2nd life settlements & longevity summit
DESCRIPTION
IQPC’s 2nd Life Settlements & Longevity Summit has been specifically designed to help you – the investor – make sense of the opportunities and pitfalls of this exciting investment class. With more seniors turning to life settlement options and the need to diversify with an uncorrelated asset, 2009 has been a year of opportunity in these investments. However, following the life expectancy revision in 2008, many investors lost money on their portfolios and there remains widespread uncertainty regarding LEs currently in place. Whether you’re an experienced investor or new to the market and still evaluating the suitability of the asset class, this conference delivers invaluable insights from investors, fund managers, and industry experts, ensuring you make the best possible decisions for superior returns.TRANSCRIPT
1-800-882-8684 • www.lifesettlementsummit.com
• Get the global picture for investments in life settlements, with exclusive insightsregarding the Asian, Latin-American and Eastern European markets
• Overcome the pricing issues associated with life settlement portfolios bygaining a deeper understanding of the methodologies used by LE providers
• Discover what the securitization of life settlements means for new andexisting investors in the asset class
• Invest in confidence by gaining a comprehensive understanding of newregulatory developments, IRS rulings and litigation outcomes
Dr. Aubrey De Grey Chairman &
Founder MethuselahFoundation
"Radical postponementof age-related ill-health isa feasible medical goal."
Sponsors:
Dr. Jay Olshanksy Professor ofEpidemiology University of Illinoisat Chicago
“Nothing in gerontologycomes close to fulfilling the
promise of dramaticallyextended human lifespans.”
Mike KreidlerCommissionerWashington InsuranceCommission
Thomas HamptonCommissionerDC Insurance Department
Emmanuel ModuManaging Director and GlobalHead of Structured FinanceAM Best
Rene NunezChair, Investment CommitteeTexas Permanent School Fund
Ron SteijnGroup Vice President, Head ofAsset ManagementABB Pension Fund Switzerland
Hal Singer President Empiris
The most comprehensive life settlements-related content, enabling you to: • Pension & Endowment Fund Think Tank, delivering exclusive
educational content for institutional investors
• Insurance Commissioners’ Roundtable – benefit from thelatest regulatory insights from the commissioners of WashingtonState, Pennsylvania, DC and Maryland
• Interactive Roundtable Sessions on your most pressingissues, enabling you to brainstorm solutions with your peers
• New investor insights from pension funds, endowmentfunds and private equity firms, giving you a 360ºperspective on investment trends for life settlements
New for September 2009:
40+ industry-leading speakers, including these innovators and investors:Mike FasanoPresidentFasano & Associates
Matthew BrowndorfChief Investment OfficerBrowndorf PEM
VS
2nd
Life Settlements& Longevity Summit TM
Qualified Investors: Registerby June 19th for $599!
September 30 – October 1, 2009 New York City
Delivering Superior Returns through Smart Investments in LifeSettlements, Longevity Risk and Life Insurance Securitization
Medical Life Expectancy Debate! “The Future of Human Longevity”
“A uniquely valuable conference for investors seeking opportunities in this exciting asset class” - Isaac Efrat, Senior Managing Director, Aladdin Capital
Rene Nunez, Chair, Investment Committee, Texas Permanent School Fund
Ron Steijn, Group Vice President, Head ofAsset Management, ABB Pension Fund Switzerland
Matthew Browndorf, Chief InvestmentOfficer, Browndorf PEM
Joel Ario, Commissioner, Pennsylvania Insurance Department
Thomas Hampton, Commissioner, DC Insurance Department
Ralph Tyler, Commissioner, Maryland Insurance Department
Mike Kreidler, Commissioner,Washington Insurance Commission
Steven Bloom, Senior Portfolio Analyst, APG Investments
Heinz Kubli, Managing Partner, Fundabilis
Emmanuel Modu, Managing Director andGlobal Head of Structured Finance, AM Best
Antony Mott, Managing Director, StructuredInsurance Products, ICAP
Jonas Mårtenson, Founder & CEO, Ress Capital
Jose Garcia, CEO, Carlisle Fund Management
Andrew Terrell, CEO, Bristlecone Capital
Isaac Efrat, Senior Managing Director,Aladdin Capital
James Wang, Managing Director, Greater Asia Asset Management HK
Victor DeLaet, CEO, Focused Money Solutions
Franz-Philippe Pryzbyl, CEO, Berlin Atlantic Capital
