2018


152934-LISA-Fall-Conf-V3

24th Annual Fall Life Settlement Conference

   

Conference Agenda & Bios: Click Here
Attendees Conference Presentation Materials :
https://event.crowdcompass.com/lisa24thfall
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)


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 settlement industry is expected to benefit from favorable demographic trends and technology innovations that will make it easier for consumers to sell their life insurance policies, according to featured speakers today at The Life Insurance Settlement Association (LISA)’s Eighth Annual Life Settlement Institutional Investor Conference.

The event, which is the leading professional gathering of institutional investors in the life settlement asset class, was held at The Ritz-Carlton Battery Park in New York City.

“Life settlements are a core part of financial planning strategies today because they provide tremendous value for appropriate consumers,” said Colin Devine, a veteran of the life insurance industry and consultant to both the insurance and investment management sectors. “Given our demographic trends, this business is only going to get better in the years ahead.”

In his opening keynote address, Devine observed that medical costs are a leading cause of personal bankruptcies, forcing seniors to evaluate all possible assets that may provide them with liquidity to deal with rising health care bills. “Life settlements are a very legitimate way to provide value to consumers who are struggling with older age health care costs,” said Devine.

Devine also set the stage for additional discussion throughout the day regarding significant technological innovations underway in the industry that have the potential to fundamentally change the way life settlement transactions are consummated. He pointed out that “InsurTech” is both a disruptor and an enabler in the life settlement space because it allows underwriters to arrive at a decision on the value of a policy much faster, so consumers who wish to sell their life insurance policy may soon be able to do so in a matter of weeks, not months.

This topic was further explored by S. Jay Olshansky, Ph.D., professor in the School of Public Health at the University of Illinois at Chicago, and chief scientist at Lapetus Solutions. Dr. Olshansky addressed some of the most recent innovations in predictive algorithms for estimating life expectancy and the quest for improved underwriting throughout the industry.

“The life settlement process simply takes too much time, primarily because of a very slow underwriting process historically used in the industry,” said Dr. Olshansky. “The good news is that the future of underwriting is here, or at least is very close. We’re now able to use wearable sensors to monitor vital statistics, access blood information without a needle and blood draw, evaluate bio markers and even do automated assessments of an individual’s profile photograph — these innovations allow us to obtain a much faster life expectancy and therefore a more efficient and more accurate baseline for underwriting.”

Another presentation was delivered by Anthony Tempesta, principal at Ernst & Young LLP, who focused on how “InsurTech” is changing the traditional model of life insurance. Tempesta described a wide range of disruptive technologies — including Artificial Intelligence and the use of Big Data analytics — that are increasing life insurance underwriting and policy valuation accuracy.

Other conference sessions included:

*           “Building a Portfolio: Evaluating COI Risk”: An analysis of trends and patterns that indicate the likelihood of Cost of Insurance (COI) increases by insurance carriers, and the relationship to longevity risk from an investor’s perspective. The panelists were Mark Venn, managing director and chief executive officer of ClearLife, Ltd., and Matthew Sheridan, consultant to QuantRes.

*           “The Supply Side”: A review of the current supply-side market conditions and look into the future of the secondary, tertiary and direct-to-consumer markets. The moderator was Cynthia Poveda, past chair of LISA, and panelists were Jeffrey Bollerman, managing director of Houlihan Lokey, and Jay Jackson, vice president of Abacus Life Services.

*           “Federal Tax Provision Changes”: A session discussing the effects of recent changes to the U.S. federal tax law, including an update on the details pertaining to IRS reporting requirements and other specific tax issues. The panelists were James W. Maxson, partner at Edwards Maxson Mago & Macaulay LLP, and Thomas Weinberger, partner at Schulte Roth & Zabel.

*           “Investment Performance”: A panel discussion regarding various issues impacting the establishment of a set of performance standards for life settlement investments. Moderated by Darwin M. Bayston, CFA, president and chief executive officer of LISA, the panelists included Bill Corry, owner of Corry Capitol Advisors, and Dan Young, senior managing director of Vida Capital Inc.

