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LISA EVENTS


18th Annual Spring Conference May 21-23, 2012-Philadelphia,PA



 

 

For over a decade, LISA has offered business professionals excellence in life settlement conferences. Our bi-annual meetings consistently draw over 250 attendees, while our industry specific conferences gather over 100 attendees!  LISA conferences are known for having the largest and most diverse gathering of industry professionals in the secondary market.  Come and be apart of that experience!

 Frequently Asked Questions


 

CLICK ON THE QUESTIONS BELOW FOR ANSWERS!

 


1.

Am I an Institutional Investor?

2.

Are there discounted rates?

3.

How can I make Hotel reservation?

4.

What are my Payment Options?

5.

Can I modify my registration?

6.

I need to cancel my Registration, what are my options?

7.

Can I register at the door?

8.

What will the agenda entail?

9.

Can my spouse attend?

10.

My company is not a member of LISA, however our partner company is. Do  qualify for the discounted rate?

11.

What is included in my registration?

12.

I am currently applying for membership; can I take advantage of the member rate?

13. How do I become a Sponsor or Exhibitor?

 

ANSWERS

 

1. Am I an Institutional Investor?

There will be a limited number of complimentary Institutional Investors registrations for this conference. One complimentary Institutional Investor per organization. To be considered a qualified institutional investor you must be an executive of a pension, endowment and/or foundation sponsor, or be a principal, partner, director, or an executive of a registered investment advisory firm responsible for management of a pension, endowment and/or foundation with assets in excess of $50 million. You may also qualify if you are an executive with an investment consultant firm of a qualified institutional investor . To qualify for the Institutional Investor complimentary rate all applications must be sent for review prior to the day of the event.


Click here to apply.


2.
Are there discounted rates?

LISA is excited to offer the first representative from an Institutional Investor company Complimentary access to this educational/networking event. 

In order to guarantee the lower rate, please register for the conference by January 31, 2012!

 

 

Registered between
NOW- Jan 31, 2012

Registered between
Feb 1 - Feb. 21, 2011

1st Qualified Institutional Investor*

FREE

FREE

Additional Institutional Investors* $200 $300

LISA Member

$395

$495

LISA Non-Member $595 $745

*Must meet criteria. Our Institutional Investor documents must be filled out and sent in to be evaluated and approved.


3. How can I make Hotel Reservations?

Please refer to our LOCATION & TRAVEL tab which will have a listing of nearby hotels around our venue.  You can contact them directly or use their website to reserve your room.  We highly suggest that you reserve your room as soon as possible to guarantee availability and the lowest rate.

 


4. What are my Payment Options?

There are several different payment options to update your account. You can log on to your account by using the registered email address and confirmation number to make an online credit card payment with Visa, MasterCard or American Express.

You may also mail checks payable to LISA at the address below:

Life Insurance Settlement Association
Attn: Accounting - Institutional Investor
1011 East Colonial Drive Suite 500
Orlando, FL 32803

 


5. Can I modify my Registration?

Yes! Registration changes can be made at anytime and most changes you can make on your own. Simply log onto your account by clicking on register now at the top left side of this screen. Fill out the information just as you did when registering for the first time. The system will tell you that you are already registered and provide you with a link to modify your registration. Once clicking on the modify link, you will be prompted for your confirmation number. After providing this information, you will be able to update your registration as you choose. 

For more question please contact the LISA Events at 407.894.3797.

 


6. I need to cancel my Registration, what are my options?

We are sad to see you go, but at this time we can only offer one option. You can substitute your registration at no extra cost to an alternate attendee by simply contacting LISA Events. Due to the time constraints for this highly anticipated conference, there will be NO cancellations/refunds once registered for the event. Please refer to the Cancellation & Payment Policy tab above.

 


7. Can I Register at the door?

For your convenience we do offer on-site registration as an option. However, please note that the maximum registration rates are applied at the door.

 


8. What will the Agenda entail?

We are working hard on our Agenda for this event and are excited to share all up to date information with you as it becomes available. For the latest and hottest topics and information that will be covered at the Institutional Investor Conference please refer to the Agenda tab.

 


9. Can my Spouse attend?

At this time, we are not offering any passes for a spouse to attend. Please contact the LISA Events at 407-894-3797 or events@lisassociation.org with your concerns.



10. My company is not a Member of LISA, however our Partner company is. Do I qualify for the Discounted Rate?

Only companies that appear on the LISA website as Members may register as Members. Parent, Sister, Partner and Subsidiary companies do not qualify for the Member registration rates.

For more information please contact LISA Events at 407.894.3797.


11. What is included in my registration?

You're registration includes access to our educational general sessions and all of our networking events which includes breaks, lunch, and cocktail reception.


12. I am currently applying for Membership; can I take advantage of the Member rate?

If your company applies for LISA membership within thirty (30) days before or after the conference and membership is granted, you will receive a credit equal to the difference between the non-member conference fee paid and the corresponding member fee towards future membership dues. Please note the following pre-conditions:

  1. Application must be post-marked within the thirty (30) day period before or after the conference.

  2. The application must be complete, including payment of the non-refundable $500 application fee, and presented to the Board of Directors within ninety (90) days of post-marked date.

  3. The credit will be distributed via the quarterly dues that are due on the first day of the quarter.


**Please direct any and all inquiries regarding this policy to Accounting Services Rep. Madeline Garcia Madeline@lisassociation.org.

 


13. How do I become a Sponsor, Exhibitor or Media Partner?

We welcome sponsors for this event. For more information regarding Sponsorship or opportunities for partnering with us on future events, please contact Tisha Williams at 407.894.3797 or twilliams@lisa.org. 

 

 


 

 

 

HOST VENUE

 

Harvard Club
35 West 44th Street
New York, NY

 

 

Qualified institutional investors will attend compliments of LISA. LISA members will also receive a substantial discount.
Click here to apply.

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