2017


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

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Conference News

The life settlement marketplace is poised for new growth opportunities as industry participants better leverage emerging technologies to facilitate the sale of seniors’ life insurance policies, according to speakers at this week’s 23rd Annual Spring Life Settlement Conference.

ORLANDO, Fla., May 17, 2017 (GLOBE NEWSWIRE) -- The life settlement marketplace is poised for new growth opportunities as industry participants better leverage emerging technologies to facilitate the sale of seniors’ life insurance policies, according to speakers at this week’s 23rd Annual Spring Life Settlement Conference.

The conference was hosted by the Life Insurance Settlement Association (LISA), the nation’s oldest and largest organization representing participants in the life settlement Industry, and took place May 14-16, 2017, at the Omni Austin Hotel in Austin, Texas.

“A series of experts who addressed attendees at this year’s Spring Conference illustrated that there are a number of exciting opportunities in the works to take the life settlement industry to the next level,” said Darwin M. Bayston, CFA, president and chief executive officer of LISA. “By leveraging new technologies and data systems, we will see faster transactions conducted and more efficient underwriting methodologies. That is good news for seniors who no longer need or can afford their life insurance policies.”

life settlement is the sale by the owner of a life insurance policy for an immediate cash payment. The buyer of the policy assumes all future premiums payments and receives the death benefit upon the passing of the insured. On average, consumers receive four to seven times more from a life settlement than what they would have received from surrendering it back to the insurance company.

The conference opened with a panel discussing the vulnerability and risks that come along with any data breach in the life settlement industry, a poignant session in light of the recent worldwide ransomware attack. Attendees discussed the importance of responding to the “new normal” of cybersecurity threats and developing a sound cybersecurity program. The Panel also outlined the requirements established by the New York’s Cybersecurity Regulation, which makes life settlement providers, life settlement brokers and life agents subject to key compliance requirements in the event of a cybersecurity incident. In a timely follow-up session, David Souders addressed the coverage and pricing trends for data and privacy liability insurance.

In one of the featured panel sessions, “Innovations in Life Expectancies,” Lori Austin and Brian Lanzrath discussed new and innovative strategies to estimate life expectancies, including technology tools that will help professionals to arrive at more accurate projections – such as a new data-driven approach that relies on prescription and clinical history database searches. “Attendees were thrilled to have a major laboratory such as ExamOne discuss innovations in the space,” said Bayston.

Additional sessions discussed innovations in projecting Life Expectancies (LEs) and the impact of better LE data. A new study was also presented by Jiahua (Java) Xu, a Ph.D. candidate at the University of St. Gallen in Switzerland, who traced the patterns of LE estimates in both secondary and tertiary markets by major medical underwriters and provided important results from her findings.

The conference also included a “Regulator Panel” session that addressed a variety of issues potentially impacting the life settlement and life insurance businesses. The session included a discussion about proposed consumer disclosure regulations that would require life insurance companies to notify consumers of all of their options prior to lapsing or surrendering a policy. One of the panelists, Korey Harvey (Deputy Commissioner of the Office of Health, Life & Annuity at the Louisiana Department of Insurance), observed that “it would probably only be fair” if insurers were required to provide some sort of notification, just as life settlement companies are required to inform consumers of alternatives to selling a policy.

Attendees also learned about practical strategies for addressing life settlement tax issues, such as taxation of transactions where the insured is terminally or chronically ill, possible tax consequences of retained death benefit transactions and long-term care funds, and the use of alternative structures to minimize the impact of taxation for life settlements funds.

The event also featured the annual election of members of the LISA Board of Directors and officers of the LISA Board. Three members were elected to new three-year terms on the board: Alan Buerger; John Dallas; and John McFarland. The newly elected LISA officers are:

  • Jim Maxson, Chair
  • Sheri Townsend, Vice Chair
  • Vince Granieri, Treasurer
  • John McFarland, Secretary

Other board members continuing to serve terms to which they were previously elected include Dan Young, John Welcom and Cynthia Poveda.

