HNW INSURANCE SUMMIT - Dubai 2023

Simon Price is the CEO of the DIFC Insurance Association. He is responsible for overseeing the association’s strategic direction and driving its members priorities. He has extensive management, financial and commercial experience in the insurance sector with over 22 years’ experience in markets across Europe, Middle East and Asia. Simon has held a variety of leadership roles ranging from Chief Financial Officer, Head of Strategy, M&A to Digital Transformation. Prior to joining the DIFCIA he led the market management function for Zurich Insurance redefining its brand, digital footprint, and customer propositions in the region. Simon is a graduate in Mathematics from the University of Nottingham and qualified with the Institute and Faculty of Actuaries in the UK.

Reggie Mezu is a Senior Special Counsel in Baker McKenzie’s Dubai office. He focuses on corporate tax and has practiced tax for nearly 30 years, including in the UAE for 15 years. He has multi-jurisdictional and multi-disciplinary professional qualifications in law, accountancy and taxation.

Philippe Amarante is a Managing Partner at Henley & Partners and the Head of the firm’s Dubai and Pakistan offices. Philippe has been successfully advising private and institutional clients across industries, countries, and cultures for over 15 years as a successful business, relationship, and brand builder. Before his current role, he served as the Global Head of Brand and Group Marketing Strategy at Credit Suisse Group. Philippe is a strategic thinker who enjoys a hands-on approach, delivering results across board and governmental levels in complex and international environments. His interests include nascent technologies and emerging business models and related trends. Philippe also has experience in non-profit organizations and luxury, retail, and finance industries.

Alastair is a Private Wealth partner in our Dubai office and advises high net worth individuals and families, family offices and trustees on global estate planning and tax efficient investment structures. Alastair has significant experience in international succession planning including regional and international trust and foundation structures, tax advice, immigration and family governance. Alastair leads the Private Wealth practice in the Middle East and is ranked in Band 1 in Chambers Global in Private Wealth Law. He is described as "superb; efficient, very knowledgeable... extremely resourceful… succinct and very client-oriented". Much of Alastair's work has an international dimension and often involves cross border succession and tax planning. Alastair's expertise includes advising on family trust and governance structures encompassing both business and private assets, tax efficient UK real estate investment structures, UK immigration, cross border estates and tax residency advice for those moving to or leaving the UK. In addition, Alastair is increasingly advising clients on legacy planning involving regional assets and has a particular focus on DIFC and ADGM foundation structures. Although Alastair's client base is drawn from individuals and families across multiple jurisdictions, he has a focus on individuals and families based in the Middle East, be they GCC nationals or global expatriates. Although there is no "typical" client, our clients' businesses and family assets often go hand in hand and Alastair works closely with colleagues across other areas of the firm to advise on structuring private and business assets. Alastair joined Trowers & Hamlins in October 2016 and has been based in the Middle East since September 2013 following 7 years working in London for a leading private wealth firm. He is recognised as one of the leading private client practitioners in the region. Alastair is a full member of the Society of Trusts and Estates Practitioners (STEP) and is the current Chairman of STEP Arabia. He regularly speaks at conferences regarding a variety of private client issues.

Mr. Zuckerbraun is based in Zurich, Switzerland and is the Managing Director of Geneva Insurance Group (Barbados) and Geneva International Insurance Inc., member companies of the Geneva Insurance Group. The Group provides private placement insurance solutions for High-Net-Worth clients worldwide. His primary responsibilities include insurance product sales and development, and management of the insurance Companies. He was previously Managing Director of the Bermuda based Valor Management and prior to that co-CEO of a Swiss life and annuity company, Zenith Vie, that provided traditional life, savings, and annuity products to Swiss and international clients. He was one of the founding partners of the Crown Global group of insurance Companies in Bermuda, Grand Cayman and Delaware and held the position of Managing Director. He was a former partner of swisspartners Wealth Management, Zurich and former Director of swisspartners Insurance Company, Grand Cayman. Prior to this position, he was founder and CEO of Private Risk Solutions AG and prior to this held the position of Chief Underwriter, Trans Re Zurich (an AIG Company). He has also held positions as an Underwriter with Transatlantic Re in London and Hannover Re in Hannover, Germany. Mr. Zuckerbraun has a B.A. degree from the University of Southern California and an M.B.A. degree from Pepperdine University. Mr. Zuckerbraun also holds the CPCU and ARe designations from the Insurance Institute of America and has been a teacher/coach for the Insurance Institute of Switzerland (IIS).

