Workshop #1:
Life Settlement Essentials for Limited Partners, Pension Funds and Institutional Investors
This workshop examines how to discover value in the Life Settlements market from an investment managers perspective. The session prepares providers with the critical elements necessary to set up a LS fund.

• Pricing and Valuation
• Complying with the New IRS Tax Rulings
• Structuring a Fund
• Risk Mitigation
• Setting up an Overseas Fund

WORKSHOP FACULTY: BRIAN CASEY, MARK FREITAG & KIRK VAN BRUNT, Locke Lord Bissell & Liddell; ADAM BALINSKY, Caldwell Funding; IAN COTGIAS, Surrenda-link Investment Management

Workshop #2:
The Basics of the Life Settlement Business: What You, Your Clients and Your Prospects Should Know
If you are a broker, provider, agent or financial planner just getting involved in the business, this workshop provides you with everything you need to know about Life Settlements.

• Life Settlements: Definition & Pricing
• Life Expectancy Issues
• Legal Issues
• Investor Feedback
• Mortality Risk Mitigation & Alpha Protection 

WORKSHOP FACULTY: OLIVIER MATHEY & DAN WOLGIN, Peachtree Asset Management; MIKE FASANO, Fasano Associates; BORIS ZISER, Stroock & Stroock & Lavan

Workshop #3:
Portfolio Management: How Servicing Can Add Value to your Life Assets
As the number of Life Settlements portfolios continues to rise, attention is turning to the importance of servicing these portfolios. This workshop examines some of the techniques and processes that can enable servicing to add value to your portfolio.

• Legal Considerations in Preserving Asset Value
• Underwriting Techniques to Maximize Asset Value
• Pricing Techniques in Analyzing Valuation Models
• Premium Optimization

WORKSHOP FACULTY: WARD BUKOFKSY, LISA FULLER, LINDA FITZGERALD, TOM CUCINOTTA, RYAN HARRISON & KIMIE CHENIK, NorthStar Life Services, LLC

Workshop #4:
The Challenges of Complying with State Laws & Regulations: Incorporating the New Regulatory Landscape Into your Business
As we head into 2010, the Life Settlements industry prepares itself for another active legislative year. Legislators continue to propose laws and regulations that will affect the industry. This workshop provides a unique perspective on how companies can cope in this ever changing environment, and how to incorporate new regulatory framework into your business.

• Overview of State Laws & Regulation
• Disclosure and Transparency
• Privacy Issues
• STOLIS: Are They Still a Concern?

WORKSHOP FACULTY: JOHN McCARROLL, Q Capital Strategies & TOM WEINBERGER, Stroock & Stroock & Lavan