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

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

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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

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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

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Conference News
The life settlement marketplace is poised for new growth opportunities as industry participants better leverage emerging technologies to facilitate the sale of seniors’ life insurance policies, according to speakers at this week’s 23rd Annual Spring Life Settlement Conference.

ORLANDO, Fla., May 17, 2017 (GLOBE NEWSWIRE) -- The life settlement marketplace is poised for new growth opportunities as industry participants better leverage emerging technologies to facilitate the sale of seniors’ life insurance policies, according to speakers at this week’s 23rd Annual Spring Life Settlement Conference.

The conference was hosted by the Life Insurance Settlement Association (LISA), the nation’s oldest and largest organization representing participants in the life settlement Industry, and took place May 14-16, 2017, at the Omni Austin Hotel in Austin, Texas.

“A series of experts who addressed attendees at this year’s Spring Conference illustrated that there are a number of exciting opportunities in the works to take the life settlement industry to the next level,” said Darwin M. Bayston, CFA, president and chief executive officer of LISA. “By leveraging new technologies and data systems, we will see faster transactions conducted and more efficient underwriting methodologies. That is good news for seniors who no longer need or can afford their life insurance policies.”

life settlement is the sale by the owner of a life insurance policy for an immediate cash payment. The buyer of the policy assumes all future premiums payments and receives the death benefit upon the passing of the insured. On average, consumers receive four to seven times more from a life settlement than what they would have received from surrendering it back to the insurance company.

The conference opened with a panel discussing the vulnerability and risks that come along with any data breach in the life settlement industry, a poignant session in light of the recent worldwide ransomware attack. Attendees discussed the importance of responding to the “new normal” of cybersecurity threats and developing a sound cybersecurity program. The Panel also outlined the requirements established by the New York’s Cybersecurity Regulation, which makes life settlement providers, life settlement brokers and life agents subject to key compliance requirements in the event of a cybersecurity incident. In a timely follow-up session, David Souders addressed the coverage and pricing trends for data and privacy liability insurance.

In one of the featured panel sessions, “Innovations in Life Expectancies,” Lori Austin and Brian Lanzrath discussed new and innovative strategies to estimate life expectancies, including technology tools that will help professionals to arrive at more accurate projections – such as a new data-driven approach that relies on prescription and clinical history database searches. “Attendees were thrilled to have a major laboratory such as ExamOne discuss innovations in the space,” said Bayston.

Additional sessions discussed innovations in projecting Life Expectancies (LEs) and the impact of better LE data. A new study was also presented by Jiahua (Java) Xu, a Ph.D. candidate at the University of St. Gallen in Switzerland, who traced the patterns of LE estimates in both secondary and tertiary markets by major medical underwriters and provided important results from her findings.

The conference also included a “Regulator Panel” session that addressed a variety of issues potentially impacting the life settlement and life insurance businesses. The session included a discussion about proposed consumer disclosure regulations that would require life insurance companies to notify consumers of all of their options prior to lapsing or surrendering a policy. One of the panelists, Korey Harvey (Deputy Commissioner of the Office of Health, Life & Annuity at the Louisiana Department of Insurance), observed that “it would probably only be fair” if insurers were required to provide some sort of notification, just as life settlement companies are required to inform consumers of alternatives to selling a policy.

Attendees also learned about practical strategies for addressing life settlement tax issues, such as taxation of transactions where the insured is terminally or chronically ill, possible tax consequences of retained death benefit transactions and long-term care funds, and the use of alternative structures to minimize the impact of taxation for life settlements funds.

The event also featured the annual election of members of the LISA Board of Directors and officers of the LISA Board. Three members were elected to new three-year terms on the board: Alan Buerger; John Dallas; and John McFarland. The newly elected LISA officers are:

  • Jim Maxson, Chair
  • Sheri Townsend, Vice Chair
  • Vince Granieri, Treasurer
  • John McFarland, Secretary

Other board members continuing to serve terms to which they were previously elected include Dan Young, John Welcom and Cynthia Poveda.

