A Deep Dive into China’s Insurance Industry: Updated Capital Regime and Investment Challenges
Day five dives into China’s refined capital regime and the latest trends in insurance asset management
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The event will be conducted in Chinese, with English audio interpretation available. Agenda shown in CST. 会议将以普通话进行，并提供英语同声传译。下列时间为北京/香港时间。
Agenda
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10:00
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10:05
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10:50
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11:15
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11:30
End
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SpeakersDr. Zhao Yulong (赵宇龙博士) Director General of Finance and Accounting/Solvency Regulation Department China Banking and Insurance Regulatory Commission (中国银保监会财务会计部, 偿付能力监管部主任)
Cao Deyun (曹德云) Executive Vice President, Secretary-General Insurance Asset Management Association of China (中国保险资产管理业协会执行副会长兼秘书长)
Sally Yim (严溢敏) Managing Director, Financial Institutions Moody’s Investors Service (穆迪投资者服务公司金融机构部 -董事总经理)
Qian Zhu Vice President-Senior Credit Officer Moody's Investors Service
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Sally Yim is a Managing Director in the Financial Institutions Group. Based in Hong Kong SAR, China, Sally is the Head of APAC Financial Institutions, responsible for Moody’s analytical teams covering ratings and research on APAC banks, insurance companies, and non-bank financial institutions such as securities and leasing companies. She is also a co-head of Moody’s Global Banking and Global Insurance & Asset Management rating franchises. In addition, Sally leads the Global Financial Institutions Group’s Environment, Social & Governance (ESG) efforts.
Sally joined Moody’s in February 2005 as an Associate Analyst in New York, covering property & casualty insurers. She transferred to Hong Kong in 2006 and completed a short stint in the Corporate Finance Group, supporting analysts in the
oil & gas, petrochemical and steel sectors. Sally rejoined the Financial Institutions Group as an Analyst in January 2007. Since then, Sally has covered various Asian financial institutions, including insurance companies, banks and securities firms and subsequently, became a manager overseeing various teams covering the ratings and research of Greater China and Korean financial institutions.
Prior to joining Moody’s, Sally worked as a Senior Auditor at Ernst & Young LLP in New York, specializing in private and public insurers. She also worked at Ernst & Young’s National Professional Practice, where she focused on technical accounting research, while assisting in accounting consultations.
Sally holds a Bachelor of Business Administration and Master of Accounting from the University of Michigan. She is a CFA charterholder and also a Certified Public Accountant.
严溢敏现任金融机构部董事总经理，驻香港工作，是亚太金融机构部主管，负责管理穆迪分析团队关于亚太地区银行、保险公司以及券商和租赁公司等非银行金融机构的评级和研究。她还是穆迪全球银行业及全球保险和资产管理业评级业务的联席负责人。此外，她还负责全球金融机构部的环境、社会和治理 (ESG) 相关工作。
严溢敏于2005 年2 月加入穆迪纽约，任助理分析师，负责财产及意外保险公司的评级工作。2006 年她从穆迪纽约办事处调任香港，在香港企业融资部工作了一段时间，负责支持石油及天然气业、石化业和钢铁业的分析师。2007 年1 月，她重返金融机构部，担任分析师，负责保险公司、银行和券商等多家亚洲金融机构的评级工作。此后她承担涵盖大中华
区和韩国金融机构评级和研究的多个团队的管理职责。
加入穆迪之前，严溢敏曾在纽约的安永会计师事务所任高级审计师，专门负责私营及上市保险公司的审计工作。她也曾任职于安永的国家专业服务部门 (National Professional Practice) ，负责技术会计研究，同时为会计咨询工作提供协助。
严溢敏持有美国密歇根大学的工商管理学士学位和会计学硕士学位，并且是特许金融分析师 (CFA) 及注册会计师 (CPA) 。
Cynthia Zhao is a Senior Vice President in charge of Moody’s Relationship Management for China Region. Prior to joining Moody’s, she worked for Fitch Ratings as a Director for business development and client relationship management. Before that, Cynthia was a fixed income sales at China International Capital Corporation (CICC) and financial managers at Wall Street Institution and UP Technologies.
Cynthia holds an MBA in Finance from China Europe International Business School(CEIBS), Bachelor in Aeronautics Technology and Business administration from the Peking University of Aeronautics and Astronautics.
