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ABOUT
THE WORKSHOP
In light of recent demand for greater guidance on life
settlement investments, on November 8th, LISA will host a free
workshop to the investment community. This free life
settlement investor workshop is designed to answer the most
critical questions in the mind of today’s investors.
WHO
SHOULD ATTEND
TIME
AND LOCATION
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November 8th, 2009 from 1PM - 5PM
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NY Marriott Marquis
1535 Broadway
New York, NY 10036
AGENDA
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12:00 PM - 1:00 PM |
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Registration for Pre-Conference Investor Workshop |
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Soho Complex, Foyer, 7th Floor |
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1:00 PM - 1:20 PM |
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Today’s Life Settlement Market -
Workshop Chairman Opening Remarks and Industry
Dynamics |
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Soho Complex, 7th Floor |
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Mark Goode, CEO –
The Peninsula Group, LLC; Vice
President - LISA |
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Jonathan Nguyen-Phuong, Director of Research – The
Peninsula Group, LLC |
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This introduction and review of current market
dynamics and statistics will set the stage of the
Investor Workshop. After a brief welcome from the
workshop chairman Mark Goode, Jonathan Nguyen-Phuong
will present current life settlement market trends
and ongoing industry analysis. |
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1:20 PM - 2:10 PM |
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The Fundamentals of Successful
Compliant Life Settlement Transactions |
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Soho Complex, 7th
Floor |
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Moderator:
Nadeem Waeen, Esq., General Counsel – The Peninsula
Group, LLC |
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Chiu-Ti-Jansen, Esq., Partner – Sidley Austin, LLP |
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Jennifer Covell, Director of Closing & Client
Services – Legacy Benefits, LLC |
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Stephanie Brensilver, Regulatory – Execution Team –
Credit Suisse |
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Thomas R. Weinberger, Esq., Partner – Stroock &
Stroock & Lavan LLP |
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Like all institutional investment markets, investing
in life settlements requires proper attention to
valuation, compliance, and legal due diligence.
This group of legal experts will present the
essentials of clean and compliant policy
origination. This legal information is critical
knowledge for any investors exploring this growing
asset class. |
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2:10 PM - 3:00 PM |
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Life Expectancy and Mortality
Risk – Getting the Calculations Right! |
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Soho Complex, 7th
Floor |
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Mike Fasano, President – Fasano Associates; Board
Member – LISA |
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Phil Loy, President – AVS Underwriting, LLC |
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Life Expectancy (LE) is the essential element for
properly measuring the economic value of a life
policy. Both panel speakers are highly regarded
leaders in providing life expectancy reports within
the life settlement marketplace. They will describe
the importance of independent LE reports and explore
methodologies, mortality tables, and performance
reporting. |
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3:00 PM - 3:50 PM |
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Life Settlement Fund Managers –
Long Term Investment Success |
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Soho Complex, 7th
Floor |
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Scott Gibson, FSA,
MA; Senior VP & Principal - Lewis & Ellis, Inc.;
Board Member – LISA |
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Nancy Trick, CFO – Peninsula
Insurance
Capital, LLC |
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Manish Kapoor, Managing Principal - West Wheelock
Capital |
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Steven McIssac, CEO
- Avon Capital Ltd. |
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Industry experts will present their views on what is
truly important for successful investment in life
settlements. This dynamic panel will compare and
contrast various NAV calculation methodologies as
well as present a variety of investment approaches
and strategies for mitigating tax withholding. |
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4:00 PM - 4:45 PM |
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New Investment Structures
Utilizing Life Settlements |
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Soho Complex, 7th Floor |
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Moderator:
Michael T. Crane – Managing Director – Coventry |
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Phil Hall, Director – Credit Suisse |
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Ellen Gardner,
Director - Deutsche Bank |
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Life Settlement backed notes and bonds, fund index
products, longevity swaps, and synthetics continue
to mature and gain investor interest. The panel will
examine the advantages and disadvantages of these
investment instruments, as well as what is on the
horizon for investors. |
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5:00 PM - 7:00 PM |
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Cocktail Reception* |
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Empire Complex, 7th Floor |
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This networking cocktail event will bring together
all major life settlement industry leaders. There is
no better opportunity to meet and make connections
with the men and women who drive the market. |
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*Attendees of the Pre-Investor
Workshop and attendees of the Fall Conference will
attend this reception. |
SPEAKERS
Workshop
speakers are comprised of industry leaders in life
settlement investments, portfolio management, and life
expectancy. The name of speakers will be available soon.
NETWORKING
At the
adjournment of the workshop, attendees will receive a
special pass to attend LISA’s 15th
Annual Fall Life Settlement Conference Sunday networking event,
the "Welcome Cocktail Reception" from 5PM - 7PM. This
kick off networking cocktail event brings together all major
life settlement industry leaders. There is no better
opportunity to meet with industry tycoons and make the right
connection. |
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REGISTRATION REQUIRED
TO ATTEND! |
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The workshop is
free for attendees registering online until October
23rd.
Registration will stop when capacity is reached.
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Register Now!
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FREE UNTIL OCTOBER
23RD |
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Registration
after October 23rd or at the door is $200.00. |
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LIMITED SEATING! |
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Register now to
reserve your spot. |
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