“We had a record attendance at this year’s Life Settlement Institutional Investor Conference, which has become the most significant annual event of its kind that brings together professionals from pension funds, hedge funds, family offices, foundations and endowments for updates on the latest developments regarding the life settlement asset class,” said Bayston.

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

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

Missed the 8th Annual Life Settlement Institutional Investor Conference? No Problem! 
Purchase the Presentations On Demand!
(Please note that some presentations may not be included in the recordings)

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Conference News

The life settlement industry is expected to benefit from favorable demographic trends and technology innovations that will make it easier for consumers to sell their life insurance policies, according to featured speakers today at The Life Insurance Settlement Association (LISA)’s Eighth Annual Life Settlement Institutional Investor Conference.

The event, which is the leading professional gathering of institutional investors in the life settlement asset class, was held at The Ritz-Carlton Battery Park in New York City.

“Life settlements are a core part of financial planning strategies today because they provide tremendous value for appropriate consumers,” said Colin Devine, a veteran of the life insurance industry and consultant to both the insurance and investment management sectors. “Given our demographic trends, this business is only going to get better in the years ahead.”

In his opening keynote address, Devine observed that medical costs are a leading cause of personal bankruptcies, forcing seniors to evaluate all possible assets that may provide them with liquidity to deal with rising health care bills. “Life settlements are a very legitimate way to provide value to consumers who are struggling with older age health care costs,” said Devine.

Devine also set the stage for additional discussion throughout the day regarding significant technological innovations underway in the industry that have the potential to fundamentally change the way life settlement transactions are consummated. He pointed out that “InsurTech” is both a disruptor and an enabler in the life settlement space because it allows underwriters to arrive at a decision on the value of a policy much faster, so consumers who wish to sell their life insurance policy may soon be able to do so in a matter of weeks, not months.

This topic was further explored by S. Jay Olshansky, Ph.D., professor in the School of Public Health at the University of Illinois at Chicago, and chief scientist at Lapetus Solutions. Dr. Olshansky addressed some of the most recent innovations in predictive algorithms for estimating life expectancy and the quest for improved underwriting throughout the industry.

“The life settlement process simply takes too much time, primarily because of a very slow underwriting process historically used in the industry,” said Dr. Olshansky. “The good news is that the future of underwriting is here, or at least is very close. We’re now able to use wearable sensors to monitor vital statistics, access blood information without a needle and blood draw, evaluate bio markers and even do automated assessments of an individual’s profile photograph — these innovations allow us to obtain a much faster life expectancy and therefore a more efficient and more accurate baseline for underwriting.”

Another presentation was delivered by Anthony Tempesta, principal at Ernst & Young LLP, who focused on how “InsurTech” is changing the traditional model of life insurance. Tempesta described a wide range of disruptive technologies — including Artificial Intelligence and the use of Big Data analytics — that are increasing life insurance underwriting and policy valuation accuracy.

Other conference sessions included:

*           “Building a Portfolio: Evaluating COI Risk”: An analysis of trends and patterns that indicate the likelihood of Cost of Insurance (COI) increases by insurance carriers, and the relationship to longevity risk from an investor’s perspective. The panelists were Mark Venn, managing director and chief executive officer of ClearLife, Ltd., and Matthew Sheridan, consultant to QuantRes.

*           “The Supply Side”: A review of the current supply-side market conditions and look into the future of the secondary, tertiary and direct-to-consumer markets. The moderator was Cynthia Poveda, past chair of LISA, and panelists were Jeffrey Bollerman, managing director of Houlihan Lokey, and Jay Jackson, vice president of Abacus Life Services.

*           “Federal Tax Provision Changes”: A session discussing the effects of recent changes to the U.S. federal tax law, including an update on the details pertaining to IRS reporting requirements and other specific tax issues. The panelists were James W. Maxson, partner at Edwards Maxson Mago & Macaulay LLP, and Thomas Weinberger, partner at Schulte Roth & Zabel.

*           “Investment Performance”: A panel discussion regarding various issues impacting the establishment of a set of performance standards for life settlement investments. Moderated by Darwin M. Bayston, CFA, president and chief executive officer of LISA, the panelists included Bill Corry, owner of Corry Capitol Advisors, and Dan Young, senior managing director of Vida Capital Inc.