Nirav is qualified as Chartered Accountant from Gujarat, India. Being an excellent academia, he has secured 6th Rank in Inter CA and 36th rank in CA Finals. He then moved to KPMG in Mumbai and had specialized in International Tax and Finance and is advising on various cross border transactions from International and Domestic Tax and Regulatory perspective. His skills help companies do set up right Corporate Holding structure for the group, Evaluation of New Business/Investment Opportunities, Strategic Inputs/Reviews for businesses and Managing Compliance issues. Nirav has a 25 plus years’ experience from own practice to leading consulting firm to working with large family-owned corporate group. He has a hands-on experience of establishing and managing structures and compliances in more than 12 jurisdictions; evolving suitable corporate structures for holding companies, acquisition of business, financing, and IP optimization structures; establishing suitable family structures for Asset protection, succession planning, efficient ownership, and valuable experience of operating in multiple jurisdictions. Nirav had successfully conducted VAT Trainings for Dubai SME, The Institute of Chartered Accountants of India (ICAI) Dubai, Jain International Trade Organization (JITO) Dubai and Indian Business & Professional Council (IBPC) Dubai (to name a few), with a total participant of around 1,600+ Professionals who work from 550+ Companies, coming from the 7 Emirates of UAE (Abu Dhabi, Dubai, Sharjah, Ajman, Umm Al Quwain, Ras Al Khaimah and Fujairah). Nirav is also a full member of Society of Trust and Estate Planners (STEP).

Tim Denton is a qualified Trust and Estate Practitioner (TEP) and is the Head of Wealth Structuring for Habib Bank AG Zurich, based in Dubai. Tim has over 20 years of experience in structuring wealth for private banking clients and has lived in Dubai for 18 years. Tim has previously worked for Citi, Barclays and Emirates NBD private banks, as well as being a former chairman (and current committee member) of the Middle East branch of the Society of Trust and Estate Practitioners (STEP Arabia).

Mr. Chan has over 15 years of experience in the financial services industry. He has been a top producer at firms such as Wells Fargo Private Client Services, Citicorp Investments and Cetera Financial. Most recently, he served as Regional Investment Manager for East West Bancorp Investments. While at East West, he specialized in advising high net worth and ultra-high net worth clients, domestic and abroad. He focused on providing individually tailored investment, estate planning and insurance financial solutions. In addition, he supervised and trained both registered financial advisors and bank staff across the United States. Mr. Chan holds a Masters of Engineering in Chemical & Electrical Engineering from the University of Southern California

Leading the sales organization, Mr. Harrell brings over 30 years of offshore and annuity sales and leadership experience. Mr. Harrell joined Knighthead Annuity with a mandate to increase sales from existing distributors as well as expand the number of distribution partners. Formerly, Mr. Harrell served as Director of Business Solutions – Bank Channel for Russell Investments where he worked since 2010. Mr. Harrell successfully grew sales and distribution from zero to more than $2.5 Billion in five years establishing the bank network as the dominant distribution channel for Russell Investments. Prior to Russell, Mr. Harrell served as Managing Director, Western Division Sales for Symetra, growing sales from $500 million to over $2.2 Billion. He spent a number of years as First Vice President Banco de Puerto Rico and Senior Vice President for Sun Life Financial (five years) and Vice President Essex Corporation (seven years). Mr. Harrell also brings significant experience in product development and marketing. Mr. Harrell holds a Bachelor of Science - Social and Behavioral Science from Linfield College; McMinnville, Oregon and is a Certified Financial Planner® and Certified Mutual Fund Counselor®.

