Program
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Monday, March 7
7:00 AM – 5:00 PM REGISTRATION
7:15 AM – 8:45 AM NETWORKING BREAKFAST
8:45 AM – 9:00 AM WELCOME AND OPENING REMARKS
Speaker:
Mariana Gomez-Vock, Vice President & Deputy, Policy Development,
American Council of Life Insurers
9:00 AM – 9:20 AM STATE OF THE INDUSTRY
ACLI CEO Susan Neely will offer her perspective on the societal
challenges that we face today and how the life insurance industry can
lead.
Speaker:
Susan Neely, President & CEO, American Council of Life Insurers
9:20 AM – 10:00 AM GENERAL SESSION – EXECUTIVE OUTLOOK
This panel of CEO’s will review the hot topic sessions included in this
year’s conference and share their perspectives on each of the issues.
Moderator:
Pete Schaefer, President & Chief Executive Officer, Hannover Re
Speakers:
Jeff Poulin, Chief Executive Officer, Canada Life Reinsurance
Laurent Rousseau, Chief Executive Officer, SCOR
10:00 AM –10:30 AM REFRESHMENT BREAK
10:30 AM –11:15 AM GENERAL SESSION - Economic Outlook Panel
Moderator:
Tod Nasser, Chief Executive Officer, Pacific Life
Speakers:
Scott Minerd, Global Chief Investment Officer, Guggenheim Partners and
Chairman, Guggenheim Investments
Jay Wintrob, Chief Executive Officer, Oaktree Capital Management
11:15 AM –12:00 PM GENERAL SESSION – General Global Tax Issues
This session will feature expert tax panelists from the Organisation for
Economic Co-operation and Development (OECD) in Paris, the
Association of British Insurers (ABI) in London, and Ernst & Young (EY) in
Washington, D.C. The session will focus on the implementation of a new
global minimum tax, the purpose behind the new tax regime, implications
for life insurers and reinsurers, and how it will impact business operations.
The panelists will cover issues of concern for life insurers, how various
worldwide tax regimes will integrate with the OECD global minimum tax
and what that means for U.S. based and foreign parented U.S. companies.
Moderator:
Regina Rose, Senior Vice President, Taxes & Retirement Security,
American Council of Life Insurers
Speaker:
Chris Ocasal, Principal, Ernst & Young LLP
Jeff Mitchell, Adviser, International Co-operation and Tax Administration,
Centre for Tax Policy and Administration, Organisation for Economic
Co-operation and Development (OECD) (Virtual) Mervyn Skeet, Assistant Director, Head of Taxation, Association of British
Insurers
12:00 PM – 2:00 PM NETWORKING LUNCH
2:00 PM – 3:15 PM GENERAL SESSION – INNOVATION IN ANNUITIES
With an aging population, government provided social insurance systems
running low on funds and continuing low interest rates, annuity sales are
struggling. In addition, regulators are requiring more capital to be held on
products with guarantees making returns on these products marginal. A
prominent distributor, major annuity writer and elite product developer will
discuss new and innovative products ideas that could change the market.
Moderator:
Tim Hill, Consulting Actuary & Principal, Milliman, Inc.
Speaker:
Tom Haines, Chief Investment Officer, Annexus Retirement Solutions
Miles Kaschalk, Head of Corporate Development, Venerable
3:15 PM – 3:45 PM REFRESHMENT BREAK
3:45 PM – 5:00 PM GENERAL SESSION - Life insurance Sales/Technology
Moderator:
Dennis E. Barnes, Chief Executive Officer, RGAX and Chief Marketing Officer,
RGA
Speakers:
Brandon Carter, Chairman & President, USAA Life Insurance Company
George Nichols, III, President & Chief Executive Officer, The American College
of Financial Services
Melbourne O'Banion, Co-Founder and CEO, Bestow Inc.
5:00 PM – 6:00 PM NETWORKING RECEPTION