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2021 Latin American Virtual Conference

Winning in a Hybrid World: Attitude and Actions for Success

10/5/2021 - 10/7/2021
Virtual Conference

Overview

Who Attends

Multiple parallel sessions will be designed to address:

  • Strategic themes for head office chief executives of financial services companies operating in Latin America.
  • Management sessions for supervisors and sales team managers
  • Sales sessions for agents and advisors

This event will includes presentations in English, Spanish and Portuguese. Interpretation between languages will be offered at no additional cost. 

Highlights

Mark your calendars and join us this October at the 2021 Latin American Virtual Conference!  Insurance professionals from throughout Latin America will be able to come together during this 3 day event to:

  • Receive insights, predictions and recommendations for enhancing your company strategy and positioning yourself for success in this new hybrid world.
  • Access a variety of content presented in both live and on-demand formats
  • Connect with other leaders from throughout the region
  • ”Meet” with sponsors to learn more about how they can help you continue improving your business  
  • Participate in live discussion and Q&A

We are currently developing the program for this conference, so please continue to check back for additional details and updates!  To view last year’s information, please click here.

Registration

Register by August 13 and save!

Individual Member Registration: US $250
Individual Nonmember Registration: US $300

*Group Registration (Member):

  • 1–100 attendees: $2,950
  • 101–200 attendees: $3,500
  • 201–300 attendees: $4,000
  • 301–400 attendees: $4,500
  • 401–500 attendees: $5,000
  • Over 500 people: $5,500

*Group Registration (Nonmember):

  • 1–100 attendees: $3,700
  • 101–200 attendees: $4,250
  • 201–300 attendees: $4,750
  • 301–400 attendees: $5,250
  • 401–500 attendees: $5,750
  • Over 500 people: $6,250

Register after August 13:

Individual Member Registration: US $300
Individual Nonmember Registration: US $350

*Group Registration (Member):

  • 1–100 attendees: $3,450
  • 101–200 attendees: $4,000
  • 201–300 attendees: $4,500
  • 301–400 attendees: $5,000
  • 401–500 attendees: $5,500
  • Over 500 people: $6,000

*Group Registration (Nonmember):

  • 1–100 attendees: $4,200
  • 101–200 attendees: $4,750
  • 201–300 attendees: $5,250
  • 301–400 attendees: $5,750
  • 401–500 attendees: $6,250
  • Over 500 people: $6,750


*The group registration package offers tiered pricing options to allow companies an opportunity to pay a flat fee to send multiple employees and agents, located within a single country. For more information or to register a group, please contact Megan Schwartz at mschwartz@limra.com.

New for 2021 — Join us as a Supporting Organization

For an additional $1,000, any company submitting a group enrollment request can be recognized as a Supporting Organization of the Conference.  Supporting organizations will have their logo prominently displayed in “Supporting Organization” recognition areas, and will be given verbal recognition from the general session platform during the event. Supporting Organizations will also receive two passes to a VIP virtual engagement with a conference speaker. (Meeting time and speaker TBD by LIMRA and LOMA).

Cancellation Policy

All cancellations must be received in writing; email meetings@loma.org. Cancellations received by September 24, 2021, will be refunded, less a $75 processing fee. No refunds will be issued after September 24, 2021.  In the event that a scheduled meeting or event is cancelled by LIMRA for any reason, LIMRA shall refund any conference registration fees that have been paid by the registrant.  Under no circumstances, however, shall LIMRA be liable to the registrant for any other expenses.

REGISTER

Agenda

Speakers

Marcelo Baudino
Intercultural Consultant and Author
  • Wednesday, October 6, 2021

    9:45 am - 10:45 am: Concurrent Sessions

Marcelo Baudino

Intercultural Consultant and Author

Marcelo is an expert in developing strategies to manage diversity and foster a culture of inclusion. Since the founding of Iceberg Intelligence Cultural in 2009, Marcelo has trained executives, global leaders, expatriates and multicultural teams in different international organizations in more than 10 countries in Latin America.

Thad Burr
Director Comercial Internacional, LIMRA LOMA
  • Tuesday, October 5, 2021

    9:30 am - 9:35 am: Welcome and Opening Remarks
  • Thursday, October 7, 2021

    9:30 am - 9:40 am: Welcome Back

Thad Burr

Director Comercial Internacional, LIMRA LOMA

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 and the Caribbean, 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.

Gloria María Estrada Álvarez
Vice President of Risk, Suramericana S.A.
  • Wednesday, October 6, 2021

    11:00 am - 12:00 pm: Panel: A Conversation with Executives: Attitudes and Actions for Success

Gloria María Estrada Álvarez

Vice President of Risk, Suramericana S.A.

