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Day 2: Main Conference
Day 2: Main Conference
Tuesday, Feb. 26, 2008
| 8:00 | Morning Registration and Coffee |
| 8:30 |
Chairpersons' Opening Remarks Michael Ryan, Director, BERENS CAPITAL MANAGEMENT Robert Beauchamp, Vice President of Marketing, AIG AMERICAN GENERAL |
| 8:40 |
Gauge PPLI's Current and Future Impact Through a Comprehensive Overview of the Insurance Industry David O'Leary, President and CEO, Specialty Markets, AIG AMERICAN GENERAL Michele Van Leer, Senior Vice President & General Manager, SUN LIFE FINANCIAL Mark Hug, Chief Marketing Officer, PRUDENTIAL |
| 9:45 |
Drive the Future of the Market: International Applications and Distribution of PPLI and PPVA Robert Hall, Director, VIE INTERNATIONAL FINANCIAL SERVICES LIMITED Jay Walker, General Counsel, LIGHTHOUSE Jay Krause, Partner, WITHERS LLP |
| 10:30 | Networking Break |
| 11:05 |
Solidify Market Understanding Through Comprehensive Q & A with Seasoned IDF Managers Christopher Dean, TEXADA CAPITAL. LLC Tim Schilt, Portfolio Manager, BERENS CAPITAL MANAGEMENT Melissa Anderson, Chief Operating Officer, MERITAGE CAPITAL, LP Michael Ripp, Partner, GIORDANI, SCHURIG, BECKETT & TACKETT, LLP Lee Lowenstein, Managing Member, LIONSTONE CAPITAL MANAGEMENT, LLC |
| 12:20 |
2008 Presidential Outlook Keynote Address
|
| 2:45 |
Surveying the Distribution Landscape for PPLI and Annuities: The Investment and Family Office Professional's Perspective Kevin McDonald, Partner, TAYLOR INVESTMENT ADVISORS Andrew Friedwald, Principal, TITAN ADVISORS Rob Rosenbaum, Senior Vice President, TREMONT GROUP Tim Tallach, Director - Wealth Advisory Practice, GENSPRING |
| 4:00 | Networking Break |
| 4:20 |
Lessons from the Field: Protecting your Clients from Diversification Failures and Investor Control Leslie Giordani, Partner, GIORDANI, SCHURIG, BECKETT & TACKETT, LLP Christine Woodhouse, General Counsel, TAYLOR INVESTMENT ADVISORS Tom Bounty, Managing Director, MASS MUTUAL FINANCIAL GROUP Moderator: Mark Lee, Associate General Counsel, AIG AMERICAN GENERAL |
| 5:05 |
Promote Integration of PPLI Through Clear Understanding of Tax and Estate Planning Principles Jim Duggan, Principal, HANDLER THAYER & DUGGAN Ed Renn, Partner, WITHERS BERGMAN LLP |
| 5:45 |
End of Conference Day 2 |
Luncheon and Keynote Speaker
