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“Informative, well put-on, and great networking!”                              Register for the All-Access Pass
                             - Matthew Browndorf, Founder & CIO, Browndorf PEM                         by February 5th and   SAVE $949!



                                   3rd
              Life Settlements
             & Longevity
             Summit
                                                               TM




    Enhancing your Returns through
    Strategic Investments in Life Settlements,
    Longevity-Linked Assets, Synthetics & Life                                                         March 24 – 25, 2010
    Settlement Securitizations                                                                         Sentry Conference Center
                                                                                                       New York, NY

30+ industry-leading speakers, including the following
thought-leaders, fund managers and investors:
            Jonathan Sadowsky            Rocky Roland                            Bjorn Schmolck                   David Nelson
            Managing Director of         CFA, Founder                            Co-Founder                       VP & Chief Operating Officer
            Finance                      Alternative                             Traymar Capital Ltd              Chartwell Asset
            Browndorf PEM                Investment Services                                                      Management

            Eamonn Ling                  Arthur Bowen                            Benjamin Geber                   Robert Clayton Lau
            Head of Investments          Investment Director                     CEO & Managing Partner           President and Chief
            Catalyst Investment          Tranen Capital                          Bally Capital Management         Executive Officer
            Group                                                                                                 Clayton Dunning Partners

                                    70% of speakers new for 2010!

New for 2010:                                                                                   Keynote Speakers:
•   Multi-strategy hedge fund perspectives on accessing the longevity                                       How Long Will We Live in
    asset class                                                                                             the 21st Century?
•   Transitioning to the tertiary market: Implications for investors, brokers
                                                                                                            David Kekich
    and providers
                                                                                                            President & CEO
•   Browndorf PEM workshop on engineering life settlement hybrid                                            Maximum Life Foundation
    products
•   Accessing the expanding Islamic finance market through Shari’ah-compliant                               NASAA’s Role in the Future of
    longevity investments                                                                                   Life Settlements Regulation
•   Responding to the twin imperatives of privacy and transparency
                                                                                                            Fred J Joseph
•   Overcoming the challenge of negative PR                                                                 Commissioner
•   Investment best practices for pension funds and institutional investors                                 Colorado Securities Commission


Sponsors:                                                      Media partners:




              1-800-882-8684 •                          www.lifesettlementsummit.com
3rd                                                                                     An Outstanding Line-

         Life Settlements                                                                                             up of Investors, Fund
                                                                                                                      Managers and
                                                                                                                      Industry Experts:
        & Longevity                                                                                                   •   Commissioner Fred J Joseph, Colorado
                                                                                                                          Securities Commission & Chairman, Life

        Summit
                                                      TM
                                                                                                                          Settlements Committee, North American
                                                                                                                          Securities Administrators Association
                                                                                                                          (NASAA) – New!
                                                                                                                      •   David Kekich, President & CEO,
                                                                                                                          Maximum Life Foundation – New!
                                                                                                                      •   Ari Glass, President, Paine Heights
                                                                                                                          Capital Management – New!
          Dear Colleague,                                                                                             •   Bjorn Schmolck, Co-Founder, Traymar
                                                                                                                          Capital Ltd – New!
         2010 looks set to be one of the most
                                                eventful for the life settlements mark                                    Peter Dodd, Fund Director, Fortress
         continuing at a blistering pace alon                                          et, with innovation            •
                                             gside new regulatory pressures,                                              International Fund Management – New!
         dynamics, and increasingly prob                                          shifting investment
                                             lematic PR.
                                                                                                                      •   Matthew Browndorf, Founder & Chief
            Following a misleading portrayal in                                                                           Investment Officer, Browndorf PEM
                                                    the New York Times in late 2009,
            industry has been coming under incre                                            the life settlements
                                                       asing scrutiny – not all of it justified.                      •   Jonathan Sadowsky, Managing
            to be that some form of federal over                                                   The upshot seems
                                                      sight is coming to the marketplace                                  Director of Finance, Browndorf PEM –
            details remain uncertain. What will                                                in 2010, but the
                                                    the impact be for investors, providers                                New!
            participants? How will the new fede                                                 , and other market
                                                     ral oversight interact with existing
           which already exhibit significant varie                                           state regulations,       •   Benjamin Geber, CEO & Managing
                                                      ty? If you’re concerned about the                                   Partner, Bally Capital Management –
           environment, you won’t want to miss                                                new regulatory
                                                       a much-awaited keynote address                                     New!
           Fred Joseph, Colorado Securitie                                                    from Commissioner
                                                  s Commissioner and Chairman
           Settlements Committee, who will                                               of NASAA’s new Life          •   Eamonn Ling, Head of Investments,
                                                     not only speak about the new com
           regulating life settlements but more                                              mittee’s role in             Catalyst Investment Group
                                                     broadly about the future of regulatio
           particularly at the federal level. See                                               n in the space,
                                                   page 4 for further details.                                        •   Rocky Roland CFA, Founder, Alternative
          At the same time, exciting new struc                                                                            Investment Services – New!
                                                     tures and investment strategies cont
          innovation that is needed to overcom                                                 inue to supply the     •   William Fink, Partner, Delta Derivatives
                                                      e challenges like longevity extension
         imposed restrictions. “Fusion” prod                                                     risk and investor-       LLC – New!
                                                    ucts, which involve the blending of
         alternative investment types, have                                                   life settlements with       Gene Miao, Managing Director,
                                                recently been touted as an exciting                                   •
         longevity risk – and are finally start                                            hedging tool for               Highland Capital Management
                                                 ing get the coverage they deserve.
         honored to welcome back Matthew                                                  In this light, we are
                                                      Browndorf from Browndorf PEM                                    •   Arthur Bowen, Investment Director,
         an in-depth workshop on the struc                                                      who will be leading
                                                turing challenges of life settlemen                                       Tranen Capital – New!
        further details). Shariah-compliant                                             t hybrids (see page 3 for
                                                    investment strategies have simil
        to expand the investor universe for                                                 arly emerged in 2009      •   David Nelson, VP & Chief Operating
                                                  this promising, non-correlated asset
                                                                                            class – see page 4.           Officer, Chartwell Asset Management
        With over 70% of speakers new                                                                                     – New!
                                                for 2010, Finance IQ continues to
        keynotes, fund managers and inves                                                deliver perspectives,
                                                tors that you won’t find anywhere                                     •   Zach Murphy, Director, CRE & Longevity
        confirmed to speak include Paine                                                 else. New hedge funds
                                               Heights Capital, Traymar Capital,                                          Risk, Silverpoint Capital LLC – New!
       Bally Capital Management, Silve                                                     Fortress, Tranen,
                                                rpoint and Clayton Dunning, amo                                           Thomas Schmitt, Managing Partner,
       Furthermore, we are extremely excit                                                  ng many others.           •
                                                 ed to feature a keynote guest addr                                       Augur Capital LLC
       President & CEO of the Maximum                                                     ess by David Kekich –
                                                    Life Foundation – who will deliv
       thought-provoking insights into the                                                er fascinating and          •   Beat Hess, Managing Partner, AA
                                                  future of human longevity. Kekich
       venture capital investor who turned                                               – an ultra-successful            Partners
                                                  his life to aging research after a perso
       young age – also boasts one of the                                                     nal tragedy at a
                                                most inspiring stories of any of our                                  •   Andrew Terrell, Principal, Atlantic Street
       More details on his unique address                                                  keynote speakers.
                                                can be found on page 6.                                                   Fund Management Partners
      It’s truly an exciting time to be evalu                                                                         •   Robert Clayton Lau, President and
                                                ating and/or investing in longevity                                       Chief Executive Officer, Clayton Dunning
      look forward to meeting you in New                                                -based assets. I greatly
                                                   York next March, at the third insta                                    Partners – New!
      successful life settlements series.                                                 llment of IQPC’s
                                                                                                                      •   Michael Freedman, SVP, Government
      Kind regards,                                                                                                       Affairs, Coventry
                                                                                                                      •   Scott Willkomm, SVP, Business
                                                           Don miss the Browndorf
                                                               ’t                                                         Development, Coventry

