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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。

Rumman Amanda

Jakarta
,
,
Indonesia
入会总年份：
4
内阁会员荣誉：
0
顶尖会员荣誉：
0

Rumman Amanda is a seasoned professional at Allianz Life Indonesia, with five years of experience working in the insurance industry. Transitioning from a successful background in luxury hospitality, Amanda brings a unique perspective on client service and relationship management. As a law graduate, she combines legal insight with industry expertise to deliver tailored solutions, prioritizing client needs and satisfaction.

Rumman Amanda 是印度尼西亚安联人寿的资深专业人士，拥有五年保险行业工作经验。凭借豪华酒店业的成功背景，Amanda 在客户服务和关系管理方面带来了独特视角。作为法学毕业生，她将法律洞察力与行业专业知识相结合，提供量身定制的解决方案，将客户需求和满意度置于首位。

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How to elevate client relationships in financial services using luxury hospitality strategies

借鉴豪华酒店策略提升金融服务客户关系

Rumman Amanda
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：
16:30
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演讲语言:
英语
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Do you know how to deliver personalized, memorable experiences that create lasting client loyalty? Amanda shares practical tools and examples that you can implement immediately to enhance client connections.

您知道如何提供个性化、难忘的体验，从而赢得客户的长期忠诚吗？Amanda 将分享一系列实用工具和案例，帮助您提升客户关系。

Radhakrishna K. Shetty, LL.B, MBA

Mumbai
,
,
India
入会总年份：
28
内阁会员荣誉：
24
顶尖会员荣誉：
21

Radhakrishna K. Shetty, LL.B, MBA, is the chairman and managing director of Issar Financial Services Pvt. Ltd. With 33 years of experience in the insurance and financial services profession, Shetty has been recognized with many awards for his achievements, such as the Golden Indian Achievers Award and the Maharashtra Chhatrapati Shivaji Maharaja Award, among others. He was also featured in a local newspaper article as a “leader of change.”

Radhakrishna K. Shetty，法学学士、工商管理硕士，现任 Issar 金融服务私人有限公司董事长兼总经理。Shetty 在保险和金融服务行业拥有 33 年经验，因其卓越成就获得众多奖项，如印度金牌成就者奖和马哈拉施特拉邦奇特拉帕蒂·希瓦吉大帝奖 (Maharashtra Chhatrapati Shivaji Maharaja Award) 等。当地媒体更曾在专题报道中将其誉为“变革领袖”。

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Future trends of the insurance industry

保险行业的未来趋势

Radhakrishna K. Shetty, LL.B, MBA
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：
16:30
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演讲语言:
英语
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Want a glimpse into the future of the financial services profession? Shetty breaks down six elements: insurance penetration; changes in products; changes in distribution methods for insurance products; digital as the primary driver of growth; understanding the risks of AI; and uncertainties on the continuity of clients' business.

想要一窥金融服务行业的未来面貌吗？Shetty 将其解析为六大要素：保险渗透率、产品变革、保险产品分销方式的演变、数字化作为增长的主要驱动力、了解人工智能风险，以及客户业务连续性的不确定因素。

Clarice Guillermin

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

Clarice Guillermin is senior manager of wealth management and the winner of the Outstanding Advisor Award and International Quality Excellence Award.

Clarice Guillermin 是财富管理高级经理，曾荣获杰出顾问奖和国际质量卓越奖。

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Warm tech sales strategy

温情科技销售策略

Clarice Guillermin
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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In this age of technological advancement, face-to-face interactions are diminishing as processes become increasingly digital. Guillermin explains why the key to standing out and building client trust lies in blending digital tools with personalized, human-centric sales approaches.

在这个技术飞速发展的时代，随着流程日益数字化，面对面互动正在逐渐减少。Guillermin 将说明为何脱颖而出并建立客户信任的关键在于将数字工具与个性化、以人为本的销售方法相结合。

David Braithwaite, DipPFS

Sevenoaks
,
Kent
,
United Kingdom
入会总年份：
17
内阁会员荣誉：
15
顶尖会员荣誉：
12

David Braithwaite, Dip PFS, began his financial services career in 1994 and has witnessed firsthand immense transformations over the years within this ever-changing profession. Passionate about sharing and speaking honestly about his experiences, Braithwaite presents his own weekly finance show on BBC radio, has appeared on TV worldwide and has spoken at many conferences around the globe. He has also contributed to numerous podcasts and is an associate coach for Strategic Coach, a recognized worldwide leader in entrepreneurial coaching.

David Braithwaite，Dip PFS 的金融服务职业生涯始于 1994 年，他亲自见证了这个不断变化的行业多年来的巨大变革。Braithwaite 热衷于分享和诚实地谈论自己的经验，他在 BBC 电台上主持自己的一档每周金融节目，曾在全球的电视上亮相，并在全球许多会议上发表演讲。他还为许多播客做出了贡献，并且是 Strategic Coach 的助理教练；Strategic Coach 是全球备受认可的创业指导领域的领导者。

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Marketing and branding to attract right-fit clients

营销与品牌塑造，吸引最适合的客户

David Braithwaite, DipPFS
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
This is some text inside of a div block.
演讲语言:
英语
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Advisors have two roles, Braithwaite says: the advisor when we're with clients and also as our own brand ambassadors. What does your target market see and how do they feel about you when you aren’t there? Discover actionable strategies for emotional branding, differentiated marketing, and comprehensive social media to help you expand your reach and client engagement while growing and having fun with it along the way.

Braithwaite 认为，顾问扮演着双重角色：一是与客户相处时的顾问身份，二是自身品牌的代言人。当您不在场时，目标市场看到了什么？他们对您有何印象？探索情感品牌建设、差异化营销和全方位社交媒体的实用策略，帮助您扩大影响力和客户参与度，同时在成长过程中享受其中的乐趣。

Hong Chun Po Bo Bo

Quarry Bay
,
Hong Kong
,
China
入会总年份：
20
内阁会员荣誉：
5
顶尖会员荣誉：
1

Hong Chun Po Bo Bo is a sales manager and team lead at FWD Life Insurance Co. Ltd., specializing in all protection-oriented insurance products. She has 21 years of experience in the financial services profession, working exclusively for the same company.

Hong Chun Po Bo Bo，香港富卫人寿保险有限公司营业经理，目前带领一个团队。从2003年入行至今已在保险业发展了21年，一直都在同一间公司为客户提供服务，擅长所有保障型产品。

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Panel discussion: Inheritance and innovation in insurance

保险的传承与创新

Hong Chun Po Bo Bo
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
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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。

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
This is some text inside of a div block.
演讲语言:
普通话
No items found.

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：
16:30
This is some text inside of a div block.
演讲语言:
英语
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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.

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：
16:30
This is some text inside of a div block.
演讲语言:
粤语
No items found.

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
This is some text inside of a div block.
演讲语言:
英语
No items found.

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。

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