Expert Faculty Includes:

• Jim Aspinwall, Professor; Florida Southern University; Director of Advisory Board, LRGC; The Dominion Fund; Author, “Life Settlements and Longevity Structures” (Keynote Speaker)
• Paul Siegert, President & CEO, Insurance Studies Institute
• Matthew Daitch, FSA, MAAA, CFA, Inforce Management Leader, Transamerica Reinsurance
• Ron D'Vari, PhD, CFA, Chief Executive Officer, NewOak Capital LLC
• Isaac Efrat, Senior Managing Director, Aladdin Capital Holdings
• Michael Fasano, President, Fasano & Associates
• David Fishbaum, Head of Actuarial Unit, Oliver Wyman
• Michael Freedman, Senior Vice President - Government Affairs, Coventry
• Doug Head, Executive Director, Life Insurance Settlement Association (LISA)
• Manish Kapoor, Managing Director, West Wheelock Capital
• Jack Kelly, Managing Director, Institutional Life Markets Association (ILMA)
• Roger Lorence, Partner, Sadis & Goldberg LLP
• David Marinoff, Managing Director, Guggenheim Capital LLC
• Eugene A. Miao, Managing Director, Highland Capital Management
• Antony R. Mott, Managing Director, Structured Insurance Products, ICAP Capital Markets LLC
• Zach Murphy, CRE & Longevity Desk, Silver Point Capital LP
• Andrew Plevin, Co-CEO, BroadRiver Asset Management, LLC
• David Rawson-Mackenzie, Director, Centurion Fund Managers Ltd
• Larry H. Rubin, Partner, Actuarial and Insurance Management, PricewaterhouseCoopers
• Rohit Sharma, Executive Director, JP Morgan
• Kyle Shostak, Director, Rigi Capital Partners
• Eddie Stone, Managing Partner, Stone Beach Capital
• Kirk Van Brunt, Partner, Locke Lord Bissell & Liddell LLP
• Scott Willkomm, Senior Vice President, Coventry
• Paul Winner, Founder, European Life Settlements Association (ELSA)

Jim Aspinwall
Professor; Florida Southern University; Director of Advisory Board, LRGC; The Dominion Fund; Author
“Life Settlements and Longevity Structures” (Keynote Speaker)

With over 25 years in the business Jim Aspinwall has a wide range of experience. At Chase Manhattan Bank he was the prime developer of Chase’s REALM system, a risk management and derivatives pricing system, which was used, by Chase Manhattan Bank and over 200 clients around the world. While at Chase JA was involved in Project Cloud, which was a state of the art Artificial Intelligence system that could forecast changes in credit rating 2 years out with a 95% accuracy rate. This system has been discussed in many of the trade journals.

He has also had experience at other major Investment banks like Goldman Sachs, Bank One and Nomura, Japan’s largest Brokerage house, where he was involved in credit arbitrage trading and the creation of large credit structures. While head of quantitative research and development at Santander JA over saw the development, pricing and risk management of multiple structured and exotic products such as trigger swaps and power reverse dual currency bonds. He was also involved in the establishment of the credit derivatives desk. This included involvement in three 1 billion dollar plus Collateralized Debt Obligations, some of the largest in Europe.

It was while dealing with the tranches of the CDO product that he became aware of the tremendous opportunities offered to the market by the life settlement product and has been involved with two structures successfully launched into the market.

Jim Aspinwall is currently an Professor of Mathematics at Florida Southern. He is widely published, his latest book “Life Settlements and Longevity Structures” by Wiley publishers came out in July. He is currently working on another publication titles “Mortality Synthetics and Derivatives”.

Jim Aspinwall was in the honors program in Science and Mathematics BS at the Ohio State University, the Quantitative Finance MBA program at the University of Cincinnati and Theoretical Mathematics PhD program at the University of Cincinnati.

Paul Siegert
President & CEO
Insurance Studies Institute

Paul A. Siegert has over 46 years of experience in national and international business, with focus on general business, financial and investment strategies, management practices, fiscal controls, profit incentives, systems, and corporate structuring and governance. He has consulted to Fortune 500 corporations, regional firms, emerging businesses, government and education, and he has served as director, general partner and advisor to partnerships and corporations, including restructuring of economically troubled businesses. He structured and oversaw over one billion of funds in new business ventures, investment projects and investment programs including commodity strategies in London, England, and in 2004 founded a major funder and provider in the life settlement business sector. Since 2007, Mr. Siegert has been at the helm of the Insurance Studies Institute, a non-profit organization dedicated to facilitating innovative research and enhancing understandings of insurance-based risk management. Education includes a BS in Industrial Management from Purdue University and graduate business studies at the University of Chicago.

Ron D'Vari, PhD, CFA
Chief Executive Officer
NewOak Capital LLC

Ron D’Vari is the CEO and Co-founder of NewOak Capital, Ron’s focus on overall firm management and directly oversees the fiduciary asset management, principal investments and firm’s strategic mergers and acquisition. Ron is actively devising and implementing creative solutions to many of the credit and liquidity crisis dilemmas across the globe for its institutional clients in advisory, asset management or capital markets roles.

