Matching jurisdictions to client: Choosing between domestic and offshore. 9:15am - 10:00am PPLI&PPVA Investment management

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1 PPLI & VA FORUM, DAY 1-13/06/ Registration and light breakfast for workshop participants 8:00am - 8:30am Introduction to PPLI/PPVA: Products and benefits 8:30am - 9:15am Richard LeVine - Senior Counsel, Withers Bergman LLP Robert Amoruso - Founder & Managing Partner, Gideon Strategic Partners How to build your investment structure: challenges, key steps and consideration 8:30am - 9:15am Penn Redpath - Managing Director, Lombard Kevin Day - Business Development and Investor Relations Americas, Systematica Ownership - jurisdictions, trusts and LLCs 8:30am - 9:15am Riccardo Gambineri - Senior Vice President, Crown Global Insurance Group Alex Popovich - Managing Director Estate and Tax Planning, Manchester Capital Management Design, underwriting and economics of a policy structure 9:15am - 10:00am Rick Plate - Regional Vice President, Prudential Financial Ken Masters - Director of Life Insurance Design & Development, Pinnacle Financial Group Matching jurisdictions to client: Choosing between domestic and offshore 9:15am - 10:00am Henry Bregstein - Global Co-chair of Financial, Katten Muchin Rosenman LLP Robert Colvin - Principal, Robert D. Colvin & Associate Sale cycle, key partnerships and administration for PPLI 9:15am - 10:00am Mike Cohn - Area President, Cohn Financial Group Elizabeth Keenan - Partner & Co-Founder, Nationwide Wealth Management 10:00am - 10:30am 10:00am - 10:30am 10:00am - 10:30am Investment allocation options: alternative IDFs, VITs, and SMAs 10:30am - 11:15am Robert Dietz - Director - Wealth Strategies, Bernstein Global Wealth Management David Reynolds - Vice President, Business Development, Spearhead How to attach your Fund to an insurance carrier 10:30am - 11:15am Ysenia Rhodes - Director of Client Relations, SALI Fund Cameron Vail - Director of Fund Development, SALI Fund Integrating PPLI in a comprehensive family strategy 10:30am - 11:15am Alex Popovich - Managing Director Estate and Tax Planning, Manchester Capital Management Sam Radin - President, National Madison Group, Inc. Jennifer Hamilton Macaulay - Managing Member, BHJ, LLC Use case studies for differing client profiles 11:15am - 12:00pm Dave Valcourt - Associate Vice President, Financial Architects Partners Howard Sharfman - Senior Managing Director, NFP Insurance Solutions, NFP Corporate Aaron Hodari - Managing Director, Schechter Investment Advisors Tips for marketing IDFs - navigating solicitation and education 11:15am - 12:00pm Vann Taylor - U.S. Business Development, GoldenTree Kevin Day - Business Development and Investor Relations Americas, Systematica Carrier Selection: Domicile, Structure and Rating 11:15am - 12:00pm Ken Masters - Director of Life Insurance Design & Development, Pinnacle Financial Group Networking Lunch for Workshop 12:00pm - 12:50pm Conference Registration 12:50pm - 1:00pm

