October 19-21
Washington, D.C.

JW Marriott
1331 Pennsylvania Ave NW
Washington, DC 20004

Speaker
Presentations


About the Conference

Taking place at the JW Marriott in downtown Washington, D.C., the American Council of Life Insurer's premier meeting brings together senior executives from life insurance and financial services companies to examine today's business and political issues. The program features general sessions with well-known speakers and about 20 breakout sessions addressing legal, investment/financial, reinsurance, compliance, retirement security, advocacy, and legislative and regulatory issues.

Also in attendance will be senior representatives from associated industries and financial services associations. Companies offering products or services to the industry will be represented at the Exhibitor Marketplace.


  • ACLI Conference Phone Numbers
    General Questions: 202.624.2424
    Registration Questions: 202.624.2312
  • ACLI Conference Email Address
    General & Registration Questions:
    GenevaBarber@acli.com
  • General Information
    Download the PDF document

Program-at-a-Glance



Sunday, October 19
  • 8:45-10:00 am Forum 500 Section Board of Governors Meeting Salon G
  • 10:00 am-Noon Forum 500 General Session Salon F

    This session will focus on business and marketplace issues of interest to ACLI's Forum 500 companies—those with less than $2 billion in assets and capital surplus of $200 million or less.


    The Evolving Financial Regulatory Landscape and its Impact on Small Life Insurers

    SPEAKERS

    Rep. George Keiser, Member, Federal Advisory Committee on Insurance

    Jim Mumford, First Deputy Commissioner, Iowa Insurance Division

    Christina Urias, Director, Christina Urias Consulting LLC

    (No presentation available for this session.)


    Recent Developments in Unclaimed Property

    SPEAKERS

    Mary Jo Hudson, Partner, Bailey Cavalieri LLC

    Rep. George Keiser, Co-Chair, NCOIL Unclaimed Property Task Force

    Bruce Ramge, Director, Nebraska Insurance Department and Member, NAIC Unclaimed Life Insurance Benefits Working Group

    Download the presentation (PDF).

  • 12:15-1:45 pm Luncheon
    Penn Avenue Terrace

    Risk Management: Information, Computer Security, and Privacy Protection

    Robert Siciliano, Personal Security Expert, CEO of www.IDTheftSecurity.com

    Speaker
    ROBERT SICILIANO: RISK MANAGEMENT: INFORMATION, COMPUTER SECURITY AND PRIVACY PROTECTION
    There is a reason why we keep hearing about data breaches involving millions of credit card and account numbers: hacking is very lucrative. High-profile corporate security breaches and identity theft continue to dominate the headlines—threatening consumers and businesses alike. Now, corporate American must also consider the reputational risk linked to cyber security. Hear from a personal security and identity theft expert on the fundamentals to follow to protect your data and the data in which you are entrusted.

    (Presentation will be available post-conference.)

    Sponsored by:


  • 3:30-5:45 pm ACLI Board of Directors Meeting* Salons F & G

    *Member companies and their representatives only

  • 5:00-5:45 pm Reinsurance Reception Senate Room

    Sponsored by:
    Mayer Brown

  • 5:30-7:00 pm Welcome Reception & Exhibitor Marketplace Opening
    Salons D & E and Ballroom Foyers

    Co-Sponsored by:
    Dechert LLP

  • 6:30-9:00 pm Board of Directors and Directors' Council Reception and Dinner (by invitation only)
Monday, October 20
  • 7:15-8:15 am Refreshment Breakfast
    Grand Foyer
  • 7:30-8:15 am Hot Issue Breakfast
    Salons F & G

    Standard & Poor's Presents its Outlook on the U.S. Life Insurance Industry
    Presenters will cover macroeconomic trends and implications for life insurers; industry trends; and regulatory developments.

    SPEAKERS
    Matthew Carroll, Senior Director, Financial Services Ratings, Standard & Poor's Rating Services
    Carmi Margalit, Director, Insurance Ratings, Standard & Poor's Rating Services
    Download the presentation (PDF).


    Sponsored by:
    S&P

  • 8:30-10:15 am General Session
    Salons I, II, & III

    Welcome Remarks: Nina Easton, Conference Emcee, Washington Columnist, and Senior Editor-at-Large, Fortune

    Speaker
    Nina Easton is FORTUNE's Washington columnist and senior editor, covering politics and economics in the nation's capital. She is a prime-time political analyst for Fox News and is regularly featured on “Fox News Sunday" and "Special Report.”

    Her decades-long coverage of national elections, political movements, presidential administrations, and financial crises gives her unique perspective of the intersection of Washington politics and the global economy—and what this means for the business community.


    President's Perspective: Dirk Kempthorne, President and CEO, ACLI


    Chairman's Perspective: John Johns, Chairman, ACLI Board of Directors; Chairman, President and CEO, Protective Life


    Annual Business Meeting and Elections


    General Session Panel—Big Decisions: Elections and World Events

    Dirk Kempthorne (Moderator), President and CEO, ACLI

    Nicholas Burns, Former U.S. Ambassador; Professor at Harvard Kennedy School of Government

    Mark Mellman, Democratic Pollster; Contributor to The Hill; and CEO, The Mellman Group

    Mike Murphy, Republican Strategist; Political Analyst for NBC News; Contributing Editor, TIME; and Principal, Revolution Agency

    Speaker

    Join Mike Murphy, Mark Mellman, and Nicholas Burns (left to right, above), three of the nation's top opinion leaders, in analyzing this year's elections and the world events that are shaping the U.S. public policy agenda.

  • 10:15-10:30 am Refreshment Break
    Grand Foyer
  • 10:30 am-Noon Concurrent Sessions

    Session 1—Legal/Compliance Salon IV

    Cybersecurity Risks & Regulation—They're Coming for You  

    Every industry—including the life insurance industry—is faced with growing threats surrounding data security, data breaches, and intrusions in the digital environment. In this session you will hear from security experts and regulatory lawyers on these global issues facing businesses today and how governments are responding. Learn more about what you and your company should know about mitigating these risks.

    SPEAKERS
    Ted Claypoole, Senior Partner, Intellectual Property, Womble Carlyle
    Mark Thibodeaux, Associate, Sutherland
    Mary Jane Wilson-Bilik, Partner, Sutherland

    PRESENTATION
    Download the presentation (PDF).


    Session 2—Investment/Financial
    Salon F

    Navigating Market Trends in Challenging Times  

    The demographics of an aging society, rising longevity, and increasing self-reliance on creating financial well-being represent growth opportunities for products such as annuities, supplemental health, and longevity insurance. At the same time, life insurers find themselves facing a protracted low interest rate environment, changing capital and reserving requirements, and an uncertain regulatory environment at the state, federal, and international levels. Balancing these factors while delivering stable earnings growth, maintaining pricing spreads and policy dividend levels, and preserving strong ratings and balance sheets has never been more challenging.  Our panel of experts will offer their thoughts on what it takes to not just survive, but thrive as the life insurance industry seeks to position itself as the retirement financial security provider of choice for Americans.  

    SPEAKERS
    Ellen Cooper, Executive Vice President and Chief Investment Officer, Lincoln
    Marc Costantini, Executive Vice President & Chief Financial Officer, The Guardian
    John Fleurant, Executive Vice President & Chief Financial Officer, New York Life
    Ron Joelson, Chief Investment Officer, Northwestern Mutual

    MODERATOR/SPEAKER
    Colin Devine, Managing Director, Jeffries

    PRESENTATION
    No presentation available for this session.


    Session 3—Technology Salon G

    Technology Impact & Trends  

    Carriers know speed is a crucial factor in today's competitive market. Whether they're looking to convert a block of business or launch a new product, more carriers are using business process outsourcing specialists with shared, multi-tenant platforms. Learn how to benefit from leveraged compliance knowledge, shared development, and lower unit costs.

    SPEAKER
    Brent Littleton, Senior Vice President & Chief Technology Officer, se2

    PRESENTATION
    No presentation available for this session.


