IQPC’s 2nd Life Settlements & Longevity Summit has been specifically designed to help you – the investor – make sense of the opportunities and pitfalls of this exciting investment class. With more seniors turning to life settlement options and the need to diversify with an uncorrelated asset, 2009 has been a year of opportunity in these investments. However, following the life expectancy revision in 2008, many investors lost money on their portfolios and there remains widespread uncertainty regarding LEs currently in place. Whether you’re an experienced investor or new to the market and still evaluating the suitability of the asset class, this conference delivers invaluable insights from investors, fund managers, and industry experts, ensuring you make the best possible decisions for superior returns. www.lifesettlementsummit.com

1. Qualified Investors: Register
by June 19th for $599!
2nd
Life Settlements
& Longevity Summit
TM
September 30 – October 1, 2009 New York City
Delivering Superior Returns through Smart Investments in Life
Settlements, Longevity Risk and Life Insurance Securitization
“A uniquely valuable conference for investors seeking opportunities in this
exciting asset class” - Isaac Efrat, Senior Managing Director, Aladdin Capital
40+ industry-leading speakers, including these innovators and investors:
Mike Kreidler Emmanuel Modu Ron Steijn Mike Fasano
Commissioner Managing Director and Global Group Vice President, Head of President
Washington Insurance Head of Structured Finance Asset Management Fasano & Associates
Commission AM Best ABB Pension Fund Switzerland
Thomas Hampton Rene Nunez Hal Singer Matthew Browndorf
Commissioner Chair, Investment Committee President Chief Investment Officer
DC Insurance Department Texas Permanent School Fund Empiris Browndorf PEM
The most comprehensive life settlements- New for September 2009:
related content, enabling you to: • Pension & Endowment Fund Think Tank, delivering exclusive
educational content for institutional investors
• Get the global picture for investments in life settlements, with exclusive insights
regarding the Asian, Latin-American and Eastern European markets
• Insurance Commissioners’ Roundtable – benefit from the
latest regulatory insights from the commissioners of Washington
• Overcome the pricing issues associated with life settlement portfolios by State, Pennsylvania, DC and Maryland
gaining a deeper understanding of the methodologies used by LE providers
• Interactive Roundtable Sessions on your most pressing
• Discover what the securitization of life settlements means for new and issues, enabling you to brainstorm solutions with your peers
existing investors in the asset class
• New investor insights from pension funds, endowment
• Invest in confidence by gaining a comprehensive understanding of new funds and private equity firms, giving you a 360º
regulatory developments, IRS rulings and litigation outcomes perspective on investment trends for life settlements
Medical Life Expectancy Debate! “The Future of Human Longevity”
Dr. Aubrey De Grey Dr. Jay Olshanksy
"Radical postponement Chairman & Professor of “Nothing in gerontology
of age-related ill-health is Founder Epidemiology comes close to fulfilling the
a feasible medical goal."
VS promise of dramatically
Methuselah University of Illinois
Foundation at Chicago extended human lifespans.”
Sponsors:
1-800-882-8684 • www.lifesettlementsummit.com

2. An outstanding line-up of
investors, fund managers
and industry experts:
2nd
Rene Nunez, Chair, Investment Committee,
Life Settlements Texas Permanent School Fund
Ron Steijn, Group Vice President, Head of
& Longevity Summ
it TM Asset Management,
ABB Pension Fund Switzerland
Matthew Browndorf, Chief Investment
Dear Colleague, Officer, Browndorf PEM
Joel Ario, Commissioner,
Clearly, 2009 is a year of tremendo Pennsylvania Insurance Department
us opportunity for investors in life
More seniors are turning to the life settlements and longevity.
