2018 Agenda

Day One: Monday
2018-09-17
One-to-One Meetings
Main Session
Day Two: Tuesday
2018-09-18
One-to-One Meetings
Main Session
One-to-One Meetings
Main Session
One-to-One Meetings
Main Session
07:15 - 08:15
Registration & Breakfast
08:15 - 08:30
Welcome & Chair’s Opening Remarks

Charles Eldering, President, CAsE Analysis

08:30 - 09:00
Opening Keynote: Ashby Jones, Chief of The Wall Street Journal’s Law Bureau

How We Got Here, and Four Questions Moving Forward

Ashby Jones of the WSJ will review the brief history of litigation financing (the field is less than 10 years old), the controversy that surrounds it, the perception of it, and where it might be headed.

Ashby Jones
Ashby Jones is the chief of The Wall Street Journal's law bureau, a position he has held since early 2016. Previously, he served as a national legal affairs writer for the Journal, and before that worked as the lead writer for the Journal's legal news blog. Before arriving at the Journal in 2005, he worked at the Deal and American Lawyer magazines; as an attorney at a large law-firm in Seattle, and as a law clerk for a federal appeals judge in New York City. He is a graduate of Haverford College and the University of Michigan Law School.
09:00 - 10:00
The Claim is King: Analysis of a Thriving Litigation Finance Market
  • What’s driving investments
  • Who’s who in the funding world
  • Types of litigation finance and investment vehicles
  • Trends & insights: IP, bankruptcy, commercial claims, international

Speakers:
Charles Agee, Founder & CEO, Westfleet Advisors
Mark Beckett, Partner, Cooley
Alan Guy, Managing Director, Vannin Capital
Matt Larson, Litigation Analyst, Bloomberg (moderator)
Ralph Sutton, CEO, Validity Finance

09:00 - 17:00
One-to-One Dealmaker Meetings

Attendees can schedule 30-minute meetings via our online platform (optional)

10:00 - 11:00
Art of the Deal: From Origination to Risk to ROI
  • Creating the win-win-win partnership
  • Diligence and merits of the case
  • Assessing deal structure, terms and cost of capital
  • Handling case control, settlement and withdrawal

Speakers:
Fred Fabricant, Partner & Chair, IP Litigation, Brown Rudnick
Andrew Langhoff, Managing Director, Red Bridges Advisors (moderator)
Michael Nicolas, Co-Founder & Managing Director, Longford Capital
Richard Schirtzer, Head of Complex Litigation, Quinn Emanuel
Boaz Weinstein, Principal, Lake Whillans

11:00 - 11:30
Networking Break
11:30 - 12:30
Deconstructing Legal, Ethical and Regulatory Issues
  • Ethical and privilege/confidentiality issues
  • Increased regulation over disclosure: state and federal
  • Different ways states approach Champerty and Usury

Speakers:
Jonas McDavit, Partner, Desmarais
Charles Schmerler, Member, ABA Working Group on ALF & Partner, Norton Rose Fulbright
Anthony Sebok, Professor of Law, Cardozo Law
Ross Wallin, Managing Principal, Curiam Capital (moderator)

12:30 - 14:00
Networking Luncheon
14:00 - 15:00
Case Studies: Magcorp Bankruptcy & IP Litigation

Speakers:
Lee Buchwald, President, Buchwald Capital Advisors
Ken Epstein, Investment Manager, Legal Counsel, Bentham IMF
Nicholas Kajon, Co-Chair Bankruptcy, Stevens & Lee
Fatih Ozluturk, Co-Founder & Managing Partner, Soryn Capital
Emily Slater, Managing Director, Burford Capital (moderator)

15:00 - 15:30
Networking Break
15:30 - 16:30
Sharing Risk & Reward: Best Practices in Client-Law Firm Partnerships
  • Meeting the C-Suite challenge
  • Litigation investment vs alternative and contingency fee
  • Strategically partnering with litigation finance firms

Speakers:
James Batson, Investment Manager, Bentham IMF
Markus Hartmann, former General Counsel, Sandoz and Reckitt Benckiser
David Kinnear, CEO, High Performance Counsel (moderator)
Gary Miller, Partner, Shook Hardy & Bacon
Douglas Nash, Chair IP Litigation, Barclay Damon

16:30 - 17:30
Corporate Perspectives on Litigation Finance: Challenges & Opportunities
  • Litigation finance primer for in-house counsel
  • Strategies to shift litigation and legal risk
  • Impact of funding on financial statements
  • Making the deal: top considerations and pros vs cons

Speakers:
Brendan Gardiner, Chief Litigation & Regulatory Counsel, Archer Daniels Midland
David Mess, Director of Commercialization Strategy, The Ohio State University
Changhae Park, VP IP Monetization, NXP Semiconductors
David Perla, Managing Director, Burford Capital (moderator)
Rachel Stern, SVP Strategic Resources & General Counsel, FactSet

17:30 - 18:30
Networking Cocktail Reception
08:00 - 08:45
Registration & Breakfast
08:45 - 09:00
Welcome & Day One Recap

Charles Eldering, President, CAsE Analysis

09:00 - 10:00
Beyond the Case: Evolving Legal Finance Models
  • Law firm portfolio financings
  • Corporate monetization of cases
  • Investigatory funding in bankruptcy
  • Reselling and secondary market activity

Speakers:
Cindy Chen Delano, Senior Legal Analyst, Whitebox Advisors (moderator)
Igor Fuks, Managing Principal, Halcyon Capital Management
Sarah Lieber, Senior VP Litigation Funding & Special Situations Group, Jefferies
Peter Snell, Member, Mintz Levin
Boris Ziser, Co-Head of Structured Finance & Derivatives, Schulte Roth & Zabel

09:00 - 14:00
One-to-One Dealmaker Meetings

Attendees can schedule 30-minute meetings via our online platform (optional)

10:00 - 11:00
Leveraging Insurance to Mitigate Legal Risk
  • Litigation insurance vs litigation finance vs hybrids
  • Before-the-event and after-the-event policies
  • How insurers underwrite and assess risk

Speakers:
James Blick, Director, The Judge (moderator)
Amal Bouchenaki, Partner, Herbert Smith Freehills
Julian Burns King, Partner, King & Siegel
Redvers Cunningham, CEO, Thomas Miller

11:00 - 11:30
Networking Break
11:30 - 12:30
The Rise of International Arbitration Finance
  • Global activity & key jurisdictions
  • Funding in international commercial & investment treaty arbitration
  • ICCA-Queen Mary Task Force & other institutional developments
  • Sovereign debt disputes

Speakers:
Alexandra Dosman, Managing Director, Vannin Capital (moderator)
Marek Krasula, Counsel, International Court of Arbitration
Zachary Krug, Senior Investment Officer, Woodsford Litigation Funding
Victoria Sahani, Assoc Professor of Law, Arizona State University

12:30 - 14:00
Networking Luncheon
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Please note the following:

The LF Dealmakers Forum has been submitted for approval for CLE hours. The number of CLE credit hours approved will vary from state to state.

Agenda is subject to change. Check back for updates.