    Session 4—Investment/Financial
    Penn Avenue Terrace

    Developments and Trends in Life Insurance Mergers & Acquisitions  

    The last 18 months have seen a significant increase in life insurance M&A activity, and for the first time in many years non-U.S. strategic acquirers are showing renewed interest in the U.S. life insurance M&A market. A panel, moderated by Willkie Farr & Gallagher LLP, consisting of industry executives, regulators, rating agencies, and leading bankers will examine these trends, discuss some of the more prominent transactions, and look ahead at the level of life insurance M&A activity over the next 18 months.

    SPEAKERS
    Jared Abbey, Managing Director, Morgan Stanley Financial Institutions Group
    Celeste Guth, Managing Director, The Goldman Sachs Group Inc.
    Matt Ricciardi, Chief Counsel, Corporate & Legal, MetLife

    MODERATOR
    John Schwolsky, Partner, Corporate & Financial Services, Willkie Farr & Gallagher, LLP

    PRESENTATION
    No presentation available for this session.


  • 12:15-1:45 pm Luncheon
    Salons I, II, & III

    Building Retirement Security in America

    Professor Jeffrey R. Brown, Karnes Professor of Finance and Director of the Center for Business and Public Policy University of Illinois College of Business

    Speaker
    PROFESSOR JEFFREY R. BROWN: BUILDING RETIREMENT SECURITY IN AMERICA
    Retirement security continues to dominate the national headlines and lawmakers are facing increased political pressure to identify public policy answers.

    The private retirement system is effectively providing a robust and growing foundation for millions of Americans’ retirement security through defined contribution plans, such as 401(k)s, as well as IRAs, and individual annuities. Today, nearly 80% of American workers have access to workplace retirement plans and more than 80% of those with access participate in the plans.

    Yet, there are still millions of American families who are under-saved and under-insured. Retirement expert Dr. Jeff Brown will discuss the barriers families face and explore how the industry and policy-makers can identify balanced solutions to expand access and increase savings.

    (Presentation not available for distribution.)

    Co-Sponsored by:
    GSAM Sutherland

  • 2:00-3:00 pm Concurrent Sessions

    Session 1—Legal/Compliance Salon IV

    Where is the SEC Going?  

    This session speculates on the direction the SEC will take over the next year and longer-term, particularly regarding variable insurance products and underlying funds. It draws on SEC strategic plans, reports to Congress, regulatory agendas, and other statements that may not have received close attention. A veteran practitioner and former Assistant Chief Counsel of the SEC’s Division of Investment Management gives his analysis and prognostication.

    SPEAKER
    Gary Cohen, Of Counsel, Carlton Fields Jorden Burt

    PRESENTATION
    Download the presentation (PDF).


    Session 2—Investment/Financial
    Salon F

    European Financial Regulation: An Insider's Look at a Fragmented Landscape and its Impact on Insurers and Emerging Non-Bank Players  

    This session will provide in-depth perspective of a complex regulatory landscape facing financial services firms throughout Europe and across the globe. Conflicting regulatory and capital requirements are reshaping balance sheets for banks and insurance companies. How will the Eurozone capital markets re-configure and what role will non-bank players have in these new capital markets?

    SPEAKER
    Bill Winters, CEO and Chairman of Renshaw Bay

    PRESENTATION
    No presentation available for this session.


    Session 3—Reinsurance Salon G

    The Future of Reserve Financing  

    Leaders in the field will share their expertise and answer questions on what the future may hold for financing reserves.

    SPEAKERS
    David Alberts, Partner, Mayer Brown LLP
    Alan Routhenstein, Principal, Consulting Actuary, Milliman

    MODERATOR
    Michael G. DeKoning, President & Chief Executive Officer, Munich American Reassurance Company

    PRESENTATION
    Download the presentation (PDF).


    Session 4—Technology
    Penn Avenue Terrace

    The Second Half of the Chessboard: The Power of Technological Change  

    The accelerating pace of technology-driven innovation is dizzying. Using history to make the case, Conning’s Managing Director and Chief Technology Officer explores the history of technology innovation and the forces that have led to exponential growth. He will describe means for the future while focusing on the next decade and what matters most for the decisions that business leaders should make today. The discussion will emphasize the forces that will reshape the insurance and investment sectors of the economy.

    SPEAKER
    David Weiss, Managing Director and Chief Technology Officer, Conning

    PRESENTATION
    No presentation available for this session.


  • ice cream
    3:00-3:30 pm Ice Cream Social in Exhibitor Marketplace Salons D & E / Ballroom Foyers

    Sponsored by:

    Swiss Re
  • 3:30-4:30 pm Concurrent Sessions

    Session 1—Legal/Compliance Salon IV

    Life Insurers and Regulators: Protecting the Vulnerable Elderly  

    Each day over the next 15 years, 10,000 Americans will turn 65.  By the year 2030, the number of Americans over age 80 will have increased 60 percent—to more than 17 million.  What steps can life insurance companies and the regulatory community take to ensure they can detect and respond to suspected senior financial abuse and fraud?

    SPEAKER
    Kathy Greenlee, Assistant Secretary, Administration on Aging, U.S. Department of Health and Human Services

    INTRODUCTION
    Cindy Hounsell, President, Women's Institute for a Secure Retirement (WISER)

    PRESENTATION
    No presentation available for this session.


    Session 2—Investment/Financial
    Salon F

    Goldman Sachs Asset Management (GSAM) Insurance Survey  

    This session will provide an overview of the results of this year’s GSAM Insurance Survey. This year’s survey summarizes the responses of 185 Insurance Chief Investment Officers, 41 Insurance Chief Financial Officers, and seven individuals who serve as both, representing more than $6 trillion in global balance sheet assets. The survey highlights insurers’ views on the macroeconomic environment, asset allocation, portfolio construction, and industry capitalization.

    SPEAKER
    Mike Siegel, Managing Director, Goldman Sachs Asset Management

    PRESENTATION
    Presentation not available for distribution.


    Session 3—Legal/Compliance Salon G

    Setting the Fund Menu in Today's Reglatory Climate  

    This panel will explore major regulatory and litigation developments that could affect the fund menu for variable products, including implications of the SEC’s new rules for money market funds, excessive fee claims bar that target insurance-sponsored fund complexes, the SEC’s enforcement focus, and the New York’s Department of Financial Services aversion to introducing hedging strategies to insurer fund line-ups. Experienced practitioners will explore these challenges and offer suggestions for helping your company cope with these developments.

    SPEAKERS
    Cathy Botticelli, Partner, Dechert LLP
    Matt Larrabee, Partner, Dechert LLP
    Jeffrey Puretz, Partner, Dechert LLP

    PRESENTATION
    Download the presentation (PDF).


  • 5:00-7:00 pm Reception in Exhibitor Marketplace Salons D & E / Ballroom Foyers

    Sponsored by:
    FHLBanks JP Morgan

  • Evening PAC Event (by invitation only) The Portrait Art Gallery
Tuesday, October 21
  • 7:15-8:15 am Continental Breakfast
    Grand Foyer

    Sponsored by:

    RGA

  • 7:30-8:15 am Hot Issue Breakfast
    Salons D, E, & F

    A.M. Best—Ask the Analysts
    In this interactive session, A.M. Best will provide its insight on evolving regulatory and market developments, areas of rating concern, rating trends/outlook and process updates. This session offers audience members a chance to ask questions of key members of A.M. Best's Life/Health Rating Division.

    SPEAKERS
    Kenneth Frino, Group Vice President, A.M. Best
    Stephen Irwin, Vice President, A.M. Best
    Rosemarie Mirabella, Assistant Vice President, A.M. Best
    Download the presentation (PDF).


    Sponsored by:
    AM Best

  • 8:30-9:30 am CEO Panel: Navigating the Industry Cross-Currents Salons I, II, & III

    Industry leaders will share keen insights on the current trajectory for the marketplace and the trends that will shape the future. This panel will examine the cross-currents that executives face and the leadership needed to steer through the challenges and opportunities ahead.