settlement option than ever before, Thomas Hampton, Commissioner,
product on the market and creating increasing the amount of DC Insurance Department
a strong negotiating position for inves
global stock volatility is intensifyin tors. At the same time,
g the need to diversify with an unco Ralph Tyler, Commissioner,
settlements, it seems, have never rrelated asset. Life
been such a great investment. Maryland Insurance Department
It isn’t all roses, however. Following Mike Kreidler, Commissioner,
the life expectancy revision in 2008
on their portfolios and there rema , many investors lost money Washington Insurance Commission
ins widespread uncertainty regarding
the new LEs be trusted? Will they LEs currently in place. Can Steven Bloom, Senior Portfolio Analyst,
too be revised upwards in the next
investors do to guard against that few years? What can APG Investments
extension risk? Furthermore, the envir
settlements grows increasingly more onment for investing in life
complicated with new tax rulings, Heinz Kubli, Managing Partner, Fundabilis
lack of nationwide consensus on the regulatory changes and a
definition of “insurable interest”. Emmanuel Modu, Managing Director and
but the complexity is real too. The opportunities are real,
Global Head of Structured Finance, AM Best
Taking place in New York City from Antony Mott, Managing Director, Structured
September 30th – October 1st, IQPC
Longevity Summit has been spec ’s 2nd Life Settlements & Insurance Products, ICAP
ifically designed to help you – the
opportunities and pitfalls of this excit investor – make sense of the
ing investment class. Whether you’ Jonas Mårtenson, Founder & CEO,
– keen to maximize your existing re an experienced investor
investment – or new to the market Ress Capital
suitability of the asset class, this conf and still evaluating the
erence delivers invaluable insights Jose Garcia, CEO,
managers and industry experts, ensu from investors, fund
ring you make the best possible decis Carlisle Fund Management
ions for superior returns.
• Confused about the regulatory Andrew Terrell, CEO, Bristlecone Capital
environment for life settlements?
Then don’t miss our Insurance Com Isaac Efrat, Senior Managing Director,
missioners’ Roundtable, bringing toge
Washington State, Thomas Hampton ther Mike Kreidler of Aladdin Capital
of Washington DC, Joel Ario of Penn
Ralph Tyler of Maryland, in an exten sylvania and
ded panel discussion on the developm James Wang, Managing Director,
attitudes towards investments in the ent of regulatory
secondary market. See page 3 for Greater Asia Asset Management HK
further details.
• Want to know how institutional Victor DeLaet, CEO,
investors are evaluating the asse Focused Money Solutions
Don’t miss out on your chance to t class?
meet with Steven Bloom of APG,
Fund and Rene Nunez of Texas Perm Ron Steijn of ABB Pension Franz-Philippe Pryzbyl, CEO,
anent School Fund – among man
door Pension & Endowment Fund y others – in a closed- Berlin Atlantic Capital
Think Tank that’s dedicated to the
investors. See page 3 for further deta concerns of institutional
ils. Ed Lay, Chairman & CEO, Emeritus Capital
• Interested in a fresh perspective Kt Huang, Managing Director,
on the life expectancy discussion Emeritus Capital
IQPC is excited and honored to anno ?
unce a special medical guest deba
renowned gerontologist Dr. Aubrey te, featuring world- Brian Smith, CEO, Life Equity LLC
de Grey in an explosive showdow
Olshansky, Professor of Epidemio n with Dr. S. Jay
logy at the University of Illinois at Michael Crane, Managing Director, Coventry
human longevity and the prospect Chicago, on the future of
s for radical lifespan enhancement. Dr Jay Olshanksy, Professor of Epidemiology,
details. See page 4 for further
University of Illinois at Chicago
Just three highlights from an agen Dr Aubrey De Grey, Chairman & Founder,
da that is literally jam-packed with
discussions, and critical insights into exciting new speakers, panel Methuselah Foundation
the dynamics of the asset class.
