March 20, 2018

1:30 – 2:00pm Registration

2:00 – 2:05pm Welcome Remarks

Mathew Kathayanat, Director, Head of Product and Strategy, Asia Pacific, Asset Servicing,BNY Mellon

2:05 – 2:35pm Panel Discussion: Disruptors at the Gates - Trends in building Innovative Capabilities with Technology

The disruption brought forth by technology advancements has transformed how financial institutions operate and serve their clients. The race for innovation, agility and talents has intensified. The panel will share their views on the key trends, ways to build innovation and how to build capabilities in technology.

Panelists:Dr. Ko-Yang Wang, Founder & Chairman, Fusion$360 & Digital Economy/FinTech Entrepreneur Mathew Kathayanat, Director, Head of Product and Strategy, Asia Pacific, Asset ServicingBNY Mellon

Moderator:Nadia Chen, Managing Director, Country Executive and Global Client Management, Taiwan, BNY Mellon

2:35 – 2:55pm Data as an Asset

Data is one of the most important asset in a financial institution, but if you’re not leveraging it intelligently and in the right way, you’re missing a huge opportunity. A data-centric single platform allows you to manage your data wisely and efficiently, and enables new areas of growth and opportunity. Eagle Investment Systems is going through “a digital transformation revolution”. How does it help our clients in Taiwan by lowering the cost of system ownership and improving operational efficiency?

Yong Wang, Solution Specialist, Eagle Investment Systems

3:15 – 3:30pm Coffee Break

2:55 – 3:15pm The Shift to Alternatives: Navigating Risks and Rewards in Private Equity & Real Estate

The chase for higher yields has fueled a rapid race to alternative investments, but not all of these investments are created equal. This session will focus on two of the most promising alternative asset classes: private equity and real estate. What factors should institutional investors consider when increasing allocations to these assets, and what kind of role should they play in an investment portfolio to optimize the balance of risk and return potential? How should asset owners and managers leverage technology to improve alternatives performance?

Mark Nelligan, Managing Director, Head of Alternative Investment Services & Structured Products, Asia Pacific, BNY Mellon

Program Agenda

4:15– 4:35pm Staying Agile in Tomorrow's Markets - Successful Client Showcase

4:35 – 5:05pm Keynote: Perspectives from the C-Suite – Trends and Challenges of Insurance Providers in Taiwan

Dr. Grace Chu, Chief Risk Officer, Shin Kong Financial Holding and Shin Kong Life InsuranceLeo Lin, CIIA, CSIA, CFTA, FLMI, Chief Risk Officer, Mercuries Life Insurance Co. Ltd.

5:05 – 5:10pm Closing Remarks

Nadia Chen, Managing Director, Country Executive and Global Client Management, Taiwan,BNY Mellon

3:30 – 4:15pm Panel Discussion: The Trends Reshaping Taiwan’s Investment Landscape

The implementation of IFRS 9 and managing FX fluctuations are two of the most pressing issues facing investors in Taiwan. What will the adaptation of this new accounting standard mean for the industry and how can currency hedging be used as an effective portfolio management tool? The panel will share insights on responding to these developments and how to position portfolios to benefit.

Panelists:Kitty Ching, FSA, FAICT, President, Taiwan Insurance Institute Vincent Ma, Managing Director, Head of AxJ Retail Business, BlackRock Investment Management (Taiwan) Limited.Kelly Zou, CFA, Head of FX, North Asia, BNY Mellon Markets

Moderator: Dr. Mei-Chee Shum, PhD FFA, Division Leader, North Asia, Insurance Consulting and Technology, Willis Towers Watson

5:10 – 7:00pm Cocktail Reception

Winnie Wong, Director, Business Development, Greater China, Asset Servicing, BNY Mellon Mathew Kathayanat, Director, Head of Product and Strategy, Asia Pacific, Asset Servicing, BNY Mellon

Moderator:Nadia Chen, Managing Director, Country Executive and Global Client Management, Taiwan, BNY Mellon

Panelists:

The ever evolving financial landscape has created opportunities as well as challenges for senior executives in the insurance sector in Taiwan. What are the developments that will be most impactful and how do senior executives ready themselves for these challenges. Hear the predication of the future trends by senior executives and how do they prepare their companies to embrace these changes.