    SPEAKERS

    Thomas McInerney, President & Chief Executive Officer, Genworth Financial

    Steve Pelletier, Executive Vice President & Chief Operating Officer, U.S. Businesses, Prudential Financial

    Pete Schaefer, President & Chief Executive Officer, Hannover Life Reinsurance

    MODERATOR

    Ron Insana, Senior Analyst, CNBC, and Financial Industry Expert

  • 9:45-10:45 am Concurrent Sessions

    Session 1—Legal/Compliance Salon IV

    Compliance Seeks a Path to Regulatory Readiness—2014 EY Insurance Survey  

    The regulatory landscape is changing significantly for insurance companies. An insurer’s compliance activities will need to evolve as regulations and oversight continue to change. To set a benchmark for where insurers are with the evolution, Ernst & Young surveyed chief compliance officers at 16 North American insurance companies. The survey focused on the structure and governance of the compliance function and core compliance program activities. This session will explore the key areas covered in the survey and present opportunities for attendees to discuss the survey findings and the evolving compliance function.

    SPEAKER
    Tom Ward, Partner, Ernst & Young

    PRESENTATION
    Download the presentation (PDF)


    Session 2—Investment/Financial
    Salon F & G

    Making the Most of "Interesting Times" in the Bond Markets  

    Panelists will discuss how insurers are uniquely positioned to profit from the uncertainties in the global fixed income market today. In markets where secondary trading has dried up, insurers have the size and scale to capture new issue discounts. In markets where the liquidity crisis is still shaping investment decisions, insurers can take advantage of their relatively predictable liabilities and their status as buy-and-hold investors to capture sizable premiums. The discussion will cover how insurers rely on relationships with large fixed income asset managers in addition to a robust procedure for addressing credit spreads.

    SPEAKER
    Douglas Niemann, Global Head of Strategy & Analytics, J.P. Morgan Asset Management

    PRESENTATION
    Presentation not available for distribution. Please send Geneva and email at genevabarber@acli.com if you would like to receive a copy.


    Session 3—Medical Salons D & E

    Genetic Testing—Where are We Now?  

    This session will focus on the current clinical use of genetic tests, the current state of direct to consumer genetic testing, and the potential implications for the life and long-term care insurance marketplace.

    SPEAKER
    Bruce Margolis, D.O., Medical Director, Genworth Financial

    PRESENTATION
    Download the presentation (PDF)


    Session 4—International
    Penn Avenue Terrace

    U.S. and International Data and Privacy Requirements—Not Going Away  

    Justified or not, insurers and reinsurers are caught in the public and governmental backlash at the state, federal and international levels on high profile non-insurance data leaks and NSA activities. The past year has seen major developments at home and in Europe and Asia calling for forced localization of consumer and corporate data. Hear from leading insurance company technology and privacy officers and other industry experts on what to expect and how to comply.

    SPEAKERS
    Robert Jett III, Vice President, Global Compliance & Data Privacy Officer
    Adam C. Schlosser, Director, Center for Global Regulatory Cooperation U.S. Chamber of Commerce
    Harry Valetk, Attorney at Law, Baker & McKenzie LLP

    MODERATOR
    Robbie Meyer, Vice President & Associate General Counsel, ACLI

    PRESENTATION
    Presentation not available for this session.


  • 10:45-11:00 am Refreshment Break
    Grand Foyer
  • 11:00 am-Noon Concurrent Sessions

    Session 1—Legal/Compliance Salon IV

    Class Action Workshop: How Recent Supreme Court Certification Rulings Provide Powerful Tools to Defend and Defeat Life Insurance Class Actions  

    Powerful Tools to Defend and Defeat Life Insurance Class Actions
    This panel will cover the lessons learned from the recent Comcast and Wal-Mart rulings and compare them with the recent filings against the life insurance industry. Panelists will discuss how these rulings can be used as powerful tools for the industry.

    SPEAKERS
    Joel Feldman, Partner, Sidley Austin LLP
    Eric Mattson, Partner, Sidley Austin LLP

    PRESENTATION
    Download the presentation (PDF)

    HANDOUTS
    Handout 1 (PDF)
    Handout 2 (PDF)
    Handout 3 (PDF)


    Session 2—Investment/Financial Salons F & G

    Insurance Company Membership in the Federal Home Loan Banks  

    The long-awaited Federal Housing Finance Agency proposed revision to membership rules for the Federal Home Loan Banks was published in September. Comments on it are due soon. Hear a distinguished FHLBank President and well-informed insurance company expert opine on the wide-ranging issues relating to insurance company membership in the Federal Home Loan Banks. The proposed new asset test and principal place of business requirement will receive special focus.

    SPEAKERS
    Amy Angle, Treasury General Counsel, Transamerica
    Matt Feldman, President & CEO, Federal Home Loan Bank of Chicago

    MODERATOR
    Michael Lovendusky, Vice President & Associate General Counsel, ACLI

    PRESENTATION
    Presentation not available for distribution.

    HANDOUTS
    Handout 1 (PDF)
    Handout 2 (PDF)
    Handout 3 (PDF)
    Handout 4 (PDF)


    Session 3—Investment/Financial Salons D & E

    Sustainable Retirement Planning  

    Baby Boomers are entering retirement with fewer traditional defined benefit pension plans. Insurance companies and financial advisory firms are seeing growing interest in alternative solutions to create sustainable retirement plans. Insurance companies have begun offering deferred income annuities and other such products that allow individuals to build their own pension plans from funds they have accumulated through 401K and other such savings plans. The session will compare several common approaches and demonstrate that risk management is a key element in building a sustainable self-managed retirement plan.

    SPEAKER
    Ken Mungan, Principal, Milliman

    PRESENTATION
    Download the presentation (PDF)


    Session 4—Technology/Social Media Penn Avenue Terrace

    Navigating Social Media and Regulations for Business Results  

    In less than a decade, there are almost 2 billion people on social networks. The implications and opportunities for the insurance industry are immense while the cost of not being where your firm's and advisors' clients are is too great. But where do you start? How does our firm ensure it has the right resources, policies, and technology? Join a conversation with Hearsay Social and an executive from a leading life insurance firm for a discussion on how their organization has worked cross-functionally between distribution, marketing, and compliance to embrace social media to connect and engage with today's consumers.

    SPEAKER
    Gary Liu, VP, Marketing, Hearsay Social

    PRESENTATION
    Presentation available post-conference.

    HANDOUT
    Handout (PDF)


  • 12:15-2:00 pm Luncheon
    Salons I, II, & III

    Navigating the Business Cross-Currents

    Ron Insana, Senior Analyst, CNBC, and Financial Industry Expert

    Speaker
    RON INSANA: NAVIGATING THE BUSINESS CROSS-CURRENTS
    Ron Insana is CNBC's senior analyst and commentator and host of a nationally-syndicated daily radio show. He provides his journalistic perspective to how Wall Street, Main Street, and Washington shape the new normal. As a financial journalist who has worked for and run his own hedge fund, Insana offers clear, unvarnished insights on the ever-changing status of the economy.

    (Presentation not available for this session.)

    Co-Sponsored by:
    CFJB Logo Willkie Farr & Gallagher

  • 2:00-3:00 pm Closing Session: Legislative and Regulatory Challenges Salon IV

    Join ACLI staff for a review of the legislative and regulatory challenges facing the industry today.

    SPEAKERS
    Pete Bautz, Vice President, Taxes & Retirement Security, ACLI
    Bruce Ferguson, Senior Vice President, State Relations, ACLI
    Gary Hughes, Executive Vice President & General Counsel, ACLI
    Maurice Perkins, Senior Vice President, Federal Relations, ACLI

    PRESENTATION
    Presentation not available for this session.

Concurrent Sessions



Monday, October 20

    10:30 am-Noon

  • 10:30 am-Noon SESSION 1: LEGAL/COMPLIANCE
    Salon IV

    Cybersecurity Risks and Regulation: They’re Coming For You
    Every industry—including the life insurance industry—is faced with growing threats surrounding data security, data breaches, and intrusions in the digital environment. In this session you will hear from security experts and regulatory lawyers on these global issues facing businesses today and how governments are responding. Learn more about what you and your company should know about mitigating these risks.

    SPEAKERS
    Ted Claypoole, Senior Partner, Intellectual Property, Womble Carlyle
    Mark Thibodeaux, Associate, Sutherland
    Mary Jane Wilson-Bilik, Partner, Sutherland

    PRESENTATION
    Download the presentation (PDF).