Ed Lay, Chairman & CEO, Emeritus Capital
Kt Huang, Managing Director, Emeritus Capital
Brian Smith, CEO, Life Equity LLC
Michael Crane, Managing Director, Coventry
Dr Jay Olshanksy, Professor of Epidemiology,University of Illinois at Chicago
Dr Aubrey De Grey, Chairman & Founder, Methuselah Foundation
Dr Hal Singer, President, Empiris
Brian Tijan, Director, Life Finance Group,Credit Suisse
Caleb Pitters, Director, Credit Suisse
Robin Willi, Principal, BlueCrest Capital Management
Mike Fasano, President,Fasano & Associates
1-800-882-8684 www.lifesettlementsummit.com 2
An outstanding line-up ofinvestors, fund managersand industry experts:
Who Will Attend:
Dear Colleague,
Clearly, 2009 is a year of tremendous opportunity for investors in life settlements and longevity.More seniors are turning to the life settlement option than ever before, increasing the amount ofproduct on the market and creating a strong negotiating position for investors. At the same time,global stock volatility is intensifying the need to diversify with an uncorrelated asset. Lifesettlements, it seems, have never been such a great investment.It isn’t all roses, however. Following the life expectancy revision in 2008, many investors lost moneyon their portfolios and there remains widespread uncertainty regarding LEs currently in place. Canthe new LEs be trusted? Will they too be revised upwards in the next few years? What caninvestors do to guard against that extension risk? Furthermore, the environment for investing in lifesettlements grows increasingly more complicated with new tax rulings, regulatory changes and alack of nationwide consensus on the definition of “insurable interest”. The opportunities are real,but the complexity is real too.
Taking place in New York City from September 30th – October 1st, IQPC’s 2nd Life Settlements &Longevity Summit has been specifically designed to help you – the investor – make sense of theopportunities and pitfalls of this exciting investment class. Whether you’re an experienced investor– keen to maximize your existing investment – or new to the market and still evaluating thesuitability of the asset class, this conference delivers invaluable insights from investors, fundmanagers and industry experts, ensuring you make the best possible decisions for superior returns. • Confused about the regulatory environment for life settlements?Then don’t miss our Insurance Commissioners’ Roundtable, bringing together Mike Kreidler ofWashington State, Thomas Hampton of Washington DC, Joel Ario of Pennsylvania andRalph Tyler of Maryland, in an extended panel discussion on the development of regulatoryattitudes towards investments in the secondary market. See page 3 for further details.
• Want to know how institutional investors are evaluating the asset class?Don’t miss out on your chance to meet with Steven Bloom of APG, Ron Steijn of ABB PensionFund and Rene Nunez of Texas Permanent School Fund – among many others – in a closed-door Pension & Endowment Fund Think Tank that’s dedicated to the concerns of institutionalinvestors. See page 3 for further details.• Interested in a fresh perspective on the life expectancy discussion?IQPC is excited and honored to announce a special medical guest debate, featuring world-renowned gerontologist Dr. Aubrey de Grey in an explosive showdown with Dr. S. JayOlshansky, Professor of Epidemiology at the University of Illinois at Chicago, on the future ofhuman longevity and the prospects for radical lifespan enhancement. See page 4 for furtherdetails.
Just three highlights from an agenda that is literally jam-packed with exciting new speakers, paneldiscussions, and critical insights into the dynamics of the asset class.I look forward to meeting you in NYC this September!Kind regards,
Toby DonovanProgram DirectorFinance IQ, a division of IQPC
P.S. Don’t miss key
academic insights from
Dr. Hal Singer, one of the
leading economists in the
space – see page 3.
2nd
Life Settlements& Longevity SummitTM
■ 12% Pension Funds & Institutional Investors
■ 18% Hedge Funds
■ 15% Asset Management Firms & Other Buyside
■ 15% Banks
■ 15% Life Settlement Companies
■ 10% Law Firms
■ 10% LE Provers & Underwriters
■ 5% Other
“For investors interested in life settlements, there are exciting opportunitiesbut a number of pitfalls too that can catch the unwary. Attending IQPC’s Life
Settlements conference is a great way to make sense of this promising,uncorrelated, yet challenging asset class.”
