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 1 EDT - Thu Jun 2 EDT (in 4 months)
Region All
Details

Get the latest industry insights and face-to-face meetings focused on the growing PPLI/VA marketplace.

Short sharp exciting sessions with senior decision makers. More focus on the principles of PPLI/VA, structuring and using IDFs vs SMAs. Exchange business cards with attendees and have those business-critical meetings.

There’s no better place to meet PPLI/VA experts and stay informed.

Who attends?
• Come to PPLI/VA to meet 200+ senior decision makers.
• Spanning brokers, insurance carriers, law firms, investment firms, wealth advisors and industry experts.

Speakers

2021 Past Speakers

Michael Liebeskind
Principal, Golconda Partners, LLC

Andrew Aiello
Partner, Boulevard Family Wealth

Robert Amoruso
Founder & Managing Partner, Gideon Strategic Partners

Richard Baer
Co-Founder and CEO, Legacy Capital Group

Catrina Beauchamp
Investment Advisor Representative, Boulevard Family Wealth and Founder, Beaucoup Wealth and Insurance

Robert Beauchamp
Head of Private Wealth Group, Zurich Global Life North America

Richard Beleutz
CEO, AIR Asset Management

Henry Bregstein
Partner, Katten Muchin Rosenman LLP

Marc Cadin
Chief Executive Officer, Finseca

Ross Cohen
Wealth Advisor,Bartlett Wealth Management

Robert Colvin
Principal, Robert D. Colvin & Associate

Daniel Davies
Regional Vice President, Private Placement Life Insurance Solutions, Prudential

Ronald Diamond
Founder & CEO, Diamond Wealth

Scott Diamond
President, Roxbury Consultants

Jon Donfeld
President/Founder, Donfeld Insurance Services Corp.

Aidan Elliott
Client Advisor, WealthPoint, LLC

Ken Foley
Managing Director, Wealth Management and Strategic Partnerships, Spearhead

Sandy Geyelin
Senior Managing Director, Lombard International

Edward Goldstein
Managing Director and Partner, Pennington Partners & Co.

Adam Hagfors
Founding Partner and Chief Investment Officer, Silverpeak Credit Partners

Scott Hallermann
Director of Research, Redwood Partners

Jennifer Hamilton Macaulay
Managing Member, BHJ, LLC

Blake Harper
Managing Partner and CIO, Orchard Capital Management

Larry Herman
President, Herman Agency, Inc.

Richard Jacobson
Managing Director, Golub Capital

Jonas Katz
Principal, Chief Marketing Officer, SALI Fund Services

Brian Koonce
Field Vice President, Pacific Life

Ann Marie Liotta
US Wealth Strategist / Producer, Cohn Financial Group

Ken Masters
Principal, Winged Keel

Tommy Mayes
President, Investors Preferred Life Insurance Co.

Jason Orlosky
Managing Partner, Head of Asset Management, Bridgeway Asset Management LLC

Thomas Pauloski
Managing Director, Wealth Planning and Analysis, Private Client Group, Bernstein Private Wealth Management

Aaron Peck
Managing Director, Portfolio Manager - Retail and High Net Worth Investment Funds, Monroe Capital LLC

Doug Peterson
Vice President, Prudential

Ben Rainey
Partner - Denver, WealthPoint, LLC

Dave Reynolds
Director, Spearhead

Ralph Sesso
Principal Owner and Portfolio Manager, Redwood Partners

Sarah Simon
Managing Director, Wealth Advisor, Cresset Capital

Cameron Vail
Chief Operating Officer, SALI Fund Services

Dave Valcourt
Vice President, Client Planning, Financial Architects Partners

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