Alternative Investment Strategies: Life Insurance Settlements
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PANEL:
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Doug Himmel, President, Melville Capital
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Corwin Zass, Principal and Consulting Actuary, Actuarial Risk Management
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Brian Casey, Partner, Locke Lord
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Jule Rousseau, Partner, Arent Fox
MODERATOR:
MAJOR TOPICS:
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Life settlements market overview
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Seller’s v. buyer’s perspectives
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Individual v. Corporate-owned policies
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Life settlements as an alternative asset class
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Transaction process and underwriting
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Legal and regulatory framework
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Due diligence
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Tax implications
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Servicing the assets
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Overview of the risks