1. Register Now! Call Dhaval Thakur @ +1-416-597-4754 or Email : dhaval.thakur@iqpc.com
• Get the global picture for investments in life settlements, with exclusive insights
regarding the Asian, Latin-American and Eastern European markets
• Overcome the pricing issues associated with life settlement portfolios by
gaining a deeper understanding of the methodologies used by LE providers
• Discover what the securitization of life settlements means for new and
existing investors in the asset class
• Invest in confidence by gaining a comprehensive understanding of new
regulatory developments, IRS rulings and litigation outcomes
Dr. Aubrey De Grey
Chairman &
Founder
Methuselah
Foundation
"Radical postponement
of age-related ill-health is
a feasible medical goal."
Sponsors:
Dr. Jay Olshanksy
Professor of
Epidemiology
University of Illinois
at Chicago
“Nothing in gerontology
comes close to fulfilling the
promise of dramatically
extended human lifespans.”
Mike Kreidler
Commissioner
Washington Insurance
Commission
Thomas Hampton
Commissioner
DC Insurance Department
Emmanuel Modu
Managing Director and Global
Head of Structured Finance
AM Best
Rene Nunez
Chair, Investment Committee
Texas Permanent School Fund
Ron Steijn
Group Vice President, Head of
Asset Management
ABB Pension Fund Switzerland
Hal Singer
President
Empiris
The most comprehensive life settlements-
related content, enabling you to: • Pension & Endowment Fund Think Tank, delivering exclusive
educational content for institutional investors
• Insurance Commissioners’ Roundtable – benefit from the
latest regulatory insights from the commissioners of Washington
State, Pennsylvania, DC and Maryland
• Interactive Roundtable Sessions on your most pressing
issues, enabling you to brainstorm solutions with your peers
• New investor insights from pension funds, endowment
funds and private equity firms, giving you a 360º
perspective on investment trends for life settlements
New for September 2009:
40+ industry-leading speakers, including these innovators and investors:
Mike Fasano
President
Fasano & Associates
Matthew Browndorf
Chief Investment Officer
Browndorf PEM
VS
2nd
Life Settlements
& Longevity SummitTM
Team Discounts & Exclusive Promotions Call
Dhaval Thakur @ +1-416-597-4754
September 30 – October 1, 2009 New York City
Delivering Superior Returns through Smart Investments in Life
Settlements, Longevity Risk and Life Insurance Securitization
Medical Life Expectancy Debate! “The Future of Human Longevity”
“Attending IQPC’s Life Settlements conference is a great way to make sense of this promising,
uncorrelated asset class” - Christopher McGlashan, Special Counsel, Stroock & Stroock & Lavan, LLP

2. Rene Nunez, Chair, Investment Committee,
Texas Permanent School Fund
Ron Steijn, Group Vice President, Head of
Asset Management,
ABB Pension Fund Switzerland
Matthew Browndorf, Chief Investment
Officer, Browndorf PEM
Joel Ario, Commissioner,
Pennsylvania Insurance Department
Thomas Hampton, Commissioner,
DC Insurance Department
Ralph Tyler, Commissioner,
Maryland Insurance Department
Mike Kreidler, Commissioner,
Washington Insurance Commission
Steven Bloom, Senior Portfolio Analyst,
APG Investments
Heinz Kubli, Managing Partner, Fundabilis
Emmanuel Modu, Managing Director and
Global Head of Structured Finance, AM Best
Antony Mott, Managing Director, Structured
Insurance Products, ICAP
Jonas Mårtenson, Founder & CEO,
Ress Capital
Jose Garcia, CEO,
Carlisle Fund Management
Andrew Terrell, CEO, Bristlecone Capital
Isaac Efrat, Senior Managing Director,
Aladdin Capital
James Wang, Managing Director,
Greater Asia Asset Management HK
Victor DeLaet, CEO,
Focused Money Solutions
Franz-Philippe Pryzbyl, CEO,
Berlin Atlantic Capital
Ed Lay, Chairman & CEO, Emeritus Capital
Kt Huang, Managing Director,
Emeritus Capital
Brian Smith, CEO, Life Equity LLC
Michael Crane, Managing Director, Coventry
Dr Jay Olshanksy, Professor of Epidemiology,
University of Illinois at Chicago
Dr Aubrey De Grey, Chairman & Founder,
Methuselah Foundation
Dr Hal Singer, President, Empiris
Brian Tijan, Director, Life Finance Group,
Credit Suisse
Caleb Pitters, Director, Credit Suisse
Robin Willi, Principal,
BlueCrest Capital Management
Mike Fasano, President,
Fasano & Associates
Register Now! Call Dhaval Thakur @ +1-416-597-4754 or Email : dhaval.thakur@iqpc.com2
An outstanding line-up of
investors, fund managers
and industry experts:
Who Will Attend:
Dear Colleague,
Clearly, 2009 is a year of tremendous opportunity for investors in life settlements and longevity.More seniors are turning to the life settlement option than ever before, increasing the amount ofproduct on the market and creating a strong negotiating position for investors. At the same time,global stock volatility is intensifying the need to diversify with an uncorrelated asset. Lifesettlements, it seems, have never been such a great investment.