2 PPLI & VA FORUM, DAY 1-13/06/ Chairman s opening remarks 1:00pm - 1:10pm Chair: Tom Nieman - Chief Executive Officer, SALI Fund Keynote address: Driving the market - where we see and pursue growth 1:10pm - 1:40pm Michael Gordon - President and CEO, Lombard Current trends in the PPLI and PPVA market 1:40pm - 2:10pm Effect of tax legislation on PPLI and PPVA The evolving and growing investment landscape within these structures The growing guidance with respect to what is, and is not allowed under the investor control doctrine Evolution of High Net Worth and Family Office distribution Growing use of institutional applications of PPLI and PPVA domestically and internationally New parties entering the market, and innovative structures that will help continue to grow the market Eric Naison-Phillips - Principal, SALI Fund Innovation panel: New frontiers in utilizing PPLI/PPVA - Innovative use cases from industry leaders 2:10pm - 3:00pm Hear from the industry's latest Producers on how they've solved client needs utilizing PPLI and PPVA - and new approaches to doing so. Moderator: Michael Mingolelli - CEO, Pinnacle Financial Group Brian Corley - Wealth Manager, First Republic Investment Management, First Republic Matthew Phillips - Principal, Winged Keel Group Jarrett Bostwick - General Counsel, Spearhead Capital 3:00pm - 3:30pm Growing distribution: Diversification of avenues into the private placement industry and what it is adding for HNW clients 3:30pm - 4:10pm Top wire houses and Producer groups on their adoption of PPLI, how they interact with key partners and its implications for the wider market. Moderator: Robert Beauchamp - Head, Private Wealth Group, Zurich North America Gabe Schiminovich - Vice President, Technical Research and Development, M Financial Group Robert Dietz - Director - Wealth Strategies, Bernstein Global Wealth Management Jason Hudes - Managing Director, Goldman Sachs Asset Management Quickfire showcases: Innovative strategies for managing PPLI and PPVA assets to fit the investor 4:10pm - 4:50pm 4 mini presentations from Asset Managers on innovation investment strategies for PPLI clients Moderator: Jonas Katz - Chief Marketing Director, SALI Fund Rob Wilson - Vice President, Insurance Dedicated Funds, Titan Advisors Greg Racz - Co-Founder and President, MGG Investment Group Lauren Maughan - Head of Client and Business Development, Proficio Capital Partners Thomas Cordier - Managing Director, Quantedge Capital USA Creating private placement solutions for international clients 4:50pm - 5:20pm Moderator: Riccardo Gambineri - Senior Vice President, Crown Global Insurance Group Shelly Meerovitch - Director Wealth Strategies Group, Bernstein Alejandro Gil Rivero - Managing Director, SOPHÓS ADVISORS Douglas Gerrard - Financial Advisor, Provenance Wealth Advisors Keynote: Tax and the political landscape Implications of the tax plan for the PPLI-PPVA market 5:20pm - 6:00pm Examine the implications of the Tax Cuts and Jobs Act for each segment of the PPLI/PPVA value chain, for an in depth assessment of its impacts on the market - and an understanding how it will effect you. Learn about what changes to expect as the House reviews the Act, and the implications of the elections and political landscape on its final shape. Ken Kies - Managing Director, Federal Policy Group Chris Morton - SVP - Government Affairs, Association for Advanced Life Underwriting (AALU) Moderator: Henry Bregstein - Global Co-chair of Financial, Katten Muchin Rosenman LLP Chair s closing remarks and end of Day 1 6:00pm - 6:10pm Chair: Tom Nieman - Chief Executive Officer, SALI Fund Cocktail reception 6:10pm - 7:40pm

3 SCHEDULE PPLI & VA FORUM, DAY 1-13/06/ TIME MAIN CONFERENCE PPLI&PPVA INVESTMENT MANAGEMENT PRIVATE PLACEMENT FUNDAMENTALS PRIVATE PLACEMENTS TIPS FOR PRODUCERS 8:00AM 8:30am - How to build your investment structure: challenges, key steps and consideration 8:30am - Introduction to PPLI/PPVA: Products and benefits 8:30am - Ownership - jurisdictions, trusts and LLCs 9:00AM 9:15am - Matching jurisdictions to client: Choosing between domestic and offshore 9:15am - Design, underwriting and economics of a policy structure 9:15am - Sale cycle, key partnerships and administration for PPLI 10:00AM 10:00am - 10:30am - How to attach your Fund to an insurance carrier 10:00am - 10:30am - Investment allocation options: alternative IDFs, VITs, and SMAs 10:00am - 10:30am - Integrating PPLI in a comprehensive family strategy 11:00AM 11:15am - Tips for marketing IDFs - navigating solicitation and education 11:15am - Use case studies for differing client profiles 11:15am - Carrier Selection: Domicile, Structure and Rating 12:00PM 12:00pm - Networking Lunch for Workshop 12:00pm - Networking Lunch for Workshop 12:00pm - Networking Lunch for Workshop 12:00pm - Networking Lunch for Workshop 1:00PM 1:00pm - Chairman s opening remarks 1:10pm - Keynote address: Driving the market - where we see and pursue growth 1:40pm - Current trends in the PPLI and PPVA market 2:00PM 2:10pm - Innovation panel: New frontiers in utilizing PPLI/PPVA - Innovative use cases from industry leaders 3:00PM 3:00pm - 3:30pm - Growing distribution: Diversification of avenues into the private placement industry and what it is adding for HNW clients finance.knect365.com/private-placement-life-insurance-variable-annuities/

4 SCHEDULE PPLI & VA FORUM, DAY 1-13/06/ TIME MAIN CONFERENCE PPLI&PPVA INVESTMENT MANAGEMENT PRIVATE PLACEMENT FUNDAMENTALS PRIVATE PLACEMENTS TIPS FOR PRODUCERS 4:00PM 5:00PM 6:00PM 4:10pm - Quickfire showcases: Innovative strategies for managing PPLI and PPVA assets to fit the investor 4:50pm - Creating private placement solutions for international clients 5:20pm - Keynote: Tax and the political landscape Implications of the tax plan for the PPLI-PPVA market 6:00pm - Chair s closing remarks and end of Day 1 6:10pm - Cocktail reception 6:10pm - Cocktail reception 6:10pm - Cocktail reception 6:10pm - Cocktail reception finance.knect365.com/private-placement-life-insurance-variable-annuities/

