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Key Sessions

Michael Mingolelli

Innovation panel: New frontiers in utilizing PPLI/PPVA - Innovative use cases from industry leaders

Pinnacle Financial Group

Ken Kies

Keynote: Tax and the political landscape – Implications of the tax plan for the PPLI-PPVA market

Federal Policy Group

8:00am - 8:30am

Registration and light breakfast for workshop participants

Showing of Streams
12:00pm - 12:50pm

Networking Lunch for Workshop Participants Only

more
12:50pm - 1:00pm

Conference Registration

Showing of Streams
6:10pm - 7:40pm

Cocktail reception

8:00am - 8:30am 30 mins
Registration and light breakfast for workshop participants
8:30am - 9:15am 45 mins
Private Placement Fundamentals
Introduction to PPLI/PPVA: Products and benefits
  • Richard LeVine - Senior Counsel, Withers Bergman LLP
  • Robert Amoruso - Founder & Managing Partner, Gideon Strategic Partners
more
8:30am - 9:15am 45 mins
PPLI&PPVA Investment management
How to build your investment structure: challenges, key steps and consideration
  • Penn Redpath - Managing Director, Lombard International
  • Kevin Day - Business Development and Investor Relations – Americas, Systematica
more
8:30am - 9:15am 45 mins
Private Placements tips for Producers
Ownership - jurisdictions, trusts and LLCs
  • Riccardo Gambineri - Senior Vice President, Crown Global Insurance Group
  • Alex Popovich - Managing Director – Estate and Tax Planning, Manchester Capital Management
more
9:15am - 10:00am 45 mins
Private Placement Fundamentals
Design, underwriting and economics of a policy structure
  • Rick Plate - Regional Vice President, Prudential Financial
  • Ken Masters - Director of Life Insurance Design & Development, Pinnacle Financial Group
more
9:15am - 10:00am 45 mins
PPLI&PPVA Investment management
Matching jurisdictions to client: Choosing between domestic and offshore
  • Henry Bregstein - Global Co-chair of Financial Services, Katten Muchin Rosenman LLP
  • Robert Colvin - Principal, Robert D. Colvin & Associate
more
9:15am - 10:00am 45 mins
Private Placements tips for Producers
Sale cycle, key partnerships and administration for PPLI
  • Mike Cohn - Area President, Cohn Financial Group
  • Elizabeth Keenan - Partner & Co-Founder, Nationwide Wealth Management
more
10:00am - 10:30am 30 mins
Private Placement Fundamentals
Networking coffee break
10:00am - 10:30am 30 mins
PPLI&PPVA Investment management
Networking coffee break
10:00am - 10:30am 30 mins
Private Placements tips for Producers
Networking coffee break
10:30am - 11:15am 45 mins
Private Placement Fundamentals
Investment allocation options: alternative IDFs, VITs, and SMAs
  • Robert Dietz - Director - Wealth Strategies, Bernstein Global Wealth Management
  • David Reynolds - Vice President, Business Development, Spearhead
more
10:30am - 11:15am 45 mins
PPLI&PPVA Investment management
How to attach your Fund to an insurance carrier
  • Ysenia Rhodes - Director of Client Relations, SALI Fund Services
  • Cameron Vail - Director of Fund Development, SALI Fund Services
more
10:30am - 11:15am 45 mins
Private Placements tips for Producers
Integrating PPLI in a comprehensive family strategy
  • Alex Popovich - Managing Director – Estate and Tax Planning, Manchester Capital Management
  • Sam Radin - President, National Madison Group, Inc.
  • Jennifer Hamilton Macaulay - Managing Member, BHJ, LLC
more
11:15am - 12:00pm 45 mins
Private Placement Fundamentals
Use case studies for differing client profiles
  • Dave Valcourt - Associate Vice President, Financial Architects Partners
  • Howard Sharfman - Senior Managing Director, NFP Insurance Solutions, NFP Corporate Services
  • Aaron Hodari - Managing Director, Schechter Investment Advisors
more
11:15am - 12:00pm 45 mins
PPLI&PPVA Investment management
Tips for marketing IDFs - navigating solicitation and education
  • Vann Taylor - U.S. Business Development, GoldenTree
  • Kevin Day - Business Development and Investor Relations – Americas, Systematica
more
11:15am - 12:00pm 45 mins
Private Placements tips for Producers
Carrier Selection: Domicile, Structure and Rating
  • Ken Masters - Director of Life Insurance Design & Development, Pinnacle Financial Group
more
12:00pm - 12:50pm 50 mins
Networking Lunch for Workshop Participants Only
more
12:50pm - 1:00pm 10 mins
Conference Registration
1:00pm - 1:10pm 10 mins
Main Conference
Chairman’s opening remarks
  • Chair Tom Nieman - Chief Executive Officer, SALI Fund Services
more
1:10pm - 1:40pm 30 mins
Main Conference
Keynote address: Driving the market - where we see and pursue growth
  • Michael Gordon - President and CEO, Lombard International
more
2:10pm - 3:00pm 50 mins
Main Conference
Innovation panel: New frontiers in utilizing PPLI/PPVA - Innovative use cases from industry leaders
  • Moderator Michael Mingolelli - CEO, Pinnacle Financial Group
  • Brian Corley - Wealth Manager, First Republic Investment Management, First Republic
  • Matthew Phillips - Principal, Winged Keel Group
  • Jarrett Bostwick - General Counsel, Spearhead Capital
more

