2020 agenda

thought leadership

detailed agenda

Day One
2020-10-13
Day Two
2020-10-15
Day Three
2020-10-20
Day Four
2020-10-22
11:00 - 11:30
Welcome & Opening Conversation

Welcome Conversation with Event Co-Hosts:
Kate Boyd, Chief Engagement Officer, Validity Finance
Wendy Chou, CEO, Dealmakers
 
Featuring an Interview with:

Welcome & Opening Conversation image
Ashley Keller
Partner, Keller Lenkner & Co-Founder, Gerchen Keller Capital
11:45 - 12:45
[Panel] STATE OF THE INDUSTRY: LITIGATION FINANCE & RISK MANAGEMENT
  • Global Landscape: New Entrants, Exits & Fundraising
  • Market Analysis: Data Trends & Patterns
  • New Developments in Insurance & Funding Solutions
  • COVID Impact & Outlook

Speakers:
Sara Randazzo, Legal Business Reporter, The Wall Street Journal (moderator)
Rebecca Berrebi, Founder & CEO, Avenue 33
Ian Ippolito, Founder, Private Investor Club
Leslie Perrin, Chairman, International Legal Finance Association
Ross Wallin, Managing Principal, Curiam Capital

12:45 - 13:00
Stretch & Refresh Break

Participants will have the opportunity to join us for a short relaxation break between sessions.

13:00 - 14:00
[Panel] PICKING RIGHT: FINDING THE BEST FUNDING OPTION FOR YOUR FIRM
  • Self-Funding Versus Third Party Funding
  • Types of Funding Deals & Providers
  • Key Consideration Across Deal Types for Firms
  • Examining Critical Deal Terms

Speakers:
Charles Agee, CEO, Westfleet Advisors (moderator)
Peter Bulger, PP&C (former Managing Director of Financial Planning & Analysis at Kobre & Kim)
Chip Hodgkins, Managing Director & Co-Founder, Statera Capital
Michael Nicolas, Co-Founder & Managing Director, Longford Capital
Kalpana Srinivasan, Managing Partner, Susman Godfrey

14:00 - 17:00
1:1 Meetings & Networking Lounge

Participants may schedule 15-minute video meetings with one another utilizing the virtual event platform, or they may join us in the networking lounge for casual meetings.

10:45 - 12:00
[Panel] CIO ROUNDTABLE: INSIGHTS, CHALLENGES & OPPORTUNITIES

We’ll kick off the day with a 10 minute event update followed immediately by the panel.
 
CIO ROUNDTABLE: INSIGHTS, CHALLENGES & OPPORTUNITIES

  • What Are You Funding & Why?
  • What Aren’t You Funding & Why Not?
  • Biggest Opportunities & Areas of Growth for LF
  • Biggest Concerns & Threats

Speakers:
Steven Molo, Founding Partner, MoloLamken (moderator)
Patrick Dempsey, Chief Investment Officer, US, Therium Capital
Sarah Johnson, Co-Head Litigation Finance, D. E. Shaw & Co.
Aaron Katz, Chief Investment Officer, Parabellum Capital
David Kerstein, Chief Risk Officer & Senior Investment Manager, Validity Finance

12:00 - 12:45
[Breakouts] Breakout Discussions with Facilitators

The concurrent breakouts are designed as small group open discussions, hosted by facilitators. Participants will have the opportunity to select from the following six breakouts:
 

  • Women in Litigation Finance
  • Law Firm-Funder Partnerships
  • International Arbitration
  • Legal & Ethics
  • In-House & Corporate 
  • Intellectual Property
12:45 - 13:00
Stretch & Refresh Break

Participants will have the opportunity to join us for a short relaxation break between sessions.

13:00 - 14:00
[Panel] LEGAL, REGULATORY, AND ETHICS DEVELOPMENTS
  • ABA Best Practices for Litigation Funding
  • Disclosure Case Law & State Updates
  • Uniform Law Commission Decision
  • Novoselsky v. Commissioner
  • Fast Trak Investment Co., LLC v. Sax
  • Qui Tam False Claims Act

Speakers:
Annie Pavia, Senior Analyst, Bloomberg Law (moderator)
Preeti Bhagnani, Partner, White & Case
William Marra, Investment Manager, Validity Finance
Tyler Maulsby, Counsel, Frankfurt Kurnit

14:00 - 17:00
1:1 Meetings & Networking Lounge

Participants may schedule 15-minute video meetings with one another utilizing the virtual event platform, or they may join us in the networking lounge for casual meetings.

