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Attendees

The whole industry in one place

This is the only event you need to attend this year to catch up on the latest industry news and share expertise with your peers.

The numbers that matter

225+
Attendees
60+
Speakers
1
Meeting place

Here's a snapshot of who attended in 2018

  • Advantage Insurance
  • Alan M. Gold Development Co Inc Pension Plan
  • Anaford Attorneys
  • Association for Advanced Life Underwriting (AALU)
  • Bernstein Global Wealth Management
  • Bessemer Trust
  • BHJ, LLC
  • BNY Mellon
  • Brown Brothers Harriman
  • Capital Strategies Group Inc
  • Chalkstream Capital Group LP
  • Clarion Partners
  • Clarity Life Insurance LTD
  • CNBC
  • Cohn Financial Group
  • Cornerstone Advisors
  • Crown Global Insurance Group
  • CTC myCFO
  • Donfeld Insurance Services Corp
  • Federal Policy Group
  • Financial Architects Partners
  • First Republic Bank
  • Forester Capital LLC
  • Geneva Management Group
  • Gideon Strategic Partners
  • GoldenTree
  • Goldman Sachs Asset Management


  • Golub Capital
  • Great West Financial
  • Groveman Family Office
  • Herman Agency Inc
  • Hester Insurance Group LLC
  • Horsman Holdings LLC
  • Insurance Partners Southwest Corp
  • Ironwood Capital Management
  • Izale Financial Group
  • JR Katz
  • Katten Muchin Rosenman LLP
  • Keel Point LLC
  • Kleinberg Kaplan
  • Lombard International
  • M Financial Group
  • Manchester Capital Management
  • MAS Advisors LLC
  • MGG Investment Group
  • Milliman Financial Risk Management
  • Moab Capital Partners
  • Monroe Capital
  • National Madison Group Inc
  • Nationwide Wealth Management LLC
  • NFP Corporate Services
  • Pelion Investment Advisors
  • PIMCO
  • Pinnacle Financial Group
  • Portola Life Insurance Company
  • PPLI Asia Pte Ltd


  • Proficio Capital Partners
  • Provenance Wealth Advisors
  • Prudential Financial Management
  • Pulteney Street Capital Management
  • Quantedge Capital USA
  • Ranger Capital Management
  • Republic Capital Group
  • Robert D. Colvin & Associate
  • SALI Fund Services
  • Schechter Investment Advisors
  • SilverStone Asset Management
  • SOPHOS ADVISORS
  • Sound Point Capital
  • South Dakota Trust Company LLC
  • Spearhead Capital LLC
  • St. George's Limited
  • Stickney Research
  • Systematica Investments
  • The Leaders Group Inc
  • Titan Advisors LLC
  • Udell Associates
  • Valmark
  • Vanbridge LLC
  • Wealthpoint
  • Winchester Global Trust Co Ltd
  • Winged Keel Group
  • Withers Bergman LLP
  • Zurich American Life Insurance Company