Agenda

You may view the 2024 program details below by selecting each day.

Day One
2024-09-17
Day Two
2024-09-18
Day Three
2024-09-19
08:30 - 17:25
LF Dealmakers | Mass Torts Edition: A New One-Day Event

The inaugural LF Dealmakers | Mass Torts Edition will take place on September 17 at Apella in New York City, preceding the 7th Annual LF Dealmakers Forum. It is not included with the annual forum registration, but a combined event ticket is available at a discounted rate. For more details and to register for the back-to-back events, visit: https://masstortsdealmakers.com.

18:00 - 20:00
Opening Reception

The opening reception will take place offsite at the Royalton Park Avenue. Access is exclusively available to registered attendees of the 7th Annual LF Dealmakers Forum and the inaugural LF Dealmakers | Mass Torts Edition.

07:45 - 08:45
Registration & Breakfast
08:45 - 09:00
Welcome & Chairperson’s Opening Remarks
09:00 - 17:30
One-to-One Meetings

Participants have the option to schedule 30-minute meetings utilizing our desktop or mobile app. Registered attendees will receive an invitation to login to the app the week prior to the event.

09:00 - 10:00
THE VIEW FROM THE TOP: THE LITIGATION FINANCE INFLECTION POINT
  • Assessing the performance of litigation finance as an asset class
  • Key industry trends and innovations
  • Developments in the secondary market
  • The future of litigation finance outlook

Speakers:

    • Erin Mulvaney, Legal Affairs Reporter, The Wall Street Journal (moderator)
    • Brandon Baer, Founder & CIO, Contingency Capital
    • William Derrough, Managing Director & Global Co-Head of Capital Structure Advisory, Moelis & Company
    • Michael A. Nicolas, Co-Founder & Managing Director, Longford Capital
    • Michael Richards, SVP – Distressed Debt Trading and Sourcing, Jefferies & Company
10:00 - 10:45
DEEP DIVE: DIGGING INTO THE DETAILS OF DISCLOSURE
  • What courts have said about disclosure: recent case highlights
  • What to disclose and why: hearing it from both sides
  • How to protect attorney-client and work product privilege
  • What regulation is needed, if any, and why?

Speakers:

  • Alison Frankel, Litigation Columnist, Reuters (moderator)
  • Erick Robinson, Partner, Bochner PLLC
  • Peter Lambrianakos, Partner, Fabricant LLP
  • Ashok Pinto, Director of IP Policy, Intel
10:45 - 11:15
Networking Break
11:15 - 12:15
AFFIRMATIVE LITIGATION STRATEGIES: CREATING ECONOMIC OPPORTUNITY
  • Creating an affirmative litigation program
  • Structuring litigation for early recoveries
  • How to avoid jeopardizing customer relationships
  • Effectively using litigation funding

Speakers:

  • Michael P. Fritz, Principal, McKool Smith (moderator)
  • Carrie B. Freed, Investment Manager & Legal Counsel, Omni Bridgeway
  • Sandy Grimm, Chief Legal Officer, Southeastern Grocers
  • Paul Haskel, Partner, Crowell & Moring
  • Vincent Montalto, Partner & Co-Chair, Affirmative Litigation Group, DLA Piper
  • Charles Schmerler, Senior Managing Director and Head of Litigation Finance, Pretium Partners
12:15 - 13:45
Networking Luncheon
13:45 - 14:15
DEEP DIVE: THE ULTIMATE DECISION POINT – TAKING A CASE TO TRIAL
  • Understanding how cases are successfully tried today
  • Top practical considerations in moving forward
  • What your lawyer should and shouldn’t be doing
  • Hedging the known unknowns

Speaker:

Steven Molo, Founding Partner, MoloLamken

14:15 - 15:00
DEALMAKERS’ MASTERS: STRUCTURING WIN-WIN DEALS
  • LFAs and the waterfall – making it work in your favor
  • The growing use of independent counsel
  • Fund structures, deal structures, terms, and returns
  • New and best practices for making a deal work

Speakers:

  • Michael P. Kelley, Partner, Parker Poe (moderator)
  • Joseph Dunn, Managing Director, Fortress Investment Group
  • Adam Hudes, Partner, Vinson & Elkins
  • Sarah Johnson, Head of Litigation Investing, D.E. Shaw & Co.
  • Ryan Stephen, Co-Founder & Managing Partner, Pine Valley Capital Partners
15:00 - 15:30
Networking Break
15:30 - 16:15
INNOVATIVE INSURANCE STRATEGIES TO MANAGE RISK
  • How insurers are working with funders to share risk
  • Which law firms are using insurance, how and why?
  • Insurance-backed litigation funding for plaintiffs
  • Exploring sustainability of current product offerings

Speakers:

