Advanced Planning with PPLI
Thu, Mar 05
|Centurion Lounge
For sophisticated investors and planning professionals, Private Placement Life Insurance (PPLI) offers a powerful advantage. Join us for an exclusive discussion in New York's Centurion Lounge on how this advanced tool is used to structure tax-efficient portfolios.


Time & Location
Mar 05, 2026, 4:00 PM – 6:00 PM
Centurion Lounge, 1 Vanderbilt Ave, New York, NY 10017, USA
About the Event
Join us for an exclusive discussion focused on the evolving role of Private Placement Life Insurance (PPLI) in sophisticated wealth and tax planning. This event will bring together investment managers, estate planning attorneys, private wealth advisors, and select ultra-high-net-worth family representatives to explore how PPLI fits within today’s planning landscape.
Our panel speakers include Managing Directors from well-known funds including Golub Capital, Bain Capital, CAZ Investments, and Millennium Management, alongside a Partner from Kirkland & Ellis, the Head of Private Placement at Prudential, and a Senior Managing Director from NFP Insurance Solutions. They will share practical insights on PPLI structuring considerations, investment design, and real-world applications.
What to Expect:
A practical overview of how PPLI integrates into portfolio construction
Insights into investment structuring for tax efficiency
Opportunities to connect with peers and industry experts
Drinks and hors d'oeuvres
Agenda:
4:00 - 4:30 PM: Networking with drinks and hors d'oeuvres
4:30 - 5:45 PM: Two panel discussions on PPLI and investment structures
5:45 - 6:00 PM: Continue the conversation with speakers and fellow attendees
