Life Settlement Conference

Welcome to the LISA 2009 Life Settlement Conference

   

 

 

ABOUT THE CONFERENCE


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Fall Conference Committee


Agenda


Speakers


Attendees

Investor Workshop Attendees


Location


Fees and Deadlines


Discounts and Incentives


Cancellation & Payment Policy


FAQ


 

PARTNERSHIPS


Sponsors & Media Partners


Exhibitors


 

LISA EVENTS


Other LISA Events


 

    SPONSORS

 
Platinum Sponsor

 
Silver Sponsor

 
Bronze Sponsors

     

 

MEDIA PARTNERS


 

 


 

MORE ABOUT OUR SPONSORS...

 

Coventry, LLC
711 Valley Green Road
Fort Washington, Pennsylvania 19034
Phone: (877) 836-8300; Fax: (215) 402-8303
Email: info@coventry.com
www.coventry.com
 
Coventry created the secondary market for life insurance in the US, opening a wealth of opportunities for consumers, financial professionals and institutional investors alike. Our efforts have delivered more than $2.8 billion to policyowners. And provided global institutions with unparalleled access to the $22 trillion US longevity market. As the market leader, we continue to drive the industry forward. By expanding opportunities for consumers with new transactions like SWAPP and Simplified Settlements. By developing custom solutions for institutions seeking the uncorrelated performance and low volatility of longevity-linked assets. And by setting new standards of excellence in everything we do. We are making life insurance more flexible, more powerful, more valuable. And it will never be the same.
 

NorthStar Life Services, LLC
20 Pacifica, Suite 1000
Irvine, California 92618
Phone: (949) 265-1616; Fax: (949) 265-1617
Email: info@northstarlife.com
www.northstarlife.com

 

   

Formerly the servicing division of Pacifica Group, LLC, NorthStar Life Services currently manages life asset portfolios comprising in excess of $8 billion in face value. We view servicing as more than a commodity. Let NorthStar show you how our experience, expertise and sophisticated methodologies can add value to your portfolio.
 

Abacus Settlements
1790 Broadway, Suite 1500
New York, NY 10019
Phone: (212)-584-5700; Fax: (212) 247-7518
Email: info@abacussettlements.com
www.abacussettlements.com
 
One of the nations leading life settlement providers has distinguished itself with success
in many measurable ways. In addition to representing some of the world’s largest
financial institutions, Abacus Settlements has established long-term relationships with
producers, brokers and financial professionals throughout the nation. We will continue
to grow in step with the life settlement industry by building trusting relationships,
working fast, hard and smart to help you realize the successful outcome you require.
 

Advanced Planning Services, Inc.

1500 State Street, Suite 220

San Diego, California 92101

Phone: (619) 220-8116; Fax: (619) 220-0261

Email: info@apshome.com

www.apshome.com

   
APS Life Settlements is a full service life settlement broker and a division of a large life insurance brokerage general agency. APS Life Settlements currently works with over 50 Life Settlement Providers and Funders in which APS Life Settlements has conducted extensive due diligence. APS Life Settlements is also one of a small number of life settlement brokers that has a direct affiliation with a broker dealer that enables APS Life Settlements to conduct variable life settlement transactions. In addition, APS Life Settlements provides in-house underwriting for life expectancy and policy valuations thereby ensuring that there is value on a case before expending valuable time and expense sending it out to the marketplace. Moreover, APS Life Settlements’ staff is comprised of life insurance professionals that understand the marketplace and the value of knowing how to recommend the best way to proceed with a case. Lastly, APS Life Settlements provides E&O coverage for any producer whose case closes through APS Life Settlements.
 