- Christopher McGlashan, Special Counsel, Stroock & Stroock & Lavan, LLP
12:00 The Insurance Commissioners’ Roundtable:Surveying the Regulatory Landscape for LifeSettlementsThe regulatory environment for life settlements is confusing, complex, andrapidly evolving thanks to the change in administration and newlegislative scrutiny. What are the implications for investors, fund managersand life settlement providers? Do market participants need to changetheir business practices? How will regulation shape the marketplace goingforward? IQPC is honored to convene a panel discussion of insurancecommissioners from Pennsylvania, DC, Washington State, and Maryland,to debate the latest changes to life settlements regulation and answeryour burning questions. Specific focus points are set to include:
• Regulatory attitudes towards STOLI, and the emerging consensuson “insurable interest”
• An overview of changes to state and federal life settlement regulations,and their implications on existing and prospective investors
• Understanding how the new administration will regard theintersection between insurance and the capital markets in general,and life settlements in particular
Joel ArioCommissionerPennsylvania Insurance Department
Thomas HamptonCommissionerDC Insurance Department
Ralph TylerCommissionerMaryland Insurance Department
Mike KreidlerCommissionerWashington Insurance Department
1:00 Networking Lunch
2:00 Fund Managers’ Perspectives on the Future of theLife Settlements Space: Creating an Effective Vehicle to NavigateUncertain Investment Waters• Identifying the fund structures most likely to succeed in the currentlife settlements environment
• Issues relating to the fund manager’s choice of medical underwriter• Fund managers’ perspectives on the attitudes of institutionalinvestors to the asset class
• Innovative capital formation approaches and fund-raising strategies• Fund construction and tax liability• Successful trading strategies for life settlement portfolios
Jonas MårtensonFounder & CEORess Capital
Jose GarciaCEOCarlisle Fund Management
Andrew TerrellCEOBristlecone Capital
2:45 Expanding the Investor Base in Longevity-LinkedProducts• What is the involvement of hedge funds and "real money" playersin the longevity market?
• What is the attraction of longevity to a traditionally non-actuarial investor?• In what format do nontraditional life investors typically enter thelife space?
Brian Tijan, DirectorLife Finance GroupCredit Suisse
Caleb PittersDirectorCredit Suisse
7:45 Registration & Coffee
8:45 Welcome & Chairman’s Opening Remarks• New investment structures and the implications of recent tax law changes• Business as usual? The impact of new regulatory changes on thefuture health and vitality of the life settlements market
9:00 The Future of Investments in Life Settlements:Towards a Deeper Understanding of theDynamics of the Asset Class• Examining the relationship between global equities and investmentlevels in the life settlements space
• Exploring the possibility of a “correlation of mood”: Howinvestment decisions are made and why the uncertainty aroundequities is affecting the secondary market in life insurance
• The effect of the downturn on pension funds and the solvency of seniors:Understanding the implications of an “inverse liquidity correlation”
• Alternative investments and the flight from equities: Examining therole that life settlements can play in future asset allocation strategies
Matthew BrowndorfChief Investment OfficerBrowndorf PEM
Michael CraneManaging DirectorCoventry
Heinz KubliManaging PartnerFundabilis
Brian SmithCEOLife Equity LLC
9:45 Restoring Investor Confidence in Life Expectancies:Accuracy, Transparency, and the Future of MedicalUnderwriting• Gaining a deeper understanding of the methodologies used tocreate life expectancies
• Examining the 2008 VBT tables and other data upon which LEs are based• Addressing common underwriting concerns, including bias,morbidity and impairment issues
• Evaluating the allowance made by LE providers for continuingextensions in human longevity
• Enhancing the transparency of the underwriting process
Mike FasanoPresidentFasano & Associates
10:30 Networking Break in the Solutions Zone
11:15 An Economist’s Response to the ACLI: Using “Real Options Analysis” to Quantify theEconomic Impact of the ACLI’s Proposed Changesto Life Settlements Regulation• Understanding the ACLI’s proposal• The real options analysis framework• Valuing the individual option to resell one’s insurance• Valuing the option to resell before the holding period expires as aseries of European puts
