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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.

8:30am 9:25am (55 mins)

Structures and Jurisdictions

Benefits of domestic jurisdictions

  • Panelist James Paladino - Managing Director, South Dakota Trust Company

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

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

9:25am 10:20am (55 mins)

Structures and Jurisdictions

Benefits of international jurisdictions

  • Panelist James Brockway - Partner, Withers Bergman LLP

9:25am 10:20am (55 mins)

International PPLI

Multi-generational estate planning for the domestic and international markets: reinsurance and financial justification

-       What is it?

-       How does it work

-       How is it done?

  • Panelist Richard LeVine - Senior Counsel, Withers Bergman LLP

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

10:50am 11:15am (25 mins)

Structures and Jurisdictions

Basics of launching an IDF

-       PPVA vs PPVUL

  • Panelist Henry Bregstein - Global Co-Chair, Financial Services, Katten Muchin Rosenman LLP
  • Panelist Sandy Geyelin - Senior Managing Director, Lombard International

10:50am 11:45am (55 mins)

International PPLI

Pre-immigration planning

  • Panelist Riccardo Gambineri - Senior Vice President, Crown Global Insurance Group

11:45am 12:40pm (55 mins)

Structures and Jurisdictions

Basics of investing in Private Placement

-       Thinking about Asset Allocation

  • Richard Baer - Co-Founder and CEO, Legacy Capital Group

11:45am 12:40pm (55 mins)

Private Placement Fundamentals

Client reporting and administration

  • Panelist Pam Ziegler - Principal, Chief Operating Officer, Cohn Financial Group

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

12:40pm 1:40pm (60 mins)

Main agenda

Networking Lunch for Workshop Participants Only

1:40pm 1:45pm (5 mins)

Main agenda

Chair’s opening remarks

  • Chair Tom Nieman - Principal, SALI Fund Services

1:45pm 2:45pm (60 mins)

Main agenda

Opening Keynote Address: The Economic, Political and Financial Landscape for 2017 and beyond

·       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

  • Michael Gordon - President and CEO, Lombard International

2:45pm 3:15pm (30 mins)

Main agenda

Industry overview address: Changes, challenges and strategies for growth

·       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

  • Eric Naison-Phillips - Principal, SALI Fund Services

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

4:45pm 5:45pm (60 mins)

Main agenda

Chatham House Rules: Analysing the emerging practice of revenue sharing

·       How it works

·       Data points and benchmarks

·       Best practice

  • Moderator Todd Walters - CEO, Spearhead Capital
  • Panelist Alan Jahde - President, Investors Preferred Life Insurance Company

5:45pm 6:00pm (15 mins)

Main agenda

Chair’s closing remarks and end of Day 1

  • Chair Tom Nieman - Principal, SALI Fund Services

6:00pm 7:00pm (60 mins)

Main agenda

Cocktail reception