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所列的傳譯語言場次分配俱為暫定。  2023 年全球會議的官方語言是英文。百萬圓桌將為主場會議演講和特定焦點會議提供同聲傳譯服務（當至少 50 名註冊會員要求用同一種語言進行傳譯時）。有關傳譯場次選項的最終決定將於 7 月 11 日後公佈。

Paritosh Pathak

Gurgaon
,
Haryana
,
India
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Paritosh Pathak 是知名策略人脈交流教練，因致力協助個人、企業和組織掌握建立大影響力人脈網絡的藝術而廣受認可。Pathak 深信人脈網絡的質素能左右生活質素，因而致力於協助客戶，將人脈連繫轉變為推動成功的強大因素。Pathak 深受 Max Life Insurance Company 等組織的信任，負責培訓他們的頂尖顧問，並曾在多個國際舞台上演講，其中包括聲名顯赫的 G20 分會；會上，他分享了有關構築關係和策略連繫的真知灼見。

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.

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下一個軌道

The next orbit

Paritosh Pathak
會議類型：
焦點會議
演講語言：
英文
會議日期：
2025 年 8 月 25 日（星期一）
開始時間：
4:30 pm
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Pathak
演講語言：
英文
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所有顧問都想建立高價值人脈連繫，從而推動業務成長。Pathak 將分享如何善用人脈地圖和關係管理日曆，以建立信任並維護長期關係，使事業成就更上一層樓。

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.

Chan Ching Laam Natalie

Quarry Bay
,
Hong Kong
,
China
入會總年份：
9
內閣會員榮譽：
2
頂尖會員榮譽：
2

Chan Ching Laam Natalie 是一名財富管理主管，擁有八年金融服務從業經驗。她曾在 2017 年榮獲中國香港「傑出財務策劃師銀獎」，並多次勇奪香港品質保證局「優質顧問大獎」，以及國際龍獎的金銀銅獎殊榮。2018 年至 2021 年期間，她亦曾出任中國香港和澳門地區的百萬圓桌會員交流委員會主席。

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.

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小組討論：保險的繼承與創新

Panel discussion: Inheritance and innovation in insurance

Chan Ching Laam Natalie
會議類型：
焦點會議
演講語言：
普通話
會議日期：
2025 年 8 月 25 日（星期一）
開始時間：
3:00 pm
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Chan Ching Laam Natalie
演講語言：
普通話
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想知資深和新晉的保險專業人士，分別如何提升客戶服務標準？三名百萬圓桌會員將提供策略，助您將傳統價值觀與頂尖科技圓融相容，並會分享培養高淨值客戶關係的精密對策。

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.

Ng Ka Wai Carrie

Quarry Bay
,
Hong Kong
,
China
入會總年份：
6
內閣會員榮譽：
0
頂尖會員榮譽：
0

代理人員團隊經理兼財富主管，從業 15 年，專注資產增長、財富管理及全方位理財規劃

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.

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如何讓人看見——社交媒體逐步經營指南

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

Ng Ka Wai Carrie
會議類型：
焦點會議
演講語言：
廣東話
會議日期：
2025 年 8 月 25 日（星期一）
開始時間：
4:30 pm
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Ng Ka Wai Carrie
演講語言：
廣東話
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演算法將內容推送給客戶，這意味著如果人們看不見您，便可能會另覓他選。

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.

Rickson Joel D'Souza

Dubai
,
,
United Arab Emirates
入會總年份：
21
內閣會員榮譽：
18
頂尖會員榮譽：
17

Rickson Joel D’Souza 是一名人壽保險顧問，其專長是為高淨值企業家而設的產品和解決方案。憑藉家族在保險服務行業的六十載經驗，他擅長就財務保障、跨世代財富轉移，以及設計大額人壽保單以獲取額外資金等方面提供指導。他也是繼承規劃企業 Successio 的創辦人，曾在世界各地多場峰會上發表演講。

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.

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全人成長：如何將健康、財富及快樂提高 10 倍

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

Rickson Joel D'Souza
會議類型：
焦點會議
演講語言：
英文
會議日期：
2025 年 8 月 25 日（星期一）
開始時間：
3:00 pm
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D'Souza
演講語言：
英文
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從克服心態倦怠和健康問題，到在優先看待家庭與個人幸福的同時建立財富，D’Souza 的故事充分展現出多維度成長如何為長遠成功添柴加油。齊來認識他的「C.O.N.T.R.O.L.」框架——目標明確 (Clear goals)、敢於擔當 (Ownership)、瞭解與自己相關的數字 (Know your numbers)、戰術 (Tactics)、合適的客戶 (Right-fit clients)、執著 (Obsession) 和人生 (Life)——以及如何調和健康、財富與快樂，從而踏上新高度、活出圓滿人生。

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.

Chie Yazawa

Chiba
,
,
Japan
入會總年份：
24
內閣會員榮譽：
1
頂尖會員榮譽：
0

Chie Yazawa 在金融服務業擁有 25 年經驗。她於 2002 年加入 Prudential Life Insurance Co., Japan，擅長就退休、長期護理保險、遺囑、遺產規劃和監護事宜，為事業型女性提供建議。她畢業於日本上智大學，入行前曾當了七年的石油分銷員。

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.