“We had a record attendance at this year’s Life Settlement Institutional Investor Conference, which has become the most significant annual event of its kind that brings together professionals from pension funds, hedge funds, family offices, foundations and endowments for updates on the latest developments regarding the life settlement asset class,” said Bayston.

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

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! 
Purchase the Presentations On Demand!

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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 settlement industry is expected to benefit from favorable demographic trends and technology innovations that will make it easier for consumers to sell their life insurance policies, according to featured speakers today at The Life Insurance Settlement Association (LISA)’s Eighth Annual Life Settlement Institutional Investor Conference.

The event, which is the leading professional gathering of institutional investors in the life settlement asset class, was held at The Ritz-Carlton Battery Park in New York City.

“Life settlements are a core part of financial planning strategies today because they provide tremendous value for appropriate consumers,” said Colin Devine, a veteran of the life insurance industry and consultant to both the insurance and investment management sectors. “Given our demographic trends, this business is only going to get better in the years ahead.”

In his opening keynote address, Devine observed that medical costs are a leading cause of personal bankruptcies, forcing seniors to evaluate all possible assets that may provide them with liquidity to deal with rising health care bills. “Life settlements are a very legitimate way to provide value to consumers who are struggling with older age health care costs,” said Devine.

Devine also set the stage for additional discussion throughout the day regarding significant technological innovations underway in the industry that have the potential to fundamentally change the way life settlement transactions are consummated. He pointed out that “InsurTech” is both a disruptor and an enabler in the life settlement space because it allows underwriters to arrive at a decision on the value of a policy much faster, so consumers who wish to sell their life insurance policy may soon be able to do so in a matter of weeks, not months.

This topic was further explored by S. Jay Olshansky, Ph.D., professor in the School of Public Health at the University of Illinois at Chicago, and chief scientist at Lapetus Solutions. Dr. Olshansky addressed some of the most recent innovations in predictive algorithms for estimating life expectancy and the quest for improved underwriting throughout the industry.

“The life settlement process simply takes too much time, primarily because of a very slow underwriting process historically used in the industry,” said Dr. Olshansky. “The good news is that the future of underwriting is here, or at least is very close. We’re now able to use wearable sensors to monitor vital statistics, access blood information without a needle and blood draw, evaluate bio markers and even do automated assessments of an individual’s profile photograph — these innovations allow us to obtain a much faster life expectancy and therefore a more efficient and more accurate baseline for underwriting.”

Another presentation was delivered by Anthony Tempesta, principal at Ernst & Young LLP, who focused on how “InsurTech” is changing the traditional model of life insurance. Tempesta described a wide range of disruptive technologies — including Artificial Intelligence and the use of Big Data analytics — that are increasing life insurance underwriting and policy valuation accuracy.

Other conference sessions included:

*           “Building a Portfolio: Evaluating COI Risk”: An analysis of trends and patterns that indicate the likelihood of Cost of Insurance (COI) increases by insurance carriers, and the relationship to longevity risk from an investor’s perspective. The panelists were Mark Venn, managing director and chief executive officer of ClearLife, Ltd., and Matthew Sheridan, consultant to QuantRes.

*           “The Supply Side”: A review of the current supply-side market conditions and look into the future of the secondary, tertiary and direct-to-consumer markets. The moderator was Cynthia Poveda, past chair of LISA, and panelists were Jeffrey Bollerman, managing director of Houlihan Lokey, and Jay Jackson, vice president of Abacus Life Services.

*           “Federal Tax Provision Changes”: A session discussing the effects of recent changes to the U.S. federal tax law, including an update on the details pertaining to IRS reporting requirements and other specific tax issues. The panelists were James W. Maxson, partner at Edwards Maxson Mago & Macaulay LLP, and Thomas Weinberger, partner at Schulte Roth & Zabel.

*           “Investment Performance”: A panel discussion regarding various issues impacting the establishment of a set of performance standards for life settlement investments. Moderated by Darwin M. Bayston, CFA, president and chief executive officer of LISA, the panelists included Bill Corry, owner of Corry Capitol Advisors, and Dan Young, senior managing director of Vida Capital Inc.

