SlideShare a Scribd company logo
Tel: +1 212 537 5898 Fax: +1 212 537 5898 Email: info@hansonwade.com
www.brazilianretailinsurance.com @SegurosLatam #SegurosLatam
Ângela Beatriz de Assis
Insurance Director
Banco do Brasil
Carlos Gracia Armendariz
former Country Manager
Spain and Portugal
Google Enterprise
•	 Build a Multi-Channel Strategy
•	 Boost Sponsors and Customers
•	 Optimize your Digital Approach
Event delivered in
Portuguese
Alfredo Lalia Neto
CEO
HSBC
Elcio Pereira
COO & Head of Consumer
Marsh
Tiago Neves
Affinity Director
Willis
Roberto Shimizu
Country Manager
Genworth
Bento Zanzini
Executive Director
Grupo Segurador
BB-Mapfre
Ingo Dietz
Executive Director
Allianz
Henrique Lima
Chairman
Odonto System
Rolf Steiner
Senior Vice
PresidentPrimaryValue
Chain Life & Health
Swiss Re
Peter Rebrin
Global Head of
Partnerships for General
Insurance
Zurich
23 RETAIL INSURANCE EXPERTS
IN BRAZIL INCLUDING:
12 – 15 May 2014 | São Paulo
Regina Simões
General Coordinator
Insurance Products
SUSEP
The best meetings to discover best practices
… and generate great new contacts.
Cardif
Eugênio Liberatori
Velasques
Executive Director
Bradesco Seguros e
Previdência
Sponsors
Tel: +1 212 537 5898 Fax: +1 212 537 5898 Email: info@hansonwade.com
www.brazilianretailinsurance.com @SegurosLatam #SegurosLatam
12 – 15 May 2014 | São Paulo
It is important for the
industry to know how
we have delivered our
programmes, and the
ideal place to explain it
is the Summit — leading
event for the industry.
Mapfre
BENEFITS OF ATTENDING
At the 1st Annual Brazilian Retail Insurance Summit you will
discover exactly what you need to know to capture market share and
capitalise on the opportunities presented by a rising middle class.
Attend this event to change the way you reach the market by optimizing your digital
approach, engaging more effectively with your clients, building a successful multi-
channel strategy and boosting sales from sponsors.
Learn from the companies that have a proven record of success and extensive
experience in Brazil, network with the most respected minds in the insurance
market, and ask your most pressing business questions in the interactive
workshops, especially designed to tackle the most critical topics in Brazil today.
Attend Brazilian Retail Insurance Summit and:
•	 Discover new opportunities in the Brazilian insurance market. Insights from
HSBC Seguros, Susep, Genworth and more.
•	 Unlock the keys to Bancassurance leadership development success. Learn
from the successful experiences of Zurich, Banco do Brasil and Grupo
Segurador BB-Mapfre.
•	 Be innovative with your products and channel distribution. Hear success stories
from SwissRe, Grupo Pão de Açúcar and Willis.
•	 Incorporate proven business strategies from other markets in Latin America
and Europe. Allianz and Zurich will share similarities and differences between
Brazil, Germany and other emerging markets.
•	 Develop your own mobile and digital strategy through open dialogue around
what is working and what is not. Assess the experiences of 4k-Seguros-Brasil
Insurance, Marsh, AON, Grupo Pão de Açúcar and more.
Thank you for being
such a good hostess
and congratulations on
a successful event! It
was a pleasure be able to
collaborate and interact
with such a great crowd.
Zurich Latin America
Very enriching exchange
of success stories with
regional colleagues.
Thanks to Hanson Wade
for the invite, it was a
great experience.
Liberty Seguros
Search groups for Líderes de Seguros
Masivos - Seguros Massificados / América
Latina & Brasi to join the online community.
PRAISE FOR HANSON
WADE’S LATIN
AMERICAN INSURANCE
PORTFOLIO
Very useful, we dealt with
many ideas and suggestions
which are applicable in the
short term.
