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Now in its third year, the Spearhead Art Basel PPLI & PPVA Forum has become one of the premier gatherings for the private placement community. This year’s Forum will once again combine strategic insights, practical strategies, and valuable networking opportunities across two days. Join us to:

Connect with leaders across the ecosystem. Network with RIAs, family offices, private placement insurance carriers, asset managers, attorneys, producers, and service providers who are driving innovation and collaboration in this space.

Learn how PPLI and PPVA are shaping advanced planning. Discover how these tools are helping wealthy families achieve estate planning, wealth transfer, and charitable gifting goals, while also expanding opportunities for institutional investors.

Explore how to integrate private placement solutions into your business. Whether you are just beginning to explore PPLI and PPVA or already have an established presence, uncover how these strategies can help you grow, differentiate, and deliver more for your clients.

A detailed agenda will be released soon. In the meantime, save your seat at this invite-only event and join us for what promises to be the most impactful Forum yet.

 

Please note that registration for the 3rd Annual Spearhead Art Basel PPLI & PPVA Forum is CLOSED.

If you would like to join the event Wait List, please email marketing@spearheadadmin.com.

Date and Time:

Tuesday, December 2nd, 2025

Pre-Forum Golf Outing & Luncheon

8:30 AM - 2:30 PM

Pre-Forum Welcome Reception

5:30 PM - 7:30 PM

Wednesday, December 3rd, 2025

3rd Annual Spearhead Art Basel PPLI & PPVA Forum

8:30 AM - 4:30 PM

 

 

Preliminary Forum Agenda & Sessions

Tuesday, December 2nd

8:30 AM - 2:30 PM: Pre-Forum Golf Outing & Luncheon (Miami Beach Golf Club, Miami Beach)

5:30 PM- 7:30 PM: Pre-Forum Welcome Reception (Kimpton EPIC Hotel, Miami)

Wednesday, December 3rd

8:30 AM - 11:40 AM: 3rd Annual Spearhead Art Basel PPLI & PPVA Forum Morning Session (Kimpton EPIC Hotel, Miami)

  • Select Workshops Include:
    • PPLI Primer and the 5 Most Common PPLI Misconceptions, Wealthpoint
    • Advanced Strategies using PPLI & PPVA, Axcelus Financial & Corient
    • Navigating Asset Allocation and Alternative Investments within SMAs, Gideon Strategic Partners & Prudential
    • PPLI & PPVA Planning for Non-US and Cross-Jurisdictional Clients, Crown Global Insurance Group
    • Client Case Study: Leveraging Synthetic PPLI to Improve Client Outcomes, Arta Finance & Investors Preferred
    • Macro Trends: Examining Recent PPLI & PPVA Industry Growth and Adoption, M Financial, Pacific Life, & Winged Keel Group
    • Institutional Investor Applications for Private Placement using ICOLI, COLI, and BOLI, NFP, an AON Company
    • SMA Programs & IDFs: Choosing the Right Structure, Donfeld Insurance Services Corp., Eli Circle Capital, & Spearhead Administrative Services
    • Intergenerational Planning with PPLI, Golconda Partners & Lincoln Financial
    • From the Experts: Phases of a PPLI Transaction, TBA

11:50 AM - 12:50 PM: IDF Manager Roundtables & Networking Lunch (Kimpton EPIC Hotel, Miami)

1:00 PM - 3:30 PM: 3rd Annual Spearhead Art Basel PPLI & PPVA Forum Afternoon Session (Kimpton EPIC Hotel, Miami)

  • Select Sessions Include:
    • Single Family Office Perspectives on PPLI & PPVA, TBA
    • Innovators in Alternatives: Redefining the Insurance Dedicated Fund Space, ADAR1 Capital Management, Bay Point Advisors, Freedom 3 Capital, & Verition Capital Management
    • RIA Playbook: Strategies for Scaling Custom SMA Programs, BNY Wealth, Provenio Capital, Rockefeller Capital Management, & Running Point Capital Advisors 
    • Next-Generation Estate Planning: The Evolving Role of Private Placement Solutions, Battery Global Advisors, Cresset Capital, Kirkland & Ellis, Nutter, McClennen & Fish, LLP, & Sage Mountain Advisors

3:30 PM - 4:30 PM: Networking Reception (Kimpton EPIC Hotel, Miami)

 

Forum Location

Kimpton EPIC Hotel, 270 Biscayne Blvd Way, Miami, FL 33131

**Please note - this is an Invite Only event**

For professional use only, not to be used with the general public. Schedule and/or session and presenter topics subject to change.

About Spearhead
__________________________

Spearhead Administrative Services (“SAS”), LLC is a premier administrator within Private Placement Life Insurance markets. Its platform provides Investment Managers a robust and cost-efficient investment chassis that is compliant for both Private Placement Life Insurance (“PPLI”) and Private Placement Variable Annuity (“PPVA”) contracts, which allows them to deliver bespoke investment solutions to their clients. SAS currently administers both SMA and IDF structures through the largest onshore and offshore life insurance companies in the Private Placement Life Insurance marketplace. SAS is headquartered in Greenville, DE.

 All securities offered through Leaders Group, Inc., Member FINRA/SIPC. Advisory Services are offered through Spearhead Administrative Services, LLC.

 
Contact
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Dave Reynolds
Chief Marketing Officer, Spearhead 
P: 855.615.5318 ext. 103
E: dreynolds@spearheadadmin.com