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Private Placement Life Insurance & Variable Annuities Forum - PPLI (US)
Date and Venue TBC

Perry Lerner
Chairman & CEO at Crown Global Insurance Group
Speaker

Profile

Perry Lerner is the co-founder of Crown Global and is focused on the company’s strategic planning, product development and institutional relationships.

Prior to founding Crown Global, Mr. Lerner was a managing director of CPW Capital, LLC and Crown Capital Group, LLC, private equity investment firms. He was also one of the founding members of Fresh Direct, LLC. Before that, Mr. Lerner was a leading tax partner at O’Melveny & Myers LP in New York, London and Los Angeles. He is a member of STEP and has many years of experience advising high net worth families and businesses on international tax planning matters. Mr. Lerner also worked as attorney advisor in the Office of International Tax Counsel of the U.S. Treasury Department.

Mr. Lerner is a member of the Board of Visitors and Governors of St. Johns College (Annapolis and Santa Fe); Board of Trustees Claremont McKenna College, and Director of Boss Holdings, Inc. Mr. Lerner received his Bachelor of Arts degree from Claremont McKenna College and his JD from Harvard Law School.

Agenda Sessions

  • PPLI state of the union: Current trends and new developments in the PPLI and PPVA market

    9:10am