  • Nicole Silver, Head of Operations, Lead Underwriter, Ignite Specialty Risk (moderator)
  • Megan Easley, SVP, Contingent Risk, CAC Specialty
  • Ted Farrell, Founder, Litigation Funding Advisers
  • Jon Scahill, President & CEO, Quest Patent Research Corporation
16:15 - 17:00
SECTOR SPOTLIGHT: CHALLENGES AND OPPORTUNITIES IN MASS TORTS FUNDING
  • Key highlights and learning from LF Dealmakers | Mass Torts Edition
  • Spotting the next big and best torts to fund
  • Emerging and innovative uses of ABS
  • Trends and opportunities in global mass actions

Speakers:

  • Steve Nober, Founder & CEO, Consumer Attorney Marketing Group (CAMG) (moderator)
  • Alfredo Chang, Co-Founder & Partner, C Cubed Capital Partners
  • Jason Ethridge, Director, Gerchen Capital Partners
  • Scott Hardy, President, Trimaxian
  • Uliana Pak, VP of Growth, Torticity
17:00 - 18:00
Networking Reception
08:00 - 08:50
Registration & Breakfast
08:50 - 09:00
Chairperson’s Day One Recap
09:00 - 09:30
KEYNOTE ADDRESS

FUNDING AND INSURANCE: FRIENDS, FOES, OR FRENEMIES

  • Learning from insurance history: marine insurance, bond insurance, liability insurance
  • Where are we now and how did we get here?
  • What history tells us about the road ahead
  • Challenges and controversies
KEYNOTE ADDRESS image
Tom Baker
William Maul Measey Professor Of Law, University Of Pennsylvania Carey Law School
09:00 - 16:00
One-to-One Meetings

Participants have the option to schedule 30-minute meetings utilizing our desktop or mobile app. Registered attendees will receive an invitation to login to the app the week prior to the event.

09:30 - 10:15
ASK THE EXPERTS: LITIGATION FUNDING WAR STORIES

A group of industry veterans will together discuss the best and worst things that have happened in their extensive years of litigation funding. They’ll breakdown the details of what happened and why plus the lessons they learned.

 

Speakers:

  • Charles Eldering, CEO, CAsE Analysis Group (moderator)
  • Rebecca Berrebi, Founder & CEO, Avenue 33
  • Fred Fabricant, Managing Partner, Fabricant LLP
  • David Kerstein, Founder & Managing Director, Arcadia Finance
10:15 - 11:00
LEVERAGING TECHNOLOGY TO OPTIMIZE THE LITIGATION LIFECYCLE AND OPPORTUNITIES
  • Can technology be useful for origination?
  • Where are we with financial modeling capabilities
  • Barriers to adoption and implementation
  • What’s better: internal development or an external provider?

Speakers:

  • Isabel Yishu Yang, CEO, ArbiLex (moderator)
  • Evyatar Ben Artzi, CEO, Darrow
  • Alison Hawthorne, Principal, Beasley Allen
  • Eva Shang, Co-Founder & CEO, Legalist
  • Eamon Walsh, President, US Market, Advoc8se
11:00 - 11:30
Networking Break
11:30 - 12:15
BEST PRACTICES IN INSTITUTIONALIZING FUNDING WITHIN THE LAW FIRM
  • Gaining buy-in and developing a strong knowledge base within the firm
  • Understanding the options, deal structures, and pitfalls that accompany funding
  • Developing a process for presenting funding opportunities
  • Knowing the market

Speakers:

  • Jim Batson, Chief Operating Officer, Westfleet Advisors (moderator)
  • Lauren Coppola, Partner, Robins Kaplan
  • Randy Curato, VP – Senior Loss Prevention Counsel, ALAS
  • John S. Holley, Partner, Spencer Fane
12:15 - 12:45
THE POLICY BRIEFING: NAVIGATING THE REGULATORY LANDSCAPE
  • Key updates from the Federal and State level
  • The latest from the Courts
  • The push for regulation
  • How the industry is responding

Speakers:

  • Courtney Quish, Managing Director, Fortress Investment Group
  • Victoria Sahani, Professor of Law, Boston University
  • Boris Ziser, Partner, Schulte Roth + Zabel
12:45 - 14:00
Networking Luncheon
14:00 - 15:00
THE LF DEALMAKERS’ POLICY WORKING GROUP

As a part of the LF Dealmakers Think & Drink, attendees will have the option to join an intimate discussion looking at how the industry is responding to increased scrutiny and opposition. Groups will work to strategize and craft effective responses to growing calls for regulatory and political change.

14:00 - 16:00
One-to-One Meetings Continue
15:00 - 16:00
DEALMAKERS’ THINK & DRINK CONTINUES

Participants can schedule one-to-one meetings or join us for networking and roundtable discussions accompanied by wine, soft drinks, and nibbles. We’ll host a series of facilitated discussions for small groups of 8-10 people per roundtable with topics announced shortly.

16:00
Event Concludes
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