Speakers

Planary Session Speakers


  • Shripad Tuljapurkar
  • Richard Jackson
  • Guy Coughlan
  • Dylan Tyson
  • Ronald Klein
  • Wonshik Kim
  • Dr. Donghyun Park
  • Jennifer Wang
  • Amy Kessler
  • R. Dale Hall
  • Douglas Anderson
  • Chao-Ting Lin
  • Cheng-Wei Chang
  • James Liu
  • Tetsushi Yamaguchi
  • Yu-Fang Tseng
  • Sharon Chao
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  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13
  • 14
  • 15
  • 16
  • 17
  • 18
  • 19

More information



Parallel Speakers


  • Ugofilippo BASELLINI
  • Andrew CAIRNS
  • Chih-Kai Chang
  • CUIXIA CHEN
  • Fen-Ying Chen
  • Liang Chen
  • Jin Gao
  • Katja Hanewald
  • Petar JEVTIC
  • Malene Kallestrup-Lamb
  • Søren Kjærgaard
  • Han Li
  • Atsuyuki Kogure
  • Hong LI
  • Johnny Li
  • Pintao Lyu
  • Richard Marshall
  • David McCarthy
  • Marius Pascariu
  • Radoslaw_Pietrzyk
  • Pawel Rokita
  • Johannes Schupp
  • Han Lin Shang
  • Tianxiang Shi
  • David Smith
  • Karen C. Su
  • Jason Chenghsien Tsai
  • Hsin-Chung Wang
  • Jennifer Wang
  • Anthony Webb
  • Mengyi Xu
  • Ching-Syang Jack Yue
  • Jingong Zhang
  • Kenneth Q. Zhou
  • Nan Zhu
  • WANG Po Lin
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13
  • 14
  • 15
  • 16
  • 17
  • 18
  • 19
  • 20
  • 21
  • 22
  • 23
  • 24
  • 25
  • 26
  • 27
  • 28
  • 29
  • 30
  • 31
  • 32
  • 33
  • 34
  • 35
  • 36

More information


Parallel Speakers

 Ugofilippo BASELLINI

Ugofilippo BASELLINI

Biography

Ugofilippo BASELLINI has a joint PhD position at the Institut national d'études démographiques (INED) and the Max-Planck Odense Center on the Biodemography of Aging (MaxO). His main research interest is the development of novel statistical methods to analyze, model and forecast mortality by focusing on age-at-death distributions, which are well suited to study longevity and lifespan variability. He is also interested in the long-term relationship between life expectancy and lifespan equality, and in the framework of pace and shape of aging.

 


 Andrew CAIRNS

Andrew CAIRNS

Biography

Andrew CAIRNS is Professor of Financial Mathematics at Heriot-Watt University, Edinburgh, and Director of the Institute and Faculty of Actuaries' Actuarial Research Centre. He is well known internationally for his research in financial risk management for pension plans and life insurers. In recent years he has been working on the modelling of longevity risk: how this can be modelled, measured and priced, and how it can be transferred to the financial markets. Amongst his work in this field, he has developed a number of new and innovative stochastic mortality models.
Since 2016, he has been Director of the Actuarial Research Centre of the Institute and Faculty of Actuaries (ARC). Additionally he leads a major research programme sponsored by the ARC on "Modelling Measurement and Management of Longevity and Morbidity Risk".
He qualified as an actuary in 1993, was elected as a corresponding member of the Swiss Association of Actuaries in 2005 and, in 2016, was elected as a Fellow of the Royal Society of Edinburgh - Scotland's national academy of science and letters.

 


 Chih-Kai Chang

Chih-Kai Chang

Biography

Chih-Kai Chang, received Ph. D. degree in Statistics from National Chengchi University and is currently an associate professor at Feng Chia University in Taiwan. He is also the Director of Actuarial Development and Research Center which advocates for actuarial research, social service and education in Taiwan. His professional interests focus on the actuarial model and liability valuation for social insurance, health care and unemployment insurance. A strong advocate for developing social service with Actuarial Science, he involves his students in current projects and research on the National Pension Scheme for the Ministry of Health and Wealth, Occupational Injury and Disease Insurance and Unemployment insurance for the Labor Bureau in Taiwan. In addition, he served as a member for the Enterprise Risk Management Committee in the Actuarial Institute of Taiwan, and is a member of Fellow of the Society of Actuaries. His working experience includes the actuarial analyst of insurance companies, and consulting actuary specified in the development of life insurance products. He had been honored with awards for his contributions to teaching and research on actuarial science.

 


Cuixia Chen

CUIXIA CHEN

Biography

CUIXIA CHEN is a Ph.D. student in Actuarial Science in the Central University of Finance and Economics. Her research interests include longevity risk management and behavioral economics.

 


Fen-Ying Chen

Fen-Ying Chen

Biography

Fen-Ying Chen is a full-time Associate Professor at Department of Finance, Shih Hsin University, Taiwan. Her majors are risk management, financial innovation and actuarial science. Dr. Chen teaches the courses of financial management, futures and option, fixed income securities and fundamental of financial engineering in Shih Hsin University. Her articles have been published in SSCI, SCI and TSSCI journals.

 


Liang Chen

Liang Chen

Biography

Liang Chen is a lecturer in the Department of Statistics, the School of Mathematical Science at University College Cork, Ireland. He is interested in modelling the longevity risk of small heterogeneous populations; critical illness and long-term care.

 


Jin Gao

Jin Gao

Biography

Jin Gao is an Assistant Professor in the Department of Finance and Insurance at Lingnan University in Hong Kong. His current research interests include asset pricing theory, risk modeling in financial products and dynamic general equilibrium models to problems in risk sharing and financial products demand. He received his PhD in Risk Management and Insurance from Georgia State University (GSU). He has publications in journals in risk management, actuarial science and corporate finance, including Insurance: Mathematics and Economics, the North American Actuarial Journal , and the Journal of Banking and Finance . Prof. Gao serves on the Continuing Education Committee of the Hong Kong Society of Financial Analysts.

 


Katja Hanewald

Katja Hanewald

Biography

Katja Hanewald is a Senior Research Fellow in the ARC Centre of Excellence in Population Ageing Research (CEPAR) at the University of New South Wales in Sydney, Australia, where she is developing the research program of CEPAR's Australia-China Population Ageing Research Hub. Her research addresses risk management and insurance aspects of population ageing. Her current research investigates the design, pricing and risk management of retirement financial products and optimal retirement financial decisions of older households.
Katja has held academic positions at Humboldt-Universität zu Berlin, Germany (2008-2010), and at the University of New South Wales (2011-2013), and worked at the German Federal Ministry of Finance (2013-2015). She obtained her doctoral degree in Economics from Humboldt-Universität zu Berlin in November 2010.

 


Petar JEVTIC

Petar JEVTIC

Biography

Petar JEVTIC is an Assistant Professor at Arizona State University, School of Mathematical and Statistical Sciences, USA. Previously, he held a position of an Assistant Professor at McMaster University, Department of Mathematics and Statistics in Canada, where he also completed his Postdoctoral Fellowship. His research interests include topics from Actuarial Science and Mathematical Finance; in particular: Stochastic Mortality Models, Hedging and Securitization of Longevity risk, ALM, Optimal Control in Pension Schemes, Health Insurance, Lévy and Marked Point Processes.

 


Malene Kallestrup-Lamb

Malene Kallestrup-Lamb

Biography

Dr. Malene Kallestrup-Lamb is an Assistant Professor at CREATES, the Department of Economics and Business Economics at Aarhus University. She is an active researcher in the fields of econometrics, with particular emphasis on mortality, longevity, ageing, pension, retirement and health. In providing useful insight in explaining and identifying longevity trends she has contributed with new types of mortality data that allows both pension funds and governments the ability to account for characteristics such as marital status, education, financial indicators, social class, and region in the estimation and forecast of mortality.