17:00 - 18:00
After-the-Event Networking Hour
10:45 - 12:00
[Panel] FROM COST TO PROFIT: CORPORATE PERSPECTIVES ON LITIGATION FINANCE

We’ll kick off the day with a 10 minute event update followed immediately by the panel.
 
FROM COST TO PROFIT: CORPORATE PERSPECTIVES ON LITIGATION FINANCE

  • Funding Options for Legal Departments
  • How the Process Works & What It Will Cost
  • Managing Communications, Expectations & Relationships
  • Key Challenges to Adoption

Speakers:
Marla Butler, Partner, Thompson Hine (moderator)
Sanjay Desai, Head of Litigation Insurance & Funding, Marsh
York Eggleston, Managing Partner, YE Ventures
Vincent Montalto, Senior Litigation Counsel, BASF

12:00 - 12:45
[Breakouts] Breakout Discussions with Facilitators

The concurrent breakouts are designed as small group open discussions, hosted by facilitators. Participants will have the opportunity to select from the following six breakouts:
 

  • Women in Litigation Finance
  • Law Firm-Funder Partnerships
  • International Arbitration
  • Legal & Ethics
  • In-House & Corporate 
  • Intellectual Property
12:45 - 13:00
Stretch & Refresh Break

Participants will have the opportunity to join us for a short relaxation break between sessions.

13:00 - 14:00
[Panel] ASK THE EXPERTS: TOUGH QUESTIONS IN LITIGATION FINANCE

An open and candid forum to dialogue with leading experts on the most pressing issues and “gray areas” in litigation finance including conflicts of interest, disclosure, tax and accounting issues, and more. Questions can be submitted by participants in advance of and during the event.
 
Speakers:
Gene Phillips, CEO, PF2 Securities (moderator)
Fred Fabricant, Partner, Fabricant LLP
William Farrell, Managing Director & General Counsel, Longford Capital
Matthew Harrison, Senior Investment Manager, Director of Complex Strategies, Omni Bridgeway
Lewis LeClair, General Counsel, McKool Smith

14:00 - 17:00
1:1 Meetings & Networking Lounge

Participants may schedule 15-minute video meetings with one another utilizing the virtual event platform, or they may join us in the networking lounge for casual meetings.

11:00 - 12:15
[Panel] BEST PRACTICES & LESSONS LEARNED IN FIRM-FUNDER ALLIANCES & FUNDED DEALS
  • Funding Terms that Balance Risk & Reward
  • Dealing with Claimant, Litigator, and Funder Dynamics
  • Managing the Case, Cost, and Resolution
  • Avoiding Pitfalls & Common Mistakes

Speakers:
Alan Guy, Managing Director of Underwriting, Kobre & Kim (moderator)
Patrick Arenz, Partner, Robins Kaplan
Aaric Eisenstein, VP of Licensing Strategy, PMC
Tatiana Markel, Partner, Baker Hostetler

12:15 - 12:30
Stretch & Refresh Break

Participants will have the opportunity to join us for a short relaxation break between sessions.

12:30 - 13:30
[Panel] SECTOR SPOTLIGHT: FUNDING IN PATENT & INTELLECTUAL PROPERTY CASES
  • What Kinds of IP Cases are Getting Funded: Patents vs Other IP
  • What to Prepare & Expect in the Diligence Process
  • What to Know When Negotiating Funding Agreements
  • Patent Specific Considerations: Section 101, IPRs, ITC

Speakers:
Michael Renaud, Member, Mintz (moderator)
Susan Dunn, Co-Founder, Harbour Litigation Funding
Emily Hostage, Vice President, Burford Capital
Warren Hurwitz, President & CEO, Innovative Foundry Technologies
Thomas Loureiro, Executive VP of IP Licensing and Strategy, Innovative Foundry Technologies

13:35 - 14:00
Farewell & Closing Conversation

Closing Conversation with Event Co-Hosts:
Kate Boyd, Chief Engagement Officer, Validity Finance
Wendy Chou, CEO, Dealmakers

14:00 - 17:00
1:1 Meetings & Networking Lounge

Participants may schedule 15-minute video meetings with one another utilizing the virtual event platform, or they may join us in the networking lounge for casual meetings.

17:00 - 18:00
After-the-Event Networking Hour
Select date to see events.
Scroll to Top