Marriott San Antonio Riverwalk San Antonio, Texas

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1 November 4-7, 2014 Marriott San Antonio Riverwalk San Antonio, Texas

2 PLATINUM SPONSOR OF THE 2014 NASP CONFERENCE

3 National Association of Settlement Purc 2013Annual Conference presented by PARIS & November 4-7, 2014 Marriott San Antonio Riverwalk San Antonio, Texas

4 With offices in New York and New Jersey, Adam Zoldessy PC has represented numerous stakeholders in Structured Settlement Transactions since SETTLEMENT TRANSFERS ~ SETTLEMENT TRANSACTION LITIGATION BANKRUPTCY ~ BUSINESS LAW ~ REAL ESTATE ~ PERSONAL INJURY John Z. Shafai ATTORNEY AT LAW SOLICITOR OF ENGLAND & WALES John Z. Shafai has been representing the Structured Settlement Purchasing industry since Settlement Transfers Settlement Transaction Litigation Business Law Real Estate Personal Injury 170 South Beverly Drive Suite 305 Beverly Hills, California Phone: (310) Fax: (310) jshafai@aol.com

5 Welcome to the 2014 Annual Conference of the National Association of Settlement Purchasers. NASP MEMBER COMPANIES 123 LUMPSUM, LLC Annuity Transfers, Ltd. BofI Federal Bank CBC Settlement Funding Client First Settlement Funding, LLC DRB Capital JG Wentworth Funding, LLC MyLumpsum LLC Northeastern Capital Funding LLC Novation, LLC Patriot Settlement Resources, LLC Peachtree Settlement Funding Seneca One Finance, Inc. Settlement Capital Corporation Singer Asset Finance Company, LLC Stone Street Capital, LLC Strategic Capital Corporation NASP OFFICERS President Patricia LaBorde Stone Street Capital, LLC Vice President / Chair 2014 NASP Conference Committee Ken Barnett Singer Asset Finance Company, LLC Treasurer / Chair Membership and Finance Committee Andrew Savysky 123 LUMPSUM, LLC Secretary Dustin Nelson DRB Capital Chair Legislative and Legal Committee Robin Shapiro Novation, LLC Chair NASP Database and Website Committee Stephen Kirkwood JGWPT Holdings, LLC NASP Executive Director Earl Nesbitt Nesbitt, Vassar & McCown LLP NASP Association Administrator Susan Barnes Barnes & Company Welcome to the 10th NASP Annual Conference. Since 2005, NASP has hosted ten conferences in five different cities. These conferences add up to over one hundred different speaker presentations, over 1,500 attendees and the publishing of thousands of pages of educational material. We certainly have come a long way over these ten conferences, and it s a good time to look back. In typical NASP fashion, the first conference came about from a casual discussion among members. We recognized that many of the new entrants to our industry did not know the history of settlement purchasing and the genesis of Patricia LaBorde state and federal regulation. Our members knew that a conference could bridge that gap in knowledge. With more enthusiasm than skill, NASP quickly arranged for the first meeting in Hollywood, Florida without realizing the folly of hosting a conference in South Florida during the height of hurricane season. Upon arriving at that first conference, members were handed a binder weighing roughly ten pounds that included all conference materials. NASP had no conference sponsors, no CLE credits available, and only NASP members companies and their lawyers were permitted to attend. Our first attendees listened to discussions on the history of the industry, issues in court approval, and the future of the marketplace. With the specter of Hurricane Wilma bearing down on Broward County, Florida, many attendees elected to cut their visit short. Despite the hurricane, everyone acknowledged that our fledgling conference was a success. In looking back at that first conference, we have come a long way. We enjoy a diverse group of conference sponsors whose contributions have allowed us to raise the level of conference experience for all attendees. We have electronic registration and materials, CLE credits in many states, and we opened attendance to non-nasp members. While we have improved the overall conference experience, we have retained what made that very first conference such a smashing success. As I reviewed our 2005 materials, I noted that we had eleven speakers at that conference, and eight of those speakers are presenting again this year. If you think that you know the eight speakers who spoke in 2005 and 2014, make a point of searching me out this year to let me know who they are. Patricia LaBorde President, NASP

