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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
 

                                        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 and Chief Executive Officer,

                                        Hannover Life Reassurance Company of America
                                     

                                        Speaker:
                                        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, Senior Vice President, Investments, 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
 

                                        Moderator:
                                        Regina Rose, Senior Vice President, Taxes & Retirement Security,

                                        American Council of Life Insurers
 

                                        Speaker:
                                        Chris Ocasal, Principal, Ernst & Young LLP
                                        Grace Perez-Navarro, Deputy Director, Centre for Tax Policy and

                                        Administration, Organisation for Economic Co-operation and Development

                                        (OECD)
                                        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, Senior Vice President, Capital Markets & Index Solutions,                                                     Annexus

 

3:15 PM – 3:45 PM        REFRESHMENT BREAK              

 

3:45 PM – 5:00 PM        GENERAL SESSION - Life insurance Sales/Technology

                                       
                                       
Moderator: 
                                       Dennis Barnes, Chief Executive Officer, RGAX

 

                                       Speakers:
                                       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