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