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所列的传译语言场次分配都为暂定。  英语是 2023 年全球会议的官方语言。百万圆桌将为主场会议演讲和特定焦点会议提供同声传译服务（当至少 50 名注册会员要求用同一种语言进行传译时）。有关传译场次选项的最终决定将于 7 月 11 日后公布。

Chia Fang Hsieh

Taipei
,
,
Taiwan Area
入会总年份：
28
内阁会员荣誉：
18
顶尖会员荣誉：
10

Chia Fang Hsieh is chief marketing director at Fubon Life Insurance, with expertise in wealth management, legacy planning, key talent retention programs, and tax planning and advisory. Her professional achievements include the Faith, Hope and Love Professional Consultant Award, the Gold Award in Insurance at Business Weekly's 3rd Annual King's Award and the Chairman's Award at the Fubon Life Insurance Summit.

Chia Fang Hsieh 现任富邦人寿首席营销总监，专精财富管理、传承规划、核心人才留存计划及税务规划咨询。她的专业成就包括荣获“信望爱专业顾问奖”、《商业周刊》第三届年度国王奖之保险类金奖，以及富邦人寿峰会主席奖。

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Delivering value across generations

跨世代传承价值

Chia Fang Hsieh
会议类型：
焦点会议
演讲语言：
普通话
会议日期：
2026 年 8 月 24 日（星期一）
开始时间：
13:30
Hsieh
Advising Clients
演讲语言:
普通话
No items found.

Hsieh equips members with concrete planning frameworks and actionable strategies for guiding high-net-worth clients through retirement and wealth transfer planning. She also explores how to build meaningful communication and engagement models that significantly increase clients' motivation to take action on their long-term plans.

Hsieh 为会员提供具体的规划框架和可操作策略，指导高净值客户完成退休规划与财富传承。她还探索如何构建有意义的沟通与互动模式，显著提升客户执行长期计划的积极性。

Panos Leledakis

Miami
,
FL
,
United States
入会总年份：
8
内阁会员荣誉：
7
顶尖会员荣誉：
6

Panos Leledakis, LUTCF, has been in the financial services profession for more than 25 years and is considered a pioneer in his field. An expert in AI and digital transformation, internet marketing strategies and cutting-edge technology, Leledakis invented two innovative programs for insurance need analysis that use the science of risk management, AI and extensive neuroscience research on risk perception. He served as president of the Panhellenic Association of Insurance Consultants from 2015 to 2019 and was honored with the esteemed “Top 25 InsurTech CEOs of 2020” global award.

Panos Leledakis，LUTCF 从事金融服务行业已超 25 年，被视为该领域的先驱。作为人工智能、数字化转型、互联网市场营销战略和顶尖科技方面的专家，Leledakis 发明了两个创新型保险需求分析项目，利用风险管理科学、人工智能和广泛的神经科学研究来感知风险。他在 2015 年至 2019 年担任泛希腊保险顾问协会主席，并荣获“2020 年 25 强保险科技 CEO”全球大奖。

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AI chatbots: The superpower for customer excellence in the experience and convenience economy

AI 聊天机器人：体验与便捷经济时代的客户服务超能力

Panos Leledakis
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 8 月 24 日（星期一）
开始时间：
13:30
Leledakis
Marketing
演讲语言:
英语
No items found.

In the age of AI, clients expect speed, personalization and a “wow” experience. Leledakis shares how to instantly build AI chatbots, create your own voice agent and even design a digital twin that answers clients 24/7 — along with creative uses of AI such as future-self videos and personalized AI songs that deepen emotional connection and boost referrals.

在人工智能时代，客户期待的是速度、个性化与“惊喜时刻”。Leledakis 将分享如何即刻构建 AI 聊天机器人、创建专属语音助手，甚至设计一个全天候响应客户需求的数字分身——探索人工智能的创意应用，如“未来的我”视频与个性化 AI 歌曲，这些工具能深化情感联系、增加转介绍。

Joanne Jiahui Lai, CFP, BS

Singapore
,
,
Singapore
入会总年份：
11
内阁会员荣誉：
10
顶尖会员荣誉：
8

Joanne Jiahui Lai, CFP, BS, is founder and CEO of Crownstreams Global Wealth Advisory Pte Ltd., an independent financial advisory firm that integrates technology, faith and innovation to empower advisors to scale with purpose. With over a decade of experience leading multimillion AUA portfolios and developing high-performing advisory teams across Asia, she specializes in enterprise building, AI-enabled systems and leadership coaching, and is known for transforming solo producers into scalable business leaders.

