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Private Placement Life Insurance & Variable Annuities Forum - PPLI (US)
June 10, 2025
Hotel Chicago DowntownChicago, IL
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Showing 1 of 1 Streams
8:45am - 9:20am
Registration & Networking
9:20am - 9:30am
Chairperson's Opening Remarks
9:30am - 10:05am
Global developments and trends in the PPLI and PPVA market
10:05am - 10:50am
Who’s involved? – Outlining the players in the policy
10:50am - 11:20am
Morning Coffee & Networking Break
11:20am - 12:05pm
Utilizing PPLI structures in cross-border planning
12:05pm - 12:50pm
Team player – using PPLI in conjunction with other structures
  • How PPLI policies can work with other structures in an overall wealth management strategy
    • E.g. trusts, family offices, offshore companies
  • How to hold PPLI – what are the different ways you can own it?
  • Case study: Trust holding a PPLI
12:50pm - 2:00pm
Networking Lunch
2:00pm - 2:45pm
Governance before structure: The missing link in wealth planning
2:45pm - 3:00pm
PPLI and investment management: a quantitative approach
  • Exploring a quantitative strategy a approach to investment management
  • Why and how this is ideally suited for PPLI/PPVA policies
  • Trevor Richardson - Managing Director, O Asset Management
3:00pm - 3:20pm
Afternoon Coffee & Networking Break
3:20pm - 4:05pm
Structuring a PPLI/VA policy: case studies
4:05pm - 4:55pm
IDFs vs. SMAs - what to choose?
4:55pm - 5:00pm
Chairperson's Closing Remarks
5:00pm - 6:30pm
Networking Drinks Reception
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