Private Placement Life Insurance & Variable Annuities Forum (US) 2018 | Knect365 Informa Business | 13 June 2018 | Hyatt Centric Chicago Magnificent Mile, 633 N St Clair St, Chicago, IL 60611, US

225+ attendees. 60+ expert speakers. 1 meeting place.
The only event that brings together the entire private placement value chain. Hear the latest developments and use cases from industry leaders and PPLI clients. The new PPLI&VA program focuses on tailoring products and services to a diversifying client base. Hear about innovative use case studies, the growing institutional trend and much more.

With new round table discussions and interactive networking opportunities in 2018 - you can personalize the agenda to your needs, while meeting the people who matter to you.

2018 Speakers:

Robert Amoruso
Founder & Managing Partner At Gideon Strategic Partners

Robert Beauchamp
Head, Private Wealth Group At Zurich North America

Jarrett Bostwick
General Counsel At Spearhead Capital

Henry Bregstein
Global Co-chair Of Financial

James Brockway
Partner At Withers Bergman LLP

Mike Cohn
Area President At Cohn Financial Group

Robert Colvin
Principal At Robert D. Colvin & Associate

Thomas Cordier
Managing Director At Quantedge Capital USA

Brian Corley
Wealth Manager, First Republic Investment Management At First Republic

Kevin Day
Business Development And Investor Relations – Americas At Systematica

Edward Devine
International Fiduciary And Wealth Planning At Brown Brothers Harriman

Robert Dietz
Director - Wealth Strategies At Bernstein Global Wealth Management

Graham Fuller
Chief Investment Strategist At Signaturefd

Riccardo Gambineri
Senior Vice President At Crown Global Insurance Group

Douglas Gerrard
Financial Advisor At Provenance Wealth Advisors

Sandy Geyelin
Senior Managing Director At Lombard International

Michael Gordon
President And CEO At Lombard International

Kara Gula
Investor Relations And Marketing At Third Point LLC

Trevor Hamilton
Senior Vice President, Life Insurance Advisor At Bessemer Trust

Jennifer Hamilton Macaulay
Managing Member At Bhj, LLC

Aaron Hodari
Director Of Research At Schechter Investment Advisors

Jason Hudes
Managing Director At Goldman Sachs Asset Management

Ron Insana
Senior Analyst & Commentator At CNBC

Richard Jacobson
Managing Director At Golub Capital

Jay Judas
Managing Director At Crown Global Insurance Group

Jonas Katz
Chief Marketing Director At Sali Fund Services

Elizabeth Keenan
Partner & Co-founder At Nationwide Wealth Management

Walter Keenan
Chief Executive Officer At Advantage Insurance Inc.

Ken Kies
Managing Director At Federal Policy Group

Virginia Klein
Senior Managing Director At Lombard International

John Langston
Founder And Managing Director At Republic Capital Group

Perry Lerner
Chairman & Ceo At Crown Global Insurance Group

Richard Levine
Senior Counsel At Withers Bergman LLP

Ken Masters
Director Of Life Insurance Design & Development At Pinnacle Financial Group

Lauren Maughan
Head Of Client And Business Development At Proficio Capital Partners

Michael Mcgonigle
Managing Director At Audax Group

Shelly Meerovitch
Director—Wealth Strategies Group At Bernstein

Michael Mingolelli
CEO At Pinnacle Financial Group

Chris Morton
SVP- Government Affairs At Association For Advanced Life Underwriting (AALU)

Eric Naison-phillips
Principal At Sali Fund Services

Tom Nieman
Chief Executive Officer At Sali Fund Services

Doug Peterson
Vice President, M Financial And Specialty Products At Prudential

Matthew Phillips
Principal At Winged Keel Group

Kenneth Pierce
Managing Principal At Vanbridge LLC

Rick Plate
Regional Vice President At Prudential Financial

Alex Popovich
Managing Director – Estate And Tax Planning At Manchester Capital Management

Greg Racz
Co-founder And President At Mgg Investment Group

Sam Radin
President At National Madison Group, Inc.

Penn Redpath
Managing Director At Lombard International

Ann Marie Reyher
Director, CPA, Wealth Structuring Services At Lombard International

David Reynolds
Vice President, Business Development At Spearhead

Ysenia Rhodes
Director Of Client Relations At Sali Fund Services

Alejandro Gil Rivero
Managing Director At Sophós Advisors

Gabe Schiminovich
Vice President, Technical Research And Development At M Financial Group

Howard Sharfman
Senior Managing Director, Nfp Insurance Solutions At NFP Corporate Services

Vann Taylor
U.S. Business Development At Goldentree

Cameron Vail
Director Of Fund Development At Sali Fund Services

Dave Valcourt
Associate Vice President At Financial Architects Partners

Todd Walters
Ceo At Spearhead Capital

Thomas Wiese
Senior Managing Director - Institutional Solutions At Lombard International

Rob Wilson
Vice President, Insurance Dedicated Funds At Titan Advisors

2017 Speakers:

Aaron Hodari
Managing Director, Schechter Wealth

Sam Radin
President, National Madison Group, Inc.

John Dunnigan
Vice President, Investment Management, Goldman Sachs Asset Management

Laurie Katz
Partner – U.S. Business Development, GoldenTree Asset Management

Dave Valcourt
Associate Vice President, Financial Architects Partners

Rohit Dalmia
Principal, Winged Keel Group

James Brockway
Partner, Withers Bergman LLP

Richard LeVine
Senior Counsel, Withers Bergman LLP

Matthew Phillips
Principal, Winged Keel Group

Henry Bregstein
Global Co-Chair, Financial Services, Katten Muchin Rosenman LLP

Sandy Geyelin
Senior Managing Director, Lombard International

Riccardo Gambineri
Senior Vice President, Crown Global Insurance Group

Richard Baer
Co-Founder and CEO, Legacy Capital Group

Pam Ziegler
Principal, Chief Operating Officer, Cohn Financial Group

Louis Zuckerbraun
Managing Director, Insurance, Geneva Management Group

Steve Horowitz
Co-Managing Partner, Horowitz & Rubenstein

Michael Gordon
President and CEO, Lombard International

Eric Naison-Phillips
Principal, SALI Fund Services

Virginia Klein
Senior Managing Director, Lombard International

Kevin Day
Business Development and Investor Relations – Americas, Systematica

Tyler Powell
Associate, York Capital

Kara Gula
Director, Third Point

Kevin Sullivan
Chief Administrative Officer, MidOcean Credit Partners

Todd Walters
CEO, Spearhead Capital

Alan Jahde
President, Investors Preferred Life Insurance Company

Tom Nieman
Principal, SALI Fund Services

2018 Sponsors:

PLATINUM:
• Lombard International

EVENT PARTNER & CHAIR:
• SALI Fund Services

GOLD:
• CrownGlobal Insurance

SILVER:
• M Financial
• Prudential
• Zurich

BRONZE:
• Advantage Life
• Goldman, Sachs & Co
• Golub Capital
• Katten Muchin Rosenman LLP
• Spearhead
• Withers Bergman LLP

MEDIA:
• Eprivateclient
• IFC Media
• WealthManagement