Main Conference Day 2: Thursday, March 25, 2010

7:30 Coffee & Registration

8:30 Chairman’s Opening Remarks

8:45 Pension Fund Investment Strategies: Institutional Best Practices For Gaining Exposure To The Longevity Asset Class

  • Identifying the most significant risks of investing in longevity from an institutional viewpoint
  • Comparing physical and synthetic approaches to longevity investments
  • Considerations on making the selection between providers, LE providers, and other investment partners
  • Understanding how smart policy selection can make life settlements an LDI-suitable asset class

Zach Murphy
Director, CRE & Longevity Disk
Silverpoint Capital LLC

Scott Willkomm
SVP
Coventry

Jean-Paul Messerli
Co-Founder, Fundabilis

Lee Launer
Former CIO
Met-Life

9:30 Transparency And Privacy In The Life Settlements Market: Incompatible Goals?

  • Examining the importance of access to reliable and consistent information on asset quality, pricing, valuation, and transaction costs
  • A closer look at state and federal laws that enforce privacy of medical records, including HIPAA
  • Identifying the most effective strategies for ensuring transparency of the asset whilst maintaining the privacy of the insured
  • Are privacy and transparency genuinely compatible, or do they represent conflicting drivers for the marketplace?

Andrew Terrell
Principal
Atlantic Street Fund Management Partners

Benjamin Geber
CEO & Managing Partner
Bally Capital Management

Michael Fugler
Head of Global Capital Markets
Welcome Life Financial Group

10:15 Mid-Morning Coffee & Networking Break

11:00 Towards A Deeper Understanding Of Older-Age Mortality: What LE Providers Can Do To Further Enhance Longevity Analyses

  • Charting the evolution of LE perspectives on older age mortality
  • Understanding how the methodologies of different LE providers differ
  • Quantifying the differences between competing LE providers: Are significant variances confined to the past?
  • Evaluating the scope for further enhancing the accuracy of LEs

Wai-Keung Tang
Managing Partner
Kappa Life

11:45 Securitization Of Life Settlements: Poison Or Panacea For The Industry?

  • Examining the progress towards making securitization more mainstream
  • Understanding the obstacles to a deeper securitization market:
  • Hesitancy among rating agencies
  • Insufficient life settlement ownership concentration
  • Regulatory concerns and publicity problems
  • How large do we want the securitization market to be?
  • Pinpointing the benefits of securitization for new types of investor

Manish Kapoor
Managing Director
West Wheelock Capital

Kyle Shostak
Director
Rigi Capital Partners

Emmanuel Modu
Managing Director, Insurance-Linked Securities
AM Best

David Marinoff
Managing Director
Guggenheim Capital

12:30 Networking Luncheon

1:45 - 3:45 Post-Conference Workshop

 

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