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.
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.
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.
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.
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
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





