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ISI Co-Sponsors Wharton Symposium on Financial Risk Management

April 16, 2009

April 16-17, 2009? • The Wharton School, Philadelphia, PA The Insurance Studies Institute recently co-sponsored The Wharton School’s Spring Symposium. “Symposium on the Measurement of Low Probability Events in the Context of Financial Risk Management.” For a recap of the event, simply click on the link below. Wharton Spring Symposium ReCapConference Summary


April 16-17, 2009? • The Wharton School, Philadelphia, PA

The Insurance Studies Institute recently co-sponsored The Wharton School’s Spring Symposium. “Symposium on the Measurement of Low Probability Events in the Context of Financial Risk Management.” For a recap of the event, simply click on the link below.

Wharton Spring Symposium ReCapConference Summary

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Life Settlement Investment Summit, part of the Insurance Linked Securities Summit Series

March 25, 2009

Overcoming Challenges & Exploring New Opportunities for Investments in Longevity Risk & Life Settlements?Dates: March 25 – 26, 2009?Location: Millennium Broadway Hotel, New York, NY. ?Producer: IQPC/Finance IQ. For registration information, call 1-800-882-8684 ?Speaker, March 25th, 4:10pm: Paul Siegert, President & CEO, Insurance Studies Institute, “Environment for Secondary Market of Life Insurance and Related Insurer [...]


Overcoming Challenges & Exploring New Opportunities for Investments in Longevity Risk & Life Settlements?Dates: March 25 – 26, 2009?Location: Millennium Broadway Hotel, New York, NY. ?Producer: IQPC/Finance IQ. For registration information, call 1-800-882-8684 ?Speaker, March 25th, 4:10pm: Paul Siegert, President & CEO, Insurance Studies Institute, “Environment for Secondary Market of Life Insurance and Related Insurer Challenges in 2009.”

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Life Settlement Investments 2009

March 18, 2009

Date: March 18, 2009 ?Location: Park Central Hotel, New York, NY.?Producer: IGlobal Forum. For registration information, call 212-752-7760?Keynote Address, 8:15 am: Paul Siegert, President & CEO, Insurance Studies Institute, “Environment for Life Settlements and Related Insurer Challenges in 2009.”?Workshop, 5:30pm – 7:30pm: Paul Siegert facilitating, “Redefining Risk Management.”


Date: March 18, 2009 ?Location: Park Central Hotel, New York, NY.?Producer: IGlobal Forum. For registration information, call 212-752-7760?Keynote Address, 8:15 am: Paul Siegert, President & CEO, Insurance Studies Institute, “Environment for Life Settlements and Related Insurer Challenges in 2009.”?Workshop, 5:30pm – 7:30pm: Paul Siegert facilitating, “Redefining Risk Management.”

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“The Stars are in Alignment” LISA’s Life Settlement Review, March 2009

March 1, 2009

Life Insurance Settlement Series Volume I: The Stars are in Alignment


Life Insurance Settlement Series Volume I: The Stars are in Alignment

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Investors Summit on the Secondary Life Market

January 26, 2009

January 26-27, 2009 • The New York Helmsl Join the Insurance Studies Institute along with industry leaders and experts for two days of practical advice, networking and insightful discussions designed to provide investors with everything they need to know about the latest trends and emerging investment opportunities in the booming secondary life market! Download a [...]


January 26-27, 2009 • The New York Helmsl

Join the Insurance Studies Institute along with industry leaders and experts for two days of practical advice, networking and insightful discussions designed to provide investors with everything they need to know about the latest trends and emerging investment opportunities in the booming secondary life market!

Download a copy of the summit’s itinerary


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Secondary Market of Life Insurance and Related Insurer Challenges Entering 2009

January 20, 2009

A multifaceted approach to describing the numerous pressing concerns facing the life insurance secondary market (LISM) as the recession unfolded in late 2008/early 2009. First, the “state of the industry” is examined, followed by related discussions concerning capital markets, insurer reserve requirements, best practices and standards, legislation and regulation, and new products. Research Brief: Secondary [...]


