Speaking Engagements

New York State Bar Association 13th Annual International Estate Planning Institute - New York, NY - March 23, 2017

Introduction to Private Placement Life Insurance (PPLI)
Speaker: Michael Liebeskind

ABA Section of Real Property Trust & Estate Law - Webinar - March 21, 2017

Private Placement Life Insurance: What is it? Who does it benefit? How can advisors plan with it domestically?
Speaker: Michael Liebeskind

Houston Business and Estate Planning Council - Houston, TX - November 17, 2016

Introduction to Private Placement Variable Annuity (PPVA) and Private Placement Variable Universal Life (PPVUL) Investment Accounts
Speaker: Aaron Abrahms

The University of Connecticut School of Law, Trust & Estates Class - Hartford, CT - October 19, 2016

Estate and Gift Tax: Introduction to Life Insurance
Speaker: Aaron Abrahms

The North American Family Investment Conference (Presented by Campden Wealth) - Chicago, IL - May 25 - May 27, 2016

Improving the Tax Efficiency of Alternatives Portfolios to Generate Persistent and Repeatable Structural Alpha
Speaker: Aaron Abrahms

14th Annual Private Placement Life Insurance & Variable Annuities Forum - Boston, MA - May 17, 2016

Industry Overview: State of the Private Placement Industry | Workshops
Speakers: Michael B. Liebeskind, Eric Naison-Phillips, Barbara Novak

J.P. Morgan 2016 Hedge Fund CFO Roundtable-San Francisco, CA- May 05,2016 - May 05, 2016

J.P. Morgan 2016 Hedge Fund CFO Roundtable
Speaker: Eric Naison-Phillips

OPAL Family Office Winter Forum 2016: Insurance Dedicated Funds: How Families Invest in Hedge Funds and Other Asset Classes Tax Efficiently-March 08, 2016 - March 08, 2016

OPAL Family Office Winter Forum 2016
Speaker: Matt Phillips

2015 M Marketing Meeting - Scottsdale, AZ - October 06, 2015

Diversity Overview: A View to the Future
Speaker: Campbell Gerrish

NYSSCPA Breakfast: Tax-Efficient Investing - How Ultra-Affluent U.S. Tax Payers Are Positioning Their Assets in the Current Tax Environment - New York, NY - June 24, 2015

NYSSCPA Breakfast: Tax-Efficient Investing
Speakers: Michael Liebeskind, Aaron Abrahms

13th Annual Private Placement Life Insurance & Variable Annuities Forum - Boston, MA - June 16, 2015

Industry Overview: State of the Private Placement Industry | Workshops
Speakers: Michael B. Liebeskind, Aaron Abrahms, Barbara Novak

The Yale Club - New York, NY - June 01, 2015

A Recent Transaction Utilizing a Private Placement Variable Annuity
Speaker: Matthew H. Phillips

Life Insurance Investment Solutions for HNWI (Presented by IIR & IBC Finance) - London, England - May 21, 2015

Comparison of Insurance Solutions
Speaker: Michael Liebeskind

2015 AALU Annual Meeting - Washington D.C. - May 03, 2015

From Innovation to Opportunity (click here to watch a video of Campbell's vision for the industry in 2020)
Speaker: Campbell Gerrish

2015 FOA Spring Global Summit - Rye, NY - April 08, 2015

Alternatives Investing for Growth & Tax Efficiency: How Families Can Maximize a Charitable Legacy for Generations
Speaker: Aaron Abrahms

Credit Suisse Prime Services Hedge Fund Leadership Conference - Orlando, FL - March 12, 2015

Tax Break - Executing Efficient Tax Structures and Private Placement Products
Speaker: Michael Liebeskind

Family Office Winter Forum (Presented by Opal Financial Group) - New York, NY - March 10, 2015

Tax Efficient Investing: How Ultra-Affluent Families Utilize Private Placement Insurance Solutions
Speaker: Aaron Abrahms

2014 M Marketing Meeting - Chicago, IL - October 28, 2014

Charitable Planning
Speaker: Eric Naison-Phillips

Family Office & Private Wealth Management Forum (Presented by Opal Financial Group) - Newport, RI - July 22, 2014

Tax Efficient Investing: How Ultra-Affluent Families Utilize Private Placement Insurance Structures
Speaker: Aaron Abrahms

The North American Family Investment Conference (Presented by Campden Wealth) - Chicago, IL - June 24, 2014

Using Private Placement Life Insurance (PPLI) to Enhance the After-Tax Yield of Your Investment Portfolio
Speaker: Michael B. Liebeskind

The Wealthy Family's Forum (Presented by IMI) - Greenwich, CT - June 12, 2014

Tax Efficient Insurance Structures for Families
Speaker: Aaron Abrahms

12th Annual Private Placement Life Insurance & Variable Annuities Forum - Boston, MA - June 03, 2014

State of the Private Placement Industry | Workshops
Speakers: Michael B. Liebeskind, Eric Naison-Phillips, Aaron Abrahms

19th Annual NEPC Client Conference - May 14, 2014

Private Placement Variable Annuity (PPVA) and Private Placement Variable Universal Life (PPVUL) Insurance Overview
Speaker: Aaron Abrahms

Family Office & Private Wealth Management Forum (Presented by Opal Financial Group) - New York, NY - March 12, 2014

Tax Efficient Investing: How Ultra-Affluent Families Utilize Private Placement Insurance Structures
Speaker: Aaron Abrahms