JANUARY 9 - 10, 2025
FEBRUARY 20 - 21, 2025
Learn about the Indexes in Fixed Indexed Annuities, & Indexed Universal Life
This is a two-day virtual conference, where we bring together the most innovative minds in the industry to share their insights and expertise. Join us for educational presentations, unbelievable industry information, and more. Don't miss this opportunity to learn from the best in the business and take your career to the next level.
Hosted by: Index Resource Center
Broadcasted from: Cboe Global Markets
Cboe Options Exchange Trading Floor in Chicago
Two-Day Virtual Conference
Kick off your 2025 by immensely enhancing your knowledge about the products you sell!
The broadcast will be conducted live from Cboe Global Markets Options Trading Floor in Chicago. This is the home the largest options exchange in the U.S. where many of the options used in Indexed products are traded. Join us for live presentations from across the nation conducted by representatives from the major Index Providers, as well as presentations from key people who work in the Fixed Indexed world. You will also have a chance to visit over 40 virtual sponsor booths in our Virtual Conference Center to see what they have in store for 2025!
Kent Jacquay
Index Resource Ctr.
Founder
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Marie-Laure
Barclays
Managing Director
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Clara Bachere'
BNP Paribas
EQD QIS Ins. Sol.
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Peter Miller
Invesco
Director
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Brian Hanna
Alliance Bernstein
VP Ins. Services
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Khari Smith
BlackRock
VP - Market Leader
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Patrick Wild
Franklin Templeton
Client Portfolio Mgr.
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Mike Dickson
Horizon Investments
Head of Research
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Jorge Lopez-Quintana
London Stock Exchange
Regional Director
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Hamoun Khalili
CIBC
Director
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Ghali El-Boukfaoui
UBS
Head - Ins. Sales
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Chris Coyne
Goldman Sachs
VP Equity Derivitives
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Bill O'Keefe
Cboe Global Markets
Director
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Michael Smith
JourneyGuide
President
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Holly Robertson
HSBC
Vice President
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Mike Heraty
RBC
Equity Derivatives
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Conference Agenda
Thursday, February 20th
CST TIME ZONE
7:00am
|
8:30am
Conference Opens
The Virtual Conference Center opens.
8:30am
|
8:40am
Opening Presentation
Opening Presentation Live at Cboe Global Markets Options Exchange
8:41am
|
9:01am
Barclays
Why do renewal rates fluctuate?
9:02am
|
​9:22am
FTSE Russel
How the Russell 2000 is used in an FIA
BREAK
9:35am
|
9:55am
Alliance Bernstein
What are risk adjusted returns?
9:56am
|
10:16am
Interview with Cboe
How Options affect FIA growth
BREAK
10:30am
|
10:50am
UBS
Vol Control
10:51am
|
11:11am
Franklin Templeton
Hypothetical vs Live (Rules Based)
BREAK
11:30am
|
11:50am
Index Resource Center
Drastically increace your sales with REVIEWALYZER PRO
LUNCH
12:30pm
|
12:50pm
HSBC
AI inside of an index
12:51pm
|
1:11pm
CIBC
How Equities and Fixed Income effect an index
BREAK
1:30pm
|
1:50pm
Horizon
Muli-Asset Indices
1:50pm
|
1:55pm
Day 1 Wrap-up
Kent wraps up day 1 of the NIC!
Friday, February 21st
CST TIME ZONE
8:30am
|
8:40am
Welcome to Day 2
Live from Cboe Global Markets Options Exchange
8:41am
|
9:01am
Invesco
Excess Returns
9:02am
|
9:22am
BlackRock
Asset class diversification within an index
BREAK
9:35am
|
9:55am
Goldman Sachs
Diversifying stratagies inside an FIA!
9:56am
|
10:16am
Index Resource Center
The power of "Retro Pricing"
BREAK
TEAMS
10:30am
|
10:50am
BNP Paribas
Gov vs policy
10:51am
|
11:11am
RBC
Rebalancing in an Index
BREAK
11:30am
|
11:50am
Journey Guide
Learn about this incredible financial planning software!
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What exactly is "Volatility Control"?
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Sector Diversification within an Index
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Power of Technology in an Index
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How Crediting Rates are calculated
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What does the "Weighted" aspect mean
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How does an Index utilize ETF's?
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What is the difference between "Excess Return" and "Total Return"
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How Inflation affects Index performance
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What is a "Strike Price" in an Index
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What makes an Index "Rules Based"
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How accurate is hypothetical back-testing in an Index
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What is the purpose of "Rebalancing" in an Index
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What are "Alternative Assets" used inside an index
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How do "Futures" and "Basket Constituants" effect Index returns
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Is the number of "Max Underliers" in an Index important
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How does the use of "Leverage" effect an Index
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What does it mean if an Index uses a "News Sentiment"?
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How important is the use of "Dividends" in an Index portfolio
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Does my client realize fees that are built into an Index?
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How is "Momentum" used inside an Index?
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Advantages in using a "Global" approach in an Index
About Your Host...
The Index Resource Center is the premier provider of Index performance analytics.
They have developed the ALYZER suite of programs which include:
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INDEXALYZER
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REVIEWALYZER
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COMPARALYZER
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CHARTALYZER
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Each of these products are designed with one primary goal in mind...
TO ASSIST AGENTS IN EDUCATING THEMSELVES AND THEIR CLIENT'S
SO THEY CAN MAKE INFORMED INDEX ALLOCATION DECISIONS AND
MAKE MORE SALES!​
