Welcome Reception – Four Seasons, Residential Suite, Level 2

Breakfast on own, Pei Modern Restaurant, Lobby Level 1

Opening of conference, Studio Suite 1 & 2, Level 2

Speaker: Merrilyn Johnson, Director, International Life Insurance Distribution

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

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

Break, Studio Suite 3 Lobby

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

Lunch, Residential Suite, Level 2

Breakout Session: Gallery 1 & Gallery 3, Level 2
Strategies for addressing industry challenges

Group discussion
Presenting viewpoints in addressing industry challenges

Break, Studio Suite 3 Lobby

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

Free Time

Departure for dinner at the Opera House

Breakfast on own, Pei Modern Restaurant, Lobby Level 1

Overview and thoughts from day one

Speaker: Merrilyn Johnson, Director, International Life Insurance Distribution

Product Trends

Speaker: Ed Betteto, Managing Director, Life Solutions

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

Break, Studio Suite 3 Lobby

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

Lunch

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

Case Studies: Complex Large Case opportunities

Speaker: Kimberly "Kiki" Zver, Chief Underwriter, SLF International

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

SLF International Overview and Day 2 Closing remarks

Speaker: Niall O'Hare, Chief Financial Offficer

Free time

Departure for cruise on the bay and dinner at Sergeants Mess Restaurant

Breakfast, Pei Modern Restaurant, Lobby Level 1

In the Hot Seat: Ask them anything; Studio Suite 1& 2

Speakers: Ed Betteto, Niall O'Hare, Kimberly "Kiki" Zver, Carmony Wong

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.

Closing remarks

Speaker: Merrilyn Johnson, Director, International Life Insurance Distribution

Lunch / Departures