Please join us for an evening of ballpark food, while enjoying a great game of baseball between the Yankees and LA Angels with wonderful friends and colleagues at 7:00 PM on June 16, 2025. Please click here if you would like to be added to the list. Spaces are limited, so don't delay! Let's play ball!

2019 IBDC Spotlight Series – London

Date: Thursday, April 2
Where: Lloyds Library
View Presentations
Past Conference

IBDC - RIAC SPOTLIGHT SERIES

ALTERNATIVE PRODUCTS: SELLING AND DEFENDING FROM THE PERSPECTIVES OF THE BD, INSURANCE CARRIER, DEFENSE COUNSEL AND EXPERTS
IBDC-RIAC SPOTLIGHTS CONSORTIUM MEMBERS

IBDC Presents

Update on Regulation Best Interests Rule, Reg BI, and the impact it may have on regulatory actions and claims;
Broker-Dealer, RIA, and Insurance Agent Claim Trends;
SEC and FINRA 2020 Priorities;
Alternative Product Failure Updates and the impact on the BD Industry;
New Alternative Products everyone should be wary of;
Cybersecurity Claim Trends

Recommendations on policy wording to address new industry exposures;
Tools for underwriters in assessing BD and RIA risks;
Innovative analysis of claim value;
Effective use of experts

IBDC's Risk Management Toolbox

Conference Speakers

lilmorv

Lilian A. Morvay

Principal and Founder of IBDC-RIAC
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