6 2 November 4-7, 2014 NASP Board of Directors/Members List BOARD OF DIRECTORS /OFFICERS President Patrica LaBorde Stone Street Capital, LLC Vice President/ Chair 2014 NASP Conference Committee Ken Barnett Singer Asset Finance Company, LLC Treasurer / Chair Membership and Finance Committee Andrew Savysky 123 LUMPSUM, LLC Secretary Dustin Nelson DRB Capital Chair Legislative and Legal Committee Robin Shapiro Novation, LLC Chair NASP Database Committee Steven Kirkwood JGWPT Holdings, LLC Board Member Deborah Rosen Settlement Capital Corporation Board Member Bob Thompson Annuity Transfers, Ltd Board Member Richard Connelly JGWPT Holdings, LLC NASP Executive Director and General Counsel Earl Nesbitt Nesbitt, Vassar & McCown, LLP MEMBER COMPANIES 123 LUMPSUM, LLC Annuity Transfers, Ltd. BofI Federal Bank CBC Settlement Funding Client First Settlement Funding, LLC DRB Capital JG Wentworth Funding, LLC MyLumpsum, LLC Northeastern Capital Funding LLC Novation, LLC Patriot Settlement Resources, LLC Peachtree Settlement Funding Seneca One Finance, Inc. Settlement Capital Corporation Singer Asset Finance Company, LLC Stone Street Capital, LLC Strategic Capital Corporation 2014 CONFERENCE COMMITTEE Ken Barnett, Chair Singer Asset Finance Company, LLC Elena Banfi Settlement Capital Corporation Susan Barnes NASP Association Administrator Luigi Brandimarte Sacco and Fillas, LLP Paul Burns 123 LUMPSUM Doyle Chisholm Seneca One Finance, Inc Roger Dunaway Law Office of Roger Dunaway, PLLC Marc Harris Client First Settlement Funding, LLC Laryssa Korduba Korduba & Rogers LLP Patricia LaBorde Stone Street Capital, LLC Earl Nesbitt Nesbitt, Vassar & McCown, L.L.P. Monica Ray Northeastern Capital Ann Rosevear Walsh, Baker & Rosevear P.C. Duane West 123 LumpSum LLC

7 November 4-7, Schedule of Events TIME Tuesday, November 4, 2013 LOCATION 5:00 pm 8:00 pm NASP Welcome Cocktail Party Sponsored by Sacco & Fillas, LLP River Terrace Room 8:00 am 9:00 am Wednesday, November 5, 2013 Breakfast Sponsored by Jones Walker LLP River Terrace Room 9:00 am 4:00 Pm Conference Breaks sponsored by Portfolio Financial Servicing Co. Alamo Ballroom 12:00 pm 1:30 pm Lunch Sponsored by Allied Servicing Corporation River Terrace Room 5:30 pm 8:00 pm 8:00 am 9:00 am 9:00 am 4:00 pm Cocktail Reception Sponsored by Adam Zoldessy PC and Law Offices of John Shafai Thursday, November 6, 2013 Breakfast Sponsored by Eason & Tambornini and The Law Offices of Roger T. Dunaway Conference Breaks sponsored by Portfolio Financial Servicing Co Salon C Foyer River Terrace Room Alamo Ballroom 12:00 pm 1:00 pm Lunch Sponsored by Camacho Law Group PA Friday, November 7, 2013 River Terrace Room 9:00am 2:00pm NASP General Membership Meeting Travis Room

8 4 Marriott Riverwalk Meeting Room Floor Plan

9 Join us in Las Vegas for the NASP 2015 Annual Conference The iconic Sahara has been transformed into a new legend: SLS Las Vegas November 2015 Sponsorship opportunities are available now and are sure to sell out early. See next page for sponsorship details.

