Sally Yim (严溢敏) Managing Director, Financial Institutions Moody’s Investors Service (穆迪投资者服务公司金融机构部 -董事总经理)

Sally Yim is a Managing Director in the Financial Institutions Group. Based in Hong Kong SAR, China, Sally is the Head of APAC Financial Institutions, responsible for Moody’s analytical teams covering ratings and research on APAC banks, insurance companies, and non-bank financial institutions such as securities and leasing companies. She is also a co-head of Moody’s Global Banking and Global Insurance & Asset Management rating franchises. In addition, Sally leads the Global Financial Institutions Group’s Environment, Social & Governance (ESG) efforts.

Sally joined Moody’s in February 2005 as an Associate Analyst in New York, covering property & casualty insurers. She transferred to Hong Kong in 2006 and completed a short stint in the Corporate Finance Group, supporting analysts in the
oil & gas, petrochemical and steel sectors. Sally rejoined the Financial Institutions Group as an Analyst in January 2007. Since then, Sally has covered various Asian financial institutions, including insurance companies, banks and securities firms and subsequently, became a manager overseeing various teams covering the ratings and research of Greater China and Korean financial institutions.

Prior to joining Moody’s, Sally worked as a Senior Auditor at Ernst & Young LLP in New York, specializing in private and public insurers. She also worked at Ernst & Young’s National Professional Practice, where she focused on technical accounting research, while assisting in accounting consultations.

Sally holds a Bachelor of Business Administration and Master of Accounting from the University of Michigan. She is a CFA charterholder and also a Certified Public Accountant.

严溢敏现任金融机构部董事总经理，驻香港工作，是亚太金融机构部主管，负责管理穆迪分析团队关于亚太地区银行、保险公司以及券商和租赁公司等非银行金融机构的评级和研究。她还是穆迪全球银行业及全球保险和资产管理业评级业务的联席负责人。此外，她还负责全球金融机构部的环境、社会和治理 (ESG) 相关工作。

严溢敏于2005 年2 月加入穆迪纽约，任助理分析师，负责财产及意外保险公司的评级工作。2006 年她从穆迪纽约办事处调任香港，在香港企业融资部工作了一段时间，负责支持石油及天然气业、石化业和钢铁业的分析师。2007 年1 月，她重返金融机构部，担任分析师，负责保险公司、银行和券商等多家亚洲金融机构的评级工作。此后她承担涵盖大中华
区和韩国金融机构评级和研究的多个团队的管理职责。

加入穆迪之前，严溢敏曾在纽约的安永会计师事务所任高级审计师，专门负责私营及上市保险公司的审计工作。她也曾任职于安永的国家专业服务部门 (National Professional Practice) ，负责技术会计研究，同时为会计咨询工作提供协助。

严溢敏持有美国密歇根大学的工商管理学士学位和会计学硕士学位，并且是特许金融分析师 (CFA) 及注册会计师 (CPA) 。

Ericson Chan Group Chief Information and Digital Officer Zurich

Skills and experience

Ericson Chan has an extensive background in technology leadership prior to joining Zurich as Group Chief Information and Digital Officer and as member of the Executive Committee in October 2020. From 2016 to 2020 he was CEO of Ping An Technology where he helped to transform Ping An Group’s business model and online ecosystems through digital services including a range of Fintech products and online platforms. Between 1998 and 2016, he held several technology and operations leadership roles at Standard Chartered Bank in Hong Kong, Shanghai and Singapore, including Chief Information Officer for North Asia, Head of Corporate & Investment Banking Operations in China and Global Head of Consumer Banking Technology. He also has 6 years of HealthTech experience in the U.S.

External appointments

Mr. Chan is a member of the Hong Kong Monetary Authority Financial Infrastructure Advisory Committee and a member of the Board of the Centre for Finance, Technology and Entrepreneurship in London. He is the Chairman of the board of Jane Goodall Institute in Hong Kong and is an Advisory Board member at the University of Wisconsin School of Business.

Educational background

Mr. Chan graduated from the University of Wisconsin-Madison with a bachelor of science degree in computer science and has an MBA from Edgewood College in Madison, Wisconsin.

Antonello Aquino Associate Managing Director, Financial Institutions Group Moody's Ratings

Antonello Aquino is Associate Managing Director for EMEA Insurance and for Africa Banking. He is responsible for Moody’s analytic team maintaining Moody’s ratings on EMEA insurers and African banks. Antonello joined Moody’s in 2008 as a senior insurance analyst covering some of the major European (re)insurers. 

Prior to Moody’s, Antonello was responsible for the FIG rating advisory practise at Credit Suisse in Europe. Prior to joining Credit Suisse, Antonello was a senior analyst at S&P insurance and worked in the FIG M&A team of DrKW and ABN AMRO. 

Antonello holds an MBA from HEC and is alumnus of London Business School. He graduated in business administration cum laude from Bocconi University in Italy. Antonello is fluent in English, Italian and French.