Aon
Tel: +1 212 537 5898 Fax: +1 212 537 5898 Email: info@hansonwade.com
www.brazilianretailinsurance.com @SegurosLatam #SegurosLatam
12 – 15 May 2014 | São Paulo
Ângela Beatriz de Assis
Communication and
Products Officer
Banco do Brasil
Rolf Steiner
Senior Vice President
Primary Value Chain
Life & Health
Swiss Re
Carlos Gracia
Armendáriz
former Country
Manager
Google Enterprise
Spain and Portugal
João Paulo Moreira
de Mello
Superintendente de
Parcerias
Classic Seguros
Elcio Pereira
COO & Head of
Consumer
Marsh Brasil
Bento Zanzini
Executive Director
Grupo Segurador
BB-Mapfre
Eugênio Liberatori
Velasques
Executive Director
Bradesco Seguros
e Previdência
Alfredo Lalia Neto
CEO
HSBC Seguros
Tiago Neves
Affinity Director
Willis
Regina L. G. Simões
General Coordinator
SUSEP
Anderson Araujo
Business Manager
Grupo Pão de Açúcar
Ingo Dietz
Executive Director
Allianz
Peter Rebrin
Global Head of
Partnerships for
General Insurance
Zurich
Henrique Lima
Chairman
Odonto System
Served as Executive Manager
of Management Products for
Insurance, Pension Plans and
Capitalization at Banco do
Brasil, Executive Director of the
Directorate of Internal Controls
and as Division Manager at Cards.
Joined Swiss Re in 1998. Roles
included Marketing Actuary, Client
Manager and Region Head. In 2010
he became Head for Brazil and
the Southern Cone, and currently
drives new projects to enter into
Life Insurance in Latin America
and Health Insurance in Brazil.
As CEO of Mögrav, he helps large
financial organizations to handle
customer-facing processes,
multichannel services and self
service for digital customers. He
was Mobile Banking and Payments
Director in Santander Group.
35 years’ experience. Professor
at Escola Nacional de Seguros
- Funenseg. Contributor to the
site “Tudo Sobre Seguros”. Vice
President of Clube de Seguros de
Pessoas de MG and member of the
Conselho Empresarial de Seguros
da Associação Comercial de Minas.
Has held the positions of COO
Latin America at Willis, COO
at Tempo Assist, and within
Citigroup, Latin America Training
and Development Center
Director, Regional Director, and
Asia Pacific Service & Quality
Director.
He joined MAPFRE Group in 2002,
after holding board level positions
at insurance and financial services
institutions in Brazil. He is currently
responsible for the Strategic
Business Unit of Life at Grupo
Segurador BB-Mapfre.
ExecutiveDirectoratBSPAffinity.Member
ofthePrinciplesforSustainableInsurance
Initiative&InsuranceCommissionatUN
EnvironmentProgramme,theMicro-
insuranceNetwork,SUSEPforMIand
PopularInsuranceandofFENAPREVI
andChairmanoftheCommissionforMI
atCNSeg.
Studied Physics, with an actuarial
formation and an MBA in
Insurance, Quality and People
Management. Worked in insurance
marketing since 1994 and at HSBC
since 2001, where he worked
in technical and risk positions,
including regional position as CRO.
Has held the positions of Chief
Operating Officer at MDS,
Corporate Banking Director at
Banif Investment Banking, Director
at Caixa Geral de Depósitos, and
Director at Unibanco.
Served as Coordinator at Working
Group on MI, COREMEC Financial
Inclusion Subcommittee and the
multilateral working group for retail
insurance rules. Member of the IAIS-
CGAP on MI, the Delegation at WTO
and at the Insurance Commission
and the Solvency Margin Sub-
commission MERCOSUL.
Currently responsible for the
financial services sales team in
Extra hypermarkets. Previously
Regional Manager of the joint
venture Banco Itaú-Grupo Pão
de Açúcar. 9 years´experience in
managing financial services sales
team within retailers.
At Allianz Group he has held
leading positions in Strategic
Planning, Marketing, Public
Policy and Government
Relations. He holds a Masters
Degree in International Law as
a Fulbright grantee from the
University of Texas-Austin.
Joined Zurich in 1999, where
he held various Latin American
leadership positions, including
Head of Bank Distribution for
General Insurance in Latin
America. Previously worked at
Cigna and AIG.
Qualified as Engineer, with an
MBA (FGV / EAESP), PhD in Water
Resources and Environmental
Sanitation (UFRGS) and Executive
Coach (SBC). He is currently CEO
of Dental Plans Dental System
and professor of specializations
in business management.
SPEAKERS
Roberto Shimizu
Country Manager
Genworth
Was CCO in Latam and CEO
of Willis Peru, Managing
Director of GE’s Shared Service
Centre (Brazil) and Regional
Insurance Director for GE Money
Latam. He also worked for GE
Switzerland, Dow Chemical and
Price Waterhouse.
