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June 13 - 14, 2017
The Colonnade Hotel,
Boston

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

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.

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?

PPLI by the numbers

225+
Members of the PPLI & PPVA Community in Attendance
65+
Industry Thought Leaders Speaking
1
The one place where the entire PPLI value chain meets and networks

SHOWCASE YOUR THOUGHT LEADERSHIP IN 2017 TO THE ENTIRE PPLI & PPVA COMMUNITY


It's not too early to start planning for 2017 - as an event partner, we'll help you forge new business relationships, share your experiences and position yourself as a go-to firm in your sector. Don't miss your chance to get involved! For a bespoke package, contact Ian McGuinness via email or call: +1 646 895 7348.

Platinum Sponsor

Event Partner & Chair

Bronze Sponsor