Dr Hal Singer, President, Empiris
I look forward to meeting you in NYC
this September! Brian Tijan, Director, Life Finance Group,
Kind regards, Credit Suisse
key Caleb Pitters, Director, Credit Suisse
P . Don miss s fr om
.S ’t
Robin Willi, Principal,
academic insight BlueCrest Capital Management
one of the
Dr Hal Singer, ts in the
. Mike Fasano, President,
is
leading econom e 3. Fasano & Associates
Toby Donovan space – se e pag
Program Director
Finance IQ, a division of IQPC Who Will Attend:
■ 12% Pension Funds &
Institutional Investors
■ 18% Hedge Funds
■ 15% Asset Management
Firms & Other Buyside
“For investors interested in life settlements, there are exciting opportunities
■ 15% Banks
but a number of pitfalls too that can catch the unwary. Attending IQPC’s Life
■ 15% Life Settlement
Settlements conference is a great way to make sense of this promising, Companies
uncorrelated, yet challenging asset class.” ■ 10% Law Firms
- Christopher McGlashan, Special Counsel, Stroock & Stroock & Lavan, LLP ■ 10% LE Provers &
Underwriters
■ 5% Other
2 1-800-882-8684 www.lifesettlementsummit.com

3. Main Conference Day 1
Wednesday, September 30, 2009
7:45 Registration & Coffee 12:00 The Insurance Commissioners’ Roundtable:
Surveying the Regulatory Landscape for Life
8:45 Welcome & Chairman’s Opening Remarks Settlements
• New investment structures and the implications of recent tax law changes The regulatory environment for life settlements is confusing, complex, and
• Business as usual? The impact of new regulatory changes on the rapidly evolving thanks to the change in administration and new
future health and vitality of the life settlements market legislative scrutiny. What are the implications for investors, fund managers
and life settlement providers? Do market participants need to change
9:00 The Future of Investments in Life Settlements: their business practices? How will regulation shape the marketplace going
Towards a Deeper Understanding of the forward? IQPC is honored to convene a panel discussion of insurance
Dynamics of the Asset Class commissioners from Pennsylvania, DC, Washington State, and Maryland,
• Examining the relationship between global equities and investment to debate the latest changes to life settlements regulation and answer
levels in the life settlements space your burning questions. Specific focus points are set to include:
• Exploring the possibility of a “correlation of mood”: How
investment decisions are made and why the uncertainty around
• Regulatory attitudes towards STOLI, and the emerging consensus
equities is affecting the secondary market in life insurance on “insurable interest”
• An overview of changes to state and federal life settlement regulations,
• The effect of the downturn on pension funds and the solvency of seniors:
Understanding the implications of an “inverse liquidity correlation” and their implications on existing and prospective investors
• Understanding how the new administration will regard the
• Alternative investments and the flight from equities: Examining the
role that life settlements can play in future asset allocation strategies intersection between insurance and the capital markets in general,
and life settlements in particular
Matthew Browndorf
Chief Investment Officer Joel Ario
Browndorf PEM Commissioner
Pennsylvania Insurance Department
Michael Crane
Managing Director Thomas Hampton
Coventry Commissioner
DC Insurance Department
Heinz Kubli
Managing Partner Ralph Tyler
Fundabilis Commissioner
Maryland Insurance Department
Brian Smith
CEO Mike Kreidler
Life Equity LLC Commissioner
Washington Insurance Department
9:45 Restoring Investor Confidence in Life Expectancies:
Accuracy, Transparency, and the Future of Medical 1:00 Networking Lunch
Underwriting
• Gaining a deeper understanding of the methodologies used to 2:00 Fund Managers’ Perspectives on the Future of the
create life expectancies Life Settlements Space:
• Examining the 2008 VBT tables and other data upon which LEs are based Creating an Effective Vehicle to Navigate
• Addressing common underwriting concerns, including bias, Uncertain Investment Waters
morbidity and impairment issues
• Identifying the fund structures most likely to succeed in the current
• Evaluating the allowance made by LE providers for continuing life settlements environment
• Issues relating to the fund manager’s choice of medical underwriter
extensions in human longevity
• Fund managers’ perspectives on the attitudes of institutional
• Enhancing the transparency of the underwriting process
investors to the asset class
Mike Fasano • Innovative capital formation approaches and fund-raising strategies
President • Fund construction and tax liability
Fasano & Associates • Successful trading strategies for life settlement portfolios
10:30 Networking Break in the Solutions Zone Jonas Mårtenson
Founder & CEO
11:15 An Economist’s Response to the ACLI: Ress Capital
Using “Real Options Analysis” to Quantify the Jose Garcia
Economic Impact of the ACLI’s Proposed Changes CEO
to Life Settlements Regulation Carlisle Fund Management
• Understanding the ACLI’s proposal
• The real options analysis framework Andrew Terrell
• Valuing the individual option to resell one’s insurance CEO
• Valuing the option to resell before the holding period expires as a Bristlecone Capital
series of European puts
• Valuing the option to resell after the holding period expires as an 2:45 Expanding the Investor Base in Longevity-Linked
American put Products
• The decline in the option value of a representative policy caused by
• What is the involvement of hedge funds and "real money" players
a mandatory five-year holding period in the longevity market?
• What is the attraction of longevity to a traditionally non-actuarial investor?
• The decline in the option value summed across all eligible policies
• In what format do nontraditional life investors typically enter the
caused by a mandatory five-year holding period
Hal Singer life space?
