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2010
LIFE SETTLEMENT TRADE MISSION
MORE
INFORMATION
SPONSORS
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Venue Sponsors |
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Catalyst
Investment Group provides a range of Investment
Offers, Structured Products and Tax Efficient
Investments. Details of our Corporate Finance
and Private Client Stock Broking Services can be
found on our website
www.catalystinvestment.co.uk
Catalyst Investment Group Limited is Authorized
and Regulated by the Financial Services
Authority (FSA). Registered in England and
Wales, number 4031316 at 125 Old Broad Street,
EC2N 1AR. |
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Carlisle
Management Company is a fund management firm,
based in Luxembourg, specializing in alternative
asset classes, such as the secondary market for
life insurance, more commonly known as Life
Settlements. The mission of Carlisle Management
Company is to achieve the highest standards in
all areas of our business, including accurate
investment analysis, robust decision making
procedures and strong investment performance.
Carlisle Management Company has pulled together
one of the best teams in the asset class with
years of experience, technical know-how, and
relationships, making Carlisle the gold standard
for others to follow in the marketplace.
www.carlislelux.com |
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Life Equity is a
national leader in the life settlement market.
Since its formation in August 2000, Life Equity
has offered a professional business approach to
life settlements. Life Equity is respected for
its integrity and fairness in dealing with all
parties involved in a life settlement
transaction, its protection of the legal,
financial and reputational interests of the
institutional investors with which it works, and
its adherence to the highest regulatory, legal
and ethical business practices in the life
settlement market. In addition to being a
licensed provider in virtually every state that
regulates life settlements, Life Equity offers a
comprehensive platform for investors in life
settlements by providing consulting, modeling,
policy servicing and asset management expertise.
Life Equity co-founded the Life Settlement
Institute. www.lifeequity.com |
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Venue Supporter |
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Fundabilis GmbH is Zurich based
asset manger specialized in US Life Settlements
and structured solutions. The company focuses in
complex structures in traditional as well as in
non-traditional markets. This enables Fundabilis
to offer a broad range of Life Settlement based
investment solutions. The Company is owner
managed and teams up with private and investment
banks, and fund providers to construe structured
solutions and funds. Fundabilis is a fund
distributor authorized by the Swiss Financial
Market Supervisory Authority (FINMA). The
company is, based on article 24 of the Swiss
Federal Act on the prevention of money
laundering in the financial sector, member of
the self regulatory body Polyreg, Zurich. |
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AA-Partners Ltd. (AAP)
is a Switzerland based and registered
independent investment boutique founded in
January 2007 and domiciled in Zurich. We are
specialized in the creation of innovative
investment solutions that generally have a very
low correlation to financial markets as well as
the evaluation and monitoring of the best suited
asset managers globally to execute these
solutions. Our focus currently is on traded life
insurance policies in the US market, so called
life settlements. AAP is the sponsor of the AAP
Life Settlement Index which serves as industry
benchmark. We offer investors actively managed
fund solutions, tailor-made mandate solutions as
well as advisory services. |
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Premier Sponsor |
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Coventry created
the secondary market for life insurance in the
US, opening a wealth of opportunities for
consumers, financial professionals and
institutional investors alike. Our efforts have
delivered more than $2.8 billion to policyowners.
And provided global institutions with
unparalleled access to the $22 trillion US
longevity market. As the market leader, we
continue to drive the industry forward. By
expanding opportunities for consumers with new
transactions like SWAPP and Simplified
Settlements. By developing custom solutions for
institutions seeking the uncorrelated
performance and low volatility of
longevity-linked assets. And by setting new
standards of excellence in everything we do. We
are making life insurance more flexible, more
powerful, more valuable. And it will never be
the same. |
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Mission Sponsor |
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Habersham Funding,
LLC ("Habersham Funding") is the authority in
the life settlement market. With powerful
experience in the life settlement industry and
as life insurance agents, the principals at
Habersham Funding have the know-how to transact
the most complex and challenging life settlement
transactions. Through solid relationships with
multiple leading financing entities, Habersham
Funding provides a comprehensive selection of
settlements.
Habersham Funding is the life settlement
provider of choice for life insurance agents,
brokers, attorneys, financial advisors and
policyholders in the know. They understand that
Habersham Funding has the experience they seek,
and the financial capability to buy the widest
variety of life insurance policies – including
term, whole, universal, variable, group, joint
survivorship, and corporate and trust-owned.
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Media Partners |
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PRIVATEBANKING.COM
PROVIDES LEAD GENERATION, BRANDING AND GLOBAL
REACH TO FINANCIAL SERVICE PROVIDERS. THE SITE
ALSO OFFERS THE FIRST SOCIAL NETWORK PLATFORM
EXCLUSIVELY AIMED AT THE NEEDS OF HIGH NET WORTH
INDIVIDUALS, BANKERS AND FINANCIAL SERVICE
PROFESSIONALS.
With roughly 800,000 unique visitors per month
privatebanking.com is the world’s leading
internet portal for Private Banking and Wealth
Management. We facilitate the search for
financial service providers, generate leads and
help our subscribers with building strong brand
recognition.
Privatebanking.com’s Bankers’ Network is an
online community that caters to the needs of
high net worth individuals, bankers and
financial service professionals. The aim of the
platform is to foster business development,
career building and opportunities in all areas
related to the global wealth management
industry. |
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Life Settlement
Review is published monthly by the Life
Insurance Settlement Association (LISA), the
most recognized and trusted trade group in the
life settlement industry. LISA has been serving
as the industry’s leading advocate for more than
13 years. From LEGISLATION to REGULATION, COURT
CASES to SECURITIZATION, Life Settlement Review
covers all the major issues affecting the life
settlement world. The publication features
in-depth interviews with top industry leaders
and editorial commentary by well known life
settlement experts. Subscribers also receive the
latest industry news and business development
advice. |
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SPOT FRESH
OPPORTUNITIES IN SECURITIZATION
Every week, Asset-Backed Alert steers
subscribers to money-making deals in the global
market for securitized consumer loans, home
mortgages and corporate receivables. The
newsletter also guarantees your edge in the
growing CDO market. See for yourself by signing
up for a three-issue FREE trial subscription to
Asset-Backed Alert. To start your free trial,
call 201-659-1700 or visit www.ABAlert.com. |
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BarclayHedge
offers one of the fastest growing, most accurate
and up-to-date hedge fund databases, fund of
funds databases, and CTA databases available.
Founded in 1985, Barclay provides services as a
publisher, industry consultant, and is a leading
source of research in the field of alternative
investments. Barclay’s 18 hedge fund indices and
10 managed futures indices are utilized
worldwide as performance benchmarks for hedge
funds and managed futures. |
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Life Settlement
Fastintel is a twice monthly, round-up of the
latest life settlement industry news. Our
editors keep an eye on the latest longevity
investment developments; identify the major
headlines and events to ensure our members have
smart and actionable intelligence. Each edition
provides the headlines and links to information
sources delivered to your inbox and mobile
devices. |
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Global Fund Wire
is a dedicated news service for institutional
investors and their fund managers. The content
is weighted towards the traditional , long-only
sector within this industry. The site includes
news on updates on new fund launches, investment
trends, regulatory news and distribution
strategies, and a regular series of market
surveys and fund manager interviews. Global Fund
Wire produces a free daily newsletter covering
essential news and features within the asset
management industry. |
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