                                                           PEM workshop on “fusion
                                                                                 ”                                    •   P. A. Corky Gillis, Author, “The Death
                                                                                                                          Bond Conspiracy” – New!
      Toby Donovan                                         life settlement products
      Program Director
                                                           – see page 6!
                                                                                                                      Who Will Attend:
                                                                                                                                        ■ 8%     Pension Funds &
                                                                                                                                                 Institutional Investors
                                                                                                                                        ■ 22% Hedge Funds
    For investors interested in life settlements, there are exciting opportunities but                                                  ■ 15% Asset Management
                                                                                                                                              Firms & Other
      a number of pitfalls too that can catch the unwary. Attending IQPC’s Life                                                               Buyside
                                                                                                                                        ■ 15% Banks
       Settlements conference is a great way to make sense of this promising,
                                                                                                                                        ■ 15% Life Settlement
                        uncorrelated, yet challenging asset class                                                                             Companies
                                                                                                                                        ■ 10% Law Firms
                 – Christopher McGlashan, Special Counsel, Stroock & Stroock & Lavan, LLP
                                                                                                                                        ■ 10% LE Provers &
                                                                                                                                              Underwriters
                                                                                                                                        ■ 5%
2          1-800-882-8684 www.lifesettlementsummit.com                                                                                           Other
Main Conference Day 1
    Wednesday, March 24, 2010

    7:30    Coffee & Registration                                                       11:15   Investor Perspectives on Longevity
                                                                                                Derivatives: Trading Strategies to
    8:15    Chairman’s Opening Remarks                                                          Deliver Enhanced Returns
                                                                                                •   Packaging longevity derivatives effectively for investor and insurer
    8:30    The State of the Market Today: Innovation,                                              groups
            Regulation and Consolidation                                                        •   Considerations on indices and the capturing of sample populations
            •   Examining the biggest challenges currently facing the long-term                 •   Determining the most effective use of leverage
                viability of the asset class                                                    •   Comparing return dynamics versus traditional investments in life
            •   Evaluating the success of innovation in investment product structures               settlements
            •   A closer look at the three emerging regulatory paradigms: Which                 •   Examining the scope for further innovation in the longevity
                is gaining ascendance?                                                              derivatives space
            •   Understanding the shift in market dynamics over the past year                   Bjorn Schmolck
            Scott Willkomm                                                                      Co-Founder
            SVP                                                                                 Traymar Capital Ltd
            Coventry                                                                            Benjamin Geber
            Matthew Browndorf                                                                   CEO & Managing Partner
            Founder & Chief Investment Officer                                                  Bally Capital Management
            Browndorf PEM                                                                       Beat Hess
            David Marinoff                                                                      Managing Partner
            Managing Director                                                                   AA Partners
            Guggenheim Capital
                                                                                        12:00   Keynote Address: Lifting the Lid on NASAA’s Role
    9:15    Investor Perspectives on the Asset Class:                                           in the Future of Life Settlements Regulation
            Understanding the Role Played by Life                                               •   Understanding the role of NASAA’s Life Settlements Committee in
            Settlements in a Diversified Portfolio                                                  monitoring emerging trends in the marketplace
            •   Understanding the most appealing aspects of exposure to the life                •   Examining the most significant threats to investors and consumers
                settlements investment class                                                    •   Considerations on whether the sale of life settlements should be
            •   Identifying the dangers of investing in life settlements                            regarded as securities transactions
            •   Diversification strategies for life settlement investors: Determining           •   STOLI, insurable interest, and the future of life settlements
                the most effective blends of LEs and impairment types                               regulation                                                    Keynote
            •   Linking fund structure and management style to investment                                                                                    Regulatory
                                                                                                          Commissioner Fred J Joseph                           Address
                horizons and objectives                                                                   Colorado Securities Commissioner & President
            •   Understanding the role played by life settlements in a                                    North American Securities Administrators Association
                diversified asset allocation strategy
            •   Comparing longevity-based investments with alternative portfolio        12:45   Networking Luncheon
                diversifiers
            Robert Clayton Lau                                                          2:00    The Problem Of Negative PR: Is The Life
            President and Chief Executive Officer                       Hear from               Settlements Industry Winning Or Losing The
            Clayton Dunning Partners                                    the Hedge               Publicity Battle?
                                                                          Funds                 •   Examining the major sources of negative publicity over the past 18
            David Nelson
                                                                                                    months:
            VP & Chief Operating Officer                                                        •   The sub-prime debacle, and fuzzy associations with the “spectre” of
            Chartwell Asset Management
                                                                                                    life settlement securitizations
            Gene Miao                                                                           •   Newspaper articles and press treatment
            Managing Director                                                                   •   Sleaze, fraud, and a few “bad apples”
            Highland Capital Management                                                         •   Does the life settlements industry deserve the reputation it is acquiring?
            Ari Glass
                                                                                                •   Determining the most effective strategies for winning the publicity war
            President                                                                           Eamonn Ling
            Paine Heights Capital Management                                                    Head of Investments
                                                                                                Catalyst Investment Group
    10:00   Mid-Morning Coffee & Networking Break                                               Thomas Schmitt
                                                                                                Managing Partner
    10:30   Realigning your Fund Structure with the New                                         Augur Capital LLC
            Taxation Regime: Cost-Effective Solutions for
            Responding to the IRS Guidance
            •   Understanding what the IRS rulings mean for the taxation of             2:45    Asian Investment Interest in the Life Settlements
                death benefits en-route to your fund                                            Market
                                                                                                •   Identifying the sources and types of Asia-Pacific investment capital
            •   Determining the most suitable regions for setting up a life                     •   Examining the geographical dispersal of Asian investors throughout
                settlement fund
                                                                                                    Thailand, Malaysia, Singapore, Hong Kong, and Australasia
            •   Identifying the sources of international investment capital within              •   Understanding the role that life settlements play in Asia-Pacific
                your portfolio
                                                                                                    asset allocation strategies
            •   What to do if you have both treaty and non-treaty investment sources            •   Overcoming the obstacles to attracting Asia-Pacific investment
            •   Creating transparent structures to avoid commingling headaches if
                                                                                                    capital
                setting up a fund from scratch
                                                                                                Arthur Bowen
            Roger Lorence
                                                                                                Investment Director
            Partner
                                                                                                Tranen Capital
            Sadis & Goldberg
                                                                                                Eamonn Ling
            Steven Huttler
                                                                                                Head of Investments
            Partner
                                                                                                Catalyst Investment Group
            Sadis & Goldberg