It isn’t all roses, however. Following the life expectancy revision in 2008, many investors lost moneyon their portfolios and there remains widespread uncertainty regarding LEs currently in place. Canthe new LEs be trusted? Will they too be revised upwards in the next few years? What caninvestors do to guard against that extension risk? Furthermore, the environment for investing in lifesettlements grows increasingly more complicated with new tax rulings, regulatory changes and alack of nationwide consensus on the definition of “insurable interest”. The opportunities are real,but the complexity is real too.
Taking place in New York City from September 30th – October 1st, IQPC’s 2nd Life Settlements &Longevity Summit has been specifically designed to help you – the investor – make sense of theopportunities and pitfalls of this exciting investment class. Whether you’re an experienced investor– keen to maximize your existing investment – or new to the market and still evaluating thesuitability of the asset class, this conference delivers invaluable insights from investors, fundmanagers and industry experts, ensuring you make the best possible decisions for superior returns.
• Confused about the regulatory environment for life settlements?Then don’t miss our Insurance Commissioners’ Roundtable, bringing together Mike Kreidler ofWashington State, Thomas Hampton of Washington DC, Joel Ario of Pennsylvania andRalph Tyler of Maryland, in an extended panel discussion on the development of regulatoryattitudes towards investments in the secondary market. See page 3 for further details.
• Want to know how institutional investors are evaluating the asset class?Don’t miss out on your chance to meet with Steven Bloom of APG, Ron Steijn of ABB PensionFund and Rene Nunez of Texas Permanent School Fund – among many others – in a closed-door Pension & Endowment Fund Think Tank that’s dedicated to the concerns of institutionalinvestors. See page 3 for further details.
• Interested in a fresh perspective on the life expectancy discussion?IQPC is excited and honored to announce a special medical guest debate, featuring world-renowned gerontologist Dr. Aubrey de Grey in an explosive showdown with Dr. S. JayOlshansky, Professor of Epidemiology at the University of Illinois at Chicago, on the future ofhuman longevity and the prospects for radical lifespan enhancement. See page 4 for furtherdetails.
Just three highlights from an agenda that is literally jam-packed with exciting new speakers, paneldiscussions, and critical insights into the dynamics of the asset class.
I look forward to meeting you in NYC this September!
Kind regards,
Toby Donovan
Program Director
Finance IQ, a division of IQPC
P.S. Don’t miss key
academic insights from
Dr. Hal Singer, one of the
leading economists in the
space – see page 3.
2nd
Life Settlements
& Longevity SummitTM
■ 12% Pension Funds &
Institutional Investors
■ 18% Hedge Funds
■ 15% Asset Management
Firms & Other Buyside
■ 15% Banks
■ 15% Life Settlement
Companies
■ 10% Law Firms
■ 10% LE Provers &
Underwriters
■ 5% Other
“For investors interested in life settlements, there are exciting opportunities
but a number of pitfalls too that can catch the unwary. Attending IQPC’s Life
Settlements conference is a great way to make sense of this promising,
uncorrelated, yet challenging asset class.”
