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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。

Chiu Sze Yuet Jessie

Quarry Bay
,
Hong Kong
,
China
入会总年份：
9
内阁会员荣誉：
5
顶尖会员荣誉：
2

Chiu Sze Yuet Jessie is executive director of wealth management and a certified life risk planner. She holds a master’s degree in human resources management and has eight years of experience in financial services. She won the 53rd Outstanding Salesperson Award, Hong Kong’s Outstanding Young Insurance Professional in 2020, Quality Consultant Award and Best Recruitment Award among many others.

Chiu Sze Yuet Jessie，人生风险规划师，财富管理执行总监，8年从业经验，人力资源管理硕士学历。获得第53届杰出推销员大奖，香港保险业2020年度杰出青年保险专才，连续7年国际龙奖，保险业优质顾问大奖，GAMA管理发展与卓越奖和最佳招募奖，亚太区寿险理财大奖。

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Panel discussion: Inheritance and innovation in insurance

保险的传承与创新

Chiu Sze Yuet Jessie
会议类型：
焦点会议
演讲语言：
普通话
会议日期：
2025 年 8 月 25 日（星期一）
开始时间：
15:00
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演讲语言:
普通话
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内容分类:
经营管理

Want to know how both seasoned and emerging insurance professionals are elevating client service standards? Three MDRT members provide strategies for blending traditional values with cutting-edge technology and sophisticated approaches for cultivating high-net-worth client relationships.

探讨新旧两代保险人的服务升级之道，分享传统价值与创新科技的融合，掌握高端客户深耕策略。

Paritosh Pathak

Gurgaon
,
Haryana
,
India
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Paritosh Pathak is a renowned strategic networking coach recognized for his dedication to helping individuals, businesses and organizations master the art of building impactful networks. Pathak believes the quality of our networks shapes the quality of our lives, and he’s committed to helping his clients transform their connections into powerful drivers of success. Trusted by organizations like Max Life Insurance Company to train their top advisors, Pathak has presented on global stages, such as at the prestigious G20 Summit, where he shared his insights on relationship-building and strategic networking.

Paritosh Pathak 是一位著名的战略人脉教练，以帮助个人、企业和组织掌握构建影响力人脉网络的艺术而闻名。Pathak 坚信，人脉网络的质量决定了生活的质量，他致力于帮助客户将人际关系转化为成功的强大驱动力。他受到包括 Max 寿险公司在内的多家机构信任，为其顶级顾问提供培训，并在全球舞台上展示才华，如在备受瞩目的 G20 峰会上分享其关于人际关系建设和战略人脉网络的真知灼见。

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The next orbit

迈向新轨道

Paritosh Pathak
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2025 年 8 月 25 日（星期一）
开始时间：
15:00
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演讲语言:
英语
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内容分类:
市场营销

All advisors want to build high-value connections that drive business growth. Pathak shares how to utilize a connection map and a relationship management calendar to build trust and maintain long-term relationships to elevate professional success.

所有顾问都希望建立能推动业务增长的高价值人脉网络。Pathak 将分享如何运用人脉图和关系管理日历来建立信任、维持长期关系，从而提升职业成就。

Chan Ching Laam Natalie

Quarry Bay
,
Hong Kong
,
China
入会总年份：
9
内阁会员荣誉：
2
顶尖会员荣誉：
2

Chan Ching Laam Natalie is a director of wealth management with more than eight years of experience in financial services. She is the recipient of Hong Kong's Silver Award for Best Financial Planner in 2017, multiple Hong Kong QAA Quality Consultant Awards, and the Gold, Silver and Bronze International Dragon Awards. She also served on MDRT’s Membership Communications Committee as Chair for Hong Kong and Macau from 2018 through 2021.

Chan Ching Laam Natalie，财富管理总监，从业时间超过8年；2017年荣获全港最佳财务策划师银奖；多次荣获香港QAA优质顾问大奖和国际龙奖金龙银龙及铜龙奖；百万圆桌会议会员联络交流委员会，2018-2021年 MCC HK&MACAU

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Panel discussion: Inheritance and innovation in insurance

保险的传承与创新

Chan Ching Laam Natalie
会议类型：
焦点会议
演讲语言：
普通话
会议日期：
2025 年 8 月 25 日（星期一）
开始时间：
15:00
This is some text inside of a div block.
演讲语言:
普通话
No items found.
内容分类:
经营管理

Want to know how both seasoned and emerging insurance professionals are elevating client service standards? Three MDRT members provide strategies for blending traditional values with cutting-edge technology and sophisticated approaches for cultivating high-net-worth client relationships.

