Private Placement Life Insurance & Variable Annuities Forum 2017 | Informa | 13 June 2017 | Boston, MA, United States

We offer the information required to enable newcomers to get to grips with the fundamentals of establishing a successful private placement business.

And the breadth and depth of analysis more established industry practitioners need to flourish.

Richard Baer
Co-Founder and CEO
Legacy Capital Group

Jarrett Bostwick
General Counsel
Spearhead Capital

Henry Bregstein
Global Co-Chair, Financial Services
Katten Muchin Rosenman LLP

James Brockway
Partner
Withers Bergman LLP

Thomas Carstens
Senior Managing Director
Pelion Financil Group

Robert Colvin
Principal
Robert D. Colvin & Associate

Rohit Dalmia
Principal
Winged Keel Group

Kevin Day
Business Development and Investor Relations – Americas
Systematica

John Dunnigan
Vice President, Investment Management
Goldman Sachs Asset Management

Ken Foley
Senior Vice President - Agency Distribution
Lombard International

Stewart Foley
Managing Partner
Insurance AUM

Riccardo Gambineri
Senior Vice President
Crown Global Insurance Group

Bruce Gelman
Partner, Tax Group
Kirkland & Ellis LLP

Sandy Geyelin
Senior Managing Director
Lombard International

Michael Gordon
President and CEO
Lombard International

Kara Gula
Director
Third Point

Karen Halliday
Managing Director, Head of Tax-Efficient Strategies
Golub Capital

Aaron Hodari
Managing Director
Schechter Wealth

Steve Horowitz
Co-Managing Partner
Horowitz & Rubenstein

Alan Jahde
President
Investors Preferred Life Insurance Company

Jay Judas
Managing Director
Crown Global Insurance Group

Laurie Katz
Partner – U.S. Business Development
GoldenTree Asset Management

Brian Kelly
Managing Director
Millennium Management LLC

Virginia Klein
Senior Managing Director
Lombard International

John Langston
Founder and Managing Director
Republic Capital Group

Perry Lerner
Chairman & CEO
Crown Global Insurance Group

Richard LeVine
Senior Counsel
Withers Bergman LLP

Ken Masters
Director of Life Insurance Design & Development
Pinnacle Financial Group

Dennis McMahan
Manager, Magnastar Marketing
M Financial Group

Michael Mingolelli
CEO
Pinnacle Financial Group

Abel Mojica III
Managing Director
Tortoise Capital

Eric Naison-Phillips
Principal
SALI Fund Services

Tom Nieman
Principal
SALI Fund Services

Ronan O'Byrne
Managing Director, Senior Advisor
Fieldpoint Private

James Paladino
Managing Director
South Dakota Trust Company

Thomas Pauloski
National Managing Director, Wealth Planning and Analysis, Research Division, Private Client Group
Bernstein Global Wealth Management

Byron Pavano
Senior VP Operations
Audax Group

Rick Plate
Regional Vice President
Prudential Financial

Tyler Powell
Associate
York Capital

Sam Radin
President
National Madison Group, Inc.

Allan Rosenzweig
Founder and CEO
Evergreen Life Insurance Group

Kevin Sullivan
Chief Administrative Officer
MidOcean Credit Partners

Vann Taylor
Business Development
GoldenTree Asset Management

Dave Valcourt
Associate Vice President
Financial Architects Partners

Todd Walters
CEO
Spearhead Capital

Thomas Wiese
Senior Managing Director
Lombard International

Catrina Winters Beauchamp
Vice President, Sales & Marketing
Investors Preferred Life Insurance Company

Matthew Wosk
Founder, Partner, and Chief Executive Officer
Proficio Capital Partners

Pam Ziegler
Principal, Chief Operating Officer
Cohn Financial Group

Louis Zuckerbraun
Managing Director, Insurance
Geneva Management Group

Platinum Sponsor:
Lombard International

Event Partner & Chair:
SALI Fund Services

Gold Sponsor:
Crown Global Insurance

Silver Sponsors:
Clarity Life Insurance
Goldman Sachs Asset Management
Katten Muchin Rosenman LLP
Zurich
Golub Capital
Investors Preffered Life Insurance
Prudential
Withers Bergman LLP