2018


151799-LISA-Annual-Spring-Conf18-Web2

24th Annual Life Settlement Conference

May 6-8, 2018

Conference Agenda & Bios: Click here
Attendees Conference Presentation Materials :
https://event.crowdcompass.com/24thspring
Use the Mobile APP Password to get access to presentations and handouts. 
They are also available on the event mobile app.
Questions? Contact wcosta@lisa.org

(Please note that presentations were not recorded)


Conference News

The Life Insurance Settlement Association (LISA), the nation’s oldest and largest organization representing participants in the life settlement Industry, today announced the election of Cynthia Poveda as the new chairman of LISA.

Orlando, Fla. – May 5, 2015 – The Life Insurance Settlement Association (LISA), the nation’s oldest and largest organization representing participants in the life settlement Industry, today announced the election of Cynthia Poveda as the new chairman of LISA.

Poveda’s appointment was announced this morning at LISA’s 21st Annual Spring Life Settlement Conference, which was held May 3-5, 2015, at the Hyatt Regency Boston.

“I’m honored by the confidence that my peers in the life settlement industry have shown in me and excited about the opportunity to lead the association at an important time,” said Poveda, chief executive officer of Life Equity, LLC. “The life settlements business has bounced back from a severe downturn in 2008-2010 and we’re now starting to thrive again. My vision for the year ahead is to continue our focus on raising consumer awareness about the life settlement option and to provide opportunities for LISA members and industry participants to invest in our future growth.”

Based on the outcome of a membership vote held at the LISA conference, the following individuals were elected to new terms on the board:

Jim Maxson, partner at Culhane Meadows, PLLC

Cynthia Poveda, chief executive officer of Life Equity, LLC

Sheri Townsend, chief operating officer of Asset Servicing Group

John Welcom, president and chief executive officer of Welcome Funds, Inc.

Dan Young, president of Magna Life Settlements

These new directors join the other four board members still serving active terms:

Alan Buerger, chief executive officer of Coventry

Michael Freedman, president of GWG Holdings, Inc.

Vince Granieri, chief executive officer of Predictive Resources, LLC

Phil Loy, president of AVS Group

The full slate of LISA board members also elected new officers. In addition to Poveda’s election as chair, Freedman was appointed to serve as vice chair, Loy was appointed as treasurer and Maxson was selected as secretary.

“Cyndi is a dynamic leader in our industry and I look forward to working closely with her and our other board members in the years ahead as we accelerate our efforts to raise awareness among American seniors of the life settlement option,” said Darwin Bayston, president and chief executive officer of LISA.

A life settlement is the sale of a person’s life insurance policy to a third-party investor. In a life settlement, the policy’s owner transfers the ownership of that policy in exchange for an immediate cash payment from the buyer. Candidates for life settlements are typically 70 or older, with a life insurance policy that has a “face value” (death benefit) of more than $100,000.

About the Life Insurance Settlement Association

The Life Insurance Settlement Association (LISA) is the nation’s oldest and largest organization representing participants in the life settlement Industry, with a current membership of more than 90 companies doing business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. The mission of LISA is to promote the development, integrity and reputation of the life settlement industry, to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. For more information, visit www.lisa.org.

 

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II8 Bannerupdate

8th Annual Life Settlement Institutional Investor Conference

FEB 26, 2018

Conference Agenda & Bios: Click here
Attendees Conference Presentation Materials : For password and log-in instructions contact wcosta@lisa.org

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Conference News

The Life Insurance Settlement Association (LISA), the nation’s oldest and largest organization representing participants in the life settlement Industry, today announced the election of Cynthia Poveda as the new chairman of LISA.

Orlando, Fla. – May 5, 2015 – The Life Insurance Settlement Association (LISA), the nation’s oldest and largest organization representing participants in the life settlement Industry, today announced the election of Cynthia Poveda as the new chairman of LISA.