A multifaceted approach to describing the numerous pressing concerns facing the life insurance secondary market (LISM) as the recession unfolded in late 2008/early 2009. First, the “state of the industry” is examined, followed by related discussions concerning capital markets, insurer reserve requirements, best practices and standards, legislation and regulation, and new products.

Research Brief: Secondary Market of Life Insurance and Related Insurer Challenges Entering 2009

Full Paper: Secondary Market of Life Insurance and Related Insurer Challenges Entering 2009

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Argyle Forum 2008 PowerPoint Presentations

September 25, 2008

We would like to thank you for attending the Life Settlements panel at the Argyle 2008 executive Forum for Endowments, Foundations and Pension Funds. Due to an unprecedented response, we have decided to make the PowerPoint Presentations from our panelists available for your review. (Please see below.) Please don’t hesitate to contact us if you [...]


We would like to thank you for attending the Life Settlements panel at the Argyle 2008 executive Forum for Endowments, Foundations and Pension Funds. Due to an unprecedented response, we have decided to make the PowerPoint Presentations from our panelists available for your review. (Please see below.) Please don’t hesitate to contact us if you have any questions or are interested in making Life Settlements an integral part of your investment portfolio.

Presentation Paul

Presentation Jon

Presentation Antony

Presentation Brad

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Argyle Panel Discussion

2008 Argyle Executive Forum for Endowments, Foundations and Pension Funds presents: Has Investing in Life Settlements Come of Age? September 25, 2008 – New York City Panelists: Jon Sabes President and CEO, Insurance Strategies Fund, LLC President and CEO, GWG Life Settlements, LLC Bradley Geer Managing Director, Houlihan Lokey Howard & Zukin Antony Mott Managing [...]


2008 Argyle Executive Forum for Endowments, Foundations and Pension Funds presents:

Has Investing in Life Settlements Come of Age?

September 25, 2008 – New York City

Panelists:

Jon Sabes

President and CEO, Insurance Strategies Fund, LLC

President and CEO, GWG Life Settlements, LLC

Bradley Geer

Managing Director, Houlihan Lokey Howard & Zukin

Antony Mott

Managing Director, ICAP Capital Markets

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Published Works

August 1, 2008

Tools & Techniques of Life Settlement Planning Paul Siegert was asked to contribute to the first edition of the National Underwriters publication on Life Settlement.  Life Settlement Planning delivers a “balanced overview of the life settlement market and covers the full spectrum of the business”.  Mr Siegert penned three chapters:  What Are Life Settlements – [...]


Tools & Techniques of Life Settlement Planning

Paul Siegert was asked to contribute to the first edition of the National Underwriters publication on Life Settlement.  Life Settlement Planning delivers a “balanced overview of the life settlement market and covers the full spectrum of the business”.  Mr Siegert penned three chapters:  What Are Life Settlements – History and Evolution; Life Settlement Abuses, Problems and Fraud; and Economics and Risk.  All three chapters are available for your download below.

Chapter 1: What Are Life Settlements? – History and Evolution

Chapter 9: Life Settlement Abuses, Problems and Fraud

Chapter 10: Economics and Risk

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The Effect of Life Settlement Portfolio Size on Longevity Risk

To examine how portfolio size affects longevity risks in a pool of life settlements. Specifically, this research analyzes the impact of longevity risk on the investment return of a life settlement portfolio. Research Brief: The Effect of Life Settlement Portfolio Size on Longevity Risk Full Paper: The Effect of Life Settlement Portfolio Size on Longevity [...]


To examine how portfolio size affects longevity risks in a pool of life settlements. Specifically, this research analyzes the impact of longevity risk on the investment return of a life settlement portfolio.

Research Brief: The Effect of Life Settlement Portfolio Size on Longevity Risk

Full Paper: The Effect of Life Settlement Portfolio Size on Longevity Risk

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