2010 Life Settlement Trade Mission/ Speakers

PARTNERSHIPS

LISA EVENTS

LISA is committed to promoting the development, integrity and reputation of the life settlement industry and providing a competitive market for the people it serves. Our expansive conference calendar aims to provide events targeted to the many important industry types that make up the settlement marketplace.

The Voice of the Industry

ELSA sets standards for the European life settlement industry and promotes transparency by providing accurate, authoritative information to retail and institutional investors. ELSA’s mission is to promote the development, integrity and reputation of the European life settlement industry and to encourage fair competition within the European market.

CONFERENCE SPEAKERS

Anna Bailey Brian Casey Michael Crane Ian Cotgias Meir Eliav Simon Erritt Michael Fasano Bryan Freeman Michael Fugler Frank Gannon Jose Garcia Scott Gibson Darryl Glatthorn Mark Goode	Vincent Granieri Rob Haynie Doug Head Victor Heggelman Beat Hess Heinz Kubli Thomas Laumont Jacqueline Lee Patrick McAdams Jean-Paul Messerli Tim Mol Jeff Mulholland Andrew Murphy André Pesch	Andrew Quinn Christian Seidl Steven Shapiro Dan Sheedy Larry Simon Brian Smith Peter Smith Roger Tafoya Mark Todd Sheri Townsend Brian Tyrrell Kirk Van Brunt Mark Venn
Anna Bailey MLF LexServ	Anna joined MLF LexServ in July of 2009 as Director of Business Development. In this role Anna is responsible for identifying and attracting clients that are in need of life settlement portfolio servicing, while cultivating already existing relationships. MLF LexServ is an industry leader and innovator in portfolio servicing and is a joint venture between Maple Life Financial and Cantor- Fitzgerald. After completing her undergraduate degree at the University at Buffalo where she received a BA in German with a double major in International Relations, she studied at the University of Maryland College Park. She holds her Master’s Degree in Germanic Studies with a concentration in Language, Literature and Culture. Anna began her career in Life Settlements in 2007 working for a licensed provider as Director of Operations. Anna began work on the Steering Group Committee for ELSA (European Life Settlement Association) in early 2009.
Brian Casey Locke Lord Bissell & Liddell LLP	Brian Casey is a Partner in the Corporate and Regulatory Insurance Practice Group of the Atlanta office of Locke Lord Bissell & Liddell LLP. Mr. Casey’s practice focus is on life settlements, general insurance, mergers and acquisitions, warranties/extended service contracts, and the multi-state regulation of insurance companies, insurance agencies, third party administrators, and other financial services firms. He also represents insurance clients in the areas of privacy, reinsurance, corporate finance and venture capital, and e-commerce. Mr. Casey is a nationally recognized speaker and author in the field of life settlements and holds advanced degrees from Auburn University, The Ohio State University of Law, and Emory University.
Michael Crane Coventry Capital	Michael Crane is a Managing Director, Capital Markets for Coventry Capital. Based in Coventry’s London office, Mr. Crane plays a senior role in the global expansion of Coventry’s industry-leading longevity distribution platform and is responsible for developing strategic relationships with capital markets firms throughout Europe. Mr. Crane joined Coventry from Deutsche Bank AG where he served as a Managing Director and Global Head of Distribution for the bank’s longevity derivatives business. Previously, he was with Gen Re Securities, a subsidiary of Berkshire Hathaway, as well as Credit Suisse First Boston and Barclays Capital. Mr. Crane received his A.B. degree in Economics from Harvard University.
Ian Cotgias SL Investment Management	Ian oversees all actuarial advice and service provided by SL Investment Management. This includes advising clients on the purchasing and valuation of TEPs and Life Settlements, advising on the basis used for valuing client portfolios and regular reporting to clients. As Senior Actuary, Ian is responsible for corporate governance regarding oversight of the output and processes relating to the actuarial and valuations technical areas. Ian has almost two decades of actuarial experience in the life assurance and life settlement industry. Having worked for a large UK life assurance company since 1991, Ian joined SL Investment Management in 1997. Ian’s experience includes product development, actuarial-based reviews, computer system development and various high profile project management tasks. Ian was instrumental in setting up the methodology employed by SL Investment Management in pricing, valuing and modelling portfolios of life settlement policies. Ian has been a Member of the Institute of Actuaries since 1991 and qualified as a Fellow in 1997.