Poveda’s appointment was announced this morning at LISA’s 21st Annual Spring Life Settlement Conference, which was held May 3-5, 2015, at the Hyatt Regency Boston.

“I’m honored by the confidence that my peers in the life settlement industry have shown in me and excited about the opportunity to lead the association at an important time,” said Poveda, chief executive officer of Life Equity, LLC. “The life settlements business has bounced back from a severe downturn in 2008-2010 and we’re now starting to thrive again. My vision for the year ahead is to continue our focus on raising consumer awareness about the life settlement option and to provide opportunities for LISA members and industry participants to invest in our future growth.”

Based on the outcome of a membership vote held at the LISA conference, the following individuals were elected to new terms on the board:

Jim Maxson, partner at Culhane Meadows, PLLC

Cynthia Poveda, chief executive officer of Life Equity, LLC

Sheri Townsend, chief operating officer of Asset Servicing Group

John Welcom, president and chief executive officer of Welcome Funds, Inc.

Dan Young, president of Magna Life Settlements

These new directors join the other four board members still serving active terms:

Alan Buerger, chief executive officer of Coventry

Michael Freedman, president of GWG Holdings, Inc.

Vince Granieri, chief executive officer of Predictive Resources, LLC

Phil Loy, president of AVS Group

The full slate of LISA board members also elected new officers. In addition to Poveda’s election as chair, Freedman was appointed to serve as vice chair, Loy was appointed as treasurer and Maxson was selected as secretary.

“Cyndi is a dynamic leader in our industry and I look forward to working closely with her and our other board members in the years ahead as we accelerate our efforts to raise awareness among American seniors of the life settlement option,” said Darwin Bayston, president and chief executive officer of LISA.

A life settlement is the sale of a person’s life insurance policy to a third-party investor. In a life settlement, the policy’s owner transfers the ownership of that policy in exchange for an immediate cash payment from the buyer. Candidates for life settlements are typically 70 or older, with a life insurance policy that has a “face value” (death benefit) of more than $100,000.

About the Life Insurance Settlement Association

The Life Insurance Settlement Association (LISA) is the nation’s oldest and largest organization representing participants in the life settlement Industry, with a current membership of more than 90 companies doing business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. The mission of LISA is to promote the development, integrity and reputation of the life settlement industry, to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. For more information, visit www.lisa.org.

 

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2017


139682-D LISA Annual FALL Conf 926x200[20]

23rd Annual Fall Life Settlement Conference

OCT 16-17, 2017

Conference Agenda & Bios: Click here
Attendees Conference Presentation Materials : For password and log-in instructions contact wcosta@lisa.org

Missed the 23rd Annual Fall Life Settlement Conference? No Problem! 
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137350-D 23rd LISA Annual 926x200 01b[14]

23rd Annual Spring Life Settlement Conference

MAY 14-16, 2017

Conference Agenda & Bios: Click here
Attendees Conference Presentation Materials : For password and log-in instructions contact sfleshman@lisa.org

Missed the 23nd Annual Spring Life Settlement Conference? No Problem! 
Purchase the Presentations On Demand!

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Conference News

The Life Insurance Settlement Association (LISA), the nation’s oldest and largest organization representing participants in the life settlement Industry, today announced the election of Cynthia Poveda as the new chairman of LISA.

Orlando, Fla. – May 5, 2015 – The Life Insurance Settlement Association (LISA), the nation’s oldest and largest organization representing participants in the life settlement Industry, today announced the election of Cynthia Poveda as the new chairman of LISA.

Poveda’s appointment was announced this morning at LISA’s 21st Annual Spring Life Settlement Conference, which was held May 3-5, 2015, at the Hyatt Regency Boston.

“I’m honored by the confidence that my peers in the life settlement industry have shown in me and excited about the opportunity to lead the association at an important time,” said Poveda, chief executive officer of Life Equity, LLC. “The life settlements business has bounced back from a severe downturn in 2008-2010 and we’re now starting to thrive again. My vision for the year ahead is to continue our focus on raising consumer awareness about the life settlement option and to provide opportunities for LISA members and industry participants to invest in our future growth.”