• Valuing the option to resell after the holding period expires as anAmerican put
• The decline in the option value of a representative policy caused bya mandatory five-year holding period
• The decline in the option value summed across all eligible policiescaused by a mandatory five-year holding period
Hal SingerPresidentEmpiris
3 1-800-882-8684 www.lifesettlementsummit.com
Main Conference Day 1Wednesday, September 30, 2009
4 1-800-882-8684 www.lifesettlementsummit.com
3:30 The Global Investment Picture for Life Settlements& Life ILS: Emerging Trends from Asia, LatinAmerica and Eastern Europe• A survey of key investor issues and influences in Europe, Asia andLatin America
• Special Focus: Asia - A new and growing frontier for alternativeinvestments
• Examining new strategies for producing risk-managed yields forinstitutional investors
• The role of insurance linked securities in new applications to realizespecific investor goals
Ed LayChairman & CEOEmeritus Capital
Kt HuangManaging DirectorEmeritus Capital
Franz-Philippe PryzbylCEOBerlin Atlantic Capital
Wai-Keung TangManaging PartnerAlpha-Value
Evaluating the Investment Opportunities inLongevity-Based AssetsThe Pension & Endowment Fund Think Tank is an hour long discussionsession limited to 15 participants from pension and endowment funds.There are two levels of participation: you can be among a select groupof leaders who will bring to the forefront one topic of interest orchallenge you are facing right now. Or you can be a featuredparticipant and take advantage of an exclusive networking andlearning opportunity that is focused on your specific needs.Attendance is strictly limited to pension and endowment fundparticipants, and all discussions are off-line and off the record.
Participants Include:Rene NunezChair, Investment CommitteeTexas Permanent School Fund
Steven BloomSenior Portfolio AnalystAPG Investments
Ron SteijnGroup Vice President, Head of Asset ManagementABB Pension Fund Switzerland
Want to nominate yourself or a colleague? E-mail:[email protected]
4:15 Networking Break in the Solutions Zone
4:45 Interactive Roundtable Discussions – New!
After a jam-packed day of big picture keynotes, panel discussions, case studies, and presentations, the 2nd Life Settlements & Longevity Summitgives you the chance to meet and brainstorm with small groups of your peers during our interactive roundtable discussions. This is a greatopportunity to make valuable contacts from your area of interest, and to deep-dive into the tricky details that you may have missed in the course ofthe day’s sessions. Discussion topics at the conference include:
A. Reducing the Costs of Carry:Driving Investment Returns by Enhancing Efficiency within your Administrative, Tracking & Portfolio Servicing Activities
B. Understanding the Factors Involved in Portfolio Valuation:Should Investors have Confidence in the Prices of Life Settlement Pools?
C. Liquidity Solutions for Distressed Life Settlement Portfolios:Evaluating Options to Bridge Liquidity Gaps and Unlock Future Value
D. Pure Longevity vs. Life Settlement Pools:Comparing Synthetic Structures with Traditional Cash Investments in the Asset Class
E. Bespoke Medical Underwriting vs. Off-The-Shelf:Enhancing the Transparency of your Portfolio Valuations through a More Granular Analysis of Policies
F. Combating STOLI Without Violating Consumer Rights:Is there a Future in Premium Finance?
5:45 Cocktail Reception & End of Main Conference Day OneSponsored by
Pension & Endowment Think Tank – New!General Session
The following sessions will run concurrently
Main Conference Day 1...continued
“I was impressed by the quality of the attendees – we made important new contacts.”- Ward Bondurant, Partner, Morris Manning & Martin, LLP
7:45 Registration & Coffee
8:30 Chairman’s Opening Remarks
8:45 What Pension & Endowment Funds are Looking For inLife Settlements: Transparency, Institutionalization, andthe Future of the Asset Class• Evaluating the benefits of life settlements for pension funds seeking a non-stock market correlated asset class with low volatility levels
• Identifying the common obstacles to investments in life settlements bypension funds and other institutional investors
• Assessing the suitability of longevity-based investments for an LDI-stylestrategy
• Comparing life settlement investments with synthetic longevity products• Examining the progress made towards “institutionalizing” the asset class• Mapping out the timelines for full asset class maturity: When will lifesettlements come of age and what value will they deliver within a pensionfund allocation plan?