  • 10:30 am-Noon SESSION 2: INVESTMENT/FINANCIAL Salon F

    Navigating Market Trends in Challenging Times
    The demographics of an aging society, rising longevity, and increasing self-reliance on creating financial well-being represent growth opportunities for products such as annuities, supplemental health, and longevity insurance. At the same time, life insurers find themselves facing a protracted low interest rate environment, changing capital and reserving requirements, and an uncertain regulatory environment at the state, federal, and international levels. Balancing these factors while delivering stable earnings growth, maintaining pricing spreads and policy dividend levels, and preserving strong ratings and balance sheets has never been more challenging.  Our panel of experts will offer their thoughts on what it takes to not just survive, but thrive as the life insurance industry seeks to position itself as the retirement financial security provider of choice for Americans.  

    SPEAKERS
    Ellen Cooper, Executive Vice President and Chief Investment Officer, Lincoln
    Marc Costantini, Executive Vice President & Chief Financial Officer, The Guardian
    John Fleurant, Executive Vice President & Chief Financial Officer, New York Life
    Ron Joelson, Chief Investment Officer, Northwestern Mutual

    MODERATOR/SPEAKER
    Colin Devine, Managing Director, Jeffries

    PRESENTATION
    No presentation available for this session.

  • 10:30 am-Noon SESSION 3: TECHNOLOGY Salon G

    Technology Impact & Trends
    Carriers know speed is a crucial factor in today's competitive market. Whether they're looking to convert a block of business or launch a new product, more carriers are using business process outsourcing specialists with shared, multi-tenant platforms. Learn how to benefit from leveraged compliance knowledge, shared development, and lower unit costs.

    SPEAKER
    Brent Littleton, Senior Vice President & Chief Technology Officer, se2

    PRESENTATION
    Presentation will be available post-conference.

  • 10:30 am-Noon SESSION 4: INVESTMENT/FINANCIAL Penn Avenue Terrace

    Developments and Trends in Life Insurance Mergers & Acquisitions
    The last 18 months have seen a significant increase in life insurance M&A activity, and for the first time in many years non-U.S. strategic acquirers are showing renewed interest in the U.S. life insurance M&A market. A panel, moderated by Willkie Farr & Gallagher LLP, consisting of industry executives, regulators, rating agencies, and leading bankers will examine these trends, discuss some of the more prominent transactions, and look ahead at the level of life insurance M&A activity over the next 18 months.

    SPEAKERS
    Jared Abbey, Managing Director, Morgan Stanley Financial Institutions Group
    Celeste Guth, Managing Director, The Goldman Sachs Group Inc.
    Matt Ricciardi, Chief Counsel, Corporate & Legal, MetLife

    MODERATOR
    John Schwolsky, Partner, Corporate & Financial Services, Willkie Farr & Gallagher, LLP

    PRESENTATION
    No presentation available for this session.

  • 2:00-3:00pm

  • 2:00-3:00pm SESSION 1: LEGAL/COMPLIANCE Salon IV

    Where is the SEC Going?
    This session speculates on the direction the SEC will take over the next year and longer-term, particularly regarding variable insurance products and underlying funds. It draws on SEC strategic plans, reports to Congress, regulatory agendas, and other statements that may not have received close attention. A veteran practitioner and former Assistant Chief Counsel of the SEC’s Division of Investment Management gives his analysis and prognostication.

    SPEAKER
    Gary Cohen, Of Counsel, Carlton Fields Jorden Burt

    PRESENTATION
    Download the presentation (PDF)

  • 2:00-3:00pm SESSION 2: INVESTMENT/FINANCIAL Salon F

    European Financial Regulation: An Insider's Look at a Fragmented Landscape and its Impact on Insurers and Emerging Non-Bank Players
    This session will provide in-depth perspective of a complex regulatory landscape facing financial services firms throughout Europe and across the globe. Conflicting regulatory and capital requirements are reshaping balance sheets for banks and insurance companies. How will the Eurozone capital markets re-configure and what role will non-bank players have in these new capital markets?

    SPEAKER
    Bill Winters, Chief Executive Officer and Chairman of Renshaw Bay

    PRESENTATION
    No presentation available for this session.

  • 2:00-3:00pm SESSION 3: REINSURANCE Salon G

    The Future of Reserve Financing
    Leaders in the field will share their expertise and answer questions on what the future may hold for financing reserves.

    SPEAKERS
    David Alberts, Partner, Mayer Brown LLP
    Alan Routhenstein, Principal, Consulting Actuary, Milliman

    MODERATOR
    Michael G. DeKoning, President & Chief Executive Officer, Munich American Reassurance Company

    PRESENTATION
    Download the presentation (PDF)

  • 2:00-3:00 pm SESSION 4: INVESTMENT/FINANCIAL; TECHNOLOGY Penn Avenue Terrace

    The Second Half of the Chessboard: The Power of Technological Change
    The accelerating pace of technology-driven innovation is dizzying. Using history to make the case, Conning’s Managing Director and Chief Technology Officer explores the history of technology innovation and the forces that have led to exponential growth. He will describe means for the future while focusing on the next decade and what matters most for the decisions that business leaders should make today. The discussion will emphasize the forces that will reshape the insurance and investment sectors of the economy.

    SPEAKER
    David Weiss, Managing Director and Chief Technology Officer, Conning

    PRESENTATION
    Presentation not available for distribution.

  • 3:30-4:30 pm

  • 3:30-4:30 pm SESSION 1: LEGAL/COMPLIANCE
    Salon IV

    Life Insurers and Regulators: Protecting the Vulnerable Elderly
    Each day over the next 15 years, 10,000 Americans will turn 65.  By the year 2030, the number of Americans over age 80 will have increased 60 percent—to more than 17 million.  What steps can life insurance companies and the regulatory community take to ensure they can detect and respond to suspected senior financial abuse and fraud?

    SPEAKER
    Kathy Greenlee, Assistant Secretary, Administration on Aging, U.S. Department of Health and Human Services

    INTRODUCTION
    Cindy Hounsell, President, Women's Institute for a Secure Retirement (WISER)

    PRESENTATION
    No presentation available for this session.

  • 3:30-4:30 pm SESSION 2: INVESTMENT/FINANCIAL Salon F

    Goldman Sachs Asset Management (GSAM) Insurance Survey
    This session will provide an overview of the results of this year’s GSAM Insurance Survey. This year’s survey summarizes the responses of 185 Insurance Chief Investment Officers, 41 Insurance Chief Financial Officers, and seven individuals who serve as both, representing more than $6 trillion in global balance sheet assets. The survey highlights insurers’ views on the macroeconomic environment, asset allocation, portfolio construction, and industry capitalization.

    SPEAKER
    Mike Siegel, Managing Director, Goldman Sachs Asset Management

    PRESENTATION
    Presentation not available for distribution.

  • 3:30-4:30 pm SESSION 3: LEGAL/COMPLIANCE Salon G

    Setting the Fund Menu in Today's Regulatory Climate
    This panel will explore major regulatory and litigation developments that could affect the fund menu for variable products, including implications of the SEC’s new rules for money market funds, excessive fee claims bar that target insurance-sponsored fund complexes, the SEC’s enforcement focus, and the New York’s Department of Financial Services aversion to introducing hedging strategies to insurer fund line-ups. Experienced practitioners will explore these challenges and offer suggestions for helping your company cope with these developments.

    SPEAKERS
    Cathy Botticelli, Partner, Dechert LLP
    Matt Larrabee, Partner, Dechert LLP
    Jeffrey Puretz, Partner, Dechert LLP

    PRESENTATION
    Download the presentation (PDF)

Tuesday, October 21

    9:45-10:45 am

  • 9:45-10:45 am SESSION 1: LEGAL/COMPLIANCE Salon IV

    Compliance Seeks a Path to Regulatory Readiness—2014 EY Insurance Survey
    The regulatory landscape is changing significantly for insurance companies. An insurer’s compliance activities will need to evolve as regulations and oversight continue to change. To set a benchmark for where insurers are with the evolution, Ernst & Young surveyed chief compliance officers at 16 North American insurance companies. The survey focused on the structure and governance of the compliance function and core compliance program activities. This session will explore the key areas covered in the survey and present opportunities for attendees to discuss the survey findings and the evolving compliance function.