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助您切身感受退休現實的貼士

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

Chie Yazawa
會議類型：
焦點會議
演講語言：
日文
會議日期：
2025 年 8 月 25 日（星期一）
開始時間：
1:30 pm
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Yazawa
演講語言：
日文
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許多人都表示憂慮退休事宜，但只有少數人真正明白現實。Yazawa 將闡釋如何協助客戶提前規劃，首先她會讓客戶體會沒有每月收入時的生活滋味。

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.

Aaron Kane, B Bus, AFA

Wheelers Hill
,
VIC
,
Australia
入會總年份：
11
內閣會員榮譽：
9
頂尖會員榮譽：
7

Aaron Kane，B Bus、AFA 是第二代理財顧問兼 EK Financial Group 董事，該家族企業由其父親創立。Kane 年僅 21 歲時便投身家族生意，如今已有廿載從業經驗。他在推動 EK Financial Group 轉型為更高效、盈利能力更高的企業一事上舉足輕重，成功將頂尖策略和家族企業賴以聞名的人性化服務融為一體。Kane 是一名活躍的百萬圓桌會員，對創新與成長滿懷熱忱，更非常享受指導矢志入圍百萬圓桌的年輕顧問。

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.

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精通 TikTok 市場推廣、AI 和自動化，從而簡化新客引導並推動成長

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

Aaron Kane, B Bus, AFA
會議類型：
焦點會議
演講語言：
英文
會議日期：
2025 年 8 月 25 日（星期一）
開始時間：
1:30 pm
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Kane
演講語言：
英文
No items found.

學習如何透過 TikTok 吸引優質銷售線索、有效地篩選準客戶，以及在初次會面前將客戶數據收集、付款和文件上載流程統統自動化。除了提供加強客戶旅程的步驟之外，Kane 亦將示範如何使用 AI 支援的抄筆記工具，大幅減少用於滿足合規要求的時間，每星期節省達五至八小時。

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.

Jun Zuo

Nanjing
,
,
China
入會總年份：
13
內閣會員榮譽：
4
頂尖會員榮譽：
0

Jun Zuo 持有學士學歷，目前任職於 MetLife China，擅長處理商業管理。

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

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藉著 AI 蓬勃發展

Thriving with AI

Jun Zuo
會議類型：
焦點會議
演講語言：
普通話
會議日期：
2025 年 8 月 25 日（星期一）
開始時間：
1:30 pm
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Zuo
演講語言：
普通話
No items found.

AI 如何影響金融服務業？您又如何自信應對這些挑戰？Zuo 將分享七大必備能力，助您把握 AI 機遇，好好加強市場推廣與客戶服務。

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.

Chen Gifford

Hong Kong
,
Hong Kong
,
China
入會總年份：
12
內閣會員榮譽：
0
頂尖會員榮譽：
0

Gifford 是友邦保險（國際）有限公司資深分區經理兼 Libertas Consulting 創辦人，擁有逾 16 年理財規劃經驗，專注為高淨值家庭規劃財富傳承，並常於報章撰文及出書分享心得。

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.

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高淨值家庭的財富傳承風險與應對之道

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

Chen Gifford
會議類型：
焦點會議
演講語言：
廣東話
會議日期：
2025 年 8 月 25 日（星期一）
開始時間：
1:30 pm
This is some text inside of a div block.
Chen Gifford
演講語言：
廣東話
No items found.

財富傳承是一生人一次的經歷，既無法從經驗中學習，亦不值得付出時間與金錢來試錯，高淨值客戶亦不例外。透過享贈傳三步曲，Gifford 將分享如何善用財富傳承切入、創造理財需求，並促使客戶以保險作為資產傳承配置的首選。

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.

Matthew Collier

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Matt Collier is a Singapore-based insuretech founder, usingAI and design thinking to help financial advisors build careers they can beproud of.  He has almost 20 years ofinternational, cross-sector experience, having worked at Prudential plc, LUMAInstitute, The White House, and the U.S. Office of Personnel Management.   He is a Stanford MBA, aerospace engineer,and design thinking instructor and facilitator, and is currently a SeniorIndustry Fellow at RMIT University’s Centre for Future Skills and WorkforceTransformation.

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Future skills and agency transformation

Matthew Collier
會議類型：
全球服務
演講語言：
英文
會議日期：
2025 年 8 月 26 日（星期二）
開始時間：
3:00 pm
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Collier
演講語言：
英文
No items found.

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.

Andrew Ang, ChFC, CIAM

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Andrew Ang, ChFC, CIAM, is a seasoned financial services professional and agency leader with Prudential Assurance Company. He specializes in wealth management, financial planning, estate planning and team leadership. He has received awards for his work and holds an advanced diploma in wealth management.

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MDRT Center Speaks: Agency building from Gen Z to an MDRT culture

Andrew Ang, ChFC, CIAM
會議類型：
全球服務
演講語言：
英文
會議日期：
2025 年 8 月 26 日（星期二）
開始時間：
1:30 pm
This is some text inside of a div block.
Ang
演講語言：
英文
No items found.

Attract Gen Z advisors, build an MDRT culture of learning and master your time management with the strategies shared in this rapid-fire session. Four MDRT Center members, with decades of combined leadership experience, share easy-to-implement strategies for agency and home office leaders.

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