Antony MottManaging Director, Structured Insurance ProductsICAP
Rene NunezChair, Investment CommitteeTexas Permanent School Fund
Additional Pension Funds & Endowment Funds to be announced - check thewebsite at www.lifesettlementsummit.com for updates and announcements
9:30 Life Settlements & Taxation: Understanding What theNew Rulings Mean for your InvestmentsSpeaker to be announced – check the website atwww.lifesettlementsummit.com for updates and announcements
10:15 Networking Break in Solutions Zone
10:45 Examining the Role of Rating Agencies Within a LifeSettlement Securitization• Examining the methodology used in rating a life settlements securitization:
- Performing due diligence on policy origination- Creating boundaries for mortality degradations- Stress-testing life settlements based on policy size - Applying lags to the collection of death benefits, to better simulate actualcollection patterns
- Applying credit stress tests and default stress tests• What does the rating signify, and can it be trusted?
Emmanuel ModuManaging Director and Global Head of Structured FinanceAM Best
11:10 Securitization of a Life Settlements Pool: UncoveringNew Opportunities for New Kinds of Investors• Understanding what securitization means for the long term future of thelife settlements space
• A closer look at the AIG embedded value securitization and its implicationsfor the life settlements market
• Examining the investment characteristics of securitized life settlements:What new types of investors stand to benefit from these securities?
• Does securitization bring any dangers? Avoiding mistakes made in themortgage-backed securities space
Emmanuel ModuManaging Director and Global Head of Structured FinanceAM Best
Wai-Keung TangManaging PartnerAlpha-Value
Isaac EfratSenior Managing DirectorAladdin Capital
Michael CraneManaging DirectorCoventry
5 1-800-882-8684 www.lifesettlementsummit.com
Main Conference Day 2Thursday, October 1, 2009
11:50 Medical Life Expectancy Debate - The Future of Human LongevityIs Radical Human Lifespan Extension Within Our Grasp?
Dr. Aubrey De Grey Chairman & Founder
MethuselahFoundation
Dr. Jay Olshanksy Professor of Epidemiology University of Illinois atChicago
VS
1:00 Networking Lunch & End of Main Conference
YES
“Aging is the lifelong accumulation of bodily damage. Its immensecomplexity focuses gerontologists on modest medical goals: essentially,optimizing our natural anti-aging defenses. Skeptics like Jay neglect theburgeoning field of regenerative medicine, which promises repair of bodilydamage, and which could therefore postpone aging indefinitely. In fact,experts in all relevant strands of regenerative medicine now aim to treataging - despite what Jay says!
I thus estimate a 50% chance of radical life extension arriving in 25-30 years.Moreover, corresponding results in mice could occur within ten years, whichwill alter public expectations and force dramatic changes in policy.”
NO
Radical life extension is not going to happen (if it ever happens) in timeto influence any of the investment decisions made by those involved withlife settlements or insurance linked securities. Nothing in gerontologyeven comes close to fulfilling the promise of dramatically extendedhuman lifespans – despite what Aubrey says!
However, anyone interested in investing in life settlements shoulddevelop a sound understanding of the biological and demographicdynamics that drive mortality trends at older ages. Attending this debatewill deepen your understanding of the factors that affect longevity, andmay make you a smarter investor.
1-800-882-8684 www.lifesettlementsummit.com 6
Post Conference WorkshopsThursday, October 1, 2009
2:00 pm - 4:00 pm (Registration at 1:45 pm)
In spite of the significant opportunities in the life settlements space,investments in the asset class remain complicated and there are significantpitfalls for investors who don’t conduct the right due diligence, actuarial,and economic analyses before purchasing. If you’re evaluating themarketplace, but have yet to allocate capital, this extended workshop isfor you. You’ll walk away with practical strategies for safeguarding yourlife settlements portfolio and significantly enhancing the security of yourinvestment.What You Will Learn:• Understand the importance of achieving financial and legal protection foryour investment
• Utilize water-tight due diligence processes to ensure pristine policy
origination and eliminate the possibility of future contestability issues• Stochastically simulate portfolio performance to determine best andworst case scenarios
• Understand how to make use of both primary and secondary LE analysisHow You Will Benefit:• Achieve confidence in portfolio pricing by making a more thoroughanalysis
• Negotiate more effectively with third parties, and achieve more favorablepricing arrangements
• Reduce contestability issues by sourcing clean, uncompromised policies
Workshop Leader to be announced – check the website atwww.lifesettlementsummit.com for updates and announcements
“Immunizing” the Secondary Market Buyer: The 5 Things You MUST Do Before Buying a Life SettlementsPortfolio
A
4:00 pm – 6:00 pm (Registration at 3:45 pm)
The normal strategy for investing in the secondary market is to purchase aready-made portfolio of life settlements. While purchasing an existing poolof insurance policies may appear to be a quick way for fund managers toenter the market, there is also an alternative view: namely that the timeand energy needed to perform the proper due diligence on an existingportfolio of policies is better allocated to building a new portfolio fromscratch. What You Will Learn:• Weigh up due diligence activity on an existing life settlements portfoliowith the time needed to create a customized portfolio: Where is yourtime better spent?