3               1-800-882-8684 www.lifesettlementsummit.com
Main Conference Day 1
    Continued

    3:30    Transitioning to the Tertiary Market: Implications                             4:45    Afternoon Guest Address: Sex, Violence,
            for Providers, Brokers and Investors                                                   and Stranger-Originated Life Insurance: The
            •   Measuring saturation levels: How much of the market has been                       Inspiration Behind the “Death Bond Conspiracy”
                settled out?                                                                       •   The inspiration for the novel
            •   Determining what the effects will be on market dynamics as                         •   Realistic? Determining the extent to which the events described in
                saturation approaches 100%                                                             the novel could theoretically occur today
            •   What does the tertiary market look like? What kinds of companies                   •   Actual tales from the fringes of the market place
                will achieve dominance?                                                                      P. A. Corky Gillis
            •   Understanding what the implications of a transitioning                                       Author
                market will be for providers, brokers and investors                                          “The Death Bond Conspiracy”
            Rocky Roland
            CFA, Founder                                                                   5:30    Cocktail Reception
            Alternative Investment Services
                                                                                           6:30    Networking Dinner
                                                                                           8:00    End of Main Conference Day 1




     Main Conference Day 2
     Thursday, March 25, 2010

    7:30    Coffee & Registration                                                                  Andrew Terrell
                                                                                                   Principal
    8:15    Chairman’s Opening Remarks                                                             Atlantic Street Fund Management Partners
                                                                                                   Benjamin Geber
    8:30    Pension Fund Investment Strategies: Institutional                                      CEO & Managing Partner
            Best Practices for Gaining Exposure to the Longevity                                   Bally Capital Management
            Asset Class
            •   Identifying the most significant risks of investing in longevity from an   10:45   Mid-Morning Coffee & Networking Break
                institutional viewpoint
            •   Comparing physical and synthetic approaches to longevity investments       11:15   Securitization of Life Settlements: Poison or Panacea
            •   Considerations on making the selection between providers, LE                       for the Industry?
                providers, and other investment partners                                           •   Examining the progress towards making securitization more mainstream
            •   Understanding how smart policy selection can make life settlements                 •   Understanding the obstacles to a deeper securitization market:
                an LDI-suitable asset class                                                        •   Hesitancy among rating agencies
            Zach Murphy                                                   Pension                  •   Insufficient life settlement ownership concentration
            Director, CRE & Longevity Disk                                  Fund                   •   Regulatory concerns and publicity problems
            Silverpoint Capital LLC                                     Investment                 •   How large do we want the securitization market to be?
                                                                         Strategies                •   Pinpointing the benefits of securitization for new types of investor
            Scott Willkomm
            SVP                                                                                    Jonathan Sadowsky
            Coventry                                                                               Managing Director of Finance
                                                                                                   Browndorf PEM
    9:15    Towards a Deeper Understanding of Older-Age                                            Peter Dodd
            Mortality: What LE Providers can do to Further                                         Fund Director
            Enhance Longevity Analyses                                                             Fortress International Wealth Management
            •   Charting the evolution of LE perspectives on older age mortality
            •   Understanding how the methodologies of different LE providers differ               Emmanuel Modu
            •   Quantifying the differences between competing LE providers: Are                    Managing Director, Insurance-Linked Securities
                significant variances confined to the past?                                        AM Best
            •   Evaluating the scope for further enhancing the accuracy of LEs                     David Marinoff
            Session Reserved for Leading LE Underwriter                                            Managing Director
                                                                                                   Guggenheim Capital
    10:00   Transparency and Privacy in the Life Settlements
            Market: Incompatible Goals?                                                    12:00   Choosing Between Asset Servicing Providers: Is it
            •   Examining the importance of access to reliable and consistent                      Purely a Question of Cost?
                information on asset quality, pricing, valuation, and
                                                                                                   •   Understanding how market dynamics are increasing the importance of
                transaction costs                                                                      effective asset servicing
            •   A closer look at state and federal laws that enforce privacy of medical
                                                                                                   •   Distinguishing between high-value and low-value servicing activities
                records, including HIPAA
                                                                                                   •   Identifying the tools available to reduce portfolio servicing costs
            •   Identifying the most effective strategies for ensuring transparency of
                                                                                                   •   Quantifying the savings possible over the lifetime of a typical portfolio
                the asset whilst maintaining the privacy of the insured
                                                                                                   •   Examining the ways in which aggressive deployment of higher value
            •   Are privacy and transparency genuinely compatible, or do                               servicing activities can dramatically improve the IRR of your portfolio
                they represent conflicting drivers for the marketplace?                            William Fink
                                                                                                   Partner
                                                                                                   Delta Derivatives LLC

