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Insurance, Investment and Asset Management

FT China Insurance Summit

Managing Risks and Seizing the Opportunities

Beijing |
Speakers include:
Min Wang

Min Wang

Zhong An Online P&C Insurance Company

Jeff Huang

Jeff Huang

Cathay Life Insurance

John Chen

John Chen

Swiss Re China

Overview

China’s insurance industry has evolved rapidly over the past decade. Despite slowing economic growth, the outlook for the insurance industry remains positive. Relatively low penetration rates, an aging population, rapid urbanization and a rising middleclass will continue to boost demand for insurance and investment products in the country. Rapid premium income growth, changes in product structure and increasing competition are also driving up costs on the liability side.

Furthermore, a decline in investment return in the domestic market and global low yield environment has yet to be perfected through an asset allocation system in the increasingly stringent regulatory environment which has brought on great challenges for insurance institution’s risk management and profitability.

In the search for higher yields, Chinese insurers are increasingly allocating their investments towards overseas assets, alternatives and riskier asset classes. In sight of complex geopolitical risks, the utilization of advanced asset allocation tools, effectively identify and evaluate the macroeconomic risks of major economies as well as the investment risks of different asset classes, plays a crucial role in insurance company’s overseas asset allocation and M&A activities.

The first FT China Insurance Summit is honored to invite regulators, leading insurers, insurance asset managers and financial technology experts - from China and beyond - to discuss how to efficiently allocate assets, manage investment risks, maintain financial market stability, and promote a sustainable and healthy development of the insurance industry in the current economic environment.

 

* Simultaneous translation will be provided at the summit

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fallback Add to my Calendar 06/22/2017 08:00:0006/22/2017 17:55:00trueFT China Insurance SummitChina’s insurance industry has evolved rapidly over the past decade. Despite slowing economic growth, the outlook for the insurance industry remains positive. Relatively low penetration rates, an aging population, rapid urbanization and a rising middleclass will continue to boost demand for insurance and investment products in the country. Rapid premium income growth, changes in product structure and increasing competition are also driving up costs on the liability side.Furthermore, a decline in investment return in the domestic market and global low yield environment has yet to be perfected through an asset allocation system in the increasingly stringent regulatory environment which has brought on great challenges for insurance institution’s risk management and profitability.In the search for higher yields, Chinese insurers are increasingly allocating their investments towards overseas assets, alternatives and riskier asset classes. In sight of complex geopolitical risks, the utilization of advanced asset allocation tools, effectively identify and evaluate the macroeconomic risks of major economies as well as the investment risks of different asset classes, plays a crucial role in insurance company’s overseas asset allocation and M&A activities.The first FT China Insurance Summit is honored to invite regulators, leading insurers, insurance asset managers and financial technology experts - from China and beyond - to discuss how to efficiently allocate assets, manage investment risks, maintain financial market stability, and promote a sustainable and healthy development of the insurance industry in the current economic environment. * Simultaneous translation will be provided at the summitFT-China-Insurance-Summitab672c028bd265545e7c1d65c67a9fe3MM/DD/YYYY

SI

SIMULTANEOUS TRANSLATION WILL BE PROVIDED AT THE SUMMIT

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Keynote Presentation - One Belt, One Road, Many Opportunities for Chinese Insurers

Keynote Presentation - One Belt, One Road, Many Opportunities for Chinese Insurers

Download now

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Speakers (20)

Min Wang

Min Wang

Assistant General Manager
Zhong An Online P&C Insurance Company

As one of the earliest professionals into the field of Internet Insurance, Min Wang has a unique insight into the integration and innovation of online insurance services. He joined ZhongAn Online Property Insurance in 2015, where he serves as Assistant General Manager. In his current role, Mr Wang mainly oversees the Strategic Development Centre and New Business Incubation. During his tenure, he led the design and implementation of China’s first intelligent health insurance product Walk To Health Policy, which represents a major breakthrough in the field of internet health insurance. Prior to joining ZhongAn, Mr Wang spent many years working in the CIRC system where he was engaged in insurance supervision. Mr Wang holds a Bachelor degree in Economics and a Master’s degree also in Economics from NanKai University. He also holds a PhD from Party School of the CPC Central Committee.

Jeff Huang

Jeff Huang

Executive Vice President
Cathay Life Insurance

Jeff Huang is Executive Vice President and Appointed Actuary of Cathay Life Insurance, managing both the Financial Planning Department and the Actuarial Department II. Mr Huang is the FSA, FAIRC and FRM, and he specializes in product development and pricing. He is experienced in study/assumption setting, valuation, corporate evaluation and capital management as well as financial planning, reinsurance, risk management, and asset liability management. Mr. Huang has served as Chief Actuary, Appointed Actuary, and Chief Risk Officer in life insurance and reinsurance companies for 30 years.