Ismael Hajjar is a UAE based partner specialising in international tax & wealth structuring, family office and private capital advisory. He started his career in Europe and has been serving international families for over 16 years. He relocated to the UAE in 2013 and is currently acting as a trusted advisor to a number of successful families across the Middle East region. He is leading PwC Tax and Legal service offering to private clients, entrepreneurial & royal families and family offices in helping them understand and manage their global affairs, overcome cross-border tax challenges and identify opportunities to achieve their family and business objectives. Prior to joining PwC, Ismael was acting as head of Private for another big four firm and was responsible for the design and execution of the overall firm strategy for private companies and their owners across all service lines. He also founded and led their MENA family enterprise and family office award-winning consulting practice which specialises in assisting successful families, entrepreneurs, and family offices across MENA at managing risks, preserving and growing wealth. Ismael has contributed to building and currently serves Family Offices. He is a regular speaker in the Middle East and beyond on topics such as family business and private wealth institutionalisation, global tax transparency, succession planning, governance and the role of the family office. Ismael holds a Master Degree in Business Administration, HEC-Ulg School of Management (Belgium) and is a certified chartered accountant in Luxembourg (“expert-comptable”). He also holds an Islamic finance qualification, Institute of Islamic Banking & Insurance (UK). He is a Trust and Estate Practitioner (TEP, Society of Trust and Estate Practitioners) and holds a Certificate in Family Business Advising (CFBA, Family Firm Institute).

Jeremy is the global Head of Distribution & Product Strategy for Transamerica Life (Bermuda) Limited. (TLB), responsible for developing and executing the company’s distribution and product strategy, while building its distribution capability and leading the proposition development to facilitate growth across Hong Kong, Singapore and Bermuda. Jeremy joined TLB in December 2020. Jeremy previously worked at Sun Life Financial, where over an eleven year period he served in various senior management roles, most recently working as its Chief Marketing Officer for Asia. He has over 25 years of experience in the life insurance industry with extensive experience in the areas of distribution, having first joined the industry as a broker and having led development of broker and bancassurance distribution channels in his prior roles at Sun Life Hong Kong, AIA NZ, and Sovereign Assurance. He holds a diploma in Management Studies from the University of Waikato, New Zealand, and a Non-Executive Director diploma through The Financial Times. Jeremy is based in Hong Kong.

Priyanka Roy is a seasoned professional with over 17 years of cross-functional and cross-industry experience. She has a proven track record of successfully managing assignments that align with the overall objectives of organizations, making her a trusted and respected leader in her field. Priyanka holds a Financial Modeling & Valuation Analyst certification (FMVA) with a specialization in Mergers and Acquisitions/Venture Finance from Oxford University, showcasing her expertise in financial analysis and strategic planning. Her in-depth knowledge and skills in this area have been honed through her work with renowned companies such as Metlife and Quilter International. With a strong background in sales management, strategy, new business development, start-up operations, account management, and brand building, Priyanka has a diverse skill set that has enabled her to excel in various roles and industries. She has extensive experience working in Dubai and London, two global business hubs, which have enriched her understanding of different markets and cultures. Priyanka's commitment to excellence and her ability to deliver results have earned her a reputation as a thorough professional. She is known for her strategic thinking, analytical skills, and ability to drive business growth. Her expertise in financial modeling and valuation, coupled with her strong business acumen, allows her to provide valuable insights and recommendations to organizations for making informed decisions and achieving their strategic objectives. As a sought-after speaker and industry expert, Priyanka Roy has been invited to share her insights and knowledge at various conferences and events. Her wealth of experience and expertise make her a valuable contributor to discussions on sales management, strategy, business development, and brand building, providing practical and actionable insights that can benefit organizations across industries.

Marc-André Sola is a serial entrepreneur. He started his first company at the age of 20 and has since founded, or co-founded, a number of businesses in different fields and in multiple countries. Mr. Sola holds a Masters of Law degree from the University of Zurich and serves on the board of various companies. He specializes in insurance and retirement planning, as well as tailored asset protection and estate Tax planning solutions. For over 20 years, he has been advising clients from all over Europe, North & South America, the Middle East, Asia, and Africa. Mr. Sola is a sought after speaker at international investment, asset protection and estate planning conferences worldwide. Furthermore, he has published a variety of professional articles and co-authored the book, The Insured Portfolio, published by John Wiley & Sons (2010). He is a member of YPO (Young Presidents Organization), Zurich Chapter.