Joanne Jiahui Lai，CFP、BS 是 Crownstreams Global Wealth Advisory Pte Ltd. 创始人兼首席执行官。该公司是一家独立理财咨询平台，融合科技、信念与创新，赋能顾问实现使命驱动的规模化发展。她拥有逾十年管理数百万级资产配置规模的投资组合经验，并在亚洲范围内培养高效能咨询团队，专长领域包括企业建设、人工智能赋能系统及领导力辅导，并以将个体执业者转型为可规模化企业的领导者而闻名。

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From solo advisor to scalable enterprise: Model for 10x growth

从单打独斗到规模化企业：10 倍增长模式

Joanne Jiahui Lai, CFP, BS
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 8 月 24 日（星期一）
开始时间：
13:30
Lai
Advising Clients
演讲语言:
英语
No items found.

Learn how visionary advisors can transform their one-person practice into a high-performing, values-driven enterprise. Lai shares her framework, blending faith-based leadership, AI-enabled systems and scalable team architecture. Learn how to attract talent, delegate effectively and build recurring AUA.

了解具有远见的理财顾问如何将个人实务转型为高效能、价值观驱动的企业。Lai 将分享她的成功框架，一个融合信念型领导力、人工智能赋能系统与可扩展团队架构的框架。您将学习如何吸引人才、有效授权，并建立稳定增长的资产配置规模。

Sridhar Krishnamurti

Motueka
,
Tasman
,
New Zealand
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Sridhar Krishnamurti is an international speaker and consultant, conducting more than 30,000 transformational consultations, speaking engagements, seminars and workshops in 25 years. A mindset and growth strategist who has spent over 30 years studying with master teachers, Krishnamurti founded The Mind Shift in 2008 to assist individuals and companies attain life-changing results and fulfill their true potential. His clients include top echelon business owners, CEOs and world champion athletes. He also facilitates a series of programs that encourage people worldwide to dissolve limitations and achieve their greatest dreams.

Sridhar Krishnamurti 是一位国际演讲家与顾问，在 25 年间里，他已主持超过 30,000 场变革性咨询、演讲、研讨会和工作坊。作为一名思维模式与成长战略专家，他师从多位大师级导师学习长达 30 余年，并于 2008 年创立 The Mind Shift，帮助个人和企业获得改变人生的成果，释放真正的潜力。他的客户涵盖顶级企业主、首席执行官和世界冠军运动员。他还主持讲授一系列课程，帮助世界各地的人们突破自我局限，实现个人最大的梦想。

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How to live your life without limits

如何不受限制地生活

Sridhar Krishnamurti
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 8 月 24 日（星期一）
开始时间：
13:30
Krishnamurti
Whole Person
演讲语言:
英语
No items found.

If we can learn to effectively handle fear and uncertainty, Krishnamurti says, we can break through stuck points and plateaus. Discover how to determine not just what you really want in life but how to take the most direct route to achieving it.

Krishnamurti 认为，如果我们能学会有效应对恐惧与不确定性，就能突破瓶颈和停滞期。探索如何不仅明确人生真正所求，更能找到达成目标的最直接路径。

Steven Yam, ChFC, CIAM

Singapore
,
,
Singapore
入会总年份：
30
内阁会员荣誉：
0
顶尖会员荣誉：
0

Steven Yam is an agency leader with Prudential Singapore, serving 42 years in the company. He specializes in training, coaching and engaging the HNW market while developing advisors to achieve breakthrough performance. A recipient of numerous company awards, including the President’s Club and Top Leader Award, Yam is deeply committed to professional mastery and lifelong learning.

Steven Yam，新加坡保诚集团机构领导者，在该公司服务 42 年。他专注于高净值客户市场的培训、辅导和业务拓展，致力于帮助顾问实现突破性提升。Steven 曾荣获众多公司奖项，包括总裁俱乐部和卓越领导奖，始终致力于追求专业精进与终身学习。

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HNW mastery

高净值客户服务之道

Steven Yam, ChFC, CIAM
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 8 月 24 日（星期一）
开始时间：
13:30
Yam
Marketing
演讲语言:
英语
No items found.

Beyond technical knowledge, Yam says, HNW clients look for presence, trustworthiness, emotional intelligence, and the ability to communicate with confidence and clarity. He shares how the “be, do, have” framework helps advisors elevate who they are, not just what they do, so they naturally attract higher-level clients. Learn how to build credibility quickly, ask breakthrough questions and create deeper client connections.

