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Informa
8:00am - 8:30am 30 mins
Main agenda
Registration and light breakfast for workshop participants
8:30am - 9:25am 55 mins
Private Placement Fundamentals
Introduction to PPVA & PPVUL
  • Panelist Aaron Hodari - Managing Director, Schechter Wealth
  • Panelist Sam Radin - President, National Madison Group, Inc.
more
8:30am - 9:25am 55 mins
Structures and Jurisdictions
Benefits of domestic jurisdictions
  • Panelist James Paladino - Managing Director, South Dakota Trust Company
more
8:30am - 9:25am 55 mins
International PPLI
PPLI/PPVA as part of a broader asset allocation/investment strategy
  • Panelist John Dunnigan - Vice President, Investment Management, Goldman Sachs Asset Management
  • Panelist Laurie Katz - Partner – U.S. Business Development, GoldenTree Asset Management
more
9:25am - 10:20am 55 mins
Private Placement Fundamentals
Design and underwriting
  • Panelist Dave Valcourt - Associate Vice President, Financial Architects Partners
  • Panelist Rohit Dalmia - Principal, Winged Keel Group
more
9:25am - 10:20am 55 mins
Structures and Jurisdictions
Benefits of international jurisdictions
  • Panelist James Brockway - Partner, Withers Bergman LLP
more
9:25am - 10:20am 55 mins
International PPLI
Multi-generational estate planning for the domestic and international markets: reinsurance and financial justification
  • Panelist Richard LeVine - Senior Counsel, Withers Bergman LLP
more

-       What is it?

-       How does it work

-       How is it done?

10:20am - 10:50am 30 mins
Private Placement Fundamentals
Networking coffee break
10:20am - 10:50am 30 mins
Structures and Jurisdictions
Networking coffee break
10:20am - 10:50am 30 mins
International PPLI
Networking coffee break
10:50am - 11:45am 55 mins
Private Placement Fundamentals
Cash Value: The central element underpinning all private placement contracts
  • Panelist Matthew Phillips - Principal, Winged Keel Group
more
10:50am - 11:15am 25 mins
Structures and Jurisdictions
Basics of launching an IDF
  • Panelist Henry Bregstein - Global Co-Chair, Financial Services, Katten Muchin Rosenman LLP
  • Panelist Sandy Geyelin - Senior Managing Director, Lombard International
more

-       PPVA vs PPVUL

10:50am - 11:45am 55 mins
International PPLI
Pre-immigration planning
  • Panelist Riccardo Gambineri - Senior Vice President, Crown Global Insurance Group
more
11:45am - 12:40pm 55 mins
Structures and Jurisdictions
Basics of investing in Private Placement
  • Richard Baer - Co-Founder and CEO, Legacy Capital Group
more

-       Thinking about Asset Allocation

11:45am - 12:40pm 55 mins
Private Placement Fundamentals
Client reporting and administration
  • Panelist Pam Ziegler - Principal, Chief Operating Officer, Cohn Financial Group
more
11:45am - 12:40pm 55 mins
International PPLI
US investments for non-US persons using PPLI
  • Panelist Louis Zuckerbraun - Managing Director, Insurance, Geneva Management Group
  • Panelist Steve Horowitz - Co-Managing Partner, Horowitz & Rubenstein
more
12:40pm - 1:40pm 60 mins
Main agenda
Networking Lunch for Workshop Participants Only
more
1:40pm - 1:45pm 5 mins
Main agenda
Chair’s opening remarks
  • Chair Tom Nieman - Principal, SALI Fund Services
more
1:45pm - 2:45pm 60 mins
Main agenda
Opening Keynote Address: The Economic, Political and Financial Landscape for 2017 and beyond
  • Michael Gordon - President and CEO, Lombard International
more

·       Effect of tax reform on PPLI

·       Department of Labour fiduciary ruling and itsimpacts on insurance advice

·       Impact of protectionist policies on the privateplacement industry

·       Trends in foreign investment into the US:comparison of PP uptake in domestic US versus foreign investment

2:45pm - 3:15pm 30 mins
Main agenda
Industry overview address: Changes, challenges and strategies for growth
  • Eric Naison-Phillips - Principal, SALI Fund Services
more

·       Expansion in offshore carriers: Europe,Caribbean, Puerto Rico

·       PPLI/VA opportunities in the Institutional space

·       Key Family Office statistics: how many familyoffices using PPLI/VA, average premium size

·       Who is adding new managers onto their platforms

·       Policy level diversification

·       Extent to which policies are underwritten

·       What platform opportunities are there to growIDFs

3:15pm - 3:45pm 30 mins
Main agenda
Networking coffee break
3:45pm - 4:45pm 60 mins
Main agenda
New Fund panel discussion: explaining why they have created a fund and where the value is
  • Moderator Virginia Klein - Senior Managing Director, Lombard International
  • Panelist Kevin Day - Business Development and Investor Relations – Americas, Systematica
  • Panelist Tyler Powell - Associate, York Capital
  • Panelist Kara Gula - Director, Third Point
  • Panelist Kevin Sullivan - Chief Administrative Officer, MidOcean Credit Partners
more
4:45pm - 5:45pm 60 mins
Main agenda
Chatham House Rules: Analysing the emerging practice of revenue sharing
  • Moderator Todd Walters - CEO, Spearhead Capital
  • Panelist Alan Jahde - President, Investors Preferred Life Insurance Company
more

·       How it works

·       Data points and benchmarks

·       Best practice

5:45pm - 6:00pm 15 mins
Main agenda
Chair’s closing remarks and end of Day 1
  • Chair Tom Nieman - Principal, SALI Fund Services
more
6:00pm - 7:00pm 60 mins
Main agenda
Cocktail reception