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 settlement marketplace is poised for new growth opportunities as industry participants better leverage emerging technologies to facilitate the sale of seniors’ life insurance policies, according to speakers at this week’s 23rd Annual Spring Life Settlement Conference.

ORLANDO, Fla., May 17, 2017 (GLOBE NEWSWIRE) -- The life settlement marketplace is poised for new growth opportunities as industry participants better leverage emerging technologies to facilitate the sale of seniors’ life insurance policies, according to speakers at this week’s 23rd Annual Spring Life Settlement Conference.

The conference was hosted by the Life Insurance Settlement Association (LISA), the nation’s oldest and largest organization representing participants in the life settlement Industry, and took place May 14-16, 2017, at the Omni Austin Hotel in Austin, Texas.

“A series of experts who addressed attendees at this year’s Spring Conference illustrated that there are a number of exciting opportunities in the works to take the life settlement industry to the next level,” said Darwin M. Bayston, CFA, president and chief executive officer of LISA. “By leveraging new technologies and data systems, we will see faster transactions conducted and more efficient underwriting methodologies. That is good news for seniors who no longer need or can afford their life insurance policies.”

life settlement is the sale by the owner of a life insurance policy for an immediate cash payment. The buyer of the policy assumes all future premiums payments and receives the death benefit upon the passing of the insured. On average, consumers receive four to seven times more from a life settlement than what they would have received from surrendering it back to the insurance company.

The conference opened with a panel discussing the vulnerability and risks that come along with any data breach in the life settlement industry, a poignant session in light of the recent worldwide ransomware attack. Attendees discussed the importance of responding to the “new normal” of cybersecurity threats and developing a sound cybersecurity program. The Panel also outlined the requirements established by the New York’s Cybersecurity Regulation, which makes life settlement providers, life settlement brokers and life agents subject to key compliance requirements in the event of a cybersecurity incident. In a timely follow-up session, David Souders addressed the coverage and pricing trends for data and privacy liability insurance.

In one of the featured panel sessions, “Innovations in Life Expectancies,” Lori Austin and Brian Lanzrath discussed new and innovative strategies to estimate life expectancies, including technology tools that will help professionals to arrive at more accurate projections – such as a new data-driven approach that relies on prescription and clinical history database searches. “Attendees were thrilled to have a major laboratory such as ExamOne discuss innovations in the space,” said Bayston.

Additional sessions discussed innovations in projecting Life Expectancies (LEs) and the impact of better LE data. A new study was also presented by Jiahua (Java) Xu, a Ph.D. candidate at the University of St. Gallen in Switzerland, who traced the patterns of LE estimates in both secondary and tertiary markets by major medical underwriters and provided important results from her findings.

The conference also included a “Regulator Panel” session that addressed a variety of issues potentially impacting the life settlement and life insurance businesses. The session included a discussion about proposed consumer disclosure regulations that would require life insurance companies to notify consumers of all of their options prior to lapsing or surrendering a policy. One of the panelists, Korey Harvey (Deputy Commissioner of the Office of Health, Life & Annuity at the Louisiana Department of Insurance), observed that “it would probably only be fair” if insurers were required to provide some sort of notification, just as life settlement companies are required to inform consumers of alternatives to selling a policy.

Attendees also learned about practical strategies for addressing life settlement tax issues, such as taxation of transactions where the insured is terminally or chronically ill, possible tax consequences of retained death benefit transactions and long-term care funds, and the use of alternative structures to minimize the impact of taxation for life settlements funds.

The event also featured the annual election of members of the LISA Board of Directors and officers of the LISA Board. Three members were elected to new three-year terms on the board: Alan Buerger; John Dallas; and John McFarland. The newly elected LISA officers are:

  • Jim Maxson, Chair
  • Sheri Townsend, Vice Chair
  • Vince Granieri, Treasurer
  • John McFarland, Secretary

Other board members continuing to serve terms to which they were previously elected include Dan Young, John Welcom and Cynthia Poveda.