Meir Eliav Legacy Benefits, LLC	Meir established Legacy Benefits in 1991. As a pioneer in the life settlement industry, he was a founding member and past-President of the VLSAA, currently known as LISA Life Insurance Settlement Association. Meir was born in Argentina and emigrated to Israel in 1964, where he studied finance at Tel Aviv University and subsequently earned an MBA. He has over 30 years of international finance experience. In 1974 he joined Bank Hapoalim, the largest Israeli bank as Comptroller of one of the bank’s international banking subsidiaries. Subsequently, he was transferred to the U.S. to manage the bank’s operations of their offices in California. Prior to establishing Legacy Benefits, Meir joined a private conglomerate in New York, serving as the President and CEO of one of its banking subsidiaries and later as the CFO of the entire group, which dealt in banking, manufacturing and aviation leasing.
Simon Erritt Coventry Capital	Simon Erritt is Managing Director for Coventry Capital. Based in Coventry’s London office, Mr. Erritt plays a senior role in the development of the firm’s longevity-linked products for counterparties throughout Europe. Prior to joining Coventry, Mr. Erritt was a Director in Citigroup’s Asset Finance Group where he led the development of Citigroup’s investment activity in the US secondary market for life insurance. Mr. Erritt is a graduate of the University of Bristol and Haywards Heath College in West Sussex, England.
Michael 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 four years he has served as a Board Member of LISA, where he has chaired the Best Practices Task Force for Life Expectancy Underwriters. He also is a member of the Life Settlement Institute and the Institutional Life Markets Association. He was named one of the ten most influential people in the life settlement industry by Life Settlement Review. 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.
Bryan Freeman Habersham Funding, LLC	M. BRYAN FREEMAN, President of Habersham Funding, LLC, is recognized for his longstanding efforts in developing the secondary market for life insurance. A licensed life agent for 31 years, he completed his first settlement in 1989. Bryan has received many honors for being a life settlement pioneer. In 2009, he was named by the Life Settlement Review as one of the 10 most influential people in the settlement industry internationally. In 2006, upon completion of four terms as President of LISA, Bryan was honored with resolutions from both houses of the Georgia Legislature for his settlement industry leadership. He has been actively involved in the development of responsible regulation and legislation of the secondary market since its inception. He lobbied for federal employees and veterans to gain the right to transact settlements, and for tax-free treatment for viatical settlements. Bryan has lobbied and testified before the U.S. Congress, state legislative committees, the NAIC and NCOIL on numerous occasions. He frequently speaks about and writes on life settlements.
Michael Fugler Welcome Life Financial Group	Michael Fugler currently serves as Head of Global Capital Markets for Welcome Life Financial Group (“WLFG”). His responsibilities include managing the strategic vision and direction for building Welcome Life Financial Group as the global expert in longevity markets, offering institutional clients with trading, product development, capital raising and independent objective advice. Fugler was a key member of the team that led its subsidiary, Welcome Life Securities to become the first Broker Dealer to operate exclusively in life settlements. Fugler has been a licensed Attorney for 37 years developing an expertise in international law and finance, international investment and merchant banking. He has also been an Investment Banker for the past 15 of those years being FINRA registered with Series 7, 24 and 63 licenses and establishing offices and providing extensive consulting and guidance to institutional investors throughout Europe and the USA.
Frank Gannon KPMG	Frank advises a wide range of both domestic and international clients who operate in the investment management, banking and securitisation sectors including the provision of audit, assurance and risk management services. Specifically Frank has been involved in the life settlement sector and has assisted set-ups in Ireland for over 5 years and also continues to act in an assurance capacity. Frank is an International Commerce with French graduate of University College, Dublin and is a Fellow of the Institute of Chartered Accountants in Ireland. Finally, Frank is also a member of the Irish Funds Industry Association Shari’ah Working Group.