Ron was formerly with BlackRock where he was Head of Structured Finance Business and senior member of several key committees: Alternative, New Business, and Fixed Income Business Committees. In the last two years Mr. D’Vari focused on some of the largest advisory, de-risking and restructuring global assignments in the industry. He also helped to set up Penny MAC, a mortgage company and was lead portfolio manager for BlackRock’s Mortgage Investors, a distressed securities fund. Prior to BlackRock, D’Vari was a member of Bond Policy Committee responsible for MBS/ABS/CMBS sectors of the portfolios and overall fixed income research; D’Vari holds MBA, PhD and MS degrees from UCLA and has held adjunct faculty positions at UCLA, Boston University, and Brandeis.

Isaac Efrat
Senior Managing Director
Aladdin Capital Holdings

Isaac Efrat is a Senior Managing Director of Aladdin Capital Management, a boutique investment banking company offering alternative investment management, broker/dealer, and advisory services. Aladdin employs over 120 investment personnel in Stamford, CT, London and Tokyo, and manages $12 billion of credit assets. Isaac currently focuses on the analysis and restructuring of alternative asset portfolios that optimize regulatory capital requirements and capture arbitrage opportunities. Among his roles at Aladdin, Isaac has also been the CEO of Aladdin Financial Products, a AAA-rated operating company providing default swap protection on corporate credit.

Prior to joining Aladdin, Isaac served as a Managing Director of Moody's Investors Service covering CDOs and insurance-linked notes. Prior to joining Moody's, Isaac held a derivative analyst post at Bear, Stearns' equity derivatives department in New York. Isaac holds a Ph.D. in Mathematics from New York University's Courant Institute of Mathematical Sciences and Stanford University, and has served on the mathematics faculties of MIT and Columbia University.

David Fishbaum
Head of Actuarial Unit
Oliver Wyman

David Fishbaum leads the Actuarial Practice of Oliver Wyman and is based in Chicago. David has over 30 years of experience in the insurance industry. This experience encompasses most of the major functions in running an insurance company, from information technology and product design, to financial management and strategic planning. David has been with the firm for 20 years helping insurance companies develop and implement capital management plans with a unique expertise for insurers of last resort/guarantee funds.

David has advised investors and investment banks in the life settlement market for over 15 years. He advised a large European pension fund in the feasibility and implementation of their initial life settlement investment. Most recently, he was the actuarial advisor to an Irish longevity fund sold to institutional investors. David is a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries and a Fellow of the Canadian Institute of Actuaries.

Doug Head
Executive Director
Life Insurance Settlement Association (LISA)

Doug Head serves as LISA Executive Director. Since 1992, Mr. Head has tirelessly worked to promote the growth and development of the life settlement industry. Specifically, Mr. Head has been integral to the development and passage of key life settlement legislation across the United States. As Executive Director, Mr. Head represents LISA before state and federal legislative committees and works with important industry organizations such as the National Conference of Insurance Legislators (NCOIL), and the National Association of Insurance Commissioners (NAIC). Previously, Mr. Head has served as President and Secretary of LISA as well as Chair of its Legislative Committee. As Executive Director, Mr. Head has helped guide LISA membership growth from a few dozen companies to over 130 domestic and international entities representing every industry segment. Today, LISA is widely recognized as the Voice of the Industry, leading the largest and most diverse membership of any life settlement trade association.

Jack Kelly
Managing Director
Institutional Life Markets Association (ILMA)

John A. (Jack) Kelly, a Partner in the McPherson Group LLP, serves as the Managing Director of Institutional Life Markets Association (ILMA). He has extensive legislative and public policy experience in structured finance and tax related issues. He was the principal architect of the legislative clarification of tax issues related to the transfer of structured settlements. In addition to federal advocacy he coordinates the McPherson Group’s state and local practice. A political aide to Presidents Reagan and George H.W. Bush, he previously, served as a Legislative Assistant to Rep. Charles B. Rangel (D-NY) and held staff positions in both the New York and Federal courts. For 28 years until his retirement, Mr. Kelly served in active and reserve components of the United States Army including Command of a Special Forces unit. His awards and decorations include the Legion of Merit. He presently serves as Chairman of the US Advisory Committee on National Cemeteries and Memorials.

Antony R. Mott
Managing Director, Structured Insurance Products
ICAP Capital Markets LLC

Antony Mott is the MD of Structured Insurance Products. He likes valuing illiquid things such as long term assets and liabilities. His focus on intrinsic worth – not market price – suits pension funds, insurance companies and other hold-to-maturity folk. Publications that deal with buy-side issues and a preference towards audience participation result in frequent speaking engagements. Prior to joining ICAP, Antony founded Longbank, launched SwapsMarket.com and portfolio benchmarking service vivaDexsm. Published author and patent holder, Antony received his MBA from IMD, Lausanne Switzerland and BSc from University of Sydney.