“We had a record attendance at this year’s Life Settlement Institutional Investor Conference, which has become the most significant annual event of its kind that brings together professionals from pension funds, hedge funds, family offices, foundations and endowments for updates on the latest developments regarding the life settlement asset class,” said Bayston.

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

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

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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! 
Purchase the Presentations On Demand!

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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 settlement industry is expected to benefit from favorable demographic trends and technology innovations that will make it easier for consumers to sell their life insurance policies, according to featured speakers today at The Life Insurance Settlement Association (LISA)’s Eighth Annual Life Settlement Institutional Investor Conference.

The event, which is the leading professional gathering of institutional investors in the life settlement asset class, was held at The Ritz-Carlton Battery Park in New York City.

“Life settlements are a core part of financial planning strategies today because they provide tremendous value for appropriate consumers,” said Colin Devine, a veteran of the life insurance industry and consultant to both the insurance and investment management sectors. “Given our demographic trends, this business is only going to get better in the years ahead.”

In his opening keynote address, Devine observed that medical costs are a leading cause of personal bankruptcies, forcing seniors to evaluate all possible assets that may provide them with liquidity to deal with rising health care bills. “Life settlements are a very legitimate way to provide value to consumers who are struggling with older age health care costs,” said Devine.

Devine also set the stage for additional discussion throughout the day regarding significant technological innovations underway in the industry that have the potential to fundamentally change the way life settlement transactions are consummated. He pointed out that “InsurTech” is both a disruptor and an enabler in the life settlement space because it allows underwriters to arrive at a decision on the value of a policy much faster, so consumers who wish to sell their life insurance policy may soon be able to do so in a matter of weeks, not months.

This topic was further explored by S. Jay Olshansky, Ph.D., professor in the School of Public Health at the University of Illinois at Chicago, and chief scientist at Lapetus Solutions. Dr. Olshansky addressed some of the most recent innovations in predictive algorithms for estimating life expectancy and the quest for improved underwriting throughout the industry.

“The life settlement process simply takes too much time, primarily because of a very slow underwriting process historically used in the industry,” said Dr. Olshansky. “The good news is that the future of underwriting is here, or at least is very close. We’re now able to use wearable sensors to monitor vital statistics, access blood information without a needle and blood draw, evaluate bio markers and even do automated assessments of an individual’s profile photograph — these innovations allow us to obtain a much faster life expectancy and therefore a more efficient and more accurate baseline for underwriting.”

Another presentation was delivered by Anthony Tempesta, principal at Ernst & Young LLP, who focused on how “InsurTech” is changing the traditional model of life insurance. Tempesta described a wide range of disruptive technologies — including Artificial Intelligence and the use of Big Data analytics — that are increasing life insurance underwriting and policy valuation accuracy.

Other conference sessions included:

*           “Building a Portfolio: Evaluating COI Risk”: An analysis of trends and patterns that indicate the likelihood of Cost of Insurance (COI) increases by insurance carriers, and the relationship to longevity risk from an investor’s perspective. The panelists were Mark Venn, managing director and chief executive officer of ClearLife, Ltd., and Matthew Sheridan, consultant to QuantRes.

*           “The Supply Side”: A review of the current supply-side market conditions and look into the future of the secondary, tertiary and direct-to-consumer markets. The moderator was Cynthia Poveda, past chair of LISA, and panelists were Jeffrey Bollerman, managing director of Houlihan Lokey, and Jay Jackson, vice president of Abacus Life Services.

*           “Federal Tax Provision Changes”: A session discussing the effects of recent changes to the U.S. federal tax law, including an update on the details pertaining to IRS reporting requirements and other specific tax issues. The panelists were James W. Maxson, partner at Edwards Maxson Mago & Macaulay LLP, and Thomas Weinberger, partner at Schulte Roth & Zabel.

*           “Investment Performance”: A panel discussion regarding various issues impacting the establishment of a set of performance standards for life settlement investments. Moderated by Darwin M. Bayston, CFA, president and chief executive officer of LISA, the panelists included Bill Corry, owner of Corry Capitol Advisors, and Dan Young, senior managing director of Vida Capital Inc.

