| Lessons from the Field: Protecting your Clients from Diversification Failures and Investor Control |
IIR 6th Annual Event: Alternative Investing through Life Insurance and Annuities |
2008 |
| Private Placement Life Insurance in the Offshore Marketplace |
Eleventh Annual Advanced ALI-ABA Course of Study for Counselors to Foreign and U.S. Clients |
2008 |
| Gaining Preferential Tax Benefits On Your Investments via Private Placement Life Insurance |
15th Annual Family Office Forum |
2008 |
| Investor Control In Depth: Analysis with Case Examples |
IIR 5th Annual Event: Alternative Investing through Life Insurance and Annuities |
2007 |
| Deploying Alternative Investing Strategies via PPLI |
14th Annual Family Office Forum |
2007 |
| The Role of Consultants and Advisors in Maximizing PPLI Performance and Client Satisfaction |
IIR 4th Annual Event: Hedge fund Investing through Life Insurance and Annuities |
2006 |
| Selecting the Right Life Insurance in a Growing Menu of Options |
7th Annual Family Office Wealth Conference |
2006 |
| Exploring the Benefits and Trade-Offs of On-Shore vs. Offshore Private Placement Life Insurance |
IBC USA’s 3rd Annual National Event: Hedge Fund Investing through Life Insurance and Annuities |
2005 |
| Private Placement Life Insurance: Friend or Foe? |
FOX Wealth Advisor Conference |
2005 |
| Offshore Private Placement Life Insurance |
American Law Institute – American Bar Association International Trust and Estate Planning Conference |
2005 |
| Absolute Return Investing with Greater Tax Efficiency through Private Placement Life Insurance |
Measuring Consultants’ Alpha |
2004 |
| The PPLI Client – Who is Buying and Why? |
IBC USA’s 2nd Annual National Event: Hedge Fund Investing through Life Insurance |
2004 |
| Foreign Insurance Products |
American Law Institute – American Bar Association International Trust and Estate Planning Conference |
2004 |
| Advanced Investments in Life Insurance Strategies – Use of Hedge Funds in Offshore Private Placement Life Insurance |
M Financial Group 2003 National Advisors Conference |
2003 |
| Identifying the Market for and Uses for Private Placement Life Insurance |
IBC’s Inaugural Event: Hedge Fund Investing through Life Insurance |
2003 |
| Offshore Trust Planning: Use of Hedge Funds in Offshore Private Placement Life Insurance |
ABA Section of Taxation, 2003 Midyear Meeting |
2003 |
| Advanced Investment and Life Insurance Strategies |
State Bar of Texas Advanced Estate Planning Strategies Course |
2002 |
| Implementing an Offshore Life Insurance Strategy |
Insurance Distributors International (Bermuda) Ltd. 2002 Conference |
2002 |
| Complex Estate Planning Techniques for the Ultra High Net Worth Client |
APIC 12th Annual Educational Conference |
2002 |
| Planning with Private Placement Life Insurance |
Wealth Counsel Study Group Meeting |
2001 |
| What's New in Life Insurance? Offshore and Domestic Private Placement; Creative Split Dollar Funding |
The 35th Annual Philip E. Heckerling Institute on Estate Planning |
2001 |
| Asset Protection: Domestic and Foreign Planning Alternatives |
AICPA Advanced Estate Planning Conference |
2001 |
| Offshore Life Insurance Planning |
American Law Institute - American Bar Association International Trust and Estate Planning Conference |
2000 |
| Design of a Cross Border Insurance or Annuity Product for the Private Client |
American Bar Association/International Bar Association International Wealth Transfer Practice Conference |
2000 |
| Estate Planning with Offshore Annuities & Life Insurance for World Citizens -- A Case Study Panel Discussion |
Institute for International Research |
1999 |
| Asset Protection: Domestic and Foreign Planning Alternatives |
Thirty-Third Annual Southern Federal Tax Institute |
1998 |
