Tue Nov 9 CST - Wed Nov 10 CST (in 15 days)
In your timezone (EDT): Tue Nov 9 9:00am - Wed Nov 10 2:00pm
W Chicago - City Center
172 W Adams St, Chicago, IL 60603, USA
Get the latest industry insights and face-to-face meetings focused on the growing PPLI and VA marketplace.
Short sharp exciting sessions with senior decision makers. More focus on the principles of PPLI and PPVA, 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 and VA experts and stay informed.
PPLI and VA attracts 200+ senior decision makers each year from the entire private placement value chain. Spanning brokers, insurance carriers, law firms, investment firms, wealth advisors and industry experts.
Hottest industry topics:
• Defining best practice in PPLI
• The latest updates on taxation policy and changes to section 7702
• Post-pandemic – predictions for the PPLI/VA marketplace
• RIAs and how to generate more value for clients
• The SMA explosion
• Carriers and their challenges
• Cryptocurrencies as the new IDF
• PPLI structuring offshore
Networking made easy
After the events of the last 18 months, reconnecting face-to-face has never been more important.
Networking is at the heart of our event. With lots of dedicated networking time and a smart matchmaking tool, it’s never been easier to start a conversation with the right person.
• 20% Brokers
• 20% Insurance Carriers
• 6% Investors
• 8% Service Providers
• 20% Wealth Advisors
• 6% Law Firms
• 20 Investment Firms
Principal, Golconda Partners, LLC
Founder & Managing Partner, Gideon Strategic Partners
Co-Founder and CEO, Legacy Capital Group
Investment Advisor Representative, Boulevard Family Wealth and Founder, Beaucoup Wealth and Insurance
CEO, AIR Asset Management
Partner, Katten Muchin Rosenman LLP
Chief Executive Officer, Finseca
Principal, Robert D. Colvin & Associate
Regional Vice President, Individual Life Division, Prudential
Founder & CEO, Diamond Wealth
Vice President, Senior Advisor, Schechter Wealth
President/Founder, Donfeld Insurance Services Corp.
Client Advisor, WealthPoint, LLC
Managing Director, Wealth Management and Strategic Partnerships, Spearhead
Managing Director and Partner, Pennington Partners & Co.
Founding Partner and Chief Investment Officer, Silverpeak Credit Partners
Director of Research, Redwood Partners
Jennifer Hamilton Macaulay
Managing Member, BHJ, LLC
President, Herman Agency, Inc.
Managing Director, Golub Capital
President, Investors Preferred Life Insurance Co.
Principal, Chief Marketing Officer, SALI Fund Services
Field Vice President, Pacific Life
Ann Marie Liotta
US Wealth Strategist / Producer, Cohn Financial Group
Principal, Winged Keel
Managing Partner, Head of Asset Management, Bridgeway Asset Management LLC
Managing Director, Wealth Planning and Analysis, Private Client Group, Bernstein Private Wealth Management
Managing Director, Portfolio Manager - Retail and High Net Worth Investment Funds, Monroe Capital LLC
Vice President, Prudential
Partner - Denver, WealthPoint, LLC
Principal Owner and Portfolio Manager, Redwood Partners
Managing Director, Wealth Advisor, Cresset Capital
Chief Operating Officer, SALI Fund Services
Vice President, Client Planning, Financial Architects Partners
Founder, Partner, and Chief Executive Officer, Proficio Capital Partners
2021 Sponsors & Partners
EVENT PARTNER AND CHAIR:
• Spearhead Strategic Partners, LLC
• Pacific Life
• SilverPeak Credit Partners
• Golub Capital
• Monroe Capital
• Lombard International
• Investors Preferred Life Insurance