Private Placement Life Insurance & Variable Annuities Forum 2019 | KNect365 (An Informa Business) | 5 June 2019 | W Chicago - City Center, 172 W Adams St, Chicago, IL 60603, USA
Venue
W Chicago - City Center
W Chicago - City Center, 172 W Adams St, Chicago, IL 60603, USA
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date | Wed Jun 5 EDT - Thu Jun 6 EDT (over 5 years ago) |
| Location |
W Chicago - City Center
172 W Adams St, Chicago, IL 60603, USA |
| Region | Americas |
Details
Where the PPLI & VA Industry Meets
225+ attendees. 60+ expert speakers. 1 meeting place.
The only event that brings together the entire private placement value chain. Hear the latest developments and use cases from industry leaders and PPLI clients.
Speakers
2019 Speakers
Evan Abrams
Senior Vice President, Hunt Investment Management, LLC
Robert Amoruso
Founder & Managing Partner, Gideon Strategic Partners
Robert Beauchamp
Head, Private Wealth Group, Zurich North America
Jarrett Bostwick
General Counsel, Spearhead
Henry Bregstein
Global Co-chair of Financial Services, Katten Muchin Rosenman LLP
James Brockway
Partner, Withers Bergman LLP
Marc Cadin
Chief Executive Officer, AALU
Jaques Clough
Senior Vice President, Neuberger Berman
Robert Colvin
Principal, Robert D. Colvin & Associate
Thomas Cordier
Managing Director, Co-Head of USA, Quantedge Capital USA
Scott Diamond
Vice President, Senior Advisor, Schechter Wealth
Robert Dietz
Director - Wealth Strategies, Bernstein Global Wealth Management
Kurt Dudas
Partner, Ehrenkranz Partners
Kenneth Fitzsimons
Director, Annuity Product Manager, UBS Financial Services, Inc.
Ken Foley
Managing Director, Wealth Management and Strategic Partnerships, Spearhead
John Fox
Director – Private Client Group, SCS Financial Services
Andrew Friedwald
Director, Insurance Dedicated Funds, Titan Advisors
Laura Gambineri
Account Executive, Crown Global
Riccardo Gambineri
Senior Vice President, Crown Global Insurance Group
Karen Halliday
Principal, Dalkeith Group
Trevor Hamilton
Senior Vice President, Life Insurance Advisor, Bessemer Trust
Jennifer Hamilton Macaulay
,Managing Member, BHJ, LLC
Bohdy Hedgcock
Senior Vice President, Clarion Partners
Larry Herman
President, Herman Agency, Inc.
Aaron Hodari
Managing Director, Schechter Investment Advisors
Mac Hunter
Vice President, Goldman Sachs Asset Management
Richard Jacobson
Managing Director, Golub Capital
Jonas Katz
Principal, Chief Marketing Officer, SALI Fund Services
Elizabeth Keenan
Partner, World Wealth Preservation
Walter Keenan
Chief Executive Officer, Advantage Insurance Inc.
Perry Lerner
Chairman & CEO, Crown Global Insurance Group
Richard Levine
Special Counsel, Withers Bergman LLP
Doug Liptak
Co-Founder, Chief Development Officer, SignatureFD
Nathan Mazzapica
Director, Cohn Financial Group
Michael Mingolelli
Principal, Winged Keel
Eric Naison-Phillips
Principal, SALI Fund Services
Barbara Novak
Managing Director, Winged Keel Group
Jason Orlosky
Senior Investment Strategist, Stifel
Thomas Pauloski
Managing Director, Wealth Planning and Analysis, Private Client Group, Bernstein Private Wealth Management
Doug Peterson
Vice President, Prudential
Alex Popovich
Managing Director – Estate and Tax Planning, Manchester Capital Management
Greg Racz
Co-Founder and President, MGG Investment Group
Ysenia Rhodes
Director of Client Relations, SALI Fund Services
Peter Schendel
Partner, Axonic Capital LLC
Frank Seneco
President, Seneco & Associates
Vann Taylor
U.S. Business Development, GoldenTree
Cameron Vail
Director of Fund Development, SALI Fund Services
Todd Walters
Managing Member & Co-Founder, Spearhead
Rob Wilson
Vice President, Insurance Dedicated Funds, Titan Advisors
Matthew Wosk
Founder, Partner, and Chief Executive Officer, Proficio Capital Partners
Paul Yates
Vice President, Cohn Financial Group
Louis Zuckerbraun
Managing Director, Insurance, GMG Financial
Sponsors & Partners
2019 Sponsors and Partners
EVENT PARTNER:
• Sali Fund Services
GOLD SPONSOR:
• Crown Global
SILVER SPONSORS:
• Advantage Insurance
• Spearhead
• Prudential
BRONZE SPONSORS:
• Axonic Capital LLC
• Geneva Management Group
• Goldman Sachs Asset Management
• Golub Capital
• Katten Muchin Rosenman LLP
• M Financial
• MGG Investment Group
• Pacific Life
• Quantedge
• Titan Advisors
• Withers Bergman
• Zurich
LEAD MEDIA PARTNER:
• Trusts & Estates
MEDIA PARTNERS:
• Family Office Networks
• Hedge Fund Alert
• WealthManagement.com