Speaking Engagements

2018 M Marketing Meeting - Scottsdale, AZ - October 09, 2018

The Future of Life Insurance: A Cross Generational Point of View
Speaker: Eric Naison-Phillips

2018 M Marketing Meeting - Scottsdale, AZ - October 08, 2018

Transforming Your Organization
Speaker: Alex Tuff

2018 M Marketing Meeting - Scottsdale, AZ - October 08, 2018

Life Insurance as a Unique Asset Class
Speakers: Kenneth Masters, CFA, and Michael Mingolelli, Jr., JD

LISI PPLI Webinar - New York, NY - October 03, 2018

Inside Private Placement and the IDF Landscape: Sophisticated Planning to Optimize Net After-Tax Results
Speaker: Eric Naison-Phillips

Private Placement Life Insurance & Variable Annuities Forum - Chicago, IL - June 13, 2018

Innovation Panel: New Frontiers in Utilizing PPLI/PPVA
Speaker: Matthew Phillips

Private Placement Life Insurance & Variable Annuities Forum - Chicago, IL - June 13, 2018

Current Trends in the PPLI and PPVA Market
Speaker: Eric Naison-Phillips

2018 AICPA Engage - Las Vegas, NV - June 11, 2018

Private Placement Life Insurance as a Tax Strategy
Speaker: Eric Naison-Phillips

2018 AALU Annual Meeting - Washington D.C. - April 30, 2018

The PPLI Opportunity
Speaker: Eric Naison-Phillips

2018 National Advisors Conference (NAC) - Dana Point, CA - February 28, 2018

Why Advisors Recommend Jumbo Policies and How to Place Them
Speaker: Matthew Phillips

NYSSCPA Family Office Committee - New York, NY - February 27, 2018

Integrating Tax Efficiency into Estate Planning - U.S. and Cross Border
Speaker: Eric Naison-Phillips

LISI PPLI Webinar - New York, NY - October 13, 2017

Private Placement Life Insurance & Annuity Strategies for Wealthy Families: Trends, Challenges, and Strategies for Growth
Speaker: Eric Naison-Phillips

New Jersey ICLE Seminar - Morristown, NJ - October 10, 2017

High Investment Returns, Tax Free Income Building, Artificial Super Intelligence: Important Goals in Building and Preserving Wealth
Speaker: Eric Naison-Phillips

2017 Fall Private Placement Conference, Hosted by SALI Fund Services - New York, NY - October 04, 2017

Market Update
Speaker: Aaron Abrahms

M Marketing Meeting - Chicago, IL - September 26, 2017

From Fringe to Mainstream: The Story with PPLI
Speaker: Eric Naison-Phillips

M Marketing Meeting - Chicago, IL - September 25, 2017

Getting Your People Strategy Right
Speaker: Alex Tuff

15th Annual Private Placement Life Insurance & Variable Annuities Forum - Boston, MA - June 13, 2017

Cash Value: The Central Element Underpinning All Private Placement Contracts
Speaker: Matthew Phillips

15th Annual Private Placement Life Insurance & Variable Annuities Forum - Boston, MA - June 13, 2017

Private Placement Fundamentals: Design and Underwriting
Speaker: Rohit Dalmia

15th Annual Private Placement Life Insurance & Variable Annuities Forum - Boston, MA - June 13, 2017

Industry Overview Address: Changes, Challenges and Strategies for Growth
Speaker: Eric Naison-Phillips

MAGNASTAR Regional Advisors Meeting - New York, NY - April 25, 2017

PPVA and PPVUL Applications and Case Studies
Speaker: Eric Naison-Phillips

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

Campden's North American Family Investment Conference - Chicago, IL - May 26, 2016

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

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

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

Opal's Family Office Winter Forum - New York, NY - March 08, 2016

Insurance Dedicated Funds: How Families Invest in Hedge Funds and Other Asset Classes Tax Efficiently
Speaker: Matthew Phillips

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

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

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

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

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

Opal's Family Office Winter Forum - New York, NY - March 10, 2015

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