 


Søren Kjærgaard

Søren Kjærgaard

Biography

Søren Kjærgaard is a Ph.D. candidate at University of Southern Denmark where he is affiliated with the Max-Planck Odense Center on the Biodemography of Aging. He received his B.Sc. degree in Economics and Management at Aarhus University in 2012 and in 2015 he obtained his master degree from the in Economics at Aarhus University. His main research interests lies in mortality modelling and forecasting and time series econometrics.

 


Atsuyuki Kogure

Atsuyuki Kogure

Biography

Atsuyuki Kogure is a Professor of Statistics and Finance at Keio University, Japan. He holds a Ph.D. in statistics from Yale University. His previous academic experiences include a visiting researcher at the Institute for Monetary and Economic Studies at Bank of Japan and a visiting researcher at the Insurance Risk and Finance Research Centre, Nanyang Technological University, Singapore. His main interest lies in the areas of risk modeling in insurance and finance. His recent research has focused on Bayesian methods for modeling multivariate risks and their applications to mortality-linked derivative pricing.

 


Han Li

Han Li

Biography

Han Li is a Senior Research Associate at the Australia-China Population Ageing Research Hub in the ARC Centre of Excellence in Population Ageing Research (CEPAR). She received a Bachelor of Commerce (Honours) degree in Actuarial Studies at the University of Melbourne and completed her PhD degree at Monash University.
Her research expertise is in the field of mortality modeling and forecasting using advanced econometric and statistical techniques. She is currently working on projects involving multi-state health transition model and long-term care insurance in China. Han’s research has been published in top tier journals including Insurance: Mathematics and Economics and Journal of Forecasting.

 


Hong LI

Hong LI

Biography

Hong LI is an assistant professor in School of Finance at Nankai University, China, and received his PhD in Econometrics and Operations Research from Tilburg University, the Netherlands. Hong’s research focuses on mortality modeling and longevity risk management, including the pricing and hedging of annuities and longevity-linked derivative products. He has publications in journals such as the Journal of Risk and Insurance, Demography, ASTIN Bulletin, and Insurance: Mathematics and Economics

 


Johnny Li

Johnny Li

Biography

Johnny Li is the holder of the Fairfax Chair in Risk Management and an Associate Professor at the University of Waterloo. He holds a Ph.D. degree in Actuarial Science from the University of Waterloo and is a Fellow of the Society of Actuaries (FSA). He is a Co-Editor of the North American Actuarial Journal and a member of the board of directors of the Asia-Pacific Risk and Insurance Association.
Professor Li's research interests encompass the fields of stochastic mortality modeling, longevity risk securitization, reverse mortgages, and actuarial applications in law courts. He publishes frequently in journals such as the Journal of Risk and Insurance, Insurance: Mathematics and Economics, the Geneva Paper of Insurance: Issues and Practice, and the North American Actuarial Journal.
Professor Li has made significant research contribution to the area of longevity risk. His research in this area has brought him several awards, including the Harold D. Skipper Best Paper Award from the Asia-Pacific Risk and Insurance Association, the Edward A. Lew Award (2nd place) from the Society of Actuaries, and a Best Paper Award from the Actuarial Society of Hong Kong. He was a Co-Chair of the Eighth International Longevity Risk and Capital Markets Solutions Conference.

 


I-Chien Liu

I-Chien Liu

Biography

I-Chien Liu is an Assistant Professor of the Department of Insurance and Finance at National Taichung University of Science and Technology in Taiwan. He received his PhD at the Department of Risk Management and Insurance at National Chengchi University in Taiwan. His research areas cover embedded option for insurance products, reverse mortgage, mortality modelling and longevity risk. He has published articles in the Journal of Risk and Insurance, Insurance: Mathematics and Economics, and Geneva Papers on Risk and Insurance-Issues and Practice.

 


Pintao Lyu

Pintao Lyu

Biography

Pintao Lyu is a Ph.D. candidate at CentER of Tilburg University and Pricing & Hedging Department of Nationale-Nederlanden. His research fields are Risk Management, Asset Pricing and Financial Econometrics. He focuses on the topics such as longevity risk, annuity pricing and mortality modelling.
Pintao received his M.Phil in Economics from CentER of Tilburg University in 2017, and a B.A. in Economics from Central University of Finance and Economics in 2015.

 


Richard Marshall

Richard Marshall

Biography

Richard Marshall is a consultant within the UK Life Insurance team of Willis Towers Watson, where he leads the UK’s mortality modelling team with responsibility for the development and upkeep of the company’s medical mortality model, pandemic model and other stochastic mortality projection tools. A recently qualified Fellow of the Institute of Actuaries, he has five years’ experience, predominantly of mortality/longevity related projects. His particular interests are in:
-the modelling of the disease process in order to better understand likely future trends in mortality,
-the modelling of the spread of pathogens through a population, and
-the study of non-medical drivers of mortality.
He has a doctorate in Mathematics from the University of Leeds (UK).

 


David McCarthy

David McCarthy

Biography

David McCarthy had had a varied career in academia, industry and government. Before completing his PhD at the Wharton School of the University of Pennsylvania, he worked as an actuarial trainee in a large life insurance company in my native South Africa. Subsequently, David worked in academia at Oxford University and Imperial College, London, where he started and ran an actuarial MSc program. He took a sabbatical from academia to advise the National Treasury of South Africa on financial sector regulation, public-sector pensions and retirement reform. This varied background has given him a unique and informed perspective on issues of national and international importance related to population ageing, retirement provision and financial sector regulation. David’s academic work focuses on inter-generational transfers and risk sharing, the analysis of mortality risks, annuities, financial sector regulation and retirement system design and operation. David is a Fellow of the Faculty of Actuaries, Edinburgh, UK

 


Marius Pascariu

Marius Pascariu

Biography

Marius Pascariu is a Ph.D. research fellow at University of Southern Denmark (SDU) with particular interests in mortality modelling, longevity risk and actuarial science. Prior to enrolling at SDU, he was affiliated with Max-Planck Institute for Demographic Research in Germany. He holds a master’s degree in cybernetics and quantitative economics from Bucharest Academy of Economic Studies.K

 


Radoslaw Pietrzyk

Radoslaw Pietrzyk

Biography

Radoslaw Pietrzyk is an assistant professor at Wroclaw University of Economics, Department of Financial Investments and Risk Management. His main areas of interest are risk management, portfolio management and portfolio performance evaluation. Currently, his interest is focused on life-cycle-spanning models of household financial plan optimization, especially – the risk management aspects of such models. He is involved in a research project within which an integrated model of risk in life-long household financial planning is developed. He is a co-author of a book called “Integrated Risk Model in Household Life Cycle”, which was prepared as part of the project and concludes its current achievements, proposals and problems.

 


Pawel Rokita

Pawel Rokita

Biography

Pawel Rokita is an assistant professor at Wroclaw University of Economics, Department of Financial Investments and Risk Management. For several years, his research was focused on the area of market risk measurement and dependence measurement, including dependence between extreme values. At present, his interests encompass such fields as stability of financial system, systemic approach to financial markets, legal aspects and taxation of derivative instruments, and personal finance. As far as the field of personal finance is concerned, he is a member of a research team which is developing a life-cycle-spanning integrated model of household risk. As part of this project, he co-authored a book called “Integrated Risk Model in Household Life Cycle”.

 


Johannes Schupp

Johannes Schupp

Biography

Johannes Schupp (M.Sc.) is a consultant at the Institut für Finanz- und Aktuarwissenschaften (ifa), an actuarial consulting firm based in Ulm, Germany (www.ifa-ulm.de). The focus of his consulting work is on the development and implementation of innovative life insurance products and actuarial biometric models. Johannes is a Ph.D. student in actuarial science at the institute of insurance science at Ulm University (http://www.uni-ulm.de/en/mawi/institute-of-insurance-science.html). His research topics focus on mortality modeling and the identification of long-term mortality trends. He holds a Master of Science degree from Ulm University and is a junior member of the German Society of Actuarial and Financial Mathematics (DGVFM).

