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8th Asia Conference on Pensions & Retirement Planning15-16 October 2012, Regal Hotel, Hong Kong

Theme: The Turning Point in Retirement Planning – Time to Rethink

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W ith the ageing problem getting more acute,

the world of pensions is in a greater state of

flux. With the frequent financial upheavals

and market volatilities, the urgent call for action and

pension reforms is getting louder. It is time to act now to

ensure that the pensions industry will be set on a long-term

sustainable path to deliver what is promised for tomorrow!

The cost of pensions and providing for retirement

is ever increasing. Extreme market volatility, increasing

longevity, regulatory overhaul, and impact of the European

crisis and gloomy US markets affecting the world and the

region, give pension schemes plenty to ponder about.

Governments, employers and the insurance industry

have significant longevity and financial exposures which

they are increasingly looking to manage. How do they

shape shift and deal with the complex risks and challenges

faced to get through the financial meltdown? How do

pension providers and insurance companies ensure that

the retirement funds are fully secured and sustainable?

And what more can the governments do to drive their

economies and enhance the pension systems?

The existing systems are in distress. What can the

insurance industry do to play a more fulfilling role for the

ageing society?

Hence the theme for Asia Insurance Review ’s 8th

Asia Pensions Conference is “Theme: The Turning Point

in Retirement Planning – Time to Rethink” to firstly assess

the adequacy of standards, sustainability and security in

pensions schemes today and look for the right reforms to

fill the gaps and find solutions in regulatory framework, risk

management approaches to promote innovative products

and solutions including wealth management. The two-day

Conference will also draw from the lessons of pension

systems and reforms around the world in tackling ageing

issues.

Who Should Attend

• LifeInsurers,ReinsurersandBrokers

• PensionFundsOperatorsandManagementHouses

• Banks

• Consultants

• Lawyers

• Insurance,Banking,SecuritiesandPensionAssociations

• AgentsandFinancialPlanners

• GovernmentBodiesandRegulatorsinFinancial

Services Sector

• SecuritiesHouses

• WealthManagers

• Asset&FundManagers

• ITCompaniesprovidingSoftwareAdministrationorProductsforPensionFunds

• Employers,HRPersonnelandthoseinvolvedinmanaging pensions

• Serviceproviderstothepensionsmarket

8th Asia Conference on Pensions & Retirement Planning15-16October2012•RegalHotel,HongKong

4 The Drivers of the New World of Pensions

4 Investment Approaches for Different AttitudesandIntentionsforRetirementPlanning

4 StrategiesforLongevityandRisksExposures

4 Innovation to Create A New Generation of

RetirementProducts

4 PensionsDevelopments,Reformsand

Approaches Around the World

4 ThePanaceaofPeopleLivingLonger–

The Good,TheBadandTheUgly

4 The World of Micro Pensions

Key Topics

PLUS

4 SpecialFocusonHongKong– EmployeeChoiceofMPFScheme

4 PanelDiscussiononMeetingtheRetirementHealth Insurance Needs of An Ageing Society

4 Anchor Address: Achieving Sustainable Pensions–TheRoleofESGInvesting

Sign Up Now to Secure Your Seats!And Take Advantage of

Early Bird Discounts!

Day One: 15 October 2012, Monday Day One Conference Chairman:

Rod Shay, Director / Head of Distribution Solutions, Asia, Swiss Re

8.00 am Registration & Coffee 9.00 am Welcome Address by Conference Chairman

Rod Shay, Director / Head of Distribution Solutions, Asia, Swiss Re

9.15 am Opening Address: The Turning Point in Retirement Planning - Time to Rethink Roger Steel, Chairman, Life Insurance Council, The Hong Kong Federation of Insurers; CEO, Sun Life Hong Kong Limited

9.35 am Keynote Address: The Evolution of Hong Kong’s 2nd Pillar MPF SystemDarren McShane, Executive Director, Regulation & Policy, Mandatory Provident Fund Schemes Authority (MPFA)

10.00 am Special Address: The Drivers of the New World of Pensions Rex Auyeung, President - Asia & Senior Vice President, Principal Financial Group

10.30 am Special Address II: The Economics of Ageing Prof David Reisman, Professor of Economics, Nanyang Technological University of Singapore

10.50 am Tea Break

Special Panel: Pensions and Healthcare for the Ageing Population

11.15 am The Panel will look at the critical challenges faced by insurers

and insured on people living longer and making pensions stretch to cover the increased cost of healthcare and eldercare.

