Kick off this important networking event with a round-robin introducing each participant and hearing the key initiatives and challenges they are facing this year.

Mark McDonnell, Senior Portfolio Manager and Jan Erik Warneryd, Chief Investment Officer, Optimum Quantvest Corporation

 In 2023 the markets became quite favorable compared to the historically painful 2022 discussed at last year’s LIC Annual Conference in Jupiter, FL. As many asset classes improved, what are leading indicators telling us for 2024 and beyond? What possible strategy approaches should insurance company leaders consider in the face of continued financial and geopolitical uncertainty?

The LIC CEO Forum offers a unique opportunity to discuss your biggest challenges with other small-to-midsize life insurance company CEOs. Topics will be selected by participants, including:

• Life Insurance Trends
• Leveraging AI Tools
• Employee Engagement
• Managing Remote/Hybrid Workers
• Legislative/Regulatory Outlook for Smaller Carriers
• Distribution Challenges & Opportunities
• Quality Assurance
• Asset Allocation

(Registered Spouses Included)

Join us for an outing to Naval Air Station North Island, where we’ll tour Fleet Logistics Multi-Mission Squadron (VRM) 30, the U. S. Navy’s first CMV-22B Osprey squadron. The “Titans” of VRM-30 were established to begin the Navy’s transition from the C-2A Greyhound, which has provided logistics support to aircraft carriers for four decades, to the CMV-22B, a tiltrotor V/STOL aircraft that can take off and land as a helicopter but transit as a turboprop aircraft. Bus transportation will leave from the hotel lobby at 3:00 pm, and will take us from the tour to dinner at Il Fornaio Coronado and back to the hotel.

John Carroll, Senior VP and Head of Insurance and Annuities - U.S. & Canada, LIMRA and LOMA

See www.loma.org/LIC2024 for the LIC Annual Conference Agenda.