Michael has an extensive background in financial services in Asia, Europe and North America. He has been in Asia-Pacific since 1995 – first in Hong Kong for six years, then in Sydney and Singapore, returning to Hong Kong in 2007. Before setting up Hubbis in early 2009, Michael founded Pacific Prospect in 2002 and sold it to global business-to-business publisher Incisive Media in 2006, continuing to serve as Chief Executive Officer until October 2008. Prior to Pacific Prospect, Michael worked for nine years in financial markets publishing. He joined Euromoney Publications in 1993 as the publisher of a quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now Thomson Reuters) to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also started the Asian Debt Review, Asian Private Capital Magazine and started the Finance Asia Conference Business. In 1997, Michael founded FIA Limited. Born in North Wales, Michael was head boy of St David’s College Llandudno. He has a degree in Business Administration from Cardiff University. And is married with three children - Reanna, Garett and Tarryn.

Sunita is a well-known authority and legal adviser in the private wealth community. Her trusted relationships with UAE Regulatory authorities, financial advisors, corporate services providers, family offices and banks enable her to provide expert legal advice to her private wealth clients, especially in the GCC, Southwest Asia and Africa. She is a full member of STEP (Africa and Arabia) and often acts as moderator at international forums and conferences. As a thought leader, Sunita regularly publishes in prominent publications and participated, amongst other in the ground-breaking “Women in Wealth Management” GCC roadshow. She is recognised by various legal directories such as Chambers & Partners, Global Stars Report, and was peer-selected for the Private Client Global Elite Directory (2022 – 2023). Sunita has actively promoted women’s empowerment for young professionals in India and the Middle East and is a professional mentor for young female executives in the Middle East.

Ismael Hajjar is a UAE based partner specialising in international tax & wealth structuring, family office and private capital advisory. He started his career in Europe and has been serving international families for over 16 years. He relocated to the UAE in 2013 and is currently acting as a trusted advisor to a number of successful families across the Middle East region. He is leading PwC Tax and Legal service offering to private clients, entrepreneurial & royal families and family offices in helping them understand and manage their global affairs, overcome cross-border tax challenges and identify opportunities to achieve their family and business objectives. Prior to joining PwC, Ismael was acting as head of Private for another big four firm and was responsible for the design and execution of the overall firm strategy for private companies and their owners across all service lines. He also founded and led their MENA family enterprise and family office award-winning consulting practice which specialises in assisting successful families, entrepreneurs, and family offices across MENA at managing risks, preserving and growing wealth. Ismael has contributed to building and currently serves Family Offices. He is a regular speaker in the Middle East and beyond on topics such as family business and private wealth institutionalisation, global tax transparency, succession planning, governance and the role of the family office. Ismael holds a Master Degree in Business Administration, HEC-Ulg School of Management (Belgium) and is a certified chartered accountant in Luxembourg (“expert-comptable”). He also holds an Islamic finance qualification, Institute of Islamic Banking & Insurance (UK). He is a Trust and Estate Practitioner (TEP, Society of Trust and Estate Practitioners) and holds a Certificate in Family Business Advising (CFBA, Family Firm Institute).

Alastair is a Private Wealth partner in our Dubai office and advises high net worth individuals and families, family offices and trustees on global estate planning and tax efficient investment structures. Alastair has significant experience in international succession planning including regional and international trust and foundation structures, tax advice, immigration and family governance. Alastair leads the Private Wealth practice in the Middle East and is ranked in Band 1 in Chambers Global in Private Wealth Law. He is described as "superb; efficient, very knowledgeable... extremely resourceful… succinct and very client-oriented". Much of Alastair's work has an international dimension and often involves cross border succession and tax planning. Alastair's expertise includes advising on family trust and governance structures encompassing both business and private assets, tax efficient UK real estate investment structures, UK immigration, cross border estates and tax residency advice for those moving to or leaving the UK. In addition, Alastair is increasingly advising clients on legacy planning involving regional assets and has a particular focus on DIFC and ADGM foundation structures. Although Alastair's client base is drawn from individuals and families across multiple jurisdictions, he has a focus on individuals and families based in the Middle East, be they GCC nationals or global expatriates. Although there is no "typical" client, our clients' businesses and family assets often go hand in hand and Alastair works closely with colleagues across other areas of the firm to advise on structuring private and business assets. Alastair joined Trowers & Hamlins in October 2016 and has been based in the Middle East since September 2013 following 7 years working in London for a leading private wealth firm. He is recognised as one of the leading private client practitioners in the region. Alastair is a full member of the Society of Trusts and Estates Practitioners (STEP) and is the current Chairman of STEP Arabia. He regularly speaks at conferences regarding a variety of private client issues.

