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 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
Location W Chicago - City Center
172 W Adams St, Chicago, IL 60603, USA
Region Americas
Details

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.

Who attends?
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.

Who attends?
• 20% Brokers
• 20% Insurance Carriers
• 6% Investors
• 8% Service Providers
• 20% Wealth Advisors
• 6% Law Firms
• 20 Investment Firms

Speakers

2021 Speakers

Michael Liebeskind
Principal, Golconda Partners, LLC

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

Richard Beleutz
CEO, AIR Asset Management

Henry Bregstein
Partner, Katten Muchin Rosenman LLP

Marc Cadin
Chief Executive Officer, Finseca

Robert Colvin
Principal, Robert D. Colvin & Associate

Daniel Davies
Regional Vice President, Individual Life Division, Prudential

Ronald Diamond
Founder & CEO, Diamond Wealth

Scott Diamond
Vice President, Senior Advisor, Schechter Wealth

Jon Donfeld
President/Founder, Donfeld Insurance Services Corp.

Aidan Elliott
Client Advisor, WealthPoint, LLC

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

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

Larry Herman
President, Herman Agency, Inc.

Richard Jacobson
Managing Director, Golub Capital

Alan Jahde
President, Investors Preferred Life Insurance Co.

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

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

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

Sponsors & Partners

2021 Sponsors & Partners

EVENT PARTNER AND CHAIR:
• SALI

SILVER SPONSORS:
• Prudential
• Spearhead Strategic Partners, LLC

BRONZE SPONSORS:
• Katten
• Pacific Life
• SilverPeak Credit Partners
• Golub Capital
• Monroe Capital
• Lombard International
• Investors Preferred Life Insurance