John Chen

John Chen

President
Swiss Re China

John Chen is President and CEO of Swiss Re China. Mr Chen is also General Manager of Beijing Branch and has been a member of the Asia Management Team since June 2016. Mr Chen also has 20 years of experience primarily working in the insurance industry in both China and overseas. Prior to joining Swiss Re, Mr Chen was the Chief Actuarial Officer & Member of the Executive Committee of PICC P&C from 2007 to March 2016. He took the responsibility for product development, pricing strategy and significant involvement in the company's strategic decision-making processes. Before that, he was General Manager of Product Development for PICC P&C and has worked for PICC P&C for about 11 years in total. Mr Chen also served on the Solvency Standard Board and other working committees of the China Insurance Regulatory Commission, including involvement in the development of C-ROSS standards in China. Before PICC P&C, Mr Chen worked with Deloitte/Finity Consulting as Senior Consultant based in Sydney for about two years, responsible for consulting assignments in innovative pricing methods, customer insights analysis, predictive modelling, risk margin evaluation and capital modelling. He also spent some years with CGU Insurance (part of IAG) based in Melbourne and with Airbus Industries based in Beijing/Toulouse. Mr Chen holds a PhD in Econometrics from Monash University, Australia and a BSc in Applied Maths from Tsinghua University, China.

Yijiang    Chen

Yijiang Chen

Managing Director, Head of Investment Department
New China Life Insurance Co., Ltd

Yijiang Chen began his career life in 1999 and has over 15 years of investment and financial management experience. He joined New China Life Insurance in 2003, and has been the Head of Investment Department since 2010. In this role, he is responsible for the management of strategic asset allocation, entrusted investment, overseas investment, risk management and research development.

 Mr Chen holds a MBA degree from the University of Illinois in the US, a Master’s degree in Financial Accounting from Xiamen University, and a Bachelor’s degree in International Accounting from Renmin University of China.

Cao Deyun

Cao Deyun

Executive Vice President and Secretary General
Insurance Asset Management Association of China

Cao Deyun is Executive Vice President and Secretary General of the Insurance Asset Management Association of China (IAMAC). Prior to joining IAMAC, Mr Cao served at the headquarters of the People’s Bank of China (PBC) and the China Insurance Regulatory Commission (CIRC). He has worked in the fields of macroeconomic management and financial regulation for nearly 30 years and holds expertise in China and the world economy, monetary policy, financial markets and insurance asset management regulation. Mr Cao has solid knowledge of finance and economics as well as extensive experience in financial regulation. 

Peter Fu

Peter Fu

CFO & VP
Taikang Online Property Insurance Ltd.

Peter Fu works at Taikang Online P&C Insurance Co., LTD, as the Vice President, CFO, and Chief Risk Officer.

    Mr Fu has previously worked at HP, Compaq, Oracle, as well as other  foreign listed companies and local large-scale corporations in the capacity of  VP Finance & CFO, Greater China Region. He has  accumulated more than 24 years’ working experiences on finance & accounting, investment, financing, tax, internal control, strategic finance, financial modeling, business analysis, AR and AP management, cash flow management, and other related accounting & finance topics. In addition to the CFO role, he  now also holds a concurrent position as CEO of a company running its daily business and operation.

 Mr Fu is a regular speaker, adviser and lecturer and has published articles regarding accounting management, cost control, budgeting, revenue recognition, strategic finance, finance planning and analysis, credit and collection, M&A and  Tax Planning.

Mr Fu holds a  Bachelor’s degree and Master’s degree in Finance & Accounting from Renmin University of China, and in later years he achieved MBA degree from The University of Liverpool, UK.

Robert Chen

Robert Chen

Deputy Chief Financial Officer
Taiping Life Insurance Company
Jessie Xie

Jessie Xie

General Manager - Beijing Branch
AIG China

Jessie Xie is General Manager of AIG China Beijing Branch. Ms Xie previously served as Deputy General Manager of Beijing branch, overseeing distribution management including brokers, agencies and direct sales, and supervising internal and external affairs for the branch. She joined AIG in 2005 as Client and Broker Engagement manager and has since held a number of management roles in AIG China home office, Shenzhen and Beijing Branch. Previously, Ms Xie worked with Houlder Insurance Brokers for 9 years, where she was in charge of Non-Marine business development of Beijing and South China market. Ms Xie graduated from the Central University of Finance and Economics, majoring in International Insurance.

