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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