- Christopher McGlashan, Special Counsel, Stroock & Stroock & Lavan, LLP

3. legislative scrutiny. What are the implications for investors, fund managers
and life settlement providers? Do market participants need to change
their business practices? How will regulation shape the marketplace going
forward? IQPC is honored to convene a panel discussion of insurance
commissioners from Pennsylvania, DC, Washington State, and Maryland,
to debate the latest changes to life settlements regulation and answer
your burning questions. Specific focus points are set to include:
• Regulatory attitudes towards STOLI, and the emerging consensus on
“insurable interest”
• An overview of changes to state and federal life settlement regulations,
and their implications on existing and prospective investors
• Understanding how the new administration will regard the intersection
between insurance and the capital markets in general, and life
settlements in particular
Joel Ario
Commissioner
Pennsylvania Insurance Department
Thomas Hampton
Commissioner
DC Insurance Department
Ralph Tyler
Commissioner
Maryland Insurance Department
Mike Kreidler
Commissioner
Washington Insurance Department
1:00 Networking Lunch
2:00 Fund Managers’ Perspectives on the Future of the
Life Settlements Space:
Creating an Effective Vehicle to Navigate
Uncertain Investment Waters
•
Identifying the fund structures most likely to succeed in the current
life settlements environment
•
Issues relating to the fund manager’s choice of medical underwriter
•
Fund managers’ perspectives on the attitudes of institutional
investors to the asset class
•
Innovative capital formation approaches and fund-raising strategies
•
Fund construction and tax liability
•
Successful trading strategies for life settlement portfolios
Jonas Mårtenson
Founder & CEO
Ress Capital
Jose Garcia
CEO
Carlisle Fund Management
Andrew Terrell
CEO
Bristlecone Capital
Luke Rahbari
CIO
Peachtree Asset Management
Michael Krasnerman
CEO
AllFinancial Group
2:45 Expanding the Investor Base in Longevity-Linked
Products
•
What is the involvement of hedge funds and "real money" players
in the longevity market?
•
What is the attraction of longevity to a traditionally non-actuarial investor?
•
In what format do nontraditional life investors typically enter the
life space?
Brian Tijan, Director
Life Finance Group
Credit Suisse
Caleb Pitters
Director
Credit Suisse
7:45 Registration & Coffee
8:45 Welcome & Chairman’s Opening Remarks
• New investment structures and the implications of recent tax law changes
• Business as usual? The impact of new regulatory changes on the
future health and vitality of the life settlements market
9:00 The Future of Investments in Life Settlements:
Towards a Deeper Understanding of the
Dynamics of the Asset Class
•
Examining the relationship between global equities and investment
levels in the life settlements space
•
Exploring the possibility of a “correlation of mood”: How
investment decisions are made and why the uncertainty around
equities is affecting the secondary market in life insurance
•
The effect of the downturn on pension funds and the solvency of seniors:
Understanding the implications of an “inverse liquidity correlation”
•
Alternative investments and the flight from equities: Examining the
role that life settlements can play in future asset allocation strategies
Matthew Browndorf
Chief Investment Officer
Browndorf PEM
Michael Crane
Managing Director
Coventry
Heinz Kubli
Managing Partner
Fundabilis
Brian Smith
CEO
Life Equity LLC
9:45 Restoring Investor Confidence in Life Expectancies:
Accuracy, Transparency, and the Future of Medical
Underwriting
•
Gaining a deeper understanding of the methodologies used to
create life expectancies
•
Examining the 2008 VBT tables and other data upon which LEs are based
•
Addressing common underwriting concerns, including bias,
morbidity and impairment issues
•
Evaluating the allowance made by LE providers for continuing
extensions in human longevity
•
Enhancing the transparency of the underwriting process
Mike Fasano
President
Fasano & Associates
10:30 Networking Break in the Solutions Zone
11:15 An Economist’s Response to the ACLI:
Using “Real Options Analysis” to Quantify the
Economic Impact of the ACLI’s Proposed Changes
to Life Settlements Regulation
•
Understanding the ACLI’s proposal
•
The real options analysis framework
•
Valuing the individual option to resell one’s insurance
•
Valuing the option to resell before the holding period expires as a
series of European puts
•
Valuing the option to resell after the holding period expires as an
American put
•
The decline in the option value of a representative policy caused by
a mandatory five-year holding period
•
The decline in the option value summed across all eligible policies
caused by a mandatory five-year holding period
Hal Singer
President
Empiris
12:00 The Insurance Commissioners’ Roundtable:
Surveying the Regulatory Landscape for Life
Settlements
The regulatory environment for life settlements is confusing, complex, and
rapidly evolving thanks to the change in administration and new
3
Main Conference Day 1
Wednesday, September 30, 2009

4. 4 Register Now! Call Dhaval Thakur @ +1-416-597-4754 or Email : dhaval.thakur@iqpc.com
3:30 The Global Investment Picture for Life Settlements
& Life ILS: Emerging Trends from Asia, Latin
America and Eastern Europe
• A survey of key investor issues and influences in Europe, Asia and
Latin America
•
Special Focus: Asia - A new and growing frontier for alternative
investments
•
Examining new strategies for producing risk-managed yields for
institutional investors
• The role of insurance linked securities in new applications to realize
specific investor goals
Ed Lay
Chairman & CEO
Emeritus Capital
Kt Huang
Managing Director
Emeritus Capital
Franz-Philippe Pryzbyl
CEO
Berlin Atlantic Capital
Evaluating the Investment Opportunities in
Longevity-Based Assets
The Pension & Endowment Fund Think Tank is an hour long discussion
session limited to 15 participants from pension and endowment funds.
