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Event Date |
Tue Sep 22 CDT - Wed Sep 23 CDT (about 4 years ago)
In your timezone (EST): Tue Sep 22 3:00pm - Wed Sep 23 5:40pm |
Location | Virtual event |
Region | Americas |
Hear the latest market developments and investment case studies from industry leaders and PPLI clients. Live and on demand. All delivered digitally, direct to your device. All for free.
2020 Speakers
Robert Amoruso
Founder & Managing Partner, Gideon Strategic Partners
Robert Beauchamp
Head, Private Wealth Group, Zurich North America
Henry Bregstein
Global Co-chair of Financial Services, Katten Muchin Rosenman LLP
Marc Cadin
Chief Executive Officer, AALU
Christopher Calise
President & CFO, Crown Global
Robert Colvin
Principal, Robert D. Colvin & Associate
Daniel Davies
Regional Vice President, Private Placement Solutions, Prudential
Scott Diamond
President, Roxbury Consultants
Robert Dietz
Director - Wealth Strategies, Bernstein Global Wealth Management
Grayson Dufrene
Managing Director, Vie International
Ken Foley
Managing Director, Wealth Management and Strategic Partnerships, Spearhead
Christopher Geczy
Academic Director, Wharton Wealth Management Initiative, The Wharton School, Founder, Forefront Analytics
Sandy Geyelin
Senior Managing Director, Lombard International
Larry Herman
President, Herman Agency, Inc.
Richard Jacobson
Managing Director, Golub Capital
Jonas Katz
Principal, Chief Marketing Officer, SALI Fund Services
Michael Liebeskind
Principal, Golconda Partners, LLC
David O'Leary
Senior Vice President, Rockefeller Capital Management
Doug Peterson
Vice President, Prudential
Richard Roche
Managing Director, Little Harbor Advisors, LLC
Cameron Vail
Chief Operating Officer, SALI Fund Services
Matthew Wosk
Founder, Partner, and Chief Executive Officer, Proficio Capital Partners
Louis Zuckerbraun
Managing Director, Insurance, GMG Financial
2020 Partners & Sponsors
EVENT PARTNER
• Sali Fund Services
GOLD SPONSORS
• Prudential
• Crown Global Insurance
• Katten Muchin Rosenman LLP
SILVER SPONSORS
• Geneva Management Group
• Spearhead
LEAD MEDIA PARTNER
• Trusts & Estates