Jose Garcia Carlisle Management Company	Having established a nine year track record of success across several sectors of the Life Settlement industry, Jose Garcia puts his experience to work as a life settlement Fund Manager in Luxembourg. Recognizing that many of the industry standards and ancillary sectors are outdated, Mr. Garcia is launching new investment vehicles utilizing Life Settlements as underlying assets. Having served as the CEO and equity partner of one of the industry's largest life settlement providers. Mr. Garcia's industry experience also extends to industry brokers, life settlement providers, to fund management, fund structuring, and investment marketing. During his career in the secondary market for life insurance, Jose Garcia has led and overseen the purchase of more than $2 billion in life settlements as well as helped to raise more than $750 million for investment into this asset class. Mr. Garcia graduated with honors from Old Dominion University with degrees in Finance and Economics. He holds a Masters of Business Administration from George Mason University.
Scott Gibson Lewis & Ellis, Inc. - Actuaries & Consultants	I have been a consultant with L&E in the Dallas office since 1987 serving as a partner since 1993. I am a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. I have served as a Board Member of the Life Insurance Settlement Association (LISA) since November 2005. I have specialized my entire actuarial career, which started in 1981, in the life insurance area. I have been working/serving the life settlement market since 2004 providing policy pricing, policy/fund valuations, and general consulting on an independent basis. I also continue to serve the life insurance industry.
Darryl Glatthorn Caldwell Life Strategies Corporation	Mr. Glatthorn is Head of Strategic Finance at Caldwell interfacing with capital markets participants and institutional investors. Mr. Glatthorn has more than 29 years experience in structured finance and capital markets, the last six focused on life settlements. Prior to joining Caldwell, Mr. Glatthorn founded a FINRA licensed broker dealer which specialized in private placements and finance for life settlement investments. He advised investment banks and money managers, successfully raising funds for early hedge entrants to the space, and advised on life insurance premium finance programs. Before that, Mr. Glatthorn spent eight years as a Partner and head of global trading at Zweig DiMenna Associates, a New York-based hedge fund. Mr. Glatthorn also served as a Senior VP in institutional derivatives sales at UBS, Morgan Stanley and Lehman Brothers. He is a graduate of Babson College where he majored in Accounting. He’s a long standing member of the Life Insurance Settlement Association (“LISA”) and is a licensed life insurance agent.
Mark Goode The Peninsula Group, LLC	Following careful analysis of investment trends, Mark Goode identified emerging opportunities in the secondary market for life insurance during the summer of 2002. Recognizing the inefficiencies and robust growth potential of this valuable young market, Mark organized and founded The Peninsula Group, LLC in early 2003. His original vision for Peninsula was an integrated holding company entirely focused on the senior life insurance and life premium finance markets. Today Peninsula controls and manages four distinct business subsidiaries which operate as a licensed life settlement provider, a life insurance premium finance originator, a life settlement trading fund manager and a life insurance policy and loan collateral portfolio servicer. In addition to serving as Peninsula’s CEO and Co-Managing Member, Mr. Goode is also the President and CEO of Secondary Life Capital, LLC and Life Policy Dynamics, LLC. Mr. Goode as the Vice-President and is a member of the Life Insurance Settlement Association (LISA) Board of Directors. Mr. Goode has been selected by the Board of Directors to serve both as the Chairman of the Political/Legislative Committee and the Chairman of the Political Action Committee (LISAPAC) that is administered by LISA. Prior to his involvement in the secondary market for life insurance, Mr. Goode was integrally involved in a number of substantial commercial real estate transactions. As a real estate investment banker, he structured and placed significant European equity for the purchase of landmark commercial office buildings in Washington, DC. In addition to his financial and entrepreneurial experience, Mr. Goode is a former Captain in the United States Marine Corps, where he was awarded the Navy Commendation Medal. He holds a Master of Arts degree in Legislative Affairs with a focus on Monetary and Fiscal Policy from George Washington University and a Bachelor of Science in Real Estate Development from the University of Oklahoma.
Vincent J. Granieri 21st Services, LLC	Vincent J. Granieri FSA, MAAA, EA is Chief Actuary for 21st Services, LLC. He is responsible for all actuarial activities with respect to 21st Services’ life expectancy underwriting systems. Prior to joining the company, Vince operated his own consulting practice for over five years in the insurance and financial services arena. As Chief Actuary/Chief Financial Officer for virtually all the organizations he has served over the past 20 years, he has built and managed every aspect of actuarial and financial operations. He supplemented his financial/actuarial skills with meaningful assignments in operations, investments, marketing and systems. He has also worked with Life Settlements provider, Life Equity LLC. Vince earned his bachelor’s degree at Ball State University, majoring in actuarial science. He also holds an MBA from the Harvard Business School. Vince is a Fellow of the Society of Actuaries (SOA) and a Member of the American Academy of Actuaries, as well as an Enrolled Actuary under ERISA. He currently serves on the American Academy of Actuaries’ SVL2 Steering Committee Sub-Group on Corporate Governance. Vince is a frequent contributor to actuarial periodicals and speaker at SOA meetings.