There are two levels of participation: you can be among a select group
of leaders who will bring to the forefront one topic of interest or
challenge you are facing right now. Or you can be a featured
participant and take advantage of an exclusive networking and
learning opportunity that is focused on your specific needs.
Attendance is strictly limited to pension and endowment fund
participants, and all discussions are off-line and off the record.
Participants Include:
Rene Nunez
Chair, Investment Committee
Texas Permanent School Fund
Steven Bloom
Senior Portfolio Analyst
APG Investments
Ron Steijn
Group Vice President, Head of Asset Management
ABB Pension Fund Switzerland
Want to nominate yourself or a colleague? E-mail:
dhaval.thakur@iqpc.com
4:15 Networking Break in the Solutions Zone
4:45 Interactive Roundtable Discussions – New!
After a jam-packed day of big picture keynotes, panel discussions, case studies, and presentations, the 2nd Life Settlements & Longevity Summit
gives you the chance to meet and brainstorm with small groups of your peers during our interactive roundtable discussions. This is a great
opportunity to make valuable contacts from your area of interest, and to deep-dive into the tricky details that you may have missed in the course of
the day’s sessions. Discussion topics at the conference include:
A. Reducing the Costs of Carry:
Driving Investment Returns by Enhancing Efficiency within your Administrative, Tracking & Portfolio Servicing Activities
B. Understanding the Factors Involved in Portfolio Valuation:
Should Investors have Confidence in the Prices of Life Settlement Pools?
C. Liquidity Solutions for Distressed Life Settlement Portfolios:
Evaluating Options to Bridge Liquidity Gaps and Unlock Future Value
D. Pure Longevity vs. Life Settlement Pools:
Comparing Synthetic Structures with Traditional Cash Investments in the Asset Class
E. Bespoke Medical Underwriting vs. Off-The-Shelf:
Enhancing the Transparency of your Portfolio Valuations through a More Granular Analysis of Policies
F. Combating STOLI Without Violating Consumer Rights:
Is there a Future in Premium Finance?
5:45 Cocktail Reception & End of Main Conference Day One
Sponsored by
Pension & Endowment Think Tank – New!General Session
The following sessions will run concurrently
Main Conference Day 1
...continued
“I was impressed by the quality of the attendees – we made important new contacts.”
- Ward Bondurant, Partner, Morris Manning & Martin, LLP

5. 7:45 Registration & Coffee
8:30 Chairman’s Opening Remarks
8:45 What Pension & Endowment Funds are Looking For in
Life Settlements: Transparency, Institutionalization, and
the Future of the Asset Class
• Evaluating the benefits of life settlements for pension funds seeking a non-
stock market correlated asset class with low volatility levels
•
Identifying the common obstacles to investments in life settlements by
pension funds and other institutional investors
•
Assessing the suitability of longevity-based investments for an LDI-style
strategy
• Comparing life settlement investments with synthetic longevity products
•
Examining the progress made towards “institutionalizing” the asset class
•
Mapping out the timelines for full asset class maturity: When will life
settlements come of age and what value will they deliver within a pension
fund allocation plan?
