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Board Of Management

 PBI  ASSOCIATION 

 

IBR & PBI Corporates Partners:

  • CREDIT AGRICOLE WW
  • LAG Risktech Investment Banking Indonesia
  • LAG Real Estate Title & Development 
  • ADDACTIS WW
  • ING Life
  • CIMB Bank
  • Bank BNI
  • Astra Colonial Mutual Group Life 
  • Panin Bank
  • Equity Life Assurance
  • Maskapai Reasuransi Indonesia Tbk
  • Heksa Insurance
  • Hanwha Life Assurance
  • MNC Life Assurance
  • BCA Finance
  • ALLIANZ WW
  • INDOSURYA Finance
  • EURODAVID Consulting
  • Mira Life Assurance
  • Bumiputera Life Assurance
  • Indrapura Life Assurance

 

Board Preffered Executives & Founders:

Stephanie Dausque, BE., CIB®., CPB®., CWB®., FSAM., FIDA., is BPE & Founder in IBR ASSOCIATION and PBI ASSOCIATION. She is Certified Investment & Risktech Banker. She is Experienced & Dedicated Investment & Risktech Banker, and has professional experience, capability and integrity in the fields and profession Risktech Capital & Insurance Management for 17 years in ADDACTIS WW & Partner CREDIT AGRICOLE WW BANK Monaco, France, Switzerland, Belgium, and Singapore.

RISKTECH CAPITAL & INSURANCE CAREER    

(2004-present)

  • ADDACTIS WW EUROPE DUTCH SINGAPORE (CEO ADDACTIS ASIA)   

(2018-present)

  • CREDIT AGRICOLE WW BANK EUROPE (CHIEF BUSINESS PARTNER ASIA)   

(2018-present)

  • LAG RISKTECH INSURANCE BANKING LTD. (PRINCIPAL & FOUNDER)   

RISKTECH CAPITAL & INSURANCE INSTITUTE    

(2018-present)

  • INVESTMENT BANKER & RISKTECH ASSOCIATION® (IBR Association)-BPE & Founder   
  • PRIVATE BANKER & INVESTMENT ASSOCIATION® (PBI Association)-BPE & Founder

Advance/Postgraduate in Risktech Capital & Insurance Management (Portfolio):

(2004-2018)

  • Certified Investment Banker-CIB®
  • Certified Private Banker-CPB®
  • Certified Wealth Banker-CWB®
  • Fellow Risk Financial Management Malaysia (Fellow of Society of Actuaries of Malaysia)
  • Fellow Risk Financial Management France (Fellow of Institute des Actuaires of France)

Stephanie is Principal & Founder (BPE & Founder) of LAG RISKTECH INSURANCE BANKING LTD., LAG RISKTECH INVESTMENT BANKING INDONESIA, IBR Association & PBI Association as well.

Delima Erica H., CPB®., CWB®. (+ Or Her Heir), is BPE & Founder in PBI ASSOCIATION. She is Certified Private & Wealth Banker. She is Experienced & Dedicated Private Wealth Banker with 52 years Private Wealth Banking Professional Experience.

RISKTECH CAPITAL & INSURANCE CAREER 

(2018-present)

  • CREDIT AGRICOLE WW BANK EUROPE (BUSINESS PARTNER INDONESIA & SINGAPORE)   
  • LAG RISKTECH INSURANCE BANKING LTD. (PRINCIPAL & FOUNDER)   
  • LAG RISKTECH INVESTMENT BANKING INDONESIA (PRINCIPAL & FOUNDER)   

Advance/Postgraduate in  Risktech Capital & Insurance Management:

(2018)

  • Certified Private Banker-CPB®
  • Certified Wealth Banker-CWB®

Delima is Principal & Founder (BPE & Founder) LAG RISKTECH INSURANCE BANKING LTD., LAG RISKTECH INVESTMENT BANKING INDONESIA, IBR Association & PBI Association as well.

