“Institutional investors purchased more than $2.1 billion worth of U.S. life insurance face value in 2016 and recent favorable changes to the U.S. federal tax laws suggest that the life settlement market is well-positioned for continued growth,” said Darwin Bayston, president and chief executive officer of LISA. “This year’s investor conference will include a market review and forecast, legislative and regulatory updates, information on capital availability and deal flow, and an in-depth analysis of investment performances in the asset class.”
LISA’s Life Settlement Institutional Investor Conference is the hallmark event that brings together professionals from pension funds, hedge funds, family offices, foundations and endowments for updates on the latest developments in the life insurance secondary market. To register now, please click here.
The conference will open with a life insurance market update from featured speaker Colin Devine, a veteran of the life insurance industry and consultant to both the insurance and investment management sectors. Mr. Devine will focus his remarks on the potential impact of the evolving primary life insurance market on the health and activity of both the secondary and tertiary markets served by the life settlement industry.
The conference will also feature a special presentation by S. Jay Olshansky, Ph.D., Professor in the School of Public Health at the University of Illinois at Chicago. Dr. Olshansky is one of the nation’s leading academic experts on the study of longevity. His session will address some of the recent innovations in predictive algorithms for estimating life expectancy and the quest for improved underwriting throughout the industry.
The event will close with a session led by Anthony Tempesta, principal partner at Ernst & Young, and a thought leader in the field of organizational change management in the financial services industry. Mr. Tempesta will discuss how “Insurtech” is changing the traditional model of life insurance and offer his insights into how these changes are likely to impact the life settlement industry in the years ahead.
Other conference sessions will include:
- Building a Portfolio: Evaluating COI Risk – presented by Matthew Sheridan, consultant to QuantRes, and Mark Venn, managing director and chief executive officer of ClearLife, Ltd.;
- The Supply Side – presented by Jeffrey Bollerman, managing director of Houlihan Lokey, and Jay Jackson, vice president of capital markets at Abacus Life Services; and
- Investment Performance – presented by Bill Corry, owner of Corry Capital Advisors, and Dan Young, senior managing director of Vida Capital Inc.
“In addition to the educational sessions, the conference schedule includes dedicated time set aside for professional networking between attendees,” said Bayston. “Whether your organization is already investing in the life settlement space or you are only considering the option, this event is a one-stop shop for institutions seeking information about life settlements as an asset class.”
LISA’s Institutional Investor Conference has sold out five years in a row. Discounted conference registration fees and hotel room rates are available for anyone who registers by Friday, February 2nd. For more information or to register now, please go to www.lisa.org.
About the Life Insurance Settlement Association
The Life Insurance Settlement Association (LISA) is the nation’s oldest and largest organization representing participants in the life settlement Industry, with a current membership of more than 90 companies doing business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. The mission of LISA is to promote the development, integrity and reputation of the life settlement industry, to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. For more information, visit www.lisa.org.