10 6 November 4-7, 2014 Sponsorship Opportunities at the 2015 NASP Annual Conference Sponsorship opportunities for the NASP 2015 Annual Conference are available on a first-comefirst-served basis. To reserve your 2015 sponsorship, fill out the form below and return it to the Conference Reservation Desk. Here are just some of the benefits of sponsorship: EXCLUSIVE PRESENTING SPONSOR ($12,500)»» Brand Recognition»» Your corporate logo featured on NASP website, in conference promotion materials and broadcast s»» Banner displayed in main session room or Gobo logo projection»» On-Site Exposure»» Opportunity to make brief remarks and distribute company materials»» Logo on conference signage»» Exhibitor space»» Conference Program»» Logo inside»» Full-page ad on back cover»» Conference Registrations»» Three free registrations SIGN UP NOW: PLATINUM LEVEL: Exclusive Cocktail Event Sponsor ($6,500)»» Brand Recognition»» Your corporate logo featured on NASP website, in conference promotion materials and broadcast s»» On-Site Exposure»» Opportunity to make brief remarks and distribute company materials»» Logo on signage and projected via Gobo at the cocktail event»» Logo on conference signage»» Exhibitor space»» Conference Program»» Logo displayed inside»» Full-page ad»» Conference Attendance»» Two free registrations GOLD LEVEL: Exclusive Breakfast or Lunch Sponsor ($4,500)»» Brand Recognition»» Your corporate logo featured on NASP website, conference promotion materials and broadcast s with your company description»» On-Site Exposure»» Opportunity to distribute company materials»» Logo and tabletop signage at sponsored event»» Logo included in conference materials»» Exhibitor space»» Conference Program»» Logo displayed inside»» Half-page ad»» Conference Registrations»» One free registration SILVER LEVEL: NASP Speaker Sponsor ($3,000)»» Brand Recognition»» Your corporate logo featured on NASP website, conference promotion materials and broadcast s with your company description»» On-Site Exposure»» Logo displayed in conference materials»» Verbal recognition at conference»» Exhibitor space»» Conference Program»» Quarter-page ad BRONZE LEVEL: Sponsor or Exhibitor Space ($1,500)»» On-Site Exposure»» Verbal recognition at conference»» Exhibitor space»» Conference Program»» Logo in program NAME NAME OF COMPANY PHONE NUMBER I am interested in: Exclusive Presenting Sponsor Silver Level: NASP Speaker Sponsor Platinum Level: Exclusive Cocktail Event Sponsor Bronze Level: Sponsor or Exhibitor Space Gold Level: Exclusive Breakfast or Lunch Sponsor

11 November 4-7, Conference Agenda Wednesday, November 5, 2014 TIME DETAILS LOCATION 8:00 am 9:00 am 9:00 am 9:15 am 9:15 am 9:45 am 9:45 am 10:45 am 10:45 am 11:00 am 11:00 am 11:30 pm 12:00 pm 1:30 pm 1:30 pm 2:00 pm 2:00 pm 3:00 pm 3:00 pm 3:15 pm 3:15 pm 4:00 pm 5:30 pm 8:30 pm BREAKFAST Sponsored by Jones Walker LLP WELCOME REMARKS AND INTRODUCTIONS Patrica LaBorde, NASP President LEGISLATIVE AND REGULATORY DEVELOPMENTS AT STATE AND FEDERAL LEVEL Jack Kelly, Esq., The McPherson Group, LLP Sponsored by Fox Rothschild, LLP LITIGATION UPDATE AND THE IMPACTS OF UNETHICAL CONDUCT Earl Nesbitt, Esq., Nesbitt, Vassar and McCown BREAK Sponsored by Portfolio Financial Servicing Co DRAFTING TRANSFER AGREEMENTS: WHY IS THAT IN THERE? Jason Sutherland, DRB Capital and Brian Mack, Mack Law Group LUNCH AND PRESENTATION OF THE HAMILTON AWARD Presentation by Debbie Rosen, CEO Settlement Capital Corporation Sponsored by Allied Servicing Corporation THE COMING INTEGRATION OF THE PRIMARY AND SECONDARY MARKETS Peter Arnold, Arnold Consulting Group, LLC Sponsored by Stolzenberg Gelles Flynn & Arango, LLP PRIMARY MARKET PANEL MODERATOR: Patrick Hindert, S2KM Limited PANELISTS: Medora Marrisseau Mark Wahlstrom Daniel Durbin Break Sponsored by Portfolio Financial Servicing Co ETHICS ISSUES IN STRUCTURED SETTLEMENT TRANSFERS Pery D. Krinsky, Esq., Krinsky PLLC COCKTAIL RECEPTION Sponsored by Adam Zoldessy PC and Law Offices of John Shafai River Terrace Room Alamo Ballroom Alamo Ballroom Alamo Ballroom Salon C Foyer Alamo Ballroom Riverview Terrace Room Alamo Ballroom Alamo Ballroom Salon C Foyer Alamo Ballroom Riverview Terrace Room

12 8 Jose Camacho expresses his gratitude to NASP members for their continued loyalty and support; together, shaping Florida Transfer Law for the future.