4               1-800-882-8684 www.lifesettlementsummit.com
Main Conference Day 2
     Continued

    12:45   Networking Luncheon                                                                            David Kekich
                                                                                                           President & CEO
    2:00    Keynote Guest Address: How Long Will                                                           Maximum Life Foundation
            We Live in the 21st Century?                                                                          Mr. Kekich founded the country’s largest life
            •   Examining the factors that will continue to play a role in the extension          insurance master general agency, co-founded a major               Future
                of longevity:                                                                                                                                      Human
                                                                                                  financial services company and arranged venture capital         Longevity
                     • Biotechnology & genetic engineering
                                                                                                  funding for private companies. He is a recognized expert         Trends
                     • Improvements in diet
                                                                                                  on private investing and authored the venture capital
                     • Medical advancements in the treatment of cancer, respiratory
                                                                                                  handbook “How the Rich Get Richer with Quiet Private
                       and heart disease                                                          Investments”.
            •   Examining the factors likely to increase levels of mortality:
                     • Obesity & the “sedentrification” of the Western                            Mr. Kekich founded both public and private companies, was engaged as
                       lifestyle                                                                  a consultant and served as director to numerous private and public
                     • Flu and the risk of pandemics                                              corporations. He also sold and developed real estate. In 1999, Mr.
                     • Population growth and geopolitical tensions                                Kekich founded the “Maximum Life Foundation”, a 501(c)(3)
            •   Combining the factors into a unified model: How will our longevity be             corporation dedicated to curing aging related diseases.
                influenced by changes in 21st century life?
                                                                                           2:45   Post-Conference Workshop




    Post-Conference Workshop
    Thursday, March 25, 2010

      3:00 pm – 5:00 pm (Registration at 2:45 pm)

      Life Settlement “Hybrids”: Effectively Structuring Fusion Products to Expand the
      Investor Base for Longevity-Based Investments
      One of the major risks associated with traditional investments in life                Matthew C. Browndorf is the founding and managing member of
      settlements is that of longevity extension: the chance that – whether                 Browndorf PEM, LLC. Mr. Browndorf has successfully led Browndorf PEM
      through underwriting error or sheer bad luck – a portfolio of life                    during the past two years and navigated the Firm through perilous credit
      settlements takes longer than expected to mature. Longevity extension, if             climates to form four successful and emerging Funds with absolute return
      it is acute, can significantly reduce the returns on a portfolio or even              features and diverse asset classes such as Longevity, film equities and other
      eliminate them entirely, turning the investment into a source of loss.                illiquid assets. Mr. Browndorf is a pioneer in risk-mitigation strategies
                                                                                            involving longevity-linked principal protection and structured products.
      One new strategy for mitigating extension risk is blending or “fusing” life
                                                                                            Prior to joining Browndorf PEM, Mr. Browndorf was an attorney in
      settlements with other alternative asset classes, to create life settlement
                                                                                            Manhattan, New York (most notably at Bryan Cave LLP and Buchanan
      “hybrids”. These new life settlement products preserve much of the
                                                                                            Ingersoll PC), where he represented securities brokers and private clients in
      uncorrelated characteristics of the asset class, but remove the sting of a
                                                                                            securities and white collar criminal litigation, including the notable People
      possible longevity extension scenario. Matthew Browndorf and Jonathan
                                                                                            of New York v. Kozlowski and Swartz litigation involving TYCO.
      Sadowsky – both of Browndorf PEM – have pioneered the approach in
      recent months, and will guide you the challenges of structuring these
                                                                                                    Jonathan Sadowsky
      investments most effectively.
                                                                                                    Managing Director of Finance
      What You Will Learn:                                                                          Browndorf PEM
      • Understand the concept of life settlement “hybrids”

      • Determine the most effective assets for inclusion within fusion products
                                                                                            Jonathan T. Sadowsky, Managing Director of Finance and Portfolio
      • Examine the ways in which fusion products react within different market
                                                                                            Manager, manages all of the Browndorf Life Settlement Funds, which
                                                                                            specializes in obtaining longevity risk both in synthetic and physical form.
        scenarios
      • Identify the investor types most likely to benefit from fusion products
                                                                                            As one of the only buy-side hedge funds to specialize in the asset class in
                                                                                            synthetic form, Browndorf PEM specializes in a distinct combination of
                                                                                            qualitative and quantitative analysis to opportunistically and efficiently
      How You Will Benefit:
      • Engineer product structures that mitigate longevity risk
                                                                                            manage longevity assets and their risks.
      • Reduce your exposure to underwriting error
                                                                                            Mr. Sadowsky's prior derivatives modeling and risk management
      • Create new sources of diversity within a portfolio, beyond multiple lives
                                                                                            experience allow the fund to efficiently manage longevity risk in synthetic
      • Attract new kinds of investor
                                                                                            form, which mitigates all of the unwanted physical policy risks most life
                                                                                            settlement assets carry.
      About the Workshop Leaders:
                                                                                            Interested in attending the workshop? Make sure you register for
                Matthew Browndorf
                                                                                            the All-Access Pass – Main Conference & Post-Conference Workshop
                Founder & Chief Investment Officer                                          – on the registration form.
                Browndorf PEM




5               1-800-882-8684 www.lifesettlementsummit.com
About Our Sponsors
                                For over 25 years, Coventry has been redefining insurance.                                                      Insurance is one of the most
                                Founded in 1982, Coventry began as an insurance                                                                 highly regulated industries.
                                marketing, product development and policy administration                                                        Morrison & Foerster attorneys advise on
                                firm. Known as a leading innovator in the industry,                    a broad range of issues affecting the insurance industry, from capital markets and
    Coventry assisted insurance carriers in the development of product, software and                   other business transactions, to tax and regulatory matters, to insolvency and
    distribution. It established itself as one of the top corporate life insurance companies           restructuring advice, to insurance related litigation. With 1,000 attorneys in the
    in America during the 1990s, servicing over 70,000 policies for its corporate clients.             world's financial centers, our wide-ranging experience enables us to provide our
    In 1998, Coventry created the secondary market for life insurance in the United                    clients in the insurance industry with comprehensive regulatory, legal and business
    States and coined the term “life settlement”. As the market leader, Coventry has                   and strategic advice. Website: www.mofo.com
    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                                                 Sadis & Goldberg LLP is nationally recognized for its
    is the largest purchaser and servicer in the longevity and mortality market, employing                                              formidable financial services practice that consists of
    more than 200 people. Based in Pennsylvania, Coventry was the first secondary                                                       representing hundreds of investment advisers and
    market firm to earn Standard and Poor’s highest servicer ranking (2004 and                                                          related investment entities (including hedge funds,
    reaffirmed in 2006). In 2005, Coventry was first in revenue in the insurance category              private equity funds and venture capital funds). Similarly, the firm provides regulatory
    of the annual Inc. 500 listing of the fastest growing private companies in America.                and compliance advice and representation in connection with SEC enforcement
    Website: www.coventry.com                                                                          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


    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 3rd 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 3rd Life Settlements & Longevity Summit, please contact Mario Matulich at 212-885-2719 or sponsorship@iqpc.com.