Ricky Leonard, CIB®., CPB®., CWB®., FSAI., WAPERD., AAAIJ. is BPE & Chairman in IBR ASSOCIATION and BPE & Founder in PBI ASSOCIATION. He is Certified Investment & Private Banker. He is Experienced and Dedicated Investment & Private Wealth Banker. He has professional experience, capability and integrity in the fields and profession Risktech Capital & Insurance Management for 27 years, in the Companies as follows:

RISKTECH CAPITAL & INSURANCE CAREER  

(2018-present)

  • CREDIT AGRICOLE WW BANK EUROPE (BUSINESS PARTNER INDONESIA & SINGAPORE) 
  • LAG RISKTECH INSURANCE BANKING LTD. (CFO)
  • LAG RISKTECH INVESTMENT BANKING INDONESIA (CEO)
  • LAG CONSULTING INDONESIA & ACTUARIAL (COMMISSIONER)

(1994-2018)

  • ING Group, Astra Colonial Mutual Group Life, Equity Life Indonesia, Maskapai Reasuransi Indonesia Tbk., Heksa Insurance, Hanwha Life, ERA Real Estate, MNC Life Assurance (VICE PRESIDENT)

RISKTECH CAPITAL & INSURANCE INSTITUTE     

(2018-present)

  • INVESTMENT BANKER & RISKTECH ASSOCIATION® (IBR Association)-BPE & Chairman   
  • PRIVATE BANKER & INVESTMENT ASSOCIATION® (PBI Association)-BPE & Founder

He has advance/postgraduate degree in Risktech Capital & Insurance Management:

Advance/Postgraduate in Risktech Capital & Insurance Management (Portfolio):

(1996-2018)

  • Investment Banking & Risktech Valuation (from Banking Risktech & Investment Management Prophet FIS Sungard plc WW (USA), TAS Tillinghast (MoSes) Willis Towers Watson plc WW (UK) and IAA The Institute of Actuaries of Australia).
  • Certified Investment Banker-CIB®
  • Certified Private Banker-CPB®
  • Certified Wealth Banker-CWB®
  • Associate Life Office Management Institute AAAIJ (from AAMAI)
  • Mutual Funds Investment WAPERD (from APRDI)
  • Real Estate Investment (from ERA Singapore)
  • Gold & Forex Investment (from Gold & Forex Institute Jakarta)

Ricky is BPE & Chairman IBR Association and BPE & Founder PBI Association as well.

 

Board Of Management:

Hendra Mohariz, S.T., CPB®., CWB®. is Chairman & Founder at PBI ASSOCIATION. He is Certified Private & Wealth Banker. He is Experienced & Dedicated Private Banker, and has professional experience, capability and integrity in the fields and profession Risktech Capital & Insurance Management for 22 years, in the Companies as follows: 

Risktech Capital & Insurance Institute    

(2018-present)

  • PBI INSTITUTE-Chairman & Founder  

Risktech Capital & Insurance Career

(1996-present)

  • BCA FINANCE-Vice President

 

Hendra has advance/postgraduate degree in Risktech Capital & Insurance Management:

Advance/Postgraduate in Risktech Capital & Insurance Management (Portfolio):

(2018)

  • Certified Private Banker-CPB® 
  • Certified Wealth Banker-CWB® 

Hendra received Sarjana Teknik (S.T.) degree from Faculty of Technic of University of Nasional. Hendra has participated in various seminars, training and workshops, both as speakers or as participants, for the subject matter of Risktech Capital & Insurance Management.

Dina Prasanti, S.Sos., BA., CPB®., CWB®., is Vice Chairman & Founder at PBI ASSOCIATION. She is Certified Private & Wealth Banker. She is Experienced & Dedicated Private & Wealth Banker, and has professional experience, capability and integrity in the fields and profession Risktech Capital & Insurance Management for 22 years, in the Companies as follows: 

Risktech Capital & Insurance Institute     

(2018-present)

  • PBI INSTITUTE-Vice Chairman & Founder (Strategic Cooperations & Organisation Membership)  
  • Eurodavid-Partner

Risktech Capital & Insurance Career      

(1996-2018)

  • Bank Lippo (now CIMB Niaga) International Banking Division USA, Eurodavid International Limited (Leading Banking & Training Consulting), Infosanta Kuarta Management Consulting, Grahakreasi Reksatama Arts Investment-Director

Management Profession Organisation   

(2018-present)

  • Certified Private Bankers Association®-Vice Chairman & Founder

She has advance/postgraduate degree in Risktech Banking & Investment Management:

Advance/Postgraduate in Risktech Capital & Insurance Management (Portfolio):

(2018)

  • Certified Private Banker-CPB® 
  • Certified Wealth Banker-CWB®

Dina received Sarjana Ilmu Adminisrasi Bisnis (S.Sos) degree and BA in Banking Risktech & Insurance Management degree from Faculty of Administration Sciences of University of Indonesia (FIA UI). Dina has participated in various seminars, training and workshops, both as speakers or as participants, for the subject matter of Risktech Capital & Insurance Management.