Rob Haynie Life Insurance Settlements, Inc.	Mr. Haynie has been a major influence in the evolution of the life settlement industry during his seventeen-year career of proactive involvement. Not only has he been directly involved in negotiating and settling several thousand contracts, he currently serves on the Board of Directors of the (LISA), Life Insurance Settlement Association, in addition to serving as its Vice President for four years in the past. He has recently been recognized as one of the 10 most influential people in the Life Settlement Industry by his peers. Life Insurance Settlements, Inc., or LIS is uniquely qualified to shop Life Settlements as one of the original Life Settlement Broker companies and one of the largest submitters of Life Settlement policies in the business today. Additionally, he is a noted speaker, panelist and author or contributor on the topic of life settlements in various trade journals, periodicals and press outlets across the globe and serves on the customer advisory board of 21st Services as well as the Advisory Board of The Insurance Studies Institute. Mr. Haynie, an Alumnus of Florida State University, currently holds a Life Agent License with Viatical Settlement Broker Appointment for LIS. He currently resides in Fort Lauderdale, Florida with his wife of 13 years, Lauren and their identical twin daughters, Skyler and Brooke.
Doug Head Life Insurance Settlement Association	A veteran of the life settlement industry for almost 20 years, Doug Head serves as Executive Director of LISA. From 1999 to 2001, Doug served as president of LISA’s Board of Directors. Doug’s contributions to the life settlement industry cannot be overstated. Entering the secondary market in the early 1990’s Doug is widely recognized as an expert in secondary market legislative and governmental affairs. As one of the earliest advocates for the passage of strong consumer-oriented legislation, Doug regularly speaks on behalf of LISA in state capitols and before regulatory bodies throughout the United States. The meteoric rise of the life settlement industry has brought much acclaim and criticism. As Executive Director, Doug plays an essential role in shaping the public discourse on life settlements, regularly fending off unwarranted attacks in the media, legislative rooms and elsewhere. Doug is proud to lead LISA in its mission to educate consumers, investors and policy makers on the benefits of the secondary market. During Doug’s tenure as Executive Director, LISA membership has increased ten-fold. From a small group of dedicated companies to a membership base of over 140 life settlement entities, LISA stands today as the largest and most diverse association in the secondary market. This growth brings substantial gains to the association’s reserves. In turn, Doug’s capacity to lead the fight to preserve the legally established property rights of consumers is substantially increased. On a daily basis, you will find Doug advancing the strategic goals of this vibrant industry, LISA members and the consumers that they serve.
Victor Heggelman Carlisle Management Company	As Finance Manager for the Carlisle Management Group, Victor Heggelman oversees the Group's internal and external financial reporting. Prior to joining the Carlisle Management Group, he was senior controller for Morgan Stanley where he oversaw financial and tax matters as well as corporate compliance within Morgan Stanley's real estate funds. Previously, as Audit Manager for KPMG, he audited and advised numerous life settlement investment vehicles on accounting policies and valuation. Mr. Heggelman also worked closely with funds and fund managers in Geneva, London and New York on financial audits and valuation issue. He also assisted various life settlement funds with valuation methodology of their life settlement investments. Mr. Heggelman graduated from Jacksonville University with degrees in Accounting and Finance is an active member of the Florida Institute of Certified Public Accountants since 2001.
Beat Hess AA-Partners Ltd.	Beat Hess is managing partner of AA-Partners Ltd (AAP). Before founding AAP Mr Hess was working in the areas of product management and product development of fund of hedge fund and equity products at Bank Leu, and fund and manager selection with UBS. Beat Hess holds a degree as Dipl. Ing. Agr. from the Swiss Federal Institute of Technology in Zurich and a master degree in business administration from the University of Zurich.
