9:00am – 12:00pm Workshop A: Unraveling The Mechanics & Complexities Of Longevity Derivatives
(Registration at 8:30am)
Longevity derivatives offer many potential benefits, but are also surrounded by some confusion, mystique and misinformation. This investor-focused practical workshop will provide you with a hands-on comprehensive overview of longevity derivatives, what they are and how to use them in your portfolio management strategy.
What You Will Learn:
- The value proposition for using longevity derivatives
- A clearer understanding of the different longevity derivatives products available
- A new skill set for adding longevity derivatives to traditional life settlement investments
- Tools for explaining the intricacies of longevity derivatives to end investors
How You Will Benefit:
- Increase the yield of your life settlement investments
- Mitigate your exposure to longevity risk
- Improve liquidity in otherwise illiquid investments
- Enhance the sophistication of your existing portfolio
Workshop Leader:
Kyle Shostak
Director
Rigi Capital Partners
1:30pm – 4:30pm Workshop B: Tax Strategies For Life Settlement Funds
(Registration at 1:00pm)
This workshop offers a unique opportunity to learn from IRS and tax planning experts so as to achieve full compliance, prepare for potential upcoming changes and gain maximum tax benefits for your fund.
What You Will Learn:
- Get up to speed with current tax rulings
- Understand emerging new tax developments impacting life settlements
- Identify which tax rules could have implications for your fund
- Take this opportunity to ask qualified tax experts your specific fundrelated questions
How You Will Benefit:
- Ensure full compliance with tax regulations
- Use tax strategies for maximum benefit to your fund
- Protect your investments from any potentially negative tax treatment
- Gain expertise for conveying complex tax rulings to end investors and business partners
Workshop Leader:
Kirk Van Brunt
Partner
Locke Lord Bissell & Liddell LLP