Steven Yam 指出，除了专业知识外，高净值客户更看重顾问的个人气质、可信度、情商，以及自信清晰的沟通能力。他将分享“成为，行动，拥有”框架如何帮助顾问由内而外获得提升，而不仅仅是改变他们的行为，从而自然而然地吸引更高层次的客户。学习如何快速建立信誉、提出突破性问题以及与客户建立深层关系。

Shalyn Xiaoqi Lee, CIAM

Singapore
,
,
Singapore
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Shalyn Xiaoqi Lee, CIAM, who began her career in financial services as an undergraduate, is now an executive wealth director who leads multiple million-dollar agencies while balancing her role as a mom with an enjoyable home life. As the winner of the Platinum Agency MDRT Culture of Excellence Award in 2025, Lee believes that women can excel in both leadership and sales advisory with proper integration and time management.

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Mindset, structure and systems for sustainable leadership

Shalyn Xiaoqi Lee, CIAM
会议类型：
全球服务
演讲语言：
英语
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
Lee
演讲语言:
英语
No items found.

Are you looking to break routine thinking, rewire habits and shift from autopilot to intentional leadership? Find out how you can set meaningful goals, manage time and create balance while strengthening accountability and relationships.

Tomas Skvarenina

Bratislava
,
,
Slovakia
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Tomas Skvarenina is a partner at Partners Group SK and has 23 years of experience in the financial services profession, with more than 18 years in leadership. He holds a degree in business and marketing from the University of Economics and is responsible for leading 250 people across Slovakia and Bulgaria. As an experienced director who is skilled in negotiation, leading teams, mentoring and business planning, Skvarenina creates and develops distribution channels for financial products and services.

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Coaching, consistency and culture for next-gen MDRT success

Tomas Skvarenina
会议类型：
全球服务
演讲语言：
英语
会议日期：
2026 年 8 月 24 日（星期一）
开始时间：
15:00
Skvarenina
演讲语言:
英语
No items found.

Effective coaching can transform potential into peak performance while building a culture where MDRT is the standard, not the exception. Discover how to develop practical road maps for onboarding, accountability and consistency that help advisors achieve MDRT year after year, while also training future agency leaders.

Suranjith Godagama, CIAM, Cert CII

Colombo
,
,
Sri Lanka
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Suranjith Godagama, CIAM, Cert CII, is a senior business associate with 32 years of leadership experience. He leads a team of 40 independent advisors and specializes in financial planning, training and coaching, leadership, recruiting and performance management. In addition to holding many leadership positions, including senior agency leader, team manager, head of field training and head of bancassurance, Godagama has also received accolades for his accomplishments and professional certifications throughout his financial services career.

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Coaching, consistency and culture for next-gen MDRT success

Suranjith Godagama, CIAM, Cert CII
会议类型：
全球服务
演讲语言：
英语
会议日期：
2026 年 8 月 24 日（星期一）
开始时间：
15:00
Godagama
演讲语言:
英语
No items found.

Effective coaching can transform potential into peak performance while building a culture where MDRT is the standard, not the exception. Discover how to develop practical road maps for onboarding, accountability and consistency that help advisors achieve MDRT year after year, while also training future agency leaders.

Chi Teng Han, CIAM, ChFC/S

Singapore
,
,
Singapore
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Chi Teng Han, CIAM, ChFC/S, is a financial services director at Prudential Assurance Company Singapore Pte Ltd. Han earned a bachelor's degree in engineering from the University of Southampton, received the Diamond Agency MDRT Culture of Excellence Award in 2025 and the Gold Agency MDRT Culture of Excellence Award in 2024 as well as many other accolades within his company. He has spoken at various MDRT Days and at other events within the financial services profession.

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Coaching, consistency and culture for next-gen MDRT success

Chi Teng Han, CIAM, ChFC/S
会议类型：
全球服务
演讲语言：
英语
会议日期：
2026 年 8 月 24 日（星期一）
开始时间：
15:00
Han
演讲语言:
英语
No items found.

Effective coaching can transform potential into peak performance while building a culture where MDRT is the standard, not the exception. Discover how to develop practical road maps for onboarding, accountability and consistency that help advisors achieve MDRT year after year, while also training future agency leaders.

Jenkins Halili

Dubai
,
,
United Arab Emirates
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Jenkins Halili is a senior sales manager at Zurich International Life and has more than 10 years of experience in the financial services profession, with several years in leadership. Halili holds a bachelor’s degree in business administration and worked with brokerage and advisory firms prior to joining Zurich. With specialties in advisor development, coaching and building an MDRT-focused culture, Halili has been recognized multiples times for peak performance and service excellence.

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Coaching, consistency and culture for next-gen MDRT success

Jenkins Halili
会议类型：
全球服务
演讲语言：
英语
会议日期：
2026 年 8 月 24 日（星期一）
开始时间：
15:00
Halili
演讲语言:
英语
No items found.

Effective coaching can transform potential into peak performance while building a culture where MDRT is the standard, not the exception. Discover how to develop practical road maps for onboarding, accountability and consistency that help advisors achieve MDRT year after year, while also training future agency leaders.

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