Agenda
Global and APAC Economic Outlook: Walking the Tightrope
Presentation
- What challenges do cracks in the U.S. and other advanced economies pose to the Asia-Pacific region?
- How might a delayed monetary easing cycle and uncertainty tied to the U.S. election impact global growth?
- How will APAC central banks manage exchange rates without leapfrogging the Fed on rate cuts?
- As global growth and inflation dynamics shift, how can central banks avoid policy missteps? What is the outlook for bond yields, foreign exchange, portfolio flows, and asset investment strategies?
Building for Growth and Sustainability
Keynote fireside chat with Prudential
- What are the ways insurers could leverage health, wealth, and data analytics to ignite growth and elevate customer experience?
- What strategies can be employed to construct value-accretive and strategic partnerships across APAC markets?
- How should insurers tackle emerging risks stemming from advanced AI, regulatory compliance, and geopolitical uncertainties?
Investing for Climate
Panel discussion
- How are insurance companies incorporating climate risk considerations into their investment strategies?
- How are insurers striking the balance between maximizing returns and climate-aligned investments?
- What are some innovative financial instruments or investment structures that insurers are using to invest for the climate?
Networking Break
Key Credit Insights Delivered by Moody’s Capital Tool (MCT) for APAC Insurers
Presentation
- How does Moody’s utilize MCT, their proprietary economic capital assessment tool, to enhance credit analysis on insurers?
- How does MCT help in discerning varied risk profiles across key APAC insurance markets and what are the key credit drivers it highlights?
- In what ways does MCT offer additional credit insights and deepen our understanding of insurers’ capital management strategies?
ALM and Solvency Strategies for Insurers
Panel discussion
- In transitioning from a low yield environment, what are the implications for APAC insurers in terms of asset-liability management, investments, and solvency considerations
- How would insurers respond to a modest or steep rate cut?
- How are APAC insurers adapting capital management strategies in response to the evolving capital regimes?
- What are the benefits and challenges to capital management brought by the increasing allocation to alternative or private assets?
Closing Remarks
Networking Lunch & Ask the Experts Demo Booths
Interactive discussion sessions with specific topics will be scheduled. More details to be announced.
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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.
Stefan Angrick is an associate director and senior economist at Moody's in Tokyo. He holds a master's degree from Leipzig University and a PhD from the National Graduate Institute for Policy Studies in Tokyo. He has previously held positions with Oxford Economics, the Asian Development Bank Institute, the Bank of Finland, and Keio University.
Anil is a global financial services leader with more than 30 years' experience, predominantly in Asia, combining strategic vision and execution in some of the world's biggest companies.
Prior to joining Prudential, Anil served as President and CEO of Manulife Asia where he successfully grew and transformed its diversified and multi-channel business with significant market share gains in many key markets and made it the company’s largest source of core earnings.
Prior to this, he spent 25 years with Citi in Asia Pacific, EMEA and the US, in a number of consumer financial services roles.Anil holds a Master’s Degree in Management Studies from the Somaiya Institute of Management Studies and a Bachelor’s Degree in Commerce from the Narsee Monjee College of Commerce and Economics.
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.
Gabriel Wilson-Otto is the Head of Sustainable Investing Strategy at Fidelity International and based in Hong Kong.
Gabriel leads the global development of sustainable investment frameworks, policies, proprietary tools and product offerings. He works closely with a wide range of internal and external stakeholders to support Fidelity’s sustainable investing ambition and to develop solutions for clients.
Gabriel joined Fidelity in 2021 from BNP Paribas Asset Management where he was Global Head of Sustainability Research and had previously held the position of Head of Stewardship, Asia Pacific. Prior to BNPP AM, he was an Executive Director in Goldman Sachs’ Global Investment Research division and Head of GS SUSTAIN for Asia.
Gabriel holds a Bachelor of Commerce (Finance and Economics) and a Bachelor of Information Systems from the University of Melbourne. He is a CFA charter holder.
Liza is Head of Responsible Investment at Prudential. She is accountable for the responsible investment strategy for all markets in which Prudential operates across Asia and Africa. This includes setting ambitious responsible investment targets with special attention for the challenges in emerging markets and the trade-off between responsible investment initiatives and the risk/return profile of the portfolio. Before joining Prudential, she was an investment strategist at PGGM, where she focused on responsible investment and strategic asset allocation. Liza is a CFA Charterholder and obtained her masters in International Economics cum laude.
