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Lombard International, a global leader in wealth structuring solutions for high net worth individuals, families and institutions, hosted its 3rd annual keynote event, the Alpha Alliance Conference this past March in Miami.  This exclusive invitation only event brought together over 100 industry professionals including members of the Alpha Alliance and related business partners, including asset managers, tax advisors, and product structuring experts. This year, Lombard International expanded the invitation list to include select Registered Investment Advisors (RIAs) and Family Offices to also attend the event.

Todd Walters, CEO of Spearhead Capital, member of the Alpha Alliance, said: “For a 3rd consecutive year, the Lombard International Alpha Alliance Conference brought together a dynamic group of forward-thinking asset managers, insurance producers and solution providers all working towards offering innovative investment solutions to high-net-worth individuals and institutions. Lombard’s commitment to, and vision for this space is clearly reflected by the successful circle of industry leaders they attract to the conference.”

In 2011, Lombard International launched the Alpha Alliance to provide an unparalleled level of service, training and market leading wealth structuring solutions to its partners. As a nationwide network, the Alpha Alliance includes leading insurance firms and professionals across the United States that collaborate with Lombard International to implement wealth planning strategies, specifically designed to meet the growing complex financial needs of  high net worth individuals and their families.  Last year the Alpha Alliance welcomed three new members to its invitation only network, reaching a total of 25+ member firms.

Ken Foley, Senior Vice President, Agency Distribution and Alpha Alliance at Lombard International, commented: “We were delighted to host another very successful conference this year to present new ideas, product innovation and digital enhancements to our Alpha Alliance members, continuing to strive to provide them with limitless resources and value for the high net worth clientele we jointly service. The Alpha Alliance members are among the most progressive advisors in the country, and their partnership is a key contributor to Lombard’s continuing growth and market changing product innovations.”

This year’s conference focused on key market trends in the private placement insurance market and the debut of Lombard International’s 2018 new product initiatives. Three new Lombard International proprietary private placement products were introduced and topics ranging from Tax Reform to Institutional Solutions were discussed.  The conference also featured keynote addresses from Lombard International’s Executive Chairman, John Hillman and US President & CEO, Michael Gordon.

Laurie Katz, Partner at GoldenTree Asset Management, LP said: “Lombard International has a unique track record in providing efficient product solutions to family offices allocating to hedge funds and alternatives. We are pleased to collaborate with them on this initiative and be a part of a collective audience that is focused on the forward thinking of the alternatives industry.”

Michael Gordon, CEO of Lombard International, concluded: “I am truly grateful to all our guests and speakers for their energy and participation.  We firmly believe that the private placement insurance and annuity market is on a path to geometric growth, and we look forward to working with our partners and colleagues to achieve that growth together.”


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