Lombard International, a global leader in wealth-structuring solutions for the high net worth market, hosted its annual keynote event, the Alpha Alliance conference in March. The exclusive industry event brought together over 100 industry professionals including members of the Alpha Alliance, investment managers, tax advisors, and product structuring experts.
Marc Cadin, the Chief Operating Officer at the Association for Advanced Life Underwriting (AALU) said: “The Alpha Alliance conference was a great event, which showcased Lombard International’s commitment to the insurance industry, individual producers and agents that represent it.”
The Alpha Alliance is a network of the leading insurance firms and professionals across the United States that collaborate with Lombard International to implement wealth structuring strategies specially designed to meet the complex financial needs of the high net worth marketplace. Launched in 2011, the Alpha Alliance has grown to include annual industry events committed to enhancing the expertise of its network members.
Ken Foley, Senior Managing Director at Lombard International, commented: “The Alpha Alliance members are amongst the most successful and innovative advisers in the market. Combining Lombard International’s solutions with their capabilities, market knowledge, and reach creates tremendous value for the high net worth clientele we jointly service.”
Karen Halliday, Managing Director at Golub Capital said: “The Lombard International Alpha Alliance Conference provides Private Placement industry leaders the opportunity to engage with each other against the backdrop of Lombard International’s vision of shared success where dialogue around common goals fosters valuable relationships.”
The three day event focused on key market trends in the private placement insurance market including Lombard International’s initiatives and focus for 2017. Topics ranged from Transatlantic opportunities to the current fiscal landscape under President Trump with a focus on potential tax reform for the life insurance sector. Industry experts from AALU, EY, the GenSpring Family Office and Morningstar addressed the conference along with senior executives from Lombard International.
Mike Mingolelli, CEO of Pinnacle Financial Group said: “The presentations, speakers and venue were all terrific, and the conference helped keep me up to date with the trends in the Private Placement Life Insurance space. The Alpha Alliance Conference has become the premiere event in the private placement insurance sector."
Michael Gordon, US President and CEO of Lombard International, said: “I would like to thank all our guests and speakers for their energy and participation. The conference was a great opportunity to spend time with our partners to discuss how best to serve the needs of our mutual clients and work towards our common goals of growing new opportunities in the PPLI market together.”
About Lombard International
Lombard International is a leading global life insurance-based wealth solutions provider, combining the strength and expertise of two specialist life insurance companies with over 25 years’ experience and market leadership in their respective fields. Lombard International provides wealth structuring solutions using private placement life insurance and annuity products to high net worth individuals, their families and institutions around the globe.
The global group, branded as Lombard International, launched to market in September 2015. With head offices located in Luxembourg and Philadelphia, a combined global presence enables Lombard International to serve clients’ complex needs on a global basis while being sensitive to local cultures and attitudes. The firm is an industry leader in providing multi-jurisdictional wealth planning solutions through its partner networks across the United States, Europe, Asia and Latin America.
Global assets under administration are in excess of USD 80 billion with a global staff number of over 500, including more than 60 technical experts specializing in 19 jurisdictions.
Funds managed by Blackstone own Lombard International. Blackstone is one of the world’s leading investment firms with assets under management of over USD 360 billion.