13 November 4-7, NOVEMBER 5, :15am 9:45am Legislative and Regulatory Developments at State and Federal Level Sponsored by Fox Rothschild, LLP Jack Kelly, Esq., Partner The McPherson Group, LLP th Street NW 5th Floor Washington, DC, DC (Fax) jkelly@mcphersongroup.us John A. (Jack) Kelly is a partner in the McPherson Group LLP. He has extensive legislative and public policy experience in structured finance and tax-related issues. He was the federal lobbyist for the legislative clarification of tax issues related to the transfer of structured settlements. In addition to federal advocacy, he coordinates the McPherson Group s state and local practice. A political aide to Presidents Reagan and George H.W. Bush, he previously served as a legislative assistant to Rep. Charles B. Rangel (D-NY) and held staff positions in both the New York and federal courts. For 28 years until his retirement, Kelly served in active and reserve components of the United States Army, including command of a Special Forces unit. His awards and decorations include the Legion of Merit. He presently serves as chairman of the US Advisory Committee on National Cemeteries and Memorials.

14 10 November 4-7, 2014 NOVEMBER 5, :45am 10:45am Litigation Update and The Impacts of Unethical Conduct Earl Nesbitt, Esq. General Counsel and Executive Director, NASP Nesbitt, Vassar & McCown, L.L.P Dallas Parkway Suite 800 Addison, Texas NASP Executive Director and General Counsel Earl Nesbitt is a partner with Nesbitt, Vassar, and McCown, LLC. He specializes in commercial and business litigation, and represents many structured settlement purchasing companies. He formerly was general counsel for the Settlement Capital Corporation and a partner in Jackson Walker, LLP in Dallas, Texas. Nesbitt takes a central role in NASP s lobbying efforts, notably in the enactment of federal legislation governing the secondary market (26 U.S.C. 5891). He is a graduate of Texas Tech University School of Law and the University of Texas at Austin. Legal Update Outline Reference Materials

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51 November 4-7, NOVEMBER 5, :00am 11:30am Drafting Transfer Agreements: Why is That in there? Jason Sutherland Director of Capital Markets DRB Capital, LLC 1625 South Congress, Suite 200 Delray Beach, FL Mr. Sutherland is the Director of Capital Markets for DRB Capital, LLC and a board member of NASP. He has over 14 years of experience as an attorney and executive in the specialty funding arenas and is also the Founder and Managing Director of Citadel Financial, Ltd. Prior to founding Citadel, he was the Vice President of Legal Affairs for Peachtree Settlement Funding, where he also concentrated on the creation of financing facilities and was also an Associate Attorney at Brian Cave LLP. Jason received his B.A. from The University of Georgia and his J.D. from New England Law - Boston. Brian Mack Mack Law Group Dallas Parkway Suite 800 Addison, Texas enesbitt@nvmlaw.com

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58 54 NORTH TO THE FUTURE: COVERING YOUR LEGAL NEEDS IN ALASKA The lawyers at Hozubin, Moberly, Lynch & Associates have the skills and experience to assist clients with virtually any aspect of structured settlement transfers in Alaska. Our team of experienced lawyers provides the highest quality of service in all areas of: Structured Settlement Transfers Bankruptcy and Creditor Rights Commercial and Business Litigation Business and Commercial Transactions Real Estate Insurance and Insurance Defense Aviation For assistance with any settlement transfer matter, please contact Wayne G. Dawson at or For more information with respect to other legal services we can provide, please contact us at or HOZUBIN, MOBERLY, LYNCH & ASSOCIATES* 711 M STREET, SUITE 2 ANCHORAGE, ALASKA P: F: *Our lawyers are licensed in Alaska, California, Massachusetts, and Washington.