“We had a record attendance at this year’s Life Settlement Institutional Investor Conference, which has become the most significant annual event of its kind that brings together professionals from pension funds, hedge funds, family offices, foundations and endowments for updates on the latest developments regarding the life settlement asset class,” said Bayston.

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 industry is expected to benefit from favorable demographic trends and technology innovations that will make it easier for consumers to sell their life insurance policies, according to featured speakers today at The Life Insurance Settlement Association (LISA)’s Eighth Annual Life Settlement Institutional Investor Conference.

The event, which is the leading professional gathering of institutional investors in the life settlement asset class, was held at The Ritz-Carlton Battery Park in New York City.

“Life settlements are a core part of financial planning strategies today because they provide tremendous value for appropriate consumers,” said Colin Devine, a veteran of the life insurance industry and consultant to both the insurance and investment management sectors. “Given our demographic trends, this business is only going to get better in the years ahead.”

In his opening keynote address, Devine observed that medical costs are a leading cause of personal bankruptcies, forcing seniors to evaluate all possible assets that may provide them with liquidity to deal with rising health care bills. “Life settlements are a very legitimate way to provide value to consumers who are struggling with older age health care costs,” said Devine.

Devine also set the stage for additional discussion throughout the day regarding significant technological innovations underway in the industry that have the potential to fundamentally change the way life settlement transactions are consummated. He pointed out that “InsurTech” is both a disruptor and an enabler in the life settlement space because it allows underwriters to arrive at a decision on the value of a policy much faster, so consumers who wish to sell their life insurance policy may soon be able to do so in a matter of weeks, not months.

This topic was further explored by S. Jay Olshansky, Ph.D., professor in the School of Public Health at the University of Illinois at Chicago, and chief scientist at Lapetus Solutions. Dr. Olshansky addressed some of the most recent innovations in predictive algorithms for estimating life expectancy and the quest for improved underwriting throughout the industry.

“The life settlement process simply takes too much time, primarily because of a very slow underwriting process historically used in the industry,” said Dr. Olshansky. “The good news is that the future of underwriting is here, or at least is very close. We’re now able to use wearable sensors to monitor vital statistics, access blood information without a needle and blood draw, evaluate bio markers and even do automated assessments of an individual’s profile photograph — these innovations allow us to obtain a much faster life expectancy and therefore a more efficient and more accurate baseline for underwriting.”

Another presentation was delivered by Anthony Tempesta, principal at Ernst & Young LLP, who focused on how “InsurTech” is changing the traditional model of life insurance. Tempesta described a wide range of disruptive technologies — including Artificial Intelligence and the use of Big Data analytics — that are increasing life insurance underwriting and policy valuation accuracy.

Other conference sessions included:

*           “Building a Portfolio: Evaluating COI Risk”: An analysis of trends and patterns that indicate the likelihood of Cost of Insurance (COI) increases by insurance carriers, and the relationship to longevity risk from an investor’s perspective. The panelists were Mark Venn, managing director and chief executive officer of ClearLife, Ltd., and Matthew Sheridan, consultant to QuantRes.

*           “The Supply Side”: A review of the current supply-side market conditions and look into the future of the secondary, tertiary and direct-to-consumer markets. The moderator was Cynthia Poveda, past chair of LISA, and panelists were Jeffrey Bollerman, managing director of Houlihan Lokey, and Jay Jackson, vice president of Abacus Life Services.

*           “Federal Tax Provision Changes”: A session discussing the effects of recent changes to the U.S. federal tax law, including an update on the details pertaining to IRS reporting requirements and other specific tax issues. The panelists were James W. Maxson, partner at Edwards Maxson Mago & Macaulay LLP, and Thomas Weinberger, partner at Schulte Roth & Zabel.

*           “Investment Performance”: A panel discussion regarding various issues impacting the establishment of a set of performance standards for life settlement investments. Moderated by Darwin M. Bayston, CFA, president and chief executive officer of LISA, the panelists included Bill Corry, owner of Corry Capitol Advisors, and Dan Young, senior managing director of Vida Capital Inc.

