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ABOUT THE CONFERENCE
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Conference Committee |
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Conference Chairman
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Ramiro Rencurrell |
Magna Life Settlements, Inc. |
Provider |
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Conference Committee Members
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Jon Mendelsohn |
Ashar Group , LLC |
Broker |
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Michael Leibowitz |
Invescor, Ltd. |
Broker |
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Russel Dorsett |
Select Life Settlement
Corporation |
Broker |
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Mike Fasano |
Fasano Associates |
Industry Services |
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Jule Rousseau |
Herrick Feinstein, LLP |
Industry Services |
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Jim Maxson |
Morris, Manning, & Martin,
LLP |
Industry Services |
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Zohar Elhanani |
Legacy Benefits, LLC
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Provider |
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Steven Sabes |
GWG Life Settlements |
Provider |
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LISA Staff
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Will Menezes |
Life Insurance Settlement
Association |
Business Manager |
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Karla Ortiz |
Life Insurance Settlement
Association |
Conference Coordinator |
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More About our Committee... |
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Ramiro Rencurrell
Magna Life Settlements, Inc.
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Ramiro Rencurrell is the President of
Magna Life Settlements, Inc a Florida domiciled and
licensed life settlement provider. Before engaging
in his role as President of Magna Mr. Rencurrell was
he Vice President of Foreign Operations for BMI
Financial Group, inc. BMI Financial Group is a
holding company of various insurance carriers in the
US and abroad. Mr. Rencurrell has held various
positions with in the Life and Health Insurance
industry ranging from administrative, actuarial,
treasury, financial management, reinsurance,
marketing, and sales. Mr. Rencurrell has obtained a
bachelors and a MBA from Florida International
University. He is also a member of NAIFA and a board
member of LISA. |
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Jon Mendelsohn
Ashar Group, LLC |
Jon B. Mendelsohn serves as President
and CEO of Ashar Group, LLC, a nationally licensed
life settlement broker headquartered in Orlando,
Florida. Their firm focuses on building
relationships with and serving as the secondary
market resource for with broker dealers, insurance
brokerages, and marketing organizations. He became
active in the Life Settlement industry when the
market transitioned to an institutionally driven
market. He has spoken nationally at numerous
financial services conferences and is available to
provide continuing education for both financial
advisors, CPAs, and attorneys nationally.
Jon is fortunate to work with many of the nation’s
leading wealth management firms, attorneys, and
financial planning advisors. Born in Baltimore, MD,
Jon and his family moved to Central Florida, where
he attended the University of Florida to earn two
bachelor’s degrees in Economics and Marketing and a
Master Degree in Education. Jon is proud to be a
member of The International Forum, the 21st Services
Customer Advisory Board, the Tzedakah Society of
Central Florida. and on the Board of Directors for
the CBC of Seminole County, an organization
dedicated to the private placement of neglected and
abused children in the foster care system. His firm
is an active supporter of the Crohn's and Colitis
Foundation of America (CCFA) after his younger twin
sisters have lived with this challenge for the last
7 years.
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Michael Leibowitz
Invescor, Ltd. |
Building upon ground floor experience
working as a general manager for a major insurer to
establishing an insurance brokerage serving agents
nationwide and now practicing as an industry
innovator in life settlements, Mike Leibowitz has a
29-year record of progressive success in an
intensely competitive field. In 1980, Mike started
in life insurance as an agent with New York Life. He
later founded MAL Associates, a life insurance
agency based in Farmington Hills, Michigan.
Reflecting its rapid growth, MAL Associates became
Invescor, Ltd. In 2003, Mike began developing
an operational and technological platform for life
settlements. He became the architect of
LifeSettleWare®, Invescor’s proprietary software
that provides broker-dealers, insurance companies,
and financial advisory firms and with fully
transparent, fully disclosed, instantaneous status
reporting on their life settlement cases. Now
exclusively focused on life settlement back office
and brokerage services utilizing LifeSettleWare®
technology, Invescor Ltd. has processed more than
1,500 life settlement transactions with an aggregate
face value exceeding $2.9 billion.
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Russel Dorsett
Select Life Settlement Corporation |
J. Russel Dorsett, CLU has been
actively engaged in the life settlement business
since October of 2005, when, along with his partner
Steve Shorrock, he co-founded Select Life Settlement
Corporation to act as a life settlement broker.
Prior to that, he spent almost a year as a
consultant studying the emerging secondary market
for life insurance polices. Select Life Settlement
Corporation has been a member of LISA since 2005,
and both Steve and Russel have been very actively
involved with the association and participated in
working groups on a number of important issues.
Russel has a wealth of experience in the life
insurance industry, having served in virtually every
role from life insurance agent to life company CEO
and Director, both domestically and overseas. He
also has a background as a consultant with extensive
experience in both domestic and international
regulatory issues, and has been a featured speaker
at insurance and financial services conferences and
conventions all over the globe. Russel is a member
of the Board of Directors of LISA has served as a
senior executive and/or board member for a number of
major companies, including Philadelphia Life,
Southwestern Life, Great Southern, Bankers Life and
Casualty of New York, AIG, AIA Superannuation
Company, and AIA Australia, Ltd. He is currently
Co-Managing Director of Select Life Settlement
Corporation and a Director of Veris Settlement
Partners, with offices in Northport New York,
Rockville, Maryland, and Houston, Texas. Russel is a
graduate of the University of Texas and has been a
Chartered Life Underwriter since 1973.