Heinz Kubli fundabilis GmbH	Heinz R. Kubli (1969), Dr. oec. publ., CFA, graduated in Economics and Business Administrations at the University of Zurich in 1995. He is the founder of fundabilis, a Zurich based independent asset manager and advisor to institutional clients in structured products / structured finance, alternative investments, US life settlements and Islamic Finance. Heinz is managing an open-end fund investing in US Senior Life Settlements and, together with a Swiss private bank, has recently completed the set up for CPPI-Certificates based on that fund. He is also a lecturer in Finance at the University of Applied Science in Zurich in the field of Behavioral Finance, Alternative Assets, Structured Finance and Structured Derivative Products. In his entire carrier, he has held positions with institutions such as the Swiss Bank Corporation, UBS and HypoVereinsbank Group, dedicated to derivatives, risk management products, and alternative investments schemes.
Thomas Laumont Wealth Management Capital Holding GmbH	Thomas Laumont joined Wealth Management Capital Holding GmbH (initially HVB FondsFinance) in March, 2001 and is as an Executive Director heading the Division Secondary Life Markets. Within UniCredit-Group WealthCap is the competence center for closed-end funds and domestic and international structured leasing. Thomas is responsible for the Secondary Life activities of WealthCap. His division already launched six funds which invest in the secondary markets of life insurance policies - two thereof in UK Teps and and four in U.S. life settlements. The six funds have raised more than 500 m Euros. Further funds are being planned. After having graduated as a "Diplom-Betriebswirt (BA)" (business administration) Thomas started his professional career in 1990 as a credit officer and assistant to the board at Landesbank Baden-Württemberg before he appointed head of a housing-loan department at Sächsischen Aufbaubank in Dresden. Before Dresden Thomas was in charge of a real estate financing project in Seoul, South Korea, for a period of six months. In 1998 he joined KGAL (KG Allgemeine Leasing) in Munich, Germany, as manager of both domestic and international projects. In 2001 Thomas joined WealthCap. As representative of HVB FondsFinance Thomas was one of the founders of Bundesverband Vermögensanlagen Zweitmarkt Lebensversicherungen e.V. (BVZL) and headed the working group "PR and Industry Standards" before he was elected as chairman of the association. Thomas is 41 years old and lives together with his spouse and three children south of Munich.
Jacqueline Lee Lewis & Ellis, Inc. - Actuaries & Consultants	I have been a consultant with L&E in the Dallas office since 2008. I am a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. At the beginning of my actuarial career, I focused on health insurance. For the past year, I have been working in the life settlement market providing policy pricing and policy/fund valuations. I also serve several health clients, aiding in pricing, regulatory filing, and reserving.
Patrick McAdams SL Investment Management	Patrick focuses on the management and analysis of existing Life Settlement funds along with researching and developing new fund opportunities. Patrick played an important role in the launch of the first London-listed vehicle to invest solely in US life settlements and has overseen the substantial growth in SL Investment Management’s US activities. His background includes a post as Research Associate within Bank of America’s global corporate & investment banking unit, working with senior analysts on M&A and industry research, and working for an internet start-up focusing on derivatives investment advice for high-net-worth individuals and their advisers. He joined SL Investment Management in 2002. Patrick obtained an honours degree in Finance and a minor in Computer Science from a US university in 1998. In 2001, he was awarded the Chartered Financial Analyst (CFA) designation, the premier international qualification for investment management and analysis.
Jean-Paul Messerli fundabilis GmbH	Jean-Paul Messerli (1970), BSc, Chartered Financial Analyst, graduated at the University of Applied Science for Business and Administration, Zurich in 1996. He is a partner of fundabilis, a Zurich based independent asset manager and advisor to institutional clients in structured products / structured finance, alternative investments, US life settlements and Islamic Finance. Jean-Paul is co-managing an open-end fund investing in US Senior Life Settlements and, together with a Swiss private bank, has recently completed the set up for CPPI-Certificates based on that fund. As private lecturer for derivatives, funds and accounting he develops modules to meet specific requirements of its clients and teaches. During his 18 year career Jean-Paul Messerli has worked in all major investment related fields, including Investment and Private Banking and Asset Management. His employers include Credit Suisse, UBS and the Geneva- based Private Bank Lombard Odier & Cie.