“We had a record attendance at this year’s Life Settlement Institutional Investor Conference, which has become the most significant annual event of its kind that brings together professionals from pension funds, hedge funds, family offices, foundations and endowments for updates on the latest developments regarding the life settlement asset class,” said Bayston.

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 industry is expected to benefit from favorable demographic trends and technology innovations that will make it easier for consumers to sell their life insurance policies, according to featured speakers today at The Life Insurance Settlement Association (LISA)’s Eighth Annual Life Settlement Institutional Investor Conference.

The event, which is the leading professional gathering of institutional investors in the life settlement asset class, was held at The Ritz-Carlton Battery Park in New York City.

“Life settlements are a core part of financial planning strategies today because they provide tremendous value for appropriate consumers,” said Colin Devine, a veteran of the life insurance industry and consultant to both the insurance and investment management sectors. “Given our demographic trends, this business is only going to get better in the years ahead.”

In his opening keynote address, Devine observed that medical costs are a leading cause of personal bankruptcies, forcing seniors to evaluate all possible assets that may provide them with liquidity to deal with rising health care bills. “Life settlements are a very legitimate way to provide value to consumers who are struggling with older age health care costs,” said Devine.

Devine also set the stage for additional discussion throughout the day regarding significant technological innovations underway in the industry that have the potential to fundamentally change the way life settlement transactions are consummated. He pointed out that “InsurTech” is both a disruptor and an enabler in the life settlement space because it allows underwriters to arrive at a decision on the value of a policy much faster, so consumers who wish to sell their life insurance policy may soon be able to do so in a matter of weeks, not months.

This topic was further explored by S. Jay Olshansky, Ph.D., professor in the School of Public Health at the University of Illinois at Chicago, and chief scientist at Lapetus Solutions. Dr. Olshansky addressed some of the most recent innovations in predictive algorithms for estimating life expectancy and the quest for improved underwriting throughout the industry.

“The life settlement process simply takes too much time, primarily because of a very slow underwriting process historically used in the industry,” said Dr. Olshansky. “The good news is that the future of underwriting is here, or at least is very close. We’re now able to use wearable sensors to monitor vital statistics, access blood information without a needle and blood draw, evaluate bio markers and even do automated assessments of an individual’s profile photograph — these innovations allow us to obtain a much faster life expectancy and therefore a more efficient and more accurate baseline for underwriting.”

Another presentation was delivered by Anthony Tempesta, principal at Ernst & Young LLP, who focused on how “InsurTech” is changing the traditional model of life insurance. Tempesta described a wide range of disruptive technologies — including Artificial Intelligence and the use of Big Data analytics — that are increasing life insurance underwriting and policy valuation accuracy.

Other conference sessions included:

*           “Building a Portfolio: Evaluating COI Risk”: An analysis of trends and patterns that indicate the likelihood of Cost of Insurance (COI) increases by insurance carriers, and the relationship to longevity risk from an investor’s perspective. The panelists were Mark Venn, managing director and chief executive officer of ClearLife, Ltd., and Matthew Sheridan, consultant to QuantRes.

*           “The Supply Side”: A review of the current supply-side market conditions and look into the future of the secondary, tertiary and direct-to-consumer markets. The moderator was Cynthia Poveda, past chair of LISA, and panelists were Jeffrey Bollerman, managing director of Houlihan Lokey, and Jay Jackson, vice president of Abacus Life Services.

*           “Federal Tax Provision Changes”: A session discussing the effects of recent changes to the U.S. federal tax law, including an update on the details pertaining to IRS reporting requirements and other specific tax issues. The panelists were James W. Maxson, partner at Edwards Maxson Mago & Macaulay LLP, and Thomas Weinberger, partner at Schulte Roth & Zabel.

*           “Investment Performance”: A panel discussion regarding various issues impacting the establishment of a set of performance standards for life settlement investments. Moderated by Darwin M. Bayston, CFA, president and chief executive officer of LISA, the panelists included Bill Corry, owner of Corry Capitol Advisors, and Dan Young, senior managing director of Vida Capital Inc.

“We had a record attendance at this year’s Life Settlement Institutional Investor Conference, which has become the most significant annual event of its kind that brings together professionals from pension funds, hedge funds, family offices, foundations and endowments for updates on the latest developments regarding the life settlement asset class,” said Bayston.