    SPEAKER
    Tom Ward, Partner, Ernst & Young

    PRESENTATION
    Download the presentation (PDF)

  • 9:45-10:45 am SESSION 2: INVESTMENT/FINANCIAL Salons F & G

    Making the Most of “Interesting Times” in the Bond Markets
    Panelists will discuss how insurers are uniquely positioned to profit from the uncertainties in the global fixed income market today. In markets where secondary trading has dried up, insurers have the size and scale to capture new issue discounts. In markets where the liquidity crisis is still shaping investment decisions, insurers can take advantage of their relatively predictable liabilities and their status as buy-and-hold investors to capture sizable premiums. The discussion will cover how insurers rely on relationships with large fixed income asset managers in addition to a robust procedure for addressing credit spreads.

    SPEAKER
    Douglas Niemann, Global Head of Strategy & Analytics, J.P. Morgan Asset Management

    PRESENTATION
    Presentation not available for distribution. Please email Geneva at genevabarber@acli.com if you would like to receive a copy.

  • 9:45-10:45 am SESSION 3: MEDICAL Salons D & E

    Genetic Testing—Where Are We Now?
    This session will focus on the current clinical use of genetic tests, the current state of direct to consumer genetic testing, and the potential implications for the life and long-term care insurance marketplace.

    SPEAKER
    Bruce Margolis, D.O., Medical Director, Genworth Financial

    PRESENTATION
    Download the presentation (PDF)

  • 9:45-10:45 am SESSION 4: INTERNATIONAL
    Penn Avenue Terrace

    U.S. and International Data and Privacy Requirements—Not Going Away
    Justified or not, insurers and reinsurers are caught in the public and governmental backlash at the state, federal and international levels on high profile non-insurance data leaks and NSA activities. The past year has seen major developments at home and in Europe and Asia calling for forced localization of consumer and corporate data. Hear from leading insurance company technology and privacy officers and other industry experts on what to expect and how to comply.

    SPEAKERS
    Robert Jett III, Vice President, Global Compliance & Data Privacy Officer
    Adam C. Schlosser, Director, Center for Global Regulatory Cooperation U.S. Chamber of Commerce
    Harry Valetk, Attorney at Law, Baker & McKenzie LLP

    MODERATOR
    Robbie Meyer, Vice President & Associate General Counsel, ACLI

    PRESENTATION
    Presentation not available for this session.

  • 11:00 am-Noon

  • 11:00 am-Noon SESSION 1: LEGAL/COMPLIANCE Salon IV

    Class Action Workshop: How Recent Supreme Court Certification Rulings Provide Powerful Tools to Defend and Defeat Life Insurance Class Actions
    This panel will cover the lessons learned from the recent Comcast and Wal-Mart rulings and compare them with the recent filings against the life insurance industry. Panelists will discuss how these rulings can be used as powerful tools for the industry.

    SPEAKERS
    Joel Feldman, Partner, Sidley Austin LLP
    Eric Mattson, Partner, Sidley Austin LLP

    PRESENTATION
    Download the presentation (PDF)

    HANDOUTS
    Handout 1 (PDF)
    Handout 2 (PDF)
    Handout 3 (PDF)

  • 11:00 am-Noon SESSION 2: INVESTMENT/FINANCIAL Salons F & G

    Insurance Company Membership in the Federal Home Loan Banks
    The long-awaited Federal Housing Finance Agency proposed revision to membership rules for the Federal Home Loan Banks was published in September. Comments on it are due soon. Hear a distinguished FHLBank President and well-informed insurance company expert opine on the wide-ranging issues relating to insurance company membership in the Federal Home Loan Banks. The proposed new asset test and principal place of business requirement will receive special focus.

    SPEAKERS
    Amy Angle, Treasury General Counsel, Transamerica
    Matt Feldman
    , President & CEO, Federal Home Loan Bank of Chicago

    MODERATOR
    Michael Lovendusky, Vice President & Associate General Counsel, ACLI

    PRESENTATION
    Presentation not available for distribution.

    HANDOUTS
    Handout 1 (PDF)
    Handout 2 (PDF)
    Handout 3 (PDF)
    Handout 4 (PDF)

  • 11:00 am-Noon SESSION 3: INVESTMENT/FINANCIAL Salons D & E

    Sustainable Retirement Planning
    Baby Boomers are entering retirement with fewer traditional defined benefit pension plans. Insurance companies and financial advisory firms are seeing growing interest in alternative solutions to create sustainable retirement plans. Insurance companies have begun offering deferred income annuities and other such products that allow individuals to build their own pension plans from funds they have accumulated through 401K and other such savings plans. The session will compare several common approaches and demonstrate that risk management is a key element in building a sustainable self-managed retirement plan.

    SPEAKER
    Ken Mungan, Principal, Milliman

    PRESENTATION
    Download the presentation (PDF)

  • 11:00 am-Noon SESSION 4: TECHNOLOGY/SOCIAL MEDIA SESSION Penn Avenue Terrace

    Navigating Social Media and Regulations for Business Results
    In less than a decade, there are almost 2 billion people on social networks. The implications and opportunities for the insurance industry are immense while the cost of not being where your firm's and advisors' clients are is too great. But where do you start? How does our firm ensure it has the right resources, policies, and technology? Join a conversation with Hearsay Social and an executive from a leading life insurance firm for a discussion on how their organization has worked cross-functionally between distribution, marketing, and compliance to embrace social media to connect and engage with today's consumers.

    SPEAKER
    Gary Liu, VP, Marketing, Hearsay Social

    PRESENTATION
    Presentation available post-conference.

    HANDOUT
    Handout (PDF)

  • 2:00-3:00 pm CLOSING SESSION Salon IV

    Legislative and Regulatory Challenges
    Join ACLI staff for a review of the legislative and regulatory challenges facing the industry today.

    SPEAKERS
    Pete Bautz, Vice President, Taxes & Retirment Security, ACLI
    Bruce Ferguson, Senior Vice President, State Relations, ACLI
    Gary Hughes, Executive Vice President & General Counsel, ACLI
    Maurice Perkins, Senior Vice President, Federal Relations, ACLI

    PRESENTATION
    Presentation not available for this session.

Speaker Presentations

presentationsPlease visit this page, dedicated to conference presentations.

Keynote Speakers

Conference Emcee

Speaker

Nina Easton

Washington Columnist and Senior Editor-at-Large, Fortune


Nina Easton is FORTUNE's Washington columnist and senior editor, covering politics and economics in the nation's capital. She is a prime-time political analyst for Fox News and is regularly featured on “Fox News Sunday" and "Special Report.”

Her decades-long coverage of national elections, political movements, presidential administrations, and financial crises gives her unique perspective of the intersection of Washington politics and the global economy—and what this means for the business community.



Monday General Session: Perspectives

President's Perspective

Speaker


Dirk Kempthorne

President and CEO, American Council of Life Insurers

As president and CEO of the American Council of Life Insurers (ACLI), Dirk Kempthorne is the chief representative and spokesman for the life insurance industry before Congress, the administration, in all state capitals, and in the international arena. Governor Kempthorne’s focus is on the important role life insurers play in providing fnancial and retirement security to many millions of American families. His efforts shape public policies that make it easier for families to manage risk and ensure they have protection, long-term savings and guaranteed income-for-life options in retirement.

In 1985, Governor Kempthorne was elected Mayor of the City of Boise, Idaho. After serving seven years as Mayor, he was elected to the United States Senate in 1993. With Idaho issues close to his heart, he left the Senate after one term and was elected Governor of Idaho in 1998, and was easily re-elected for a second term in 2002.

In 2006, Governor Kempthorne returned to Washington, D.C. to serve President George W. Bush as the 49th Secretary of the Interior, charged with resurrecting the Department’s tradition of responsible stewardship of public lands. In this role, Governor Kempthorne managed 20 percent of U.S. lands with an annual budget of $18 billion.

