PANEL:

• Michael Sendowski, JD, CPA, Paramount Advisors Group

• Steven Huttler, Sadis Goldberg

• Cristine Sapers, Loeb & Loeb

• Kirk Van Brunt, Locke Lord

MODERATOR:

• Alexander B. Kasdan, DelMorgan & Co.

MAJOR TOPICS:

• Alternative investments:  hedge funds, merger arbitrage, distressed credit, etc.

• Opportunity for new funds to attract capital through insurers:  high net worth individuals and family offices v. traditional institutional investors

• Funds structures that qualify for private placement insurance

• Efficient tax management of investment returns

• Private placement insurance: customized investment options within the insurance policy through hedge funds designed for insurance company accounts

• Choice of investments:  insurance carrier’s pre-selected list

• Estate planning: a hedge fund inside an insurance policy, value grows tax free and upon death the cash value of the policy passes to heirs tax free

• Formation and structures of an insurance dedicated fund

• Private placement policy requirements:  accredited investors / applicable securities laws

• Investment requirements within a private placement policy

• Proper design of private placement life insurance policy from tax and estate planning perspective

• Case studies:  Paulson & Co. / Philadelphia Financial Group, Inc., other

WEBCAST RECORDING AND POWERPOINT DECK: $275 / CLICK HERE TO PURCHASE