The Agenda

OUR PHILOSOPHY: "THE PROGRAM ALWAYS COMES FIRST"

The Life Settlements Conference is the premiere event uniting the most active and influential participants in this highly specialized and rapidly evolving market.

The Life Settlements Conference - September 10, 2019

07:30 AM

Breakfast & Registration

08:35 AM

Opening Remarks & Welcome

08:50 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

09:40 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

10:30 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

11:10 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

12:00 PM

Measuring Investment Performance Presentation

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

12:20 PM

Lunch Break

01:30 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

02:20 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

03:05 PM

Networking & Coffee Break

03:35 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

04:40 PM

Closing Remarks and Event Wrap Up

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

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