Based on the outcome of a membership vote held at the LISA conference, the following individuals were elected to new terms on the board:

Jim Maxson, partner at Culhane Meadows, PLLC

Cynthia Poveda, chief executive officer of Life Equity, LLC

Sheri Townsend, chief operating officer of Asset Servicing Group

John Welcom, president and chief executive officer of Welcome Funds, Inc.

Dan Young, president of Magna Life Settlements

These new directors join the other four board members still serving active terms:

Alan Buerger, chief executive officer of Coventry

Michael Freedman, president of GWG Holdings, Inc.

Vince Granieri, chief executive officer of Predictive Resources, LLC

Phil Loy, president of AVS Group

The full slate of LISA board members also elected new officers. In addition to Poveda’s election as chair, Freedman was appointed to serve as vice chair, Loy was appointed as treasurer and Maxson was selected as secretary.

“Cyndi is a dynamic leader in our industry and I look forward to working closely with her and our other board members in the years ahead as we accelerate our efforts to raise awareness among American seniors of the life settlement option,” said Darwin Bayston, president and chief executive officer of LISA.

A life settlement is the sale of a person’s life insurance policy to a third-party investor. In a life settlement, the policy’s owner transfers the ownership of that policy in exchange for an immediate cash payment from the buyer. Candidates for life settlements are typically 70 or older, with a life insurance policy that has a “face value” (death benefit) of more than $100,000.

About the Life Insurance Settlement Association

The Life Insurance Settlement Association (LISA) is the nation’s oldest and largest organization representing participants in the life settlement Industry, with a current membership of more than 90 companies doing business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. The mission of LISA is to promote the development, integrity and reputation of the life settlement industry, to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. For more information, visit www.lisa.org.

 

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New-York-City-II7-926x200-Banner

7th Annual Institutional Investor Life Settlement Conference

Jan 29-30, 2017

Conference Agenda & Bios: Click here
Attendees Conference Presentation Materials : For password and log-in instructions contact sfleshman@lisa.org

Missed the 23 Annual Fall Life Settlement Conference? No Problem! 
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2016


Fall Conference Banner_Main

22nd Annual Fall Life Settlement Conference

MAY 16-18, 2016

Conference Agenda & Bios: Click here
Attendees Conference Presentation Materials : For password and log-in instructions contact sfleshman@lisa.org

Missed the 23 Annual Fall Life Settlement Conference? No Problem! 
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130993-D LISA Spring 2016 Web Banner P2

22nd Annual Spring Life Settlement Conference

MAY 15-17,2016

Conference Agenda & Bios: Click here
Attendees Conference Presentation Materials : For password and log-in instructions contact sfleshman@lisa.org

Missed the 22nd Annual Spring Life Settlement Conference? No Problem! 
Purchase the Presentations On Demand!

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Conference News
The Life Insurance Settlement Association (LISA), the nation’s oldest and largest organization representing participants in the life settlement Industry, today announced the election of Cynthia Poveda as the new chairman of LISA.

Orlando, Fla. – May 5, 2015 – The Life Insurance Settlement Association (LISA), the nation’s oldest and largest organization representing participants in the life settlement Industry, today announced the election of Cynthia Poveda as the new chairman of LISA.

Poveda’s appointment was announced this morning at LISA’s 21st Annual Spring Life Settlement Conference, which was held May 3-5, 2015, at the Hyatt Regency Boston.

“I’m honored by the confidence that my peers in the life settlement industry have shown in me and excited about the opportunity to lead the association at an important time,” said Poveda, chief executive officer of Life Equity, LLC. “The life settlements business has bounced back from a severe downturn in 2008-2010 and we’re now starting to thrive again. My vision for the year ahead is to continue our focus on raising consumer awareness about the life settlement option and to provide opportunities for LISA members and industry participants to invest in our future growth.”

