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The 3rd 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.

Date and Time:

Pre-Forum Welcome Reception

Tuesday

May 13th, 2025

5:30 PM - 7:30 PM

3rd Annual Spearhead Southern California PPLI & PPVA Forum

Wednesday

May 14th, 2025

8:20 AM - 4:00 PM

 

 

Preliminary Forum Agenda & Sessions

Tuesday, May 13th

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

Wednesday, May 14th

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 

  • Presenter: Dave Reynolds, CFP®, CLU, Chief Marketing Officer at Spearhead Administrative Services

8:35 AM - 9:15 AM:  [Split Sessions]

Setting the Stage: PPLI Overview, Key Growth Drivers, & Case Studies [Shoreacre 1 & 2 Ballroom]

  • Presenter: Ben Rainey, Partner at Wealthpoint

Blending Investments with Insurance Design: Asset Allocation within PPLI [Shoreacre 3 Ballroom]

  • Presenters: Daniel Davies, CLU®, FLMI, Regional Vice President, Private Placement Solutions at Prudential, Kevin Murphy, Co-Founder & Chief Executive Officer, Provenio Capital, & Ben Durrant, Co-Founder and Chief Investment Officer, Provenio Capital

9:20 AM - 10:00 AM [Split Sessions]

Planning with Offshore and Onshore PPLI [Shoreacre 1 & 2 Ballroom]

  • Presenter: Riccardo Gambineri, LL.M., PPgD PWA, TEP,  President, HNW & Family Office at Crown Global Insurance Group

My 3 Big Ideas for PPLI & PPVA [Shoreacre 3 Ballroom]

  • Presenter: Travis Burke, TEP, CFP®, Senior Managing Director, US & Bermuda at Axcelus Financial

10:05 AM - 10:45 AM [Split Sessions]

Planning Applications using PPVA and Synthetic PPLI [Shoreacre 1 & 2 Ballroom]

  • Presenter: Anthony Stanek, Senior Managing Director, Business Development & Marketing at Investors Preferred

PPLI: Harnessing the Power of Underwriting to Improve Client Outcomes [Shoreacre 3 Ballroom]

  • Presenters: Sarah Goodwin, Director, Life Underwriting, M Distribution at Pacific Life & Dennis McMahan, Market Intelligence Director at M Financial Group, and 

10:50 AM - 11:30 AM [Split Sessions]

Institutional Investor Applications for Private Placement - COLI, BOLI, & ICOLI [Shoreacre 1 & 2 Ballroom]

  • Presenter: Sean Devlin, Senior Vice President of Executive Benefits & Vince Jenkins, Senior Vice President of Executive Benefits at NFP, an AON Company

Into the Great Wide Open: SMA Programs for PPLI & PPVA [Shoreacre 3 Ballroom]

  • Presenter: Ken Foley, Chief Executive Officer at Spearhead Administrative Services

11:30 AM - 12:00 PM: Afternoon Session Registration & Networking

Afternoon Session

12:00 PM - 12:50 PM: Buffet Lunch & Investor Roundtables

12:50 PM - 1:00 PM: Afternoon Session Welcome 

  • Presenter: Dave Reynolds, CFP®, CLU, Chief Marketing Officer at Spearhead Administrative Services

1:00 PM - 1:35 PM: RIA Panel: Keys to Building a Successful SMA Program

  • Moderator: Ken Foley, Chief Executive Officer at Spearhead Administrative Services

  • Panelists:
    • Damien Bisserier, Managing Partner, Co-CIO at Evoke Advisors
    • Michael Ashley Schulman, CFA, Partner & Chief Investment Officer at Running Point Capital Advisors
    • Robert D. Amoruso, Chief Executive Officer & Managing Partner at Gideon Strategic Partners
    • Samita Malik, Chief Insurance & Estate Planning Officer at Arta Finance

1:40 PM - 2:15 PM: Alternative Asset Manager Panel: The New Frontier for Insurance Dedicated Funds

  • Moderator: Dave Reynolds, CFP®, CLU, Chief Marketing Officer at Spearhead Administrative Services

  • Panelists:
    • Ben Lieberman, Managing Director, Global Strategic Risk Management
    • Brett Fowler, Managing Director, Apollo Global Management, Inc.
    • Fred Buffone, Partner at Freedom 3 Capital
    • Josh Chmara, Senior Vice President at Neuberger Berman 

2:15 PM - 2:25 PM: Refreshment Break

2:25 PM - 3:00 PM: Estate Planning Panel: Planning Considerations for Private Placement Insurance

  • Moderator: Travis Burke, TEP, CFP®, Managing Director, US & Bermuda at Axcelus Financial

  • Panelists:
    • Bruce Gelman, Partner, Tax Group at Kirkland & Ellis
    • Jay Judas, Chief Executive Officer at Life Insurance Strategies Group
    • Megan L. Jones, Shareholder, VedderPrice
    • Robert E. Strauss, Esq., Shareholder/Director at Weinstock Manion

3:00 pm - 4:00 PM: Post-Forum Cocktail Reception & Networking

*Note: Specific topics and presenter details subject to change

 

Forum Location

Westdrift Hotel, 1400 Parkview Ave, Manhattan Beach, CA 90266

Complimentary hotel valet will be provided to all Forum guests day-of-event

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

For professional use only, not to be used with the general public.