Marc-André Sola is a serial entrepreneur. He started his first company at the age of 20 and has since founded, or co-founded, a number of businesses in different fields and in multiple countries. Mr. Sola holds a Masters of Law degree from the University of Zurich and serves on the board of various companies. He specializes in insurance and retirement planning, as well as tailored asset protection and estate Tax planning solutions. For over 20 years, he has been advising clients from all over Europe, North & South America, the Middle East, Asia, and Africa. Mr. Sola is a sought after speaker at international investment, asset protection and estate planning conferences worldwide. Furthermore, he has published a variety of professional articles and co-authored the book, The Insured Portfolio, published by John Wiley & Sons (2010). He is a member of YPO (Young Presidents Organization), Zurich Chapter.

Jeremy is the global Head of Distribution & Product Strategy for Transamerica Life (Bermuda) Limited. (TLB), responsible for developing and executing the company’s distribution and product strategy, while building its distribution capability and leading the proposition development to facilitate growth across Hong Kong, Singapore and Bermuda. Jeremy joined TLB in December 2020. Jeremy previously worked at Sun Life Financial, where over an eleven year period he served in various senior management roles, most recently working as its Chief Marketing Officer for Asia. He has over 25 years of experience in the life insurance industry with extensive experience in the areas of distribution, having first joined the industry as a broker and having led development of broker and bancassurance distribution channels in his prior roles at Sun Life Hong Kong, AIA NZ, and Sovereign Assurance. He holds a diploma in Management Studies from the University of Waikato, New Zealand, and a Non-Executive Director diploma through The Financial Times. Jeremy is based in Hong Kong.

Philippe Amarante is a Managing Partner at Henley & Partners and the Head of the firm’s Dubai and Pakistan offices. Philippe has been successfully advising private and institutional clients across industries, countries, and cultures for over 15 years as a successful business, relationship, and brand builder. Before his current role, he served as the Global Head of Brand and Group Marketing Strategy at Credit Suisse Group. Philippe is a strategic thinker who enjoys a hands-on approach, delivering results across board and governmental levels in complex and international environments. His interests include nascent technologies and emerging business models and related trends. Philippe also has experience in non-profit organizations and luxury, retail, and finance industries.

Nirav is qualified as Chartered Accountant from Gujarat, India. Being an excellent academia, he has secured 6th Rank in Inter CA and 36th rank in CA Finals. He then moved to KPMG in Mumbai and had specialized in International Tax and Finance and is advising on various cross border transactions from International and Domestic Tax and Regulatory perspective. His skills help companies do set up right Corporate Holding structure for the group, Evaluation of New Business/Investment Opportunities, Strategic Inputs/Reviews for businesses and Managing Compliance issues. Nirav has a 25 plus years’ experience from own practice to leading consulting firm to working with large family-owned corporate group. He has a hands-on experience of establishing and managing structures and compliances in more than 12 jurisdictions; evolving suitable corporate structures for holding companies, acquisition of business, financing, and IP optimization structures; establishing suitable family structures for Asset protection, succession planning, efficient ownership, and valuable experience of operating in multiple jurisdictions. Nirav had successfully conducted VAT Trainings for Dubai SME, The Institute of Chartered Accountants of India (ICAI) Dubai, Jain International Trade Organization (JITO) Dubai and Indian Business & Professional Council (IBPC) Dubai (to name a few), with a total participant of around 1,600+ Professionals who work from 550+ Companies, coming from the 7 Emirates of UAE (Abu Dhabi, Dubai, Sharjah, Ajman, Umm Al Quwain, Ras Al Khaimah and Fujairah). Nirav is also a full member of Society of Trust and Estate Planners (STEP).