Based on the outcome of a membership vote held at the LISA conference, the following individuals were elected to new terms on the board:

Jim Maxson, partner at Culhane Meadows, PLLC

Cynthia Poveda, chief executive officer of Life Equity, LLC

Sheri Townsend, chief operating officer of Asset Servicing Group

John Welcom, president and chief executive officer of Welcome Funds, Inc.

Dan Young, president of Magna Life Settlements

These new directors join the other four board members still serving active terms:

Alan Buerger, chief executive officer of Coventry

Michael Freedman, president of GWG Holdings, Inc.

Vince Granieri, chief executive officer of Predictive Resources, LLC

Phil Loy, president of AVS Group

The full slate of LISA board members also elected new officers. In addition to Poveda’s election as chair, Freedman was appointed to serve as vice chair, Loy was appointed as treasurer and Maxson was selected as secretary.

“Cyndi is a dynamic leader in our industry and I look forward to working closely with her and our other board members in the years ahead as we accelerate our efforts to raise awareness among American seniors of the life settlement option,” said Darwin Bayston, president and chief executive officer of LISA.

A life settlement is the sale of a person’s life insurance policy to a third-party investor. In a life settlement, the policy’s owner transfers the ownership of that policy in exchange for an immediate cash payment from the buyer. Candidates for life settlements are typically 70 or older, with a life insurance policy that has a “face value” (death benefit) of more than $100,000.

About the Life Insurance Settlement Association

The Life Insurance Settlement Association (LISA) is the nation’s oldest and largest organization representing participants in the life settlement Industry, with a current membership of more than 90 companies doing business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. The mission of LISA is to promote the development, integrity and reputation of the life settlement industry, to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. For more information, visit www.lisa.org.

 

All news

6th Annual Institutional Investor Life Settlement Conference
Feb 22, 2016

Conference Agenda & Bios: Click here
Conference Presentation Materials: For password and log-in instructions contact sfleshman@lisa.org

Conference News
The Life Insurance Settlement Association (LISA), the nation’s oldest and largest organization representing participants in the life settlement Industry, today announced the election of Cynthia Poveda as the new chairman of LISA.

Orlando, Fla. – May 5, 2015 – The Life Insurance Settlement Association (LISA), the nation’s oldest and largest organization representing participants in the life settlement Industry, today announced the election of Cynthia Poveda as the new chairman of LISA.

Poveda’s appointment was announced this morning at LISA’s 21st Annual Spring Life Settlement Conference, which was held May 3-5, 2015, at the Hyatt Regency Boston.

“I’m honored by the confidence that my peers in the life settlement industry have shown in me and excited about the opportunity to lead the association at an important time,” said Poveda, chief executive officer of Life Equity, LLC. “The life settlements business has bounced back from a severe downturn in 2008-2010 and we’re now starting to thrive again. My vision for the year ahead is to continue our focus on raising consumer awareness about the life settlement option and to provide opportunities for LISA members and industry participants to invest in our future growth.”

Based on the outcome of a membership vote held at the LISA conference, the following individuals were elected to new terms on the board:

Jim Maxson, partner at Culhane Meadows, PLLC

Cynthia Poveda, chief executive officer of Life Equity, LLC

Sheri Townsend, chief operating officer of Asset Servicing Group

John Welcom, president and chief executive officer of Welcome Funds, Inc.

Dan Young, president of Magna Life Settlements

These new directors join the other four board members still serving active terms:

Alan Buerger, chief executive officer of Coventry

Michael Freedman, president of GWG Holdings, Inc.

Vince Granieri, chief executive officer of Predictive Resources, LLC

Phil Loy, president of AVS Group

The full slate of LISA board members also elected new officers. In addition to Poveda’s election as chair, Freedman was appointed to serve as vice chair, Loy was appointed as treasurer and Maxson was selected as secretary.