Chairman's Perspective

Speaker


John D. Johns

Chairman, ACLI Board of Directors; Chairman, President and CEO, Protective Life

John D. Johns joined Protective Life Corporation October 1993 as Executive Vice president and Chief Financial Officer. In August 1996, Mr. Johns was promoted to President and Chief Operating Officer of Protective Life Corporation. In January 2002, Mr. Johns was promoted to President and Chief Executive Officer. Mr. Johns was promoted to Chairman, President and CEO in January 2003.

Prior to joining Protective Life, he was with Sonat Inc., as Vice President and General Counsel from 1988. Mr. Johns was a founding partner of the law firm Maynard Cooper & Gale from 1984 to 1988. He was an Associate (1978-1983) and Partner (1984) of the law firm Cabaniss, Johnston, Gardner, Dumas & O’Neal.

Mr. Johns graduated from the University of Alabama in 1974, B.A.; graduated from Harvard Law School in 1978, J.D.; and Harvard Business School 1978, M.B.A.



Monday General Session: "Big Decisions: Elections & World Events"

Join Mike Murphy, Mark Mellman, and Nicholas Burns, three of the nation's top opinion leaders, in analyzing this year's elections and the world events that are shaping the U.S. public policy agenda.

Speaker


Mike Murphy

Republican Political Strategist; Political Analyst for NBC News; Contributing Editor, TIME; and Partner at Revolution Agency

Leading strategist and media consultant to more than two dozen winning GOP gubernatorial and U.S. Senate campaigns and adviser to numerous CEOs, Fortune 500 companies, and prominent trade associations.

Speaker


Mark Mellman

Democratic Public Opinion Researcher and Communication Strategist; Consultant to Democratic Leadership; Contributor to The Hill; CEO of The Mellman Group

Prominent pollster and communications strategist to the campaigns of 26 U.S. Senators, eight Governors and over two dozen Members of Congress, as well as numerous state and local officials since 1982.



Speaker


Nicholas Burns

Ambassador to NATO and Greece; Professor at the Harvard Kennedy School of Government; and Boston Globe Contributor

Ambassador Burns is one of the country's top thought leaders on international politics and nonpartisan expert on public diplomacy and world affairs.

Luncheon Speakers

Join Robert Siciliano (Sunday), Professor Jeffrey R. Brown (Monday), and Ron Insana (Tuesday) for a luncheon session every day of the conference.

Sunday Luncheon

Speaker


Robert Siciliano

Personal Security Expert, CEO of www.IDTheftSecurity.com

RISK MANAGEMENT: INFORMATION, COMPUTER SECURITY AND PRIVACY PROTECTION
There is a reason why we keep hearing about data breaches involving millions of credit card and account numbers: hacking is very lucrative. High-profile corporate security breaches and identity theft continue to dominate the headlines—threatening consumers and businesses alike. Now, corporate American must also consider the reputational risk linked to cyber security. Hear from a personal security and identity theft expert on the fundamentals to follow to protect your data and the data in which you are entrusted.

Monday Luncheon

Speaker


Professor Jeffrey R. Brown

Karnes Professor of Finance and Director of the Center for Business and Public Policy University of Illinois College of Business

BUILDING RETIREMENT SECURITY IN AMERICA
Retirement security continues to dominate the national headlines and lawmakers are facing increased political pressure to identify public policy answers.

The private retirement system is effectively providing a robust and growing foundation for millions of Americans' retirement security through defined contribution plans, such as 401(k)s, as well as IRAs, and individual annuities. Today, nearly 80% of American workers have access to workplace retirement plans and more than 80% of those with access participate in the plans.

Yet, there are still millions of American families who are under-saved and under-insured. Retirement expert Dr. Jeff Brown will discuss the barriers families face and explore how the industry and policy-makers can identify balanced solutions to expand access and increase savings.

Tuesday Luncheon

Speaker


Ron Insana

Senior Analyst, CNBC and Financial Industry Expert

NAVIGATING THE BUSINESS CROSS-CURRENTS
Ron Insana is CNBC's senior analyst and commentator and host of a nationally-syndicated daily radio show. He provides his journalistic perspective to how Wall Street, Main Street, and Washington shape the new normal. As a financial journalist who has worked for and run his own hedge fund, Insana offers clear, unvarnished insights on the ever-changing status of the economy.

Partners/Sponsors/Affiliates



Strategic Partners



Sponsors: Chairman Level



Sponsors: President Level



Sponsors: Director Level



Affiliates



Exhibitor Marketplace

 

Exhibitor Floorplan

Exhibitor Floorplan

Exhibitors

AAM – Booth #27
30 West Monroe St
3rd Floor
Chicago, IL 60603

Contact: Neelm Pradhan, Vice President, Business Development
Phone: (312) 263-2359
Email: neelm.pradhan@aamcompany.com

AAM has managed investment portfolios exclusively for insurance companies since 1982. Additional services include investment accounting, tax modeling, dynamic asset-liability management, and management of convertible bond, high yield and bank loan strategies. AAM customizes our investment management service to suit each client’s investment policy, risk parameters, and ongoing client communication expectations. www.aamcompany.com

AAM

Accenture Software for Life and Annuity – Booth #12
1345 Avenue of the Americas New York, NY 10105

Contact: Nancy Bass, Sales and Marketing Lead
Phone: (512) 732-5155
Email: nancy.bass@accenture.com

Accenture Software’s strategic life and annuity solutions support mission critical products and processes for carriers. The Accenture Life Insurance Platform (ALIP) enables product development, sales and operational automation across the full policy lifecycle. We also address the need for modern technologies through our Digital Insurance offerings, which include SmartVideo, Web recording and Mobility. www.accenture.com/lifeandannuitysoftware

Accenture

American Council of Life Insurers – Booths #18-19
101 Constitution Avenue, NW Suite 700 Washington, DC 20001

Contact: Ken Shields, Vice President, Publishing
Phone: (202) 624-2335
Email: KenShields@acli.com

The American Council of Life Insurers (ACLI) is a Washington, D.C.-based trade association with more than 300 legal reserve life insurer and fraternal benefit society member companies operating in the United States. ACLI advocates in federal, state and international forums. Its members represent more than 90 percent of the assets and premiums of the U. S. life insurance and annuity industry. In addition to life insurance, annuities and other workplace and individual retirement plans, ACLI members offer long-term care and disability income insurance, and reinsurance. Its public website can be accessed at www.acli.com.

ACLI

A.M. Best Company – Booth #14
Ambest Road, Oldwich, NJ 08858

Contact: Magdalena Crouse, Senior Event Coordinator
Phone: (908) 439-2200, Ext. 5419
Email: magdalena.crouse@ambest.com

A.M. Best Company pioneered the concept of insurance company ratings and has specialized in the analysis of the insurance industry since 1899. Today, Best's Credit Ratings are referred to throughout the world as an objective opinion of insurer financial strength. The company has offices in the U.S., London, Hong Kong, Mexico and Dubai. www.ambest.com

AM Best

American Funds – Booth #6
333 S. Hope Street, Los Angeles, CA 90071

Contact: Marlena Briceno, Marketing Communications
Phone: (213) 452-2197
Email: majb@capgroup.com

American Funds, part of Capital Group, has helped investors pursue long-term investment success since 1931. Its consistent approach—in combination with The Capital SystemSM—seeks to achieve superior results over time. The Capital System combines individual accountability with teamwork. Each fund is divided into portions that are managed independently by investment professionals with diverse backgrounds, ages and approaches. An extensive global research effort is the backbone of teh Capital System. Investment decisions are based on a long-term perspective, which American Funds believes aligns with the interests of investors. www.americanfunds.com

American Funds

Carlton Fields Jorden Burt – Booth #29
1025 Thomas Jefferson Street, NW, Suite 400 East; Washington, DC 20007

Contact: Jo Cicchetti
Phone: (202) 965-8162
Email: jcicchetti@cfjblaw.com
Contact: James F. Jorden
Phone: (202) 965-8135
Email: jjorden@cfjblaw.com

Carlton Fields Jorden Burt has nearly 400 attorneys and government consultants serving clients from offices in California, Connecticut, Florida, Georgia, New York, and Washington, D.C. The firm is known for its national litigation practice, including class action defense, trial practice, white-collar representation, and high-stakes appeals; its regulatory practice; and its handling of sophisticated business transactions and corporate counseling for domestic and international clients. For additional information, visit www.CFJBLaw.com. (Carlton Fields Jorden Burt practices law in California through Carlton Fields Jorden Burt, LLP.)

