Based on the tremendous positive response from the past year’s industry workshops and informational webinars, each year we strive to bring you even more educational resources to help build your life settlement practice. These events are designed for people of all experience levels – from a fundamentals course, an advanced strategies course, to an interactive panel with key industry figures. Based on the tremendous interest the industry is receiving from the investor world, in 2010 we have added more investment-focused events than ever before. Sign up for events today.
2010 Event Schedule and Registration
All events are held at 10:30 a.m. PT/1:30 p.m. ET unless otherwise specified
June 1 – Fundamentals of Life Settlements
June 3 – Advanced Strategies and Case Studies
June 8 – Investors Only Part 1 - Current Opportunities and State of the Market
June 16 – Broker Panel: Understanding Providers and Brokers
June 22 – The Life Settlement Marketplace - Regulatory Climate; Market Trends
June 24 – Investors Only Part 2 - Portfolios, Securitization, Settlement Allocation impact on overall Portfolios
An accredited investor is defined as follows:
- A bank, insurance company, registered investment company, business development company, or small business investment company;
- An employee benefit plan, within the meaning of the Employee Retirement Income Security Act, if a bank, insurance company, or registered investment adviser makes the decisions, or if the plan has total assets in excess of $5 million;
- A charitable organization, corporation, or partnership with assets exceeding $5 million;
- A business in which all the equity owners are accredited investors;
- A natural person who has individual net worth, or joint net worth with the person's spouse that exceeds $1 million at the time of the purchase;
- A natural person with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year; or
- A trust with assets in excess of $5 million, whose purchases a sophisticated person makes
|