“Cyndi is a dynamic leader in our industry and I look forward to working closely with her and our other board members in the years ahead as we accelerate our efforts to raise awareness among American seniors of the life settlement option,” said Darwin Bayston, president and chief executive officer of LISA.

A life settlement is the sale of a person’s life insurance policy to a third-party investor. In a life settlement, the policy’s owner transfers the ownership of that policy in exchange for an immediate cash payment from the buyer. Candidates for life settlements are typically 70 or older, with a life insurance policy that has a “face value” (death benefit) of more than $100,000.

About the Life Insurance Settlement Association

The Life Insurance Settlement Association (LISA) is the nation’s oldest and largest organization representing participants in the life settlement Industry, with a current membership of more than 90 companies doing business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. The mission of LISA is to promote the development, integrity and reputation of the life settlement industry, to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. For more information, visit www.lisa.org.

 

All news

2015


21st Annual Fall Life Settlement & Compliance Conference
Oct 19-20, 2015

Conference Agenda & Bios: Click here
Conference Presentation Materials (Password Required): Click here

Conference News
The Life Insurance Settlement Association (LISA), the nation’s oldest and largest organization representing participants in the life settlement Industry, today announced the election of Cynthia Poveda as the new chairman of LISA.

Orlando, Fla. – May 5, 2015 – The Life Insurance Settlement Association (LISA), the nation’s oldest and largest organization representing participants in the life settlement Industry, today announced the election of Cynthia Poveda as the new chairman of LISA.

Poveda’s appointment was announced this morning at LISA’s 21st Annual Spring Life Settlement Conference, which was held May 3-5, 2015, at the Hyatt Regency Boston.

“I’m honored by the confidence that my peers in the life settlement industry have shown in me and excited about the opportunity to lead the association at an important time,” said Poveda, chief executive officer of Life Equity, LLC. “The life settlements business has bounced back from a severe downturn in 2008-2010 and we’re now starting to thrive again. My vision for the year ahead is to continue our focus on raising consumer awareness about the life settlement option and to provide opportunities for LISA members and industry participants to invest in our future growth.”

Based on the outcome of a membership vote held at the LISA conference, the following individuals were elected to new terms on the board:

Jim Maxson, partner at Culhane Meadows, PLLC

Cynthia Poveda, chief executive officer of Life Equity, LLC

Sheri Townsend, chief operating officer of Asset Servicing Group

John Welcom, president and chief executive officer of Welcome Funds, Inc.

Dan Young, president of Magna Life Settlements

These new directors join the other four board members still serving active terms:

Alan Buerger, chief executive officer of Coventry

Michael Freedman, president of GWG Holdings, Inc.

Vince Granieri, chief executive officer of Predictive Resources, LLC

Phil Loy, president of AVS Group

The full slate of LISA board members also elected new officers. In addition to Poveda’s election as chair, Freedman was appointed to serve as vice chair, Loy was appointed as treasurer and Maxson was selected as secretary.

“Cyndi is a dynamic leader in our industry and I look forward to working closely with her and our other board members in the years ahead as we accelerate our efforts to raise awareness among American seniors of the life settlement option,” said Darwin Bayston, president and chief executive officer of LISA.

A life settlement is the sale of a person’s life insurance policy to a third-party investor. In a life settlement, the policy’s owner transfers the ownership of that policy in exchange for an immediate cash payment from the buyer. Candidates for life settlements are typically 70 or older, with a life insurance policy that has a “face value” (death benefit) of more than $100,000.

About the Life Insurance Settlement Association

The Life Insurance Settlement Association (LISA) is the nation’s oldest and largest organization representing participants in the life settlement Industry, with a current membership of more than 90 companies doing business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. The mission of LISA is to promote the development, integrity and reputation of the life settlement industry, to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. For more information, visit www.lisa.org.