Antony Mott
Managing Director, Structured Insurance Products
ICAP
Rene Nunez
Chair, Investment Committee
Texas Permanent School Fund
Additional Pension Funds & Endowment Funds to be announced - Call
Dhaval Thakur @ +1-416-597-4754 or Email : dhaval.thakur@iqpc.com
9:30 Life Settlements & Taxation: Understanding What the
New Rulings Mean for your Investments
Roger Lorence
Tax Group, Partner
Sadis & Goldberg LLP
Steven Huttler
Financial Services Group, Of Counsel
Sadis & Goldberg LLP
10:15 Networking Break in Solutions Zone
10:45 Examining the Role of Rating Agencies Within a Life
Settlement Securitization
• Examining the methodology used in rating a life settlements securitization:
-Performing due diligence on policy origination
-Creating boundaries for mortality degradations
-Stress-testing life settlements based on policy size
-Applying lags to the collection of death benefits, to better simulate actual
collection patterns
-Applying credit stress tests and default stress tests
•
What does the rating signify, and can it be trusted?
Emmanuel Modu
Managing Director and Global Head of Structured Finance
AM Best
11:10 Securitization of a Life Settlements Pool: Uncovering
New Opportunities for New Kinds of Investors
•
Understanding what securitization means for the long term future of the
life settlements space
•
A closer look at the AIG embedded value securitization and its implications
for the life settlements market
•
Examining the investment characteristics of securitized life settlements:
What new types of investors stand to benefit from these securities?
•
Does securitization bring any dangers? Avoiding mistakes made in the
mortgage-backed securities space
Emmanuel Modu
Managing Director and Global Head of Structured Finance
AM Best
Wai-Keung Tang
Managing Partner
Kappa-Life
Isaac Efrat
Senior Managing Director
Aladdin Capital
Michael Crane
Managing Director
Coventry
Rachel B. Coan
Partner
Katten Muchin Rosenman LLP
5 Register Now! Call Dhaval Thakur @ +1-416-597-4754 or Email : dhaval.thakur@iqpc.com
Main Conference Day 2
Thursday, October 1, 2009
11:50 Medical Life Expectancy Debate - The Future of Human Longevity
Is Radical Human Lifespan Extension Within Our Grasp?
Dr. Aubrey De Grey
Chairman & Founder
Methuselah
Foundation
Dr. Jay Olshanksy
Professor of Epidemiology
University of Illinois at
Chicago
VS
YES
“Aging is the lifelong accumulation of bodily damage. Its immense
complexity focuses gerontologists on modest medical goals: essentially,
optimizing our natural anti-aging defenses. Skeptics like Jay neglect the
burgeoning field of regenerative medicine, which promises repair of bodily
damage, and which could therefore postpone aging indefinitely. In fact,
experts in all relevant strands of regenerative medicine now aim to treat
aging - despite what Jay says!
I thus estimate a 50% chance of radical life extension arriving in 25-30 years.
Moreover, corresponding results in mice could occur within ten years, which
will alter public expectations and force dramatic changes in policy.”
NO
Radical life extension is not going to happen (if it ever happens) in time
to influence any of the investment decisions made by those involved with
life settlements or insurance linked securities. Nothing in gerontology
even comes close to fulfilling the promise of dramatically extended
human lifespans – despite what Aubrey says!
However, anyone interested in investing in life settlements should
develop a sound understanding of the biological and demographic
dynamics that drive mortality trends at older ages. Attending this debate
will deepen your understanding of the factors that affect longevity, and
may make you a smarter investor.
1:00 Networking Lunch & End of Main Conference

6. Register Now! Call Dhaval Thakur @ +1-416-597-4754 or Email : dhaval.thakur@iqpc.com6
Post Conference Workshops
Thursday, October 1, 2009
2:00 pm - 4:00 pm (Registration at 1:45 pm)
In spite of the significant opportunities in the life settlements space,
investments in the asset class remain complicated and there are significant
pitfalls for investors who don’t conduct the right due diligence, actuarial,
and economic analyses before purchasing. If you’re evaluating the
marketplace, but have yet to allocate capital, this extended workshop is
for you. You’ll walk away with practical strategies for safeguarding your
life settlements portfolio and significantly enhancing the security of your
investment.
