Gear up for challenges faced by the insurance sector


14:00 Tuesday 05 March

Complex accounting standards and emerging digital technologies have thrown the world of insurance into upheavals. While bearing data protection and infrastructure risks in mind, insurers also need to tackle the challenges brought by IFRS 17.

In this forthcoming seminar for the insurance sector, we invited the CEO of Management & Excellence, and one of our business partners to share their insights.  

Complex accounting standards and emerging digital technologies have thrown the world of insurance into upheavals. While bearing data protection and infrastructure risks in mind, insurers also need to tackle the challenges brought by IFRS 17.

Moore Stephens would like to invite you to the forthcoming seminar for the insurance sector and we have also invited the CEO of Management & Excellence, one of our business partners to speak in the seminar. In this seminar we will share our insights on:

  • Implementation of IFRS 17;
  • InsurTech – Cyber threats and quantifying cyber risks (VaCR); and
  • Un-priced infrastructure project risks.
If you would like to attend this seminar, please click here for registration. For queries, you may contact Ms. Manda Fung at +852 2738 7789 or
Details of the seminar
Date: 5 March 2019, Tuesday
Time: 2:00pm – 2:30pm (Registration)
  2:30pm – 5:30pm (Seminar session)
Venue: 27/F Club Lusitano
Ice House Street, Central, Hong Kong
Language: English
Fee: Complimentary
CPD unit: 3 hours
RSVP: click here
  (Confirmation will be sent one week prior to the seminar)

About Moore Stephens
With a century of experience in providing services to the insurance sector and with the largest insurance sector focused team outside of the Big 4, we are viewed as one of the leading advisors to the industry and can help you overcome these market challenges and opportunities. Our experienced team members work with clients from across the insurance spectrum, including brokers, reinsurance companies, underwriters and underwriting agencies, among others. We pride ourselves on the breadth and depth of our insurance expertise, providing specialist and tailored support to industry participants, including regulators, both locally and internationally.

About Management & Excellence (M&E)
M&E is a financial research and consulting firm founded in 2001 with the support of one of the World´s leading business schools, the Instituto de Empresa (IE) Business School, Madrid, it now has a presence in Madrid, New York, Sao Paulo, Zurich and Hong Kong. The M&E Group consists of Management & Excellence SA, Madrid and M&E Global Inc., New York. M&E calculates the financial risk / return of human capital, recommending how to reduce risk and raise the Return on Investment (ROI) of human capital. M&E has successfully applied its propriety risk/return methods, which include SMART ROI, VaCR and Value for Risk VfR for infrastructure projects to hundreds of corporate client cases worldwide.

About the speakers
Dr-William-Cox.jpg Dr. William Cox, CEO, M&E S.A. 
Dr. Cox is co-founder of M&E and M&E Global Inc. He pioneered numerous proprietary methods to calculate the risk and return of human and embedded risks & returns, such as SMART ROI™, which calculates the ROI of human processes ranging from client relations to training. Other methods include Value for Risk (VfR) and Cyber Risk. Cox published 6 books in 3 languages and has published hundreds of professional articles in newspapers and journals. He a frequent speaker at conferences worldwide on the risk/return of human capital and management processes. He received his PhD from the London School of Economics, a postgraduate Diploma in Finance from the University of Oxford, MA/BA degrees from Boston University and an executive certificate from the Harvard Kennedy School/HIID. He also spent scholarship years at Georgetown University and the University of Freiburg.
Patrick Rozario, Advisory Services Managing Director, Moore Stephens

Patrick Rozario is a Managing Director of Moore Stephens and heads up the firm's Advisory Services to help our clients manage their risks and enhance their business operations.

Prior to joining Moore Stephens, Patrick worked in other international accounting firms and was a member of the insurance team, he participated in the Hong Kong IPO of 2 of the largest Chinese insurance companies. He also participated in a due diligence assignment for one of the world largest asset manager on an insurer in China. Patrick has also provided internal audit outsource services including IT audit to a number of international insurers in Hong Kong and China. Patrick also led a team in assisting a UK Life insurer to develop its standard operating procedures in Hong Kong.

In his commercial experiences, Patrick has worked as project manager of a number of large scale business process re-engineering and information systems implementation projects in the Asia-Pacific Region and in North America.

Patrick is a graduate of Queen's University in Canada, a Fellow of Certified Practising Accountants of Australia (CPA (Australia)) and a Certified Information System Auditor (CISA) and a member of the Institute of Internal Auditors (IIA).