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 settlement marketplace is poised for new growth opportunities as industry participants better leverage emerging technologies to facilitate the sale of seniors’ life insurance policies, according to speakers at this week’s 23rd Annual Spring Life Settlement Conference.

ORLANDO, Fla., May 17, 2017 (GLOBE NEWSWIRE) -- The life settlement marketplace is poised for new growth opportunities as industry participants better leverage emerging technologies to facilitate the sale of seniors’ life insurance policies, according to speakers at this week’s 23rd Annual Spring Life Settlement Conference.

The conference was hosted by the Life Insurance Settlement Association (LISA), the nation’s oldest and largest organization representing participants in the life settlement Industry, and took place May 14-16, 2017, at the Omni Austin Hotel in Austin, Texas.

“A series of experts who addressed attendees at this year’s Spring Conference illustrated that there are a number of exciting opportunities in the works to take the life settlement industry to the next level,” said Darwin M. Bayston, CFA, president and chief executive officer of LISA. “By leveraging new technologies and data systems, we will see faster transactions conducted and more efficient underwriting methodologies. That is good news for seniors who no longer need or can afford their life insurance policies.”

life settlement is the sale by the owner of a life insurance policy for an immediate cash payment. The buyer of the policy assumes all future premiums payments and receives the death benefit upon the passing of the insured. On average, consumers receive four to seven times more from a life settlement than what they would have received from surrendering it back to the insurance company.

The conference opened with a panel discussing the vulnerability and risks that come along with any data breach in the life settlement industry, a poignant session in light of the recent worldwide ransomware attack. Attendees discussed the importance of responding to the “new normal” of cybersecurity threats and developing a sound cybersecurity program. The Panel also outlined the requirements established by the New York’s Cybersecurity Regulation, which makes life settlement providers, life settlement brokers and life agents subject to key compliance requirements in the event of a cybersecurity incident. In a timely follow-up session, David Souders addressed the coverage and pricing trends for data and privacy liability insurance.

In one of the featured panel sessions, “Innovations in Life Expectancies,” Lori Austin and Brian Lanzrath discussed new and innovative strategies to estimate life expectancies, including technology tools that will help professionals to arrive at more accurate projections – such as a new data-driven approach that relies on prescription and clinical history database searches. “Attendees were thrilled to have a major laboratory such as ExamOne discuss innovations in the space,” said Bayston.

Additional sessions discussed innovations in projecting Life Expectancies (LEs) and the impact of better LE data. A new study was also presented by Jiahua (Java) Xu, a Ph.D. candidate at the University of St. Gallen in Switzerland, who traced the patterns of LE estimates in both secondary and tertiary markets by major medical underwriters and provided important results from her findings.

The conference also included a “Regulator Panel” session that addressed a variety of issues potentially impacting the life settlement and life insurance businesses. The session included a discussion about proposed consumer disclosure regulations that would require life insurance companies to notify consumers of all of their options prior to lapsing or surrendering a policy. One of the panelists, Korey Harvey (Deputy Commissioner of the Office of Health, Life & Annuity at the Louisiana Department of Insurance), observed that “it would probably only be fair” if insurers were required to provide some sort of notification, just as life settlement companies are required to inform consumers of alternatives to selling a policy.

Attendees also learned about practical strategies for addressing life settlement tax issues, such as taxation of transactions where the insured is terminally or chronically ill, possible tax consequences of retained death benefit transactions and long-term care funds, and the use of alternative structures to minimize the impact of taxation for life settlements funds.

The event also featured the annual election of members of the LISA Board of Directors and officers of the LISA Board. Three members were elected to new three-year terms on the board: Alan Buerger; John Dallas; and John McFarland. The newly elected LISA officers are:

  • Jim Maxson, Chair
  • Sheri Townsend, Vice Chair
  • Vince Granieri, Treasurer
  • John McFarland, Secretary

Other board members continuing to serve terms to which they were previously elected include Dan Young, John Welcom and Cynthia Poveda.