President Brian Tijan, Director
Empiris Life Finance Group
Credit Suisse
Caleb Pitters
Director
Credit Suisse
3 1-800-882-8684 www.lifesettlementsummit.com

4. Main Conference Day 1
...continued
The following sessions will run concurrently
General Session Pension & Endowment Think Tank – New!
3:30 The Global Investment Picture for Life Settlements Evaluating the Investment Opportunities in
& Life ILS: Emerging Trends from Asia, Latin Longevity-Based Assets
America and Eastern Europe The Pension & Endowment Fund Think Tank is an hour long discussion
• A survey of key investor issues and influences in Europe, Asia and session limited to 15 participants from pension and endowment funds.
Latin America There are two levels of participation: you can be among a select group
• Special Focus: Asia - A new and growing frontier for alternative of leaders who will bring to the forefront one topic of interest or
investments challenge you are facing right now. Or you can be a featured
• Examining new strategies for producing risk-managed yields for participant and take advantage of an exclusive networking and
institutional investors learning opportunity that is focused on your specific needs.
• The role of insurance linked securities in new applications to realize Attendance is strictly limited to pension and endowment fund
specific investor goals participants, and all discussions are off-line and off the record.
Ed Lay
Participants Include:
Chairman & CEO
Rene Nunez
Emeritus Capital
Chair, Investment Committee
Kt Huang Texas Permanent School Fund
Managing Director
Steven Bloom
Emeritus Capital
Senior Portfolio Analyst
Franz-Philippe Pryzbyl APG Investments
CEO
Ron Steijn
Berlin Atlantic Capital
Group Vice President, Head of Asset Management
Wai-Keung Tang ABB Pension Fund Switzerland
Managing Partner
Alpha-Value Want to nominate yourself or a colleague? E-mail:
toby.donovan@iqpc.com
4:15 Networking Break in the Solutions Zone
4:45 Interactive Roundtable Discussions – New!
After a jam-packed day of big picture keynotes, panel discussions, case studies, and presentations, the 2nd Life Settlements & Longevity Summit
gives you the chance to meet and brainstorm with small groups of your peers during our interactive roundtable discussions. This is a great
opportunity to make valuable contacts from your area of interest, and to deep-dive into the tricky details that you may have missed in the course of
the day’s sessions. Discussion topics at the conference include:
A. Reducing the Costs of Carry:
Driving Investment Returns by Enhancing Efficiency within your Administrative, Tracking & Portfolio Servicing Activities
B. Understanding the Factors Involved in Portfolio Valuation:
Should Investors have Confidence in the Prices of Life Settlement Pools?
C. Liquidity Solutions for Distressed Life Settlement Portfolios:
Evaluating Options to Bridge Liquidity Gaps and Unlock Future Value
D. Pure Longevity vs. Life Settlement Pools:
Comparing Synthetic Structures with Traditional Cash Investments in the Asset Class
E. Bespoke Medical Underwriting vs. Off-The-Shelf:
Enhancing the Transparency of your Portfolio Valuations through a More Granular Analysis of Policies
F. Combating STOLI Without Violating Consumer Rights:
Is there a Future in Premium Finance?
5:45 Cocktail Reception & End of Main Conference Day One
Sponsored by
“I was impressed by the quality of the attendees – we made important new contacts.”
- Ward Bondurant, Partner, Morris Manning & Martin, LLP
4 1-800-882-8684 www.lifesettlementsummit.com

5. Main Conference Day 2
Thursday, October 1, 2009
7:45 Registration & Coffee 10:45 Examining the Role of Rating Agencies Within a Life
Settlement Securitization
8:30 Chairman’s Opening Remarks • Examining the methodology used in rating a life settlements securitization:
- Performing due diligence on policy origination
8:45 What Pension & Endowment Funds are Looking For in - Creating boundaries for mortality degradations
Life Settlements: Transparency, Institutionalization, and - Stress-testing life settlements based on policy size
the Future of the Asset Class - Applying lags to the collection of death benefits, to better simulate actual
• Evaluating the benefits of life settlements for pension funds seeking a non- collection patterns
stock market correlated asset class with low volatility levels - Applying credit stress tests and default stress tests
• Identifying the common obstacles to investments in life settlements by • What does the rating signify, and can it be trusted?
pension funds and other institutional investors
• Assessing the suitability of longevity-based investments for an LDI-style
Emmanuel Modu
Managing Director and Global Head of Structured Finance
strategy
• Comparing life settlement investments with synthetic longevity products
AM Best
• Examining the progress made towards “institutionalizing” the asset class
• Mapping out the timelines for full asset class maturity: When will life
11:10 Securitization of a Life Settlements Pool: Uncovering
New Opportunities for New Kinds of Investors
settlements come of age and what value will they deliver within a pension • Understanding what securitization means for the long term future of the
fund allocation plan?
life settlements space
Antony Mott • A closer look at the AIG embedded value securitization and its implications
Managing Director, Structured Insurance Products for the life settlements market
ICAP • Examining the investment characteristics of securitized life settlements:
What new types of investors stand to benefit from these securities?
