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Forum Agenda

Monday, March 4th

Opening Session
Time Topic Presenter
9:00 a.m. Registration / Business Planning
12:00 p.m. Lunch
1:00 p.m. Welcome John Fischer, Lombard International
1:15 p.m. Analysis of the Global High Net Worth Market: Growth Trends and Areas of Opportunity Matthias Memminger, Bain & Company, Michael Gordon, Lombard International
2:15 p.m. Lombard International Global Panel: Our Capabilities at a Glance Rob McIntyre, Lombard International Assurance (Europe), John Fischer, Lombard International (Asia & Middle East) & Helmer Arizmendy, Lombard International (LatAm)
2:45 p.m. Break
3:15 p.m. Tax Cuts and Jobs Act (TCJA) & Insurance Application of Tax Law Changes to the Client & Advisor David Kirk, Ernst & Young LLP
3:45 p.m. Geopolitical Risk: Emerging Trends & Hot Spots Willis Sparks, Director of Global Macro at Eurasia Group
4:45 p.m. 2018 Lombard International Award Ceremony John Fischer, Lombard International
Evening Events
7:00 p.m. Opening Night Cocktail and Dinner Reception

Tuesday, March 5th

Morning Session
Time Topic Presenter
7:30 a.m. Breakfast
8:45 a.m. Welcome John Fischer, Lombard International
9:00 a.m. A Morning with Anthony Scaramucci Anthony Scaramucci, Former White House Communications Director & Founder of SkyBridge Capital
10:15 a.m. Fund Spotlight Sponsor Presentations
11:00 a.m. Break
Advisor Track
Time Topic Presenter
11:30 a.m. Litigation Finance Investment Strategies David Spiegel, GLS Capital, LLC
12:00 p.m. Allocating Capital Thoughtfully Doug Liptak, SignatureFD, Lyle Minton, Keel Point, Alicia Fix, Audax Group (Moderated by Karen Halliday, Dalkeith Group)
12:30 p.m. Lunch
1:45 p.m. Optimizing Your Product Through Insurance Structures John McLaughlin, Bernstein Private Wealth Management & Suzanne Norman, Milliman Financial Risk Management (Moderated by Peter Duryea, Lombard International)
2:15 p.m. A Renewable & Sustainable Energy Investment Strategy Brooke Coburn, The Carlyle Group
2:45 p.m. Structuring Solutions for your Institutional Client Tom Boczar, Lombard International
Producer Track
Time Topic Presenter
11:30 a.m. Ask the Experts: Lombard International CatalystSM John Reilly & Scott Hedgepath, Lombard International
12:30 p.m. Lunch
1:45 p.m. Industry View Q & A Casey Abbott, Lombard International & David Lau, DPL Financial Partners
2:15 p.m. The Science Behind Building a Model Portfolio Brian Reich & Janna Sobolev, Atrato Advisors, LLC
2:45 p.m. New Investment Options For Annuities: The Retirement Enhancement Annuity & The Principal Preservation Annuity John Schaefer, AAM & Suzanne Norman, Milliman Financial Risk Management, LLC (Moderated by Chuck Nachman, Lombard International)
Afternoon Session
Time Topic Presenter
3:15 p.m. Break
3:45 p.m. Fund Spotlight Sponsor Presentations
4:30 p.m. Institutional Trends: Our US CEO's View of the Marketplace Michael Gordon, Lombard International
5:00 p.m. Closing Thoughts John Fischer
Evening Events
6:30 p.m. Partner Sponsor Dinner Event

Wednesday, March 6th

Breakfast, Hosted by Lombard International and Hotel Departures

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