Gloria is a Civil Engineer from the School of Engineering of Antioquia and a Specialist in Environmental Engineering from the Universidad Pontificia Bolivariana and in Earthquake Resistant Engineering from Universidad Eafit. She holds a Master's degree in Earthquake Resistant Engineering from the same university.  She joined Suramericana S.A. in 2004 and has since held the positions of Executive and Director of Business Businesses, Underwriting Manager, Property Manager, and Geosciences Manager. Previously, she worked as a Design Engineer and Director of the Geosciences Department and Risk Management Department at Integral S.A.  Currently, Gloria is a member of several Committees of the Colombian Association of Seismic Engineering (AIS) for the update of the Colombian Regulation of Earthquake Resistant Construction. Likewise, she has experience as a teacher and has participated in research projects with Universidad Eafit, Colciencias and Suramericana. In addition, she has made multiple technical publications from 1997 to date.

David Levenson, DBA, FSA, CFA
President and Chief Executive Officer, LIMRA, LOMA, and LL Global
  • Tuesday, October 5, 2021

    9:35 am - 9:45 am: Welcome from LIMRA and LOMA

David Levenson, DBA, FSA, CFA

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

David Levenson is president and CEO for LOMA, LIMRA, and LL Global. In this capacity, he is responsible for leading one of the world’s largest associations of life insurance and financial services companies, representing more than 1200 financial services companies across 71 countries.

Prior to joining LL Global, 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. 

Carlos Islas Murguía
Member Development Director, Mexico, LIMRA and LOMA
  • Tuesday, October 5, 2021

    11:00 am - 12:00 pm: Concurrent Sessions

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. 

Alison Salka, Ph.D.
Senior Vice President and Director of Research, LIMRA, LOMA and LL Global

Alison Salka, Ph.D.

Senior Vice President and Director of Research, LIMRA, LOMA and LL Global

Alison Salka joined LL Global in 2012 and is responsible for determining and implementing the strategy and direction of its global research program. She oversees a team of more than 80 researchers and other staff professionals in the research division who conduct consumer research, benchmark studies, and white papers focused on helping member companies better understand industry issues and trends. She is also the director of the Secure Retirement Institute.

Salka previously led the retirement research and competitive intelligence team at Prudential, and was also a director of retirement research and business analytics at MassMutual. She has earned a Master’s degree and holds a doctorate.

Rob Sims
Managing Director and Partner, BCG

Rob Sims

Managing Director and Partner, BCG

Rob Sims is a core member of Boston Consulting Group’s Insurance practice, leading the firm’s life insurance and group benefits work. His focus is on disruptive strategies and large-scale change efforts.  In his recent engagements, Rob developed a financial wellness strategy for an employee benefits company, led a digital strategy to increase penetration of voluntary benefits, led multiple efforts to drive effectiveness and efficiency using analytics, and led multiple large-scale performance improvement programs—both top line and cost-focused.  Prior to rejoining BCG in 2017, Rob spent three years as an executive with Sun Life Financial as SVP of Strategy and Market Development for Client Solutions for Canada and SVP of Strategy and Corporate Development for Sun Life globally. He previously worked at BCG from 2000 to 2014.

Mario Vela
Chief Executive Officer, Prudential Seguros México

Mario Vela

Chief Executive Officer, Prudential Seguros México

Mario joined Prudential Seguros México in April 2019 as Chairman and CEO of Prudential Insurance Mexico, reporting directly to Regional President LATAM.

Prior to joining Prudential Insurance Mexico, he was the CEO of GNP Seguros during the previous 4 years. During that period, he led GNP Seguros to become the largest insurer in Mexico. In parallel to being GNP´s CEO, he was elected by his peers in the Insurance sector, as the President of the Mexican Association of Insurance Institutions (AMIS), from 2014 to 2017.

Prior to joining GNP Seguros, Mario worked for 15 years at Seguros Monterrey New York Life where he was initially the Executive Director of Operations, then became the Executive Director of Distribution, and finally was promoted to CEO and Chairman of Seguros Monterrey New York Life and Chairman of Fianzas Monterrey.

Before joining Seguros Monterrey New York Life, he served as Director of Risk Management at American Express, and prior to that was part of the startup team of the company Credito Real. He has a degree in Economics from Texas A&M University and a Master of Business Administration (MBA) from IPADE, School of Business in Mexico.

Sponsors / Exhibitors

LIMRA and LOMA Conferences are made possible by the generosity of our sponsors and exhibitors. Sponsorship of the LIMRA LOMA Latin American Conference will help increase name recognition, build product and service awareness, and provide valuable networking opportunities to several hundred key decision-makers in the life insurance and financial services industries across Latin America.

For information on the benefits of sponsorship, available packages, and how to apply to become a sponsor at the Latin American Conference, please email Megan Schwartz at mschwartz@limra.com for more details.

Media Sponsors

Contact us to learn more:

Mr. Jinhai Guo

International Conference Coordinator

LIMRA and LOMA

GUOJ@loma.org

Megan Schwartz

International Operations Manager

LIMRA and LOMA

+1 860 298 3929

mschwartz@limra.com