Jim Yang

Jim Yang

Vice President and Chief Financial Officer
New China Life Insurance

Jim Yang joined New China Life Insurance Co., Ltd in 2016 as Vice President and Chief Financial Officer (Financial Principal). Prior to joining the Company, Mr Yang served as Chief Financial Officer and Vice President of China Life Insurance Company Limited.   Mr Yang possesses qualifications from American Institute of Certified Public Accountants and Association of Chartered Certified Accountants. He serves as a director of the eighth session of committee of the Accounting Society of China, a member of the National Technical Committee on Accounting Information of Standardization Administration of China, a member of the 3rd session of the China Insurance Solvency Regulatory Standard Committee and a member of the International Financial Reporting Standards (IFRS) Interpretations Committee. Mr Yang obtained a bachelor’s degree in engineering from Beijing University of Technology in 1993, and a master’s degree in business administration from Northeastern University in the United States in 2000.

Shuyong  Wang

Shuyong Wang

Chief Actuary and Compliance Chief
BOC-Samsung Life
Steven Shi

Steven Shi

President
Union P&C Insurance Company

Steven Shi is President of the Union P&C Insurance Company. He has over 30 years’ experience in the insurance industry in China, with special expertise on digital insurance and business innovation. Mr Shi has held a variety of senior positions at the People's Insurance Company of China (PICC) and Huatai P&C Insurance, where he led the e-commerce department. Throughout his career, he has acquired extensive knowledge of business strategy and marketing. Mr Shi is also a Master’s Supervisor at the University of International Business and Economics (UIBE) in China.

Chang-Ken Lee

Chang-Ken Lee

President
Cathay Financial Holdings

Chang-Ken Lee is President of Cathay Financial Holdings (Cathay FHC). He is also Director of the Board of Cathay FHC, Cathay United Bank and Cathay Securities. Prior to this, Mr Lee served as President of Cathay United Bank, Chief Risk Officer of Cathay United Bank, Chairman of Symphox Information Co. Ltd., Chief Strategy Officer of Cathay FHC, Chairman of Cathay Securities Investment Consulting and Executive Assistant to Chairman of Cathay Life. Mr Lee has worked in financial services industry for more than 30 years and has solid knowledge and extensive experiences in this field. He also acts as Executive Supervisor of The Bankers Association of The Republic of China, Supervisor of The Bankers Association of Taipei, Board Director of Financial Planning Association of Taiwan, Board Director of Joint Credit Information Center and Board Director of Center for Corporate Sustainability. He holds a MBA degree from the Wharton School of the University of Pennsylvania.

Chubin Xu

Chubin Xu

Chief Actuary
Sunshine Life Insurance

Chubin Xu qualified as FSA (Fellows of SOA) in 2006  and is now Chief Actuary and Chief Risk Officer (CRO) at Sunshine Life Insurance Co., Ltd. Mr Chubin Xu has worked for a number of life insurance companies and is especially experienced in the areas of product development, actuarial management and strategic research. He was in charge of projects of insurance investment, medical innovation and policy loan securitisation. Before joining the insurance industry, he worked in securities.

Wayne  Hu

Wayne Hu

Chief Operating Officer
PingAn Tech

Wayne Hu joined PingAn Tech as Chief Operating Officer in 2013. He oversees group-wide operations, technology and infrastructure and manages thousands of team members. Prior to joining PingAn, Wayne was regional (AP)  Chief Technology Officer at AIG.  

Shekhar  Pramanick

Shekhar Pramanick

Portfolio Manager
Columbia Threadneedle Investments

Shekhar Pramanick has 23 years of combined industry and investment experience. His experience covers the semiconductor industry, including digital and analog ICs, passive components & distributors, IC foundry, assembly, test services, semiconductor capital equipment, hard disk drives, and alternative energy. He joined the Seligman Technology Group in 2012. Previously, he was a Principal at Elemental Capital Partners, where he focused on global semiconductor devices, memory, capital equipment and disk drives. Prior to Elemental Capital, he was a Semiconductor Analyst at Seasons Capital Management, a long/short technology-focused hedge fund. Dr Pramanick also held positions as an Engineer and Project Leader at Advanced Micro Devices ,where he was also a member of the Strategic Technology Group. Dr Pramanick holds more than 60 patents in semiconductor technology. He received his BS in Electrical Engineering from National Institute of Technology, his MS in Physics from the University of Oregon, and his PhD in Materials Science and Engineering from North Carolina State University.

Richard Sega

Richard Sega

Chief Investment Officer
Conning

Richard L. Sega is a Managing Director and Chief Investment Officer at Conning, where he is responsible for credit research, investment management and trading. Mr Sega served as President and CEO of Charter Oak Capital Management, Inc. prior to the firm being acquired by Conning in 2000. He is a graduate of Fordham University with a degree in Mathematics and earned an MA in Statistics from Columbia University. Mr Sega is a member of the CFA institute.