 


Han Lin Shang

Han Lin Shang

Biography

Han Lin Shang is a Senior Lecturer in Statistics at the Research School of Finance, Actuarial Studies and Statistics, Australian National University. He obtained a First Class Honours degree in Statistics in 2006 from LaTrobe University, and obtained a PhD with Mollie Holman medal from Monash University in 2010. He has research interests in actuarial studies, computational statistics, demographic forecasting and empirical finance. His publications include articles in the Journal of Computational and Graphical Statistics, Annals of Applied Statistics, Statistics and Computing, Computational Statistics and Data Analysis, Journal of Time Series Analysis, International Statistical Review, Journal of Nonparametric Statistics, Journal of Multivariate Analysis, Journal of Population Research, Demographic Research, Population Studies and Insurance: Mathematics and Economics. He is currently serving as an associate editor for Journal of Computational and Graphical Statistics and Australian & New Zealand Journal of Statistics.

 


Tianxiang Shi

Tianxiang Shi

Biography

Tianxiang Shi is an Assistant Professor of Actuarial Science at the Department of Risk, Insurance and Healthcare Management, Temple University. He obtained his PhD in Actuarial Science from the University of Waterloo and is a Fellow of the Society of Actuaries (FSA). He also received a B.S. degree in Mathematics from Zhejiang University in China and a M.S. degree in Actuarial Science from the University of Illinois at Urbana-Champaign. Dr. Shi’s research mainly focuses on risk and insolvency analysis, pension, stochastic modeling in insurance and finance. His research papers have been published in major actuarial and insurance journals such as Journal of Risk and Insurance, Insurance: Mathematics and Economics, ASTIN Bulletin, and North American Actuarial Journal.s.

 


David Smith

David Smith

Biography

David Smith is a Senior Lecturer in Actuarial Science in the Faculty of Actuarial Science and Insurance, Cass Business School, where he is Course Director of the BSc (Hons) Actuarial Science degree. He has carried out a great deal of research with Professor Les Mayhew in developing new methods of projecting populations as well as investigating new ways that the increasing costs of pensions and long-term care in the UK could be funded. He completed the Institute of Actuaries’ examinations in 2002.

 


Karen C. Su

Karen C. Su

Biography

Karen C. Su is an assistant professor at the Department of Insurance and Finance, National Taichung University of Science and Technology, Taiwan. She received her Ph. D. in finance from National Taiwan University and M. S. in risk management and insurance from University of Wisconsin-Madison. Her research interests include actuarial science, risk theory and life insurance.

 


Jason Chenghsien Tsai

Jason Chenghsien Tsai

Biography

Jason Chenghsien Tsai is a professor of the Risk Management and Insurance Department and the chair of the Research Center on the Sustainable Development of Insurance Industries at National Chengchi University. Jason’s research interests lie at the intersection of insurance and finance. He has published in the Journal of Risk and Insurance, Insurance: Mathematics and Economics, European Journal of Operational Research, among others. Jason has led and participated in many projects for insurance supervisors, organizations, and companies in Taiwan. He was a Fulbright Scholar visiting Santa Clara University. Jason’s doctoral degree is in Risk Management and Insurance from Georgia State University. He got his Master’s and Bachelor’s of Business Administration from Carnegie Mellon University and National Taiwan University, respectively.

 


Hsin-Chung Wang

Hsin-Chung Wang

Biography

Hsin-Chung Wang had 8 years work experience at Cathay Life Insurance Co. in Taiwan. He received his Ph.D. degree from National Chengchi University in Taiwan, He accepted an offer from Department of Finance and Actuarial Science, Aletheia University, as an associate professor and chairman and now also serve as the director in Chung Hua Senior High School. His major research fields are statistics and actuarial science.

 


Jennifer Wang

Jennifer Wang

Biography

Professor Jennifer Wang is the Distinguished Chair Professor and Vice President of National Chengchi University. She is the current president of Taiwan Risk and Insurance Association (TRIA) and the chairman of Fintech Research Center at National Chengchi University in Taiwan. She is also the current President of Pension Funds Association. For the past three years, she has served as the Chairperson of the Financial Supervisory Commission in Taiwan. Professor Wang was also elected as a board member of both the American Risk and Insurance Association and the Asia-Pacific Risk and Insurance Association. With extensive research in the risk management for insurance companies and pension fund management, professor Wang has served for years as the board of director and consultant for many life insurance companies and as the board member to various committees in major pension funds, including National Annuity Insurance Fund, Labor Insurance Fund, and Public Service Pension Fund in Taiwan. She was also a research fellow of China Center for Insurance and Social Security Research in Peking University, China. Her main area of research interest includes risk management and insurance, longevity risk and pension, financial market, Fintech, retirement planning and annuity market, especially in the asset liability management issues for pension fund and insurance companies.

 


Anthony Webb

Anthony Webb

Biography

Anthony Webb holds a Ph.D in economics from the University of California, San Diego. After ten years at the Center for Retirement Research at Boston College, he is currently the Research Director at the Retirement Equity Lab at The New School, New York. His research focuses on the operation of annuity and long-term care insurance markets, the United States Social Security system, asset drawdown in retirement, and financial preparedness for retirement, and has been published in journals including the Journal of Risk and Insurance, Insurance, Mathematics, and Economics, and The Geneva Papers. Anthony has been funded by the United States Social Security Administration, the National Institutes of Health, and AARP, among others.

 


Mengyi Xu

Mengyi Xu

Biography

Mengyi Xu is a PhD student at ARC Centre of Excellence in Population Ageing Research (CEPAR) and UNSW Business School. Her PhD thesis looks at pre-retirement investment strategies and post-retirement income solutions in the presence of housing. She obtained her Bachelor of Commerce (Hons) degree from UNSW Australia.

 


Ching-Syang Jack Yue

Ching-Syang Jack Yue

Biography

Ching-Syang Jack Yue is a consultant, an actuary, and a professor of Statistics Department at College of Commerce, National Chengchi University. Jack formed the Statistical Consulting Center and is one of the founders of Survey Center at College of Commerce, National Chengchi University. He served as the Chair of Statistics Department, National Chengchi University in 2003~2005 and the Chair of Taiwan Population Association in 2011~2013. Jack has been a consultant and advisor in life table construction and population study, as well as a reviewer of the Review Committee of Life insurance Products of Financial Supervisory Commission, for the Taiwan government. Jack focuses his research on the statistical study of experienced rates, especially on the longevity risk, and he is also a leader of Big Data research team at College of Commerce, National Chengchi University. His research work can be found in several academic journals, such as ASTIN Bulletin, Geneva Papers on Risk and Insurance, Insurance: Mathematics and Economics, Journal of Clinical Nutrition, and North American Actuarial Journal.

 


Jingong Zhang

Jingong Zhang

Biography

Jingong Zhang is a Ph.D. student in the Department of Statistics and Actuarial Science at the University of Waterloo. His research interests focus on time-consistent planning, stochastic optimal control and longevity risk management. He is a Society of Actuaries James C. Hickman Scholar 2015-2018.

 


Kenneth Q. Zhou

Kenneth Q. Zhou

Biography

Kenneth Q. Zhou is a PhD student in the Department of Statistics and Actuarial Science at the University of Waterloo under the supervision of Professor Johnny Li. He also received his Bachelor of Mathematics in Actuarial Science from the University of Waterloo. His research interests focus on longevity risk management and stochastic mortality modeling. Kenneth is a Society of Actuaries James C. Hickman Scholar and a recipient of the Alexander Graham Bell Canada Graduate Scholarships of the Natural Sciences and Engineering Research Council of Canada.