Tim Mol Carlisle Management Company	Before joining the Carlisle Group, Mr. Mol was employed by the Equity Trust Group for thirteen years and spent the first two years working in the Netherlands and the last eleven years in Curacao where he was the Director of Operations. As the Director of Operations he was responsible for the day-to-day management of the Curacao office and leading a team of 40 trust professionals. Furthermore he was involved with the management of several regulated mutual funds with assets totaling more than $ 1.5 billion. Mr. Mol has extensive experience in the fiduciary services industry advising both corporate and private clients, and handling complex accounting issues. Mr. Mol has knowledge of life settlement investment vehicles as well as the institutional investment environment. He has a Bachelors in Accounting and has a Masters in Business Administration from Henley Business School/University of Reading, United Kingdom.
Jeff Mulholland Fasano Associates	Jeff is the Chairman and CEO of Insurance Capital Markets Holdings, Ltd., which is an investment manager and consultant that focuses on the longevity and life settlements markets. Insurance Capital Markets offers both derivative and cash strategies in the sector, and has significant expertise in both areas. Jeff served as the President of Life Equity, the 3rd largest originator of policies in the life settlements market, which originated approximately $1 billion of face amount of policies in 2007 and has over 60 employees. He resigned from Life Equity to pursue the creation of Insurance Capital Markets. Jeff has been involved in the derivatives and securitization markets with premier investment banks and hedge funds since 1991 including: • Leading a hedge fund strategy which received the first preliminary rating from Moody’s for a life settlements securitization • Heading Citigroup’s Structured Insurance Products Group • Leading the team at Goldman Sachs that created Arrow Re, their offshore reinsurance company designed to facilitate the securitization of insurance risk (and serving as its first President) • Heading Goldman Sachs’ fixed income derivatives business for the insurance and reinsurance industries in North America Prior to working on Wall Street, Jeff was an actuarial and pension consultant for 5 years. Jeff is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. He graduated magna cum laude from the Wharton School in 1986 with concentrations in Actuarial Science and Insurance.
Andrew Murphy Mosaic Management Group	Andrew Murphy serves as Chief Operating Officer for Mosaic Management Group and is a regular lecturer on U.S. Life Settlements and mortality based investments. He can be reached at amurphy@mosaic-grp.com.
André Pesch Luxembourg Financial Services Office	André is an International Tax practitioner based in Luxembourg where he leads the Luxembourg Financial Services Office (FSO) and co-leads the EMEIA Investment Management Tax. He is concentrating on national and international tax issues for financial institutions, asset management and insurance companies. Andre is very experienced in the development and implementation of tax efficient investment/holding structures for investment funds and financial institutions as well as in the tax analysis of capital market transactions and structured products developed by banks. According to the International Tax Review, André is well known and highly respected for his work in capital markets and financial products. He is also a member of several working and expert groups within the European Commission, Luxembourg Bankers’ Association (ABBL) and the Association of the Luxembourg Fund Industry (ALFI).
Andrew Quinn A&L Goodbody	Andrew Quinn is a Corporate Tax Partner in A&L Goodbody, one of Ireland's leading corporate law firms. Andrew advises major international companies, investment managers and banks on cross border structures, investment funds and capital markets transactions. Andrew has worked for several years advising arrangers, investors and lenders in the life settlements industry in structuring the holding of life settlements through Irish tax efficient companies.
Christian Seidl Life Bond Management GmbH	Christian Seidl is Executive Vice President with Life Bond Management GmbH and is responsible for all US Life Settlement related business activities of the Life Bond Group of Companies (www.lifebond.de). The Life Bond Group was the market opener in Germany back in 2002 for US Life Settlement Funds and since then is consulting, planning and managing capital investments in the secondary markets for life insurance in the U.S.A., Germany and Japan. Prior to joining Life Bond in 2003 Mr. Seidl was working in different management positions with the Schoerghuber Group of Companies, Munich/Germany. He started his professional career as an assistant auditor with PriceWaterhouseCoopers and holds a diploma in business administration from the University of Regensburg/Germany. Christian Seidl is very active in the secondary markets for life insurance and is also Head of the International Section of the German association BVZL (www.bvzl.de).