Consumer Health Insurance in RetirementMarianne Gilchrist, Head of Health Solutions, Asia, Swiss Re

Product Innovation in Retirement Health Insurance KaChun Cheung, Regional Product Actuary, Life & Health, Swiss Re

Panel Discussion: Meeting the Retirement Health Insurance Needs of An Ageing SocietyModerator: Marianne Gilchrist, Head of Health Solutions, Asia, Swiss RePanellists: • RogerSteel,Chairman,LifeInsuranceCouncil, The Hong Kong Federation of Insurers; CEO, Sun Life Hong Kong Limited• ProfDavidReisman,ProfessorofEconomics,

Nanyang Technological University of Singapore• LisaSun,HeadofProtectionProposition&SeniorActuary,

Global Life Asia Pacific & Middle East, Zurich Life Insurance Company Ltd

• KaChunCheung,RegionalProductActuary,Life&Health,Swiss Re

12.45 pm Lunch Hosted by Swiss Re

Successful Strategies in Providing Pensions 2.00 pm The Panacea of People Living Longer – The Good, The Bad and

The UglyBenjamin McDermott, Head of Insurance Management Consulting and Regional Director, Asia Pacific, Towers Watson

2.30 pm • MDC (Matching Defined Contribution) Schemes Around the World

• Lessons and Expectations for DevelopmentMiguel Ángel Caballero Torres, Head of International Strategy & Expansion, Pensions and Insurance,Banco Bilbao Vizcaya Argentaria (BBVA)

3.00 pm Update on Pension Reforms in ChinaStuart Leckie, Chairman, Stirling Finance Limited

3.30 pm Tea Break 4.00 pm Filling the Health Protection Gaps of An Ageing Population

Jeff Cook, Chief Underwriter Asia, Life & Health, Swiss Re 4.30 pm How Investment Approach is Tailored for Different Attitudes

to Risk and Varying Intentions at Retirement & Techniques in Communicating Complex Ideas like Longevity and Risks ExposuresDanny Quant, Practice Leader, Employee Benefits, Asia & the Middle East, Milliman

5.00 pm- 7.00 pm Cocktail Hosted by Principal Financial Group

PROGRAMME

8th Asia Conference on Pensions & Retirement Planning15-16October2012•RegalHotel,HongKong

Day Two: 16 October 2012, Tuesday Day Two Conference Chairman: Michael Button, Senior Consultant,

Retirement Benefits Practice, Towers Watson

Special Focus on Hong Kong MPF Scheme 9.00 am New Opportunities in the Pensions

Landscape & Personal Choices to Supplement State/Government Sponsored Schemes

Eugene Mak, Managing Director, NATIXIS Asia Limited

9.30 am Employee Choice of MPF Scheme Alan Taylor, Director, AT Associates Hong Kong Limited

10.00 am How Should Employers and Employees Plan for the ECA Stanley Yip, Chief Executive Officer, Principal Hong Kong

10.30 am Tea Break

Risk Management and Insurance Retirement Solutions

11.00 am Utilizing Risk Management Techniques to Improve Returns for Pension Funds and Insurance Retirement Solutions

Dr Harold Kim, Managing Director and Head of the Multi Asset Group, Asia Pacific, Citigroup Global Markets &

Cyrille Troublaiewitch, Managing Director, Head of Financial Engineering and New Product Development, Asia Pacific, Citigroup Global Markets

11.45 am Emerging Technologies and Social Media in Wealth Management Wenli Yuan, Senior Analyst, Global Financial Services, Celent

12.30 pm Lunch

Retirement Planning for the New Generation 2.00 pm Long-term Savings: Innovation

to Create A New Generation of Retirement ProductsXavier Bosco, Head of Derivatives Engineering, Equity Markets & Commodities, Asia, Commerzbank AG