 


Nan Zhu

Nan Zhu

Biography

Dr. Nan Zhu is an Assistant Professor of Risk Management at the Smeal College of Business, Pennsylvania State University. He earned his B.S. and M.S. in Financial Mathematics, and B.A. in Economics, all from Peking University in China, and received his PhD in Risk Management and Insurance from Georgia State University. He is a Fellow of the Society of Actuaries (FSA) and Charted Enterprise Risk Analyst (CERA). Dr. Zhu’s research interests include stochastic mortality modeling, secondary life market, longevity risk management, and insurance contract design. He has published in the Journal of Risk and Insurance, The North American Actuarial Journal, The Geneva Papers on Risk and Insurance. His doctoral thesis was supported by the 2011 Research Grant from the Geneva Association.

 


WANG Po Lin

WANG Po Lin

Biography

Polin is currently a risk management and insurance phd student at university of Georgia, working for a research program funded by the Economic and Social Research Council (ESRC), which is titled as “Changes in the distribution of resources across generations in both the UK and the US". He holds bachelor degrees in applied mathematics and management science at National Chio Tung University, and master degree of math finance from Boston university. Prior to current position, he worked for Cathay life Insurance Company in Taiwan and Cathay Conning Asset Management in Hong Kong, specializing product development and asset liability management (ALM), economic capital (EC) model development in particular. His completed SOA exams include P, FM, MFE, MLC, and C.

 


Sponsors

Diamond Sponsors



 

Prudential Financial, Inc. (NYSE: PRU), a financial services leader with more than $1.2 trillion of assets under management as of March 31, 2017, has operations in the United States, Asia, Europe, and Latin America. The diverse and talented employees of Prudential Financial, Inc. (PFI) are committed to helping individual and institutional customers grow and protect their wealth through a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, and investment management. In the U.S., Prudential's iconic Rock symbol has stood for strength, stability, expertise and innovation for more than a century.

The Prudential Insurance Company of America (PICA) and Prudential Retirement Insurance and Annuity Company (PRIAC), both wholly owned subsidiaries of PFI, are leading the way in helping all types of defined benefit plans in the United States create a clear path to pension de-risking, regardless of their plan size or funded status. As the largest manager of U.S. pension buy-outs, PICA's and PRIAC's risk transfer solutions combine its core strengths in retirement, insurance and asset management. In addition, PRIAC provides longevity reinsurance to insurers in the United Kingdom. These strategies transfer longevity risk to PRIAC in exchange for reinsurance premiums, and deliver the flexibility U.K. insurers need, along with the added security their clients demand. For its innovative work in the $27 billion BT Pension Scheme transaction, and its continued support in this important growth area for the pension industry, PFI has been named “Reinsurer of the Year” for the past three consecutive years (2014-2016).

https://www.prudential.com/


The Society of Actuaries (SOA) is a global professional actuarial organization, with more than 28,000 members in 84 countries.

A credential from the SOA is well respected, highly portable (between both employers and countries) and recognized by regulatory bodies around the globe. The SOA offers rigorous education pathways covering all areas of actuarial practice, including Corporate Finance and Enterprise Risk Management, General Insurance, Group and Health, Individual Life and Annuities, Quantitative Finance and Investment and Retirement Benefits. Our distinguished credentials, Fellow of the Society of Actuaries (FSA), Associate of the Society of Actuaries (ASA) and Chartered Enterprise Risk Analyst (CERA) demonstrate a mastery of risk management and analytic skills.

The SOA is recognized the world over for the strength of our credentials, the rigor of our education, the reach of our network, the quality of our research and the work we do to advance the interests of actuarial professionals around the globe.

For more information, please visit SOA.org.

https://www.soa.org/


Established in October 1962 and listed on Taiwan Stock Exchange in November 1964, Cathay Life Insurance Co., Ltd. ranks number one in the industry in terms of both total premium income and total assets. In 2016, we recorded US$20.68 billion in total premium income and US$170.82 billion in assets. With more than 8 million customers, one-third of population in Taiwan, we are not only a premium brand in the minds of consumers, but we have also won the recognition of professional institutions at home and abroad.

Our efforts are well-recognized by professional institutions. In Taiwan, we were recognized in the "Taiwan Insurance Excellence Award," the highest honor in the insurance industry by being a six-time consecutive winner and recipient of the highest number of medals. Globally, we were included in the Global 500 list selected by Fortune Magazine, the only financial institution in Taiwan to have achieved this honor.

Cathay Life is dedicated to investing in Corporate Sustainability (CS), including environmental, social and corporate governance issues. We were not only domestically awarded Taiwan Corporate Social Award but also globally incorporated into Dow Jones Sustainability Indices (DJSI) due to the complete, long-term contribution.

Cathay Life embraces a vision of leading financial institution in the Asia-Pacific region. We were humble to reach a number of achievements along with our customers in the past. Looking forward, Cathay Life will continue to improve the scale of corporate sustainability, secure the leading position in Taiwan insurance industry, and firmly develop advanced global business strategies.

https://www.cathaylife.com.tw/bc/B2CStatic/index.html

 

     

Franklin Templeton Investments
Founded in 1947, Franklin Templeton Investments is recognized as a leader for its global growth, value stock investments and innovative fixed-income products under the Franklin, Templeton, and Mutual Series.

Franklin Templeton Investments, with over $752.7 billion in assets under management (as of July 31, 2017), has grown to the current size of 9,000 staff, including 650 investment professionals and has 46 offices in 35 countries around the world. Franklin Templeton Investments offers more than 200 investment products, providing investors with the flexibility to choose from a great variety of goals—from value to growth and sector–specific to international—to meet their individual investment objectives.

Profile:
-Ranked #2 in Mixed Asset categories in 2016 Barron’s Annual Best Fund Families Ranking (Barron’s,2017/2/11)
-Ranked one of Top 500 U.S Companies by revenue (Fortune, 2016/9)
-First publicly traded mutual fund company listed on S&P500 index; traded in New York Stock Exchange, Pacific Exchange and London Stock Exchange.

Franklin/Templeton Securities Investment Consulting (SinoAm) Inc.
Established in 1991, Franklin/Templeton Securities Investment Consulting (SinoAm) Inc. is the master agent of the Franklin Templeton Investments in Taiwan. It offers a diverse range of funds , in-depth research reports and consulting services of asset management. Headquartered in Taipei, Franklin/Templeton Securities Investment Consulting (SinoAm) Inc. has subsidiaries in Taichung and Kaohsiung. The investment services include retail mutual funds distribution and institutional investments. In accordance with the corporate mission of global and long-term investment, Franklin/Templeton Securities Investment Consulting (SinoAm) Inc. is dedicated to offer professional investment services of mutual funds to investors in Taiwan.

This information is provided by Franklin Templeton Securities Investment Consulting(SinoAm) Inc.
Franklin Templeton Securities Investment Consulting(SinoAm) Inc is a separately entity and independently operating business.
Telephone:(886-2)2781-0088
http://www.Franklin.com.tw
Address: 8F,NO.87,Sec.4,Zhong Xiao E. Rd.,Taipei,Taiwan
 

 

Against a backdrop of low interest rates and declining profitability, Fubon Life delivered excellent financial performance in 2016. Net profit totaled NT$28.688 billion, or NT$4.13 per share. First-year and total premiums were NT$204.3 billion and NT$493.6 billion, respectively. Throughout the year, the company earned accolades from industry and news publications recognizing its exceptional leadership in operational performance, client service and involvement in the community. Asia Insurance Review named Fubon Life as Life Insurance Company of the Year and Insurance Company of the Year for Agents in 15 Asia-Pacific countries. World Finance awarded it Best Life Insurance Company, Taiwan for the fifth time. 2016 also marked the sixth consecutive year that Fubon Life was selected by finance and insurance graduates as the best company to work for. Other honors included a stellar number of 16 awards from the 18th Faith, Hope, and Love Awards, and first place in the Life Insurance category in CommonWealth magazine’s Golden Service Award.

https://www.fubon.com/life/direct/?gclid=Cj0KCQjw8vnMBRDgARIsACm_BhKxUt4YR1-I7ijy8MJVuE5VyBK1yB9n89TMgw_PyRg8pIt1TRTkc8IaAu31EALw_wcB

 

     

Amundi is Europe’s largest asset manager by assets under management and ranks in the top 10 globally. Thanks to the integration of Pioneer Investments, it now manages over USD1.3 trillion of assets across six main investment hubs . Amundi offers its clients in Europe, Asia-Pacific, the Middle-East and the Americas a wealth of market expertise and a full range of capabilities across the active, passive and real assets investment universes. Headquartered in Paris, and listed since November 2015, Amundi is the 1st asset manager in Europe by market capitalization and the 5th globally.