5 PPLI & VA FORUM, DAY 2-14/06/ Light Breakfast 8:00am - 8:20am Chairman s opening remarks 8:20am - 8:30am Chair: Tom Nieman - Chief Executive Officer, SALI Fund Institutional investor market trends and strategies for tax efficiency: a conversation with CNBC's Ron Insana and Perry Lerner 8:30am - 9:10am Ron Insana is a contributor to CNBC and MSNBC, where he discusses the most pressing economic and market issues of the day. He also delivers The Market Scoreboard Report to radio stations around the country. Ron and Perry will discuss investment trends for institutional investors in the current market, and how PPLI can be effectively used for this group. Ron Insana - Senior Analyst & Commentator, CNBC Perry Lerner - Chairman & CEO, Crown Global Insurance Group Rapidly expanding and implementing institutional products 9:10am - 9:50am A panel of experts will discuss the growing institutional investor interest and use of private placements. Hear how IColi, Coli, Boli and GVA can be effectively utilized for this group s investment needs and tax challenges. Moderator: Thomas Wiese - Senior Managing Director - Institutional Solutions, Lombard Richard Jacobson - Managing Director, Golub Capital Michael McGonigle - Managing Director, Audax Group Knowing when to choose IDFs and SMAs for customization and investor control 9:50am - 10:30am With a growing demand for customized investment solutions, this panel will examine the pros and cons of IDFs vs SMAs for PPLI investment management, and where each can be utilized most effectively. Moderator: Virginia Klein - Senior Managing Director, Lombard Jonas Katz - Chief Marketing Director, SALI Fund James Brockway - Partner, Withers Bergman LLP Graham Fuller - Chief Investment Strategist, SignatureFD 10:30am - 10:50am Rotating roundtables 10:50am - 1:00pm Rotating roundtables Each roundtable lasts 40 minutes and is led by an expert speaker, after which delegates may move to their next choice of table. Discuss the content that matters to you in an intimate group setting. Roundtables repeat at 10:50, & Potential roundtable topics: 1. Recent regulatory developments (PBR, CSO, Fiduciary Rule) and the impact on private placement products - Douglas Peterson, Prudential & Chris Morton, AALU 2. RIA s how to engage & market PPLI to them? - Sandy Geyelin, Lombard & John Langston, Republic Capital Group 3. Policy economics: costs, fees and client transparency - Walter Keenan, Advantage Life 4. Assessing PPLI carriers: decisioning steps - Ken Master, Pinnacle 5. PPVAs benefits of the product and how to market - Mike Cohn, Cohn Financial 6. FIRPTA tax planning for international clients through PPLI - Jay Judas, Crown 7. How to utilize provisions in new Tax law to grow the PPLI business - Ann Marie Reyher, Lombard 8. Tips for identify and prospecting potential clients anatomy of a first-time sale - Trevor Hamilton, Bessemer Trust 1. Regulatory developments: Doug Peterson - Vice President, M Financial and Specialty Products, Prudential 1. Regulatory developments: Chris Morton - SVP - Government Affairs, Association for Advanced Life Underwriting (AALU) 2. RIA engagement: Sandy Geyelin - Senior Managing Director, Lombard 2. RIA engagement: John Langston - Founder and Managing Director, Republic Capital Group 3. Policy economics: Walter Keenan - Chief Executive Officer, Advantage Insurance Inc. 4. PPLI carriers: Ken Masters - Director of Life Insurance Design & Development, Pinnacle Financial Group 5. PPVA: Mike Cohn - Area President, Cohn Financial Group 6. FIRPTA: Jay Judas - Managing Director, Crown Global Insurance Group 7. New tax provisions: Ann Marie Reyher - Director, CPA, Wealth Structuring, Lombard 8. Identifying clients: Trevor Hamilton - Senior Vice President, Life Insurance Advisor, Bessemer Trust

6 PPLI & VA FORUM, DAY 2-14/06/ Networking Lunch 1:00pm - 2:00pm Chairman s closing remarks and end of conference 2:00pm - 2:05pm

7 SCHEDULE PPLI & VA FORUM, DAY 2-14/06/ TIME MAIN CONFERENCE ROTATING ROUNDTABLES 8:00AM 9:00AM 8:00am - Light Breakfast 8:20am - Chairman s opening remarks 8:30am - Institutional investor market trends and strategies for tax efficiency: a conversation with CNBC's Ron Insana and Perry Lerner 9:10am - Rapidly expanding and implementing institutional products 9:50am - Knowing when to choose IDFs and SMAs for customization and investor control 10:00AM 10:30am - 10:50am - Rotating roundtables 11:00AM 12:00PM 1:00PM 1:00pm - Networking Lunch 1:00pm - Networking Lunch 2:00PM 2:00pm - Chairman s closing remarks and end of conference 2:00pm - Chairman s closing remarks and end of conference

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