Swartzbaugh

Paul Ryan

Tue, 06 Oct 2020 16:42:53 GMT

PRESENTED ON OCTOBER 7

Paul Ryan

M Financial was honored to welcome Paul Ryan, former Speaker of the U.S. House of Representatives, as our fall Future of Insurance keynote speaker. From his two decades in office to the founding of the nonprofit American Idea Foundation, Paul Ryan’s career has focused on public policy and economic opportunity. In a year of substantial changes to American life and global relationships, Speaker Ryan brought an insider’s perspective to the coming election and the opportunities ahead.

Carrier Discussion

Tue, 22 Sep 2020 16:54:10 GMT

Wed. September 23 | 10:00 am PT

Henry Wong & Tod Nasser – John Hancock & Pacific Life

Wondering how the current state of the economy and capital markets are impacting carrier portfolios and investments, and what that means for new business? Tod Nasser of Pacific Life and Henry Wong from John Hancock engaged in a panel discussion sharing their unique perspectives about their general accounts, and what trends we might see in the future.

MORE ABOUT HENRY & TOD ›

Don Delf

Tue, 08 Sep 2020 18:01:52 GMT

Wed. September 9 | 10:00 am PT

Don Delf, Private Wealth Advisory Leader for PwC US, brought his legacy and expertise in private wealth to answer the trillion-dollar question: What’s top of mind for business owners and family offices heading into elections and uncertainty? Don also explored how elasticity of exemptions is critical in the wealth transfer process.

Don Delf, PwC, US Private Wealth Advisory Leader

Donald (Don) R. Delf is the US Private Wealth Advisory Leader for PwC, responsible for managing the Private Company Services (PCS) consulting practice for ultra-high net worth families with a focus on owners of private companies and family offices. Don has more than 30 years of experience in managing the delivery of complex integrated financial services to high net worth private business owners. His services include sophisticated financial transactions, wealth transfer planning, life insurance analysis, asset protection, cash flow planning, and financial modeling.

Tony Arnerich

Tue, 11 Aug 2020 18:19:57 GMT

Wed. August 12 | 10:00 am PT

Multi-Impact Asset Management in the Current Economy

Tony Arnerich explored current trends related to ESG (environmental, social, governance) investing, intentional investing, and wealth transfer to the next generation. He demonstrated how the pandemic has created opportunities for environmentally and socially responsible investing and the implications to your clients’ portfolios.

Tony Arnerich, Arnerich Massena

Tony Arnerich founded Arnerich Massena in 1991 to provide independent, unbiased investment advice with a focus on quality research, innovation, and client service. As chief executive officer for more than 25 years, Tony has directed the development of the firm, managing strategic growth and firm direction. Under Tony’s guidance, Arnerich Massena has been a pioneer in the investment industry, bringing innovation to portfolio construction for private clients, foundations, and endowments. He currently serves as Arnerich Massena’s co-CEO, co-Chief Investment Officer, Senior Investment Advisor, and Principal.

Scott Clemons

Tue, 28 Jul 2020 18:25:06 GMT

Wed. July 29 | 10:00 am PT

Investing in the Wake of a Pandemic

Scott Clemons, Chief Investment Strategist for Brown Brothers Harriman, examined the data around the pandemic’s effects on the economy. He also discussed the impact for insurance companies managing large amounts of money, what it means for your clients’ portfolios, and the silver linings generated by the recent rapid shift to digital engagement.

Scott Clemons, Brown Brothers Harriman, CFA

Scott Clemons joined Brown Brothers Harriman in 1990 and is the Chief Investment Strategist for their Private Banking business. He’s one of the firm’s primary thinkers, writers and speakers on topics related to the economy, financial markets and investing. Mr. Clemons began his BBH career in international equities, where he was an Analyst and Portfolio Manager for European and Asian equity strategies.

Zanny Beddoes

Tue, 14 Jul 2020 18:38:07 GMT

Wed. July 15 | 10:00 am PT

Our Global Economy in the Post-Pandemic World

KEYNOTE SPEAKER:

Zanny Minton Beddoes – The Economist

Named one of the Most Powerful Women in the World by Forbes , Zanny Minton Beddoes is a leading voice at the intersection of economics and policy. Known for delivering sophisticated insight on all facets of economic affairs, Zanny has written extensively about financial issues and is a frequent commentator on BBC, MSNBC, PBS, NPR, CNN, and CNBC.

Marc Cadin and Armstrong Robinson

Tue, 23 Jun 2020 18:41:03 GMT

Wed. June 24 | 12:30 PT

COVID = Accelerant for Change

AALU/GAMA’s Marc Cadin and Armstrong Robinson examined developing political trends and what financial professionals should expect through election day. They also explored the long-term impact of recent regulatory and legislative actions and identified the top opportunities and threats these regulations will generate for financial professionals in 2021.

Marc Cadin – AALU + GAMA

Every day, Marc Cadin wakes up and thinks about how he can better serve the financial security advisor and broader profession.