59 November 4-7, NOVEMBER 5, :30pm 2:00pm The Coming Integration of the Primary and Secondary Markets Peter Arnold Founder Arnold Consulting Group, L.L.C I Street, NW, Suite 250 Washington, DC PArnold@Arnold-Consulting.com Peter Arnold founded Arnold Consulting Group in 1998 after more than 15 years of lobbying, White House and Capitol Hill experience. Since then, he has served as executive director and spokesman for several major industry coalitions, compiling a successful record in media advocacy and lobbying. From 1995 to 2014, Peter was a consultant to the National Structured Settlements Trade Association, most recently serving three years as NSSTA s Deputy Executive Director. He was responsible for NSSTA s media efforts and designed its successful outreach to disability rights leaders and consumer advocates, enlisting their support to win passage of favorable legislation for the structured settlement industry. As executive director for a telecommunications industry coalition ( ), he managed a successful federal and 12-state lobbying and public relations campaign against broadband neutrality regulation. He was also spokesman for a high-tech coalition s successful effort to pass a federal Internet tax moratorium ( ) and executive director for a cable television coalition that successfully opposed state and federal open access broadband regulations ( ). In each capacity, he testified before government legislatures and frequently appeared on television and radio. Since 2008, Peter has been the Director of Media Services for Dawson & Associates, the nation s premier Federal environmental lobbying firm. Working with more than a dozen retired Generals from the U.S. Army Corps of Engineers, Peter oversees the firm s offerings in environmental crisis communication and grassroots advocacy. A former White House speechwriter and Congressional press secretary, Peter ran his first national media campaign from 1993 to 1995 as director of public affairs for UN-50 in New York, which organized the United Nations 50th anniversary.

60 56 November 4-7, 2014 NOVEMBER 5, :30pm 2:00pm The Coming Integration of the Primary and Secondary Markets

61 November 4-7, NOVEMBER 5, :30pm 2:00pm The Coming Integration of the Primary and Secondary Markets NOVEMBER 5, :30pm 2:00pm The Coming Integration of the Primary and Secondary Markets

62 58 November 4-7, 2014 NOVEMBER 5, :30pm 2:00pm The Coming Integration of the Primary and Secondary Markets

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64 60 November 4-7, 2014 NOVEMBER 5, :30pm 2:00pm The Coming Integration of the Primary and Secondary Markets

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67 November 4-7, NOVEMBER 5, :30pm 2:00pm The Coming Integration of the Primary and Secondary Markets

68 64 November 4-7, 2014 NOVEMBER 5, :00pm 3:00pm Primary Market Panel MODERATOR Patrick Johann Hindert Managing Director S2KM Limited 3 Elm Ledge Terrace Park, OH patrick@s2km.com Patrick Hindert is an attorney, author, educator and online journalist who resides in Warren County, Ohio and specializes in structured settlements and personal injury settlement planning. Hindert is a member of the Ohio Bar Association and the National Academy of Elder Law Attorneys (NAELA). He is a graduate of Harvard University and the University of Michigan Law School. Prior to entering the structured settlement industry in 1977, Hindert taught French and coached varsity tennis at Cranbrook Academy in Bloomfield Hills, Michigan and practiced trust and estate law in Michigan and Ohio. In 1995, Hindert served as Chairman of the Board of Directors of R.A. Jones, Inc., an international packaging machinery company headquartered in Northern Kentucky. Hindert previously served as Managing Director of the Settlement Services Group from 2009 to 2013 and currently is Managing Director for S2KM Limited. Hindert has been a leader within the United States structured settlement industry since its inception. He co-founded Benefit Designs, Inc. in 1977 and developed it into a national structured settlement intermediary before selling the company in Hindert has previously served as President of the National Structured Settlement Trade Association (NSSTA) and Executive Director of the Society of Settlement Planners (SSP). The National Association of Settlement Purchasers (NASP) honored Hindert as the 2012 recipient of its Alexander Hamilton award. Hindert co-authors Structured Settlements and Periodic Payment Judgments, a legal treatise published in 1986 by Law Journal Press and updated semi-annually. Both NSSTA and SSP feature Structured Settlements and Periodic Payment Judgments in their certification programs. Hindert also authors S2KM s blog Beyond Structured Settlements and S2KM s public wikis including the structured settlement wiki and the web 2.0 for lawyers wiki. Hindert appears frequently as a featured speaker at national conferences sponsored by professional associations including: NSSTA, SSP, NASP, NAELA, the Academy of Special Needs Planners (ASNP), and the National Association of Medicare Set-Aside Professionals (NAMSAP). Hindert was the keynote speaker at the first national structured settlement conference in Australia in Hindert has also provided expert testimony concerning structured settlements before federal and state legislative committees including the United States House Ways and Means Committee.