Leveraging the benefits of its increased scope and size, Amundi has the ability to offer new and enhanced services and tools to its clients. Thanks to its unique research capabilities and the skills of 5,000 team members and market experts based in 37 countries, Amundi provides retail, institutional and corporate clients with innovative investment strategies and solutions tailored to their needs, targeted outcomes and risk profiles.

Amundi. Confidence must be earned.
Visit amundi.com for more information or to find an Amundi office near you.

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Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. With over 6,800 employees worldwide, Invesco manages over US$850 billion of assets under management around the globe, serving clients in more than 120 countries (as of June 30, 2017). Invesco was established in December 1935 under the laws of England and Wales. Operating in more than 20 countries, the firm is currently listed on the New York Stock Exchange under the symbol IVZ.

Having been here since 1962, Invesco is one of the most experienced investment managers in Asia. Today, Invesco has a comprehensive presence in the Asia Pacific region with offices in Australia, China, Hong Kong, India, Japan, Singapore, South Korea and Taiwan. Invesco has also established presence in Mainland China via a joint venture operation.

https://apinstitutional.invesco.com/

 

About BNP Paribas Cardif
No. 1 worldwide in creditor insurance, BNP Paribas Cardif creates innovative savings and insurance solutions designed for performance in a world shaped by the emergence of new uses and lifestyles.

A subsidiary of BNP Paribas, the company has a unique business model anchored in partnerships. BNP Paribas Cardif co-creates solutions with distributors in a variety of sectors, who then market the products to their customers.

BNP Paribas Cardif is a recognized global specialist in personal insurance, serving 100 million clients in 36 countries with strong positions in three regions – Europe, Asia and Latin America.

With over 10,000 employees worldwide, BNP Paribas Cardif had gross written premiums of €27.1 billion in 2016, 57% of which was generated outside France.

About Cardif Assurance Vie, Taiwan Branch
Cardif Assurance Vie, Taiwan Branch is a subsidiary of BNP Paribas Cardif. It offers a range of savings and protection insurance products and is a market leader in unit-linked insurance and creditor insurance products.

The company currently has over 400 employees and has formed partnership with more than 20 financial institutions in Taiwan. In 2016, Cardif Assurance Vie, Taiwan Branch’s gross written premiums recorded NT$48 billion and ranked the 23rd in Top 100 financial company and 13nd in life insurance category which survey conducted by CommonWealth Magazine.

Cardif Assurance Vie, Taiwan Branch has strong commitment to Corporate Social Responsibilities. For many years, it has provided support to a variety of environmental protection, financial education, and community support activities. In 2016, it received the Best CSR Merit Award in the “Insurance Faith, Hope & Love Awards” for the fourth consecutive year and the Best Integrated Communication Merit Award in the “Insurance Faith, Hope & Love Awards

https://www.cardif.com.tw/life/

 


Platinum Sponsors



AllianceBernstein L.P. (“AB”) is a leading global investment management firm that provides diversified investment management services worldwide to institutional, high-net-worth and retail investors. The investment services encompass equities, fixed income, multi-asset and alternatives. AB also provides independent investment research, trading and brokerage-related services to institutional clients through Bernstein Research Services. AB is one of the largest investment management firms in the world, with $526 billion in assets under management as of 31 July 2017.

In 2001, AllianceBernstein L.P. set up its Taiwan office and acquired a local SITE company in 2011 to form AllianceBernstein Investments Taiwan Limited. It allows us to utilize AB’s global investment resources to strengthen our local investment capability. We work closely with our clients and provide timely market updates, research insights, and on-the-ground client services across major cities including Taipei, Taichung and Kaohsiung. Over the years, we’ve brought together its resources in the region and around the world to support Taiwanese clients and to keep them “Ahead of Tomorrow”. AB Taiwan has received Best Retail House/ Best House for Offshore Funds from Asia Asset Management Magazine for seven consecutive years.

https://www.AllianceBernstein.com.tw



Mercuries Life Insurance Co., Ltd. (MLI) was founded in 1993 and became a TAIEX listed company in December 2012. MLI focuses on high value-added products, including life insurance, health insurance, accident insurance, annuities, universal insurance, group insurance, and investment-linked insurance, and primarily operates its business in Taiwan through seven branch offices located in Taipei, Taichung, Chiayi, Tainan and Kaohsiung.

Over the years, MLI has maintained steady growth in revenue, assets, and in-force policies, and is now one of the leading brands in Taiwan’s life insurance market. In 2017, the number of our customers and policies in force exceeded 2.3 million and 3.9 million, respectively.
Mercuries Life Insurance has been actively developing overseas markets, with an emphasis on employee training and balanced organizational development. We focus on the needs of our customers and seek to strengthen operational efficiency while expanding our business.

https://www.mli.com.tw/MLI_Public/Default.aspx

 

Plenary Session Speakers

 Shripad Tuljapurkar

Shripad Tuljapurkar
/Dean & Virginia Morrison Professor of Population Studies and Professor of Biology at Stanford University/

Plenary Session 1 / Global Trends in Population Aging and Longevity Risk

Shripad Tuljapurkar is Professor of Biology and the Dean & Virginia Morrison Professor of Population Studies at Stanford University, and former director of Stanford’s Center for Population Research. He is a member of the Center for the Demography and Economics of Aging at the University of California, Berkeley.
He has served on review panels at the US National Institutes of Health and National Science Foundation; led a panel on aging for the International Union for the Scientific Study of Population; and served on a Technical Advisory Panel to the US Social Security Administration. He has done population research from multiple perspectives: demographic, ecological, evolutionary. Research areas include stochastic dynamics of human and natural populations; probability forecasts including aging and fiscal balance; prehistoric societies, sustainability, and human welfare.

Additional info: Read More

 


Richard Jackson

Richard Jackson
/President of the Global Aging Institute/

Plenary Session 1 / How Global Aging Will Transform the Economy, Society, and Geopolitical Order of the 21st Century

Richard Jackson is the founder and president of the Global Aging Institute (GAI), a nonprofit research and educational organization dedicated to improving understanding of the economic, social, and geopolitical challenges created by population aging. Richard is the author or co-author of numerous policy studies, including Global Aging and Retirement Security in Emerging Markets: Reassessing the Role of Funded Pensions (2015); From Challenge to Opportunity: Wave 2 of the East Asia Retirement Survey (2015); Lessons from Abroad for the U.S. Entitlement Debate (2014); The Global Aging Preparedness Index, Second Edition (2013); U.S. Development Policy in an Aging World: New Challenges and New Priorities for a New Demographic Era (2103); and The Graying of the Great Powers: Demography and Geopolitics in the 21st Century (2008). Richard regularly speaks on demographic issues and is widely quoted in the media. He holds a Ph.D. in history from Yale University and lives in Alexandria, Virginia, with his wife Perrine and their three children, Benjamin, Brian, and Penelope.

