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 Chairman & CEO Perry A. Lerner and Managing Director & Partner Jay Judas will speak at three top industry events.
Perry Lerner will deliver new insights about the current state of the private, life insurance structuring marketplace at the 2016 Fall Private Placement Conference hosted by SALI Fund Services in New York on September 20-21. “A key partner for Crown Global, SALI Fund Services has played a significant role in the growth and development of private placement life insurance, and I am privileged to participate in this important annual gathering,” said Mr. Lerner.
Jay Judas will present alongside Rod Sager, Managing Partner of IPS Advisors, LLP, a Lion Street Inc. member firm at the Lion Street Inc. Annual Indaba Conference on September 18-20 in Dallas, TX. Mr. Judas and Mr. Sager will lead the session entitled “Positioning Private Placement Solutions with Family Offices and Institutional Referral Sources”. Indaba is Lion Street Owners most valuable meeting each year where Owners experience a culture valuing collective expansion through openness and idea sharing. “I am truly honored to be paired with Rod Sager, a nationally recognized luminary in providing insurance solutions to the Family Office and the Wealth Management community,” said Mr. Judas.
Jay Judas will also join Elizabeth Crawford, Managing Partner & Co-Founder of Nationwide Wealth Management, LLC, a Crown Global solutions partner, at the FWR Asset Allocation Summit sponsored by the Family Wealth Report on September 21 at the University Club in New York. Mr. Judas will lead a panel discussion titled “Protecting Assets – Making Full Use of the Financial Toolkit” where he will inform attendees about the application of private placement life insurance solutions within the HNW and ultra-HNW investment community. “Liz and her partner, Mike Crawford, have been strong alliances with Crown Global for many years so I am delighted that Liz and I have this opportunity to educate the Summit’s attendees about how our organizations work to provide investment-enhancement strategies,” said Mr Judas. New York-based Nationwide Wealth Management, LLC focuses exclusively on providing best-in-class insurance solutions for affluent individuals, families and businesses.