Edwin Northover

Edwin Northover

Partner
Debevoise & Plimpton

Edwin Northover is an Asia-based partner in the firm’s Corporate Department. Mr Northover has a broad cross-border public and private mergers and acquisitions practice, with a particular focus on mergers and acquisitions, joint ventures and distribution agreements in the insurance industry. Since moving to our Hong Kong office in 2012, he has worked on several of the most significant insurance M&A transactions in Asia. He also has extensive private equity experience, having worked on a number of strategic and co-investments. Mr Northover joined Debevoise in 2007 and was based in our London office prior to his move to Asia. He is qualified in both England and Wales, and Hong Kong. During 2013, Mr Northover spent six months on secondment to the Mergers and Acquisitions team of a multinational insurance company in Paris. In 2015, he spent a period in the Financial Institutions Group of our New York office. Mr Northover graduated in 2001 with a Double First Class Honours degree in
Modern History from Merton College, University of Oxford. He went on to study at BPP Law School, London (2002-3). Prior to joining Debevoise, Mr Northover was an associate in the Corporate/M&A group of a leading international law firm. He was admitted as a solicitor of the Senior Courts of England and Wales in 2006 and Hong Kong in 2013.
 

Paul Sandhu

Paul Sandhu

Head of Investment Solutions
Conning Asia Pacific

Paul Sandhu is the Head of Investment Solutions at Conning Asia Pacific. He is responsible for leading Conning's investment solutions business in Asia Pacific through consulting, customised funds design and implementation.

He started his career in the financial industry as an investment actuary at USAA in the US, where he created and managed many of the processes used for SAA/ALM/ERM and annuity pricing. He also created strong processes for reinforcing the relationship between the asset management and actuarial units. In 2008, he joined Conning and has been working closely with clients globally to help them with their investment strategy and investment risk management.

Mr Sandhu graduated from the University of British Columbia with Honours Bachelors in Science with a specialisation in Theoretical Physics, he focused his research on the theory of black holes, where he created and analysed simulations of a stars evolution into black holes by solving Einstein’s equations using numerical techniques. He is an Associate of the Society of Actuaries.

Fengzhan Tian

Fengzhan Tian

Vice General Manager and Chief Data Scientist, Big Data Technology Center
Sunshine Insurance Group Corporation

Fengzhan Tian joined Sunshine Insurance Group Corporation in 2015 as Vice General Manager and Chief Data Scientist in the Big Data Technology Center. He is a senior member of the China Computer Federation and a reviewer of National Natural Science Foundation of China (NSFC) projects. Prior to this, Mr Tian was a Senior Architect at Intel IT Labs, where he led global R&D projects in Machine Learning, Data Mining, Business Intelligence and Big Data Analytics. From 2007 to 2008 he was a Visiting Professor in the Department of Computer Science at the University of Illinois Urbana-Champaign. He has a PhD in Computer Science from Tsinghua University and was selected as a Beijing Nova in 2006.

Sasa He

Sasa He

Business Development Officer
FWD Group

Sasa He is Business Development Officer at FWD, where she is in charge of developing business in new markets. Previously, Ms He was Vice President and Chief Financial Officer at AIG BC and prior to that she held the position of, General Manager of Actuarial Department at HuaTai Life. Ms He has more than 15 years’ experience in product development, actuary and finance. She is FSA and CCPA qualified.

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Moderators (3)

Gabriel Wildau

Gabriel Wildau

Shanghai Bureau Chief
Financial Times

Gabriel Wildau is Shanghai Bureau Chief for the Financial Times, where he writes about China's macro-economy and financial system. He previously served as China Finance Correspondent and Markets Correspondent for Reuters, where he wrote daily reports on China's interbank foreign exchange and money markets. Prior to that, Mr Wildau worked as a Research Analyst for SK Group China and was also Beijing Bureau Chief for GaveKal-Dragonomics, a macro-economic consultancy. He graduated magna cum laude from Brown University and earned a certificate in Chinese from Tsinghua University. 

Don Weinland

Don Weinland

Asia Financial Correspondent
Financial Times

Don Weinland is the Financial Times’ Asia Financial Correspondent, covering mergers and acquisitions, corporate finance and private equity from Hong Kong, with an emphasis on China. His beat also includes banking and insurance in the region as well as China’s financial sector. Mr Weinland joined the FT in 2016 and has spent more than a decade living and working in Asia. He speaks and reads Mandarin fluently. Prior to joining FT, he was the China Banking Correspondent at the South China Morning Post. He has also lived and reported from places such as Shanghai and Phnom Penh, where he was the business editor of the Phnom Penh Post.