Additional info: Read more

 


Guy Coughlan

Guy Coughlan
/Chief Risk Officer, USS/

Plenary Session 1 / Longevity Black Swans: Looking Beyond Past Trends to What Potential Disruptive Developments in Medicine, Healthcare, Technology and Lifestyle May Mean for Life Expectancy

Guy is Chief Risk Officer at the Universities Superannuation Scheme (USS), a defined benefit UK pension plan with assets of approximately £50 billion. Guy joined USS in January 2015 from Pacific Global Advisors where he was Chief Risk and Analytics Officer. Prior to that he held several senior roles at JP Morgan, where he spent 17 years and finished as European Head of the Pension Advisory Group. While at J.P. Morgan Guy established the longevity solutions team and led the development of the LifeMetrics framework for managing longevity risk. Together with his J.P. Morgan colleagues he was involved in executing the world’s first two capital markets based transactions for longevity risk transfer. Guy holds a D.Phil. from Oxford University and an MBA from Henley Business School.

Additional info:Read More

   


Dylan Tyson

Dylan Tyson
/Executive Vice President and Former Chief Strategy Officer, Prudential Life of Korea/

Plenary Session 2 / Defining Retirement Security – The Needs of Real People in Asia

Dylan Tyson is Executive Vice President and Former CSO (Chief Strategy Officer) of Prudential Life Insurance of Korea. As CSO he oversaw strategy, marketing, product development, sales compensation, project management and asset management at POK.
Before transferring to Prudential of Korea, he was a senior vice president charged with overall responsibility for Prudential’s rapidly growing Pension Risk Transfer business in the United States. Serving more than 5,700 clients and 1.6 million individuals, Dylan led a team of over 240 colleagues across multiple locations to deliver innovative solutions for Prudential’s clients.
In 2012 Dylan led the breakthrough General Motors Corporation pension buy-out transaction, a $25 billion group annuity contract purchase that transferred the benefit obligations for nearly 110,000 General Motors retirees to Prudential.
Dylan joined Prudential in 1995 through the company’s Advanced Management Development program. In his almost two decades of tenure, Dylan has developed broad experience in defined benefit and institutional investment products, serving at various times as head of payout Annuities, Investment Only Stable Value, Business Development for Institutional Investment Products, and Structured Settlements.
Dylan received his bachelor’s degree with high honors from Stanford University, and an M.B.A. from the Anderson School at UCLA. Dylan is a CFA® Charterholder.

   


Ronnie Klein

Ronald Klein
/Director of Ageing at The Geneva Association /

Plenary Session 2 / Changing the Environment to Encourage Solutions
Panel discussion from a public policy perspective

Ronnie Klein is the Director of Global Aging for The Geneva Association –the leading international insurance think tank for strategically important insurance and risk management issues.
As the leader of The Geneva Association’s work on global ageing issues his responsibilities include the development and publication ofpapers and articles on the topic of global ageing; leadership ofthe annual Geneva Association Health & Ageing Conference;managing the industry working group on global ageing; liaisonwith other(re)insurance and ageing-related associations as well asrepresentationof The Geneva Association at conferences andmeetings. Ronnie willbring a practical approach to research by providing workable suggestions to mitigate global risks related to ageing.
Prior to joining The Geneva Association, Ronnie was the Head of Protection Pricing and Head of Reinsurance for the Life Division of Zurich Insurance Group in Zurich Switzerland. While at AIG in New York, he structured internal and external reinsurance solutions as Head of Life Reinsurance.
Ronnie worked for the Life Division of Swiss Re in New York and London as the Head of Global Pricing and Head of Marketing for NorthAmerica. During his tenure at Swiss Re, he developed the first mortality bond and is the patent holder.
In 1980, Ronnie began his career at the Mutual Life Insurance Company of New York in various roles including Agent Compensation, Health Insurance andReinsurance.
Ronnie is a Fellow in the Society of Actuaries and a Member of the American Academy of Actuaries. He is currently on the Board of Directors of the Society of Actuaries. Ronnie graduated from Binghamton University with honors.

   


Wonshik Kim

Wonshik Kim
/Professor, Economics, College of International Business, Konkuk University/

Plenary Session 2 / Changing the Environment to Encourage Solutions
Panel discussion from a public policy perspective

Education
Ph.D. (Economics), Department of Economics, Texas A&M University, U.S.A, 1988
M.A. (Economics), Department of Economics, Sogang University, Korea, 1982
B.A. (Economics), Department of Economics, Sogang University, Korea, 1980

Specialties Public Finance/ Public Policy
Labor Economics
Social Insurance/ Welfare program
Public pension/ Private pension
Health Insurance
Business Career
Present, Member, Committee of National Pension
Present, Member, Committee of National Health Insurance
2014 President, Korea Public Finance Association
2011 President and Founder, Korea Pension Association
2009 President, Korea Social Security Association

Publications
“Tax Policy for the Private Pension in Korea,” Journal of Public Finance, Vol.9-4, Dec. 2016. pp. 33-58. (in Korean)
Assessing to the Sustainable Social Security System, Hansun Foundation, 2008 (in Korean)

   


Dr. Donghyun Park

Dr. Donghyun Park
/Principal Economist, Asian Development Bank/

Plenary Session 2 / Changing the Environment to Encourage Solutions
Panel discussion from a public policy perspective

Dr. Donghyun Park is Principal Economist at the Economic Research and Regional Cooperation Department of the Asian Development Bank (ADB), which he joined in April 2007.
Prior to joining ADB, Dr. Park was a tenured Associate Professor of Economics at Nanyang Technological University in Singapore. He has a PhD in Economics from UCLA, and his main research fields are international finance, international trade, and development economics. His research, which has been published extensively in journals and books, revolves around policy-oriented topics relevant for Asia’s long-term development, including the middle-income trap, population aging, and financial sector development.
Dr. Park plays a leading role in the production of the Asian Development Outlook (ADO), and is the team leader of the group that produces the Asia Bond Monitor (ABM). Both ADO and ABM are flagship ADB publications.

DR. DONGHYUN PARK
Principal Economist
Economic Research and Regional Cooperation Department
Asian Development Bank
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

   


Jennifer-Wang

Jennifer Wang
/ Vice President of NCCU, Former Chairman of Financial Supervisory Commission in Taiwan /

Plenary Session 2 / Changing the Environment to Encourage Solutions
Panel discussion from a public policy perspective

Plenary Session 5 / New Deployment of Fintech Solutions for Hedging Longevity Risk

Professor Jennifer Wang is the Distinguished Chair Professor and Vice President of National Cheng-Chi University. She is the current president of Taiwan Risk and Insurance Association (TRIA) in Taiwan and the chairman of Fintech Research Center at National Cheng-Chi University. For the past three years, she has served as the Chairperson of the Financial Supervisory Commission in Taiwan. Professor Wang was also elected as a board member of both the American Risk and Insurance Association and the Asia-Pacific Risk and Insurance Association. With extensive research in the risk management for insurance companies and pension fund management, professor Wang has served for years as the board of director and consultant for many life insurance companies and as the board member to various committees in major pension funds, including National Annuity Insurance Fund, Labor Insurance Fund, and Public Service Pension Fund in Taiwan. She was also the president for Pension Funds Association in Taiwan, and a research fellow of China Center for Insurance and Social Security Research in Peking University, China. Her main area of research interest includes risk management and insurance, longevity risk and pension, financial market, Fintech, retirement planning and annuity market, especially in the asset liability management issues for pension fund and insurance companies.