Satria Arief, MBA., SE., CPB®., CWB®. is Vice Chairman at PBI ASSOCIATION. He is Certified Private & Wealth Banker. He is Experienced & Dedicated Private & Wealth Banker, and has professional experience, capability and integrity in the fields and profession Risktech Capital & Insurance Management for 22 years, in the Companies as follows:

Risktech Capital & Insurance Institute  

(2018-present)

  • PBI INSTITUTE-Vice Chairman (Research Education, Professional Standard and Syariah)

Risktech Capital & Insurance Career

(2018-present)

  • INDEPENDENT Private Banker  

(1996-2018)

  • Bank Lippo (now CIMB Niaga), IFI Bank, IFI Syariah-Division Head
  • BPP Asia Consulting-Indonesia Partner
  • Eurodavid International Limited (Leading Banking & Training Consulting)-Indonesia Partner

Satria has advance/postgraduate degree in Risktech Capital & Insurance Management:

Advance/Postgraduate in Risktech Capital & Insurance Management (Portfolio):

(2018)

  • Certified Private Banker-CPB®
  • Certified Wealth Banker-CWB® 
  • Postgraduate (S2), Master of Business Administration in Islamic Economy from Leicester University (UK)

Satria received SE in Capital Risktech & Insurance Management degree from PERBANAS University. Satria has participated in various seminars, training and workshops, both as speakers or as participants, for the subject matter of Risktech Capital & Insurance Management.

Lewi Mutiara, BA., CPB®., CWB®. is Vice Chairman at PBI ASSOCIATION. He is Certified Private & Wealth Banker. She is Experienced & Dedicated Private & Wealth Banker, and has professional experience, capability and integrity in the fields and profession Risktech Capital & Insurance Management for 22 years, in the Companies as follows:

Risktech Capital & Insurance Institute

(2018-present)

  • PBI INSTITUTE-Vice Chairman (Public Relation)

Risktech Capital & Insurance Career

(2018-present)

  • INDEPENDENT Private Banker  

 

Lewi has advance/postgraduate degree in Risktech Capital & Insurance Management:

Advance/Postgraduate in Risktech Capital & Insurance Management (Portfolio):

(2018)

  • Certified Private Banker-CPB®
  • Certified Wealth Banker-CWB® 

Lewi received BA in Banking Risktech & Insurance Management degree from Faculty of Administration Sciences of University of Indonesia (FIA UI). Lewi has participated in various seminars, training and workshops, both as speakers or as participants, for the subject matter of Risktech Capital & Insurance Management.

Andrian Lubis, BA., CPB®., CWB®. is Vice Chairman at PBI ASSOCIATION. He is Certified Private Banker. He is Experienced & Dedicated Private Banker, and has professional experience, capability and integrity in the fields and profession Risktech Capital & Insurance Management for 22 years, in the Companies as follows:

Risktech Capital & Insurance Institute

(2018-present)

  • PBI INSTITUTE-Vice Chairman (Law & Advocation)

Risktech Capital & Insurance Career

(2018-present)

  • INDEPENDENT Private Banker  

 

Andrian has advance/postgraduate degree in Risktech Capital & Insurance Management:

Advance/Postgraduate in Risktech Capital & Insurance Management (Portfolio):

(2018)

  • Certified Private Banker-CPB®
  • Certified Wealth Banker-CWB®  

Andrian received BA in Banking Risktech & Insurance Management degree from Faculty of Administration Sciences of University of Indonesia (FIA UI). Andrian has participated in various seminars, training and workshops, both as speakers or as participants , for the subject matter of Risktech Capital & Insurance Management.

 

 

 

 PBI  ASSOCIATION  by LAG RISKTECH INSURANCE BANKING LTD.  

PT. HLEONTAMA: RISKTECH INSURANCE CAPITAL & INVESTMENT BANKING CORP INDONESIA

CORPORATE LAWYER: LAW OFFICE D. PARLINDUNGAN, SH. & REKAN

PBI INSTITUTE (PBI ASSOCIATION) is independent national and international certification, education, training, research & development institute for PRIVATE BANKERS (MONEY MANAGERS), WEALTH BANKERS, and INVESTMENT BANKERS. PBI INSTITUTE was establish effective 21 Sepember 2018 with Inauguration Ceremony in Headquarter LIAT TOWER Singapore and in Secretariat OFFICE 8 TOWER Jakarta. ALLIANZ
Detail

PBI INSTITUTE
PT. Haan Leontama
OFFICE 8 TOWER Lantai 18 A SCBD SUDIRMAN Jl. Jend. Sudirman Kav. 52-53
Jakarta Selatan, 12190
DKI Jakarta - Indonesia
(021) 29608061
628111996769
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