Nan Ma

Nan Ma

News Researcher, Shanghai Bureau
Financial Times

Nan Ma is a China finance industry researcher for the Shanghai bureau of the Financial Times. She contributes to reports on Chinese financial services, markets and related policy and regulation. She closely follows development in financial technology, including financial institutions’ use of big data, cloud computing and the “internet of things”. Before joining Financial Times, Ms Ma worked at Guotai Jun’an Securities and Mergermarket, a financial news and intelligence service.

Agenda - 22nd Jun

  • 8:00am
    Registration and Networking
  • 9:00am
    Chair’s Opening Remarks

    Gabriel Wildau, Shanghai Bureau Chief, Financial Times   

  • 9:10am
    Keynote Address - Chinese Insurance Asset Management Outlook

    China’s insurance sector manages around 15 trillion yuan in assets (over US$2 trillion). The rapid growth of insurance assets in China puts pressure on insurers and their asset management arms to boost their investment teams, reinforce their asset allocation capabilities and strengthen their investment capacity. What are the key trends in asset allocation in China? How will further regulation governing the utilisation of insurance funds impact investment strategies?

    Cao Deyun, Executive Vice President and Secretary General, Insurance Asset Management Association of China (IAMAC)

  • 9:50am
    Business Keynote - One Belt, One Road, Many Opportunities for Chinese Insurers

    Speaker: 

    John Chen, President and CEO, Swiss Re China

  • 10:10am
    Panel – Addressing the Asset-Liability Dilemma

    Rapid premium income growth, changes in product structure and increasing competition are driving up costs on the liability side whilst bringing down yields. Claim expenses are on the rise further challenging insurers’ liquidity. As Chinese insurers seek to improve business profitability, developing effective asset liability management (ALM) strategies is ever more important. What are the opportunities and challenges of implementing ALM strategies in China? Where should ALM reside within an organisation? What business units should lead asset allocation? How can different departments best coordinate ALM decision-making? What sources of financial risk should fall within the scope of ALM?

    Speakers:

    Peter Fu, CFO & VP, Taikang Online Property Insurance Ltd. 

    Robert Chen, Deputy CFO, Taiping Life Insurance Company

    Paul Sandhu, Head of Investment Solutions, Conning

    Chubin Xu, Chief Actuary, Sunshine Life Insurance

    Yijiang Chen, Managing Director, Head of Investment Department, New China Life Insurance Company Limited

    Moderator: 

    Don Weinland, Asia Financial Correspondent, Financial Times

  • 11:00am
    Networking Break
  • 11:30am
    Case Studies - Growth Strategies: How insightful investment in the tech-sector can benefit Chinese insurers

    In search of better growth and yield Chinese insurers require forward-looking, innovative, yet solid and reliable investment strategies. Those at the leading edge are now allocating funds to the technology industry, locally and globally. 

    However in a world of seemingly exponential technological innovation across an ever growing number of sectors how can investors navigate the opportunities, cutting through the froth, in order to confidently target the right tech investments? This session draws on over 20 years of deep knowledge of investing in the sector to give the audience the necessary insight and clarity to forge lucrative new strategies and stay one step ahead of the trend. This session answers the key questions for new investors in the market: 

    • What's new? Mapping the important new disruptions and innovations for investors to be aware of 
    • What's interesting for investors? A deep look at the best opportunities, lifting the lid on under-invested and undervalued stock
    • How to pick the right stocks? Case studies in successful investment and the quiet but enduring strength of semiconductor and chip making companies

    Speaker:

    Shekhar Pramanick, Portfolio Manager, Columbia Threadneedle Investments

  • 12:00pm
    Keynote Presentation – Drawing Lessons from Taiwan

    Taiwan has one of the world’s highest insurance penetration rates and is one of the largest insurance markets in the Asia Pacific region. As China’s insurance industry matures, Taiwan’s experience can provide some valuable insights into how to best to approach regulatory challenges, generate investment returns and effectively address customers’ needs.

    Speaker:

    Chang-Ken Lee, President, Cathay Financial Holdings

  • 12:30pm
    Networking Lunch
  • 1:30pm
    Panel – Creating growth through M&A

    As insurers seek to boost revenue growth, increase efficiency and enter new markets, mergers and acquisitions (M&A) are an important part of a company’s business strategy. Outbound M&A activity by Chinese companies has grown at a rapid pace in recent years making headlines worldwide. At the same time, China insurance has been an active M&A market with foreign and local investors looking to access the industry. What are the key factors driving M&A activity? How are economic and regulatory developments affecting inbound and outbound M&A? In an increasingly competitive environment, how do insurers select the best targets and include M&A in their business development strategies? Will Brexit and Donald Trump’s election herald a more hostile environment for Chinese companies seeking to globalise their investments? What are Chinese firms doing to manage the operational challenges associated with M&A transactions? And what can be learnt from other markets?