探讨新旧两代保险人的服务升级之道，分享传统价值与创新科技的融合，掌握高端客户深耕策略。

Ng Ka Wai Carrie

Quarry Bay
,
Hong Kong
,
China
入会总年份：
6
内阁会员荣誉：
0
顶尖会员荣誉：
0

Ng Ka Wai Carrie is a team manager and wealth director with 15 years of experience, specializing in asset growth, wealth management and comprehensive financial planning.

Ng Ka Wai Carrie 是一位拥有 15 年经验的团队经理兼财富总监，擅长资产增长、财富管理和全面财务规划。

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How to be seen: A step-by-step guide to running social media

如何被看见：社交媒体运营的分步指南

Ng Ka Wai Carrie
会议类型：
焦点会议
演讲语言：
粤语
会议日期：
2025 年 8 月 25 日（星期一）
开始时间：
15:00
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演讲语言:
粤语
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内容分类:
市场营销

If the digital content pushed to clients is determined by an algorithm, how can you ensure you aren’t missing out on these connections? Ng Ka Wai Carrie shares how to succeed in a world where potential clients may find another advisor if they don’t see you online.

如果推送给客户的数字内容由算法决定，您如何确保不会错失这些人脉？潜在客户若在网上看不到您，很可能转向其他顾问，Ng Ka Wai Carrie 将分享在这样一个世界中取得成功的秘诀。

Rickson Joel D'Souza

Dubai
,
,
United Arab Emirates
入会总年份：
21
内阁会员荣誉：
18
顶尖会员荣誉：
17

Rickson Joel D’Souza is a life insurance advisor with expertise in products and solutions for high-net-worth entrepreneurs. With six decades of family experience in the insurance services profession, he provides guidance on financial protection, transferring of wealth between generations and structuring large-value life insurance. He is also founder of the succession-planning firm Successio and has spoken at conferences around the world.

Rickson Joel D’Souza 是一名人寿保险顾问，其专长是为高净值企业家而设的产品和解决方案。凭借家族在保险服务行业的六十载经验，他擅长就财务保障、跨世代财富转移，以及设计大额人寿保单以获取额外资金等方面提供指导。他也是继承规划企业 Successio 的创始人，曾在世界各地多场峰会上发表演讲。

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Whole Person growth: How to 10x your health, wealth and happiness

全人成长：如何让健康、财富与幸福提升十倍

Rickson Joel D'Souza
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2025 年 8 月 25 日（星期一）
开始时间：
15:00
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演讲语言:
英语
No items found.
内容分类:
全人理念

From overcoming burnout and health issues to building wealth while prioritizing family and personal wellness, D’Souza’s story illustrates how multidimensional growth fuels long-term success. Discover his C.O.N.T.R.O.L. framework — clear goals, ownership, knowing your numbers, tactics, right-fit clients, obsession and life — and how to align your health, wealth and happiness to reach new heights and live fully.

从克服职业倦怠和健康问题，到优先考虑家庭和个人健康的同时积累财富，D’Souza 的故事展示了多维度成长如何推动长期成功。探索他的 C.O.N.T.R.O.L. 框架——明确目标、主人翁意识、了解数据、战术策略、适合的客户、专注和生活——以及如何协调健康、财富与幸福，达至新高度，活出充实人生。

Chie Yazawa

Chiba
,
,
Japan
入会总年份：
24
内阁会员荣誉：
1
顶尖会员荣誉：
0

Chie Yazawa has 25 years of experience in the financial services profession. She joined Prudential Life Insurance Co., Japan, in 2002 and specializes in advising career women on retirement, long-term care, wills, legacy planning and guardianship. She graduated from Sophia University and worked for a petroleum distributor for seven years before joining the business.

Chie Yazawa 在金融服务业拥有 25 年经验。她于 2002 年加入日本保诚人寿保险公司，专注于为职业女性提供退休规划、长期护理、遗嘱订立、传承规划和监护等方面的建议。她毕业于上智大学，在投身保险业前曾在一家石油分销商工作七年。

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Tips to help you feel the reality of retirement as your own issue

帮助您认识到退休是您切身问题的建议

Chie Yazawa
会议类型：
焦点会议
演讲语言：
日语
会议日期：
2025 年 8 月 25 日（星期一）
开始时间：
13:30
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演讲语言:
日语
No items found.
内容分类:
客户咨询

Many people say they are worried about their retirement, but only a few understand the reality. Yazawa explains how she helps clients start planning ahead by first recognizing how it feels to live without monthly income.

许多人表示担忧退休，但真正了解现实状况的人却寥寥无几。Yazawa 将说明她如何帮助客户提前规划，首先让他们体验没有月收入生活的真实感受。

Aaron Kane, B Bus, AFA

Wheelers Hill
,
VIC
,
Australia
入会总年份：
11
内阁会员荣誉：
9
顶尖会员荣誉：
7

Aaron Kane, B Bus, AFA, is a second-generation financial advisor and director of EK Financial Group, a family-owned firm founded by his father. With two decades of experience, Kane began working in the family business when he was 21. He has played a key role in transforming EK Financial Group into a highly efficient, profitable firm, combining cutting-edge strategies with the personal touch his family business is known for. An active MDRT member who is passionate about innovation and growth, Kane enjoys mentoring young advisors aspiring to qualify for MDRT.