Valdinei Luiz
Financial Products
Manager
Lojas Riachuelo
Manager responsible for retail
marketing of financial products
and services group: Credit
Card - Flag and PL (Visa and
Mastercard), Insurance and
Assistance (10 types), Personal
Loan.
Waldinei Guimaraes
Business Intelligence &
CRM Manager
Grupo Pão de Açúcar
For the last 18 years he has worked
in finance, pharma and retail
leading companies: Credicard
Itaú, Novartis and Grupo Pão de
Açúcar. He holds professional and
academic experience in CRM and
Business Intelligence.
Francisca Mariano
Commercial Manager
Affinity
4K-Brasil Insurance
Responsible for the
implementation of business
development with a focus on start-
up operations and innovation sales,
as well as sales management for
4K-Brasil Insurance Group.
Anderson Freire
Campus CEO
Universidade Salgado
Oliveira
Anderson is currently CEO of
the Salgado Oliveira University
and consultant at A3FW. He
was responsible for commercial
management of consumer
financing and insurance at Itaú
Unibanco in partnership with Group
Pão de Açúcar/Ponto Frio.
Mariana Esteves
Affinity Superintendent
4k - Brasil Insurance
At 4K, Brasil Insurance Group
she pioneered the opening of
new business frontiers for the
company with large and medium
retailers, focusing on business
management, trade marketing and
technological innovation.
For the Full Event Brochure
visit:
brazilianretailinsurance.com
Tel: +1 212 537 5898 Fax: +1 212 537 5898 Email: info@hansonwade.com
www.brazilianretailinsurance.com @SegurosLatam #SegurosLatam
12 – 15 May 2014 | São Paulo
The 1st Annual Brazilian Retail Insurance Summit brings together the key players in the retail
insurance chain in Brazil. You will meet Presidents, CEOs, COOs, Executive Directors, Commercial
Vice Presidents, Technology & Operations Directors and Heads of Distribution and Retail Insurance
from across the major global and regional insurers. You’ll also meet the Insurance Heads and
Commercial Managers from the country’s leading distribution channels.
WHO SHOULD ATTEND
Insurers
Associations
Telecoms Operators
Supermarkets
Technology Providers
Brokers
Utilities
Consultants
SPEAKERS CONTINUED
Banks
The reason I am participating is the opportunity
offered to executives and companies to expand
the scope of their respective market segments
that have been underdeveloped, i.e. segments that
have not tended to have the opportunity to access
financial products and insurance products.
AIG Seguros
Alan Barros
CEO, Foco!
Participações
Implemented business
management policies, team training
and new products, with focus on
business development in various
distribution channels, including
retail chains, correspondent
banking, insurance brokers, and
administrators of credit cards.
Scott Horwitz
Insurance Senior
Director
FICO
He brings full capabilities of
decision management to the
insurance industry in UK, Belgium,
Germany, Canada, Brazil and
US. He led the research for the
first pooled property and casualty
insurance underwriting risk scores
using credit data.
For the Full Event Brochure
visit:
brazilianretailinsurance.com
Tel: +1 212 537 5898 Fax: +1 212 537 5898 Email: info@hansonwade.com
www.brazilianretailinsurance.com @SegurosLatam #SegurosLatam
12 – 15 May 2014 | São Paulo
AGENDA DAY ONE | 13/05/2014
8.00	 Registration & Coffee
9.00	 Welcome and Opening Remarks from the Chairman
Overview of Brazil´s Retail Insurance Market
9.10	 Overview of key opportunities in the Brazilian insurance
market. Scope and opportunities in product development,
distribution channels and customer loyalty
•	Learn how the new emerging middle class represents a
big growth in opportunities to increase market share
•	Envision what the market will need next in product
innovation, new channels and integrated technologies
	 Eugênio Liberatori Velasques, Executive Director,
Bradesco Seguros e Previdência
9.50	 How effectively has the insurance market capitalised
on the Brazilian opportunity and what opportunities lie
ahead?
In this session you will understand what can be done to:
•	 Create more balanced products
•	 Deliver more value to the customer
•	 Reduce distribution and manufacturing costs
	 Alfredo Lalia Neto, CEO, HSBC Seguros Brasil
10.30 	Understanding regulation changes to protect the
customer, and what this means for your business
•	Understand how to adapt at the market’s pace to
continue providing excellence in customer 			
service and fair prices in a competitive market
	 Regina L. G. Simões, General Coordinator, SUSEP
11.10	Morning Refreshments and Speed Networking
Coffee will be served after Hanson Wade’s unique Speed
Networking Session, which is a great opportunity to meet
the attendees with whom you would like to have a more
in-depth conversation later in the conference. This session is
the ideal opportunity to get face-to-face time with many of
the brightest minds working in your field.
