The Agenda


The Life Settlements Conference is the premier 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

09:50 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

10:50 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

11:15 AM

Networking & Coffee Break

11:30 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

12:30 PM

Measuring Investment Performance Presentation

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

12:55 PM

Lunch Break

01:50 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

02:50 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

03:45 PM

Networking & Coffee Break

04:15 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

05:10 PM

Closing Remarks and Event Wrap Up

Call us at (516) 876-8006 or email

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