Speakers

Zohar Elhanani
Zohar has broad and diverse experience in Operations Management, Business and Corporate Development in a variety of growth industries. Prior to joining Legacy Benefits, Zohar served as Executive Vice President of Sales & Operations for RealTimeImage, Inc., a medical imaging technology company which was later acquired by IDX Systems Corporation. Following this acquisition in July 2005, Zohar joined IDX as the Managing Director of the newly acquired business. Zohar subsequently played an key role in GE Healthcare’s acquisition of IDX. Before his involvement with RealTimeImage and IDX, Zohar was a Director of Business Development for Scitex Corporation, (NASDAQ: SCIX), a global leader in digital imaging solutions for the graphic arts industry, where he evaluated business and corporate development opportunities and implemented M&A transactions in line with the company's corporate strategy. In addition, Mr. Elhanani was formerly an Associate with Giza Venture Capital Fund where he managed investments in the IT, Enterprise Software and Communications sectors.

M. Bryan Freeman
Mr. Freeman, President of Habersham Funding, LLC, is recognized internationally for his tireless efforts in developing the secondary market for life insurance. He has been a licensed life agent for 30 years and has been engaged in the life settlement industry since 1989 when the option came into the mainstream, giving him 20 years’ experience in a 20-year-old industry.

In 2009 Bryan was honored by the Life Settlement Review as one of the 10 most influential people in the settlement industry internationally. He served an unprecedented four terms as President of the board of the Life Insurance Settlement Association. Bryan and his staff have been actively involved in the development of responsible regulation and legislation of the secondary market for life insurance since its inception. His activism helped federal employees and veterans gain the right to transact settlements and cleared the way for tax-free treatment for some settlements.

Jason P. Gosselin, Esq.
Jason P. Gosselin is a partner in the firm's Insurance Practice Group. His practice is national in scope, focusing primarily on insurance and financial services business litigation. One of Jason's areas of particular concentration is the representation of life insurers in connection with the often unrecognized exposure created by the secondary life insurance market, including viatical and life settlements, and stranger originated life insurance. Jason and his colleagues serve as national counsel to several life insurers for secondary market litigation. Jason’s insurance practice also includes the representation of insurers and annuity issuers in the defense of coverage and bad faith claims, and in sales practices litigation.

In addition to his work on behalf of insurers, Jason represents businesses both small and large in a broad variety of traditional commercial litigation, including breach of contract, commercial sales and leasing, civil racketeering, unfair trade practices, and employment-related disputes.

Rob Haynie
Mr. Haynie has been a major influence in the evolution of the life settlement industry during his sixteen-year career of proactive involvement. Not only has he been directly involved in negotiating and settling several thousand contracts, he currently serves on the Board of Directors of the (LISA), Life Insurance Settlement Association, in addition to serving as its Vice President for four years in the past. He has recently been recognized as one of the 10 most influential people in the Life Settlement Industry by his peers. Life Insurance Settlements, Inc., or LIS is uniquely qualified to shop Life Settlements as one of the original Life Settlement Broker companies and one of the largest submitters of Life Settlement policies in the business today. Additionally, he is a noted speaker, panelist and author or contributor on the topic of life settlements in various trade journals, periodicals and press outlets across the globe and serves on the customer advisory board of 21st Services. Mr. Haynie, an Alumnus of Florida State University, currently holds a Life Agent License with Viatical Settlement Broker Appointment for LIS. He currently resides in Fort Lauderdale, Florida with his wife of 13 years, Lauren and their identical twin daughters, Skyler and Brooke.

David Hough
Biography forthcoming

John R. Iacovino, M.D., FACP
John Iacovino joined Fasano Associates as Medical Director in March 2005.  He previously served as Vice President and Chief Medical Director of New York Life Insurance Company from 1998 to 2004.  From 1986 to 1988, Dr. Iacovino served as the Medical Director of General Reassurance Corporation. He started his career in private practice at Respiratory Associates in Norwalk, Connecticut.

