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New York State Society of CPAs


Tax-Efficient Investing: How Ultra-Affluent U.S. Taxpayers Are Positioning Their Assets in the Current Tax Environment
Speakers: Michael B. Liebeskind, Aaron Abrahms
New York, NY – June 24, 2015

13th Annual Private Placement Life Insurance & Variable Annuities Forum


Industry Overview: State of the Private Placement Industry | Workshops
Speakers: Michael B. Liebeskind, Aaron Abrahms, Barbara Novak
Boston, MA – June 16, 2015

The Yale Club


A Recent Transaction Utilizing a Private Placement Variable Annuity
Speaker: Matthew H. Phillips
New York, NY – June 01, 2015

Life Insurance Investment Solutions for HNWI (Presented by IIR & IBC Finance)


Comparison of Insurance Solutions
Speaker: Michael B. Liebeskind
London, England – May 21, 2015

2015 AALU Annual Meeting


From Innovation to Opportunity (click here to watch a video of Campbell’s vision for the industry in 2020)
Speaker: Campbell Gerrish
Washington D.C. – May 03, 2015

2015 FOA Spring Global Summit


Alternatives Investing for Growth & Tax Efficiency: How Families Can Maximize a Charitable Legacy for Generations
Speaker: Aaron Abrahms
Rye, NY – April 08, 2015

Credit Suisse Prime Services Hedge Fund Leadership Conference


Tax Break – Executing Efficient Tax Structures and Private Placement Products
Speaker: Michael B. Liebeskind
Orlando, FL – March 12, 2015

Family Office Winter Forum (Presented by Opal Financial Group)


Tax Efficient Investing: How Ultra-Affluent Families Utilize Private Placement Insurance Solutions
Speaker: Aaron Abrahms
New York, NY – March 10, 2015

2014 M Marketing Meeting


Charitable Planning
Speaker: Eric Naison-Phillips
Chicago, IL – October 28, 2014

Family Office & Private Wealth Management Forum (Presented by Opal Financial Group)


Tax Efficient Investing: How Ultra-Affluent Families Utilize Private Placement Insurance Structures
Speaker: Aaron Abrahms
Newport, RI – July 22, 2014

The North American Family Investment Conference (Presented by Campden Wealth)


Using Private Placement Life Insurance (PPLI) to Enhance the After-Tax Yield of Your Investment Portfolio
Speaker: Michael B. Liebeskind
Chicago, IL – June 24, 2014

The Wealthy Family’s Forum (Presented by IMI)


Tax Efficient Insurance Structures for Families
Speaker: Aaron Abrahms
Greenwich, CT – June 12, 2014

12th Annual Private Placement Life Insurance & Variable Annuities Forum


State of the Private Placement Industry | Workshops
Speakers: Michael B. Liebeskind, Eric Naison-Phillips, Aaron Abrahms
Boston, MA – June 03, 2014

19th Annual NEPC Client Conference


Private Placement Variable Annuity (PPVA) and Private Placement Variable Universal Life (PPVUL) Insurance Overview
Speaker: Aaron Abrahms
May 14, 2014

Family Office & Private Wealth Management Forum (Presented by Opal Financial Group)


Tax Efficient Investing: How Ultra-Affluent Families Utilize Private Placement Insurance Structures
Speaker: Aaron Abrahms
New York, NY – March 12, 2014

Family Office & Private Wealth Management Forum West (Presented by Opal Financial Group)


Tax Efficient Investing: How Ultra-Affluent Families Utilize Private Placement Insurance Structures
Speaker: Aaron Abrahms
Napa Valley, CA – October 23, 2013

Greenberg Traurig LLP Shareholder Retreat


Private Placement Variable Annuity (PPVA) and Private Placement Variable Universal Life (PPVUL) Insurance Overview
Speaker: Michael B. Liebeskind
October 04, 2013

2013 Northern Trust Wealth Advisor Summit


Life Insurance Market: Recent Trends and Hot Topics
Speaker: Michael B. Liebeskind
September 27, 2013

The Alliance of Alternative Asset Professionals


Private Placement Variable Annuity and Private Placement Variable Universal Life Insurance Overview
Speaker: Aaron Abrahams
September 16, 2013

Kleinberg, Kaplan, Wolff & Cohen, P.C. and Concept Capital Markets, LLC Seminar


The Ins and Outs of Insurance-Dedicated Funds and Private Placement Life Insurance
Speaker: Michael B. Liebeskind
July 24, 2013

Family Office & Private Wealth Management Forum (Presented by Opal Financial Group)


Tax Efficient Investing: How Ultra-Affluent Families Utilize Private Placement Insurance Structures
Speaker: Aaron Abrahms
July 22, 2013

Family Office Association 2013 Summer Global Summit


Investing in Alternatives on a Tax Shielded Basis
Speaker: Michael B. Liebeskind
July 11, 2013

11th Annual Private Placement Life Insurance & Variable Annuities Forum


State of the Private Placement Insurance Industry for 2013 and Beyond
Speaker: Michael B. Liebeskind
June 13, 2013

11th Annual Private Placement Life Insurance & Variable Annuities Forum


Offshore Opportunities in the PPLI and PPVA Market
Speaker: Eric Naison-Phillips
June 13, 2013

4th Annual Private Placement Life Insurance (PPLI) and Annuities (PPVA) 2013 in London


How to Structure an Investment using a PPLI Policy to Achieve the Desired Results
Speaker: Michael B. Liebeskind
London, England – April 30, 2013

The Tampa Bay Estate Planning Council


Private Placement Life Insurance and Annuities: Maximizing Tax-Efficient Investing for the Ultra-Affluent
Speaker: Matthew H. Phillips
March 20, 2013