    Speakers: 

    Edwin Northover, International Counsel, Debevoise & Plimpton

    Jessie Xie, Managing Director - Beijing Branch, AIG China

    Moderator:

    Don Weinland, Asia Financial Correspondent, Financial Times

  • 2:15pm
    Panel – InsurTech, Gamification and All That Jazz

    The rise of digital technologies is transforming every aspect of the insurance value chain. Product development, distribution channels and business models are all fast evolving. Leveraging Big Data or Blockchain technology, companies can tailor solutions to each customer’s needs and risk profile. Wearable devices, telematics or smartphone apps gather valuable consumer insights that can be used to better price new policies and reduce claims costs. What are the key technology trends impacting the insurance industry in China? How are digital technologies shaping the market? Will new developments lead to industry consolidation and increased cross-industry collaboration? How can insurers keep up? Are firms ready to move quickly from vision to execution when it comes to innovation?

    Speakers:

    Min Wang, Deputy General Manager, Zhong An Online P&C Insurance Company

    Steven Shi, President, Union P&C Insurance Company

    Fengzhan Tian, Vice General Manager and Chief Data Scientist, Big Data Technology Center, Sunshine Insurance Group Corporation

    Wayne Hu, Chief Operating Officer, PingAn Tech

    Moderator:

    Nan Ma, News Researcher, Shanghai Bureau, Financial Times

  • 3:00pm
    Networking Break
  • 3:30pm
    Keynote Interview – Crafting Investment Strategies in Times of Uncertainty

    Market volatility, low interest rates, geopolitical developments, and regulatory changes are putting pressure on insurers to review their investment strategies. The search for higher yield has resulted in increased risk exposure as insurers turn to riskier asset classes. As their assets under management continue to grow, where should insurance firms place their capital to generate long-term returns? What are the key investment challenges facing insurers? How do geopolitical developments like Brexit and Donald Trump’s presidency impact investment strategies? Is the trend towards riskier investments, such as equities and real state, set to continue?

    Richard Sega, Chief Investment Officer, Conning

    In conversation with:

    Gabriel Wildau, Shanghai Bureau Chief, Financial Times

  • 4:00pm
    Panel – ALM at the Wheel: Steering Product Design and Sales Channels

    ALM plays a strategic role in achieving a company’s financial objectives. With the insurance industry facing growing regulatory and market challenges, investment returns alone no longer define an optimal asset allocation plan. Sustainable business strategies increasingly require a stronger link between product development and pricing teams and the investment arm. What impact will ALM strategies have on product development and pricing in China? Will it also have an influence on the popularity of online and offline distribution channels? How can firms best ensure that their products and services drive up premium growth, without putting unnecessary pressure on investment returns?

    Speakers:

    Sasa He, Business Development Officer, FWD Group

    Shuyong Wang, Chief Actuary and Compliance Chief, BOC-Samsung Life

    Jeff Huang, Executive Vice President, Cathay Financial Holdings

    Moderator:

    Gabriel Wildau, Shanghai Bureau Chief, Financial Times

  • 4:50pm
    Closing Remarks

    Don Weinland, Asia Financial Correspondent, Financial Times 

  • 5:00pm
    Cocktail Reception

Who attends?

The FT China Insurance Summit will bring together CEOs, CFOs, CIOs, Chief Customer Officers, Chief Technology Officers, Heads of Business Strategy, Heads of Research & Development, VP Marketing & Sales, Heads & VP Business Development, CMOs, etc. and other senior-level executives in the following sectors:

  • Property & Casualty Insurance
  • Life Insurance
  • Non- Life Reinsurance
  • Regulatory Bodies
  • Pension Funds/ Soveriegn Wealth Funds/ Hedge Funds
  • Credit Rating Companies
  • Legal and Consultancy Firms
  • Technology and Research Providers
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Companies attending the summit this June

AIA, Allen & Overy, Alyn Fund, AnBang Insurance Group, Answern Property & Casualty Insurance, Asia Reinsurance Group, Asia Insurance Co., Aviva Asia, British Embassy Beijing, Cathay Financial Holdings, China Investment Corporation, China Life Insurance, China Taiping Life Insurance, Chubb Insurance Company, Cigna & CMB Life Insurance, Citic-Prudential Life Insurance, Conning, Debevoise & Plimpton, FWD Life Insurance, Hengan Standard Life Insurance, Hong Kong Riche International, HSBC Insurance, Huatai Insurance Group, IBM, Insurance Asset Management Association of China, Lerado Wealth Management, Mitsui Sumitomo Insurance, Ping An Insurance, Ping An P&C Insurance, PICC Property and Casualty Company, Prudential Corporation Asia, RBC Insurance, Standard Life, Sunlife Everbright Life, Sunshine Insurance Group, Tai United Holdings, TianAn Life Insurance, PingAn Tech, Union P&C Insurance, Yanzhao Insurance, ZhongAn Online P&C Insurance, Zurich Insurance

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Why attend?

