STRONGER STAKEHOLDER RELATIONSHIPS
Our Vision
Our aim is to be the leading provider of integrated corporate resilience, ERM and governance technology, empowering businesses with unparalleled transparency, improved operational efficiency, and data-driven strategic insights through our advanced software.
Our Mission
We are committed to delivering a comprehensive, technology-driven and user-friendly solution that seamlessly leverages real time data access, driving best practice governance, meaningful results and enhancing decision making.
OUR APPROACH
Collaboration
Governance Expertise
Governance Expertise
Our collaborative approach ensures that the final product aligns perfectly with our customer’s vision and business objectives.
Governance Expertise
Governance Expertise
Governance Expertise
Extensive experience in implementing governance solutions improving transparency, accountability, and compliance.
Risk Management
Governance Expertise
Risk Management
Strategies designed to identify, assess, and mitigate potential risks through easy to follow, deploy and use risk assessment diagnostics and solutions.
Leading Practices
Innovative Solutions
Risk Management
In-depth understanding of financial services provides first class knowledge and insights into leading global practices in addressing business challenges effectively.
Innovative Solutions
Innovative Solutions
Innovative Solutions
Latest technologies and development practices creating innovative solutions that enhance efficiency, security, and scalability.
Tailored Support
Innovative Solutions
Innovative Solutions
Comprehensive customer support services leveraging our experience to ensure successful high-quality solution implementation.
OUR TEAM
Peter Cashin, Chairman
Peter Haslebacher, Chief Commercial Officer
YongKi Lee, Managing Director
An accomplished international risk, compliance, administration and legal professional. Peter’s geographic experience encompasses Australia, Asia, the Middle East, the United Kingdom, Europe, Bermuda and Latin America. With over 30 years’ experience in the financial services industry, as a Chief Administration Officer of an international private medical organization and Regional/General Counsel of leading financial institutions: AIG, AIA, and Metlife.
YongKi Lee, Managing Director
Peter Haslebacher, Chief Commercial Officer
YongKi Lee, Managing Director
With over 30 years of experience in life insurance and consulting, especially IFRS17 implementation for Korea/Hong Kong/Thailand as actuarial project manager, strategy and product innovation, profit center and actuarial analyst across Asia. Yongki has held the roles of Managing Director at RNA Analytics Asia, Regional Actuarial Manager at AIA/AIG A&HWW, Regional Director Product Head at MetLife in Asia and a Senior Actuarial Specialist at PWC.
Peter Haslebacher, Chief Commercial Officer
Peter Haslebacher, Chief Commercial Officer
Peter Haslebacher, Chief Commercial Officer
With over 30 years of extensive international business experience focusing on market and business development, turnaround and change management processes. Over 15 years leading information technology solution organizations, providing mission critical global business solutions to the insurance and financial industry. And over 15 years of international experience in building the business practice for leading insurance IT solutions in APAC.
Mark Seifried, Chief Technology Advisor
Norman Yao, Chief Client Solutions Officer - ERM
Peter Haslebacher, Chief Commercial Officer
An accomplished financial services technology, operations, and shared services executive with substantial background as a technology industry executive in business development/account general management. Over 20 years’ experience driving change, developing business, building and running IT applications, infrastructure, and shared service entities in Asia. Mark has lived and worked in Korea, Thailand, Singapore, Hong Kong, and Japan.
Norman Yao, Chief Client Solutions Officer - ERM
Norman Yao, Chief Client Solutions Officer - ERM
Norman Yao, Chief Client Solutions Officer - ERM
A seasoned insurance professional with over 30 years in Financial & Actuarial fields as Ex-Chief Actuary, Chief Risk Officer and CFO. He is a Fellow of the Society of Actuaries (FSA), a Fellow of the Actuarial Society of Hong Kong (FASHK) and a Fellow of the Life Management Institute (FLMI). Norman has held the roles of project lead for AIA in Vietnam and India, AIG Korea CFO and AXA Hong Kong Chief Risk Officer/Chief & Appointed Actuary.
Tom Helm, Chief Data Science Officer
Norman Yao, Chief Client Solutions Officer - ERM
Norman Yao, Chief Client Solutions Officer - ERM
A seasoned actuarial and data modelling professional with over 25 years of experience in Asia Pacific and the UK in corporate actuarial, financial reporting and computer science including AI. Tom was a member of the Deloitte Actuarial Modelling Centre, an actuarial modelling team leader with Legal & General managing a team of 15 and at AIA a member of the corporate reporting team supporting financial reporting and modelling.
Philip Fu, Chief Program Officer
Philip Fu, Chief Program Officer
Philip Fu, Chief Program Officer
Extensive experience in providing audit and assurance services, comprehensive accounting system and professional project manager with over 30 years of experience in Asia, leading audit engagements, providing expert advice on regulatory compliance and financial reporting. Philip was a member of the Deloitte Assurance Team, and at AIA was a Director in the Finance Transformation team implementing financial technologies.
