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Experience
- Time in Market - 14 years experience in the purchase sale, and asset-backed lending related to life insurance products.
- Regulated - affiliates licensed in multiple jurisdictions.
- Focus - focus is on optimizing investors' returns.
- Substance - significant operational capability: infrastructure, employee base and capital adequacy.
- Institutional Relationships - $ 135 million credit facility with a large European bank and other
substantial relationships with financial institutions.
- Expertise - superior analytical and operational functions.
- CEO - has 15 years experience generating substantial profits in the life insurance and settlement
industries.
- General Counsel - has 9 years experience within the settlement industry, and as a former
governmental regulator, and has also practiced at top ranked law firms.
Legal Advisors
- Stroock & Stroock & Lavan LLP - Outside Counsel.
- Clifford Chance LLP - Outside Counsel.
Institutional Services Providers
- DZ Bank AG - Credit Facility.
- Friedman LLP - Auditing Services.
- Mills,Potoczak & Co. - Back up Servicer.
Transparency and Conflicts of Interest
- Align Economic Interests - our economic incentives are tied to delivering performance
and value to investors. Alignment of interests and transparency, because we
co-invest and actively manage life settlement portfolio.
Value Proposition
- Eliminate Unnecessary Intermediaries - we deal directly with sellers, agents.
Third party brokers and providers are usually eliminated to avoid unnecessary fees.
Pricing Methodology
- Pricing Analysis - detailed review of policy terms and riders merged with sophisticated software
yield superior results.
- Legal Analysis - in-depth legal and regulatory review of prospective transactions to identify superior
opportunities
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