2018年3月20日

1:30 – 2:00pm 報到

2:00 – 2:05pm 致歡迎詞

Mathew Kathayanat, 紐約梅隆亞太區資產服務處產品暨策略主管

2:05 – 2:35pm 小組討論：顛覆性創新迫在眉睫–以科技建構創新能力的趨勢

科技發展所帶來的衝擊，顛覆了金融機構營運以及服務客戶的方式。創新、敏捷力與人才的競爭日益激

烈。討論小組成員將分享他們對主要趨勢、建立創新之方法以及如何打造金融科技能力等議題的見解。

主講人:

王可言博士, 臺灣金融科技股份有限公司的創辦人/董事長及數位經濟/金融科技創業家

Mathew Kathayanat, 紐約梅隆亞太區資產服務處產品暨策略主管

主持人:

陳淑娟, 紐約梅隆台灣區總經理及全球客戶關係管理

2:35 – 2:55pm 數據資產 數據是金融機構中最重要的資產之一，但是如果您沒有以合適的方式智能地利用它，那麼您很可能會錯

過了巨大的商業機會。以數據為中心的單一平台架構使您在競爭中始終保持領先的位置，使您能夠明智

而高效地管理數據，它還有助於您發掘新的增長領域和迎接新的機遇。雄鷹投資系統正在經歷「數字化

轉型革命」。它如何通過降低系統所有權成本和提高運營效率來幫助我們的台灣客戶？

王勇, 雄鷹投資系統解決方案顧問

3:15 – 3:30pm 休憩

2:55 – 3:15pm 轉向另類投資：提高私募基金與不動產部位之配置 追求較高報酬率的趨勢，導致另類投資競賽步伐快速增加。但哪些投資表現最為優異？這環節將討論兩

類吸引到最高配置的資產類別: 私募基金與不動產。機構投資人在提高此資產部位配置時應該注意哪些

事情？又應該如何以具成本效益的方式平衡風險與回報?資產擁有人與資產管理公司要如何運用科技提

高另類投資之績效？

會議議程

Mark Nelligan, 紐約梅隆亞太區另類投資服務暨結構性產品處主管

3:30 – 4:15pm

4:15 – 4:35pm

5:05 – 5:10pm 致閉幕詞

小組討論：改變台灣投資環境的趨勢

國際財務會計報告準則第九號公報(IFRS 9)的施行以及匯率波動的管理，是台灣投資人所需面對的兩大迫切

議題。此新會計準則的施行，對金融產業將帶來哪些影響，以及如何運用匯率避險有效的管理投資組合？

討論小組成員將分享他們對如何因應此等發展的看法，以及如何配置投資組合並獲利。

主講人:

金肖雲, FSA, FAICT, 財團法人保險事業發展中心總經理

馬瑜明, 貝萊德集團 (Blackrock) 台灣區零售事業主管暨台灣貝萊德投信總經理

鄒苗朗, CFA, 紐約梅隆北亞區外匯主管

主持人:

岑美慈博士, PhD FFA, 韋萊韜睿惠悅保險諮詢北亞區總經理

敏捷應對市場動態：成功客戶專案

黃永思, 紐約梅隆大中華區資產服務處業務開發總監

Mathew Kathayanat, 紐約梅隆亞太區資產服務處產品暨策略主管

4:35 – 5:05pm 演講主題：高階主管觀點 – 台灣保險提供者的趨勢與挑戰

不斷演進的金融產業環境，不僅為台灣保險業的高階執行主管創造了許多機會，同時也帶來了挑戰。最具

影響力的發展有哪些？以及高階執行主管如何為此等挑戰做好準備。與會高階執行主管將分享他們對未來

趨勢的看法，以及他們將如何為自家企業做好因應此等變動的準備。

主講人:

儲蓉博士, 新光金控及新光人壽風控長

林大鈞, CIIA, CSIA, CFTA, FLMI, 三商美邦人壽風控長

陳淑娟, 紐約梅隆台灣區總經理及全球客戶關係管理

5:10 – 7:00pm 酒會

主持人:

