“Conquering Greater Heights”

PIFAAP Annual Convention, 2 March 2010

8am – 5pm, Sofitel Philippine Plaza Hotel, CCP Complex, Roxas Blvd., Pasay City

Line-Up of Speakers

Renato A. Vergel de Dios

“Conquering Greater Heights”
As keynote speaker, Ato will discuss the life insurance agent’s role in a complex,
more sophisticated, highly discerning and better-informed market. He will also provide
insights on what it takes to stay, grow and prosper in the business of life-insurance
selling.
Ato is a career life insurance executive with over 35 years experience in varying
roles as actuarial trainee, a sales & marketing executive , and ultimately chief executive.
His life insurance career started in Philamlife in 1974 where he eventually headed overall
sales and marketing operations for fourteen (14) years. He moved to Manulife in 1995
and served as its President and CEO until 2006. Ato served as Philippine Project Leader
for the Manulife demutualization project culminating in the company’s listing in the
Philippine Stock Exchanged, the first foreign company to do so. During his tenure,
Manulife undertook a series of acquisitions that propelled Manulife’s growth and
profitability. He has recently “un-retired” and in October 2009, assumed the post of
President and CEO of Generali Pilipinas Life Assurance Company.

Efren Ll. Cruz, RFP

“Helping Clients Plan for Retirement”
Best-selling author of “The Complete Pinoy Guide to Personal Finance” and “The
Complete Pinoy Guide to Estate and Retirement Planning,” Efren is a Registered Financial
Planner who has been involved in various aspects of fund management for the past 25
years. Formerly SVP of Grepalife Asset Management Corp. and GM for wealth
management of Standard Chartered Bank, Efren will conduct a workshop on how to
design a financial road mad while keeping close tabs on our progress, identifying
milestones along the way, and creating a safety net to ensure that we help our clients
(and ourselves) retire with dignity and enjoy the journey to financial freedom.

Omar T. Cruz
“Forging Ahead: Taking Advantage of Lessons Learned”
As world economies recover from the global financial crisis, Omar will discuss the
lessons we all should have learned from the one of the worst, if not the worst, economic
and financial downturn in recent history.
Mr. Cruz has over 30 years of extensive experience in the fields of business,
finance and economics after holding senior posts at World Association of Debt
Management in Geneva as (President and Chairman); Citibank N.A. as (Vice President in
Treasury, Risk Management, Corporate and Investment Banking); Citicorp Securities
International, Inc. as (President); ABN AMRO Bank as (Director); Philippine Stock
Exchange as (Governor for 2 terms); then handpicked in 2005 to become National
Treasurer of the Philippines. After almost 3 years as National Treasurer, Mr. Cruz
brought order to the country’s fiscal house, resulting in record-low pricing for Philippine
Sovereign debt, healthy investor appetite for Philippine bond offerings and a newfound
discipline towards the country’s debt management strategy. He is currently Executive
Vice-President and Chief Investment Officer of The Philippine American Life & General
Insurance Company.
 Jose Mario Hilario
“Making Technology Work for You”

Jomar is a self-made e-entrepreneur and internet marketing guru. Jomar was

formerly connected with Sbcards, Inc. where he launched the Security Bank Mastercard
then moved to Accenture, IT Project Management, Analysis and Design. He is now an e-
entrepreneur that does online promotion of events and products and actively conducts
hands-on workshops on internet marketing.

Romi Garduce
“Higher than High: Conquering Personal Peaks”

Romi Garduce is an Everest summiteer. Today, he is the only Filipino who has
climbed two (2) 8,000 meter peaks – Cho Oyu and Everest. He has – so far – summited
6 of the 7 summits. He is a seasoned adventurer and an old-time mountaineer who has
hiked and climbed mountains in more than 10 countries, in 6 continents. While he
actively promotes extreme sports, he is also an environmentalist, raising awareness on
wildlife and habitat conservation.

Felicidad Valbuena Velandria, RND

“Achieving Wellness Through Healthy Lifestyle”

At no other time has wellness and healthy lifestyle become serious concerns. Ms.
Velandria completed a total of 43 years in government service, largely with the Food and
Nutrition Research Institute under the Dept. of Science and Technology, as Supervising
Science Research Specialist. She is currently active with the Healthy Lifestyle Advocacy
of the Philippine Heart Association and chairs Health Promoting Eating Establishments of
the National Coalition for the Prevention and Control of Non-Communicable Diseases of
DOH. She is the Vice-President of the Nutritionist Dietitians Association of the Philippines
(NDAP).

Alessandro Forte
“Total Success, Master Class”

Sandro is an 11-year MDRT member from Weston-super-Mare, England with 11

Top of the Table qualifications. He is currently Divisional Vice-President of MDRT’s
Practice Management Division. He is the author of the international best-selling book
“Dare to be Different” which is now published in 5 languages.
Sando is a universally acclaimed speaker, trainer and success coach, and has
regularly appeared on television and radio. He has captivated hundreds of thousands of
people in over 50 countries with his simple but effective ideas; his unique but
transferable skills; and, a passion and desire to succeed which never fails to motivate.