Come armed with lots of business cards and network with
the entire audience.
New Opportunities in Bancassurance
11.50	Challenges for the Brazilian market in Bancassurance.
Benchmarking with other high-growing markets
•		See how the favourable regulatory landscape, low insurance
penetration and high, large bank penetration presents
significant growth potential for Bancassurance
•	Benchmark with similar scenarios from other high-
growing markets such as Turkey and Poland
	 Peter Rebrin, Global Head of Partnerships for General
Insurance, Zurich
12.30	Opportunities in Bancassurance for the Brazilian market
•	Determine what opportunities lie ahead for profitable
growth in strategy, sales, distribution and marketing
	 Ângela B Assis, Products and Operations Director,
Banco do Brasil
13.10	Lunch and Networking
	 Following speed networking, extend to 1-2-1 time
with attendees of your choice in this relaxed, informal
environment.
14.30	Challenges and opportunities for the Brazilian market
in Bancassurance - how to reach different regions and
segments in emergent societies
•		Understand the difficulties that emerge when taking
insurance protection to the population living away from
the more developed regions
•	Consider how to address the various segments of society,
taking into account the huge economic differences
among them
	 Bento Zanzini, Executive Director,
Grupo Segurador BB-Mapfre
Market Innovation Through Products and Distribution
15.00	Customer retention: Developing satisfied customers
through loyalty programs
•		Discuss whether enthusiastic insurance customers are
wishful thinking or an achievable key factor of success
•	Learn how to untap potential even in saturated markets
•	Take away practical learnings from Allianz’ customer
loyalty program and their latest strategic digital moves
	 Ingo Dietz, Executive Director, Allianz Seguros
15.40	How to respond to your customer’s evolving financial
concerns and build confidence in insurance products and
services
•		Understand how the “Genworth Index” provides a clear
and robust picture of the general financial situation of
households in several countries, including Brazil
•	Assess the key findings that came out of Genworth´s
research in the process of creating this index
•	Discover what drives the consumer’s feelings of financial
security and vulnerability, and how insurance companies
could respond to those demands
	 Roberto Shimizu, Country Manager, Genworth Brazil
16.20	Afternoon Refreshments and Networking
17.00	How to overcome the protection gap in life insurance in
Brazil
•	Analyse the results of Swiss Re´s recent Latin American
surveys - special focus on Brazil
•	Understand the behavior of Life Insurance customers
better
•	Develop strategies for selling Life Insurance and expand
your market share in this segment
	 Rolf Steiner, Senior Vice President, Primary Value Chain
Life & Health, Swiss Re
17.40	Understanding the broker’s role in a stressed and mature
Brazilian market
•	Look back on how the affinity market has evolved
agressively
•	Understand what has led to today’s fairly mature stage
in brokerage, and how to easily adapt to the remaining
regulatory, operational and structural adjustments
•	See how insurers have evolved in their value proposition,
in direct relation to sponsors
•	Rediscover the role of brokers and redefine your service
	 Tiago Mateus das Neves, Affinity Director, Willis Brasil
18.20	Closing remarks from the Chair and end of Day One
Keynote Session Panel Session Networking Session
For the Full Event Brochure
visit:
brazilianretailinsurance.com
Tel: +1 212 537 5898 Fax: +1 212 537 5898 Email: info@hansonwade.com
www.brazilianretailinsurance.com @SegurosLatam #SegurosLatam
12 – 15 May 2014 | São Paulo
Designed to cater more exclusively to
the Brazilian market, the 1st Annual
Brazilian Retail Insurance Summit
will be the key meeting point in the
Brazilian Insurance event calendar
to bring together Brazil´s insurance
professionals for mass markets for
unparalleled networking and unique
industry-first case studies.
It is the community meeting point
for CEOs, Directors and decision
makers in Retail Insurance to meet
and benchmark their strategies
for continuing growth in 2014 and
beyond. The portfolio has been
described by Aon Seguros as giving
the “best meetings to get to know
best practices in different parts of
the region and to generate great new
contacts that will help us in our daily
work”.