What You Will Learn:
•
Understand the importance of achieving financial and legal protection for
your investment
•
Utilize water-tight due diligence processes to ensure pristine policy
origination and eliminate the possibility of future contestability issues
•
Stochastically simulate portfolio performance to determine best and
worst case scenarios
•
Understand how to make use of both primary and secondary LE analysis
How You Will Benefit:
•
Achieve confidence in portfolio pricing by making a more thorough
analysis
•
Negotiate more effectively with third parties, and achieve more favorable
pricing arrangements
•
Reduce contestability issues by sourcing clean, uncompromised policies
Workshop Leader to be announced – Call
Dhaval Thakur @ +1-416-597-4754 or Email : dhaval.thakur@iqpc.com
“Immunizing” the Secondary Market Buyer: The 5 Things You MUST Do Before Buying a Life Settlements
Portfolio
A
4:00 pm – 6:00 pm (Registration at 3:45 pm)
The normal strategy for investing in the secondary market is to purchase a
ready-made portfolio of life settlements. While purchasing an existing pool
of insurance policies may appear to be a quick way for fund managers to
enter the market, there is also an alternative view: namely that the time
and energy needed to perform the proper due diligence on an existing
portfolio of policies is better allocated to building a new portfolio from
scratch.
What You Will Learn:
•
Weigh up due diligence activity on an existing life settlements portfolio
with the time needed to create a customized portfolio: Where is your
time better spent?
•
Define the parameters of your portfolio: Align risk, price and volatility
factors with your overall investment strategy
•
Select between LE market segments: 2-4 year LEs vs. 12 years+
•
Examining the mechanics of life settlement aggregation: Painless
strategies for producing a transparent, optimized portfolio
How You Will Benefit:
•
Invest in life settlements without due diligence headaches
•
Determine the characteristics of your portfolio in advance
•
Design a life settlements portfolio that better suits your overall
investment strategy
Workshop Leader to be announced – Call
Dhaval Thakur @ +1-416-597-4754 or Email : dhaval.thakur@iqpc.com
Custom-Building a Life Settlements Portfolio: Leveraging the Latest Policy Aggregation Techniques to
Construct a Bespoke Portfolio with Pre-Determined Size, Risk, and Performance Attributes
B
"Investors are attracted to life settlements because insurance is seen as a
noncorrelated alternative asset. Life settlements provide noncorrelated
diversification because insurance policies are independent of the factors
contributing to economic downturns, such as interest rate fluctuations
and increasing fuel cost. As a result, life settlements are one way to
reduce a portfolio's exposure to sudden downturns in the stock and
bond markets," – Conning Research & Consulting
“Experts predict explosive growth in life settlements over the next
decade as a result of increasing amounts of institutional capital being
pumped into the system as well as a growing demographic of elderly,
well-off individuals to ensure a generous supply of life insurance
policies.” – Nuwire Investor Magazine

7. Register Now! Call Dhaval Thakur @ +1-416-597-4754 or Email : dhaval.thakur@iqpc.com7
About Our Sponsors
Sponsorship And Exhibition Opportunities
Sponsorships and exhibits are excellent opportunities for your company to showcase its products and services to high-level, targeted decision-makers
attending the 2nd Life Settlements & Longevity Summit. IQPC and Finance IQ help companies like yours achieve important sales, marketing and
branding objectives by setting aside a limited number of event sponsorships and exhibit spaces – all of which are tailored to assist your organization in
creating a platform to maximize its exposure at the event.
For more information on sponsoring or exhibiting at the Life Settlements & Longevity Summit, please contact Dhaval Thakur at (416) 597-4754 or
dhaval.thakur@iqpc.com.
About the Organizer
Finance IQ, the financial division of IQPC, produces the world’s most cutting-edge and strategic financial
conferences across the US, Europe, Asia and the Middle East every year, educating almost 5,000 high-level
executives annually. Our comprehensive events provide an unbiased, specialized forum where you can
discuss the issues most important to you and network with industry leaders.
For over 25 years, Coventry has been redefining insurance. Founded in 1982, Coventry began as an insurance marketing, product development
and policy administration firm. Known as a leading innovator in the industry, Coventry assisted insurance carriers in the development of product,
software and distribution. It established itself as one of the top corporate life insurance companies in America during the 1990s, servicing over
70,000 policies for its corporate clients. In 1998, Coventry created the secondary market for life insurance in the United States and coined the
term “life settlement”. As the market leader, Coventry has structured and financed transactions representing more than $25 billion of death
benefit and has been a key driver behind the market’s rapid growth. Today, Coventry is the largest purchaser and servicer in the longevity and
mortality market, employing more than 200 people. Based in Pennsylvania, Coventry was the first secondary market firm to earn Standard and
Poor’s highest servicer ranking (2004 and reaffirmed in 2006). In 2005, Coventry was first in revenue in the insurance category of the annual Inc.
