2020 agenda

thought leadership

detailed agenda

Day One
2023-09-26
Day Two
2023-09-27
Day Three
2023-09-28
13:00 - 14:00
Registration & Check-In for Workshop
14:00 - 17:00
Pre-Conference Workshop: Navigating the Mass Tort Landscape

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:

18:00 - 20:00
New! Opening Reception at The James NY Nomad

Sponsored by:

07:45 - 08:45
Registration & Breakfast
08:45 - 09:00
Welcome & Chairperson’s Opening Remarks
09:00 - 17:00
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.

09:00 - 10:00
STATE OF THE INDUSTRY: UPDATES & INNOVATIONS IN LITIGATION FINANCE
  • 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

10:00 - 10:45
ASK THE EXPERTS: INSIDERS’ APPROACH TO GETTING THE BEST DEAL
  • 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

10:45 - 11:15
Networking Break
11:15 - 12:15
EXPLORING USE CASES OF INSURANCE ACROSS THE LITIGATION LANDSCAPE

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

12:15 - 14:00
Networking Luncheon
14:00 - 14:45
CIO ROUNDTABLE: INSIGHTS & ANALYSIS FROM THE TOP
  • 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

14:45 - 15:15
COLLABORATING TO MANAGE IP RISK: A CASE STUDY

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

15:15 - 15:45
Networking Break
15:45 - 16:15
POLICY INTERVIEW: THE LATEST IN LEGISLATIVE & REGULATORY DEVELOPMENTS
  • 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

16:15 - 17:15
FEATURED PANEL >> THE GREAT DEBATE: TRUST & TRANSPARENCY IN LITIGATION FINANCE

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

17:15 - 18:15
Networking Reception
08:00 - 08:50
Registration & Breakfast
08:50 - 09:00
Chairperson’s Day One Recap
09:00 - 10:00
RISE OF AN ASSET CLASS: DEMYSTIFYING A GROWING SECONDARIES MARKET
  • 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

 

09:00 - 15:30
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.

10:00 - 10:45
PERSPECTIVES FROM THE FUNDED: THE GOOD, THE BAD, AND THE UGLY
  • 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

10:45 - 11:15
Networking Break
11:15 - 12:00
SUCCESSFUL MODELS IN COST & RISK SHARING: FROM BOUTIQUE TO BIGLAW
  • 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

12:00 - 12:45
OPPORTUNITIES AT THE INTERSECTION OF FUNDING, MASS TORTS & ABS
  • 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

 

12:45 - 14:00
Networking Luncheon
14:00 - 14:45
Roundtable Discussions: Session #1

Facilitated small group discussions. Roundtable signups are available on the event app.

14:00 - 15:30
One-to-One Meetings Continue
14:45 - 15:30
Roundtable Discussions: Session #2

Facilitated small group discussions. Roundtable signups are available on the event app.

15:30 - 16:30
Closing Reception
16:30
Event Concludes
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