ABOUT HANSON WADE
Hanson Wade operates the Latin American Insurance Portfolio of
conferences in close collaboration with the region’s insurers, banks
and distribution channels. The company has established its pedigree in
developing industry leading summits that facilitate the exchange of high
level business information and knowledge sharing with the aim of achieving
commercial results faster.
insurance leaders
attended a portfolio event
in the last two years
400+
of research went
into developing
the agenda
60+hrsof networking
over four days
8+hrs of interactive
sessions and
workshops
14+hrs
Over the last five years the Hanson Wade Insurance Portfolio events have become industry reference points and are
recognized by the most important insurance, banking and retail industry leaders. It has developed an active community
which meets to benchmark product development and distribution innovation, in order to find a way to be successful and
profitable in a challenging market.
For the Full Event Brochure
visit:
brazilianretailinsurance.com

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Brazilian Retail Insurance Summit

  • 1. Tel: +1 212 537 5898 Fax: +1 212 537 5898 Email: info@hansonwade.com www.brazilianretailinsurance.com @SegurosLatam #SegurosLatam Ângela Beatriz de Assis Insurance Director Banco do Brasil Carlos Gracia Armendariz former Country Manager Spain and Portugal Google Enterprise • Build a Multi-Channel Strategy • Boost Sponsors and Customers • Optimize your Digital Approach Event delivered in Portuguese Alfredo Lalia Neto CEO HSBC Elcio Pereira COO & Head of Consumer Marsh Tiago Neves Affinity Director Willis Roberto Shimizu Country Manager Genworth Bento Zanzini Executive Director Grupo Segurador BB-Mapfre Ingo Dietz Executive Director Allianz Henrique Lima Chairman Odonto System Rolf Steiner Senior Vice PresidentPrimaryValue Chain Life & Health Swiss Re Peter Rebrin Global Head of Partnerships for General Insurance Zurich 23 RETAIL INSURANCE EXPERTS IN BRAZIL INCLUDING: 12 – 15 May 2014 | São Paulo Regina Simões General Coordinator Insurance Products SUSEP The best meetings to discover best practices … and generate great new contacts. Cardif Eugênio Liberatori Velasques Executive Director Bradesco Seguros e Previdência Sponsors
  • 2. Tel: +1 212 537 5898 Fax: +1 212 537 5898 Email: info@hansonwade.com www.brazilianretailinsurance.com @SegurosLatam #SegurosLatam 12 – 15 May 2014 | São Paulo It is important for the industry to know how we have delivered our programmes, and the ideal place to explain it is the Summit — leading event for the industry. Mapfre BENEFITS OF ATTENDING At the 1st Annual Brazilian Retail Insurance Summit you will discover exactly what you need to know to capture market share and capitalise on the opportunities presented by a rising middle class. Attend this event to change the way you reach the market by optimizing your digital approach, engaging more effectively with your clients, building a successful multi- channel strategy and boosting sales from sponsors. Learn from the companies that have a proven record of success and extensive experience in Brazil, network with the most respected minds in the insurance market, and ask your most pressing business questions in the interactive workshops, especially designed to tackle the most critical topics in Brazil today. Attend Brazilian Retail Insurance Summit and: • Discover new opportunities in the Brazilian insurance market. Insights from HSBC Seguros, Susep, Genworth and more. • Unlock the keys to Bancassurance leadership development success. Learn from the successful experiences of Zurich, Banco do Brasil and Grupo Segurador BB-Mapfre. • Be innovative with your products and channel distribution. Hear success stories from SwissRe, Grupo Pão de Açúcar and Willis. • Incorporate proven business strategies from other markets in Latin America and Europe. Allianz and Zurich will share similarities and differences between Brazil, Germany and other emerging markets. • Develop your own mobile and digital strategy through open dialogue around what is working and what is not. Assess the experiences of 4k-Seguros-Brasil Insurance, Marsh, AON, Grupo Pão de Açúcar and more. Thank you for being such a good hostess and congratulations on a successful event! It was a pleasure be able to collaborate and interact with such a great crowd. Zurich Latin America Very enriching exchange of success stories with regional colleagues. Thanks to Hanson Wade for the invite, it was a great experience. Liberty Seguros Search groups for Líderes de Seguros Masivos - Seguros Massificados / América Latina & Brasi to join the online community. PRAISE FOR HANSON WADE’S LATIN AMERICAN INSURANCE PORTFOLIO Very useful, we dealt with many ideas and suggestions which are applicable in the short term. Aon
