/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
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/President of the Global Aging Institute/
Plenary Session 1 / How Global Aging Will Transform the Economy, Society, and Geopolitical Order of the 21st Century
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/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
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/Executive Vice President and Chief Strategy Officer, Prudential Life of Korea/
Plenary Session 2 / Defining Retirement Security – The Needs of Real People in Asia
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/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
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R. 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.
/Partner, Hymans Robertson/
Plenary Session 3 / One size does not fit all: the importance of granular mortality data in pricing longevity de-risking solutions
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/Senior Executive Vice President of Cathay Life/
Plenary Session 3 / Lee–Carter Model with Select Effect
-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
-Financial reporting (Including US GAAP 、IFRS )
-Merger and acquisition
-Actuarial appraisal of life insurance company
-Asset liability modeling and management
-Pricing & Evaluation of financial Derivatives
-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.
-“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
/ Manager, Fubon Life Insurance Company Ltd. Product Pricing Dept. /
Plenary Session 3 / Effectiveness of Natural Hedge and Reaction to Longevity Society
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
-Fubon Life (2006-present) / Product Pricing Dept.
-Fubon Life (2003-2005) /Actuarial Dept.
-Chinatrust Commercial Bank (2002) / Institutional Credit Risk Management Division
/ Vice President, Portfolio Manager, Franklin Templeton Solutions Franklin Templeton Investments (Asia) Limited, Hong Kong /
Plenary Session 4 / Evolution of Multi-Asset Strategies
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.
/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.
/The Gibraltar Life Insurance Co/
Plenary Session 5 / Longevity risk and development of Fintech Long-term Care experiences in JapanPersonal 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.
- 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
/ Vice President of NCCU, Former Chairman of Financial Supervision Commissioner in Taiwan /
Plenary Session 5 / The 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.
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/ Assistant Vice President Actuarial Department, Mercuries Life Insurance /
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
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.
/ Director, Alliance Bernstein Taiwan, Multi-Asset Solutions Investment Department /
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