OUR SENIOR ADVISORS
Steve Roder
James Pearson
James Pearson
Steve Roder has over 35 years of experience dealing with global companies working across markets in Asia covering strategy, regulatory matters, finance, capital markets and transactions, with a focus on the financial services sector. He is currently an Advisor to Temasek and a Director of Serendipity Capital. Steve retired as Manulife Group CFO in 2018 after nearly 6 years. Earlier he was one of the co-founders of Peak Reinsurance. As Group Chief Financial Officer of AIA, he led the IPO preparation programme and interface with fourteen regulators, including in Hong Kong, Singapore and Bermuda. Prior to AIA, he was the Asia Pacific Chairman of Financial Services at KPMG and served as a partner in Hong Kong/China, Japan and London.
James Pearson
James Pearson
James Pearson
A senior financial services professional with over 35 years’ international experience building and shaping banking and financial advisory businesses for market leaders. James has led investment banking, client coverage and corporate finance franchises in Asia, the Middle East and globally for, among others, Standard Chartered Bank, First Abu Dhabi Bank, ABN AMRO and Morgan Stanley.
He has deep experience advising clients on M&A transactions, strategic advisory assignments and accessing funding and capital from private and public markets. James is a member of the Institute of Chartered Accountants in England and Wales.
OUR REGIONAL CORPORATE REPS
Steve Tunstall, Asia
Steve Tunstall, owner and director of Tunstall Associates, was previously Head of Risk, Insurance, Legal and Compliance for Cathay Pacific, Head of Risk and Insurance at Genting Casinos and earlier in his career MD of Jardine Schindler Singapore. Steve has over 30 years of experience in Asia in developing, managing and supervising risk and compliance management systems and controls working closely with numerous leading companies in Asia. Tunstall Associates provides experienced non-executive and executive director services including chair and Committee support with expertise in Risk, Audit, Sustainability, Nomination and Remuneration Committees as well as main board appointments in the Asia region.
Dr. David Burn, Middle East and Africa
Dr David Burn is a highly accomplished professional with extensive delivery and consultancy experience in the technology and financial services sectors. He began his distinguished career in the City of London, focusing on investment banking technology after an early foundation in mathematical research. Over the years, David has developed a deep expertise in the intersection of finance and technology, consistently delivering strategic solutions in fast-paced, high-stakes environments. In 2008, David relocated to Dubai, a move that allowed him to expand his professional network significantly across the Middle East and beyond. David has a passion for leveraging technology to drive successful outcomes for customers and clients alike.
OCEANIA
Representative to be announced
AMERICAS
Representative to be announced
EUROPE
Representative to be announced
OUR CORPORATE CLIENT ADVISORS
Corporate Governance Reality Check (CGRC) works closely with board members and executive management to provide tailored solutions for strong governance. They help clients candidly assess and address all aspects of corporate governance, from board composition and diversity to communication and shareholder engagement. With a focus on aligning perception with reality, our CGRC helps organisation achieve corporate longevity and sustainability.
APAC INSURTECH
APAC InsurTech offers a comprehensive suite of services designed to help young and innovative insurtech companies from overseas in the Asia Pacific and Europe succeed. It works closely with insurers to position their products, solutions, and applications. Their services include developing go-to-market strategies, generating leads, and providing business development support and board engagement services. It helps businesses navigate the insurtech landscape effectively and achieve their business goals.
Sadella is a Hong Kong-based, founder-led corporate finance firm that has the depth of expertise of a large corporate finance firm, but with the leanness of a boutique firm.
Mr. Zavatti, the Founder and Executive Chairman of Sadella, was with Bank of America as Head of Asian Financial Institutions, and later with ABN AMRO as Vice Chairman of Global Financial Institutions.
His comprehensive relationship network includes the majority of the major emerging market financial institutions including banks, insurance companies, large cap corporates and investment companies within the context of origination and structuring on a multiproduct relationship basis.
OUR INDIVIDUAL CLIENT ADVISORS
Brian Greig
Brian was previously a professional services firm partner who specialised in providing audit and advisory services to predominantly Financial Services and Insurance companies and their Boards for over 34 years. Brian led the Insurance practice of KPMG in Australia and Switzerland and was a Board member and Deputy Chairman of KPMG Australia. He was a member of KPMG’s Global Insurance Leadership Team for 14 years. His clients included Swiss Re, Winterthur Insurance, IAG, Suncorp, MLC, National Australia Bank and Lend Lease.
Following his retirement from KPMG, Brian was a non-executive director and Chair of the Risk Committee of CBA’s life insurance and general insurance businesses, non-executive director of SIMS Foundation Limited, advisory board member of SiCorp and currently non-executive director of a professional services firm’s captive professional indemnity and cyber insurer.