 

All news

21st Annual Spring Life Settlement Conference
May 4-5, 2015

Conference Agenda & Bios: Click here
Conference Presentation Materials (Password Required): Click here

Conference News
The Life Insurance Settlement Association (LISA), the nation’s oldest and largest organization representing participants in the life settlement Industry, today announced the election of Cynthia Poveda as the new chairman of LISA.

Orlando, Fla. – May 5, 2015 – The Life Insurance Settlement Association (LISA), the nation’s oldest and largest organization representing participants in the life settlement Industry, today announced the election of Cynthia Poveda as the new chairman of LISA.

Poveda’s appointment was announced this morning at LISA’s 21st Annual Spring Life Settlement Conference, which was held May 3-5, 2015, at the Hyatt Regency Boston.

“I’m honored by the confidence that my peers in the life settlement industry have shown in me and excited about the opportunity to lead the association at an important time,” said Poveda, chief executive officer of Life Equity, LLC. “The life settlements business has bounced back from a severe downturn in 2008-2010 and we’re now starting to thrive again. My vision for the year ahead is to continue our focus on raising consumer awareness about the life settlement option and to provide opportunities for LISA members and industry participants to invest in our future growth.”

Based on the outcome of a membership vote held at the LISA conference, the following individuals were elected to new terms on the board:

Jim Maxson, partner at Culhane Meadows, PLLC

Cynthia Poveda, chief executive officer of Life Equity, LLC

Sheri Townsend, chief operating officer of Asset Servicing Group

John Welcom, president and chief executive officer of Welcome Funds, Inc.

Dan Young, president of Magna Life Settlements

These new directors join the other four board members still serving active terms:

Alan Buerger, chief executive officer of Coventry

Michael Freedman, president of GWG Holdings, Inc.

Vince Granieri, chief executive officer of Predictive Resources, LLC

Phil Loy, president of AVS Group

The full slate of LISA board members also elected new officers. In addition to Poveda’s election as chair, Freedman was appointed to serve as vice chair, Loy was appointed as treasurer and Maxson was selected as secretary.

“Cyndi is a dynamic leader in our industry and I look forward to working closely with her and our other board members in the years ahead as we accelerate our efforts to raise awareness among American seniors of the life settlement option,” said Darwin Bayston, president and chief executive officer of LISA.

A life settlement is the sale of a person’s life insurance policy to a third-party investor. In a life settlement, the policy’s owner transfers the ownership of that policy in exchange for an immediate cash payment from the buyer. Candidates for life settlements are typically 70 or older, with a life insurance policy that has a “face value” (death benefit) of more than $100,000.

About the Life Insurance Settlement Association

The Life Insurance Settlement Association (LISA) is the nation’s oldest and largest organization representing participants in the life settlement Industry, with a current membership of more than 90 companies doing business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. The mission of LISA is to promote the development, integrity and reputation of the life settlement industry, to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. For more information, visit www.lisa.org.

 

All news

5th Annual Institutional Investor Life Settlement Conference
February 23, 2015 - New York City 


Conference Agenda & Bios: Click here
Conference Presentation Materials (Password Required): Click here
Untitled Document

 

2014


   

Oct 5-7

20th Annual Fall Life Settlement Conference
Scottsdale, AZ

Conference Presentation Materials:
Click here

Conference Agenda & Bios:
Click here


   
 
   

April 30 - May 2
20th Annual Spring Life Settlement Conference
Washington, DC

Conference Presentation Materials: Click here

Conference Agenda & Bios: Click here


   
 
   
February 24

4th Annual Institutional Investor Life Settlement Conference
New York, NY
   
 
   

2013

     
Oct 9-11

19th Annual Fall Life Settlement and Compliance Conference
Orlando, FL
   
 
   
May 29-31

19th Annual Spring Life Settlement Conference
Las Vegas, NV
   
 
   
March 11

3rd Annual Institutional Investor Life Settlement Conference
New York, NY
   

2012

     
Nov 7-9

18th Annual Fall Life Settlement Conference
Orlando, FL
   
 
   
