The Agenda

Breakfast & Registration

Opening Remarks & Welcome

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

Sherry Duarte, President - Moderator

SLG Life Settlements

Chris Conway, Chief Development Officer - Panelist

ISC Services

Steven Shapiro, President & CEO - Panelist

Q Capital Strategies

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

Jule Rousseau, Partner - Moderator

Arent Fox

Daniel Goldberg, Founding Partner - Panelist

Holwell Shuster & Goldberg

Steven Sklaver, Partner - Panelist

Susman Godfrey

Nat Shapo, Partner - Panelist

Katten Muchin Rosenman

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

Jon B. Mendelsohn, CEO - Speaker

Ashar Group

Networking & Coffee Break

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

Traci Davis, Chief Underwriting Officer - Moderator

ISC Services

Don Brink, Chief Underwriter - Panelist

Fasano Associates

Roger Tafoya, COO - Panelist

Predictive Resources

Lori Austin, President, Underwriting Division - Panelist

ITM TwentyFirst

Measuring Investment Performance Presentation

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

Stephen Luongo, Chief Investment Officer - Speaker

AIR Asset Management

Lunch Break

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

Jonah Kahn, Managing Partner - Moderator

Evergreen Settlements

Scott Kirby, Managing Partner - Panelist

Abacus Settlements

Brian Casey, Partner - Panelist

Locke Lord

Matt Morano, President - Panelist

Smart Oliver

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

Micah Bloomfield, Senior Counsel - Panelist

Stroock & Stroock & Lavan

Elie Zolty, Partner - Panelist

Schulte Roth & Zabel

Networking & Coffee Break

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

Doug Himmel, Managing Director/Partner - Moderator

Melville Capital

Robert Gatti, Investment Manager - Panelist

Life Policy Traders

Matt Pennino, Managing Director - Panelist

Bryant Park Capital

Tom Weinberger, Partner - Panelist

Schulte Roth & Zabel

Closing Remarks and Event Wrap Up