Andrew Plevin
Co-CEO
BroadRiver Asset Management LLC

Andrew Plevin is a founding principal of BroadRiver. Mr. Plevin has been engaged in life contingent assets since 2002 and has been responsible for the investment of over $400 million into these assets. From 2006 to 2009, Mr. Plevin co-ran the life settlement desk of Goldman, Sachs & Co., Inc., as the Co-CEO and President of Eastport Capital Corporation, a wholly-owned entity of Goldman Sachs. He, along with Philip Siller, started Goldman Sachs’s life settlement desk and had responsibility for building its origination, models, trading, strategies, client management and overall execution. In addition, Mr. Plevin co-founded and was a member of the Board of Directors of the Institutional Life Markets Association (ILMA), an organization representing the largest banks active in the longevity markets, whose mission has been to bring transparency and best-of-class standards to the industry. Mr. Plevin co-developed QxX, a family of tradable indices designed to allow market participants to measure, manage and trade exposure to longevity and mortality risks and he has been a prominent speaker at many industry conferences. In 2009, Mr. Plevin and Mr. Siller left Goldman Sachs and formed BroadRiver. Prior to joining Goldman Sachs, Mr. Plevin was a founding principal of SPAR L.P., an advisory firm investing in life settlements on behalf of institutions, which grew both in assets and clients until Goldman Sachs acquired it in 2006. Mr. Plevin received his M.B.A in Finance from The University of Chicago Booth School of Business and his B.A. in Economics from the University of Michigan.

David Rawson-Mackenzie
Director
Centurion Fund Managers Ltd

David Rawson-Mackenzie is Director of Centurion Fund Managers and has over ten years’ experience in researching longevity as an asset class and managing life settlement funds. He launched one of the market’s first life settlement funds, the Defined Return Fund, in 2002 followed by the Argent Fund and the Life Settlement Strategy Fund, which are listed on the Luxembourg Euro MTF and the Channel Islands Stock Exchange respectively. David’s latest longevity fund is the Luxembourg regulated Centurion Longevity Fund, which is one of the first in the industry to combine macro and micro longevity products. He is currently developing a similar fund using life tenancies. Centurion Fund Managers is a member of ILMA – the Institutional Life Markets Association. David regularly speaks at seminar and conferences on longevity as an asset class and has written numerous articles on longevity for the financial press including a recent series on managing risk in life settlement funds.

Larry H. Rubin
Partner, Actuarial and Insurance Management
PricewaterhouseCoopers

Larry Rubin is a Partner at PricewaterhouseCoopers and a Principal in the Actuarial and Insurance Management Solutions (AIMS) Practice and has twenty five plus years of experience as an actuary.

While at Bear Stearns, where he spent approximately three years as a Managing Director, Larry was responsible for the development of capital markets strategies that enabled insurance companies to manage risk and enhance capital. In addition he reviewed Mergers and Acquisitions appraisals and in this role advised as to the appropriateness of methods and assumptions.

Prior to joining Bear Stearns, Larry spent over 17 years at TIAA-CREF in various positions with the most recent being Vice President of Finance and Chief Actuary for TIAA-CREF Enterprises. Larry’s responsibilities included product development, valuation and asset/liability management for TIAA-CREF’s non-pension products. Non-pension products included life insurance, group life and disability, mutual funds, not-qualified annuities, trust services, section 529 plans and long-term care.

Larry was a co-author of the Institutional Investor’s book on asset/liability management, as well as articles on asset/liability management for Contingencies and the Journal of Risk Finance and on Fair Value for the International Congress of Actuaries and the Actuarial Practice Forum. He is a frequent industry speaker on the subject of capital markets and insurance. Some of the topics he has addressed include securitization, derivatives, fair value of liabilities, risk management, economic capital, economic earnings, and enterprise risk management.

Larry is a member of the Society of Actuaries Risk Management Council and a former member of the Society of Actuaries Investment Council a member of the Life Products and the Life Financial Reporting Committees of the American Academy of Actuaries and a member of the Solvency Committee of the American Academy of Actuaries.

Kirk Van Brunt
Partner
Locke Lord Bissell & Liddell LLP

Kirk Van Brunt is a Partner in the Washington, D.C. office of Locke Lord Bissell & Liddell. Mr. Van Brunt's practice is focused on the taxation of financial institutions and products, with a particular focus on insurance companies and insurance products. Within the insurance arena, Mr. Van Brunt has substantial experience with life settlement transactions, bank/corporate owned life insurance (BOLI/COLI), and is very active within the structured settlement industry. Mr. Van Brunt also has substantial experience in the tax treatment of asset-backed securities (especially tax issues relating to REMICs) and derivative financial instruments. Mr. Van Brunt is a graduate of Harvard Law School where he was a member of the Harvard Law review. A frequent speaker on insurance tax issues, Mr. Van Brunt has been asked to speak at some of the most prestigious events in the country and has published a variety of articles on the subject.