Steven Shapiro Q Capital Strategies	Mr. Shapiro founded Q Capital in 2003 and has been the President and CEO since the Company’s inception. Previously, Mr. Shapiro was the President of MARK Partners LLC, a merchant banking boutique he founded in 2001. Mr. Shapiro has extensive experience in structuring transactions, strategic consulting, investment banking advisory services, and private equity investing. Mr. Shapiro has held positions with several private equity and investment banking partnerships, including The Blackstone Group, LP and Centre Partners Management LLC. Mr. Shapiro holds a B.A. degree in economics from the University of Pennsylvania and an M.B.A. in finance and entrepreneurial management from The Wharton School of the University of Pennsylvania.
Dan Sheedy GWG Life	Mr. Sheedy is the Director of Capital Markets for GWG Life working on capital markets solutions and product development in the secondary life insurance market. Previously, Mr. Sheedy has developed other secondary life funds and alternative asset structures for both the institutional and individual markets. Additionally, he served as a Portfolio Manager/Principal with Barrow, Hanley, Mewhinney & Strauss and a Client Portfolio Manager/Vice President with JP Morgan & Co., managing several billion dollars in client portfolios and conducting in-depth original research. Mr. Sheedy’s education includes a Master of Business Administration in Management from Golden Gate University and a Bachelor of Science in Finance from Auburn University. Mr. Sheedy is a Chartered Financial Analyst (CFA), and a member of the CFA Society of Dallas/Ft Worth.
Larry Simon Life Settlement Solutions Inc.	Larry Simon serves as the chief executive officer, president and sole director for Life Settlement Solutions Inc. In this capacity, he carries ultimate responsibility for the executive management of Life Settlement Solutions, long-range strategic planning and development, relationships with funding sources and brokers, and executive oversight of the general business affairs of the company. Life Settlement Solutions, Inc., ("LSS") is a life settlement provider, acting as a direct purchaser of life settlements using institutionally based funds. LSS does not work directly with the general public. The LSS management team has an established and proven industry record, having purchased in excess of $1 billion of life insurance policy mortality benefits to date. These policies have been purchased through financing provided by various institutional financing funding vehicles, such as institutional equity funds and a multi-year revolving asset-backed commercial paper facility.
Brian Smith Life Equity LLC	Brian Smith is CEO of Life Equity LLC, one of the fastest growing providers and servicers in the life settlement industry. As a life settlement provider, Life Equity is the purchaser of the life insurance policy from the original owner. As a co-founder of Life Equity in 2000, Brian formulated the Company's objectives of bringing a professional business approach to the industry by adhering to the highest ethical and legal standards. Life Equity only utilizes institutionally-provided funds and is licensed in virtually every state that regulates life settlements. Brian also serves as the President of the Life Settlement Institute (LSI), which is a not-for-profit trade organization that Life Equity co-founded. Brian is the former President, COO and Director of Cole National Corporation, a $1 billion NYSE company, which he took public in 1994. Brian holds a BS and MBA from Cornell University and received his license as a CPA.
Peter Smith The Financial Services Authority	Peter leads the Investment Policy Department within the FSA, with responsibility for policy on the distribution and sale of a broad range of investment products. Current work includes the Retail Distribution Review, pension reform, financial promotions and disclosure issues. Previously, Peter led the FSA’s work with HM Treasury, the Bank of England and the FSCS to enhance the UK's framework for dealing with banks, including the compensation framework. Peter was seconded to the European Commission in Brussels, working on banking issues including the Capital Requirements Directive. Before his secondment, Peter worked on policy issues, the FSA's internal processes and internal audit. Peter joined the FSA at its inception from the Building Societies Commission. Peter holds a Masters degree in finance from London Business School. He is married with one daughter.