Carlton Fields

Cerulli Associates – Booth #4
699 Boylston Street; Boston, Massachusetts 02116

Contact: Account Management
Phone: (617) 437-0084
Email: info@cerulli.com

Founded in 1992, Cerulli Associates specializes in worldwide asset management and distribution analytics. Headquartered in Boston, Cerulli also has offices in London and Singapore. Cerulli blends original research and data analysis to bring perspective to current market conditions and forecasts for future developments. Its U.S. practices cover manufacturing and distribution issues across core areas including managed accounts, intermediary, retirement, annuities, retail investor, and retail and institutional asset management. Its international practice coverts asset management and distribution trends globally and in 45 countries worldwide. Its product lines include monthly, quarterly, annual and one-time publications as well as an interactive data platform called Lodestar. www.cerulli.com

Cerulli Associates

Compliance Assurance Corporation (CAC) – Booth #8
2740 Smallman St.
Suite 240
Pittsburgh, PA 15222

Contact: Cari Moore, Office Manager
Phone: (412)-690-6201; Fax: 412-535-0545
Email: cmoore@complyfast.com

Compliance Assurance Corporation delivers the only integrated enterprise compliance platform designed specifically for the insurance industry. CAC’s Comply On Demand Enterprise (CODE) provides a comprehensive framework for managing critical compliance and risk functions, such as regulatory change management, consumer complaint management, rate and form filing, policy management, and market conduct exam management. www.complyfast.com

Compliance Assurance Corporation

Conning – Booth #5
One Financial Plaza Hartford, CT 06103

Contact: Sunny Wadhwa
Director, Business Development
Phone: 860.299.2248
Email: sundeep.wadhwa@conning.com

Conning (www.conning.com) is a leading investment management company for the global insurance industry, with almost $92 billion in assets under management as of June 30, 2014 through Conning, Inc., Conning Asset Management Limited, Cathay Conning Asset Management Limited, and Goodwin Capital Advisers, Inc. Conning’s unique combination of asset management, risk and capital management solutions and insurance research helps clients achieve their financial goals through customized business and investment strategies. Founded in 1912, Conning is focused on the future, providing clients with innovative solutions, leveraging its global capabilities, investment experience, and proprietary research. Conning is headquartered in Hartford, Connecticut, with additional offices in New York, London, Cologne, and Hong Kong. www.conning.com

Conning

Dechert LLP – Booth #2
1775 I Street, NW; Washington, DC 20005

Contact: Matthew L. Larrabee, Partner
Phone: (202) 261-3578
Email: matthew.larrabee@dechert.com
Contact: Jeffrey S. Puretz, Partner
Phone: (202) 261-3358
Email: Jeffrey.puretz@dechert.com

Dechert is a leading global law firm that focuses on servicing financial institutions including insurance complexes. Our lawyers advise on securities regulation and compliance, litigation including class actions and derivative claims, insurance products, mutual funds and fund boards, pension platforms, private fund formation and management, investment advisers, broker-dealers, bank regulation including the Volcker Rule and SIFI designation, SEC and other regulatory enforcement, board investigations, securitizations, corporate transactions, creditors rights, intellectual property, privacy rules, and other legal needs. www.dechert.com

Dechert

Fasano Associates - Booth #22
1201 15th St NW
Washington, D.C. 20005

Contact: Bill DeCinque
Managing Director of Business Development
Phone: 202-457-8188
Email: bdecinque@fasanoassociates.com

Fasano Associates provides specialty and turnkey underwriting services to the life, health and annuity markets. Specialties include impaired risk and older age underwriting. Fasano's older age database and mortality tables have been licensed to top reinsurance companies. Underwriting staff includes former Chief Medical Directors of highly regarded ACLI member companies. www.fasanoassociates.com

Fasano Associates

Federal Home Loan Banks – Booth #30
221 East Fourth Street
1000 Atrium Two
Cincinnati, OH 45202

Contact: James J. O’Toole Vice President
Phone: (513) 852-7147
Email: otoolejj@fhlbcin.com

The Federal Home Loan Banks are a network of 12 regional banks that provide a variety of credit programs to its 7400 member financial institutions including 287 insurance companies. www.fhlbanks.com

FHLB

Federal Office of Child Support Enforcement (OCSE) – Booth #15
370 L'Entfant Promenade, S.W.; Washington DC 20447

Contact: Beatrice Locks, Insurance Match Liaison
Phone: (202) 260-5606
Email: Beatrice.Locks@acf.hhs.gov

OCSE's Insurance Match (IM) program works with insurers to assist states collect past-due support for families. The program copares claims information with delinquent noncustodial parents. The IM program's success has far exceeded expectations and is getting great results with help from our life insurance partners. States have collected tens of millions of dollars with some individual payments reaching nearly six figures. One recent example was a $500,000 match, which the state used to repay a noncustodial parent's debt. To learn more, visit http://www.acf.hhs.gov/programs/css/insurance-companies.

Federal Office of Child Support Enforcement (OCSE)

First Consulting & Administration, Inc. - Booth #1
1020 Central Ste 201
Kansas City, MO 64105

Contact: CJ Rathbun, Senior Consultant
Phone: (816)391-2740
Email: cj.rathbun@firstconsulting.com

First Consulting & Administration, Inc. is a premier provider assisting the insurance industry in achieving business strategies with a focus on compliance and regulatory issues. Since 1969, First Consulting has advised and assisted companies across the country. The primary areas of practice include product development, drafting and filing; compliance consulting; third party administrator licensing; research; advertising compliance; UCAA filings; and, a full range of Enterprise Risk Management (ERM) services including Own Risk & Solvency Assessment (ORSA) compliance tailored to insurance company needs. More information about our Co-sourcing services is available at: www.firstconsulting.com

First Consulting & Administration, Inc

GR-NEAM - Booth #11
76 Batterson Park Road Farmington, CT 06032

Contact: Marie Callahan, New Business Development
Phone: (860) 409-3292 Email: mcallah@grneam.com
Contact: Ryan Saul, New Business Development
Phone: (860) 409-3234
Email: ryan.saul@grneam.com

GR-NEAM is a global investment adviser that specializes in offering capital and investment management services primarily to the insurance industry. Our services consist of Asset Management, Enterprise Risk Management, Investment Technology Solutions, and Investment Accounting and Reporting Services for global mandates. www.grneam.com

GR-NEAM

Hearsay Social - Booth #23
185 Berry St., Suite 3800; San Francisco, CA 94107

Contact: Conner Crown, Business Development
Phone: (212) 905-6135 Email: ccrown@hearsaycorp.com

Hearsay Social empowers global sales forces to efficiently and successfully use social media to attract prospects, retain customers, and grow business. The enterprise-ready solution enables sales representatives to quickly and easily move beyond yesterday's sales tactics and adopt today's leading social-selling techniques. The Hearsay Social platform boosts sales productivity and incorporates best practices while ensuring brand integrity and compliance for even the most regulated industries. Tens of thousands of salespeople worldwise use Hearsay Social every day to hear and respond to everything their customers and prospects are saying on top social networks, including Facebook, LinkedIn, and Twitter. http://hearsaysocial.com

Hearsay Social

Iowa Economic Development Authority – Booth #28
200 East Grand Avenue Des Moines, Iowa 50309

Contact: Michael Gould, Business Development Manager
Phone: (515) 725-3115 Email: Michael.gould@iowa.gov

Iowa provides the ideal climate for business growth with pro-business policies and a legendary Midwestern work ethic. Over 80 insurance companies have selected Iowa as their location for headquarters, establishing Iowa as an insurance hub with a savvy financial services labor market and an environment that is efficient, fair and responsive. To learn more, visit our website www.iowaeconomicdevelopment.com. www.iowaeconomicdevelopment.com

Iowa Economic Development Authority

Life Happens – Booth #26
1655 North Fort Myer Drive; Suite 610; Arlington, VA 22209

