FPA Houston Chapter Meeting - 08.27.24

Event Details:

10:30 AM - 11:00 AM:  Doors open - check in + networking - come early to network with your FPA colleagues

11:00 AM - 11:10 AM:  Welcome! Join us for the latest FPA updates & announcements

11:10 AM - 12:00 PM:  Blue Owl GP Stakes VI

(1 CE: CFP, CPA, CIMA) 

In this session Shane plans to cover the GP Stakes market. We will tackle what the market is. Who the players are in the space. Why would a alternatives firm want a minority partner to take a stake within their firm. We will also cover the history of this market

and what the future will look like.

Shane Plunkett

Vice President

Blue Owl Capital

Shane Plunkett is the Regional Market Leader for the RIA and Family Office Channel at Blue Owl Capital. His career has included roles at The Carlyle Group and Fidelity Investments. He received an MBA from Northeastern University in Boston and a Bachelors Degree from the University of Rhode Island.

12:00 PM - 12:30 PM: Lunch & Networking

12:30 PM - 1:20 PM: Don't Leave Home Without Them

(1 CE: CFP, CPA, CIMA) 

Join us for a 1 hour presentation on the new, "Don't Leave Home Without Them" insurance and assistance products for today's globally mobile and high net worth clients. We will present product, level set knowledge, and admission on positioning of three key items: 1. Security, Natural Disasters, and Medical evacuation service (Crisis Assistance Plus) 2. Non-terrestrial Network (NTN) SOS alert technology and search and rescue service (Overwatch X Rescue) 3. Special Crime - Kidnap Ransom Extortion insurance

David Mace, MBA

Producer

Lockton Affinity

David Mace, formerly of FocusPoint International, recently joined Lockton Affinity to

launch the crisis management and global casualty insurance practice, Latitude Risk.

As former EVP of Product for FocusPoint International (FPI), and with more than 18 years involvement in special risk underwriting, brokerage, and incident response, David brings unique insight to the special risk space due to his experience having executive roles in the crisis management value chain: carrier, service provider, and intermediary.

David received his International Politics & Economics (IPE) degree from Middlebury College in Vermont. His IPE work also involved study of Comparative Politics and Middle Eastern studies at the Paris Institut d’Études Politiques, “Sciences Po.” After working for Deloitte & Touche and the UN Development Program in Central America, Mr. Mace earned his International MBA from Thunderbird Graduate School for International Business in Arizona, where he earned Pi Sigma Alpha honors distinction for political science studies. He holds insurance licenses agent, surplus lines broker, re-insurance manager, and continuing education state-approved provider. David is also trilingual, speaking Spanish, English, and French.