赵欣女士是穆迪中国区客户关系管理负责人，高级副总裁。 她目前负责穆迪在中国区的业务拓展和客户关系管理工作。
赵欣女士2013年加入穆迪投资者服务有限公司，一直负责穆迪在中国北方区的业务拓展工作。加入穆迪之前，赵女士曾经担任惠誉评级中国区董事长达五年，主要负责惠誉评级在中国的业务发展以及客户关系管理。 赵女士还曾经担任中国国际金融有限公司（中金公司）固定收益部债券销售经理，以及两家新兴企业的财务分析师和融资主管。
赵欣女士毕业于北京航空航天大学经济管理学院，获得航空技术以及外贸专业学士学位，并拥有中欧国际商学院工商管理硕士学位。
赵宇龙博士
中国银行保险监督管理委员会
赵宇龙博士，中国银保监会财务会计部（偿付能力监管部）主任，具有18年的保险监管经验，主持研制了中国风险导向偿付能力体系C-ROSS。北京大学经济学院兼职教授，中国社科院金融所特聘博士生导师。
Dr. Zhao Yulong is the Director General of Finance & Accounting / Solvency Regulation Dept. of China Banking and Insurance Regulatory Commission (CBIRC). He has more than 18 years of experience in insurance regulation and supervision and is mainly responsible for the solvency, accounting, capital instrument and taxation issues of the insurance industry. He is not only the key personnel of the first generation of China’s solvency regime over the last decade, but also the leading architect of the second generation of China’s solvency system (C-ROSS).
Dr. Zhao was a qualified bridge designer before he received his Ph.D degree in Accounting from Shanghai University of Finance & Economics. He also holds an EMBA degree from China Europe International Business School (CEIBS). He is the first honorable fellow of the Institute and Faculty of Actuaries (IFoA) of UK from mainland China, and also one of the founding members of the China Actuary Association. Dr. Zhao is a member of China Financial Accounting Standard Consulting board of Ministry of Finance, Chinese Institute of Certified Public Accountant and Chinese Taxation Institute.
Dr. Zhao is also an adjunct professor of Peking University and several well known universities in China.
曹德云，现任中国保险资产管理业协会执行副会长兼秘书长。曾长期在中国人民银行总行、中国保险监督管理委员会和中国银行保险监督管理委员会从事宏观经济、货币政策、金融市场、利率汇率、公开市场操作、资产管理、保险资金运用等领域的政策研究、制度起草、实务操作、监督管理等工作。
Mr. Cao Deyun is currently the Executive Vice President and Secretary-General of the Insurance Asset Management Association of China(IAMAC). He served at the headquarters of the People's Bank of China (PBOC), the former China Insurance Regulatory Commission (CIRC), and now the China Banking and Insurance Regulatory Commission(CBIRC). He has long been engaged in policy research and making as well as the financial practice and regulation in the fields of macroeconomics, monetary policy, financial market, interest rate, exchange rate, open market operation, asset management and the utilization of insurance funds.
Qian Zhu is a Senior Credit Officer in Moody’s Financial Institutions Group in Shanghai, where she covers a portfolio of Asian insurance companies.
Qian transferred to Shanghai in February 2016 after spending over 10 years in Moody’s Structured Finance Group in both New York and London, covering various securitization products, including catastrophe bonds. In addition, Qian was seconded to CCXI, Moody’s joint venture company in China, as Chief Technical Advisor in CCXI’s Structured Finance Department from February to June 2014.
Prior to joining Moody’s, Qian worked as a senior actuarial analyst with Towers Watson in New York, specializing in pension and retirement medical plan valuation.
Qian received her Bachelor of Economics and Master of Operations Management from Shanghai Jiao Tong University, and a Master of Environmental Management from Yale University. She holds both a CFA charter and an ASA designation.
赵宇龙博士
中国银行保险监督管理委员会
赵宇龙博士，中国银保监会财务会计部（偿付能力监管部）主任，具有18年的保险监管经验，主持研制了中国风险导向偿付能力体系C-ROSS。北京大学经济学院兼职教授，中国社科院金融所特聘博士生导师。
Dr. Zhao Yulong is the Director General of Finance & Accounting / Solvency Regulation Dept. of China Banking and Insurance Regulatory Commission (CBIRC). He has more than 18 years of experience in insurance regulation and supervision and is mainly responsible for the solvency, accounting, capital instrument and taxation issues of the insurance industry. He is not only the key personnel of the first generation of China’s solvency regime over the last decade, but also the leading architect of the second generation of China’s solvency system (C-ROSS).