69 November 4-7, NOVEMBER 5, :00pm 3:00pm Primary Market Panel Dan Durbin, CSSC 1311 South Walnut Avenue Arlington Heights, IL Currently, Dan is consulting for a group of insurance executives who wish to bring a new life insurance company into the structured settlement industry. Dan began his structured settlement career in 1983 as a broker for Galaher Settlements, and in 2001 joined Structured Financial Associates (SFA). As a broker, Dan handled liability and workers compensation cases in addition to actively promoting the expansion of the structured settlement industry into the nonqualified assignment marketplace. In 2002, Dan moved on to Allstate Life Structured Settlements. In addition to marketing all structured settlement products, Dan focused on the development of new markets for their nonqualified assignment product. He is experienced in the use of nonqualified assignment products for attorney fees, employment cases, property sales and many other taxable transactions. In 2009, Dan also became the Senior Manager responsible for Operations with a primary focus on the New Business unit that issued all annuity contracts and funding agreements for the Structured Settlement Distribution channel. Additionally, Dan interacted weekly with the Product unit to develop prices that met Allstate s profit margin and return goals. Dan is a Past President ( ) of the National Structured Settlements Trade Association (NSSTA). Prior to joining the NSSTA Board of Directors in 2008, Dan co-chaired the NSSTA Marketing/PR Committee, working with other NSSTA members and the Board on strategies to promote our industry s products.

70 66 November 4-7, 2014 NOVEMBER 5, :00pm 3:00pm Primary Market Panel Medora Marriseau Shareholder Karr Tuttle Campbell 701 Fifth Avenue, Suite 3300 Seattle, Washington Direct Medora Marisseau provides employment, ERISA, and employee benefits advice and litigation services to large and small employers throughout the Pacific Northwest and Alaska. Ms. Marisseau has more than 20 years of experience assisting clients with investigating and defending claims for discrimination, civil rights, wage and hour violations, disability accommodation, retaliation, and wrongful discharge, and assisting clients with non-compete agreements and trade secret violation litigation. She counsels employers on all aspects of policies, procedures and training, offering creative and practical business solutions for avoiding disputes and claims by employees. Ms. Marisseau represents employers, plan administrators, insurers, and other plan fiduciaries to ensure their compliance with ERISA, HIPAA, and COBRA. A substantial portion of her practice is devoted to defending clients in ERISA benefit and fiduciary liability claims, and in the defense of life, health, and disability insurance claims for many of the nation s largest insurers. She also has significant experience in assisting clients with structured annuity transfer issues and serves as national coordinating counsel for a major life insurance company.

71 November 4-7, NOVEMBER 5, :00pm 3:00pm Primary Market Panel Mark Wahlstrom President 7585 East Redfield Road Suite 103 Scottsdale, AZ Mark Wahlstrom, President of Wahlstrom & Associates, founded of one of the nation s first plaintiff only structured settlement firms in 1983, and is a renown specialist in settlement planning, structured settlement annuities, structured legal fees and the administration of large, complex multi-claimant settlements using qualified settlement funds and trusts. Located in Scottsdale, AZ he manages a national practice with clients in every part of the country. As a pioneer in the specialty of Settlement Planning, he has made it his life s work and mission to expand the process of Settlement Planning across the country and into every trial lawyers practice, so as to insure that every injured plaintiff or their family has access to competent, unbiased, planning that takes into account the unique nature of their financial circumstances. Mark fought for over two decades to curtail the now discredited practice of defendants mandating settlement terms and investment choices to unrepresented or uninformed plaintiffs. As a result of his and other dedicated planners efforts, every plaintiff and their attorney has the right to engage their own settlement expert to help them design, place and determine the suitability of a structured settlement. Mark Wahlstrom, President of Wahlstrom & Associates Mark is also one of the nation s recognized experts in the application of structured settlement annuity concepts in the taxable damages arena. His strategic vision and creative designs pioneered innovative uses in the structured sale of farm land, commercial property, oil and gas lease bonus payments, divorce settlements and structured legal fees. He has also become widely known for his innovative development of an online broadcast platform, now known as Sequence Media Group, upon which he has produced hundreds of hours of shows for The Legal Broadcast Network, and The Settlement Channel, with the content being of interest to attorneys, paralegals, judges and settlement professionals all over the United States.