Legacy Benefits, LLC

Empire State Building, 350 Fifth Ave, Suite 4320

New York, New York 10118

Phone: (800) 875-1000; Fax: (212) 643-1180

Email: zohare@LegacyBenefits.com

www.legacybenefits.com

   
A recognized leader in the life settlement industry, Legacy Benefits Corporation pioneered this burgeoning specialty finance field 18 years ago. Today, Legacy Benefits, LLC maintains the company’s reputation as an industry innovator. Since 1991, Legacy Benefits has specialized in the origination, servicing and management of life insurance assets for a broad range of institutional clients. Legacy Benefits utilizes an ever-evolving array of sophisticated analytical tools and upholds the highest ethical standards when evaluating and acquiring insurance policies for its institutional clientele. Legacy Benefits was founded by company president Meir Eliav, a 30-year financial services veteran, who was a founding member and past-president of the Life Insurance Settlement Association (LISA), the largest U.S. trade association in the industry. In 2004, Legacy Benefits Corporation became the first provider to originate a portfolio of life settlement assets for a securitization transaction, which was underwritten by Merrill Lynch and rated A1/Baa3 by Moody’s Investor Services.
   
   
   

MORE ABOUT OUR MEDIA PARTNERS...
 

 
  PRIVATEBANKING.COM PROVIDES LEAD GENERATION, BRANDING AND GLOBAL REACH TO FINANCIAL SERVICE PROVIDERS. THE SITE ALSO OFFERS THE FIRST SOCIAL NETWORK PLATFORM EXCLUSIVELY AIMED AT THE NEEDS OF HIGH NET WORTH INDIVIDUALS, BANKERS AND FINANCIAL SERVICE PROFESSIONALS.
With roughly 800,000 unique visitors per month privatebanking.com is the world’s leading internet portal for Private Banking and Wealth Management. We facilitate the search for financial service providers, generate leads and help our subscribers with building strong brand recognition.
Privatebanking.com’s Bankers’ Network is an online community that caters to the needs of high net worth individuals, bankers and financial service professionals. The aim of the platform is to foster business development, career building and opportunities in all areas related to the global wealth management industry.
 

 

BarclayHedge offers one of the fastest growing, most accurate and up-to-date hedge fund databases, fund of funds databases, and CTA databases available. Founded in 1985, Barclay provides services as a publisher, industry consultant, and is a leading source of research in the field of alternative investments. Barclay’s 18 hedge fund indices and 10 managed futures indices are utilized worldwide as performance benchmarks for hedge funds and managed futures.

 
   
 
  Guarantee Your Edge in the Alternative-Investment Arena. Every week, Hedge Fund Alert delivers the early intelligence you need to anticipate new risks and opportunities facing fund-management firms, their investors and service providers. Be first to identify new capital-raising tactics, investor strategies and competition among industry vendors. Sign up for a three-issue FREE trial subscription to Hedge Fund Alert by calling 201-659-1700 or visiting www.HFAlert.com.

 

 

If you are interested in becoming a sponsor or media partner for the 15th Annual Fall Conference, please contact Shannon Fleshman, Conference Services and Product Sales at  407.894.3797 or Shannon@lisassociation.org

 

 

 
   

2 for 1

INVESTOR SPECIAL

Bring two people from your company and pay the price of one registration. This is an offer that you should not miss! OTHER SPECIALS ARE ALSO AVAILABLE! Check them out!

 

SPONSORSHIP OPPORTUNITIES

Learn more about Sponsorship and Exhibit Space.

Contact Shannon Fleshman at
shannon@lisassociation.org

 

BECOME A SPEAKER!

For topics, suggestions, or to become a speaker, please contact Karla Ortiz, Events Director, at
karla@lisassociation.org

 

HOST HOTEL

If you do not presently have accommodations, the New York Marriott Marquis is the ideal location to stay during this event.
The deadline to secure the discounted room rates reserved for LISA has expired, but room reservations can still be made according to the Marriott Marquis' prevailing rate.

Please contact the hotel directly and mention that you are attending the LISA Conference or simply click here to make your reservations online.

 

For over a decade, LISA has offered business professionals excellence in life settlement conferences. Our bi-annual meetings consistently draw over 500 attendees, the largest and most diverse gathering of industry professionals in the secondary market.


The Largest and Most Comprehensive Industry Event of 2009! 

LISA© 2009 All Rights Reserved