Hear from the industry's latest Producers on how they've solved client needs utilizing PPLI and PPVA - and new approaches to doing so.

3:00pm - 3:30pm 30 mins
Main Conference
Networking coffee break
3:30pm - 4:10pm 40 mins
Main Conference
Growing distribution: Diversification of avenues into the private placement industry and what it is adding for HNW clients
  • Moderator Robert Beauchamp - Head, Private Wealth Group, Zurich North America
  • Gabe Schiminovich - Vice President, Technical Research and Development, M Financial Group
  • Robert Dietz - Director - Wealth Strategies, Bernstein Global Wealth Management
  • Jason Hudes - Managing Director, Goldman Sachs Asset Management
more

Top wire houses and Producer groups on their adoption of PPLI, how they interact with key partners and its implications for the wider market.

4:10pm - 4:50pm 40 mins
Main Conference
Quickfire showcases: Innovative strategies for managing PPLI and PPVA assets to fit the investor
  • Moderator Jonas Katz - Chief Marketing Director, SALI Fund Services
  • Rob Wilson - Vice President, Insurance Dedicated Funds, Titan Advisors
  • Greg Racz - Co-Founder and President, MGG Investment Group
  • Lauren Maughan - Head of Client and Business Development, Proficio Capital Partners
  • Thomas Cordier - Managing Director, Quantedge Capital USA
more

4 mini presentations from Asset Managers on innovation investment strategies for PPLI clients

4:50pm - 5:20pm 30 mins
Main Conference
Creating private placement solutions for international clients
  • Moderator Riccardo Gambineri - Senior Vice President, Crown Global Insurance Group
  • Shelly Meerovitch - Director—Wealth Strategies Group, Bernstein
  • Alejandro Gil Rivero - Managing Director, SOPHÓS ADVISORS
  • Douglas Gerrard - Financial Advisor, Provenance Wealth Advisors
more
5:20pm - 6:00pm 40 mins
Main Conference
Keynote: Tax and the political landscape – Implications of the tax plan for the PPLI-PPVA market
  • Ken Kies - Managing Director, Federal Policy Group
  • Chris Morton - SVP - Government Affairs, Association for Advanced Life Underwriting (AALU)
  • Moderator Henry Bregstein - Global Co-chair of Financial Services, Katten Muchin Rosenman LLP
more

Examine the implications of the Tax Cuts and Jobs Act for each segment of the PPLI/PPVA value chain, for an in depth assessment of its impacts on the market - and an understanding how it will effect you.

Learn about what changes to expect as the House reviews the Act, and the implications of the 2018 elections and political landscape on its final shape.

6:00pm - 6:10pm 10 mins
Main Conference
Chair’s closing remarks and end of Day 1
  • Chair Tom Nieman - Chief Executive Officer, SALI Fund Services
more
6:10pm - 7:40pm 90 mins
Cocktail reception