The Life Settlements Conference Workshops




On Tuesday, September 23 we’ll be offering a series of pre-conference workshops. Each offers technical education in a classroom setting on specific issues in the business. These concurrent three-hour sessions give you in-depth instruction by experts in the field.

Register Now!

Registration for the conference plus the pre-conference workshops on September 23 is only $1,995.

Your registration for the workshops entitles you to attend any of the sessions that you choose.


Tuesday, September 23, 1:00 – 4:00 PM
Workshop #1
Best Practices: Making Life Settlements Work in the Newly-Regulated Environment

This workshop is geared toward investment executives and supporting Life Settlements professionals.

  • "Do's and Don'ts" for completing a successful, fully-compliant transaction.
  • Best practices strategies for organizing and leading life settlement initiatives at your firm.
  • Deciding how settlements can complement your existing investment objectives.
  • An understanding of the role of technology in the settlement process, pertaining to efficiency, compliance, and privacy requirements.
  • A review of current issues confronting the settlement industry.
SPEAKERS: JIM CAVOLI & CYNTHIA POVEDA, Life Settlement Insights
Workshop #2
Life Expectancy Tables: A Comprehensive Analysis of the 2008 Valuation Basic Table

This exclusive workshop covers life expectancy underwriting, and reviews the new 2008 Valuation Basic Table.

  • Life expectancy underwriting: Understanding how life expectancy tables are used.
  • Refinements needed for more dynamic cash flow projections.
  • How life expectancy tables are compiled.
  • Differences between 2008 VBT and 2001 VBT. Comparison with actual life settlement experience.
  • Impact of 2008 VBT on life expectancy estimates and projected portfolio cash flows.
SPEAKERS: MICHAEL FASANO & HASAN QURESHI, Fasano Associates
Workshop #3
How You Can Profit from Life Settlements

If you are a broker, provider or investor just getting involved in the business, this workshop provides you with everything you need to know about Life Settlements.

  • The Life Settlements Process: Understanding the Sale of Policies
  • Explaining the Value Proposition with Policy Holders
  • The Role of Providers, Brokers and Lenders
  • Pricing, Due Diligence, and Rate of Return Expectations
  • Legal & Political Issues: An Overview of the Regulatory Landscape
SPEAKER: MARK FRIETAG, Locke Lord Bissell & Liddell
Workshop #4
Institutional Investments: Understanding Life Settlements as a Unique Asset Class

Life Settlements is a growing asset class for capital market investors, and is attracting the attention of institutional capital from around the globe. This workshop focuses on what makes Life Settlements an attractive opportunity.

  • Life Settlements As An Emerging Asset Class: Market Developments & Industry Players
  • Sourcing Policies and the Regulatory Environment: Coverage, Legal Issues & Documentation
  • Accessing the Life Settlement Space: Cash vs. Synthetic Structures, Managed Funds, Market Pricing, Liquidity & Handling Secondary Risks
SPEAKERS: ANN GORMAN & BRIAN TIJAN, Credit Suisse

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