Dr. Zhao was a qualified bridge designer before he received his Ph.D degree in Accounting from Shanghai University of Finance & Economics. He also holds an EMBA degree from China Europe International Business School (CEIBS). He is the first honorable fellow of the Institute and Faculty of Actuaries (IFoA) of UK from mainland China, and also one of the founding members of the China Actuary Association. Dr. Zhao is a member of China Financial Accounting Standard Consulting board of Ministry of Finance, Chinese Institute of Certified Public Accountant and Chinese Taxation Institute.
Dr. Zhao is also an adjunct professor of Peking University and several well known universities in China.
曹德云，现任中国保险资产管理业协会执行副会长兼秘书长。曾长期在中国人民银行总行、中国保险监督管理委员会和中国银行保险监督管理委员会从事宏观经济、货币政策、金融市场、利率汇率、公开市场操作、资产管理、保险资金运用等领域的政策研究、制度起草、实务操作、监督管理等工作。
Mr. Cao Deyun is currently the Executive Vice President and Secretary-General of the Insurance Asset Management Association of China(IAMAC). He served at the headquarters of the People's Bank of China (PBOC), the former China Insurance Regulatory Commission (CIRC), and now the China Banking and Insurance Regulatory Commission(CBIRC). He has long been engaged in policy research and making as well as the financial practice and regulation in the fields of macroeconomics, monetary policy, financial market, interest rate, exchange rate, open market operation, asset management and the utilization of insurance funds.
Qian Zhu is a Senior Credit Officer in Moody’s Financial Institutions Group in Shanghai, where she covers a portfolio of Asian insurance companies.
Qian transferred to Shanghai in February 2016 after spending over 10 years in Moody’s Structured Finance Group in both New York and London, covering various securitization products, including catastrophe bonds. In addition, Qian was seconded to CCXI, Moody’s joint venture company in China, as Chief Technical Advisor in CCXI’s Structured Finance Department from February to June 2014.
Prior to joining Moody’s, Qian worked as a senior actuarial analyst with Towers Watson in New York, specializing in pension and retirement medical plan valuation.
Qian received her Bachelor of Economics and Master of Operations Management from Shanghai Jiao Tong University, and a Master of Environmental Management from Yale University. She holds both a CFA charter and an ASA designation.
朱茜现任穆迪上海办事处金融机构部高级信用评级主任, 负责亚洲地区保险公司的信用评级工作。
朱女士于2016 年2月从穆迪纽约调任上海。在这之前，朱女士在穆迪纽约和伦敦结构融资部工作长达10 余年, 负责包括巨灾债券在内的各类证券化产品的 评级工作。2014 年2 月至6 月朱女士被借调至中诚信国际(穆迪在中国的合 资公司), 任结构融资部首席技术指导。
朱女士于2004 年12 月加入穆迪纽约。此前在华信惠悦纽约担任高级精算分析师, 主要负责养老金计划的评估工作。
朱女士持有美国耶鲁大学的环境管理硕士学位, 上海交通大学管理科学硕士学位和经济学学士学位。同时她也是特许金融分析师 (CFA) 和北美副精算师 (ASA)。
赵宇龙博士
中国银行保险监督管理委员会
赵宇龙博士，中国银保监会财务会计部（偿付能力监管部）主任，具有18年的保险监管经验，主持研制了中国风险导向偿付能力体系C-ROSS。北京大学经济学院兼职教授，中国社科院金融所特聘博士生导师。
Dr. Zhao Yulong is the Director General of Finance & Accounting / Solvency Regulation Dept. of China Banking and Insurance Regulatory Commission (CBIRC). He has more than 18 years of experience in insurance regulation and supervision and is mainly responsible for the solvency, accounting, capital instrument and taxation issues of the insurance industry. He is not only the key personnel of the first generation of China’s solvency regime over the last decade, but also the leading architect of the second generation of China’s solvency system (C-ROSS).
Dr. Zhao was a qualified bridge designer before he received his Ph.D degree in Accounting from Shanghai University of Finance & Economics. He also holds an EMBA degree from China Europe International Business School (CEIBS). He is the first honorable fellow of the Institute and Faculty of Actuaries (IFoA) of UK from mainland China, and also one of the founding members of the China Actuary Association. Dr. Zhao is a member of China Financial Accounting Standard Consulting board of Ministry of Finance, Chinese Institute of Certified Public Accountant and Chinese Taxation Institute.
Dr. Zhao is also an adjunct professor of Peking University and several well known universities in China.