500 listing of the fastest growing private companies in America. Website: www.coventry.com
At LIFE EQUITY, our pricing philosophy is governed by the standard that two policies with the same criteria will receive the same offer. We believe
this approach results in consistent and higher payments to owners of life insurance policies who wish to integrate a life settlement into their
financial planning. Our funding comes from top-rated financial institutions and not from private investors. LIFE EQUITY makes direct contact with
policy owners or their intermediaries regarding offers made. This practice assures a more efficient and expeditious process. Website:
www.lifeequity.net
As one of the world’s leading banks, Credit Suisse provides its clients with investment banking, private banking and asset management services
worldwide. Credit Suisse offers advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-
net-worth private clients globally, as well as retail clients in Switzerland. Credit Suisse is active in over 50 countries and employs approximately
48,000 people. Credit Suisse’s parent company, Credit Suisse Group, is a leading global financial services company headquartered in Zurich.
Credit Suisse Group’s registered shares (CSGN) are listed in Switzerland and, in the form of American Depository Shares (CS), in New York. The
Life Finance Group at Credit Suisse is a dedicated group of over 90 professionals with backgrounds in various industries which include insurance,
banking, structuring, sales and risk management based in New York, London and Hong Kong. Website: www.credit-suisse.com
Established in 2008, Peachtree Asset Management, Ltd. (“PAM”) is a UK based investment manager focused on providing global institutional
investors direct access to non-correlated alternative assets acquired directly from premier originators in the U.S. PAM focuses on assets that
represent high quality, illiquid deferred payment obligations including life settlements, structured legal settlements, lottery winnings and selected
insurance and annuity products. Website: www.lumpsum.com
Founded in 1912, Rosenman & Colin LLP was a distinguished New York firm with a nearly century-long reputation for providing the highest
quality legal work and client service. After merging in 2002 with Katten Muchin Zavis to become Katten Muchin Zavis Rosenman, the firm was
renamed Katten Muchin Rosenman LLP on May 2, 2005. Katten is a full-service law firm with more than 600 attorneys in locations across the
United States and an affiliate in London. The firm’s business-savvy professionals provide clients in numerous industries with sophisticated, high-
value legal services, with a focus on corporate, litigation, financial services, insurance capital markets, real estate, tax planning, commercial
finance, intellectual property and trusts and estates. Among our clients are a wide range of public and private companies, including a third of the
Fortune 100, as well as a number of government and nonprofit organizations and individuals. Website: www.kattenlaw.com
Sadis & Goldberg LLP is nationally recognized for its formidable financial services practice that consists of representing hundreds of investment
advisers and related investment entities (including hedge funds, private equity funds and venture capital funds). Similarly, the firm provides
regulatory and compliance advice and representation in connection with SEC enforcement proceedings. Notwithstanding the emphasis on the
financial services industry, the firm also provides a full range of litigation, real estate, intellectual property and corporate services to our clients.
Website: www.sglawyers.com
Fasano Associates is a leading underwriting firm, serving the life, annuity and life settlement markets, with particular expertise in over-65 and
impaired life mortality. Fasano’s estimates of life expectancy are considered the most accurate in life settlement market, with an Actual to
Expected accuracy ratio of 96% estimated in two successive independent actuarial evaluations. Contact Fasano at www.fasanoassociates.com.
