8th Annual Life Settlement Institutional Investor Conference


Monday, February 26, 2018

Please note all listed times below are in Eastern Time.

8:45 AM - 9:00 AM   

Opening General Session


Darwin Bayston, President & CEO – Life Insurance Settlement Association,

James W. Maxson, Partner – Edwards Maxson Mago & Macaulay LLP


9:00 AM - 10:00 AM   

State of the Life Insurance Market: Implications for Future Secondary and Tertiary Markets

The financial and economic conditions of the primary life insurance market have a profound impact on the health and activity of the secondary and tertiary markets. This session will review the state of the life insurance industry from the macro environment to carrier considerations and look forward to factors that will impact secondary and tertiary market activity.


Colin Devine, CFA, CMA, CFP, Principal – C. Devine & Associates


10:00 AM - 10:30 AM   

Networking Break


10:30 AM - 11:30 AM   

Building a Portfolio: Evaluating COI Risk

Improving carrier diversification is one method portfolio managers employ to manage risk and enhance acquisition analysis. This panel will discuss investor techniques, including machine learning applications, to fine tune carrier-specific and product-specific risks. Analysis will focus on trends and patterns that indicate the likelihood of COI (cost of insurance) increase in carriers' existing books of business, and its relationship to longevity risk from investors' perspective.


Matthew Sheridan – QuantRes,

Mark Venn, Managing Director and Chief Executive Officer – ClearLIfe, Ltd.


11:30 AM - 12:30 PM

The Supply-Side

Growth in life settlement transaction volumes suggest new capital commitments continue as investors seek above average returns in this low interest rate environment through life settlement investment. This panel will review the current supply-side market conditions, and look into the near and long term future of the tertiary, secondary and burgeoning direct markets.


Jeffrey Bollerman, Managing Director – Houlihan Lokey,

Jay Jackson, Vice President, Capital Markets – Abacus Life Services


12:30 PM - 2:00 PM 

Networking Luncheon


1:30 PM - 2:15 PM   

Federal Tax Provision Changes
The recently passed 2017 Tax Cuts and Jobs Act contains provisions that change the way secondary life policy owners are taxed on the sale of their policy. The changes provide a significant benefit to the consumers and should increase the policy submissions for the life settlement market. The session will discuss the effects of the changes and provide the latest update on the specifics of details related to reporting and other issues.

James W. Maxson, Partner – Edwards Maxson Mago & Macaulay LLP
Thomas Weinberger, Partner – Schulte Roth & Zabel LLP


3:00 PM - 3:30 PM   

Networking Break


3:30 PM - 4:30 PM   

Life Expectancy: Tradition Plus Innovation in the Quest for Improved Underwriting

Traditional life expectancy and mortality methods are advancing with innovations resulting from longevity research and predictive algorithms in the quest for improved and more precise underwriting. This session will discuss some of the new innovations and their use by secondary and tertiary market participants.


S. Jay Olshansky Ph.D., School of Public Health – University of Illinois at Chicago – Division of Epidemiology and Biostatistics


4:30 PM - 5:30 PM   

Insurtech is Changing the Traditional Model of Life Insurance & Will Impact the Settlement Industry

Financial technology is forcing insurance companies to rethink their traditional models, given technologies such as artificial intelligence, blockchain and other digital touch points that offer convenience and efficiency. This session will address how these changes will impact the secondary and tertiary markets.


Anthony Tempesta, Principal Partner – Ernst & Young


5:30 PM - 7:00 PM

Networking Reception


Sponsored by:




Continuing Education

Production Date:


Price: $0.00