Rene Nunez • Does securitization bring any dangers? Avoiding mistakes made in the
Chair, Investment Committee
mortgage-backed securities space
Texas Permanent School Fund
Emmanuel Modu
Additional Pension Funds & Endowment Funds to be announced - check the
Managing Director and Global Head of Structured Finance
website at www.lifesettlementsummit.com for updates and announcements
AM Best
9:30 Life Settlements & Taxation: Understanding What the Wai-Keung Tang
New Rulings Mean for your Investments Managing Partner
Speaker to be announced – check the website at Alpha-Value
www.lifesettlementsummit.com for updates and announcements
Isaac Efrat
Senior Managing Director
10:15 Networking Break in Solutions Zone Aladdin Capital
Michael Crane
Managing Director
Coventry
11:50 Medical Life Expectancy Debate - The Future of Human Longevity
Is Radical Human Lifespan Extension Within Our Grasp?
Dr. Aubrey De Grey Dr. Jay Olshanksy
Chairman & Founder Professor of Epidemiology
Methuselah VS University of Illinois at
Foundation Chicago
YES
NO
“Aging is the lifelong accumulation of bodily damage. Its immense
complexity focuses gerontologists on modest medical goals: essentially, Radical life extension is not going to happen (if it ever happens) in time
optimizing our natural anti-aging defenses. Skeptics like Jay neglect the to influence any of the investment decisions made by those involved with
burgeoning field of regenerative medicine, which promises repair of bodily life settlements or insurance linked securities. Nothing in gerontology
damage, and which could therefore postpone aging indefinitely. In fact, even comes close to fulfilling the promise of dramatically extended
experts in all relevant strands of regenerative medicine now aim to treat human lifespans – despite what Aubrey says!
aging - despite what Jay says!
However, anyone interested in investing in life settlements should
I thus estimate a 50% chance of radical life extension arriving in 25-30 years. develop a sound understanding of the biological and demographic
Moreover, corresponding results in mice could occur within ten years, which dynamics that drive mortality trends at older ages. Attending this debate
will alter public expectations and force dramatic changes in policy.” will deepen your understanding of the factors that affect longevity, and
may make you a smarter investor.
1:00 Networking Lunch & End of Main Conference
5 1-800-882-8684 www.lifesettlementsummit.com

6. Post Conference Workshops
Thursday, October 1, 2009
A 2:00 pm - 4:00 pm (Registration at 1:45 pm)
“Immunizing” the Secondary Market Buyer: The 5 Things You MUST Do Before Buying a Life Settlements
Portfolio
In spite of the significant opportunities in the life settlements space, origination and eliminate the possibility of future contestability issues
investments in the asset class remain complicated and there are significant • Stochastically simulate portfolio performance to determine best and
pitfalls for investors who don’t conduct the right due diligence, actuarial, worst case scenarios
and economic analyses before purchasing. If you’re evaluating the • Understand how to make use of both primary and secondary LE analysis
marketplace, but have yet to allocate capital, this extended workshop is How You Will Benefit:
for you. You’ll walk away with practical strategies for safeguarding your • Achieve confidence in portfolio pricing by making a more thorough
life settlements portfolio and significantly enhancing the security of your analysis
investment. • Negotiate more effectively with third parties, and achieve more favorable
What You Will Learn: pricing arrangements
• Understand the importance of achieving financial and legal protection for • Reduce contestability issues by sourcing clean, uncompromised policies
your investment
• Utilize water-tight due diligence processes to ensure pristine policy Workshop Leader to be announced – check the website at
www.lifesettlementsummit.com for updates and announcements
B 4:00 pm – 6:00 pm (Registration at 3:45 pm)
Custom-Building a Life Settlements Portfolio: Leveraging the Latest Policy Aggregation Techniques to
Construct a Bespoke Portfolio with Pre-Determined Size, Risk, and Performance Attributes
The normal strategy for investing in the secondary market is to purchase a factors with your overall investment strategy
ready-made portfolio of life settlements. While purchasing an existing pool • Select between LE market segments: 2-4 year LEs vs. 12 years+
of insurance policies may appear to be a quick way for fund managers to • Examining the mechanics of life settlement aggregation: Painless
enter the market, there is also an alternative view: namely that the time strategies for producing a transparent, optimized portfolio
and energy needed to perform the proper due diligence on an existing How You Will Benefit:
portfolio of policies is better allocated to building a new portfolio from • Invest in life settlements without due diligence headaches
scratch. • Determine the characteristics of your portfolio in advance
What You Will Learn: • Design a life settlements portfolio that better suits your overall
