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2010
LIFE SETTLEMENT TRADE MISSION

 

LONDON
FEB 23-24
AGENDA | LOCATION | REGISTRATION
LUXEMBOURG
FEB 24-25
AGENDA | LOCATION | REGISTRATION
ZURICH
FEB 26
AGENDA | LOCATION | REGISTRATION

 

 

MORE INFORMATION
 

SPONSORS
 

Venue Sponsors

 

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.

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

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
   

Venue Supporter

 

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.

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.

   

Premier Sponsor

 

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.

   

Mission Sponsor

 

 

 

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.
   

Media Partners

 

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.

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.

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.

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.

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.

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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