2020 agenda
thought leadership
detailed agenda
NAVIGATING THE MASS TORT LANDSCAPE: A COMPREHENSIVE GUIDE FROM INCEPTION THROUGH FUNDER REPAYMENT
Topics covered in this 3-hour workshop include mass tort marketing and the mass tort process, from beginning to end, including the importance of pre-settlement case development and the timing of post-settlement funding and disbursements. This workshop is included with the all-access ticket. View the full workshop agenda and details.
Sponsored by:
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.
- How are fund structures changing? Deal structures?
- Who are the new players and products? Insurance and secondaries?
- How about tech? Data, AI, online marketplaces?
- How is the economy impacting funders? Investor appetite?
Speakers:
Chandra Metzler, Managing Partner, CM Squared (moderator)
Brandon Baer, Founder & Chief Investment Officer, Contingency Capital
Stephen Davidson, Managing Director, Aon
Michael Nicolas, Co-Founder & Managing Director, Longford Capital
Ed Scanlan, Founder & CEO, Bridge Legal
- Getting up to speed on funding & insurance products
- How to fast track diligence and deal with exclusivity
- Negotiating key terms and spotting red flags
- Benchmarking numbers & making the waterfall work for you
Speakers:
Ted Farrell, Founder, Litigation Funding Advisers (moderator)
Fred Fabricant, Managing Partner, Fabricant LLP
Molly Pease, Managing Director, Curiam Capital
Boris Ziser, Partner, Schulte Roth & Zabel
Panelists representing all the key parties to litigation and contingent risk insurance transactions will explain how litigation funders, insurers, insurance brokers, and lawyers all work together to minimize risk and optimize outcomes for parties to and investors in litigation. Our expert panel will discuss the different roles that each of these parties play and their varying perspectives and goals with respect to:
- Judgment preservation insurance
- Insurance-backed judgment monetization
- Insuring litigation finance loans to law firms
- “Portfolio” wrappers for both funders and law firms
Speakers:
Stephen Kyriacou, Managing Director & Senior Lawyer, Aon (moderator)
Rebecca Berrebi, Founder & CEO, Avenue 33
Daniel Bond, Senior VP, DUAL North America
Jarvis Buckman, Managing Partner, Leste
Steven Penaro, Partner, Alston & Bird
- Key factors that influenced the past year
- Emerging trends that will define the future
- What are and aren’t you investing in?
- Biggest challenges and opportunities
Speakers:
Steven Molo, Founding Partner, MoloLamken (moderator)
Sarah Johnson, Head Litigation Investing, D. E. Shaw & Co.
Aaron Katz, Chief Investment Officer, Parabellum Capital
Joseph Siprut, CEO & CIO, Kerberos Capital
This case study will focus on how a company with valuable IP can use insurance and financing to facilitate IP monetization and achieve its organizational goals.
Speakers:
Megan Easley, Senior Vice President, CAC Specialty (moderator)
Josh Kaye, SVP & Chief Counsel for Global Contingent & Litigation Risk, Arcadian Risk Capital
Grant Schrader, Vice President, Law Finance Group
- What’s happening at the federal level? State level?
- What’s happening in Delaware? Other courts?
- How is the litigation finance industry responding?
Speaker:
Jack Kelly, Managing Director, American Legal Finance Association
In conversation with: William Marra, Director, Certum Group
As the availability and usage of third party funding continues to grow, industry insiders and opponents alike are raising questions about responsible and best practices. For a nascent industry, asking the right questions can be productive for all parties. This panel aims to delve into the heart of the matter, through open dialogue and insightful exchange on these key issues:
- Ethical challenges and conflicts of interest & establishing clear guidelines
- Impact on attorney-client relationships & defining the role of the litigator
- Defining a regulatory framework & solving for disclosure & accountability concerns
- Balancing benefits vs risks & considering potential abuses of the system
Speakers:
Michael Kelley, Partner, Parker Poe (moderator)
Nathan Morris, SVP, Legal Reform Advocacy, U.S. Chamber Institute for Legal Reform
Charles Schmerler, Head of Litigation Finance, Pretium Partners
Maya Steinitz, Professor of Law, Boston University
- Breaking down secondary activity and volume
- How funders are benefitting from secondary sales
- Portfolio prep and due diligence for a secondary sale
- How insurers facilitate growth of the secondary market
Speakers:
Nick Cooper, Portfolio Manager, Gerchen Capital Partners (moderator)
Joseph Dunn, Managing Director, Fortress Investment Group
Jason Ethridge, Vice President, Gerchen Capital Partners
Sarah Lieber, Co-CEO & Senior Managing Director, JBSL
Christopher Young, GC, North America & Chief Compliance Officer, Omni Bridgeway
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.
