6/10 PRELIMINARY Agenda - ET (Eastern Time, GMT-05:00)
- How has the litigation funding market grown over the past year, and what are the projections for 2026?
- Has the market reached maturity, or is it becoming oversaturated?
- What new products are disrupting the market, and is insurance still on the rise?
- Which types of cases—single cases, portfolios, monetization, or acceleration—are most prominent in the market?
- How are funders offering tailored solutions to meet the needs of corporate clients?
- Will the market experience consolidation in the near future?
This session will provide a comprehensive analysis of proposed federal legislation affecting litigation finance disclosure and regulation. The topic will examine the specific provisions of active bills, assess their potential impact on business models and operations, and discuss how operators in the space should position themselves and their strategies in response to increased legislative scrutiny.
- What are the key provisions in the Tillis Bill, and what specific disclosure requirements would it impose on litigation funders?
- Are there any compliance infrastructures and processes that litigation finance firms should implement to manage regulatory risks?
- What advocacy and public policy strategies is the industry employing to shape the legislative outcome?
- How might the Tillis Bill affect access to justice for individuals and smaller companies who rely on litigation finance?
- How would mandatory disclosure of litigation funding arrangements impact competitive dynamics and deal structures?
- What disclosure obligations currently exist, and how are they being interpreted and enforced in practice?
- How can the industry proactively establish best practices and self-regulation to pre-empt restrictive oversight?
We’ll investigate the growing trend of Management Services Organizations (MSOs) in the legal sector and their potential as an investment vehicle for litigation finance capital. Conversations will analyze how MSOs are reshaping law firm economics, the investment thesis behind these platforms, and whether they represent a sustainable evolution or a transitional phase in the industry.
- What is driving the rapid growth of MSOs in the legal sector, and how do they differ from traditional law firm models?
- How do investors evaluate the risk-return profile of MSO investments compared to traditional case financing?
- Could the MSO model disrupt traditional litigation finance by creating vertically integrated platforms / firms?
- What exit strategies exist for MSO investments, and what valuations are being achieved in the market?
- What is the typical capital requirement and timeline to scale an MSO to profitability?
- How do regulatory constraints around fee-sharing and unauthorized practice of law impact MSO structures?
- What operational KPIs and metrics should investors focus on when assessing MSO opportunities?
The litigation finance lending market has matured significantly, but many institutional participants, commercial banks and alternative capital providers alike, still operate in silos. This panel brings together commercial lenders and investment funds to explore how a coordinated approach to law firm lending can expand market access, improve risk management, and drive better outcomes for all capital providers.
- How have specialist lending partnerships evolved and what does an effective partnership look like today?
- What does the infrastructure to support this look like?
- How are deals structured so that each part of the capital stack is aligned?
- How can banks and funds work together to transition borrowers as their risk profile evolves?
- Where is the law firm lending market heading?
- What does durable, scalable participation in this space look like for banks and funds over the next 2-3 years?
This session will examine the current fundraising environment for litigation managers, including shifts in market conditions, LP expectations, pricing of capital, and fund structures. Special emphasis will be placed on growing interest from private equity firms and what this institutional interest signals for the industry’s future growth trajectory.
- How are litigation finance funds differentiating themselves to attract capital in an increasingly competitive fundraising environment?
- How might the influx of PE capital change pricing dynamics and deal structures in the market?
- What’s driving private equity firms to enter the litigation finance space now, and how does their approach differ from traditional funders?
- How has the capital raising environment for litigation funds evolved over the past 24 months?
We’ll explore the expansion of litigation finance beyond traditional markets, examining opportunities and challenges in emerging jurisdictions. This global view of litigation finance will give attendees information on how to access international deals, manage jurisdictional risks, and build portfolios that leverage global diversification while managing cross-border complexities.
- Which international markets present the most attractive opportunities for litigation finance investment today?
- How do investors assess price enforcement risk in international arbitration and cross-border litigation?
- What due diligence considerations are unique to evaluating cases in civil law versus common law jurisdictions?
- What operational infrastructure is needed to effectively source, monitor, and manage global deal flow?
- How does portfolio diversification across geographies impact overall fund performance and risk management?
- What roles do global partnerships and co-investment structures play in successful global expansion?
The everyday implementation of AI, predictive analytics, and technology platforms are transforming how firms evaluate cases, due diligence, and portfolio monitoring. The conversation will discuss case outcome prediction models, automated document review, data-driven underwriting, and how technology is creating competitive advantages.
- Can you give us a case study example of how AI and machine learning models are being deployed to predict case outcomes and provide any accuracy rates towards them?
- What data sources are proving to be the most predictive for litigation success, and how can funders access and integrate this information?
- How can smaller funders leverage technology platforms to compete with larger, more established players in case selection or underwriting?
- What impact do you think predictive analytics will have on pricing and competition in the litigation finance market over the next 3-5 years?
- Are there any ethical and transparency considerations arise when using AI in litigation decision-making?
- Do you believe there’s a marketplace for proprietary technology tools being adopted by funders, or should they only partner with 3rd-party providers?
- How is technology changing the due diligence process, and what, if any, efficiency gains can be realized though automated document review, analysis, and other tech performances?
We’ll address the critical but underserved challenge of converting favorable judgements and arbitration awards into actual cash recoveries. Participants on this panel will explore the economics of enforcement financing, strategies for locating and debtor assets across jurisdictions, and innovative structures for monetizing awards when collection timelines are uncertain.
- How do cross-border enforcement challenges and judgement recognition impact the risk-return profile of enforcement financing?
- Is there currently a viable secondary market for purchasing judgements, if so, what multiples can be achieved in that space?
- What are the most effective strategies for enforcing judgements against sophisticated debtors who may use asset protection structures (offshore holdings)?
- How do funders conduct asset discovery and due diligence on judgement debtors to assess collectability before investing in enforcement?
- What percentage of favorable judgments go uncollected?
- Does enforcement financing represent a genuine market opportunity?
This session will examine the specialized infrastructure and strategies needed to successfully finance mass tort litigation at scale. We’ll thoroughly dive into the economics of client acquisition, marketing spend, managing large case inventories, and how to model returns when dealing with thousands of claimants across multiple valuations tiers and timelines.
- How is the mass tort market influencing the broader litigation funding arena?
- What are the operational challenges in managing portfolios of thousands of claimants? What infrastructure is required to monitor case progress at scale?
- How does funders model returns across tiered inventories where claimants have vastly different injury and settlement values?
- What are the unit economics of mass tort client acquisitions?
- At what point does marketing spend become unsustainable relative to expected case values?
- How should funders adjust their position or strategy based on trial outcomes?
This session will provide frameworks for general counsel and legal professionals to effectively communicate the value proposition, risks, and accounting implications to financial decision-makers. We’ll cover how to translate legal finance into C-Suite friendly metrics, demonstrate balance sheet benefits, and address common executive concerns surrounding risks and strategic alignment.
- What financial metrics and language resonate most effectively with CFOs when presenting litigation finance opportunities?
- What are the most common objections or concerns CFOs or C-Suite executives raise about litigation finance, and how can they be addressed?
- How do you position litigation finance as a strategic tool rather than merely a cost-shifting mechanism?
- Are there any governance structures that should be established or discussed for evaluating and approving litigation finance transactions?
- How should legal departments quantify and present the balance sheet advantages of off-balance sheet litigation funding?
- How does litigation finance fit into broader corporate capital allocation and risk management strategies?
- How can legal departments demonstrate ROI and success metrics for litigation finance to satisfy financial oversight requirements?