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November 9-10, 2021
W Chicago City Center

Investment management

Understand how to structure funds for private placement assets, and how to be effective in the market place.

Who's it for?

Designed especially for those managing PPLI/PPVA assets and evaluating the investor opportunities it brings.

Hear how leading Funds have established and marketed their IDFs and SMAs, to how choose and onboard your carrier, and how to meet the need of a range of investors.

What will you learn?

  • How to build your investment structure – SMAs and IDFs
  • Matching fund jurisdictions to your client
  • Choosing your carrier, and policy administration
  • Tips for marketing IDFs