  • 3. Tel: +1 212 537 5898 Fax: +1 212 537 5898 Email: info@hansonwade.com www.brazilianretailinsurance.com @SegurosLatam #SegurosLatam 12 – 15 May 2014 | São Paulo Ângela Beatriz de Assis Communication and Products Officer Banco do Brasil Rolf Steiner Senior Vice President Primary Value Chain Life & Health Swiss Re Carlos Gracia Armendáriz former Country Manager Google Enterprise Spain and Portugal João Paulo Moreira de Mello Superintendente de Parcerias Classic Seguros Elcio Pereira COO & Head of Consumer Marsh Brasil Bento Zanzini Executive Director Grupo Segurador BB-Mapfre Eugênio Liberatori Velasques Executive Director Bradesco Seguros e Previdência Alfredo Lalia Neto CEO HSBC Seguros Tiago Neves Affinity Director Willis Regina L. G. Simões General Coordinator SUSEP Anderson Araujo Business Manager Grupo Pão de Açúcar Ingo Dietz Executive Director Allianz Peter Rebrin Global Head of Partnerships for General Insurance Zurich Henrique Lima Chairman Odonto System Served as Executive Manager of Management Products for Insurance, Pension Plans and Capitalization at Banco do Brasil, Executive Director of the Directorate of Internal Controls and as Division Manager at Cards. Joined Swiss Re in 1998. Roles included Marketing Actuary, Client Manager and Region Head. In 2010 he became Head for Brazil and the Southern Cone, and currently drives new projects to enter into Life Insurance in Latin America and Health Insurance in Brazil. As CEO of Mögrav, he helps large financial organizations to handle customer-facing processes, multichannel services and self service for digital customers. He was Mobile Banking and Payments Director in Santander Group. 35 years’ experience. Professor at Escola Nacional de Seguros - Funenseg. Contributor to the site “Tudo Sobre Seguros”. Vice President of Clube de Seguros de Pessoas de MG and member of the Conselho Empresarial de Seguros da Associação Comercial de Minas. Has held the positions of COO Latin America at Willis, COO at Tempo Assist, and within Citigroup, Latin America Training and Development Center Director, Regional Director, and Asia Pacific Service & Quality Director. He joined MAPFRE Group in 2002, after holding board level positions at insurance and financial services institutions in Brazil. He is currently responsible for the Strategic Business Unit of Life at Grupo Segurador BB-Mapfre. ExecutiveDirectoratBSPAffinity.Member ofthePrinciplesforSustainableInsurance Initiative&InsuranceCommissionatUN EnvironmentProgramme,theMicro- insuranceNetwork,SUSEPforMIand PopularInsuranceandofFENAPREVI andChairmanoftheCommissionforMI atCNSeg. Studied Physics, with an actuarial formation and an MBA in Insurance, Quality and People Management. Worked in insurance marketing since 1994 and at HSBC since 2001, where he worked in technical and risk positions, including regional position as CRO. Has held the positions of Chief Operating Officer at MDS, Corporate Banking Director at Banif Investment Banking, Director at Caixa Geral de Depósitos, and Director at Unibanco. Served as Coordinator at Working Group on MI, COREMEC Financial Inclusion Subcommittee and the multilateral working group for retail insurance rules. Member of the IAIS- CGAP on MI, the Delegation at WTO and at the Insurance Commission and the Solvency Margin Sub- commission MERCOSUL. Currently responsible for the financial services sales team in Extra hypermarkets. Previously Regional Manager of the joint venture Banco Itaú-Grupo Pão de Açúcar. 9 years´experience in managing financial services sales team within retailers. At Allianz Group he has held leading positions in Strategic Planning, Marketing, Public Policy and Government Relations. He holds a Masters Degree in International Law as a Fulbright grantee from the University of Texas-Austin. Joined Zurich in 1999, where he held various Latin American leadership positions, including Head of Bank Distribution for General Insurance in Latin America. Previously worked at Cigna and AIG. Qualified as Engineer, with an MBA (FGV / EAESP), PhD in Water Resources and Environmental Sanitation (UFRGS) and Executive Coach (SBC). He is currently CEO of Dental Plans Dental System and professor of specializations in business management. SPEAKERS Roberto Shimizu Country Manager Genworth Was CCO in Latam and CEO of Willis Peru, Managing Director of GE’s Shared Service Centre (Brazil) and Regional Insurance Director for GE Money Latam. He also worked for GE Switzerland, Dow Chemical and Price Waterhouse. Valdinei Luiz Financial Products Manager Lojas Riachuelo Manager responsible for retail marketing of financial products and services group: Credit Card - Flag and PL (Visa and Mastercard), Insurance and Assistance (10 types), Personal Loan. Waldinei Guimaraes Business Intelligence & CRM Manager Grupo Pão de Açúcar For the last 18 years he has worked in finance, pharma and retail leading companies: Credicard Itaú, Novartis and Grupo Pão de Açúcar. He holds professional and academic experience in CRM and Business Intelligence. Francisca Mariano Commercial Manager Affinity 4K-Brasil Insurance Responsible for the implementation of business development with a focus on start- up operations and innovation sales, as well as sales management for 4K-Brasil Insurance Group. Anderson Freire Campus CEO Universidade Salgado Oliveira Anderson is currently CEO of the Salgado Oliveira University and consultant at A3FW. He was responsible for commercial management of consumer financing and insurance at Itaú Unibanco in partnership with Group Pão de Açúcar/Ponto Frio. Mariana Esteves Affinity Superintendent 4k - Brasil Insurance At 4K, Brasil Insurance Group she pioneered the opening of new business frontiers for the company with large and medium retailers, focusing on business management, trade marketing and technological innovation.