Contact: Matt Derrick, Executive Vice President, Programs & Marketing
Phone: (703) 888-4442
Email: mderrick@lifehappens.org

Life Happens, formerly the LIFE Foundation, is a nonprofit organization dedicated to helping Americans take personal financial responsibility through the ownership of life insurance and related products, including disability and long-term care insurance. Life Happens is celebrating its 20th anniversary on October 14th. www.lifehappens.org

Life Happens

Milliman – Booth #24
71 South Wacker Drive
Suite 3100
Chicago, IL 60606

Contact: Margaret Dorn, Financial Risk Management, Business Development Officer
Phone: (312)-726-0677
Email: margaret.dorn@milliman.com
Contact: Ken Mungan, Financial Risk Management, Principal
Phone: (312) 726-0677
Email: ken.mungan@milliman.com

Milliman Financial Risk Management LLC is a global leader in financial risk management to the retirement savings industry. Milliman FRM provides investment advisory, hedging, and consulting services on $150 billion in global assets (as of June 30, 2014). Established in 1998, the practice includes over 100 professionals operating from three trading platforms around the world (Chicago, London, and Sydney). Milliman FRM is a subsidiary of Milliman, Inc., one of the world’s largest independent actuarial and consulting firms. www.milliman.com

Milliman

National Insurance Producer Registry (NIPR) – Booth #17
1100 Walnut Street
Kansas City, MO 64106

Contact: Marketing Department
Phone: (816) 783-8467
Email: marketing@nipr.com

The National Insurance Producer Registry (NIPR) is the premier public-private partnership supporting the work of the states and the NAIC in re-engineering and streamlining the insurance producer licensing process through uniformity. Available products include the Producer Database (PDB) and electronic applications for Non-Resident and Resident Licenses (initial and renewal). www.nipr.com

NIPR

Saberpoint - Booth #25

300 East 55th Street; Suite 24B; New York, NY 10022

Contact: Dan Pierson, Executive Vice-President, Sales
Phone: (855) 654-7674
Email: dpierson@nlir.org

Saberpoint offers cutting-edge IT and buiness solutions to mid and large size enterprises. With offices in the U.S. and India, Saberpoint offers a global delivery model for ERP, Internet of Things, Analytics, Mobility, and Cloud solutions, empowering your company to mobilize your business. www.saberpoint.com

Saberpoint

se2 - Booth #10
5801 SW Sixth Avenue Topeka, KS 66636

Contact: Candy Plank, Event Planner Phone: (785) 438-3118
Email: Candy.Plank@se2.com

The ability to get products to market quickly is critical in order to capitalize on growth opportunities. se² accelerates your ability to get new products to market first - with next-generation, fast and flexible solutions custom tailored to meet the needs of life and annuity companies. With se²’s advanced technology, you can improve your product’s speed-to-market while enhancing your consumer and producer experiences. Bypass traditional legacy roadblocks - and launch new products fast. Visit us at www.se2.com.

se2

Sidley Austin LLP - Booth #3
One South Dearborn Street; Chicago, IL 60603

Contact: Joel S. Feldman, Partner
Phone: (312) 853-2030
Email: jfeldman@sidley.com

Contact: Michael P. Goldman, Partner
Phone: (312) 853-4665
Email: mgoldman@sidley.com

Sidley Austin LLP is one of the world's premier law firms with approximately 1,800 lawyers and 18 offices in North America, Europe, Asia and Australia. Sidley is one of only a few internationally recognized law firms to have a substantial, multidisciplinary practice devoted to the insurance and financial services industry. We have approximately 100 lawyers devoted to providing insurance class action defense, regulatory and innovative transactional services to the industry throughout the world. Recently, on behalf of life insurance companies, we won several precedent setting ERISA class actions and closed the first collateralized fund obligation transaction involving rated, Rule 144A securities since 2006. Sidley was the only firm named "Insurance Powerhouse" in the BTI Client Relationship Scorecard 2014: Ranking Law Firm Client Relationships. www.sidley.com.

Sidley

Standard & Poor’s Ratings Services – Booth #7
55 Water Street
New York, NY 10041

Contact: Amy Amoros, Director
Tel: (212) 438-2639
Email: amy.amoros@standardandpoors.com

Standard & Poor’s Ratings Services, a part of McGraw-Hill Financial, is the world’s leading provider of independent credit risk research and benchmarks. We publish more than a million credit ratings on debt issued by sovereign, municipal, corporate and financial sector entities. With over 1,400 credit analysts in 23 countries, and more than 150 years’ experience of assessing credit risk, we offer a unique combination of global coverage and local insight. Our research and opinions about relative credit risk provide market participants with information and independent benchmarks that help to support the growth of transparent, liquid debt markets worldwide. www.standardandpoors.com

S&P

Sutherland Asbill & Brennan LLP – Booth #16
700 Sixth Street NW, Suite 700
Washington, DC 20001-3980

Contact: Stephen E. Roth, Partner
Phone: (202) 383-0158; Fax (202) 637-3593
Email: steve.roth@sutherland.com

Sutherland Asbill & Brennan LLP
The Grace Building, 40th Floor
1114 Avenue of the Americas
New York, New York 10036-7703

Contact: Cynthia R. Shoss, Partner
Phone: 212.389.5012; Fax: 212.389.5099
Email: cynthia.shoss@sutherland.com

Sutherland is known for solving sophisticated business problems and legal issues for many of the world’s insurance companies. Whether it’s a regulatory or tax issue—or finance, M&A, reinsurance, securities, enforcement or litigation—over one-third of our approximately 425 lawyers devote themselves to addressing insurance industry challenges and opportunities. www.sutherland.com

Sutherland Asbill & Brennan

UTG - Booth #13
5250 S. Sixth Street
Springfield, IL 62703

Contact: Michael Borden, Vice President
Phone: (217) 241-6310
Fax: (217) 241-6578 Email: mike.borden@utgins.com

UTG is an insurance holding company and a member of a billion dollar financial services organization. Through its insurance affiliate, UTG provides servicing on a broad block of life, health, and annuity products for both internal business and provides Business Process Outsourcing support for other insurance carriers. www.utgins.com

UTG

Voya Investment Management - Booth #9
230 Park Avenue; New York, NY 10169

Contact: John D. Simone, CFA, Senior Vice President
Phone: (212) 309-8413
Email: john.simone@voya.com

Voya Investment Management (Voya IM) is a leading active asset management firm. As of June 30, 2014, Voya IM manages approximately $214 billion* for affiliated and external institutions as well as individual investors. Drawing on over 40 years of experience and an ongoing commitment to reliable investing, Voya IM has the resources and expertise to help long-term investors achieve strong investment results. http://voya.com

Voya Investment Management

Register


Attendee Type

EARLY BIRD (by 8/22/2014)

After 8/22/2014

MEMBER

$995

$1195

NONMEMBER

$1295

$1495

GUEST

$225

$225



ON-SITE REGISTRATION
Grand Foyer, Ballroom Level
Sunday, October 19: 8:00 am – 5:00 pm
Monday, October 20: 7:00 am – 5:00 pm
Tuesday, October 21: 7:00 am – 2:00 pm

BADGE CORRECTIONS
The name, company, and address that appear on your registration form will be used for your badge and the registration list.

MEETING CANCELLATIONS/REFUNDS
Cancellation notices must be submitted in writing to ACLI by email to genevabarber@acli.com.

Refund requests must be received no later than Friday, September 19. No refunds will be issued after Friday, September 19. Fees are refunded less $175 administrative fee. Subsitutions are welcome, but should be emailed to genevabarber@acli.com.

Hotel: JW Marriott

Event Location

  • Address
    JW Marriott
    1331 Pennsylvania Ave NW
    Washington, DC 20004
  • Hotel Phone
    202.393.2000


ACLI has reserved a block of rooms. Reservations can be made on the phone at 202-393-2000 or by using the link above.

The group rate is $309 per night (single/double) plus applicable tax. Please indicate that you are attending ACLI's Annual Conference to receive the group rate if making your reservation by phone. The deadline to make hotel reservations is FRIDAY, SEPTEMBER 19, 2014 or before the room block is filled, whichever comes first.