• Weigh up due diligence activity on an existing life settlements portfolio investment strategy
with the time needed to create a customized portfolio: Where is your
time better spent? Workshop Leader to be announced – check the website at
• Define the parameters of your portfolio: Align risk, price and volatility www.lifesettlementsummit.com for updates and announcements
"Investors are attracted to life settlements because insurance is seen as a
noncorrelated alternative asset. Life settlements provide noncorrelated
diversification because insurance policies are independent of the factors
contributing to economic downturns, such as interest rate fluctuations
and increasing fuel cost. As a result, life settlements are one way to
reduce a portfolio's exposure to sudden downturns in the stock and
bond markets," – Conning Research & Consulting
“Experts predict explosive growth in life settlements over the next
decade as a result of increasing amounts of institutional capital being
pumped into the system as well as a growing demographic of elderly,
well-off individuals to ensure a generous supply of life insurance
policies.” – Nuwire Investor Magazine
6 1-800-882-8684 www.lifesettlementsummit.com

7. About Our Sponsors
Coventry
For over 25 years, Coventry has been redefining insurance. Founded in 1982, Coventry began as an insurance
marketing, product development and policy administration firm. Known as a leading innovator in the industry, Coventry
assisted insurance carriers in the development of product, software and distribution. It established itself as one of the
top corporate life insurance companies in America during the 1990s, servicing over 70,000 policies for its corporate
clients. In 1998, Coventry created the secondary market for life insurance in the United States and coined the term “life
settlement”. As the market leader, Coventry has structured and financed transactions representing more than $25
billion of death benefit and has been a key driver behind the market’s rapid growth. Today, Coventry is the largest
purchaser and servicer in the longevity and mortality market, employing more than 200 people. Based in Pennsylvania,
Coventry was the first secondary market firm to earn Standard and Poor’s highest servicer ranking (2004 and reaffirmed
in 2006). In 2005, Coventry was first in revenue in the insurance category of the annual Inc. 500 listing of the fastest
growing private companies in America. Website: www.coventry.com
Life Equity
At LIFE EQUITY, our pricing philosophy is governed by the standard that two policies with the same criteria will receive
the same offer. We believe this approach results in consistent and higher payments to owners of life insurance policies
who wish to integrate a life settlement into their financial planning. Our funding comes from top-rated financial
institutions and not from private investors. LIFE EQUITY makes direct contact with policy owners or their intermediaries
regarding offers made. This practice assures a more efficient and expeditious process. Website: www.lifeequity.net
Credit Suisse
As one of the world’s leading banks, Credit Suisse provides its clients with investment banking, private banking and
asset management services worldwide. Credit Suisse offers advisory services, comprehensive solutions and innovative
products to companies, institutional clients and high-net-worth private clients globally, as well as retail clients in
Switzerland. Credit Suisse is active in over 50 countries and employs approximately 48,000 people. Credit Suisse’s
parent company, Credit Suisse Group, is a leading global financial services company headquartered in Zurich. Credit
Suisse Group’s registered shares (CSGN) are listed in Switzerland and, in the form of American Depository Shares (CS),
in New York. The Life Finance Group at Credit Suisse is a dedicated group of over 90 professionals with backgrounds in
various industries which include insurance, banking, structuring, sales and risk management based in New York,
London and Hong Kong. Website: www.credit-suisse.com
Fasano
Fasano Associates is a leading underwriting firm, serving the life, annuity and life settlement markets, with particular
expertise in over-65 and impaired life mortality. Fasano’s estimates of life expectancy are considered the most accurate
in life settlement market, with an Actual to Expected accuracy ratio of 96% estimated in two successive independent
actuarial evaluations. Contact Fasano at www.fasanoassociates.com. Website: www.fasanoassociates.com
Sponsorship And Exhibition Opportunities
Sponsorships and exhibits are excellent opportunities for your company to showcase its products and services to high-level, targeted decision-makers
attending the 2nd Life Settlements & Longevity Summit. IQPC and Finance IQ help companies like yours achieve important sales, marketing and
branding objectives by setting aside a limited number of event sponsorships and exhibit spaces – all of which are tailored to assist your organization in
creating a platform to maximize its exposure at the event.