• Define the parameters of your portfolio: Align risk, price and volatility
factors with your overall investment strategy• Select between LE market segments: 2-4 year LEs vs. 12 years+• Examining the mechanics of life settlement aggregation: Painlessstrategies for producing a transparent, optimized portfolio
How You Will Benefit:• Invest in life settlements without due diligence headaches• Determine the characteristics of your portfolio in advance• Design a life settlements portfolio that better suits your overallinvestment strategy
Workshop Leader to be announced – check the website atwww.lifesettlementsummit.com for updates and announcements
Custom-Building a Life Settlements Portfolio: Leveraging the Latest Policy Aggregation Techniques toConstruct a Bespoke Portfolio with Pre-Determined Size, Risk, and Performance Attributes
B
"Investors are attracted to life settlements because insurance is seen as a
noncorrelated alternative asset. Life settlements provide noncorrelated
diversification because insurance policies are independent of the factors
contributing to economic downturns, such as interest rate fluctuations
and increasing fuel cost. As a result, life settlements are one way to
reduce a portfolio's exposure to sudden downturns in the stock and
bond markets," – Conning Research & Consulting
“Experts predict explosive growth in life settlements over the next
decade as a result of increasing amounts of institutional capital being
pumped into the system as well as a growing demographic of elderly,
well-off individuals to ensure a generous supply of life insurance
policies.” – Nuwire Investor Magazine
1-800-882-8684 www.lifesettlementsummit.com 7
About Our Sponsors
CoventryFor over 25 years, Coventry has been redefining insurance. Founded in 1982, Coventry began as an insurancemarketing, product development and policy administration firm. Known as a leading innovator in the industry, Coventryassisted insurance carriers in the development of product, software and distribution. It established itself as one of thetop corporate life insurance companies in America during the 1990s, servicing over 70,000 policies for its corporateclients. In 1998, Coventry created the secondary market for life insurance in the United States and coined the term “lifesettlement”. As the market leader, Coventry has structured and financed transactions representing more than $25billion of death benefit and has been a key driver behind the market’s rapid growth. Today, Coventry is the largestpurchaser and servicer in the longevity and mortality market, employing more than 200 people. Based in Pennsylvania,Coventry was the first secondary market firm to earn Standard and Poor’s highest servicer ranking (2004 and reaffirmedin 2006). In 2005, Coventry was first in revenue in the insurance category of the annual Inc. 500 listing of the fastestgrowing private companies in America. Website: www.coventry.com
Life EquityAt LIFE EQUITY, our pricing philosophy is governed by the standard that two policies with the same criteria will receivethe same offer. We believe this approach results in consistent and higher payments to owners of life insurance policieswho wish to integrate a life settlement into their financial planning. Our funding comes from top-rated financialinstitutions and not from private investors. LIFE EQUITY makes direct contact with policy owners or their intermediariesregarding offers made. This practice assures a more efficient and expeditious process. Website: www.lifeequity.net
Credit SuisseAs one of the world’s leading banks, Credit Suisse provides its clients with investment banking, private banking andasset management services worldwide. Credit Suisse offers advisory services, comprehensive solutions and innovativeproducts to companies, institutional clients and high-net-worth private clients globally, as well as retail clients inSwitzerland. Credit Suisse is active in over 50 countries and employs approximately 48,000 people. Credit Suisse’sparent company, Credit Suisse Group, is a leading global financial services company headquartered in Zurich. CreditSuisse Group’s registered shares (CSGN) are listed in Switzerland and, in the form of American Depository Shares (CS),in New York. The Life Finance Group at Credit Suisse is a dedicated group of over 90 professionals with backgrounds invarious industries which include insurance, banking, structuring, sales and risk management based in New York,London and Hong Kong. Website: www.credit-suisse.com
FasanoFasano Associates is a leading underwriting firm, serving the life, annuity and life settlement markets, with particularexpertise in over-65 and impaired life mortality. Fasano’s estimates of life expectancy are considered the most accuratein life settlement market, with an Actual to Expected accuracy ratio of 96% estimated in two successive independentactuarial evaluations. Contact Fasano at www.fasanoassociates.com. Website: www.fasanoassociates.com
Sponsorship And Exhibition OpportunitiesSponsorships and exhibits are excellent opportunities for your company to showcase its products and services to high-level, targeted decision-makersattending the 2nd Life Settlements & Longevity Summit. IQPC and Finance IQ help companies like yours achieve important sales, marketing andbranding objectives by setting aside a limited number of event sponsorships and exhibit spaces – all of which are tailored to assist your organization increating a platform to maximize its exposure at the event.
