• Apr 2018

    Bloomberg announces: (BFW) Sun Life Hires Deutsche Bank Vet Doire at $17 Billion Unit

    Sun Life Hires Deutsche Bank Vet Doire at $17 Billion Unit (1)

    2018-04-16 17:59:18.212 GMT

     

    By Sonali Basak

    (Bloomberg) -- Steve Doire, a veteran of Deutsche Bank AG’s asset-management unit, will be president of Sun Life Financial Inc.’s Prime Advisors business.

    * Don McDonald, Prime Advisors’ former president and CEO, is no longer at the firm, Sun Life said Monday in an emailed statement

    * Doire helped expand Deutsche Bank’s insurance asset-management unit from $27 billion to more than $200 billion during his tenure, Sun Life said

    * He reports to Randy Brown, chief investment officer of Sun Life Financial and Doire’s former colleague at Deutsche Bank

    * Prime Advisors had more than $17 billion under management at the end of 2017

    * Doire’s unit, which spun off of Deutsche Bank and is now part of DWS Group, hired Michele Gaffo as global head of insurance coverage, according to memo sent to staff by Bob Kendall in February

    * Gaffo joined DWS after being CIO of Italy’s Poste Vita

    * DWS had $179 billion of insurance assets at end of Dec., spokeswoman Oksana Poltavets said in an e-mail

     

    To contact the reporter on this story:

    Sonali Basak in New York at sbasak7@bloomberg.net To contact the editors responsible for this story:

    Michael J. Moore at mmoore55@bloomberg.net Steven Crabill, Alan Mirabella

    • Apr 2018

    IASA Mid Atlantic Spring Meeting

    April 23, 2018:  Newark, Delaware

    As part of our ongoing partnership with the IASA, Prime is a Platinum Sponsor of the IASA Mid-Atlantic Spring Meeting. Join us in Delaware on April 23, 2018, when Thomas Klem, Senior Investment Strategist for Prime Advisors, Inc., will be speaking about the current economic outlook. Additionally, Dennis Klimes, Prime's Senior Vice President and Director of Business Development will be available at the conference to answer any questions.

    • Apr 2018

    National Conference of Insurance Guaranty Funds (NCIGF)

    May 3-4, 2018:  Alexandria, Virginia

    Prime Advisors, Inc. Senior Investment Strategist, Thomas Klem, to speak at the NCIGF conference this year on the economic outlook for 2018. Additionally, Prime's Senior Vice President and Director of Business Development, Dennis Klimes, will also be on hand to answer questions in the exhibit hall.

    • Apr 2018

    PIAA Medical Liability Conference (MLC)

    May 16-18, 2018:  Orlando, Florida

    Join us in Orlando for the PIAA Medical Liability Conference where Prime Advisors, Inc. has served as Executive Partner and Sponsor of the PIAA for nearly 20 years. Senior Prime Leadership and Investment Professionals will be on hand to meet, greet and answer questions throughout the conference.

    "The 2018 PIAA Medical Liability Conference brings together hundreds of professionals who work in insurance and alternative risk transfer, all looking to gain new insights on the global and day-to-day issues facing medical, hospital, and dental liability companies, risk retention groups, captives, trusts, and other entities."

    • Apr 2018

    IASA Annual Conference and Chief Investment Officer Roundtable

    June 3-6, 2018:  Nashville, Tennessee

    As part of an ongoing partnership with the IASA, Prime Advisors, Inc.is sponsoring the IASA Annual Educational Conference and Business Show in Nashville this June as a Platinum Sponsor. Senior Prime Leadership and Investment Professionals will be available throughout the conference in sessions and in the exhibit hall at booth #552.

    As part of the conference, Prime will also sponsor and attend the Chief Investment Officer Roundtable (CINVO) on Monday, June 4, 2018.

    • Mar 2018

    PIAA CEO/COO Meeting and BGR Conferences and Private Dining Event

    March 14-17, 2018:  Scottsdale, Arizona

    Prime Advisors, Inc. is attending the PIAA CEO/COO Meeting and Board Governance Roundtable Conferences in Scottsdale, Arizona, again this year as part of our ongoing effort to provide outstanding asset management services for PIAA member insurance companies. Prime is an Executive Sponsor of the PIAA.

    On hand throughout the convention, this year’s team of senior professionals will include: Marc Tollefson (Senior Vice President and Chief Investment Officer) and Dennis Klimes (Senior Vice President and Director of Sales and Business Development). Doug Clark (Senior Vice President and Chief Portfolio Strategist) and Larry Cook (Senior Portfolio Strategist) will join Marc and Dennis in welcoming our dinner guests later in the week.

    Prime will also host a Private Dining Event at Mastro's Ocean Club on Thursday, March 15th at 7:30pm. Please contact the event coordinator for more information or to RSVP by February 27, 2018.

    • Mar 2018

    A.M. Best Review & Preview Conference and Private Dining Event

    March 5-7, 2018:  Naples, Florida

    Prime Advisors, Inc. is attending the A.M. Best Review & Preview Conference in Naples, Florida, again as part of our ongoing effort to provide outstanding asset management services for insurance companies nationwide.

    This year’s team of senior professionals will include: Brett Lousararian (Managing Director and Head of Distribution), Nitin Chhabra (Senior Investment Strategist), Larry Cook (Senior Investment Strategist), and Dennis Klimes (Senior Vice President and Director of Sales and Business Development).

    Prime will also host a Private Dining Event at the Ritz Carlton Golf Resort on Tuesday, March 6th at 7:30pm. Please contact the event coordinator for more information or to RSVP by February 27, 2018.

    • Sep 2017

    AFA Annual Meeting

    September 6-8, 2017

    Chandler, AZ

    Prime will be the Bronze Sponsor for the 2017 AFA Annual Meeting

    • Jun 2017

    IASA Annual Educational Conference and Business Show

    June 4-7, 2017

    Orlando, FL

    Prime was a sponsor for the IASA Chief Investment Officer Roundtable and exhibit at booth #523 at the 2017 IASA Annual Conference.  

    • May 2017

    AFA Spring Symposium

    May 23-25, 2017

    Chicago, IL

    Prime was the Windy City Sponsor for the 2017 AFA Spring Symposium.