- Getting to the deal: drivers and disruptions
- Post-deal issues: surprises and difficulties
- Benchmarking and best practices developed
- Lessons learned and advice for future
Speakers:
Michael Fritz, Principal, McKool Smith (moderator)
Joey James, Partner, Joey James Law
William LaFontaine, Senior Advisor and an Executive in Residence, Columbia Technology Ventures
Jon Scahill, President & CEO, Quest Patent Research Corporation
- Creating a client-focused pricing strategy & models
- Evaluating funding sources: recourse vs non-recourse
- Considerations in case vs portfolio arrangements
- Managing the litigation: budget, team, and strategy
Speakers:
Danielle “DJ” Healey, Partner, Spencer Fane (moderator)
Paul Haskel, Partner, Crowell & Moring
Kfir Levy, Partner, Mayer Brown
Emily Niles, Partner, Robins Kaplan
- Who’s doing what in mass torts? How about funding?
- How funders are evaluating and working with firms
- Examples of the ABS framework in action & challenges
- Pre- and post-settlement funding and time to disbursement
Speakers:
Gary Goldberg, Executive Vice President, Mass Torts, ARCHER (moderator)
Jacob Malherbe, CEO, X Social Media
Melanie Muhlstock, Managing Partner, Mass Torts, Parker Waichman
Steve Nober, CEO, Consumer Attorney Marketing Group (CAMG)
Ryan Stephen, Managing Partner, Pine Valley Capital Partners
Facilitated small group discussions. Roundtable signups are available on the event app.
Facilitated small group discussions. Roundtable signups are available on the event app.
NAVIGATING THE MASS TORT LANDSCAPE: A COMPREHENSIVE GUIDE FROM INCEPTION THROUGH FUNDER REPAYMENT
Topics covered in this 3-hour workshop include mass tort marketing and the mass tort process, from beginning to end, including the importance of pre-settlement case development and the timing of post-settlement funding and disbursements. This workshop is included with the all-access ticket. View the full workshop agenda and details.
Sponsored by:
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.
- How are fund structures changing? Deal structures?
- Who are the new players and products? Insurance and secondaries?
- How about tech? Data, AI, online marketplaces?
- How is the economy impacting funders? Investor appetite?
Speakers:
Chandra Metzler, Managing Partner, CM Squared (moderator)
Brandon Baer, Founder & Chief Investment Officer, Contingency Capital
Stephen Davidson, Managing Director, Aon
Michael Nicolas, Co-Founder & Managing Director, Longford Capital
Ed Scanlan, Founder & CEO, Bridge Legal
- Getting up to speed on funding & insurance products
- How to fast track diligence and deal with exclusivity
- Negotiating key terms and spotting red flags
- Benchmarking numbers & making the waterfall work for you
Speakers:
Ted Farrell, Founder, Litigation Funding Advisers (moderator)
Fred Fabricant, Managing Partner, Fabricant LLP
Molly Pease, Managing Director, Curiam Capital
Boris Ziser, Partner, Schulte Roth & Zabel
Panelists representing all the key parties to litigation and contingent risk insurance transactions will explain how litigation funders, insurers, insurance brokers, and lawyers all work together to minimize risk and optimize outcomes for parties to and investors in litigation. Our expert panel will discuss the different roles that each of these parties play and their varying perspectives and goals with respect to:
- Judgment preservation insurance
- Insurance-backed judgment monetization
- Insuring litigation finance loans to law firms
- “Portfolio” wrappers for both funders and law firms
Speakers:
Stephen Kyriacou, Managing Director & Senior Lawyer, Aon (moderator)
Rebecca Berrebi, Founder & CEO, Avenue 33
Daniel Bond, Senior VP, DUAL North America
Jarvis Buckman, Managing Partner, Leste
Steven Penaro, Partner, Alston & Bird
- Key factors that influenced the past year
- Emerging trends that will define the future
- What are and aren’t you investing in?