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Mike Fasano
Fasano Associates |
Michael Fasano is founder and
President of Fasano Associates, a leading
underwriting firm providing life expectancy
estimates to the life settlement industry. For the
past two years he has served as a Board Member of
LISA. He also is a member of the Life Settlement
Institute. Prior to founding Fasano Associates, he
served as President of Trans-General Life Insurance
Company. He is a graduate of Northwestern
University, and received his Master’s degree from
the University of Wisconsin, Madison. He also is a
Fellow of the Life Management Institute. He
currently serves on the Board of Visitors for
Northwestern University’s College of Arts &
Sciences. He is a frequent industry speaker and has
published articles in Best’s Review, National
Underwriter and Pensions & Investments. |
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Jule
Rousseau
Herrick Feinstein, LLP |
Jule Rousseau and his colleagues have
developed an expertise in the life settlement
business and with premium finance structures used in
the purchase of life insurance. The firm represents
clients in all facets of this
business—policyholders, lenders, life settlement
brokers and providers and hedge funds providing
capital to the industry.
Jule advises clients on regulatory matters,
particularly in the areas of compliance, licensing
and market conduct, both in connection with life
settlement business and in general areas of life,
accident and health, and property and casualty. Our
clients often rely on us to meet with state
insurance departments around the country to deal
with regulatory compliance issues. Jule has worked
extensively with insurance departments in Texas,
Georgia and Florida on behalf of insurers victimized
by fraudulent insurance brokers. He has also been
involved in projects concerning licensing issues in
all fifty states; advising domestic, European and
Asian insurers with respect to regulatory issues
that affect their US operations. His practice also
involves advising clients with respect to
reinsurance, the wording of those contracts, and all
matters relating to insurance policies, including
wording and interpretation. He represents the
National Conference of Insurance Legislators, a
non-profit group dedicated to education and sharing
ideas between legislators across the country. He
also has represented the New York Insurance
Department in its review and approval of the Lloyd’s
of London scheme to create Equitas as the run-off
reinsurer of old years’ liabilities.
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Jim Maxson
Morris, Manning & Martin, LLP |
James W. Maxson is Of Counsel in the
firm’s Insurance and Reinsurance group. Mr. Maxson’s
areas of expertise include life settlements, mergers
and acquisitions, securities and regulatory issues.
Mr. Maxson is Co-Chair of the firm’s Life
Settlements group and his practice focuses on all
aspects of the life settlement industry. He has
performed extensive work in the areas of licensing,
regulatory compliance, fund structuring, and policy
acquisitions.
Mr. Maxson worked for four years as the Executive
Vice President, General Counsel and Acting Chief
Operating Officer of a leading life settlement
provider company where he was responsible for all
compliance and legal matters, including
interpretation of legislative and regulatory
requirements and compliance with securities law. Mr.
Maxson was previously a senior associate at a large
international law firm where he practiced in the
areas of securities and mergers and acquisitions. He
also clerked for the Honorable Alice M. Batchelder
on the U.S. Court of Appeals for the Sixth Circuit.
Mr. Maxson is a frequent presenter on topics related
to the life settlement industry. He is also active
with the Life Insurance Settlement Association
(LISA), the oldest and largest association
representing the life settlement industry, and is a
member of LISA’s Legal Committee.
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Zohar Elhanani
Legacy Benefits, LLC |
Zohar has broad and diverse
experience in Operations Management, Business and
Corporate Development in a variety of growth
industries. Prior to joining Legacy Benefits, Zohar
served as Executive Vice President of Sales &
Operations for RealTimeImage, Inc., a medical
imaging technology company which was later acquired
by IDX Systems Corporation. Following this
acquisition in July 2005, Zohar joined IDX as the
Managing Director of the newly acquired business.
Zohar subsequently played an key role in GE
Healthcare’s acquisition of IDX. Before his
involvement with RealTimeImage and IDX, Zohar was a
Director of Business Development for Scitex
Corporation, (NASDAQ: SCIX), a global leader in
digital imaging solutions for the graphic arts
industry, where he evaluated business and corporate
development opportunities and implemented M&A
transactions in line with the company's corporate
strategy. In addition, Mr. Elhanani was formerly an
Associate with Giza Venture Capital Fund where he
managed investments in the IT, Enterprise Software
and Communications sectors.
Zohar holds an MBA from Solvay Business School in
Brussels, Belgium from which he graduated Summa Cum
Laude as well as dual undergraduate degrees in Law
and Economics from Tel Aviv University in Israel.
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Steven Sabes
GWG Life Settlements |
Mr. Sabes has been an owner and
operator of three private specialty finance
companies since 1999: GWG Life, MedFinance, and
Opportunity Finance. GWG Life is a participant in
the secondary market for life insurance policies as
a purchaser of policies, policy broker, and bridge
loan financier. MedFinance purchases receivables of
from medical providers. Opportunity Finance provided
commercial trade loans to medium-sized businesses.
Mr. Sabes has served on the board of directors for
SpeciGen, a biotech company, and STEN Corp., a
publicly traded finance company. Prior to his
activities in the finance industry, Mr. Sabes
conducted pharmaceutical research as a Senior
Scientist at Shionogi BioResearch in Boston. Mr.
Sabes has a Ph.D. in organic chemistry from the
University of Minnesota and a B.A. degree from The
Colorado College. |
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BECOME A
COMMITTEE MEMBER |
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"As
the voice of the industry, LISA is committed to
providing thorough coverage of timely and complex
issues in the life settlement arena. Our Conference
Committee is comprised of LISA members who are
experienced, ready and willing to come together to
help shape the 15th Annual Spring Conference
Program." |
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If you have any questions
about the Conference Program Committee, please
contact Karla Ortiz, Conference Coordinator, at
karla@lisassociation.org. |
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