For more information on sponsoring or exhibiting at the Life Settlements & Longevity Summit, please contact Mario Matulich at (212) 885-2719 or
sponsorship@iqpc.com.
About the Organizer
Finance IQ, the financial division of IQPC, produces the world’s most cutting-edge and strategic financial
conferences across the US, Europe, Asia and the Middle East every year, educating almost 5,000 high-level
executives annually. Our comprehensive events provide an unbiased, specialized forum where you can
discuss the issues most important to you and network with industry leaders.
7 1-800-882-8684 www.lifesettlementsummit.com

8. Qualified Investors: Register
by June 19th for $599!
Registration Information
5 EASY WAYS TO REGISTER:
2nd 1 Web: www.lifesettlementsummit.com
2 Call: 1-800-882-8684 or 1-646-378-6026
YES! Please register me for Life Settlements 3 Email: info@iqpc.com
& Longevity Summit TM
4 Fax: 1-646-378-6025
5 Mail: IQPC
❑ Conference Only ❑ All Access Pass ❑ Workshop A ❑ Workshop B 535 5th Avenue, 8th Floor,
New York, NY 10017
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
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❑ I cannot attend, but please keep me informed of all future events.
Qualified Investors (Pension Funds, Endowment Funds, Hedge Funds and Asset Management Firms)
June 19, 2009 July 3, 2009 July 17, 2009 July 31, 2009 August 28, 2009 Standard Price
Conference Only (Save $900) (Save $800) (Save $600) (Save $400) (Save $200)
$599 $699 $899 $1,099 $1,299 $1,499
All-Access Pass (Save $1,198) (Save $1,098) (Save $898) (Save $698) (Save $498) (Save $298)
(Main Conference $1,399 $1,499 $1,699 $1,899 $2,099 $2,299
+ 2 Workshops)
Workshop(s) $549 each $549 each $549 each $549 each $549 each $549 each
All Others (banks, life settlement providers, law firms, consultants, LE providers, medical underwriters, life settlement exchanges, software
providers, rating agencies, and all other companies)
July 31, 2009 August 28, 2009 Standard Price
Conference Only (save $600) (save $300)
$1,899 $2,199 $2,499
All-Access Pass (Save $998) (Save $698) (Save $398)
(Main Conference + 2 Workshops) $2,599 $2,899 $3,199
Workshop(s) $549 each $549 each $549 each
Please see the website at www.lifesettlementsummit.com for an explanation of Hedge Funds, Pension Funds, Endowment Funds & Asset Managers and All Others.
Please note multiple discounts cannot be combined. Details for making payment via EFT or wire transfer:
A $99 processing charge will be assessed to all registrations not JPMorgan Chase - Penton Learning Systems LLC dba IQPC: 957-097239
accompanied by credit card payment at the time of registration. ABA/Routing #: 021000021
Reference: Please include the name of the attendee(s) and the event number: 17092.002
MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: IQPC
* CT residents or people employed in the state of CT must add 6% sales Payment Policy: Payment is due in full at the time of registration and includes lunches, refreshment and detailed
tax. conference materials. Your registration will not be confirmed until payment is received and may be subject to cancellation.
TEAM DISCOUNTS For IQPC’s Cancellation, Postponement and Substitution Policy, please visit www.iqpc.com/cancellation
For information on team discounts, please contact IQPC Customer Service Venue is to be announced. Please check the website for updates and announcements.
at 1-800-882-8684. Only one discount may be applied per registrant. Special Dietary Needs: If you have a dietary restriction, please contact Customer Service at 1-800-882-8684 to
Special Discounts Available: A limited number of discounts are available discuss your specific needs.
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more information, please contact customer service at 1-800-882-8684. trademark of IQPC. Unauthorized reproduction will be actionable under the Lanham Act and common law principles.
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