SOURCE: Carlisle Management Company

Carlisle Management Company

March 23, 2011 06:40 ET

Recent Investor and Product Provider Interest Affirms Luxembourg's Position as the Premier Life Settlement Domicile for European Investors

LUXEMBOURG--(Marketwire - March 23, 2011) - To meet the increased demand of investors seeking an on-shore investment vehicle and to update on the changing regulatory environment in Europe Carlisle Management Company along with their co-hosts, Baker & McKenzie, Deloitte, Locke Lord Bissell & Liddell LLP and SadisGoldberg LLP, will launch the first Luxembourg Life Settlement Seminar on March 31st. The Seminar will be held in Luxembourg at Le Royal Hotel.

"We are incredibly excited to be a part of this exclusive forum on life settlement investments and fund structuring," said Jose Garcia, Founder and Chief Executive Officer at Carlisle Management Company SCA. "As an active participant within the life settlement community, we are proud to promote Luxembourg's position as the premier domicile for Life Settlement investment vehicles outside the US. Investors today demand tax compliance, regulation and transparency -- and that's why they invest in regulated specialized investment funds in on-shore jurisdictions."

"We at Sadis & Goldberg are honored to be participating in this important event, promoting the importance of Luxembourg as a location for inbound investment into the United States for sophisticated investors, high level investment structures, and the involvement of highly regarded investment regulators like the Luxembourg investment authorities," said Steven Huttler, Partner, Financial Services at Sadis & Goldberg LLP. "We believe that our deep experience in the international financial markets in these areas will contribute in an important way to making this a conference that truly educates the investment and corporate communities as to the importance of Luxembourg to international investment both to and from the United States." 

"Luxembourg has emerged as a pre-eminent location for life settlement investment funds, with its stable and efficient regulatory and tax environment," said Brian Casey, Partner with Locke, Lord, Bissell & Liddell LLP, and co-head of its Corporate Insurance Practice Group. "Our firm provides a wide array of legal services for the life settlement investment community throughout Europe, and we're excited to be a part of this event in Luxembourg to address some of the U.S. related issues facing investment funds based in Luxembourg."

Life Settlement providers and funding entities alike need to understand the impact the EU's Alternative Investment Fund Managers Directive and the US's Dodd Frank Act will have when sourcing investment from EU-based investors. Among the areas to be covered are: Regulatory Changes, Valuations Standards, US Double Tax Treaties, Role of Custodian and Fiduciary Agents, Reinsurance Trends, Moving Jurisdictions to On-Shore Domiciles and Regional Investor Insights. With speakers from: Apex Fund Services, Baker & McKenzie, Carlisle Management Company, Deloitte, Jay Enterprise, KPMG, Loyens & Leoff, Locke Lord Bissell & Liddell, Luxembourg Fund Partners, PWC, SadisGoldberg and more, the Luxembourg Life Settlement Seminar offers a truly unique opportunity.

European based service providers and non-EU funding entities/Life Settlement provider companies can request to receive complimentary registration. For additional information please contact Chris Wells at

About Carlisle Management Company

Carlisle Management Company SCA (CMC) is a Luxembourg based fund management firm focused on the US secondary life insurance market known as life settlements. Carlisle specializes in alternative asset strategy consulting and life settlement fund development. CMC also is a provider of alternative risk finance and secondary market insurance product consulting. The company operates The Long Term Growth Fund, offering institutional investors with access to investment strategies based on life settlement products. For more information on Carlisle and its life settlement services, please visit the website at

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