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June, 2018
The Colonnade Hotel,
Boston, MA

The Latest Insurance-based Tax Solutions For The High Net-Worth Market


What the industry needs to know

We offer the information required to enable newcomers to get to grips with the fundamentals of establishing a successful private placement business. 

And the breadth and depth of analysis more established industry practitioners need to flourish.

Learn from industry pioneers

Long-standing industry experts analysed change and solutions to combat the challenges to growth. And new entrants offered insights into how they are establishing or have successfully established and grown their PPLI business. 

Specialist focus. Specialist knowledge.

Pre-conference workshops gave attendees the lowdown on:

  • International PPLI
  • Private Placement Fundamentals
  • Structures and Jurisdictions

The workshops were CPE accredited. Each workshop equaled 4 credits towards an individual's annual target.

Partner to grow your business

Hear from insurance carriers, agents and investment advisors who are creating strategic partnerships to bridge the gap between the investment and insurance worlds. Partnership opportunities abound.

Unrivalled networking

Insurance carriers, insurance producers/agents, fund administrators, tax and estate planning attorneys, family offices, registered investment advisors, and consultants.....meet them all at the event. 

Prepare for change and strategize for growth

The staffing of a new government in Washington, impending shifts in taxation policy and new entrants joining the Private Placement industry eco-system. Will 2017 be a year of change?

By the numbers

senior members of the PPLI & PPVA Community attending
industry thought leaders speaking
The one place where the entire PPLI value chain meets and networks

Stand out from the crowd

Become an event partner and we'll help you create new contacts, showcase your expertise and position yourself as a go-to solutions provider. 

For a bespoke sponsorship package, please contact Ian McGuinness via email or call: +1 646 895 7348.

2017 Platinum Sponsor

2017 Event Partner & Chair

2017 Bronze Sponsor