INVITE: 4th Annual Spearhead Southern California PPLI & PPVA Forum

The 4th Annual Spearhead Southern California PPLI & PPVA Forum is designed to gather thought leaders from across the private placement insurance ecosystem. Join Spearhead for an insightful program where you will:

1) Network with top-performing firms and some of the most influential thinkers in this marketplace, including private placement insurance carriers, RIAs & multi-family offices, alternative asset managers, insurance producers, legal professionals, and key service providers.

2) Learn from industry peers how Private Placement Life Insurance ("PPLI") and Private Placement Variable Annuity ("PPVA") solutions can play a key role in helping to facilitate the estate planning, wealth transfer, and charitable gifting goals of wealthy individuals and families, as well as expand investment optionality for a variety of institutional investors.

3) Explore how you can integrate these solutions into your business. Whether you are new to this industry - or already have an established presence - uncover how you can attract new clients and/or AUM, as well as grow and differentiate your practice using these tools.

Preliminary Forum Agenda & Sessions

Tuesday, May 12th

5:30 PM - 7:30 PM: Pre-Forum Welcome Reception at The Strand House - Manhattan Beach, CA

Wednesday, May 13th

All sessions held at the Westdrift Hotel - Manhattan Beach, CA

Morning Session

7:45 AM - 8:20 AM: Buffet Breakfast & Networking

8:20 AM - 8:30 AM: Morning Session Welcome, Spearhead

8:30 AM - 11:40 AM: [Morning Split Sessions]

Select Sessions Include:
- Starting with the Basics: Uses and Applications for PPLI & PPVA, Axcelus Financial & Financial Architects Partners
- Client Case Study: Leveraging Synthetic PPLI to Improve Client Outcomes, Golconda Partners & Investors Preferred
- Macro Trends: Examining Recent PPLI & PPVA Industry Growth and Adoption, Prudential & Winged Keel Group
- Pre-Immigration Structuring for Hong Kong UHNW: Trusts, PPLI, and the California Tax Shock, Crown Global Insurance Group
- Navigating Asset Allocation and Alternative Investments within SMAs, Gideon Strategic Partners & Lincoln Financial
- From the Experts: How the Industry Got Here - and Where It's Going, M Financial Group & Pacific Life
- SMA Programs: Innovation in Today's Marketplace, J.P. Morgan Private Bank & Spearhead Administrative Services
- Yield in Focus: Income Driven IDFs, Ballast Rock Asset Management, Bay Point Advisors, FIG Capital Investments, & Freedom 3 Capital
- Client Case Study: PPLI Structuring for the Single Family Office, Wealthpoint
- What's Next: The New Wave of IDFs, Bow River Capital, Diametric Capital, Northern Trust, & OAM Quant

11:40 AM - 12:00 PM: Afternoon Session Registration & Networking

Afternoon Session

12:00 PM - 1:00 PM: Buffet Lunch & Investor Roundtables

1:00 PM - 1:05 PM: Afternoon Session Welcome, Spearhead

1:10 PM - 3:30 PM: [Afternoon Main Session]

Select Sessions Include:
- Fireside Chat: An Update from Washington, FINSECA & Spearhead
- The IDF Playbook: Strategies from the Front Lines, Eli Circle Capital, GSRM Capital Management, Neuberger, & Verition Fund Management
- Ask the RIA Experts: Best Practices for SMA Programs, Cerity Partners, Corient, Cresset Capital, Provenio Capital, & Spearhead
- Battle at the Beach: A "Winner Take All" Debate on PPLI & PPVA, Golconda Partners, Kirkland & Ellis, & Life Insurance Strategies Group

3:30 PM - 4:30 PM: Networking Reception