         It was a great conference. The topics were well selected, and the event was very well
                 managed. Thanks for your effort. – KT Huang, Managing Director, Emeritus Group


    Registration Information
                                                                                                                      Team Discounts: For information on team discounts, please
                                        Book and Pay by          Book and Pay by                Standard              contact IQPC Customer Service at 1-800-882-8684. Only one discount
                                           5-Feb-10                 5-Mar-10                      Price               may be applied per registrant.
                                                                                                                      Special Discounts Available: A limited number of discounts are available
     All-Access Pass: Includes                                                                                        for the non-profit sector, government organizations and academia. For more
     Post-Conference Workshop              (save $949)                (save $549)               (save $149)           information, please contact customer service at 1-800-882-8684.
     + Main Conference                        $1,399                     $1,799                     $2,199            Details for making payment via EFT or wire transfer:
                                                                                                                      JPMorgan Chase - Penton Learning Systems LLC dba
     Conference Only                       (save $800)                (save $300)                                     IQPC: 957-097239
                                                                                                                      ABA/Routing #: 021000021
                                              $999                       $1,499                     $1,799            Reference: Please include the name of the attendee(s) and the event number: 17092.003
     Workshop Only                             $549                        $549                      $549             Payment Policy: Payment is due in full at the time of registration and includes lunches
                                                                                                                      and refreshment. Your registration will not be confirmed until payment is received and
                                                                                                                      may be subject to cancellation.
                                                            Please note multiple discounts cannot be combined.
                                                                                                                      For IQPC’s Cancellation, Postponement and Substitution Policy, please visit
     Venue Information:                                     A $99 processing charge will be assessed to all           www.iqpc.com/cancellation
                                                            registrations not accompanied by credit card payment at
      Sentry Conference Center                                                                                        Special Dietary Needs: If you have a dietary restriction, please contact Customer
                                                            the time of registration.
                                                                                                                      Service at 1-800-882-8684 to discuss your specific needs.
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3rd Life Settlements & Longevity Summit