陳淑娟, 紐約梅隆台灣區總經理及全球客戶關係管理

Mathew Kathayanat

Mathew Kathayanat (Mat Kat) is responsible for driving and managing the development of new Asset Servicing products and enhancements in support of client needs across Asia-Pacific (APAC). The primary focus and responsibilities include product strategy and development, supporting the business to grow revenue profitably. Mat brings 17+ years of experience in Product Development, Institutional Sales, and Relationship Management. Prior to joining BNY Mellon, he was with Citi for the past ten years based in Singapore and London. His most recent role was Regional Product Manager, APAC for the Global Custody and Fund Services business where he was responsible for rolling out key product initiatives, implementing integrated custody, and acted as deal review & pricing owner for the region.

Mat holds a post graduate diploma in Strategy and Innovation from University of Oxford as well as an MBA in Marketing and Systems.

王可言博士 Dr. Ko-Yang Wang

王可言博士是臺灣金融科技股份有限公司的創辦人/董事長，曾擔任資策會副執行長、IBM全球顧問服

務合夥人、全球服務事業轉型研發創新長、獲頒傑出工程師與技術研究院院士等榮譽。王博士投入科

技產業多年，擁有豐富的IT顧問與商業策略管理經驗。從1991年至2011年，王博士在美國IBM研究

中心與IBM全球服務皆有卓越表現。2000成為IBM全球服務第一位亞裔IBM傑出工程師。從尖端技術

研發到推動企業內部轉型、IT策略、企業架構、創新與知識管理等，到管理外部事業與IT融合與事業

轉型服務業務、解決方案開發等，擔任許多重要的管理與領導角色。

王博士在2011年滿懷熱忱返台，為協助台灣產業的轉型升級，貢獻所長。2011至2015年於資策會任

職期間，他推動內部改革、策略規劃、前瞻技術研發與產業合作，並帶領智慧系統服務、雲端系統軟

體與大數據分析等大型研發計畫。目前轉身投入新創事業，致力於建立一個由台灣出發、國際級的金

融科技生態圈，讓台灣與國際發展接軌，創造台灣金融科技產業的新機會。2017年成立台灣金融科

技協會，被選為第一任理事長。

主講簡歷 Speakers Biographies

紐約梅隆亞太區資產服務處產品暨策略主管

Director, Head of Product and Strategy, Asia Pacific, Asset Servicing, BNY Mellon

臺灣金融科技股份有限公司的創辦人/董事長及數位經濟/金融科技創業家

Founder & Chairman, Fusion$360 & Digital Economy/FinTech Entrepreneur

Mathew Kathayanat (Mat Kat) 負責推動與管理新資產服務產品之開發，以及強化對亞太區客戶

的支援。其主要工作重點與責任包括產品策略、以及開發與支援業務營運以提高營收獲利。Mat 擁有產品開發、機構客戶銷售以及客戶關係管理17年以上之經驗。於加入紐約梅隆之前，Mat 曾任職

花旗銀行10 年，駐點於新加坡與倫敦，最近一份職務是亞太區全球保管與基金服務事業部亞太區產

品經理，負責開展區域內重要產品專案、執行整合式保管服務、以及擔任交易審核與訂價負責人。

Mat 擁有哈佛大學學士後策略暨創新(Strategy and Innovation) 學位，以及行銷暨系統企業管理

碩士(MBA in Marketing and Systems) 學位。

Dr. Ko-Yang Wang, Founder & Chairman of Fusion$360, is an entrepreneur focusing on helping Taiwan develop its 1st API-based FinTech Ecosystem for inclusive financial services. He has extensive experience in IT consulting and strategic business management. Dr. Wang was an Executive Vice President and CTO at the Institute for Information Industry between 2011-2015. During his tenure, he led the Cloud System Software Research Institute and was responsible for the organization's strategy, R&D, industry partnership, and business development. He is influential in Taiwan’s FinTech transformation. He was elected as the founding Chairman of Taiwan FinTech Association.