May 21-23

18th Annual Spring Life Settlement Conference
Philadelphia, PA
   
 
   
February 22

2nd Annual Institutional Investor Life Settlement Conference
New York, NY
   
 
   

2011

 

 

 
 
   

October 3-5

17th Annual Fall Conference
Atlanta, GA
 
 
   

October 3

2011 Compliance Conference
Atlanta, GA
 
 
   

May 4-6

17th Annual Spring Conference
Washington, DC
 
 
   

March 2

1st Institutional Investor Life Settlement Conference
New York, NY
 
 
   

2010

 

2010

 
November 10-12

16th Annual Fall Conference
Miami Beach, FL
  June 8th, 2010

Privacy, Fraud, Licensing and Other Issues
Slides
Kathleen Birrane - Maple Life Financial & MLF LexServ
Bryan Freeman - Habersham Funding, LLC
David Souders - Todd Associates

August 26-27

Compliance Conference & Legal Roundtable
Atlanta, GA

Purchase the recording!

  May 26th, 2010

Canadian Life Settlement Market
Slides
Danial Kahan - Canadian Life Options
  April 28th-30th

16th Annual Spring Conference
Washington, DC

 


January 14th, 2010
 
Life Settlement Reporting for Providers
Slides
Brian Staples - Right LLC
Jim Maxson - Morris, Manning & Martin
John McCarroll - Q Capital Strategies
  April 28th

IL Insurance Licensing Workshop
Washington, DC
   
January 12th, 2010

Life Settlement Reporting for Brokers
Slides
Brian Staples - Right LLC
Joy Dawe - Crump Life Insurance
  February 23rd-26th

2010 European Trade Mission
London, Luxembourg, Zurich
 
       





2009

 

2009

 

November 8th - 10th

15th Annual Fall Conference
New York, NY


December 9th, 2009

Liability Risk Related to the Use, Storage and Transfer of Private and Confidential Information - RECORDING AND SLIDES NOT AVAILABLE PER SPEAKERS
Brian Casey - Locke Lord Bissell & Liddell
David Souders - Todd Associates, Inc.

November 8th

Life Settlement Investor Workshop
New York, NY

 


September 9th, 2009

Life Settlement Tax Compliance
Daniel Harris - LISA
Steven Huttler - Sadis & Goldberg
Roger Lorence - Sadis & Goldberg
Tucker Shumack - Capital Counsel
Kirk Van Brunt - Locke, Lord, Bissell & Liddell

October 1st - 2nd

Compliance Conference
Orlando, FL


August 13th & 18th, 2009

Life Settlement Regulation: 2 Part Series
Doug Head - LISA
Joy Dawe - Life Settlement Insights
Adam Hicks - Habersham Funding, LLC

August 7th

Broker Summit
Orlando, FL

 
July 28th, 2009

Longevity and Mortality Risk as Part of a Hedge Fund Portfolio
Vishaal Bhuyan - VBBhuyan & Co.

May 6th - 8th

15th Annual Spring Conference
New York, NY

   

May 6th

Life Settlement Investor Workshop
New York, NY

   

2008

 

November 6th - 7th

14th Annual Fall Conference
Washington, DC



October 3rd

Producer Seminar - Chicago
Chicago, IL



October 1st

Producer Seminar - Atlanta
Atlanta, GA



September 25th - 26th

2008 Compliance Conference
Las Vegas, NV



September 4th - 5th

2008 Broker Summit
Orlando, FL



August 26th

Producer Seminar - Seattle
Seattle, WA



August 7th - 8th

2008 Industry Services Forum
Orlando, FL



May 14th - 16th 

14th Annual Spring Conference 
Washington D.C. 



April 4th - 5th

2008 Provider Summit
Orlando, FL



January 14th - 16th

2008 Compliance Conference
Washington, DC







2007

 

November 23rd - 25th

13th Annual Fall Conference
New York, NY