2.30 pm The Next Generation of Retirement ProductsJasmine Chan, Director, Equity and Funds Structured Markets, Barclays

Sustainability and Security in Pensions Programmes

3.00 pm Social Security Programmes and Asia Junichi Sakamoto, Chairperson, Social Security Committee, International Actuarial Association

3.20 pm The World of Micro Pensions Dr Antonis Malagardis,

Program Manager, GIZ - MIPSS (Microinsurance Innovations Program for Social Security), Philippines

4.10 pm Anchor Address: Achieving Sustainable Pensions – The Role of ESG Investing

(ESG - Environmental, Social and Governance)Erik Floyd, Director and Treasurer, Association for Sustainable & Responsible Investment in Asia (ASrIA)

4..30 pm Close of Conference & Tea Break

Hotel Reservation FormAttn: Ms Betty Lai

Assistant Director of Sales, CommercialEmail: rhk.adoscom@regalhotel.com

Regal Hong Kong Hotel88 Yee Wo Street, Causeway Bay, Hong Kong

Tel: (852) 2890 6633 Fax: (852) 2577 9912

www.regalhotel.com

Please fill in Guest particulars on Registration Form

Fax to: +852 2577 9912 Please fax Room Reservation Form direct to Hotel

Bro

c

ARRIVAL DATE

Check in date: ____________________

Flight: _________________ ETA:__________________

DEPARTURE DATE

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ROOM❑ HK$1,800 with 1 daily buffet breakfast❑ HK$1,890 with 1 daily buffet breakfast & in-room 1 wired internet for 1 device❑ HK$1,940 with 2 daily buffet breakfasts❑ HK$2,030 with 2 daily buffet breakfasts & in-room 1 wired internet for 1 device❑ Smoking ❑ Non-smoking❑ Queen Bed ❑ Twin Bed

• Aboveratesquotedaresubjectto10%servicechargeandprevailing tax (if applicable) on per room per night basis

• Check-in 14:00/ Check-out 12:00 noon. Any check-in beforeorcheck-outafterthementionedtimeissubjectto additional charges and availability of rooms

• AnycancellationorNo-showwillbechargedacancellationfeeequivalenttothevalueoftheentirestay.

SpecialRequest:_______________________________________

AIRPORT TRANSFERS❑ Notrequired

❑ Airport to Hotel – Mercedes Benz at HK$850 nett per car per trip

❑ Hotel to Airport – Mercedes Benz at HK$850 nett per car per trip

Airport transfers can only be confirmed with flight details.

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8th Asia Conference on Pensions & Retirement Planning15-16October2012•RegalHotel,HongKong

Fax to: (65) 6512 5335

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REGISTRATION

Early Bird (valid till 28 Sep 2012) Normal RegistrationSubscribers ❑ US$980 Subscribers ❑ US$1,480Non-Subscribers ❑ US$1280* Non-Subscribers ❑ US$1,680*(*Free One Year Subscription to Print Edition of Asia Insurance Review & AIR e-Daily)

Full registration fees MUST be paid before the valid dates for admittance at conference.

Only registrations FULLY PAID FOR by the early-bird deadline will be eligible for the discount.

I came to know about this conference through:❑ AIR/MIR magazine ❑ AIR/MIR Website ❑ Brochure ❑ Email❑ Referral by (Association/ Sponsor/ Speaker/ Exhibitor/ Business Contact)Remarks: ________________________________________________ ______________________________________

Group registration: Special Offer for Year 2012: Register two delegates from the same company, and send the third delegate to attend the conference free of charge! (Valid only for delegates from the same company in the same country)

Registration fee includes participation at Conference plus tea breaks and lunches.

All meals are prepared without pork, lard and beef.

Special Dietary Requirements❑ I would like to have vegetarian meals during the Conference.

Closing date for registration: 8 Oct 2012For cancellation in writing made before 28 Sep 2012,50%oftheconferencefee will be refunded. No refunds will be made for cancellations after 28 Sep 2012. However, substitution or replacement of delegates will be allowed.

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Room booking must be

made before 14 Sep 2012