Principal/Deloitte Actuarial and Insurance Solutions (Hong Kong) Limited
Simon joined Deloitte in September 1992 and was based in Europe until he came to Asia in 2002. Since 2004 he has been Deloitte Actuarial’s Taiwan Practice Leader. Simon has extensive experience in assisting Asian and European clients in embedded and appraisal valuations, including numerous merger and acquisition assignments, product development, business planning, and assessing business and strategic options.
Areas of Expertise / Project Experience
Embedded and appraisal valuations for merger and acquisition and corporate reporting assignments. Simon has worked for both buyers and sellers in a variety of transactions for companies in Taiwan, Mainland China, Indonesia, Germany, and Holland. Asset-liability management of pension guarantees and life insurance portfolios, in a variety of markets including Taiwan, Hong Kong, and a number of European markets. Simon also has wide experience in product development and pricing, and business planning for insurance companies, in particular in Taiwan.
Taiwan / Hong Kong / Korea / Mainland China / Philippines / Singapore / Indonesia / Switzerland / Germany / Central Europe
ING / Shin Kong Life / Singfor / China Life (Taiwan) / AXA China Region / Metlife / Winterthur / Sun Life
Qualifications & Professional Affiliations
MA, Mathematics (1992) - Oxford University
Fellow member of the Institute of Actuaries (1998) – United Kingdom
Fellow member of the Actuarial Society of Hong Kong
CEO/Institute of Actuaries of Australia
As CEO of the Institute of Actuaries of Australia, John oversees the corporate governance of the Institute and its business units in Education, Practice Development, Governance & Regulation and Public Affairs. In addition to managing the Institute Secretariat, he has overall responsibility for administration, finance, marketing and staff.
John has more than 20 years’ experience in the financial sector, much of this related to employee benefits and consulting. He graduated from Macquarie University in 1980 with a Bachelor of Arts degree, majoring in actuarial studies and became a Fellow of the Institute of Actuaries of Australia in 1982. He also has extensive experience in life insurance and superannuation management, industry associations, regulation and as Government Actuary.
After his early training with AMP, he spent three years in Western Australia as Superannuation Manager and Actuary with responsibility for all corporate superannuation in WA. During the period 1988 to 1991, he was Australian Government Actuary and a member of the executive team of the Insurance and Superannuation Commission. John then returned to AMP and assumed responsibility for superannuation government relations and public affairs.
In 1996 he became CEO of the Life Investment & Superannuation Association and then helped establish the Investment & Financial Services Association.
John then shifted to consulting, initially with Trowbridge and Deloitte and then established the firm, Professional Financial Solutions, with two other actuaries. PFS grew strongly from 2001 to 2006 when John left.
John was a director of the Insurance Industry Superannuation Fund (Finsuper) from 1996 to 2006.
Vice President & Director/Distribution and Strategic Research, LIMRA International
Lombardi directs LIMRA’s distribution and strategic research programs. The distribution research program tracks trends in the various delivery channels used to sell insurance and financial services. The strategic research program provides insight into emerging issues affecting the industry. He joined LIMRA in 1977 as a research associate and was appointed vice president and director in 2003.
Lombardi has written and spoken frequently on marketing issues and sales compensation design. He published over a hundred research reports and articles. Most recent publications he coauthored include New Games, New Rules, New Reality: The Economics of Growing Distribution and Memories of The Future: Four Scenarios of the Life Insurance Industry in the Year 2016.
Lombardi is a member of the American Marketing Association and Society of Actuaries.
He received his master’s degree with distinction in mathematics from Trinity College (Hartford, CT).
Head of Retirement Services Division/ING Life Korea
Ms. Bray is an Executive Director, Head of Retirement Services at ING Life Korea, in addition to being the head of Retirement Services for ING in Asia-Pacific. She joined ING in June 2007.
Chantal is currently responsible for all aspects of the ING’s retirement services business, from sales to plan design, funding, consulting, strategy and planning, communications, marketing, operations and IT. She has over 11 years of extensive experience as a retirement consulting actuary, previously working for Mercer in New York, and Principal Financial Group in Iowa, USA. She is originally from Canada and has some retirement experience in Canada as well as Australia.
Bachelor of Mathematics degree from the University of Waterloo, in Waterloo, Canada, majoring in Actuarial Science (1993-1998)
Enrolled Actuary, Joint Board for the Enrollment of Actuaries (EA, 2001)
Fellow of the Society of Actuaries (FSA, 2002)
Member, American Academy of Actuaries (MAAA, 2001)
Society of Actuaries
- Chair of the Committee on Retirement Systems Professional Education and Development – 2002-2007
- Member of the Pension Section Council- Member 2002-2007
American Academy of Actuaries
- Volunteer actuary on pension issues – since 2001
“Koala Mortality Table”, Canadian Institute of Actuaries Bulletin,
Nov. 96, Vol. 7, No. 3
- 2008: Numerous client seminars for ING in Korea
- 2000-2007: Speaker at numerous pension management conferences, USA
- 2004: Iowa Actuaries Club: speaker about mortality table research
Assistant Governor, Insurance Supervision Department/FSS
2001 M.A. in Economics, Vanderbilt University
1987 M.A. in Business Administration, Sungkyunkwan University
1983 B.A. in Political Science & Diplomacy, Kookmin University
2008 Assistant Governor, FSS 2004 Deputy Director,
Insurance Supervision Department, FSS
2003 Head, Insurance Examination Department, FSS
2002 Head, Planning & Coordination Department, FSS
1999 Examination System Team, Examination & Planning Coordination Office, FSS
1982 Joined the Insurance Supervisory Board
Director in Department of Financial Institution and Regulation/KIRI
Ick Jin is currently a Director in Department of Financial Institution and Regulation at KIRI(Korea Insurance Research Institute), where he specializes on portfolio management and financial derivatives. Prior to joining KIRI, he worked as a Research Fellow in Financial Product Team at KSRI(Korea Securities Research Institute). Before joining KSRI, he worked as an Advisory Economist in Financial Studies team at IMES (Institute for Monetary and Economic Studies) which is a department of the Bank of Korea. Mr. Jin has authored articles and reports in such research areas as hedge funds, style investments, portfolio performance evaluation, and trading system for OTC derivatives. Mr. Jin holds a PhD from the Rice University at Houston, and a CFA and a CIPM designation.
