NEW YORK - September 20, 2017 - Crown Global Insurance Group LLC (“Crown Global” or the “Company”), a world leading provider of specialty insurance solutions for high net worth and institutional clients, today announced that its Chairman and CEO, Perry Lerner, will speak at Katten Muchin Rosenman LLP’s upcoming Developments in Tax-Efficient Investing event on October 3rd. Mr. Lerner will also serve as a panelist at the 2017 Fall Private Placement Conference hosted by SALI Fund Services on October 4th, an event sponsored by Crown Global.
On October 3rd Mr. Lerner will join fellow industry luminaries for Katten’s Developments in Tax-Efficient Investing program to enlighten attendees about portfolio construction and tax-efficient investment allocation, distribution and new product direction, structuring and US cross border tax implications and integrating tax efficiency into estate planning. Henry Bregstein, the global co-chair of Katten’s Financial Services practice, will moderate the discussion.
SALI Fund Services’ 2017 Fall Private Placement Conference will begin with a Welcome Reception on the evening of October 3rd and continues with a half day of educational presentations on the morning of October 4th. Mr. Lerner’s fellow speakers and attendees at this prominent annual gathering will include top asset managers, insurance companies, insurance brokers, distribution platforms and leading advisors.
“I look forward to sharing the latest insights with attendees at the upcoming Katten and SALI Fund Services events. It is a privilege to join with my fellow industry leaders to help educate and inform sophisticated investors, and their advisors, as they seek to navigate recent changes and enhance success through bespoke tax-efficient solutions,” said Perry Lerner, Chairman and CEO of Crown Global.
About Crown Global
Crown Global, through its operating subsidiaries, provides efficient investment-enhancement strategies and products for institutional investors, investment managers and ultra-high net worth individuals. The Company offers custom solutions that enable managers and investors to enhance their returns from investments in alternative assets and managed accounts. Crown Global operates globally and maintains offices in North America, Switzerland and the Cayman Islands Since its founding in 1998, Crown Global has established a solid track record of issuing U.S. and non U.S. compliant life insurance and annuity policies for institutional and ultra-high net worth clients.
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