Prior to 2011, Dr. Wang held various managerial roles at IBM, including Partner & Practice Leader for Business Performance Management (BPM) Practice in IBM Global Business Services, and Principal for Knowledge Management (KM) at IBM Consulting Group. He led >20 corporate-wide strategy initiatives including Enterprise of the Future, Future Service Business and Service Oriented Technologies, etc. He was also responsible for developing BPM, SOA for Enterprise Applications (ERP, CRM, SCM, CRM, etc.), Enterprise Integration, Enterprise Architecture and Technology, Knowledge Management, Asset Reuse, Object Oriented, Text Mining, High Performance Computer, Programming Environments, etc. solutions. He was an IBM Distinguished Engineer and an IBM Academy of Technology Member. He has co-authored >10 patents and > 50 publications in Compilers, Distributed Computation, AI, Knowledge Management, BPM, Cloud Computing, Big Data, and FinTech. He mentored many professionals, 13 of his mentees became IBM distinguished Engineers.

陳淑娟 Nadia Chen

加入紐約梅隆之前，她在2002年至2007年間，擔任德國商業銀行台北辦事處(德國第二大銀行)的台灣

區負責人及首席代表。她於1988年加入英商駿懋銀行後，歷經荷蘭荷興銀行，南非標旗銀行，德國商

業銀行至今的紐約梅隆，已累積超過26年的金融機構工作經驗。

Nadia Chen joined BNY Mellon Global Client Management team in 2007 and is responsible for maintaining high-profile client relationships including government owned entities and financial institutions here in Taiwan. A recipient of the BNY Mellon’s prestigious “Stars Award” in 2012, Nadia was appointed the role of Country Executive for BNY Mellon in Taiwan in September 2014.

Prior to BNY Mellon, Nadia served as the Chief Representative and Country Manager for Commerzbank AG Taipei Representative Office (second largest bank in Germany) between 2002 to 2007. She joined Lloyds Bank Taipei Branch in 1988 and worked in other financial institutions in Taiwan including with ING Bank and Standard Bank of South Africa, totaling to over 26 years of extensive experience in the financial industry.

Nadia received her International Executive Master of Business Administration degree from the National Taipei University in 2006, and was the program’s class representative during her study. Nadia is actively involved in alumni activities and was selected the alumni’s Secretary-general in 2013 and 2014.

陳淑娟於2006年取得國立台北大學國際金融專班碩士證書，在學期間擔任班代。於畢業後積極參與

系友會活動在2013及2014年間擔任國際金融專班系友會秘書長。

紐約梅隆台灣區總經理及全球客戶關係管理

Managing Director, Country Executive and Global Client Management, Taiwan, BNY Mellon

陳淑娟於2007年加入紐約梅隆全球客戶關係管理部門，主要負責紐約梅隆在台灣與政府和金融機構客

戶的客戶關係管理。2012年她因管理客戶關係傑出成績而獲頒紐約梅隆全球之星，並於2014年9月昇

任台灣區總經理暨負責人。

王勇 Yong Wang

王勇於2011年加入雄鷹投資系統有限公司，在業務諮詢，解決方案設計，開發和企業級績效評估與數

據管理方面擁有多年經驗。王勇是雄鷹在亞太地區解決方案團隊的重要成員，常駐在公司位於中國北

京的辦公室。王勇積極協助雄鷹，為在中國，韓國，澳大利亞和香港的亞太地區客戶提供解決方案。

王勇經常與用戶在業務方面進行交流，了解他們對績效數據的需求，並通過雄鷹系統平台幫助他們實

現從手動流程到更高效的自動化解決方案的升級。

在加入雄鷹之前，王勇曾經在摩根大通資產管理（英國）公司工作了7年。

Yong Wang joined Eagle Investment Systems in 2011 and has many years of experience in Business Consulting, Solutions Design, Development and Enterprise Performance and Data Management. Yong is a key member of the APAC Eagle Solutions’ team. Based in Beijing China, Yong has actively helped in providing solutions to Eagle’s APAC clients across China, South Korea, Australia and Hong Kong. He regularly interacts with business to understand their performance data needs and helps them in migrating from manual processes to a more efficient and automated solutions with Eagle.

Prior to joining Eagle, Yong worked for JPMorgan Asset Management UK for 7 years.