  • 1. “Informative, well put-on, and great networking!” Register for the All-Access Pass - Matthew Browndorf, Founder & CIO, Browndorf PEM by February 5th and SAVE $949! 3rd Life Settlements & Longevity Summit TM Enhancing your Returns through Strategic Investments in Life Settlements, Longevity-Linked Assets, Synthetics & Life March 24 – 25, 2010 Settlement Securitizations Sentry Conference Center New York, NY 30+ industry-leading speakers, including the following thought-leaders, fund managers and investors: Jonathan Sadowsky Rocky Roland Bjorn Schmolck David Nelson Managing Director of CFA, Founder Co-Founder VP & Chief Operating Officer Finance Alternative Traymar Capital Ltd Chartwell Asset Browndorf PEM Investment Services Management Eamonn Ling Arthur Bowen Benjamin Geber Robert Clayton Lau Head of Investments Investment Director CEO & Managing Partner President and Chief Catalyst Investment Tranen Capital Bally Capital Management Executive Officer Group Clayton Dunning Partners 70% of speakers new for 2010! New for 2010: Keynote Speakers: • Multi-strategy hedge fund perspectives on accessing the longevity How Long Will We Live in asset class the 21st Century? • Transitioning to the tertiary market: Implications for investors, brokers David Kekich and providers President & CEO • Browndorf PEM workshop on engineering life settlement hybrid Maximum Life Foundation products • Accessing the expanding Islamic finance market through Shari’ah-compliant NASAA’s Role in the Future of longevity investments Life Settlements Regulation • Responding to the twin imperatives of privacy and transparency Fred J Joseph • Overcoming the challenge of negative PR Commissioner • Investment best practices for pension funds and institutional investors Colorado Securities Commission Sponsors: Media partners: 1-800-882-8684 • www.lifesettlementsummit.com
  • 2. 3rd An Outstanding Line- Life Settlements up of Investors, Fund Managers and Industry Experts: & Longevity • Commissioner Fred J Joseph, Colorado Securities Commission & Chairman, Life Summit TM Settlements Committee, North American Securities Administrators Association (NASAA) – New! • David Kekich, President & CEO, Maximum Life Foundation – New! • Ari Glass, President, Paine Heights Capital Management – New! Dear Colleague, • Bjorn Schmolck, Co-Founder, Traymar Capital Ltd – New! 2010 looks set to be one of the most eventful for the life settlements mark Peter Dodd, Fund Director, Fortress continuing at a blistering pace alon et, with innovation • gside new regulatory pressures, International Fund Management – New! dynamics, and increasingly prob shifting investment lematic PR. • Matthew Browndorf, Founder & Chief Following a misleading portrayal in Investment Officer, Browndorf PEM the New York Times in late 2009, industry has been coming under incre the life settlements asing scrutiny – not all of it justified. • Jonathan Sadowsky, Managing to be that some form of federal over The upshot seems sight is coming to the marketplace Director of Finance, Browndorf PEM – details remain uncertain. What will in 2010, but the the impact be for investors, providers New! participants? How will the new fede , and other market ral oversight interact with existing which already exhibit significant varie state regulations, • Benjamin Geber, CEO & Managing ty? If you’re concerned about the Partner, Bally Capital Management – environment, you won’t want to miss new regulatory a much-awaited keynote address New! Fred Joseph, Colorado Securitie from Commissioner s Commissioner and Chairman Settlements Committee, who will of NASAA’s new Life • Eamonn Ling, Head of Investments, not only speak about the new com regulating life settlements but more mittee’s role in Catalyst Investment Group broadly about the future of regulatio particularly at the federal level. See n in the space, page 4 for further details. • Rocky Roland CFA, Founder, Alternative At the same time, exciting new struc Investment Services – New! tures and investment strategies cont innovation that is needed to overcom inue to supply the • William Fink, Partner, Delta Derivatives e challenges like longevity extension imposed restrictions. “Fusion” prod risk and investor- LLC – New! ucts, which involve the blending of alternative investment types, have life settlements with Gene Miao, Managing Director, recently been touted as an exciting • longevity risk – and are finally start hedging tool for Highland Capital Management ing get the coverage they deserve. honored to welcome back Matthew In this light, we are Browndorf from Browndorf PEM • Arthur Bowen, Investment Director, an in-depth workshop on the struc who will be leading turing challenges of life settlemen Tranen Capital – New! further details). Shariah-compliant t hybrids (see page 3 for investment strategies have simil to expand the investor universe for arly emerged in 2009 • David Nelson, VP & Chief Operating this promising, non-correlated asset class – see page 4. Officer, Chartwell Asset Management With over 70% of speakers new – New! for 2010, Finance IQ continues to keynotes, fund managers and inves deliver perspectives, tors that you won’t find anywhere • Zach Murphy, Director, CRE & Longevity confirmed to speak include Paine else. New hedge funds Heights Capital, Traymar Capital, Risk, Silverpoint Capital LLC – New! Bally Capital Management, Silve Fortress, Tranen, rpoint and Clayton Dunning, amo Thomas Schmitt, Managing Partner, Furthermore, we are extremely excit ng many others. • ed to feature a keynote guest addr Augur Capital LLC President & CEO of the Maximum ess by David Kekich – Life Foundation – who will deliv thought-provoking insights into the er fascinating and • Beat Hess, Managing Partner, AA future of human longevity. Kekich venture capital investor who turned – an ultra-successful Partners his life to aging research after a perso young age – also boasts one of the nal tragedy at a most inspiring stories of any of our • Andrew Terrell, Principal, Atlantic Street More details on his unique address keynote speakers. can be found on page 6. Fund Management Partners It’s truly an exciting time to be evalu • Robert Clayton Lau, President and ating and/or investing in longevity Chief Executive Officer, Clayton Dunning look forward to meeting you in New -based assets. I greatly York next March, at the third insta Partners – New! successful life settlements series. llment of IQPC’s • Michael Freedman, SVP, Government Kind regards, Affairs, Coventry • Scott Willkomm, SVP, Business Don miss the Browndorf ’t Development, Coventry PEM workshop on “fusion ” • P. A. Corky Gillis, Author, “The Death Bond Conspiracy” – New! Toby Donovan life settlement products Program Director – see page 6! Who Will Attend: ■ 8% Pension Funds & Institutional Investors ■ 22% Hedge Funds For investors interested in life settlements, there are exciting opportunities but ■ 15% Asset Management Firms & Other a number of pitfalls too that can catch the unwary. Attending IQPC’s Life Buyside ■ 15% Banks Settlements conference is a great way to make sense of this promising, ■ 15% Life Settlement uncorrelated, yet challenging asset class Companies ■ 10% Law Firms – Christopher McGlashan, Special Counsel, Stroock & Stroock & Lavan, LLP ■ 10% LE Provers & Underwriters ■ 5% 2 1-800-882-8684 www.lifesettlementsummit.com Other
  • 3. Main Conference Day 1 Wednesday, March 24, 2010 7:30 Coffee & Registration 11:15 Investor Perspectives on Longevity Derivatives: Trading Strategies to 8:15 Chairman’s Opening Remarks Deliver Enhanced Returns • Packaging longevity derivatives effectively for investor and insurer 8:30 The State of the Market Today: Innovation, groups Regulation and Consolidation • Considerations on indices and the capturing of sample populations • Examining the biggest challenges currently facing the long-term • Determining the most effective use of leverage viability of the asset class • Comparing return dynamics versus traditional investments in life • Evaluating the success of innovation in investment product structures settlements • A closer look at the three emerging regulatory paradigms: Which • Examining the scope for further innovation in the longevity is gaining ascendance? derivatives space • Understanding the shift in market dynamics over the past year Bjorn Schmolck Scott Willkomm Co-Founder SVP Traymar Capital Ltd Coventry Benjamin Geber Matthew Browndorf CEO & Managing Partner Founder & Chief Investment Officer Bally Capital Management Browndorf PEM Beat Hess David Marinoff Managing Partner Managing Director AA Partners Guggenheim Capital 12:00 Keynote Address: Lifting the Lid on NASAA’s Role 9:15 Investor Perspectives on the Asset Class: in the Future of