Conference Day 1: Wednesday March 25, 2009

8:00 Registration

8:45 Chairperson’s Opening Remarks

Alan Buerger
CEO
Coventry

9:00 Environment for Secondary Market of Life Insurance and Related Insurer Challenges in 2009

  • Discussing how the life settlement market can continues its strength through 2009
  • Addressing capital market issues and federal involvement affecting life insurers, including changes to capital and reserve requirements
  • Outlining a proposal for industry best practices and standards
  • Detailing the impact of regulatory changes on life settlement hedging instruments and synthetic products
Michael T. Crane
Managing Director
Coventry
Paul Siegert
President & CEO
Insurance Studies Institute
Brian Smith
CEO
Life Equity LLC

10:00 Regulatory Development Roundtable

  • Reviewing the latest developments in regulatory and legislative actions impacting the life settlements industry
  • Looking at the months ahead and where regulation will be focused
  • Debating the merits of the different Model Act proposals
  • Addressing the issue of “insurable interest” and its impact on valuations
Moderator:
Kurt Gearhart
Director, Life Finance Group
Credit Suisse

Larry Kosciulek
Director, Investment Companies Regulation
Finra
Steve Washington
General Counsel
The Life Settlement Institute
Craig L. Seitel
CEO
Abacus Settlements LLC

11:00 Networking Break

11:45 Keynote: Addressing Federal Vs. State Regulation And The Anti-Consumerist Stance Of Insurance Providers Towards The Life Settlement Industry

Commissioner John Oxendine
Insurance And Safety Fire Commissioner Of Georgia

12:30 Luncheon With Speakers And Delegates

Sponsored by Coventry
coventry

2:00 Examining The Impact Of Life Insurance Policy Loans On The Life Settlement Industry

  • Determining the difference between life insurance policy loans and life settlements
  • Understanding the mechanics behind life insurance policy loans
  • Analyzing the economics of life insurance policy loans and how they differ from life settlements for the policy holder
  • Exploring the potential of life insurance policy loans to rescue distressed premium finance programs
Jim W. Maxson
Of Counsel
Morris, Manning, And Martin LLP
Ward S. Bondurant
Partner
Morris, Manning, And Martin LLP

2:45 Issues Of Policy Valuation: Mortality Tables, Medical Underwriting And Changes In Life Expectancy Estimates

  • Understanding the significance of mortality tables in estimating life expectancies
  • Interrelation with medical underwriting
  • Evolution of life expectancy underwriting; impact of life expectancy changes on portfolio values and the life settlement industry
  • Sources of our valuation problems; consequences
  • Strategies for managing longevity risk
Mike Fasano
President
Fasano & Associates
Arshad Hasan Qureshi
Actuary
Fasano & Associates

3:45 Networking Break

4:15 Investor’s Perspectives On Life Settlements As An Asset Class

  • Exploring the factors driving and deterring investments into life settlements
  • Outlining investor concerns as the market enters a critical year in regulation and growth
  • Examining the impact of new players entering the market from insurance companies and overseas
  • Addressing investor concerns about the future of this marketplace

Moderator:
Ann Gorman
Vice President, Life Finance Group
Credit Suisse

Michael T. Crane
Managing Director
Coventry
Alex Krutov
Portfolio Manager
Century Atlantic Capital LLC
Michael Byl
President
Strategic Directions
Management Limited
Jonas Martenson
Co-founder and CEO
Resscapital

5:15 Networking Reception

Sponsored by Credit Suisse
credit-suisse

6:30 Networking Dinner

Continue the networking experience by joining your colleagues for a dinner immediately following the cocktail reception. Separate booking necessary. We hope you will join us!