The Life Settlements Conference

The Life Settlements Conference 2019 delivers the most current and actionable information in the LS and viaticals market. Attendees surveyed after last year’s event report it was among the best they have attended. Ever.

At DealFlow, where “the program always comes first,” we assemble panels of experts to discuss the latest issues and trends in the Life Settlements market. All are working professionals, highly respected in their fields. Anyone involved in Life Settlements cannot afford to miss this conference. Take a look at just some of the panel discussions we’re planning for September 10.

This is the largest independent event in the industry. Clients will tell you, just as they repeatedly tell us, that The Life Settlements Conference is a powerful networking and learning tool.

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Hosted By

Education

Discussion of legal issues, finance trends, and marketing techniques.

Networking

Surround yourself with thought-leaders in the industry.

Business Development

Innovative ideas from a roster of investors, bankers, and finance pros.

Who'll Be Attending

Attendees at the Life Settlements Conference represent a broad range of legal and finance professionals with common interests and shared goals. Our conferences attract the decision makers in an organization – the people empowered to make things happen. You’ll want to meet them.

  • Life Settlements Investors
  • Law Firms
  • Hedge Fund Managers
  • Life Settlement Brokers
  • Pension Plans & Endowments
  • Accountants & Financial Advisors
  • Private Equity Firms
  • Institutional Investors

Event Speakers

Our panelists and presenters are thought leaders in the industry.

Brian Casey

Brian Casey

Locke Lord
Partner
Chris Conway

Chris Conway

ISC Services
Chief Development Officer
Daniel Goldberg

Daniel Goldberg

Holwell Shuster & Goldberg
Founding Partner
Don Brink

Don Brink

Fasano Associates
Chief Underwriter
Doug Himmel

Doug Himmel

Melville Capital
Managing Director/Partner
Elie Zolty

Elie Zolty

Schulte Roth & Zabel
Partner
Jack Kelly

Jack Kelly

The McPherson Group
Partner
Jon B. Mendelsohn

Jon B. Mendelsohn

Ashar Group
CEO
Jonah Kahn

Jonah Kahn

Evergreen Settlements
Managing Partner
Jule Rousseau

Jule Rousseau

Arent Fox
Partner
Lori Austin

Lori Austin

ITM TwentyFirst
President, Underwriting Division
Matt Morano

Matt Morano

Smart Oliver
President
Matt Pennino

Matt Pennino

Bryant Park Capital
Managing Director
Micah Bloomfield

Micah Bloomfield

Stroock & Stroock & Lavan
Senior Counsel
Nat Shapo

Nat Shapo

Katten Muchin Rosenman
Partner
Robert Gatti

Robert Gatti

Life Policy Traders
Investment Manager
Roger Tafoya

Roger Tafoya

Predictive Resources
COO
Scott Kirby

Scott Kirby

Abacus Settlements
Managing Partner
Sherry Duarte

Sherry Duarte

SLG Life Settlements
President
Stephen Luongo

Stephen Luongo

AIR Asset Management
Chief Investment Officer
Steven Shapiro

Steven Shapiro

Q Capital Strategies
President & CEO
Steven Sklaver

Steven Sklaver

Susman Godfrey
Partner
Tom Weinberger

Tom Weinberger

Schulte Roth & Zabel
Partner
Traci Davis

Traci Davis

ISC Services
Chief Underwriting Officer

The Agenda: Comprehensive Content & Innovative Ideas

We pride ourselves in being first with innovative programming and exciting professional networking opportunities. Take a look at the growing list of discussions we’ve planned.

Breakfast & Registration

07:30 AM

Opening Remarks & Welcome

08:35 AM

Market Outlook for Life Settlements (Panel)

  • Updates on latest market conditions
  • Tertiary life settlements market
  • Transaction potential: projected population of aging seniors with life policies
  • Forecasting growth into 2020

08:50 AM

Cost of Insurance & Litigation (Panel)

  • Making solid underwriting decisions to avoid litigation
  • Steps in dealing with insurance companies refusing to settle
  • Estimating the cost of a court fight
  • Case examples & outcomes

Nat Shapo, Partner - Panelist

Katten Muchin Rosenman

09:50 AM

How Increased Policy Supply Serves as a Catalyst for More Capital Entering the Market (Presentation)

  • Regulation and tax reform generates advisor submissions
  • Learn about new policy submission channels
  • Fiduciaries can no longer overlook life settlements
  • Reputable buyers validate and bring comfort to sellers

10:50 AM

Networking & Coffee Break

11:15 AM

Improving Underwriting Through Technology (Panel)

  • Making better life expectancy projections
  • Reducing portfolio risk
  • Increasing transaction speed
  • Using database searches to study prescription and clinical history

Roger Tafoya, COO - Panelist

Predictive Resources

11:30 AM

Measuring Investment Performance (Presentation)

  • Methods of reporting and best practices
  • Single policy valuation
  • Accounting for investments
  • Assessing asset quality

12:30 PM

Lunch Break

12:55 PM

Direct to Consumer Marketing Techniques (Panel)

  • Why the typical pipeline of financial advisors and estate attorneys isn’t enough anymore
  • How to broaden consumer awareness of the LS option through direct marketing
  • Reducing costs by dealing directly with consumers

01:50 PM

We Need to Talk About Taxes (Panel)

  • Why tax considerations should be a major concern
  • New rules of the road on matters of taxation and life settlements

Jack Kelly, Partner - Moderator

The McPherson Group

Elie Zolty, Partner - Panelist

Schulte Roth & Zabel

02:50 PM

Networking & Coffee Break

03:45 PM

Life Settlements and Capital Markets Transactions (Panel)

  • Structuring life settlements transactions
  • Working with institutional investors, including pension funds
  • Tracking asset depreciation over time
  • Pricing portfolios to sell

Tom Weinberger, Partner - Panelist

Schulte Roth & Zabel

04:15 PM

Closing Remarks and Event Wrap Up

05:10 PM

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Corporate Sponsors

Our sponsors are thought-leaders in the alternative finance industry. Corporate sponsorship provides unmatched exposure during a lengthy promotional campaign and the conference itself. Benefits include pre-conference publicity, logo and literature placement, exhibit space, online ad placement, and complimentary registration.

To become a sponsor, contact Charlie Napolitano at (516) 876-8006 extension 20 or charlie@dealflowevents.com.

Networking Sponsor

Silver Sponsor

Promotional Sponsor

Venue

TKP New York Conference Center
109 West 39th Street
New York, NY 10018

The TKP New York Conference Center is conveniently located within walking distance of Grand Central Terminal, the Port Authority Bus Terminal, and Penn Station.

For this event, we have contracted to rent the entire 2nd floor facility to accommodate our attendees and sponsors.

Venue

TKP New York Conference Center
109 West 39th Street
New York, NY 10018

The TKP New York Conference Center is conveniently located within walking distance of Grand Central Terminal, the Port Authority Bus Terminal, and Penn Station.

For this event, we have contracted to rent the entire 2nd floor facility to accommodate our attendees and sponsors.

Call us at (516) 876-8006 or email team@dealflowevents.com.

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