Aaron Kane，B Bus、AFA 是第二代理财顾问兼 EK Financial Group 董事，该家族企业由其父亲创立。Kane 年仅 21 岁时便投身家族生意，如今已有廿载从业经验。他在推动 EK Financial Group 转型为更高效、盈利能力更高的企业一事上举足轻重，成功将顶尖策略和家族企业赖以闻名的人性化服务融为一体。Kane 是一名活跃的百万圆桌会员，对创新与成长满怀热忱，更非常享受指导矢志入围百万圆桌的年轻顾问。

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Mastering TikTok marketing, AI and automation to streamline client onboarding and drive growth

掌握 TikTok 营销、人工智能与自动化，简化客户获取流程，推动业务增长

Aaron Kane, B Bus, AFA
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2025 年 8 月 25 日（星期一）
开始时间：
13:30
This is some text inside of a div block.
演讲语言:
英语
No items found.
内容分类:
市场营销

Learn how to attract high-quality leads through TikTok, screen prospects effectively and automate client data collection, payments and document uploads before the first meeting. In addition to providing steps to enhance your client journey, Kane demonstrates how he uses AI-powered notetaking to drastically reduce compliance time, saving five to eight hours per week.

了解如何通过 TikTok 吸引高质量潜客，有效筛选准客户，并在首次会面前自动完成客户数据收集、付款和文件上传。除提供优化客户体验的流程外，Kane 还将展示如何利用人工智能记录大幅缩减合规时间，每周节省五至八小时。

Jun Zuo

Nanjing
,
,
China
入会总年份：
13
内阁会员荣誉：
4
顶尖会员荣誉：
0

Jun Zuo holds a bachelor’s degree and works at MetLife China, where he specializes in business management.

中美联泰大都会，从业15年，擅长经营管理，MDRT终身会员，本科学历。

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Thriving with AI

与AI共生

Jun Zuo
会议类型：
焦点会议
演讲语言：
普通话
会议日期：
2025 年 8 月 25 日（星期一）
开始时间：
13:30
This is some text inside of a div block.
演讲语言:
普通话
No items found.
内容分类:
经营管理

How has AI impacted the financial services profession, and how can you confidently navigate these changes? Zuo shares seven essential competencies that can help you embrace AI and enhance your marketing and client service.

了解AI对保险行业的冲击和影响，培养七大核心能力，从容应对市场营销和客户服务的变化。

Chen Gifford

Hong Kong
,
Hong Kong
,
China
入会总年份：
12
内阁会员荣誉：
0
顶尖会员荣誉：
0

Chen Gifford serves as senior district manager at AIA International Ltd. and is the founder of Libertas Consulting. With more than 16 years of financial planning expertise, he specializes in wealth inheritance strategies for high-net-worth families and shares his insights through published articles and books.

Chen Gifford 现任友邦保险国际有限公司高级区域经理，同时是 Libertas Consulting 的创始人。凭借超过 16 年的财务规划专业经验，他擅长高净值家庭的财富传承策略，并通过发表文章和著书分享其专业见解。

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The risks of wealth inheritance for high-net-worth clients and how to deal with them

高净值客户财富传承的风险及应对之策

Chen Gifford
会议类型：
焦点会议
演讲语言：
粤语
会议日期：
2025 年 8 月 25 日（星期一）
开始时间：
13:30
This is some text inside of a div block.
演讲语言:
粤语
No items found.
内容分类:
客户咨询

Wealth inheritance is a once-in-a-lifetime endeavor that allows no room for learning through trial and error, even for high-net-worth clients. Chen Gifford demonstrates how a three-step transfer approach can identify financial needs and position insurance as the optimal solution for wealth inheritance.

财富传承是一生一次的重要事业，即使对高净值客户而言，也没有试错的空间。Chen Gifford 将展示一套三步传承法，帮助识别财务需求，并将保险定位为财富传承的最佳解决方案。

Matthew Collier

,
,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

to come

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Future skills and agency transformation

Matthew Collier
会议类型：
全球服务
演讲语言：
英语
会议日期：
2025 年 8 月 26 日（星期二）
开始时间：
15:00
This is some text inside of a div block.
演讲语言:
英语
No items found.
内容分类:

Experts often talk about the future of work in terms of novelty, sophistication and fancy technology. Collier explains that preparing for the future, in fact, has more to do with getting better at the basics of being human and working together, and shares how to prepare for a future that is already here.

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