THE ONLY EVENT DEDICATED TO TAX-EFFICIENT 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 will analyse change and solutions to combat challenges to growth. And new entrants will offer insights into how they are establishing or have successfully established and grown their PPLI business.
Stay abreast of emerging industry practices that could benefit your business, too.
Specialist focus. Specialist knowledge.
Pre-conference workshops give you the lowdown on:
- International PPLI
- Private Placement Fundamentals
- Structures and Jurisdictions
The workshops are CPE accredited. Each workshop equals 4 credits towards your 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.
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?