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 settlement marketplace is poised for new growth opportunities as industry participants better leverage emerging technologies to facilitate the sale of seniors’ life insurance policies, according to speakers at this week’s 23rd Annual Spring Life Settlement Conference.

ORLANDO, Fla., May 17, 2017 (GLOBE NEWSWIRE) -- The life settlement marketplace is poised for new growth opportunities as industry participants better leverage emerging technologies to facilitate the sale of seniors’ life insurance policies, according to speakers at this week’s 23rd Annual Spring Life Settlement Conference.

The conference was hosted by the Life Insurance Settlement Association (LISA), the nation’s oldest and largest organization representing participants in the life settlement Industry, and took place May 14-16, 2017, at the Omni Austin Hotel in Austin, Texas.

“A series of experts who addressed attendees at this year’s Spring Conference illustrated that there are a number of exciting opportunities in the works to take the life settlement industry to the next level,” said Darwin M. Bayston, CFA, president and chief executive officer of LISA. “By leveraging new technologies and data systems, we will see faster transactions conducted and more efficient underwriting methodologies. That is good news for seniors who no longer need or can afford their life insurance policies.”

life settlement is the sale by the owner of a life insurance policy for an immediate cash payment. The buyer of the policy assumes all future premiums payments and receives the death benefit upon the passing of the insured. On average, consumers receive four to seven times more from a life settlement than what they would have received from surrendering it back to the insurance company.

The conference opened with a panel discussing the vulnerability and risks that come along with any data breach in the life settlement industry, a poignant session in light of the recent worldwide ransomware attack. Attendees discussed the importance of responding to the “new normal” of cybersecurity threats and developing a sound cybersecurity program. The Panel also outlined the requirements established by the New York’s Cybersecurity Regulation, which makes life settlement providers, life settlement brokers and life agents subject to key compliance requirements in the event of a cybersecurity incident. In a timely follow-up session, David Souders addressed the coverage and pricing trends for data and privacy liability insurance.

In one of the featured panel sessions, “Innovations in Life Expectancies,” Lori Austin and Brian Lanzrath discussed new and innovative strategies to estimate life expectancies, including technology tools that will help professionals to arrive at more accurate projections – such as a new data-driven approach that relies on prescription and clinical history database searches. “Attendees were thrilled to have a major laboratory such as ExamOne discuss innovations in the space,” said Bayston.

Additional sessions discussed innovations in projecting Life Expectancies (LEs) and the impact of better LE data. A new study was also presented by Jiahua (Java) Xu, a Ph.D. candidate at the University of St. Gallen in Switzerland, who traced the patterns of LE estimates in both secondary and tertiary markets by major medical underwriters and provided important results from her findings.

The conference also included a “Regulator Panel” session that addressed a variety of issues potentially impacting the life settlement and life insurance businesses. The session included a discussion about proposed consumer disclosure regulations that would require life insurance companies to notify consumers of all of their options prior to lapsing or surrendering a policy. One of the panelists, Korey Harvey (Deputy Commissioner of the Office of Health, Life & Annuity at the Louisiana Department of Insurance), observed that “it would probably only be fair” if insurers were required to provide some sort of notification, just as life settlement companies are required to inform consumers of alternatives to selling a policy.

Attendees also learned about practical strategies for addressing life settlement tax issues, such as taxation of transactions where the insured is terminally or chronically ill, possible tax consequences of retained death benefit transactions and long-term care funds, and the use of alternative structures to minimize the impact of taxation for life settlements funds.

The event also featured the annual election of members of the LISA Board of Directors and officers of the LISA Board. Three members were elected to new three-year terms on the board: Alan Buerger; John Dallas; and John McFarland. The newly elected LISA officers are:

  • Jim Maxson, Chair
  • Sheri Townsend, Vice Chair
  • Vince Granieri, Treasurer
  • John McFarland, Secretary

Other board members continuing to serve terms to which they were previously elected include Dan Young, John Welcom and Cynthia Poveda.

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