72 68 November 4-7, 2014 NOVEMBER 5, :00pm 3:00pm Primary Market Panel

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74 70 our mark of distinction great legal teams working for you Brian J. Lamoureux, ESQ. PANNONE PLDW LOPES DEVEREAUX & PANNONE LOPES DEVEREAUX & WEST LLC WESTLLC counselors at law pldw.com

75 November 4-7, Conference Agenda Thursday, November 6, 2013 TIME DETAILS LOCATION 8:00 am 9:00 am 9:00 am 9:10 am 9:10 am 10:00 am 10:00 am 10:50 am 10:50 am 11:10 am 11:10 am 12:00 pm 12:00 pm 1:00 pm 1:00 pm 1:30 pm 1:30 pm 2:30 pm 2:30 pm 2:50 pm 2:50 pm 3:50 pm 3:50 pm 4:00 pm BREAKFAST Sponsored by Eason & Tambornini and The Law Office of Roger T. Dunaway WELCOME REMARKS Patricia LaBorde, NASP President RESPONDING TO TRANSFER OBJECTIONS RAISED BY THE INSURERS MODERATOR: Michael Damore, General Counsel, Novation Capital LLC PANELISTS: John Shafai, Law Offices of John Shafai; John Mott, Mott and Mott, PLLC; Michael Green, Green, Silverstein & Groff; Steven Mastrantonio, Niekamp,Weisensell, Mutersbaugh & Mastrantonio, LLP; and Madis Smit, State Farm BREAK OUT SESSION I Track A: Preparing Versus Coaching a Problem Payee: An Ethical Discussion of Who is Your Client and How Far You Should Go SESSION LEADERS: Laryssa Korduba, Korduba and Rogers LLP and Elyse Strickland, Offit Kurman Track B: Addressing Judicial Concerns SESSION LEADERS: Roger Dunaway, Law Office of Roger T. Dunaway, PLLC and Andrew Hillman, Specialty Asset Advisors, Inc Track C: Life Contingent Issues SESSION LEADERS: Michael Fasano, Fasano Associates and Dan Bonner, Stone Street Capital Track D: Bankruptcy Issues SESSION LEADERS: Michael Damore, Novation LLC and Adam Zoldessy, Adam Zoldessy, PC BREAK Sponsored by Portfolio Financial Servicing Co BREAK OUT SESSION II (Tracks same as Session I) LUNCH Sponsored by Camacho Law Group PA ILLINOIS LITIGATION Earl Nesbitt, Esq., Nesbitt, Vassar and McCown JUDICIAL PANEL: Practical and Ethical Considerations in Structured Settlement Transfers MODERATOR: Matthew Bracy, Scheef & Stone LLP PANELISTS: The Honorable Lynne M. Parker, Commissioner of the Superior Court, Wilmington, Delaware The Honorable Patricia M. Summe, Kenton Circuit Judge, Covington, Kentucky The Honorable Travis L. Francis, Assignment Judge, Middlesex County, New Jersey Sponsored by Westlaw Court Express Thomson Reuters BREAK Sponsored by Portfolio Financial Servicing Co JUDICIAL PANEL (continued) CLOSING REMARKS Patricia LaBorde, NASP President Riverview Terrace Room Alamo Ballroom Alamo Ballroom Alamo Ballroom Salon E Alamo Ballroom Salon F Bowie Room Travis Room Salon C Foyer (see Session I) Riverview Terrace Room Alamo Ballroom Alamo Ballroom Salon C Foyer Alamo Ballroom Alamo Ballroom