is a founding member of Lemonade. Prior to Lemonade, Mr. Sagalow held senior roles at several insurance companies, most notably at AIG where over the course of 25 years, he was Chief Underwriting Officer, General Counsel, Chief Operating Officer and Chief Innovation Officer of various divisions and subsidiaries. In addition to his board seat on Lemonade Insurance Company, Mr. Sagalow is also involved with a number of InsurTech startup companies, and is currently as Co-Founder and Chief Insurance Officer at Assurely, an Insurtech insuring the risks of crowdfunding companies. Outside of InsurTech, Mr. Sagalow is considered on the world’s experts in innovation in the insurance industry having been credited with creating various insurance products including Y2k Insurance, (Entity Cover) Directors and Officers Insurance, Cyber insurance, Reputation Insurance, Collectible Authenticity Insurance and Intellectual Property Collateral Insurance. His works include @Risk: Internet and E-Commerce Insurance and Reinsurance Legal Issues and Directors & Officers Insurance Handbook.
  • Karina Salerti

    Director
    Ergo Renova
    Information coming soon
  • Sabina Schneider

    Chief Solutions Officer (CSO) - LATAM Region 
    Globant

    Sabina Alejandra Schneider is Chief Solution Officer for the LatAm region, leading complex ecosystems that combine technology, design, data, and culture. As a former Consulting Partner and Big Data Studio Partner at Globant, Sabina focuses on delivering transformation programs by breaking down big business challenges into actionable elements to achieve a shorter time to market with continuous delivery. She helps companies achieve their goals and build relevant relationships with end clients through data-driven, rapid, and dynamic technology solutions.  Sabina is an expert in Agile methodologies, development, and big data strategies, and has spoken at several industry events including the Medellín Hackathon, the London Big Data Breakfast, the Bogotá Big Data Hackathon, and the AWS Big Data Breakfast Summit in both Sao Paulo and NYC.


LANGUAGES/IDIOMAS/LÍNGUAS
ORGANIZING COMMITTEE

    President:
    Irene Capusselli, Orígenes Seguros de Retiro S.A.

    Committee Members:
    Alejandro Massa, AVIRA
    Gabriel Chaufan, AVIRA
    Fabian Hilsenrat, Binaria Seguros de Vida S.A.
    Carlos Roca, Cardif Seguros S.A.
    Sebastián Gutierrez, Galicia Seguros, S.A.
    Maria Inés Guzzi, SMG Life Seguros de Vida, S.A.
    Diego Squartini, Supervielle Seguros S.A.

    International Advisors:
    Recaredo Arias, Asociación Mexicana de Instituciones de Seguros (AMIS)
    Bernardo Ferreira Castello, Bradesco Vida e Previdência S.A.
    Jorge Claude, Asociación de Aseguradores de Chile A.G. (AACH)