Dr. Iacovino is a certified member of the board of Insurance Medicine, Board of Pulmonary Diseases, the National Board of Examiners, and Board of Internal Medicine.  He received his doctor of medicine degree in 1967 from the School of Medicine at Tufts University, after receiving his undergraduate degree from Middlebury College.

Mike Leibowitz
Mike Leibowitz has 29 years experience in the life insurance and financial services marketplace. Mike began his career in 1980, as an agent with New York Life. By 1982, he was promoted to sales manager and became a general manager in 1984. Over the next five years, Mike transformed three underperforming insurance agencies into top producing business units by focusing and delivering the fundamentals: marketing, training, and operational excellence.

In 1989, Mike founded MAL Associates, a life insurance agency based in Farmington Hills, Michigan. Working primarily with one insurance group, he recognized the continually evolving needs of high-level financial professionals and established an approach to life insurance marketing that combined competitive products with outstanding quality in underwriting offers.

Robert W. Lund, M.D.
Dr. Robert Lund grew up in northern Wisconsin.  He received his college education at Carleton College in Northfield, MN and, subsequently, his doctor of medicine degree and residency training at Emory University School of Medicine in Atlanta, GA.  After serving in the armed forces Dr. Lund returned to Atlanta where he established a private practice in internal medicine.  He first became active in insurance medicine in 1990 and has been a full time life insurance medical director for about fourteen years.  He currently serves as Medical Advisor to Fasano Associates.  Several areas that he has been particularly interested in include the calculation of excess mortality represented by various medical impairments and underwriting manual construction.  He is board certified in both internal medicine and insurance medicine.  Dr. Lund is married and has one son who lives in Boston, MA.

Peter M. Mazonas
Peter Mazonas founded Life Settlement Financial (LSF) in 2006 to offer transparency and efficiency as both a life settlement provider and capital markets company serving the life settlement marketplace. At the core are principles consistent with generally accepted auditing and asset valuation techniques. Life Settlement Financial owns the commercial rights to Longevity Cost Calculator™ (LCC), originally peer reviewed and published in the North American Actuarial Journal. This model has 96% actual to expected Chi-Square and linear regression validated accuracy.

Previously, Mazonas has a broad background in accounting, corporate governance, business asset valuation and computer modeling. Mazonas acted as interim COO/CFO of Archimedes, Inc., an evidence-based quantitative pharmaco/economic model for predictive analysis of new drugs and patient therapies for big pharma, national therapy advocacy associations and large Fortune 500 companies, and was Director of Corporate Governance and Sarbanes Oxley compliance for $90 billion McKesson Corp.

Jon B. Mendelsohn
Jon B. Mendelsohn President and CEO, Ashar Group, LLC, a nationally licensed life settlement firm, has extensive life settlement process experience and expertise in both the operational and marketing components of the secondary market. He became active in the Life Settlement industry when the market transitioned to an institutionally-driven market. He has spoken nationally at numerous financial services conferences and frequently conducts continuing education for both financial advisors and attorneys nationally. He is a member of the International Forum and the 21st Services Customer Advisory Board. Mendelsohn earned bachelor’s degrees in economics and marketing and a master’s degree in education from the University of Florida.

Emmanuel Modu
Emmanuel Modu is the Managing Director and Global Head of the Insurance-Linked Securities Group at A.M. Best Company. He has spearheaded A.M. Best’s entry into insurance-linked securitizations.  Emmanuel’s group is responsible for rating insurance-linked securitizations such as catastrophe bonds; sidecars; trust-preferred CDOs; disability reserve securitizations; period-certain and life-contingent structured settlement securitizations; life settlement securitizations; and special reinsurance structured transactions. Emmanuel is also responsible for A.M. Best’s research on insurance company impairments and for writing rating methodologies used for structured transactions. 
Emmanuel has an electrical engineering degree from Princeton University and an MBA in finance from the University of Pennsylvania’s Wharton School.