For more information on sponsoring or exhibiting at the Life Settlements & Longevity Summit, please contact Mario Matulich at (212) 885-2719 [email protected].
About the OrganizerFinance IQ, the financial division of IQPC, produces the world’s most cutting-edge and strategic financialconferences across the US, Europe, Asia and the Middle East every year, educating almost 5,000 high-levelexecutives annually. Our comprehensive events provide an unbiased, specialized forum where you candiscuss the issues most important to you and network with industry leaders.
Qualified Investors: Registerby June 19th for $599!
1-800-882-8684 • www.lifesettlementsummit.com
Sponsors:
Registration Information
Please note multiple discounts cannot be combined.A $99 processing charge will be assessed to all registrations notaccompanied by credit card payment at the time of registration.MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: IQPC* CT residents or people employed in the state of CT must add 6% salestax.TEAM DISCOUNTSFor information on team discounts, please contact IQPC Customer Serviceat 1-800-882-8684. Only one discount may be applied per registrant.Special Discounts Available: A limited number of discounts are availablefor the non-profit sector, government organizations and academia. Formore information, please contact customer service at 1-800-882-8684.
Details for making payment via EFT or wire transfer:JPMorgan Chase - Penton Learning Systems LLC dba IQPC: 957-097239ABA/Routing #: 021000021Reference: Please include the name of the attendee(s) and the event number: 17092.002Payment Policy: Payment is due in full at the time of registration and includes lunches, refreshment and detailedconference materials. Your registration will not be confirmed until payment is received and may be subject to cancellation.For IQPC’s Cancellation, Postponement and Substitution Policy, please visit www.iqpc.com/cancellationVenue is to be announced. Please check the website for updates and announcements.Special Dietary Needs: If you have a dietary restriction, please contact Customer Service at 1-800-882-8684 todiscuss your specific needs.©2009 IQPC. All Rights Reserved. The format, design, content and arrangement of this brochure constitute atrademark of IQPC. Unauthorized reproduction will be actionable under the Lanham Act and common law principles.
Please see the website at www.lifesettlementsummit.com for an explanation of Hedge Funds, Pension Funds, Endowment Funds & Asset Managers and All Others.
Qualified Investors (Pension Funds, Endowment Funds, Hedge Funds and Asset Management Firms)
June 19, 2009 July 3, 2009 July 17, 2009 July 31, 2009 August 28, 2009 Standard Price
Conference Only (Save $900) (Save $800) (Save $600) (Save $400) (Save $200)$599 $699 $899 $1,099 $1,299 $1,499
All-Access Pass (Save $1,198) (Save $1,098) (Save $898) (Save $698) (Save $498) (Save $298)(Main Conference $1,399 $1,499 $1,699 $1,899 $2,099 $2,299 + 2 Workshops)
Workshop(s) $549 each $549 each $549 each $549 each $549 each $549 each
All Others (banks, life settlement providers, law firms, consultants, LE providers, medical underwriters, life settlement exchanges, softwareproviders, rating agencies, and all other companies)
July 31, 2009 August 28, 2009 Standard Price
Conference Only (save $600) (save $300)$1,899 $2,199 $2,499
All-Access Pass (Save $998) (Save $698) (Save $398)(Main Conference + 2 Workshops) $2,599 $2,899 $3,199
Workshop(s) $549 each $549 each $549 each
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Call: 1-800-882-8684 or 1-646-378-6026
Email: [email protected]
Fax: 1-646-378-6025
Mail: IQPC535 5th Avenue, 8th Floor, New York, NY 10017
2nd
Life Settlements& Longevity SummitTM
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