- Biggest challenges and opportunities
Speakers:
Steven Molo, Founding Partner, MoloLamken (moderator)
Sarah Johnson, Head Litigation Investing, D. E. Shaw & Co.
Aaron Katz, Chief Investment Officer, Parabellum Capital
Joseph Siprut, CEO & CIO, Kerberos Capital
This case study will focus on how a company with valuable IP can use insurance and financing to facilitate IP monetization and achieve its organizational goals.
Speakers:
Megan Easley, Senior Vice President, CAC Specialty (moderator)
Josh Kaye, SVP & Chief Counsel for Global Contingent & Litigation Risk, Arcadian Risk Capital
Grant Schrader, Vice President, Law Finance Group
- What’s happening at the federal level? State level?
- What’s happening in Delaware? Other courts?
- How is the litigation finance industry responding?
Speaker:
Jack Kelly, Managing Director, American Legal Finance Association
In conversation with: William Marra, Director, Certum Group
As the availability and usage of third party funding continues to grow, industry insiders and opponents alike are raising questions about responsible and best practices. For a nascent industry, asking the right questions can be productive for all parties. This panel aims to delve into the heart of the matter, through open dialogue and insightful exchange on these key issues:
- Ethical challenges and conflicts of interest & establishing clear guidelines
- Impact on attorney-client relationships & defining the role of the litigator
- Defining a regulatory framework & solving for disclosure & accountability concerns
- Balancing benefits vs risks & considering potential abuses of the system
Speakers:
Michael Kelley, Partner, Parker Poe (moderator)
Nathan Morris, SVP, Legal Reform Advocacy, U.S. Chamber Institute for Legal Reform
Charles Schmerler, Head of Litigation Finance, Pretium Partners
Maya Steinitz, Professor of Law, Boston University
- Breaking down secondary activity and volume
- How funders are benefitting from secondary sales
- Portfolio prep and due diligence for a secondary sale
- How insurers facilitate growth of the secondary market
Speakers:
Nick Cooper, Portfolio Manager, Gerchen Capital Partners (moderator)
Joseph Dunn, Managing Director, Fortress Investment Group
Jason Ethridge, Vice President, Gerchen Capital Partners
Sarah Lieber, Co-CEO & Senior Managing Director, JBSL
Christopher Young, GC, North America & Chief Compliance Officer, Omni Bridgeway
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.
- Getting to the deal: drivers and disruptions
- Post-deal issues: surprises and difficulties
- Benchmarking and best practices developed
- Lessons learned and advice for future
Speakers:
Michael Fritz, Principal, McKool Smith (moderator)
Joey James, Partner, Joey James Law
William LaFontaine, Senior Advisor and an Executive in Residence, Columbia Technology Ventures
Jon Scahill, President & CEO, Quest Patent Research Corporation
- Creating a client-focused pricing strategy & models
- Evaluating funding sources: recourse vs non-recourse
- Considerations in case vs portfolio arrangements
- Managing the litigation: budget, team, and strategy
Speakers:
Danielle “DJ” Healey, Partner, Spencer Fane (moderator)
Paul Haskel, Partner, Crowell & Moring
Kfir Levy, Partner, Mayer Brown
Emily Niles, Partner, Robins Kaplan
- Who’s doing what in mass torts? How about funding?
- How funders are evaluating and working with firms
- Examples of the ABS framework in action & challenges
- Pre- and post-settlement funding and time to disbursement
Speakers:
Gary Goldberg, Executive Vice President, Mass Torts, ARCHER (moderator)
Jacob Malherbe, CEO, X Social Media
Melanie Muhlstock, Managing Partner, Mass Torts, Parker Waichman
Steve Nober, CEO, Consumer Attorney Marketing Group (CAMG)
Ryan Stephen, Managing Partner, Pine Valley Capital Partners
Facilitated small group discussions. Roundtable signups are available on the event app.
Facilitated small group discussions. Roundtable signups are available on the event app.