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Private Placement Life Insurance & Variable Annuities Forum - PPLI (US)
November 19, 2026
The Diplomat Beach Resort HollywoodMiami, FL

David Wertentheil
Chief Executive Officer, Partner at Worth Venture Partners
Speaker

Profile

David Wertentheil is CEO and a Partner at Worth Venture Partners, overseeing manager sourcing, compliance, and investor relations, bringing strategic leadership and operational excellence to the firm. His professional journey is marked by significant roles, including Managing Director at Lazard Capital Markets, where he led the Prime Services division, and at RBC Capital Markets as the Head of Sales for Global Prime Services. Additionally, David co-founded the Risk Arbitrage Trading Desk at NextGen Trading LLC and played a pivotal role in electronic trading at Carlin Financial. His academic credentials are highlighted by a Bachelor of Talmudic Law from Neveh Zion College of Judaic Studies in Telshe Stone, Israel.

David Wertentheil's Network

Agenda Sessions

  • Opening the Door of Investment Opportunities

    4:05pm