Reggie Mezu is a Senior Special Counsel in Baker McKenzie’s Dubai office. He focuses on corporate tax and has practiced tax for nearly 30 years, including in the UAE for 15 years. He has multi-jurisdictional and multi-disciplinary professional qualifications in law, accountancy and taxation.

Mr. Zuckerbraun is based in Zurich, Switzerland and is the Managing Director of Geneva Insurance Group (Barbados) and Geneva International Insurance Inc., member companies of the Geneva Insurance Group. The Group provides private placement insurance solutions for High-Net-Worth clients worldwide. His primary responsibilities include insurance product sales and development, and management of the insurance Companies. He was previously Managing Director of the Bermuda based Valor Management and prior to that co-CEO of a Swiss life and annuity company, Zenith Vie, that provided traditional life, savings, and annuity products to Swiss and international clients. He was one of the founding partners of the Crown Global group of insurance Companies in Bermuda, Grand Cayman and Delaware and held the position of Managing Director. He was a former partner of swisspartners Wealth Management, Zurich and former Director of swisspartners Insurance Company, Grand Cayman. Prior to this position, he was founder and CEO of Private Risk Solutions AG and prior to this held the position of Chief Underwriter, Trans Re Zurich (an AIG Company). He has also held positions as an Underwriter with Transatlantic Re in London and Hannover Re in Hannover, Germany. Mr. Zuckerbraun has a B.A. degree from the University of Southern California and an M.B.A. degree from Pepperdine University. Mr. Zuckerbraun also holds the CPCU and ARe designations from the Insurance Institute of America and has been a teacher/coach for the Insurance Institute of Switzerland (IIS).

Simon Price is the CEO of the DIFC Insurance Association. He is responsible for overseeing the association’s strategic direction and driving its members priorities. He has extensive management, financial and commercial experience in the insurance sector with over 22 years’ experience in markets across Europe, Middle East and Asia. Simon has held a variety of leadership roles ranging from Chief Financial Officer, Head of Strategy, M&A to Digital Transformation. Prior to joining the DIFCIA he led the market management function for Zurich Insurance redefining its brand, digital footprint, and customer propositions in the region. Simon is a graduate in Mathematics from the University of Nottingham and qualified with the Institute and Faculty of Actuaries in the UK.

Priyanka Roy is a seasoned professional with over 17 years of cross-functional and cross-industry experience. She has a proven track record of successfully managing assignments that align with the overall objectives of organizations, making her a trusted and respected leader in her field. Priyanka holds a Financial Modeling & Valuation Analyst certification (FMVA) with a specialization in Mergers and Acquisitions/Venture Finance from Oxford University, showcasing her expertise in financial analysis and strategic planning. Her in-depth knowledge and skills in this area have been honed through her work with renowned companies such as Metlife and Quilter International. With a strong background in sales management, strategy, new business development, start-up operations, account management, and brand building, Priyanka has a diverse skill set that has enabled her to excel in various roles and industries. She has extensive experience working in Dubai and London, two global business hubs, which have enriched her understanding of different markets and cultures. Priyanka's commitment to excellence and her ability to deliver results have earned her a reputation as a thorough professional. She is known for her strategic thinking, analytical skills, and ability to drive business growth. Her expertise in financial modeling and valuation, coupled with her strong business acumen, allows her to provide valuable insights and recommendations to organizations for making informed decisions and achieving their strategic objectives. As a sought-after speaker and industry expert, Priyanka Roy has been invited to share her insights and knowledge at various conferences and events. Her wealth of experience and expertise make her a valuable contributor to discussions on sales management, strategy, business development, and brand building, providing practical and actionable insights that can benefit organizations across industries.

Tim Denton is a qualified Trust and Estate Practitioner (TEP) and is the Head of Wealth Structuring for Habib Bank AG Zurich, based in Dubai. Tim has over 20 years of experience in structuring wealth for private banking clients and has lived in Dubai for 18 years. Tim has previously worked for Citi, Barclays and Emirates NBD private banks, as well as being a former chairman (and current committee member) of the Middle East branch of the Society of Trust and Estate Practitioners (STEP Arabia).