Additional info:Read More

   


Amy Kessler

Amy Kessler
/Senior Vice President and Head of Longevity Risk Transfer, Prudential Retirement /

Plenary Session 2 / Providing Retirement Security – Balancing Value and Risk in Lifetime Income Solutions

Amy KESSLER is senior vice president and head of Longevity Risk Transfer within Prudential's Pension Risk Transfer business. In this role, Amy leads Prudential’s longevity reinsurance business globally and serves on the senior leadership team for Prudential’s pension risk transfer efforts in the United States. In 2011, Amy led Prudential's successful launch of its longevity reinsurance product and, together with her exceptional team, has closed more than $45 billion in international reinsurance transactions since, covering members of nearly 200 pension funds in the United Kingdom, including British Airways and Rolls Royce. In 2014, Amy led Prudential’s reinsurance team in the largest and most innovative longevity risk transfer transaction on record for the BT Pension Scheme – this transaction was recognized as “Deal of the Year” by Risk Magazine and earned Prudential top honors as “Reinsurer of the Year,” an honor they received again in 2015 and 2016. With nearly 30 years of experience, Amy is an innovator whose work helps pension funds proactively manage longevity risk and create retirement security for their members.

   


Dale Hall

Dale Hall
/Managing Director of Research, Society of Actuaries/

Plenary Session 3 / Society of Actuaries Mortality Research: Implications for Insurers and Pensions

R. Dale Hall, FSA, MAAA, CERA, CFA is Managing Director of Research for the Society of Actuaries (SOA), a position he’s held since December 2013. In his role, Dale coordinates the SOA’s strategic research partnerships, oversees SOA experience studies, coordinates research across the SOA’s wide variety of actuarial practice areas, and directs the SOA’s data-driven in-house research initiatives. He is a frequent speaker at insurance and retirement industry meetings to highlight SOA research, including presentations to the actuarial task forces of the NAIC and congressional committee testimony on pension plan mortality rates. He has appeared on behalf of the SOA in a variety of media outlets including coverage on C-SPAN and National Geographic’s BREAKTHROUGH television series, and hosts the weekly Society of Actuaries Research Insights Podcast.
Prior to joining the SOA, Dale spent over 20 years in the US insurance industry, primarily as Chief Actuary for the Life/Health companies of COUNTRY Financial. While at COUNTRY, he was active in industry as a member of the ACLI Actuarial Committee, and was an adjunct professor in the actuarial science program at Illinois State University.
Dale is a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries, a Chartered Enterprise Risk Analyst and a CFA charterholder. Dale earned his MBA in Finance from Capital University and his BS in Mathematics from John Carroll University.

   


Douglas Anderson

Douglas Anderson
/Founder of Club Vita and Life & Financial Service/

Plenary Session 3 / One Size Does Not Fit All: The Importance of Granular Mortality Data in Pricing

Douglas is an entrepreneurial actuary, with a passion for developing a vibrant market in longevity risk transfers.  His actuarial career spans over thirty years and has been a partner in Hymans Roberson for approaching twenty years.  Douglas founded Club Vita in the UK in 2008 and Hymans Robertson’s enterprise risk management practice in 2011.  Before focusing on longevity risk, Douglas advised trustees and corporate sponsors of final salary pension funds on funding and risk management issues.
Club Vita has grown to track the survival patterns in a diverse population of 2.5m UK pensioners from around 220 defined benefit pension schemes.  Its longevity model, known as VitaCurves, revealed a longevity spectrum of over 10 years between sub groups of the population when data on postcode and income before retirement were captured.   This model is now used by seven global longevity reinsurers to help them acquire UK longevity risk and it has supported around half of the forty successful longevity risk transfers from UK pension schemes.   
Recent UK research has focussed on improving our understanding of longevity trends over time by splitting the population into socio-economic groups.  This showed that the socio-economic gap closed between 2000 and 2010, but has started to grow again since 2010, possibly linked to growing demands on the UK’s health and social service system as its population ages. 
     Building on its success in the UK, Douglas is working with Eckler in Canada to develop Club Vita Canada.  The early results emerging from Canada are remarkably consistent with those revealed in UK. 
Douglas has recently co-authored, with Steven Baxter, a chapter on longevity risk management for the Palgrave Handbook of Unconventional Risk Transfer (edited by Maurizio Pompella and Nicos A Scordis).

Additional info:Read More

   


Chao-Ting Lin

Chao-Ting Lin
/Managing Senior Executive Vice President of Cathay Life/

Plenary Session 3 / Mortality Modelling and Longevity Challenges for Taiwan Insurers

Education
-Master, Department of Mathematics, National Taiwan University, 1992
-PhD program study, Department of Mathematics, Purdue University, U.S.A., 1996
-PhD candidate, Department of Finance, National Taiwan University, 2004

Specialties
-Product design
-Financial reporting (Including US GAAP 、IFRS )
-Merger and acquisition
-Actuarial appraisal of life insurance company
-Capital management
-Asset liability modeling and management
-Pricing & Evaluation of financial Derivatives

Business Career
-1996 Joined Cathay Life Insurance Company
-2004 Manager, Actuarial Dept.
-2006 Senior Vice President
-2009 Executive Vice President
-2015 Senior Executive Vice President
-2017 Managing Senior Executive Vice President
responsible for Product Development Dept., Investment Product Development Dept., Product Management Dept., Actuarial Department I, Actuarial Department II, Corporate Planning Dept., Financial Planning Dept., Accounting Dept.

Publication
-“Evaluation of capital adequacy on mortality risk of Taiwan insurance market-comparison between credibility theory and Monte Carlo simulation” appeared in annual actuarial conference of Taiwan 1998

   


Chang-Cheng-Wei

Cheng-Wei Chang
/ Manager, Product Pricing Dept., Fubon Life Insurance Company Ltd. /

Plenary Session 3 / Insurance Product Design, Natural Hedging and Longevity Risk

Education and qualification
National Taiwan University MBA、National Taiwan University Dept. of Mechanical Engineering 、Fellow of the Society of Actuaries、Fellow of Actuarial Institute of Chinese Taipei

Experiences
-Fubon Life (2006-present) / Product Pricing Dept.
-Fubon Life (2003-2005) /Actuarial Dept.
-Chinatrust Commercial Bank (2002) / Institutional Credit Risk Management Division

   


RICKY CHAU

Ricky Chau
/ Vice President, Portfolio Manager, Franklin Templeton Solutions, Franklin Templeton Investments (Asia) Limited, Hong Kong /

Plenary Session 4 / Evolution of Multi-Asset Strategies and Longevity Risk

Ricky Chau is a vice president and portfolio manager for Franklin Templeton Solutions (FTS) responsible for multi-asset portfolio management and product solutions within Asia. He is working closely with different functional units and investment offices to help deliver solution-style fund products that meet the income and total return needs of Asian investors, through both strategic & tactical asset allocation and manager & strategy selection research. Mr. Chau is also a member of the FTS Global Investment Committee.

Mr. Chau joined Franklin Templeton Investments in 2016 and has 16 years of financial experience. Before joining Franklin Templeton, he held various multiasset roles covering portfolio management, portfolio construction, investment research, and advisory in various companies such as Manulife Asset Management, AXA Investment Managers, and UBS AG. Mr. Chau has lived and worked in Hong Kong, Singapore and Canada.

Mr. Chau holds a B.A. in economics from the University of British Columbia and an M.B.A. from the Heriot Watts University at Edinburgh. He also holds a Chartered Investment Manager (CIM) charter from the Canadian Securities Institute.