As CEO of AALU/GAMA, he is the chief advocate and spokesman for advisors who offer financial security to 75 million American families. AALU’s Mission is to advocate of behalf of it’s members, who provide financial and retirement security to the American people.

Armstrong Robinson – AALU + GAMA

Armstrong leads AALU/GAMA’s legislative and policy shop. Working for Members of Congress and for Clients, he has developed astute game-plans including coalitions, communications, legislative and political strategies for positively affecting outcomes. Armstrong’s work ethic and honesty are respected inside and outside Washington.

Marc-Andre Giguere

Tue, 16 Jun 2020 18:43:39 GMT

Wed. June 17 | 11:00 am PT

What do your HNW clients and key advisors need to know about how the reinsurance sector is responding to current What do your HNW clients and key advisors need to know about how the reinsurance sector is responding to current market conditions? Marc-Andre Giguere discussed possible ripple effects on client crediting and return rates, emerging trends in risk management, changes to expect in products and mortality, and how the sudden necessity for digital innovation is moving the industry forward.

Marc-Andre Giguere – Munich Re

Marc-Andre Giguere is the President and CEO of Munich Re, U.S. (Life and Health). Mr. Giguere is the executive in charge of all of Munich Re’s U.S. Life and Health business, driving the leading reinsurer’s long term direction, strategy investments and unprecedented business transformation.

Colin Devine

Tue, 02 Jun 2020 18:48:23 GMT

Wed. June 3 | 10:00 am PT

Outlook for the U.S. Life Insurance Industry After COVID-19

Colin Devine, Principal of C. Devine & Associates, examined the current status of the U.S. life insurance industry and how life insurers are doing amid COVID-19. Colin offers deep insights into what to expect in the coming months, the new “4% rule,” and how financial advisors are more important than ever as they guide clients through these unprecedented challenges.

Download Whitepaper ›

Colin Devine – C. Devine & Associates

Colin Devine is Principal of C. Devine & Associates as well as Operating Partner with Health Catalyst Capital, a venture capital fund that in high-growth InsurTech-enabled businesses. He is also a Research Fellow for the Alliance for Lifetime Income, a nonprofit 501(c)(6) organization focused on helping educate Americans on the risk of outliving their savings so they can enjoy their retirement. A recognized industry thought leader, Colin is a frequent guest speaker at conferences and corporate events.

Doug French

Tue, 02 Jun 2020 18:45:50 GMT

Wed. June 3 | 10:00 am PT

Beyond COVID 19 – How the insurance industry will reimagine their business.

Doug French, Ernst & Young’s Managing Principal of Insurance & Actuarial Services, examined the current economic disruption, its impact on the global insurance marketplace, and the effects on wealth transfer for the UHNW client, followed by a lengthy Q&A with the M audience.

Doug French – Ernst & Young

Doug French is the Managing Principal of the Insurance and Actuarial Advisory Services practice of Ernst & Young LLP’s Financial Services Organization. He is based in the firm’s New York office. Doug has spent more than 35 years in actuarial consulting. Before joining Ernst & Young LLP, he was a principal and global practice director of a major actuarial consulting firm.

Dr. Quincy Krosby

Tue, 05 May 2020 18:51:30 GMT

Wed. May 6 | 10:00 am PT

Of the Moment Market Outlook

Dr. Quincy Krosby, Prudential’s Chief Market Strategist, discussed how the pandemic is impacting financial markets and the overall economy. Dr. Krosby explored the recent and rapid shift in consumer behavior and the emergence of new technologies for navigating the current landscape, and she shared NFIB surveys that can offer insights into small business trends. Watch the replay to hear how the housing market and semiconductor segment are economic indicators of the health of the economy.

Download Whitepaper ›

Dr. Quincy Krosby – Chief Market Strategist, Prudential Financial

Quincy Krosby is Prudential Financial’s Chief Market Strategist. In this capacity, she provides a perspective on the global macro-economic environment and financial markets. Previously, Dr. Krosby was the chief investment strategist at The Hartford, and global investment strategist at Deutsche Bank asset management. She also held global markets positions at Credit Suisse and Barings.

Before coming to Wall Street, Dr. Krosby was a U.S. diplomat, serving in Washington and United States embassies abroad, including a posting as energy attaché at the U.S. Embassy in London. In addition to numerous assignments at the U.S. Department of State, she served as Assistant Secretary of Commerce, and represented the United States to the International Monetary Fund, positions that require confirmation by the U.S. Senate.

Dr. Krosby studied at the London School of Economics, where she earned her master’s and doctoral degrees.

Swartzbaugh

Paul Ryan

Carrier Discussion

Don Delf

Tony Arnerich

Scott Clemons

Zanny Beddoes

Marc Cadin and Armstrong Robinson

Marc-Andre Giguere

Colin Devine

Outlook for the U.S. Life Insurance Industry After COVID-19 ﻿

Doug French

Beyond COVID 19 – How the insurance industry will reimagine their business.

Dr. Quincy Krosby

Of the Moment Market Outlook ﻿

Outlook for the U.S. Life Insurance Industry After COVID-19

Of the Moment Market Outlook