Jeff Mulholland, FSA
Jeff is the Chairman and CEO of Insurance Capital Markets Holdings, Ltd., which is an investment manager that focuses on the longevity and life settlements markets.  Insurance Capital Markets offers both derivative and cash strategies in the sector, and has significant expertise in both areas.

Jeff served as the President of Life Equity, the 3rd largest originator of policies in the life settlements market, which originated approximately $1 billion of face amount of policies in 2007 and has over 60 employees.  He resigned from Life Equity to pursue the creation of Insurance Capital Markets.

Zach Murphy
Biography forthcoming

Arshad Hasan Qureshi
Arshad (Hasan) Qureshi began his actuarial career at Eagle Star Insurance Company in London from 1966 to 1973. He served in positions of increasing responsibility from 1973 to 1990 at United Services Life Insurance Corporation, including Senior Vice President and Actuary. From 1990 to 2005 he served as Senior Vice President and Actuary at the American International Group (AIG), with responsibility for corporate and affluent life markets. Since January 2006, Hasan has served as Chief Actuary at Fasano Associates, directing its actuarial research efforts. Mr. Qureshi is Fellow of the Institute of Actuaries, United Kingdom. He is a Member of the American Academy of Actuaries and an Associate of the Society of Actuaries.

Jule Rousseau
Jule Rousseau focuses his practice on insurance and reinsurance. Jule and his colleagues in the Insurance and Reinsurance Practice Group advise clients in all areas of the business, including disputed issues, policy and treaty wording, and regulatory compliance. Jule's practice includes property and casualty, life, and accident and health insurance and he represents insurers, agents and brokers.

Jule and his colleagues have developed an expertise in the life settlement business and with premium finance structures used in the purchase of life insurance. The firm represents clients in all facets of this business--policyholders, lenders, life settlement brokers and providers and hedge funds providing capital to the industry.

Cormac Treanor
Cormac Treanor is head of longevity solutions for Wilton Reassurance Company (‘Wilton Re’), a US based Life Reinsurer. Cormac has spent fifteen years leading capital markets business in both banking and insurance in Europe and the US. Cormac started his career in Banking, in a number of transactional and structured finance roles and has since spent the last 5 years focussed on the life insurance industry. In this capacity Cormac started and built two businesses from scratch, both in a Bank and on a standalone basis, before taking up his current position with Wilton Re. Prior to his current role, Cormac was both founder and CEO of Odyssey Financial Partners Limited (‘Odyssey’), an Irish based asset manager focussed on the US secondary life insurance market. Prior to founding Odyssey, Cormac was a Director within the corporate banking business of Allied Irish Banks plc (‘AIB’), where he established, and was head of, the insurance solutions group. Cormac previously held a number of senior transactional roles within the Capital Markets division of AIB. Cormac is a member of the Institute of Chartered Accountants (‘FCA’) in Ireland, and Institute of Taxation in Ireland (‘AITI’).

Kirk Van Brunt, Esq.
Kirk Van Brunt is a Partner in the Washington, D.C. office of Locke Lord Bissell & Liddell. Mr. Van Brunt’s practice is focused on the taxation of financial institutions and products, with a particular focus on insurance companies and insurance products. Within the insurance arena, Mr. Van Brunt has substantial experience with life settlement transactions, bank/corporate owned life insurance (BOLI/COLI), and is very active within the structured settlement industry. Mr. Van Brunt also has substantial experience in the tax treatment of asset-backed securities (especially tax issues relating to REMICs) and derivative financial instruments. Mr. Van Brunt is a graduate of Harvard Law School where he was a member of the Harvard Law review. A frequent speaker on insurance tax issues, Mr. Van Brunt has been asked to speak at some of the most prestigious events in the country and has published a variety of articles on the subject.