Antonello Aquino Associate Managing Director, Financial Institutions Group Moody's Ratings

Antonello Aquino is Associate Managing Director for EMEA Insurance and for Africa Banking. He is responsible for Moody’s analytic team maintaining Moody’s ratings on EMEA insurers and African banks. Antonello joined Moody’s in 2008 as a senior insurance analyst covering some of the major European (re)insurers. 

Prior to Moody’s, Antonello was responsible for the FIG rating advisory practise at Credit Suisse in Europe. Prior to joining Credit Suisse, Antonello was a senior analyst at S&P insurance and worked in the FIG M&A team of DrKW and ABN AMRO. 

Antonello holds an MBA from HEC and is alumnus of London Business School. He graduated in business administration cum laude from Bocconi University in Italy. Antonello is fluent in English, Italian and French.

Ericson Chan Group Chief Information and Digital Officer Zurich

Skills and experience

Ericson Chan has an extensive background in technology leadership prior to joining Zurich as Group Chief Information and Digital Officer and as member of the Executive Committee in October 2020. From 2016 to 2020 he was CEO of Ping An Technology where he helped to transform Ping An Group’s business model and online ecosystems through digital services including a range of Fintech products and online platforms. Between 1998 and 2016, he held several technology and operations leadership roles at Standard Chartered Bank in Hong Kong, Shanghai and Singapore, including Chief Information Officer for North Asia, Head of Corporate & Investment Banking Operations in China and Global Head of Consumer Banking Technology. He also has 6 years of HealthTech experience in the U.S.

External appointments

Mr. Chan is a member of the Hong Kong Monetary Authority Financial Infrastructure Advisory Committee and a member of the Board of the Centre for Finance, Technology and Entrepreneurship in London. He is the Chairman of the board of Jane Goodall Institute in Hong Kong and is an Advisory Board member at the University of Wisconsin School of Business.

Educational background

Mr. Chan graduated from the University of Wisconsin-Madison with a bachelor of science degree in computer science and has an MBA from Edgewood College in Madison, Wisconsin.

Sally Yim (严溢敏) Managing Director, Financial Institutions Moody’s Investors Service (穆迪投资者服务公司金融机构部 -董事总经理)

Sally Yim is a Managing Director in the Financial Institutions Group. Based in Hong Kong SAR, China, Sally is the Head of APAC Financial Institutions, responsible for Moody’s analytical teams covering ratings and research on APAC banks, insurance companies, and non-bank financial institutions such as securities and leasing companies. She is also a co-head of Moody’s Global Banking and Global Insurance & Asset Management rating franchises. In addition, Sally leads the Global Financial Institutions Group’s Environment, Social & Governance (ESG) efforts.

Sally joined Moody’s in February 2005 as an Associate Analyst in New York, covering property & casualty insurers. She transferred to Hong Kong in 2006 and completed a short stint in the Corporate Finance Group, supporting analysts in the
oil & gas, petrochemical and steel sectors. Sally rejoined the Financial Institutions Group as an Analyst in January 2007. Since then, Sally has covered various Asian financial institutions, including insurance companies, banks and securities firms and subsequently, became a manager overseeing various teams covering the ratings and research of Greater China and Korean financial institutions.

Prior to joining Moody’s, Sally worked as a Senior Auditor at Ernst & Young LLP in New York, specializing in private and public insurers. She also worked at Ernst & Young’s National Professional Practice, where she focused on technical accounting research, while assisting in accounting consultations.

Sally holds a Bachelor of Business Administration and Master of Accounting from the University of Michigan. She is a CFA charterholder and also a Certified Public Accountant.

严溢敏现任金融机构部董事总经理，驻香港工作，是亚太金融机构部主管，负责管理穆迪分析团队关于亚太地区银行、保险公司以及券商和租赁公司等非银行金融机构的评级和研究。她还是穆迪全球银行业及全球保险和资产管理业评级业务的联席负责人。此外，她还负责全球金融机构部的环境、社会和治理 (ESG) 相关工作。

严溢敏于2005 年2 月加入穆迪纽约，任助理分析师，负责财产及意外保险公司的评级工作。2006 年她从穆迪纽约办事处调任香港，在香港企业融资部工作了一段时间，负责支持石油及天然气业、石化业和钢铁业的分析师。2007 年1 月，她重返金融机构部，担任分析师，负责保险公司、银行和券商等多家亚洲金融机构的评级工作。此后她承担涵盖大中华
区和韩国金融机构评级和研究的多个团队的管理职责。

加入穆迪之前，严溢敏曾在纽约的安永会计师事务所任高级审计师，专门负责私营及上市保险公司的审计工作。她也曾任职于安永的国家专业服务部门 (National Professional Practice) ，负责技术会计研究，同时为会计咨询工作提供协助。

严溢敏持有美国密歇根大学的工商管理学士学位和会计学硕士学位，并且是特许金融分析师 (CFA) 及注册会计师 (CPA) 。