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PLEASE NOTE THE 2020 AGENDA IS COMING SOON - See below for pre-conference workshops, and PPLI/VA Conference Day 1

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PLEASE NOTE THE 2020 AGENDA IS COMING SOON - See below for pre-conference workshops, and PPLI/VA Conference Day 1

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8:30am - 9:15am45 mins
PPLI/VA for investment managers: Building and marketing your product
How to build your insurance product / offerings as an investment manager: key steps
  • Henry Bregstein - Global Co-chair of Financial Services, Katten Muchin Rosenman LLP
  • Elizabeth Keenan - Partner, World Wealth Preservation
  • Louis Zuckerbraun - Managing Director, Insurance, GMG Financial
9:15am - 10:00am45 mins
PPLI/VA for investment managers: Building and marketing your product
IDFs and SMAs – key features and considerations
  • Karen Halliday - Principal, Dalkeith Group
  • Nathan Mazzapica - Director, Cohn Financial Group
  • Cameron Vail - Director of Fund Development, SALI Fund Services
10:00am - 10:30am30 mins
PPLI/VA for investment managers: Building and marketing your product
Networking coffee break
    10:30am - 11:15am45 mins
    PPLI/VA for investment managers: Building and marketing your product
    Structuring case studies for Managers: how to utilize PPLI/PPVA for HNWs, UBTI, institutional clients, or multi-family offices
    • Robert Dietz - Director - Wealth Strategies, Bernstein Global Wealth Management
    • Rob Wilson - Vice President, Insurance Dedicated Funds, Titan Advisors
    11:15am - 12:00pm45 mins
    PPLI/VA for investment managers: Building and marketing your product
    Tips for marketing IDFs – distribution challenge, navigating solicitation and educating clients
    • Jennifer Hamilton Macaulay - Managing Member, BHJ, LLC
    • Vann Taylor - U.S. Business Development, GoldenTree
    NextPLEASE NOTE THE 2020 AGENDA IS COMING SOON - See below for PPLI/VA Conference Day 2

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