Mark Nelligan

Mark Nelligan is the Head of Alternative Investment Services & Structured Products (AIS/SP) for the region and part of the AIS/SP Leadership Team. In this role, Mark leads the overall strategy and execution for AIS/SP in the region, and provides senior support for key clients and prospects, while representing the AIS/SP business with other stakeholders. Mark is a member of BNY Mellon’s Asia Pacific Leadership Council and has over 25 years of financial services experience. He is a Managing Director and based in Singapore. Mark joined BNY Mellon in October 2002 from ING Barings, Singapore, where he was the chief operating officer with responsibility for the bank’s commercial and investment banking operational support platform in South East Asia, Vietnam and India. Prior to this, he held several senior operational roles in Hong Kong, India and London. He is a Fellow of the Institute of Chartered Accountants in England & Wales (FCA, ICAEW) and a graduate of Jesus College, Cambridge University.

Mark Nelligan 是亞太區另類投資服務暨結構性產品處主管，以及 AIS/SP 領導人小組成員。於擔任此

職務時，Mark 制訂與執行負責亞太區 AIS/SP 整體策略，並為主要客戶與潛在客戶提供高階管理諮詢

服務，同時代表 AIS/SP 與其他利害關係人進行業務往來。Mark 是紐約梅隆亞太區領導人諮詢小組成

員，擁有 25 年金融服務經驗，擔任總經理職務並駐守新加坡。 Mark 在 2002 年 10 月自新加坡霸菱

銀行(ING Barings) 轉任紐約梅隆營運長，負責該行東南亞、越南與印度等地區之商業與投資銀行業

務。在此之前，他曾擔任香港、印度與倫敦等地數家公司之高階營運主管職務。Mark 是英格蘭與威爾

斯特許會計師 (Fellow of the Institute of Chartered Accountants in England & Wales，簡稱 FCA,

ICAEW)，畢業於劍橋大學耶穌學院。

紐約梅隆亞太區另類投資服務暨結構性產品處主管

Managing Director, Head of Alternative Investment Services & Structured Products, Asia Pacific, BNY Mellon

雄鷹投資系統解決方案顧問

Solution Specialist, Eagle Investment Systems

金肖雲 Kitty Ching, FSA, FAICT

Kitty Ching currently is the president for Taiwan Insurance Institute (i.e. TII), a quasi-government organization who serves as a think-tank for Taiwan’s Insurance Bureau on all insurance related issues. In addition, TII also serves as a flat-form between Insurance Bureau and the insurance industry.

Before joining TII, Kitty has worked with a number of insurers such as AEGON, MetLife, CIGNA, ING, Fubon, Cathay Life and Cathay Financial Holdings, on functions such as product development, financial reporting, performance measurement, risk management and capital management. This has included creating sales and performance measurement consistent with enterprise risk management and calculating economic capital to quantify and manage risks as the basis for business decisions. She has extensive experience of life insurance in the US and Taiwan after spending eight years in the USA and seventeen years in Taiwan. Kitty has played a key role in developing local actuarial talents by the establishment of Actuarial Academy at ING Taiwan, Fubon Life and Cathay Life. She is also a frequent speaker at universities and actuarial seminars across Asia. Kitty has also played a crucial role in the establishment of Enterprise Risk Management Practice Guideline for insurance industry in Taiwan and currently is a member of Education Committee in Actuarial Institute of the Republic of China. In recent years, Kitty has devoted more time on the development of soft skills and leadership for actuaries as she hopes to elevate more actuaries from technical positions to leadership positions.

Kitty holds a Master in Actuarial Science from University of Iowa at Iowa City, Iowa of USA.

財團法人保險事業發展中心總經理

President, Taiwan Insurance Institute

金肖雲目前擔任財團法人保險事業發展中心(簡稱 TII) 總經理，該單位為準政府組織，負責就所有保險

相關事宜擔任台灣金管會保險局的智庫。且亦負責擔任保險局與保險產業之間的平台。

在加入 TII 之前，金肖雲從任職數家保險公司，譬如全球人壽、大都會人壽、康健人壽、安泰人壽、富

邦人壽、國泰人壽以及國泰金控負責產品開發、財務報告、績效衡量、風險管理與資本管理等多項職

務，包括建立符合企業風險管理要求之業務與績效衡量指標以及計算經濟資本，以量化與管理風險並

作為商業決策之基礎。她擁有美國 8 年及台灣 17 年的豐富人壽保險經驗，於台灣安泰人壽、富邦人壽

與國泰人壽任職期間皆成立了精算學院，在開發本地精算人才方面扮演了非常關鍵的角色，且亦經常

獲邀至亞洲各大學與精算研討會發表演說。金肖雲在制訂「台灣保險業企業風險管理實務指引

(Enterprise Risk Management Practice Guideline for insurance industry in Taiwan)」方面也扮演

