THE ONLY EVENT DEDICATED TO TAX-EFFICIENT SOLUTIONS FOR THE HIGH NET WORTH MARKET
Specialist focus. Specialist knowledge.
We offer the breadth and depth of analysis required to enable newcomers to come to grips with the fundamentals of establishing a successful private placement business, while also catering for the information requirements of established industry practitioners.
Acquire CPE credits.
The Workshops are CPE accredited. 4 workshops equal 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 at the Forum.
Insurance carriers, insurance producers/agents, fund administrators, tax and estate planning attorneys, family offices, registered investment advisors, and consultants will all be under one roof. With the entire industry in attendance, the networking opportunities are unrivaled.
Prepare for change and strategize for growth.
With 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 herald a year of change?
Learn from industry pioneers.
Long-standing industry experts will analyse change and solutions to combat challenges to growth, while 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.
PPLI by the numbers
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.