Roger Tafoya ISC Services	Roger Tafoya is the Executive Vice President & Chief Underwriter at ISC Services, a leading Life Expectancy provider. Roger is responsible of all operational aspects of ISC Services. He has over 16 years experience in the life insurance industry including life and DI underwriting, impaired risk, claims management, and project management. Roger has served in executive capacities at leading insurance companies to include Shenandoah Life and The Principal Financial Group. Roger has a Bachelor of Arts degree from Baylor University and attended Texas Tech University School of Law. Prior to starting his career in insurance, Roger served in the United States Marine Corps attaining the rank of Major. As an infantry officer, Roger held billets that included Platoon Commander, Company Executive Officer, Company Commander, and Adjutant while participating in several military operations including Desert Shield and Desert Storm. Roger is a NASD Registered Principal, Series 6 and Series 26 and a member of the AALU.
Mark Todd Maple Life Financial	Mark Todd has extensive capital markets experience. Mark was the managing director for Tullett Prebon (Aust)‚ a global financial markets broker. Mark entered the life settlement asset class in 2007, having spent 20 years managing investor relations with global financial institutions. Mark brings to Maple the experience necessary to develop a capital market team that is focused on client goals and objectives. Mark attended and is completing an MBA from the University of New South Wales.
Sheri Townsend Asset Servicing Group, LLC	Ms. Townsend has been active in the settlement industry for over 12 years. She is currently the COO and a Managing Member of Asset Servicing Group, LLC (ASG). ASG was incorporated in 2002, and specializes in the management of portfolios of settled policies. ASG provides all the services necessary to effectively manage the policies of its clients, including payment of premiums, tracking of insureds and management of the death claims process. ASG has grown significantly over the past seven years and currently employs close to thirty people and manages over 5,400 policies. Ms. Townsend has been instrumental in not only managing the day-to-day operations, but in all aspects of the company. Ms. Sheri Townsend has been involved in the takeover, acquisition and management of several distressed portfolios since 2002. Ms. Townsend is actively involved in the Edward T. Stein Associates Receivership; Lydia Capital, Inc. Receivership; is the Assistant Receiver of Life Time Capital, Inc.; and the Assistant Conservator of Accelerated Benefits Corp.
Brian Tyrrell Athena Securities Group	Mr. Tyrrell has worked for 18 years in the financial services industry and has held directorships in a number of financial service companies. Mr. Tyrrell has specialised in structured investments and fund creation and has been responsible for the design, distribution and management of over 50 investment bonds, these bonds were underwritten by firms such as Bank of Ireland, Bank of Scotland, Anglo Irish Bank, Investec, Canada Life and Friends First Life Assurance. Brian graduated with an honours degree in Business Studies (Finance) from Dublin City University followed by a postgraduate qualification with the Society of Investment Analysts of Ireland and the Institute of Investment Management and Research UK and is a Chartered Financial Analyst.
Kirk Van Brunt Locke Lord Bissell & Liddell LLP	Kirk Van Brunt is a Partner in the Washington, D.C. office of Locke Lord Bissell & Liddell. Mr. Van Brunt’s practice is focused on the taxation of financial institutions and products, with particular focus on insurance companies and insurance products. Mr. Van Brunt has substantial experience with life settlement transactions, bank/corporate owned life insurance (BOLI/COLI), and is very active within the structured settlement industry. Mr. Van Brunt also has substantial experience in the tax treatment of asset-backed securities and derivative financial instruments. Mr. Van Brunt is a graduate of Harvard Law School and is a frequent speaker and author on life settlement tax issues.
Mark Venn ClearLife	Mark is Managing Director and Chief Executive Officer of ClearLife, which provides technology and business process management services through ClariNet, its proprietary system designed for the life settlements and longevity risk markets. Prior to founding ClearLife, Mark established the Asset Finance Group at Mizuho International, which built a portfolio of over US$1.25 billion in life settlements. While at Mizuho, Mark also founded the Institutional Life Markets Association ("ILMA"), which has become the leading trade association for institutional participants in the life settlements and premium finance markets. Mark joined Mizuho in 2000 to co-found Mizuho's Structured Credit Products Group, which completed US$3 billion in synthetic US high yield CDOs. From 1993, Mark worked for Credit Suisse First Boston and Credit Suisse Financial Products in Hong Kong, London, New York and Tokyo, specialising in credit derivatives and synthetic CDOs. Mark holds a master's degree in law from Cambridge University and qualified as a barrister in 1990.
More Information Coming Soon.

SPONSORSHIP OPPORTUNITIES

For information on Sponsorship and Advertisement opportunities, contact Shannon Fleshman, Conference Services and Product Sales,
407-894-3797 or Shannon@lisassociation.org

Premier Sponsor

Mission Sponsors

Venue Sponsors

- London -

- Luxembourg -

Venue Supporter

- Zurich -