Andrew is a Senior Director of the Enterprise Risk Solutions business in the Moody’s Analytics Hong Kong office. He has worked for over 20 years assisting customers in the application of enterprise software solutions. Andrew focuses on a variety of client-focused work including the development of our IFRS 17 proposition, and direct oversight of implementation projects. In this role he collaborates with advisory services, research, product, sales, and implementation services teams to deliver tailored solutions for insurers.
Andrew has over 10 years’ experience in risk management for pensions, banks, asset managers, and insurers. Before joining Moody’s Analytics, he worked at Markit/QuIC, Algorithmics, Mercer, and RBC. Andrew is a CFA Charterholder, and holds a variety of designations including the FRM, PRM, and CAIA.
Frank Yuen is a Vice President–Senior Credit Officer with Moody’s Ratings’ Financial Institutions Group. Based in Hong Kong, he covers a portfolio of insurers in Hong Kong, China and other parts of Asia Pacific.
Before joining Moody’s, Frank was an Equity Research Analyst, covering regional banks and insurers at BNP Paribas and Standard Chartered. In addition, Frank has worked as a management trainee and actuarial intern at a global bank and also an insurance company.
Frank graduated from The Chinese University of Hong Kong, majoring in Actuarial Science, and is a CFA and FRM charterholder.
Michael is the Group Chief Actuary at FWD Group with responsibilities spanning balance sheet management, reinsurance, regulatory and economic capital, EV, Financial reporting, products and compensation, Group Wide Supervision and model governance and transformation.
Prior to joining FWD Group, Michael spent 5 years with KPMG in Hong Kong leading the Asia Pacific Actuarial and Insurance Risk Management practice; 12 years at EY London where he last led the UK firms Finance Actuarial and Insurance Risk Management services as well as 3 years in South Africa within a local corporate.
James is responsible for leading financial strategy, capital and asset-liability management at AIA Group. This includes:
- Developing and applying the Group’s framework for capital management and allocation within the Group and to shareholders
- Creating and implementing the Group's Strategic Asset Allocation framework and leading key asset-liability management initiatives for the Group
- Setting the longer-term financial strategy for the Group including leading the work on the business implications of new regulatory and reporting developments such as IFRS17 and Hong Kong Risk-Based Capital
James has more than twenty years of experience in the insurance industry. James graduated in Actuarial and Financial Studies from University College, Dublin and started his career by moving to London with the consulting firm Towers Perrin (a legacy firm of Willis Towers Watson). He transferred to Hong Kong at the start of 2007. He worked regularly with the multinational firms across the region on areas including capital management, financial reporting and mergers & acquisitions.
James joined AIA Group in September 2014 as Director of Group Strategy and Capital and transferred to Group Finance to lead the new Group Capital Management function in 2015.
Robert is the global Head of Swiss Re's L&H Financial Market portfolio providing structured reinsurance to optimize insurer's balance sheets. He has +20 years working in the financial sector across ALM, portfolio management, structuring, derivatives and hedging. Robert joined Swiss Re in 2008 in London and then relocated to Hong Kong for the last 10 years. Prior to joining Swiss Re, Robert worked in Investment Banking & as an auditor.
Chen Huang is an Associate Managing Director within Moody’s Financial Institutions Group. Based in Hong Kong, she manages teams of analysts covering the ratings and research of Asian insurers and Chinese banks. Chen joined Moody's in December 2020 as a Senior Vice President from Autonomous Research/Sanford C. Bernstein, where she primarily covered Chinese banks as a partner before moving to her most recent position as a consultant in China macrofinancial research. Previously, she worked at CLSA (now CITIC CLSA) as a senior analyst covering Chinese banks and non-bank financial institutions. Earlier in her career, she worked as a senior auditor at PricewaterhouseCoopers and had a brief stint at Caijing Magazine (now Caixin).Chen received her Master of Public Administration from Syracuse University in the U.S and Bachelor of Arts in Economics from the University of International Business and Economics in China.