  • 4. For the Full Event Brochure visit: brazilianretailinsurance.com
  • 5. Tel: +1 212 537 5898 Fax: +1 212 537 5898 Email: info@hansonwade.com www.brazilianretailinsurance.com @SegurosLatam #SegurosLatam 12 – 15 May 2014 | São Paulo The 1st Annual Brazilian Retail Insurance Summit brings together the key players in the retail insurance chain in Brazil. You will meet Presidents, CEOs, COOs, Executive Directors, Commercial Vice Presidents, Technology & Operations Directors and Heads of Distribution and Retail Insurance from across the major global and regional insurers. You’ll also meet the Insurance Heads and Commercial Managers from the country’s leading distribution channels. WHO SHOULD ATTEND Insurers Associations Telecoms Operators Supermarkets Technology Providers Brokers Utilities Consultants SPEAKERS CONTINUED Banks The reason I am participating is the opportunity offered to executives and companies to expand the scope of their respective market segments that have been underdeveloped, i.e. segments that have not tended to have the opportunity to access financial products and insurance products. AIG Seguros Alan Barros CEO, Foco! Participações Implemented business management policies, team training and new products, with focus on business development in various distribution channels, including retail chains, correspondent banking, insurance brokers, and administrators of credit cards. Scott Horwitz Insurance Senior Director FICO He brings full capabilities of decision management to the insurance industry in UK, Belgium, Germany, Canada, Brazil and US. He led the research for the first pooled property and casualty insurance underwriting risk scores using credit data.
  • 6. For the Full Event Brochure visit: brazilianretailinsurance.com
  • 7. Tel: +1 212 537 5898 Fax: +1 212 537 5898 Email: info@hansonwade.com www.brazilianretailinsurance.com @SegurosLatam #SegurosLatam 12 – 15 May 2014 | São Paulo AGENDA DAY ONE | 13/05/2014 8.00 Registration & Coffee 9.00 Welcome and Opening Remarks from the Chairman Overview of Brazil´s Retail Insurance Market 9.10 Overview of key opportunities in the Brazilian insurance market. Scope and opportunities in product development, distribution channels and customer loyalty • Learn how the new emerging middle class represents a big growth in opportunities to increase market share • Envision what the market will need next in product innovation, new channels and integrated technologies Eugênio Liberatori Velasques, Executive Director, Bradesco Seguros e Previdência 9.50 How effectively has the insurance market capitalised on the Brazilian opportunity and what opportunities lie ahead? In this session you will understand what can be done to: • Create more balanced products • Deliver more value to the customer • Reduce distribution and manufacturing costs Alfredo Lalia Neto, CEO, HSBC Seguros Brasil 10.30 Understanding regulation changes to protect the customer, and what this means for your business • Understand how to adapt at the market’s pace to continue providing excellence in customer service and fair prices in a competitive market Regina L. G. Simões, General Coordinator, SUSEP 11.10 Morning Refreshments and Speed Networking Coffee will be served after Hanson Wade’s unique Speed Networking Session, which is a great opportunity to meet the attendees with whom you would like to have a more in-depth conversation later in the conference. This session is the ideal opportunity to get face-to-face time with many of the brightest minds working in your field. Come armed with lots of business cards and network with the entire audience. New Opportunities in Bancassurance 11.50 Challenges for the Brazilian market in Bancassurance. Benchmarking with other high-growing markets • See how the favourable regulatory landscape, low insurance penetration and high, large bank penetration presents significant growth potential for Bancassurance • Benchmark with similar scenarios from other high- growing markets such as Turkey and Poland Peter Rebrin, Global Head of Partnerships for General Insurance, Zurich 12.30 Opportunities in Bancassurance for the Brazilian market • Determine what opportunities lie ahead for profitable growth in strategy, sales, distribution and marketing Ângela B Assis, Products and Operations Director, Banco do Brasil 13.10 Lunch and Networking Following speed networking, extend to 1-2-1 time with attendees of your choice in this relaxed, informal environment. 