  • Gain insights into the latest regulatory developments shaping China's insurance industry
  • Hear the latest insurance investment trends to achieve sustainable business benefits in a challenging economic and regulatory environment 
  • Discuss with peers how insurance firms can leverage technology to tailor their product offering and marketing approach to gain market share and improve retention rates 
  • Explore the opportunities and challenges for insurers to develop and implement an effective asset-liability management strategy 
  • Network with leading figures from local and international insurance companies, as well as industry experts from investment management and consultancy firms
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Founding Partners (2)

Conning is a leading global investment management firm with more than USD114 billionin global assets under management as of May 31, 2017.* With a long history of serving the insurance industry, Conning supports institutional investors, including pension plans, with investment solutions and asset management offerings, award-winning risk modeling software, and industry research. Founded in 1912, Conning has offices in Boston, Cologne, Hartford, Hong Kong, London, New York, and Tokyo.
*As of May 31, 2017, represents the combined global assets under management for the affiliated firms under Conning Holdings Limited, and Cathay Securities Investment Trust Co., Ltd. (“SITE”). SITE reports internally into Conning Asia Pacific Limited, but is a separate legal entity under Cathay Financial Holding Co., Ltd. which is the ultimate controlling parent of all Conning entities.

Cathay Life Insurance Co., Ltd. was founded in October 1962 and listed on Taiwan Stock Exchange in November 1964. In 2016, we recorded US$20.68 billion in premium income and US$170.82 billion in assets. We rank number one in the industry in terms of both market share and total assets. With more than 8.15 million customers, we are not only a premium brand in the minds of consumers, but have also won the recognition of professional institutions at home and abroad. We were the only financial institution that has been included in the Global 500 list selected by Fortune Magazine. We were also the only insurance company in the list of the Top 100 Taiwan Brands selected through an activity organized by the Bureau of Foreign Trade. We were further recognized in the “Taiwan Insurance Excellence Award,” the highest honor in Taiwan’s insurance industry by being a six-time consecutive winner and recipient of the highest number of medals. In order to develop overseas markets, we established subsidiaries in China and Vietnam in 2005 and 2008, respectively, becoming the first Taiwan insurer with a presence in those two markets, and we plan to continue our overseas expansion efforts. Looking to the future, we will continue to seek growth and steady profits, and offer services to enhance customer satisfaction as we advance towards becoming a leading financial institution in the Asia-Pacific region.

Gold Sponsor (1)

Columbia Threadneedle Investments is a leading global asset manager that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world.

Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc. (NYSE:AMP), a leading US-based financial services provider. As part of Ameriprise, we are supported by a large and well-capitalised diversified financial services firm.

With more than 2000 people including over 450 investment professionals based in North America, Europe and Asia, we manage US$467 billion 1 of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.

1 AUM figures as at 31 March 2017

Silver Sponsor (1)

Debevoise & Plimpton’s Insurance Group brings more than 35 years of industry experience to provide premier legal advice on complex transactions, high-stakes disputes and challenging regulatory engagements. The firm has a long history in Asia, regularly working with major insurers on matters that grow, reshape or refocus their business.

Supporting Partners (2)

Insurance Asset Management Association of China (IAMAC) was established in September 2014 with the consent of the State Council of People’s Republic of China and the approval by China Insurance Regulatory Commission (CIRC) and Ministry of Civil Affairs. Focusing on the core tasks of the insurance asset management reform proposed by CIRC, IAMAC seriously perform its core functions of rights protection, service, innovation and self-discipline, adhere to the purpose of dedicated services for the regulatory system and the market, stick to the conviction featuring mutual understanding, trust, pragmatic approaches, responsibility, cooperation and sharing. IAMCA are to act as a bridge and link between association members and regulatory bodies with an emphasis on practical and effective services. IAMAC follows with the market, the industry and the members closely so as to provided pragmatic, efficient and high-quality services for the development of the industry. IAMAC is committed to creating a new landscape for the self-disciplinary services of the insurance asset management industry, and also effectively improving industry capacity in self-discipline, self-government, and self-development, and ultimately driving the stable and sound development of the industry.

IIS is a global forum for all stakeholders of the industry, examining vital issues which shape the industry and drive growth and innovation towards narrowing the global protection gap. The IIS membership includes re/insurance executives, regulators, academics and policy makers from across the globe. The annual Global Insurance Forum is the IIS signature event, attended by 500+ experts and insurance leaders, across all sectors and regions of the world. The 2017 Forum will take place in London, July 17-20. Be part of the conversation #IISForum.