了決定性的角色，目前亦為「中華民國精算學會(Actuarial Institute of the Republic of China)」教育

委員會委員。近幾年，金肖雲將更多時間投入在培養精算師之軟技能與領導才能方面，希望讓更多精

算師能夠從技術性職務提升到領導階層職務。

金肖雲擁有美國愛荷華大學精算碩士(Master in Actuarial Science) 學位。

鄒苗朗 Kelly Zou, CFA

Kelly Zou heads BNY Mellon’s foreign exchange sales business in North Asia. She has worked with a range of financial institutional clients for over 10 years including central banks/sovereign funds, asset managers, insurance funds and regional banks. She leads the North Asia Foreign Exchange sales team to provide real time market updates and unique BNY Mellon research (macro and iFlow), to advise clients on currency movement and trade FX with clients. Kelly started her career as a currency research associate at State Street Associates, Boston. The love for market volatility brought her back to Asia as a sales person in 2006. She made Hong Kong home ever since.

Kelly holds a master’s degree in computer science from Vanderbilt University (USA), and a bachelor’s degree in computer science from Zhejiang University (China). She is also an advocate of financial community service and has served on the Hong Kong CFA chapter’s career development committee.

鄒苗朗 (Kelly) 負責帶領紐約梅隆北亞區的外匯業務，已與許多金融機構客戶合作超過10 年，包括

各國央行/主權基金、資產管理公司、保險基金以及區域性銀行。Kelly 帶領北亞外匯業務團隊為客

戶提供即時市場新知以及獨特的紐約梅隆研究資料（總體經濟與iFlow）、為客戶提供匯率變動諮

詢以及與客戶進行外匯交易。Kelly 的第一份金融產業工作是在位於美國波士頓的 State Street

Associates 擔任外匯研究專員，不過由於鍾情於鑽研市場波動，讓Kelly 在2006年回到亞洲擔任

業務員工作，且從那時開始便以香港為家。

Kelly 擁有美國范德比大學(Vanderbilt University) 電腦科學 (computer science) 碩士以及中國

浙江大學電腦科學學士學位，她也是金融社群服務的倡導者，以及香港特許財務分析師職涯發展

委員會委員。

馬瑜明 Vincent Ma貝萊德集團 (Blackrock) 台灣區零售事業主管暨台灣貝萊德投信總經理

Managing Director, Head of AxJ Retail Business, BlackRock Investment Management (Taiwan) Limited.

Vincent Ma, Managing Director, is the Head of BlackRock’s AxJ Retail Business for BlackRock

Investment Management (Taiwan) Limited. Vincent’s service with BlackRock dates back to

2003, including his years with Merrill Lynch Investment Managers (MLIM), which merged with

BlackRock in 2006. At MLIM, Vincent was the Assistant Vice President of Channel Sales Team.

Prior to joining MLIM, Vincent was a Deputy Manager in ABN AMRO Asset Management. Prior

to ABN AMRO, he served as Senior Analyst in Bloomberg New York and Princeton.

Vincent graduated from National Taiwan University and earned an MBA in Finance and

Marketing from Drexel University in USA.