Director, Department of Finance Research/KIRI
1. Education : Ph.D. in Insurance Economics, Jeonbuk National University, 1995
(Dissertation : Study on Solvency of Life Insurance Companies)
2. Qualification : Actuary license (#161)
3. Professional Experiences:
Korea Insurance Research Institute (February 2008∼present)
- Director/ Senior Research Fellow, Department of Finance Research
Korea Insurance Development Institute (April 2000∼ 2007)
- Associate fellow / Head of Finance Study Team (April 2000∼March 2003)
- Research Fellow / Head of Insurance Strategy Working Group (April 2003∼March 2005)
- Senior Research fellow / Head of Finance Study Team (April 2005∼2007).
Samsung Finance Institute (July 1995∼March 2000)
- Senior Research fellow (July 1995∼Feb. 1999)
- Chief Research fellow on insurance system (March 1999∼March 2000)
4. Professional Advisory Works
Evaluation Member, National Pension Management Center (March 2004∼present)
Advisory Member, National Pension Corporation (Oct.2001∼present)
Advisor, Financial Supervision Board on risk management system improvement (June 2002∼present)
Lecturer in Insurance, Yonsei University and Hanyang University (August 2000∼present)
Lecturer of insurance, Insurance Training Institute and Financial Supervision Board (May 1994∼present)
Korea Actuary Association
-Training Committee member
-Member, Test Improvement Committee
-Member of Testing Board
-Executive Director (April 2001∼March 2004)
Advisor, The Ministry of Labor (Sept.∼Dec. 2004)
Director, Insurance Division/FSC
Mr. Kim holds a bachelor's degree in Business and MBA from the Seoul National University. He began his career with Ministry of Finance in 1994. He worked at Securities Policy Division and Financial Policy Division in Ministry of Finance and Economy. Prior to joining Financial Services Commission, he worked at the Korean Permanent Delegation to the OECD in Paris, France. Now, he is the director of Insurance Division at Financial Services Commission.
Professor of Banking & Insurance/Dongeui University
Professor of Banking & Insurance, Dongeui University
Director of NURI Academy(Banking, Derivatives, Securities and Insurance), Dongeui University
Chief- Director of Institute for Economic and Business Stratigies, Dongeui University
Director of Korean Insurance Academic Society
Director of Korea Risk Managemen Society
Director, Life Insurance Service Department/FSS
- ‘73.2 : Graduate from Seoul Hansung High School
- ‘82.2 : Graduate in Business Administration from Konkuk Univ.
- ‘89.8 : Graduation from Yonsei Business school
- ‘97.8 : Graduation from Denver Graduate School of Accounting
- Qualified Actuary (‘90.2)
- A year Secondment in Insurance Department of Kansas, Financial Surveillance Division (‘01-’02)
- Director, Insurance Actuary Office ('06.4~‘07.3)
- Director, Insurance Examination Department 1 ('07.4~‘08.6)
Professor / Dean of College of Business and Economics/Hankuk University of Foreign Studies
Ph.D in University of Wisconsin- Madison (1985): Major in Insurance
MBA in University of Michigan (1980)
BBA in Seoul National University (1976)
Dean of College of Business and Economics, Hankuk University of Foreign Studies (2007-Present)
Dean of Graduate School of Business and Information Science, Hankuk University of Foreign Studies (2005-2006)
Professor, Hankuk University of Foreign Studies (1994-Present)
Associate Professor, Hankuk University of Foreign Studies (1989-1994)
Assistant Professor of Insurance and Finance, Hankuk University of Foreign Studies (1985-1989)
MAJOR PROFESSIONAL EXPERIENCE:
President, Korean Insurance Academic Society (2005-2006)
President, Korea Risk Management Society (2000-2002)
Director / Editorial Board Member, Korea Money and Finance
Director, Korean Academic Society of Business Administration (1995-1996)
Member, Financial Development Council of Ministry of Finance and Economy (2002-2005)
Member, Insurance Dispute Arbitration Committee of Financial Supervisory Service (1995-1998)
Member, Insurance Professional Examination Committee of Financial Supervisory Service (2003-2005)
Member, P&L Insurance Advertisement Council (2006-Present)
Director, Board of Directors of KIDI (2008-Present)
‘IPO of life Insurance Company in Korea: Theoretical Perspectives,’ Korean Insurance Journal (1991)
‘Strategic Issues for the Scale of Insurance Company,’ Korean Journal of Money and Finance’ (1996)
‘An Effective Churn Prediction Model of Life Insurers Using Market Segmentation and Combining Techniques,’ Korean Insurance Journal (2006) (co-author)
‘Critical Issues for the Successful Introduction of the RBC System in Korea,’ Journal of MIS Research (2007)