2016 SLF International HNW Wealth Forum | Agenda
Agenda
Arrivals - Monday, March 21st
7:00 PM
Welcome Reception – Four Seasons, Residential Suite, Level 2
Day 1 – Tuesday, March 22nd
8:00 – 9:00
Breakfast on own, Pei Modern Restaurant, Lobby Level 1
9:00 – 9:15
Opening of conference, Studio Suite 1 & 2, Level 2
Speaker: Merrilyn Johnson, Director, International Life Insurance Distribution
9:15 – 10:00
Keynote
Winning loyalty with Asian HNW families by helping them face and resolve their wealth and business succession concerns.
Speaker: Dr. James Grubman, Ph. D, FamilyWealth Consulting
10:00 – 10:45
Our brave new world of transparency and disclosure
Best practices for HNW clients in family governance and adapting to regulatory changes including CRS.
Speaker: Nick Jacob, Partner, Gowling WLG LLP
10:45 - 11:45
Break, Studio Suite 3 Lobby
11:45 - 12:45
Panel
Identifying top life insurance challenges
Discussion on hot topics like referral sources, premium financing, product development, regulatory changes and underwriting risk.
Participants: JLT, RE Lee, Willis and SLF International
12:45 - 1:45
Lunch, Residential Suite, Level 2
1:45 - 2:45
Breakout Session: Gallery 1 & Gallery 3, Level 2
Strategies for addressing industry challenges
2:45 – 3:15
Group discussion
Presenting viewpoints in addressing industry challenges
3:15 – 3:30
Break, Studio Suite 3 Lobby
3:30 - 4:30
Concurrent sessions - An interactive deep dive with our morning speakers
Enhancing conversations with HNW Individuals about their family and family businesses, Gallery 1, Level 2
Speaker: Dr. James Grubman, Ph. D, FamilyWealth Consulting
Family Governance and succession across multiple regulatory regimes, Gallery 3, Level 2
Speaker: Nick Jacob, Partner, Gowling WLG LLP
4:30 - 6:30
Free Time
5:45
Departure for dinner at the Opera House
Day 2 – Wednesday, March 23rd
8:00 - 9:00
Breakfast on own, Pei Modern Restaurant, Lobby Level 1
9:00 - 9:15
Overview and thoughts from day one
Speaker: Merrilyn Johnson, Director, International Life Insurance Distribution
9:15 - 10:15
Product Trends
Speaker: Ed Betteto, Managing Director, Life Solutions
10:15 - 11:15
De-mystify Reinsurance: Auto, Jumbo and Facultative
Looking under the hood at multiple case submissions crossing primary carriers
Speaker: Carmony Wong, Head of Underwriting Business Development, Asia RGA Reinsurance Company
11:15 - 11:30
Break, Studio Suite 3 Lobby
11:30 - 12:30
Medical advances and their impact on Life Insurance
An update on how medicine is advancing in the area of screening
Speaker: William Monday, Chief Medical Officer, Munich RE
12:30 - 1:30
Lunch
1:30 - 2:15
Focus the Hunt - discover more about your clients
Understanding what’s on the minds of the HNW and harnessing individual level financial data to more effectively advance large Life cases with underwriters.
Speaker: David S. Friedman, President, Wealth-X
2:15 - 3:15
Case Studies: Complex Large Case opportunities
Speaker: Kimberly "Kiki" Zver, Chief Underwriter, SLF International
3:15 - 4:15
Discussion on the evolution and future of client privacy and Financial Verification
Speakers: Ed Betteto, SLF International, David S. Freedman, Wealth-X, Carmony Wong, RGA and Kimberly "Kiki" Zver, SLF International
4:15 - 4:30
SLF International Overview and Day 2 Closing remarks
Speaker: Niall O'Hare, Chief Financial Offficer
4:30 - 6:30
Free time
6:15
Departure for cruise on the bay and dinner at Sergeants Mess Restaurant
Day 3 – Thursday, March 24th
8:00 - 9:00
Breakfast, Pei Modern Restaurant, Lobby Level 1
9:00 - 10:00
In the Hot Seat: Ask them anything; Studio Suite 1& 2
Speakers: Ed Betteto, Niall O'Hare, Kimberly "Kiki" Zver, Carmony Wong
10:00 - 11:30
Morning Wrap up: Entertaining insightful overview and looking ahead
This will be a memorable event that you won't want to miss. More details will be provided closer to the event.
Speakers: Ed Betteto, Merrilyn Johnson, Kimberly "Kiki" Zver and other speakers from the event.
11:30 - 12:00
Closing remarks
Speaker: Merrilyn Johnson, Director, International Life Insurance Distribution
12:00
Lunch / Departures