Welcome Coffee

Sponsored by Longevity Holdings

Discussion Panel

Life Expectancies and How They Are Used.

The cornerstone of policy and portfolio valuation is appropriately modelling longevity risk. Our first panel of the day will discuss the intricacies of utilising third-party produced life expectancy reports, in-house expertise, and how to most effectively marry the two.

Chaired by Mark Godson of EY

Joined by panelists
Jonas Martenson of Ress Capital,

Aaron Giroux of LifeRoc

and

Walter Deeter of Burdette Asset Management.

Discussion Panel

Life Risk’s Place in Investor Portfolios.

Liquidity and underlying asset class diversification requirements means that alternative asset managers often compete against each other for a thin slither of institutional investors’ alternatives allocation. Our second panel discusses the challenges this brings to the life risk markets and how – and if – life risk-based assets can compete for a more permanent portfolio allocation.

Chaired by Thomas Deinet of SBAI

Joined by panelists

Himanshu Chaturvedi of Cambridge Associates,

Bill Corry of Corry Capital Advisors

and

Alejandra Limones of Demeter Capital.

Morning Coffee Break

Sponsored by Wilmington Trust

Discussion Panel

What can we really expect from industry market data efforts?

A request to share market data often receives a hard ‘no’ from asset managers due to competitive concerns. However, few would argue that collaborative efforts to answer some basic market questions would be a significant benefit for all. Our panel discusses industry ambitions in this area and aims to shed more light on some of the opaque aspects of the life settlement industry.

Chaired by Brian Nicholson of LISA

Joined by panelists

Chris Anderson of EY

Mario Coniglio of Longevity Holdings Inc.

and

Beat Hess of AA Partners.

Discussion Panel

The New Economic Environment

As we leave the post pandemic world, any remaining expectations that the global economic environment would return to normal are now shattered. Rising inflation, subsequent interest rate increases and global events are having far reaching consequences. This panel looks at what is likely to happen in the short term, expectations for the medium term and its impact on like risk markets.

Chaired by Cory Zass of Actuarial Risk Management

Joined by panelists

Larry Stern of Canterbury Consulting

and

Rainer Gruenig of Plenum Investments.

Lunch

Sponsored by LifeRoc

Discussion Panel

The Supply of Life Settlement Risk – Brokers Perspective (Virtual)

2021 saw the first decrease in secondary market volumes since 2014. This panel will address the challenges due to market supply and their role as intermediaries in promoting the benefit of a Life Settlement to consumers.

Chaired by Cyndi Poveda of Apex Life Settlements

Joined by panelists

John Welcom of Welcome Funds

Jon Mendelsohn of Ashar Group

and

Tyler Hornning of TDC Life.

Presentation Session

The Supply of Life Settlement Risk – Buying Big or Small

Investors looking to access the life settlement market today have a variety of channels of supply. From smaller face value policies in the direct to consumer market, through to large block trades in the tertiary market, the broad range of options afforded to investors in turn allows for flexibility in portfolio construction. Simon Erritt of Coventry Capital and Phil Hall of Longevity Holdings discuss this dynamic.

A conversation with Simon Erritt of Coventry Capital

and

Phil Hall of Longevity Holdings Inc.

Afternoon Break

Sponsored by Life Information Logistics, LLC

Presentation Session

Life Settlements in the Courts

David Ward of Arent Fox Schiff and Khai LeQuang of Orrick, Herrington & Sutcliffe deliver a presentation about two of the most important issues in the life settlement market today; carrier encroachment issues and cost of insurance increases. Both topics represent serious existential challenges to the market and ones that we encourage market participants to discuss actively during the Q&A.

Chaired by Boris Ziser of Schulte Roth & Zabel

With presentations from Andrew Dykens of ArentFox Schiff

and

Khai LeQuang of Orrick Herrington & Sutcliffe.

Discussion Panel

Technology in Life Settlements

Technological developments are either evolutionary or revolutionary, but change is inevitable. This panel discusses tech trends in the life settlement market and what types of tech should deliver real change in the operational processes of our industry.

Chaired by Greg Winterton of Life Risk News

In Conversation with

Peter Iras of Life Information Logistics.

Networking cocktails

Sponsored by Corry Capital Advisors