Website: www.fasanoassociates.com
AllFinancial Group Inc. and affiliates are a major participant and principal investor in life settlements. AFG has developed an integrated business
model that spans the life settlement and premium finance markets. AFG's operations include 1) a life settlement provider, 2) a life settlement
servicing operation, 3) portfolio origination and trading platform, 4) a licensed premium finance lender, and 5) an asset management platform
that manages several investment vehicles that invest in life settlement and premium finance portfolios, including a 50/50 joint venture ("JV")
with an international financial services firm. AllFinancial Group LLC ("AFG") will co-invest with investors to ensure alignment of interests. AFG
posses an exceptional track record of originating and actively managing life settlement assets. Founded in 1997, AFG has originated over $4
billion in life settlement face value for sale to the market has purchases over $1 billion in face value for its own account. Over the past four years,
AFG has invested over $170 million in combined institutional and proprietary capital, achieving exceptional average annual returns (available
upon request). Website: www.allfinancialgroupllc.com

8. Team Discounts & Exclusive Promotions Call
Dhaval Thakur @ +1-416-597-4754
Register Now! Call Dhaval Thakur @ +1-416-597-4754 or Email : dhaval.thakur@iqpc.com
Registration Information
Please note multiple discounts cannot be combined.
A $99 processing charge will be assessed to all registrations not
accompanied by credit card payment at the time of registration.
MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: IQPC
* CT residents or people employed in the state of CT must add 6% sales
tax.
TEAM DISCOUNTS
For information on team discounts, please contact IQPC Customer Service
at 1-800-882-8684. Only one discount may be applied per registrant.
Special Discounts Available: A limited number of discounts are available
for the non-profit sector, government organizations and academia. For
more information, please contact Dhaval Thakur @ 416-597-4754
Details for making payment via EFT or wire transfer:
JPMorgan Chase - Penton Learning Systems LLC dba IQPC: 957-097239
ABA/Routing #: 021000021
Reference: Please include the name of the attendee(s) and the event number: 17092.002
Payment Policy: Payment is due in full at the time of registration and includes lunches, refreshment and detailed
conference materials. Your registration will not be confirmed until payment is received and may be subject to cancellation.
Special Dietary Needs: If you have a dietary restriction, please contact Customer Service at 1-800-398-1966 to
discuss your specific needs.
©2009 IQPC. All Rights Reserved. The format, design, content and arrangement of this brochure constitute a
trademark of IQPC. Unauthorized reproduction will be actionable under the Lanham Act and common law principles.
Please see the website at www.lifesettlementsummit.com for an explanation of Hedge Funds, Pension Funds, Endowment Funds & Asset Managers and All Others.
Qualified Investors (Pension Funds, Endowment Funds, Hedge Funds and Asset Management Firms)
June 19, 2009 July 3, 2009 July 17, 2009 July 31, 2009 August 28, 2009 Standard Price
Conference Only (Save $900) (Save $800) (Save $600) (Save $400) (Save $200)
$599 $699 $899 $1,099 $1,299 $1,499
All-Access Pass (Save $1,198) (Save $1,098) (Save $898) (Save $698) (Save $498) (Save $298)
(Main Conference $1,399 $1,499 $1,699 $1,899 $2,099 $2,299
+ 2 Workshops)
Workshop(s) $549 each $549 each $549 each $549 each $549 each $549 each
All Others (banks, life settlement providers, law firms, consultants, LE providers, medical underwriters, life settlement exchanges, software
providers, rating agencies, and all other companies)
July 31, 2009 August 28, 2009 Standard Price
Conference Only (save $600) (save $300)
$1,899 $2,199 $2,499
All-Access Pass (Save $998) (Save $698) (Save $398)
(Main Conference + 2 Workshops) $2,599 $2,899 $3,199
Workshop(s) $549 each $549 each $549 each
YES! Please register me for
Name ____________________________________________________________ Job Title _________________________________________________
Organization______________________________________________________ Approving Manager________________________________________
Address _____________________________________________ City___________________________________State__________Zip__________
Phone________________________________________________E-mail_________________________________________________________________
❑ Please keep me informed via email about this and other related events.
❑ Check enclosed for $_________ (Payable to IQPC) ❑ Charge my ❑ Amex ❑ Visa ❑Mastercard ❑ Diners Club
Card #_______________________________Exp. Date___/___
❑ I cannot attend, but please keep me informed of all future events.
4 EASY WAYS TO REGISTER:
2
1
3
4
Call: 1-800-398-1966 or 1-416-597-4754
Email: Dhaval.thakur@iqpc.com
Fax: 1-416-598-7934
Mail: IQPC
60 St. Calir Ave, E. Suite 304
Toronto, ON M4T 1N5
2nd
Life Settlements
& Longevity SummitTM
❑ Conference Only ❑ All Access Pass ❑ Workshop A ❑ Workshop B
Sponsors:
TLS/DPT