Life Settlements Regulation Understanding the Role Played by Life • Understanding the role of NASAA’s Life Settlements Committee in Settlements in a Diversified Portfolio monitoring emerging trends in the marketplace • Understanding the most appealing aspects of exposure to the life • Examining the most significant threats to investors and consumers settlements investment class • Considerations on whether the sale of life settlements should be • Identifying the dangers of investing in life settlements regarded as securities transactions • Diversification strategies for life settlement investors: Determining • STOLI, insurable interest, and the future of life settlements the most effective blends of LEs and impairment types regulation Keynote • Linking fund structure and management style to investment Regulatory Commissioner Fred J Joseph Address horizons and objectives Colorado Securities Commissioner & President • Understanding the role played by life settlements in a North American Securities Administrators Association diversified asset allocation strategy • Comparing longevity-based investments with alternative portfolio 12:45 Networking Luncheon diversifiers Robert Clayton Lau 2:00 The Problem Of Negative PR: Is The Life President and Chief Executive Officer Hear from Settlements Industry Winning Or Losing The Clayton Dunning Partners the Hedge Publicity Battle? Funds • Examining the major sources of negative publicity over the past 18 David Nelson months: VP & Chief Operating Officer • The sub-prime debacle, and fuzzy associations with the “spectre” of Chartwell Asset Management life settlement securitizations Gene Miao • Newspaper articles and press treatment Managing Director • Sleaze, fraud, and a few “bad apples” Highland Capital Management • Does the life settlements industry deserve the reputation it is acquiring? Ari Glass • Determining the most effective strategies for winning the publicity war President Eamonn Ling Paine Heights Capital Management Head of Investments Catalyst Investment Group 10:00 Mid-Morning Coffee & Networking Break Thomas Schmitt Managing Partner 10:30 Realigning your Fund Structure with the New Augur Capital LLC Taxation Regime: Cost-Effective Solutions for Responding to the IRS Guidance • Understanding what the IRS rulings mean for the taxation of 2:45 Asian Investment Interest in the Life Settlements death benefits en-route to your fund Market • Identifying the sources and types of Asia-Pacific investment capital • Determining the most suitable regions for setting up a life • Examining the geographical dispersal of Asian investors throughout settlement fund Thailand, Malaysia, Singapore, Hong Kong, and Australasia • Identifying the sources of international investment capital within • Understanding the role that life settlements play in Asia-Pacific your portfolio asset allocation strategies • What to do if you have both treaty and non-treaty investment sources • Overcoming the obstacles to attracting Asia-Pacific investment • Creating transparent structures to avoid commingling headaches if capital setting up a fund from scratch Arthur Bowen Roger Lorence Investment Director Partner Tranen Capital Sadis & Goldberg Eamonn Ling Steven Huttler Head of Investments Partner Catalyst Investment Group Sadis & Goldberg 3 1-800-882-8684 www.lifesettlementsummit.com
  • 4. Main Conference Day 1 Continued 3:30 Transitioning to the Tertiary Market: Implications 4:45 Afternoon Guest Address: Sex, Violence, for Providers, Brokers and Investors and Stranger-Originated Life Insurance: The • Measuring saturation levels: How much of the market has been Inspiration Behind the “Death Bond Conspiracy” settled out? • The inspiration for the novel • Determining what the effects will be on market dynamics as • Realistic? Determining the extent to which the events described in saturation approaches 100% the novel could theoretically occur today • What does the tertiary market look like? What kinds of companies • Actual tales from the fringes of the market place will achieve dominance? P. A. Corky Gillis • Understanding what the implications of a transitioning Author market will be for providers, brokers and investors “The Death Bond Conspiracy” Rocky Roland CFA, Founder 5:30 Cocktail Reception Alternative Investment Services 6:30 Networking Dinner 8:00 End of Main Conference Day 1 Main Conference Day 2 Thursday, March 25, 2010 7:30 Coffee & Registration Andrew Terrell Principal 8:15 Chairman’s Opening Remarks Atlantic Street Fund Management Partners Benjamin Geber 8:30 Pension Fund Investment Strategies: Institutional CEO & Managing Partner Best Practices for Gaining Exposure to the Longevity Bally Capital Management Asset Class • Identifying the most significant risks of investing in longevity from an 10:45 Mid-Morning Coffee & Networking Break institutional viewpoint • Comparing physical and synthetic approaches to longevity investments 11:15 Securitization of Life Settlements: Poison or Panacea • Considerations on making the selection between providers, LE for the Industry? providers, and other investment partners • Examining the progress towards making securitization more mainstream • Understanding how smart policy selection can make life settlements • Understanding the obstacles to a deeper securitization market: an LDI-suitable asset class • Hesitancy among rating agencies Zach Murphy Pension • Insufficient life settlement ownership concentration Director, CRE & Longevity Disk Fund • Regulatory concerns and publicity problems Silverpoint Capital LLC Investment • How large do we want the securitization market to be? Strategies • Pinpointing the benefits of securitization for new types of investor Scott Willkomm SVP Jonathan Sadowsky Coventry Managing Director of Finance Browndorf PEM 9:15 Towards a Deeper Understanding of Older-Age Peter Dodd Mortality: What LE Providers can do to Further Fund Director Enhance Longevity Analyses Fortress International Wealth Management • Charting the evolution of LE perspectives on older age mortality • Understanding how the methodologies of different LE providers differ Emmanuel Modu • Quantifying the differences between competing LE providers: Are Managing Director, Insurance-Linked Securities significant variances confined to the past? AM Best • Evaluating the scope for further enhancing the accuracy of LEs David Marinoff Session Reserved for Leading LE Underwriter Managing Director Guggenheim Capital 10:00 Transparency and Privacy in the Life Settlements Market: Incompatible Goals? 12:00 Choosing Between Asset Servicing Providers: Is it • Examining the importance of access to reliable and consistent Purely a Question of Cost? information on asset quality, pricing, valuation, and • Understanding how market dynamics are increasing the importance of transaction costs effective asset servicing • A closer look at state and federal laws that enforce privacy of medical • Distinguishing between high-value and low-value servicing activities records, including HIPAA • Identifying the tools available to reduce portfolio servicing costs • Identifying the most effective strategies for ensuring transparency of • Quantifying the savings possible over the lifetime of a typical portfolio the asset whilst maintaining the privacy of the insured • Examining the ways in which aggressive deployment of higher value • Are privacy and transparency genuinely compatible, or do servicing activities can dramatically improve the IRR of your portfolio they represent conflicting drivers for the marketplace? William Fink Partner Delta Derivatives LLC 4 1-800-882-8684 www.lifesettlementsummit.com
