Private Placement Life Insurance & Variable Annuities Forum - PPLI (US) 2021 | Informa Connect | 9 November 2021 | 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
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| Event Date |
Tue Nov 9 CST - Wed Nov 10 CST (over 3 years ago)
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