曹德云，现任中国保险资产管理业协会执行副会长兼秘书长。曾长期在中国人民银行总行、中国保险监督管理委员会和中国银行保险监督管理委员会从事宏观经济、货币政策、金融市场、利率汇率、公开市场操作、资产管理、保险资金运用等领域的政策研究、制度起草、实务操作、监督管理等工作。
Mr. Cao Deyun is currently the Executive Vice President and Secretary-General of the Insurance Asset Management Association of China(IAMAC). He served at the headquarters of the People's Bank of China (PBOC), the former China Insurance Regulatory Commission (CIRC), and now the China Banking and Insurance Regulatory Commission(CBIRC). He has long been engaged in policy research and making as well as the financial practice and regulation in the fields of macroeconomics, monetary policy, financial market, interest rate, exchange rate, open market operation, asset management and the utilization of insurance funds.
Sally Yim is a Managing Director in the Financial Institutions Group. Based in Hong Kong SAR, China, Sally is the Head of APAC Financial Institutions, responsible for Moody’s analytical teams covering ratings and research on APAC banks, insurance companies, and non-bank financial institutions such as securities and leasing companies. She is also a co-head of Moody’s Global Banking and Global Insurance & Asset Management rating franchises. In addition, Sally leads the Global Financial Institutions Group’s Environment, Social & Governance (ESG) efforts.
Sally joined Moody’s in February 2005 as an Associate Analyst in New York, covering property & casualty insurers. She transferred to Hong Kong in 2006 and completed a short stint in the Corporate Finance Group, supporting analysts in the
oil & gas, petrochemical and steel sectors. Sally rejoined the Financial Institutions Group as an Analyst in January 2007. Since then, Sally has covered various Asian financial institutions, including insurance companies, banks and securities firms and subsequently, became a manager overseeing various teams covering the ratings and research of Greater China and Korean financial institutions.
Prior to joining Moody’s, Sally worked as a Senior Auditor at Ernst & Young LLP in New York, specializing in private and public insurers. She also worked at Ernst & Young’s National Professional Practice, where she focused on technical accounting research, while assisting in accounting consultations.
Sally holds a Bachelor of Business Administration and Master of Accounting from the University of Michigan. She is a CFA charterholder and also a Certified Public Accountant.
严溢敏现任金融机构部董事总经理，驻香港工作，是亚太金融机构部主管，负责管理穆迪分析团队关于亚太地区银行、保险公司以及券商和租赁公司等非银行金融机构的评级和研究。她还是穆迪全球银行业及全球保险和资产管理业评级业务的联席负责人。此外，她还负责全球金融机构部的环境、社会和治理 (ESG) 相关工作。
严溢敏于2005 年2 月加入穆迪纽约，任助理分析师，负责财产及意外保险公司的评级工作。2006 年她从穆迪纽约办事处调任香港，在香港企业融资部工作了一段时间，负责支持石油及天然气业、石化业和钢铁业的分析师。2007 年1 月，她重返金融机构部，担任分析师，负责保险公司、银行和券商等多家亚洲金融机构的评级工作。此后她承担涵盖大中华
区和韩国金融机构评级和研究的多个团队的管理职责。
加入穆迪之前，严溢敏曾在纽约的安永会计师事务所任高级审计师，专门负责私营及上市保险公司的审计工作。她也曾任职于安永的国家专业服务部门 (National Professional Practice) ，负责技术会计研究，同时为会计咨询工作提供协助。
严溢敏持有美国密歇根大学的工商管理学士学位和会计学硕士学位，并且是特许金融分析师 (CFA) 及注册会计师 (CPA) 。
Qian Zhu is a Senior Credit Officer in Moody’s Financial Institutions Group in Shanghai, where she covers a portfolio of Asian insurance companies.
Qian transferred to Shanghai in February 2016 after spending over 10 years in Moody’s Structured Finance Group in both New York and London, covering various securitization products, including catastrophe bonds. In addition, Qian was seconded to CCXI, Moody’s joint venture company in China, as Chief Technical Advisor in CCXI’s Structured Finance Department from February to June 2014.
Prior to joining Moody’s, Qian worked as a senior actuarial analyst with Towers Watson in New York, specializing in pension and retirement medical plan valuation.
Qian received her Bachelor of Economics and Master of Operations Management from Shanghai Jiao Tong University, and a Master of Environmental Management from Yale University. She holds both a CFA charter and an ASA designation.