  • 5. Main Conference Day 2 Continued 12:45 Networking Luncheon David Kekich President & CEO 2:00 Keynote Guest Address: How Long Will Maximum Life Foundation We Live in the 21st Century? Mr. Kekich founded the country’s largest life • Examining the factors that will continue to play a role in the extension insurance master general agency, co-founded a major Future of longevity: Human financial services company and arranged venture capital Longevity • Biotechnology & genetic engineering funding for private companies. He is a recognized expert Trends • Improvements in diet on private investing and authored the venture capital • Medical advancements in the treatment of cancer, respiratory handbook “How the Rich Get Richer with Quiet Private and heart disease Investments”. • Examining the factors likely to increase levels of mortality: • Obesity & the “sedentrification” of the Western Mr. Kekich founded both public and private companies, was engaged as lifestyle a consultant and served as director to numerous private and public • Flu and the risk of pandemics corporations. He also sold and developed real estate. In 1999, Mr. • Population growth and geopolitical tensions Kekich founded the “Maximum Life Foundation”, a 501(c)(3) • Combining the factors into a unified model: How will our longevity be corporation dedicated to curing aging related diseases. influenced by changes in 21st century life? 2:45 Post-Conference Workshop Post-Conference Workshop Thursday, March 25, 2010 3:00 pm – 5:00 pm (Registration at 2:45 pm) Life Settlement “Hybrids”: Effectively Structuring Fusion Products to Expand the Investor Base for Longevity-Based Investments One of the major risks associated with traditional investments in life Matthew C. Browndorf is the founding and managing member of settlements is that of longevity extension: the chance that – whether Browndorf PEM, LLC. Mr. Browndorf has successfully led Browndorf PEM through underwriting error or sheer bad luck – a portfolio of life during the past two years and navigated the Firm through perilous credit settlements takes longer than expected to mature. Longevity extension, if climates to form four successful and emerging Funds with absolute return it is acute, can significantly reduce the returns on a portfolio or even features and diverse asset classes such as Longevity, film equities and other eliminate them entirely, turning the investment into a source of loss. illiquid assets. Mr. Browndorf is a pioneer in risk-mitigation strategies involving longevity-linked principal protection and structured products. One new strategy for mitigating extension risk is blending or “fusing” life Prior to joining Browndorf PEM, Mr. Browndorf was an attorney in settlements with other alternative asset classes, to create life settlement Manhattan, New York (most notably at Bryan Cave LLP and Buchanan “hybrids”. These new life settlement products preserve much of the Ingersoll PC), where he represented securities brokers and private clients in uncorrelated characteristics of the asset class, but remove the sting of a securities and white collar criminal litigation, including the notable People possible longevity extension scenario. Matthew Browndorf and Jonathan of New York v. Kozlowski and Swartz litigation involving TYCO. Sadowsky – both of Browndorf PEM – have pioneered the approach in recent months, and will guide you the challenges of structuring these Jonathan Sadowsky investments most effectively. Managing Director of Finance What You Will Learn: Browndorf PEM • Understand the concept of life settlement “hybrids” • Determine the most effective assets for inclusion within fusion products Jonathan T. Sadowsky, Managing Director of Finance and Portfolio • Examine the ways in which fusion products react within different market Manager, manages all of the Browndorf Life Settlement Funds, which specializes in obtaining longevity risk both in synthetic and physical form. scenarios • Identify the investor types most likely to benefit from fusion products As one of the only buy-side hedge funds to specialize in the asset class in synthetic form, Browndorf PEM specializes in a distinct combination of qualitative and quantitative analysis to opportunistically and efficiently How You Will Benefit: • Engineer product structures that mitigate longevity risk manage longevity assets and their risks. • Reduce your exposure to underwriting error Mr. Sadowsky's prior derivatives modeling and risk management • Create new sources of diversity within a portfolio, beyond multiple lives experience allow the fund to efficiently manage longevity risk in synthetic • Attract new kinds of investor form, which mitigates all of the unwanted physical policy risks most life settlement assets carry. About the Workshop Leaders: Interested in attending the workshop? Make sure you register for Matthew Browndorf the All-Access Pass – Main Conference & Post-Conference Workshop Founder & Chief Investment Officer – on the registration form. Browndorf PEM 5 1-800-882-8684 www.lifesettlementsummit.com
  • 6. About Our Sponsors For over 25 years, Coventry has been redefining insurance. Insurance is one of the most Founded in 1982, Coventry began as an insurance highly regulated industries. marketing, product development and policy administration Morrison & Foerster attorneys advise on firm. Known as a leading innovator in the industry, a broad range of issues affecting the insurance industry, from capital markets and Coventry assisted insurance carriers in the development of product, software and other business transactions, to tax and regulatory matters, to insolvency and distribution. It established itself as one of the top corporate life insurance companies restructuring advice, to insurance related litigation. With 1,000 attorneys in the in America during the 1990s, servicing over 70,000 policies for its corporate clients. world's financial centers, our wide-ranging experience enables us to provide our In 1998, Coventry created the secondary market for life insurance in the United clients in the insurance industry with comprehensive regulatory, legal and business States and coined the term “life settlement”. As the market leader, Coventry has and strategic advice. Website: www.mofo.com 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 Sadis & Goldberg LLP is nationally recognized for its is the largest purchaser and servicer in the longevity and mortality market, employing formidable financial services practice that consists of more than 200 people. Based in Pennsylvania, Coventry was the first secondary representing hundreds of investment advisers and market firm to earn Standard and Poor’s highest servicer ranking (2004 and related investment entities (including hedge funds, reaffirmed in 2006). In 2005, Coventry was first in revenue in the insurance category private equity funds and venture capital funds). Similarly, the firm provides regulatory of the annual Inc. 500 listing of the fastest growing private companies in America. and compliance advice and representation in connection with SEC enforcement Website: www.coventry.com 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 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 3rd 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 3rd Life Settlements & Longevity Summit, please contact Mario Matulich at 212-885-2719 or sponsorship@iqpc.com. It was a great conference. The topics were well selected, and the event was very well managed. Thanks for your effort. – KT Huang, Managing Director, Emeritus Group Registration Information Team Discounts: For information on team discounts, please Book and Pay by Book and Pay by Standard contact IQPC Customer Service at 1-800-882-8684. Only one discount 5-Feb-10 5-Mar-10 Price may be applied per registrant. Special Discounts Available: A limited number of discounts are available All-Access Pass: Includes for the non-profit sector, government organizations and academia. For more Post-Conference Workshop (save $949) (save $549) (save $149) information, please contact customer service at 1-800-882-8684. + Main Conference $1,399 $1,799 $2,199 Details for making payment via EFT or wire transfer: JPMorgan Chase - Penton Learning Systems LLC dba Conference Only (save $800) (save $300) IQPC: 957-097239 ABA/Routing #: 021000021 $999 $1,499 $1,799 Reference: Please include the name of the attendee(s) and the event number: 17092.003 Workshop Only $549 $549 $549 Payment Policy: Payment is due in full at the time of registration and includes lunches and refreshment. Your registration will not be confirmed until payment is received and may be subject to cancellation. Please note multiple discounts cannot be combined. For IQPC’s Cancellation, Postponement and Substitution Policy, please visit Venue Information: A $99 processing charge will be assessed to all www.iqpc.com/cancellation registrations not accompanied by credit card payment at Sentry Conference Center Special Dietary Needs: If you have a dietary restriction, please contact Customer the time of registration. Service at 1-800-882-8684 to discuss your specific needs. 730 3rd Avenue MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: IQPC ©2010 IQPC. All Rights Reserved. The format, design, content and arrangement of this New York, NY 10017 * CT residents or people employed in the state of CT must brochure constitute a trademark of IQPC. Unauthorized reproduction will be actionable add 6% sales tax. under the Lanham Act and common law principles. For hotel recommendations, please visit the website at www.lifesettlementsummit.com. YES! Please register me for 3rd Life Settlements & Longevity Summit TM ❑ All Access Pass ❑ Conference Only ❑ Workshop Only 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. 6 1-800-882-8684 www.lifesettlementsummit.com