Mr. Chan has over 15 years of experience in the financial services industry. He has been a top producer at firms such as Wells Fargo Private Client Services, Citicorp Investments and Cetera Financial. Most recently, he served as Regional Investment Manager for East West Bancorp Investments. While at East West, he specialized in advising high net worth and ultra-high net worth clients, domestic and abroad. He focused on providing individually tailored investment, estate planning and insurance financial solutions. In addition, he supervised and trained both registered financial advisors and bank staff across the United States. Mr. Chan holds a Masters of Engineering in Chemical & Electrical Engineering from the University of Southern California

Leading the sales organization, Mr. Harrell brings over 30 years of offshore and annuity sales and leadership experience. Mr. Harrell joined Knighthead Annuity with a mandate to increase sales from existing distributors as well as expand the number of distribution partners. Formerly, Mr. Harrell served as Director of Business Solutions – Bank Channel for Russell Investments where he worked since 2010. Mr. Harrell successfully grew sales and distribution from zero to more than $2.5 Billion in five years establishing the bank network as the dominant distribution channel for Russell Investments. Prior to Russell, Mr. Harrell served as Managing Director, Western Division Sales for Symetra, growing sales from $500 million to over $2.2 Billion. He spent a number of years as First Vice President Banco de Puerto Rico and Senior Vice President for Sun Life Financial (five years) and Vice President Essex Corporation (seven years). Mr. Harrell also brings significant experience in product development and marketing. Mr. Harrell holds a Bachelor of Science - Social and Behavioral Science from Linfield College; McMinnville, Oregon and is a Certified Financial Planner® and Certified Mutual Fund Counselor®.

Marc-André Sola is a serial entrepreneur. He started his first company at the age of 20 and has since founded, or co-founded, a number of businesses in different fields and in multiple countries. Mr. Sola holds a Masters of Law degree from the University of Zurich and serves on the board of various companies. He specializes in insurance and retirement planning, as well as tailored asset protection and estate Tax planning solutions. For over 20 years, he has been advising clients from all over Europe, North & South America, the Middle East, Asia, and Africa. Mr. Sola is a sought after speaker at international investment, asset protection and estate planning conferences worldwide. Furthermore, he has published a variety of professional articles and co-authored the book, The Insured Portfolio, published by John Wiley & Sons (2010). He is a member of YPO (Young Presidents Organization), Zurich Chapter.

Sunita is a well-known authority and legal adviser in the private wealth community. Her trusted relationships with UAE Regulatory authorities, financial advisors, corporate services providers, family offices and banks enable her to provide expert legal advice to her private wealth clients, especially in the GCC, Southwest Asia and Africa. She is a full member of STEP (Africa and Arabia) and often acts as moderator at international forums and conferences. As a thought leader, Sunita regularly publishes in prominent publications and participated, amongst other in the ground-breaking “Women in Wealth Management” GCC roadshow. She is recognised by various legal directories such as Chambers & Partners, Global Stars Report, and was peer-selected for the Private Client Global Elite Directory (2022 – 2023). Sunita has actively promoted women’s empowerment for young professionals in India and the Middle East and is a professional mentor for young female executives in the Middle East.

Jeremy is the global Head of Distribution & Product Strategy for Transamerica Life (Bermuda) Limited. (TLB), responsible for developing and executing the company’s distribution and product strategy, while building its distribution capability and leading the proposition development to facilitate growth across Hong Kong, Singapore and Bermuda. Jeremy joined TLB in December 2020. Jeremy previously worked at Sun Life Financial, where over an eleven year period he served in various senior management roles, most recently working as its Chief Marketing Officer for Asia. He has over 25 years of experience in the life insurance industry with extensive experience in the areas of distribution, having first joined the industry as a broker and having led development of broker and bancassurance distribution channels in his prior roles at Sun Life Hong Kong, AIA NZ, and Sovereign Assurance. He holds a diploma in Management Studies from the University of Waikato, New Zealand, and a Non-Executive Director diploma through The Financial Times. Jeremy is based in Hong Kong.