Agenda

	Monday, March 10, 2008
4:00-6:00 PM	Registration
	Tuesday, March 11, 2008
7:00 AM	Registration / Showcase Exhibits
7:00 AM	Continental Breakfast Sponsored by: Peachtree Life Settlements
8:00 AM	Introduction by Moderator
8:00 AM	Feature Presentation Regulating the Industry The Honorable George J. Keiser Chairman Life Settlements Subcommittee National Conference of Insurance Legislators and State Representative from North Dakota
8:40 AM	The Secondary Market in 2012 - Everything is Different Now Where will our industry be five years from now? How will the secondary market have changed your business, your clients, and your future? Join Alan Buerger, CEO and co-founder of Coventry, for an incisive overview of the role the market will play in the new financial services landscape. Alan Buerger Co-Founder and Chief Executive Officer Coventry
9:20 AM	Environmental Forces in the Life Settlements Industry This session will look into several factors affecting the industry including: Market Trends Regulation Investing in Life Settlement What to look for in a life settlement partner Mark Freitag Associate Lord, Bissell & Brook LLP
10:00 AM	Networking Refreshments / Showcase Exhibits
10:30 AM	The Legal & Political Landscape: What's on the Horizon? Impact of the NAIC Model Act Impact of the NCOIL Model Act States considering regulation in 2007 Which model will be the basis for regulation Who will consider a different approach Key issues being discussed Broker compensation disclosure Premium finance Trust transfers FINRA Brian Smith Chief Executive Officer and President Life Equity LLC
11:10 AM	Investing in Life Settlements What you should know before investing in this asset class Medical Underwriting Policy Valuations Legal Aspects Kristian Armstrong Co-Founder and Chief Executive Officer Milestone Managers and Providers
11:50 AM	Life Expectancy - How is it Underwritten In this presentation, Dr. Goodwin will highlight the differences between underwriting life insurance applicants and a life settlement insured. Linda Goodwin, MD, FACP Medical Director Examination Management Services, Inc. (EMSI)
12:20 PM	Networking Luncheon Sponsored by: Examination Management Services, Inc. (EMSI)
1:40 PM	A Promise of the Perfect Asset Class The promise of the perfect asset class The investor appeal Regulatory and Compliance Risk Challenges to investor execution Servicing & Data management issues Investor time to market Fund performance Risk management challenges J. Mark Goode Founder and Chief Executive Officer Secondary Life Capital, LLC
2:10 PM	2007 Secondary Life Insurance Market Analysis: The Year in Review The Life Policy Dynamics, LLC ("LPD") market analysis provides a summary of economic values for life insurance policies traded in the secondary market. This session will show the market analysis tracks of actual transactions and trends that have occurred each quarter since January 2006. The analysis provides a quality measurement of market variables such as: average purchase price as part of net bench value, average face value of policies, and average age of insureds. The LPD analysis also examines the consistency of life expectancy underwriters among a population of insureds, and compares at what amount policies with similar characteristics are trading. Valerie Coffey Director of Operations Life Policy Dynamics, LLC (LPD)
2:40 PM	Lurking Pitfalls: Due Diligence in Life Settlement Transactions Addressing fraud prevention and policy validity Checking file for accuracy and inconsistencies Legalities - policy ownership and transfer; licensure Sale of Policy - policy or beneficial interest? Background checks David-Irwin Binter President Neuma Inc
3:20 PM	Networking Refreshments / Showcase Exhibits
3:40 PM	Life Settlement Investment Analysis The appraisal of a life settlement requires a specialized set of skills. The presentation will delve into some of the problems facing investors when analyzing this asset class and will describe the skills required to appropriately value a life insurance contract. Key points of discussion will include: Interpreting a life expectancy certificate Should your life expectancy differ from the LE certificate? Understanding the mortality tables How a life settlement company's analysis differs from that of an insurance company Howard Zail Chief Financial Officer Proverian Capital, LLC
4:20 PM	Operational Strategies for Purchasers of Life Settlements This session will discuss the operational challenges that policy purchases and their representatives (providers) face in today's life settlement marketplace. The topics to be covered include: Production cycle Data collection and management Due Diligence Licensing and compliance Policy sourcing and origination Steven Shapiro Chief Executive Officer and President Q Capital Strategies, LLC
5:00 PM	Investing in the Life Settlement Market: Why Even Consider? Craig L. Seitel Chief Executive Officer Abacus Settlements, LLC
5:40 PM	Networking Reception
7:00 PM	Day One Concludes

	Wednesday, March 12, 2008
7:30 AM	Continental Breakfast Sponsored By: Abacus Settlements, LLC
8:00 AM	Day 2 Remarks by Moderator
8:00 AM	Perspective of Capital Markets on Potential for Return on Investment in Life Settlements Where life settlements fit in a larger portfolio Risk aversion in life settlement pools How do you buy the right policies, or determining the good from the bad? Stuart Hersch President and Chief Executive Officer Cantor LifeMarkets
8:40 AM	Panel Discussion Premium Finance: Emerging Options Honorable Peter Molinaro former Senior Deputy Superintendent New York State Insurance Department and Current President American Life Insurance Congress (ALIC) and Managing Director The Mark Ross Group, LLC Robert W. Powell former Senior Marketing Executive Met Life, Jefferson Pilot, Highland Capital Brokerage Division of National Financial Partners and Current Managing Director The Mark Ross Group, LLC Phillip S. Hill, III Managing Director Mark Ross & Company, Inc. MODERATOR Mark E. Ross Chairman, President and Chief Executive Officer The Mark Ross Group, LLC (MRG) Chairman and Chief Executive Officer American Life Insurance Congress and American Life Insurance Congress Institute
9:20 AM	Life Settlements in the Tertiary Market - The Anatomy of a 2007 Trade Life insurance policies acquired from seniors in the U.S. has become an attractive non-correlated asset for many large institutional investors worldwide. A properly structured portfolio can produce equity-type returns with a default risk superior to A+ or AA rated bonds. As the life settlement market has grown and matured, there is now a ready tertiary market for re-selling portfolios. This presentation will use a 2007 trade between two institutional investors as a case study to illustrate the dynamics, opportunities and pitfalls inherent in re-selling portfolios. Kevin DeVaan President Living Benefits Financial Services and Co-Founder Marquee Fiduciary Advisors
9:50 AM	Networking Refreshments / Showcase Exhibits Sponsored by: Marquee Fiduciary Advisors
10:10 AM	Panel Discussion The Broker's Perspective: What is the Future for this Market This session is designed to address the key issues facing today's life settlement brokers including disclosure and regulatory practices. Rob Haynie Managing Director Life Insurance Settlements, Inc Robert E. Finfer President and Chief Executive Officer Integrity Capital Partners LLC Scott Kirby Co-President Advanced Settlements, Inc. Jon B. Mendelsohn President and Chief Executive Officer Ashar Group LLC MODERATOR Russel Dorsett Co-Managing Director Select Life Settlements Corporation
11:30 PM	The Secondary-Life Market: An International View Further demand Type of investment product Taxation Distributions / current status of existing funds Concerns Thomas Laumont Executive Vice President Head of Division, Secondary Life Markets Wealth Management Capital Holding GmbH and Chairman Bundesverband Vermogensanlagen Zweitmarkt Lebensversicherungen e.V. (BVZL e.V.)
12:10 PM	Conference Concludes

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