14.30 Challenges and opportunities for the Brazilian market in Bancassurance - how to reach different regions and segments in emergent societies • Understand the difficulties that emerge when taking insurance protection to the population living away from the more developed regions • Consider how to address the various segments of society, taking into account the huge economic differences among them Bento Zanzini, Executive Director, Grupo Segurador BB-Mapfre Market Innovation Through Products and Distribution 15.00 Customer retention: Developing satisfied customers through loyalty programs • Discuss whether enthusiastic insurance customers are wishful thinking or an achievable key factor of success • Learn how to untap potential even in saturated markets • Take away practical learnings from Allianz’ customer loyalty program and their latest strategic digital moves Ingo Dietz, Executive Director, Allianz Seguros 15.40 How to respond to your customer’s evolving financial concerns and build confidence in insurance products and services • Understand how the “Genworth Index” provides a clear and robust picture of the general financial situation of households in several countries, including Brazil • Assess the key findings that came out of Genworth´s research in the process of creating this index • Discover what drives the consumer’s feelings of financial security and vulnerability, and how insurance companies could respond to those demands Roberto Shimizu, Country Manager, Genworth Brazil 16.20 Afternoon Refreshments and Networking 17.00 How to overcome the protection gap in life insurance in Brazil • Analyse the results of Swiss Re´s recent Latin American surveys - special focus on Brazil • Understand the behavior of Life Insurance customers better • Develop strategies for selling Life Insurance and expand your market share in this segment Rolf Steiner, Senior Vice President, Primary Value Chain Life & Health, Swiss Re 17.40 Understanding the broker’s role in a stressed and mature Brazilian market • Look back on how the affinity market has evolved agressively • Understand what has led to today’s fairly mature stage in brokerage, and how to easily adapt to the remaining regulatory, operational and structural adjustments • See how insurers have evolved in their value proposition, in direct relation to sponsors • Rediscover the role of brokers and redefine your service Tiago Mateus das Neves, Affinity Director, Willis Brasil 18.20 Closing remarks from the Chair and end of Day One Keynote Session Panel Session Networking Session
  • 8. For the Full Event Brochure visit: brazilianretailinsurance.com
  • 9. Tel: +1 212 537 5898 Fax: +1 212 537 5898 Email: info@hansonwade.com www.brazilianretailinsurance.com @SegurosLatam #SegurosLatam 12 – 15 May 2014 | São Paulo Designed to cater more exclusively to the Brazilian market, the 1st Annual Brazilian Retail Insurance Summit will be the key meeting point in the Brazilian Insurance event calendar to bring together Brazil´s insurance professionals for mass markets for unparalleled networking and unique industry-first case studies. It is the community meeting point for CEOs, Directors and decision makers in Retail Insurance to meet and benchmark their strategies for continuing growth in 2014 and beyond. The portfolio has been described by Aon Seguros as giving the “best meetings to get to know best practices in different parts of the region and to generate great new contacts that will help us in our daily work”. ABOUT HANSON WADE Hanson Wade operates the Latin American Insurance Portfolio of conferences in close collaboration with the region’s insurers, banks and distribution channels. The company has established its pedigree in developing industry leading summits that facilitate the exchange of high level business information and knowledge sharing with the aim of achieving commercial results faster. insurance leaders attended a portfolio event in the last two years 400+ of research went into developing the agenda 60+hrsof networking over four days 8+hrs of interactive sessions and workshops 14+hrs Over the last five years the Hanson Wade Insurance Portfolio events have become industry reference points and are recognized by the most important insurance, banking and retail industry leaders. It has developed an active community which meets to benchmark product development and distribution innovation, in order to find a way to be successful and profitable in a challenging market.
  • 10. For the Full Event Brochure visit: brazilianretailinsurance.com