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 industry is expected to benefit from favorable demographic trends and technology innovations that will make it easier for consumers to sell their life insurance policies, according to featured speakers today at The Life Insurance Settlement Association (LISA)’s Eighth Annual Life Settlement Institutional Investor Conference.

The event, which is the leading professional gathering of institutional investors in the life settlement asset class, was held at The Ritz-Carlton Battery Park in New York City.

“Life settlements are a core part of financial planning strategies today because they provide tremendous value for appropriate consumers,” said Colin Devine, a veteran of the life insurance industry and consultant to both the insurance and investment management sectors. “Given our demographic trends, this business is only going to get better in the years ahead.”

In his opening keynote address, Devine observed that medical costs are a leading cause of personal bankruptcies, forcing seniors to evaluate all possible assets that may provide them with liquidity to deal with rising health care bills. “Life settlements are a very legitimate way to provide value to consumers who are struggling with older age health care costs,” said Devine.

Devine also set the stage for additional discussion throughout the day regarding significant technological innovations underway in the industry that have the potential to fundamentally change the way life settlement transactions are consummated. He pointed out that “InsurTech” is both a disruptor and an enabler in the life settlement space because it allows underwriters to arrive at a decision on the value of a policy much faster, so consumers who wish to sell their life insurance policy may soon be able to do so in a matter of weeks, not months.

This topic was further explored by S. Jay Olshansky, Ph.D., professor in the School of Public Health at the University of Illinois at Chicago, and chief scientist at Lapetus Solutions. Dr. Olshansky addressed some of the most recent innovations in predictive algorithms for estimating life expectancy and the quest for improved underwriting throughout the industry.

“The life settlement process simply takes too much time, primarily because of a very slow underwriting process historically used in the industry,” said Dr. Olshansky. “The good news is that the future of underwriting is here, or at least is very close. We’re now able to use wearable sensors to monitor vital statistics, access blood information without a needle and blood draw, evaluate bio markers and even do automated assessments of an individual’s profile photograph — these innovations allow us to obtain a much faster life expectancy and therefore a more efficient and more accurate baseline for underwriting.”

Another presentation was delivered by Anthony Tempesta, principal at Ernst & Young LLP, who focused on how “InsurTech” is changing the traditional model of life insurance. Tempesta described a wide range of disruptive technologies — including Artificial Intelligence and the use of Big Data analytics — that are increasing life insurance underwriting and policy valuation accuracy.

Other conference sessions included:

*           “Building a Portfolio: Evaluating COI Risk”: An analysis of trends and patterns that indicate the likelihood of Cost of Insurance (COI) increases by insurance carriers, and the relationship to longevity risk from an investor’s perspective. The panelists were Mark Venn, managing director and chief executive officer of ClearLife, Ltd., and Matthew Sheridan, consultant to QuantRes.

*           “The Supply Side”: A review of the current supply-side market conditions and look into the future of the secondary, tertiary and direct-to-consumer markets. The moderator was Cynthia Poveda, past chair of LISA, and panelists were Jeffrey Bollerman, managing director of Houlihan Lokey, and Jay Jackson, vice president of Abacus Life Services.

*           “Federal Tax Provision Changes”: A session discussing the effects of recent changes to the U.S. federal tax law, including an update on the details pertaining to IRS reporting requirements and other specific tax issues. The panelists were James W. Maxson, partner at Edwards Maxson Mago & Macaulay LLP, and Thomas Weinberger, partner at Schulte Roth & Zabel.

*           “Investment Performance”: A panel discussion regarding various issues impacting the establishment of a set of performance standards for life settlement investments. Moderated by Darwin M. Bayston, CFA, president and chief executive officer of LISA, the panelists included Bill Corry, owner of Corry Capitol Advisors, and Dan Young, senior managing director of Vida Capital Inc.

“We had a record attendance at this year’s Life Settlement Institutional Investor Conference, which has become the most significant annual event of its kind that brings together professionals from pension funds, hedge funds, family offices, foundations and endowments for updates on the latest developments regarding the life settlement asset class,” said Bayston.

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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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:
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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

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  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