馬瑜明現為貝萊德集團 (Blackrock) 台灣區零售事業主管暨台灣貝萊德投信總經理。2003年加入

貝萊德，2003年至2006年擔任美林投資管理副總裁，2006年貝萊德集團併購美林投資管理。加

入美林投資管理之前，曾任荷銀資產管理 (ABN AMRO Asset Management) 副理、彭博資訊

(Bloomberg) 紐約及普林斯頓分公司資深研究員。

馬先生畢業於國立台灣大學政治系，並擁有美國Drexel University 財務與行銷MBA學位。

紐約梅隆北亞區外匯主管

Head of FX, North Asia, BNY Mellon Markets

黃永思 Winnie Wong

岑美慈博士 Dr. Mei-Chee Shum, PhD FFA

黃永思 (Winnie) 是紐約梅隆大中華區資產服務處業務開發代表，駐守香港，擁有10 年以上證券服

務經驗，並曾擔任紐約梅隆企業信託處北亞地區業務主管，充分運用其多元的投資銀行背景為集

團開發相關業務。

於2007年加入紐約梅隆之前， Winnie 曾擔任一家國際型投資銀行債券資本市場/企業融資處的執

行董事，負責服務亞洲除日本以外市場利率與債券相關債務融資組織客戶，且於任職期間曾擔任

「香港證券及期貨事務監察委員會企業融資諮詢委員會註冊代理人」以及「香港金融管理局註冊

執行主管」。Winnie 曾擔任數個產業組織之職務，包括香港資本市場公會副主席以及亞太區證券

協會總監暨執行委員會委員。

Winnie 畢業於英國倫敦大學，擁有化學理學士(榮譽)學位，可流利使用英語、中文與日文。

紐約梅隆大中華區資產服務處業務開發總監

Director, Business Development, Greater China, Asset Servicing, BNY Mellon

Dr. Mei-Chee Shum joined Willis Towers Watson in June 2017. She started her career in the UK, where she was an actuarial consultant at Tillinghast – Towers Perrin (now forming part of Willis Towers Watson). Dr. Shum relocated to Asia in 2003 and since then has held a number of senior positions across the region, including Chief Actuary for AIA Thailand, Chief Financial Officer for AIA Indonesia, Chief Marketing Officer for AIA Philippines, Chief Financial Officer and later Chief Executive Officer for Manulife Taiwan.

Dr. Shum has hands-on and extensive experience in financial reporting, financial management, capital management, strategic development, risk management and product development. Her roles and responsibilities have included leading large finance functions with complex structures and reporting requirements; management of capital requirements and profit emergence during times of market volatilities and different phases of company growth. Dr. Shum has led or involved in numerous merger and acquisition projects. She is a seasoned leader with the experience of building a risk management function from scratch, and leading process transformation projects for actuarial and finance functions.

Dr. Shum has a PhD in mathematics from Macquarie University in Australia and is a Fellow of the Faculty of Actuaries.

岑美慈博士於2017年6月加入韋萊韜睿惠悅。 她最初作為一名精算諮詢顧問，任職於英國通能 (韋萊

韜睿惠悅的前身)。 2003年岑博士回到了亞洲，在亞洲地區擔任多個高級職位，包括友邦泰國保險首

席精算師，友邦印尼保險財務長，友邦菲律賓行銷長，宏利臺灣財務長和宏利臺灣總經理。

岑博士在財務報告、財務管理、資本管理、戰略規劃、風險管理和商品研發等領域具有豐富的經驗。

她的相關工作經驗 / 主要工作範圍包括: 領導負責具有複雜結構和報告要求的大型財務管理部門；及在

市場波動時期和企業不同的成長階段，策劃及實行資本要求和利潤管理。岑博士曾領導及參與眾多併

購重組項目，為一資深的領導，曾主理構建風險管理職能體系及策劃並執行精算和財務的流程轉換專

案。

岑博士擁有澳大利亞麥考瑞大學數學博士學位，是英國精算師協會正會員。

韋萊韜睿惠悅保險諮詢北亞區總經理

Division Leader, North Asia, Insurance Consulting and Technology, Willis Towers Watson

儲蓉博士 Dr. Grace Chu

新光金控及新光人壽風控長

Chief Risk Officer, Shin Kong Financial Holding and Shin Kong Life Insurance

儲蓉博士目前擔任新光金控及新光人壽的風控長，新光人壽是台灣五大壽險公司之一。在加入新光金控之前，儲博士曾任職於中華信用評等公司副總經理。之後服務於台灣經濟研究院國際處，並曾任金鼎證券的資深副總經理，負責風險管理事宜。

儲博士取得英國華威大學財務博士，並擁有美國西北大學經濟學碩士與工業工程碩士學位。她致力於風險管理領域已有十多年，同時對信用衍生性商品及證券化亦有深厚的研究。

由於她在風險管理的卓越成就與聲譽，儲博士曾擔任中華民國壽險公會風險管理研究小組召集人、證券商公會風險管理委員會召集人、同時曾擔任保險安定基金壽險預警制度委員會委員等。

