This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Private Placement Life Insurance & Variable Annuities Forum - PPLI (US)
June 10, 2025
Hotel Chicago DowntownChicago, IL
Book Now
Menu
Book
keyboard_arrow_right

Main conference

keyboard_arrow_leftSearch & Filter
search
Main conference
search
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
Importance of family governance in wider wealth planning strategies
2:45pm - 3:30pm
Structuring a PPLI/VA policy: case studies
3:30pm - 3:50pm
Afternoon Coffee & Networking Break
3:50pm - 4:40pm
IDFs vs. SMAs - what to choose?
4:40pm - 5:25pm
Fund 101: understanding the engines that support the solution
  • What advisors need to know about underlying investment
  • What do different funds do and how can they complement each other?
  • Trevor Richardson - Managing Director, O Asset Management
5:25pm - 5:35pm
Chairperson's Closing Remarks
5:35pm - 7:05pm
Networking Drinks Reception
Filter
Formats
Choose Day