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.

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.

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.

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.

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.

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.

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.

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

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.

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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