儲博士目前是「中華民國銀行公會金控業務委員會」委員、「中華民國銀行公會風險管理委員會」

委員、「中華民國證券公會研究發展委員會」委員以及「太平洋經濟合作理事會中華明迷民國委員會」（CTPECC）董事等。

Dr. Grace Chu is CRO of Shin Kong Financial Holding and Shin Kong Life Insurance, which is one of Top 5 life insurers in Taiwan. Prior to joining Shin Kong, Dr. Chu was the Executive Vice President of Taiwan Rating Corporation (TRC), which is a joint venture between S&P and Taiwanese Investors led by TSE. She was a research fellow of Taiwan Institute of Economic Research (TIER). Dr. Chu also worked for Taiwan International Securities Company (TISC) as a Senior Vice President responsible for risk management. Dr. Chu earned her Ph.D degree in finance and accounting area at University of Warwick in U.K. She owns two Master degrees from Northwestern University of US in Industrial Engineering and Economics fields.

Dr. Chu has devoted over 10 years in risk management of finance institutions. Along with her experiences in managing financial risks, Dr. Chu also reveals her great understanding of credit derivatives and securitization products which is believed to be the culprit of recent financial crises.

With her great reputation in Taiwan risk management field, Dr. Chu was the Chair of Risk Management Group of the Life Insurance Association as well as the Chair of Risk Control Committee of Taiwan Securities Association of the Republic of China. She was also a member of Financial Early Warning Committee of Taiwan Insurance Guaranty Fund, etc. Currently, she is a member of Financial Holding Committee of the Bankers Association of the Republic of China and is a member of Risk Management Committee of the Bankers Association of the Republic of China. She is also the board member of Chinese Taipei Pacific Economic Cooperation Committee (CTPECC), etc.

Winnie Wong is BNY Mellon Asset Servicing’s Business Development Representative for Greater China, based in Hong Kong. She has over 10 years of securities servicing experience, and was BNY Mellon Corporate Trust’s Head of Sales for North Asia, of which role has been supported by her diverse investment banking background.

Prior to joining BNY Mellon in 2007, Winnie was an Executive Director for Debt Capital Markets/Corporate Finance at an international investment bank being responsible for AXJ-interest rate- and credit-related debt financing origination, during which tenure she was a HKSFC Registered Representative in Corporate Financial Advisory and a HK Monetary Authority registered Executive Officer. Winnie held industry organizations’ offices – the Vice Chairman of the Hong Kong Capital Markets Association, and the Director and Executive Committee member of The Asia-Pacific Securitization Association.

Winnie graduated from the University of London, UK, with a BSc (Honours) degree in Chemistry, and speaks English, Chinese, and Japanese.

林大鈞 Leo Lin, CIIA, CSIA, CFTA, FLMI

Leo Lin joined Mercuries Life since 1993 and has been responsible for many desks covering both liability side and asset side, which includes group insurance team, reinsurance team, actuarial team, financial planning team, CEO office team, investment management team and risk management team. Due to his abundant experience in investment management, he is assigned the CRO of Mercuries Life Insurance Co. Ltd. in April 2017.

Leo has acquired his Master’s degree from Applied Mathematics of Science department of National Chung-Cheng University in 1992. He is also a qualified charter holder of CIIA, CSIA, CFTA, FLMI, and also an associate member of AIRC.

大鈞於1992年畢業於中正大學應用數學所碩士，之後取得國際投資分析師 (CIIA)、證券投資分析人

員(CSIA)、期貨交易分析人員(CFTA)、壽險管理師(FLMI)及中華民國精算學會副會員等。

三商美邦人壽風控長

Chief Risk Officer, Mercuries Life Insurance Co. Ltd.

林大鈞於1993年加入三商人壽，曾服務單位含蓋從負債端至資產端，包含團體險、再保險、精算、

財務企劃、總經理辦公室、投資管理及風管等部門。由於投資管理的經歷，於2017年4月擢升為三

商美邦人壽風控長。