Supporting Media Partners (5)

FTChinese is the Financial Times' Chinese language website, providing unrivalled news and information to China's top business executives and decision makers. The FT’s international team of journalists has access to senior corporate executives and politicians both in China and around the world, making it a must read for China's business leaders. FTChinese has over 2.5 million registered users and is also available via iOS, Android, Windows and Kindle platforms. The FTChinese MBA iPad App, a creative education tool with tailored training courses using FT content, was chosen by Apple for the App Store China’s “Best of 2012”. The FTIntelligence, a new research service, monitors and analyses trends and changes in China's consumer markets.

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China Zhejiang Investment & Trade Symposium is an annually comprehensive foreign economic and trade exchange hosted by People's Government of Zhejiang Province, and it has been held for 18 consecutive terms since the first session in 1999. Till now it has formed a domestic large-scale exhibition covering investment and negotiation, trade exhibition, conference and forum, introduction and exchange of talents.
 
The 19th ZJITS Opening Forum , co-organized by Zhejiang Department of Commerce and Financial Times Group, will concentrate on The Opportunities for Zhejiang—Reshaping the World Economy and invite government representatives from important economy entities, pioneer leaders of innovative economy, famous economists from both domestic and abroad, business leaders of transnational corporations, representatives of China entrepreneurs and people in investment field to Zhejiang to discuss in the frame of Hangzhou Consensus under the circumstances of facing profound changes and significant transition of the growth power of world economy, and try to promote innovative, invigorated, interconnected and inclusive economy.

Asia Insurance Review (AIR), hailed by market leaders as the leading premier professional regional journal, is a strategic partner to the insurance industry.  It is continually committed to serving the insurance industry with information, technical and editorial content as well as daily on-the-spot updates, high quality technical conferences, reinsurance rendezvous and industry Awards to support the industry’s march towards higher standards and greater professionalism.

For 25 years, AIR has remained the official magazine of leading industry events in Asia including the East Asian Insurance Congress (EAIC), and the Singapore International Reinsurance Conference (SIRC), while being the Permanent Observer of the Asean Insurance Council. 

ET Net News Agency was founded in 1994, it is one of the major business units in Hong Kong Economic Times (HKET) Group (HK Listed Code:00423). ET Net is the major vendor at Banking and Finance Sectors including real-time financial news and quotes. ET Net has been recognized as a market leader in financial service industry.  

Published from Hong Kong, Insurance Asia News offers leading-edge commentary, opinion forming features and in-depth interviews for Asia’s insurance market. 

Across the areas of emerging risks, life, health, asset management, regulation, convergence etc., Insurance Asia News will provide an essential take on the news of the moment and where possible, interpret the news in terms of its impact for markets in the future.

There is a clear demand for objective, independent and authoritative analysis. At a time of immense market change, and through the convergence of the insurance and banking sectors, the editorial coverage provided by Insurance Asia News will be valued and trusted by our readers.

前瞻网隶属于深圳前瞻资讯股份有限公司管理运营,是中国快速崛起的科技类研究型新媒体服务平台,专注于互联网科技新风口、新趋势、新模式及案例的研究解读。前瞻网秉承“发现趋势 预见未来”的品牌理念,始终坚持“对重大科技事件和风口企业进行前瞻性解读”的风格,专注用户的阅读需求和体验,为国内外用户提供高端、多元、实用的互联网科技资讯和独到观点。

Exclusive PR Partner (1)

Citigate Dewe Rogerson is a leading international financial communications consultancy, and has been in Asia Pacific for more than 25 years. With offices in Hong Kong, Beijing, Singapore and Shanghai, we are trusted advisors to major and emerging companies and to industry bodies - whenever clear and persuasive communication will make a difference.

We offer intelligent, tailored solutions delivered by a team of high-calibre people. Our sophisticated advisors bring their experience from journalism, investment banking, accountancy, financial analysis and other professional disciplines.

Our practice areas are:
• Transaction communications - helping our clients to tell their story clearly and effectively during initial public offerings and mergers and acquisitions
• Investor relations - advising listed companies on communication with analysts, shareholders and potential shareholders
• Corporate communications - offering strategic counsel to financial institutions and professional services companies to improve corporate reputations and handle crisis situations

Contact us

Michael Hinc
Sponsorship Opportunities
Financial Times
Julie Scrase
Speaking Opportunities
Financial Times
Ashley Li
Media Partner And Press Enquiries
Financial Times
Pamela Lam
Delegate Booking And Registration Enquiries
Financial Times

Venue

The Westin Beijing Financial Street
9B, Financial Street, XiCheng District
Beijing 100140

China

Tel: 86.10.6629.7532

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