   


Vanessa Wang

Vanessa Wang
/Managing Director, North Asia Amundi Hong Kong Ltd./

Plenary Session 4 /Global Market Solutions for Longevity Risk

Vanessa Wang joins as a Managing Director in Amundi Hong Kong Limited, the North Asia Regional Headquarter of Amundi Asset Management, the largest European Asset Manager with over $1.3 trillion AUM. Based in Hong Kong, Vanessa leads the Sales and Marketing teams and works with Client Servicing team to provide investment solutions to Central Banks, Sovereign Wealth Funds, Pension Funds and Corporates, and is responsible for lnstitutional Business for North Asia region.
Prior to joining Amundi, Vanessa was a Managing Director and Asia Pacific Head of Pensions in Citigroup since 2010, working across various Citi Markets and Securities Services teams to advance pension fund investments and solutions. Vanessa was a member of the Leadership team of Citi Securities Services Asia Pacific, and one of the 50 Citiwomen selected globally for Women Leading Citi program 2014-2015.
Moving from New York to Beijing in 2006, Vanessa has over 20 years of experience in pension advisory in US and in Asia Pacific. Her expertise includes pension reform and investment management. Prior to joining Citi, Vanessa was a Partner and Asia Head of the Retirement, Risk and Finance business in Mercer.
ln addition to her business role, Vanessa also involved in advisory to pension industry and regulators in Asia. Vanessa is the Chairman of Hong Kong Retirement Scheme Association, the leader of Retirement lncome Workstream of Asia Pacific Financial Forum under APEC, and a member of World conomic Forum's Global Council for lnsurance and Asset Management lndustry. Graduated from University of Minnesota with a Master degree in Mathematics, Vanessa is a Fellow of Society of Actuaries (FSA) and an Enrolled Actuary in US.

   


James Liu

James Liu
/ Chairman, PHEW Inc. & Chairman, PruWell Investment Ltd./

Plenary Session 5 / InsurTech Innovation

EDUCATION
-M.A. in Statistics, University of Michigan, Ann Arbor, Michigan
-M.A. in Mathematics, University of Pittsburgh, Pittsburgh, Pennsylvania
-B.S. in Applied Mathematics, Fu-Jen Catholic University, Taipei, Taiwan, R.O.C.

AFFILIATIONS
-Fellow of the Society of Actuaries(FSA)(1989)
- Member of the American Academy of Actuaries (MAAA)(1989)
-Member of the American Statistical Association(MASA)
-Fellow of the Actuarial Institute of Taiwan


PROFESSIONAL CAREER
-1985-1988
Paul Revere Life Insurance Company, Worcester, Massachusetts
Assistant Actuary, DI Reinsurance Department
Actuarial Assistant, Experience Analysis/Product Development
-1988-1991
Prudential Life Insurance Company of America, Newark, New Jersey
Actuarial Director, International Insurance Department
Actuarial Manager, Actuarial Product Development Department
-1991-1994
Manulife Insurance Company, Taiwan
Assistant General Manager and Chief Financial Officer
-1994-2009
AEGON Life Insurance (Taiwan) Inc.
President & CEO
-2005-2008
AEGON N.V.
A Member of the Executive Council
-2003-2009
AEGON-CNOOC Life Insurance Company Ltd.
Executive Board Director
-2007-2009
AEGON-CNOOC Life Insurance Company Ltd.
Chairman of Strategy Committee
-2008-2009
AEGON-INDUSTRIAL Fund Management Co. Ltd.
Board Director
-2004-2008
The Insurance Stabilization Funds R.O.C.
Board Director
-2005-2007
European Chamber of Commerce Taipei (ECCT)
Board Director
2009-2015
TransGlobe Life Insurance Inc.
Chairman

AWARDS
-【Golden Peak Award】by OEMCROC (1998)
-【Golden Knight Award】(2001)
-【Golden Torch Award】by OEMCROC(2002)
-【Golden Merchant Awards】by The General Chamber of Commerce of ROC (2006)
-【Benchmark Award of Leadership】by ROC National HR InnoPrize(2008)
-【The National Brand YuShan Award “Outstanding Enterprise”】(2012)
-【Golden Peak Award “Top-10 Leaders”】by OEMCROC (2013)

   


Yamaguchi

Tetsushi Yamaguchi
/General Manager of Reinsurance Dept. of The Gibraltar Life Insurance Company Co., Ltd./

Plenary Session 5 / Longevity Risk and Fintech Long-term Care Experiences in Japan

Personal summary
  • Tetsushi Yamaguchi, General Manager of Reinsurance Dept. of The Gibraltar Life Insurance Company Co., Ltd., has nearly 30 years' of experience in life insurance business.
  • In Gibraltar Life, AIG Star Life, IBM, and some large life companies, Yamaguchi had engaged in product development for over 10 years, being in charge of negotiating with Financial Services Agency of Japanese regulator.
  • Yamaguchi has also many experiences in several other areas, such as IT strategy, sales marketing promotion, operation, actuarial, and project management.
  • Since 2014, Yamaguchi has been managing both ceding and assuming reinsurance of Gibraltar Life. Through reinsurance business, he has supported product development of many direct insurance companies.
  • Furthermore, in seven countries he had over 20 lectures in the seminar held by Life Insurance
  • Association in Asian countries and Oriental Life Insurance Cultural Development Center (OLIS).
    ※ Yamaguchi majored in Finance Management Theory in Commerce Dept. of Waseda University.
    At present, he has a role of vice representative secretary of the alumni association of Waseda University.
Work experience
  • 2012 : Gibraltar Life = Manager of Product Planning Dept., General Manager of Reinsurance Dept. of Actuarial Group since 2014)
  • 2005 : AIG Star Life = Manager of Profit Center Health Insurance Dept, Manager of Independent Agency Management Dept.
    General Manager of Product Development Dept. and General Manager of Sales Promote Tool( include Portable Device APP) Dept
  • 2000 : IBM Japan = Participated in projects of "Cho-Hoken of Tokyo Marine" and "Next new system of Nihon Life" and won President's and Director's awards.
  • 1990 : Chiyoda Life = Product Development Dept., Sales Promotion Dept., Head of Tokyo Metropolitan Area Sales Agency

   


Yu-Fang Tseng

Yu-Fang Tseng
/ Assistant Vice President Actuarial Department, Mercuries Life Insurance /

Invited Speaker

Professional Designations / Educational Background
-Fellow of Society of Actuaries (FSA)
-Fellow of Actuarial Institute of Republic of China (FAIRC)
-MSc in Actuarial Science, University of Nebraska-Lincoln, USA
-B.S. in Business Mathematics, Soochow University, Taiwan

Working Experience
Mercuries Life (2003.05~ present)
-Actuarial Projects, Reinsurance, RBC, and IFRS 4 etc, Actuarial Dept. (2011~ present)
-Pricing & product development, Product Development Dept. (2008.07~2010)
-U.S GAAP valuation/modeling, Financial Reporting & Strategy Dept. (2003.05~2008.06)

Prior to Mercuries Life
-- Worked with insurers of Farglory Life, ING-Life of Georgia, Citicorp Life, and Winterthur Life. Mainly focused on product development, pricing, and modeling.

   


Sharon Chao

Sharon Chao
/ Director, Multi-Asset Solutions Investment Department, Alliance Bernstein Taiwan /

Invited Speaker

Sharon Chao joined AB in 2014 as Head of Multi-Asset Solutions in Taiwan. Previously, she was the offshore fund manager and client portfolio manager at J.P. Morgan Asset Management (Taiwan). Prior to that, Chao worked in marketing at Yuan Shou International and Prudential Financial Securities Investment Trust Enterprise. She holds a BS in business management from the State University of New York, Stony Brook, and an MBA in financial institutions and markets/corporate financial management from the State University of New York, Buffalo. Location: Taiwan

   


VISA

Issuance of Visa
Visa applicants are encouraged to apply for their visas well in advance of their intended date of travel. No assurance regarding the issuance of visas can be given in advance. Final travel plans or the purchase of non-refundable tickets should not be made until your application has been approved and you have received your visa.

Who needs a visa?
To find out if you need a visa to enter the Taiwan, visit: http://www.boca.gov.tw/ct.asp?xItem=1443&ctNode=779&mp=2

Apply the VISA
The details to help you apply a visa, visit: http://www.boca.gov.tw/np.asp?ctNode=776&mp=2

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