Engaged by legal counsel representing over 3,000 investors impacted by the bankruptcy of a large fractional interest life settlement company. Served as subject matter experts and provided counsel, market intelligence, financial analysis and strategic guidance for legal team from inception through confirmation.
Appointed exclusive sales agent for the Debtor-in-Possession of a $65 Million portfolio of fractionalized life settlement policies. Managed all aspects of an open-outcry auction and sale of the portfolio of 46 life settlements within 6 week time frame and secured an $18.5 Million winning bid from an institutional investor.
Facilitated tertiary sale of a block of life settlements for institutional investor. Handled specific elements of the transaction including interfacing with all prospective purchasers, their legal counsel, insurance companies and the securities intermediary to successfully complete multiple policy sales to multiple counterparties.
Engaged by institutional investor to advise them with regard to a proposed real estate transaction involving the use of life insurance policies as collateral. Services rendered included counterparty due diligence, quantitative valuation analysis and qualitative analysis of documentation pertaining to subject assets.
Engaged by a US Panel Trustee to provide litigation support in the form of expert consulting and expert witness services. Examined documents, wrote expert reports and coordinated with the trustee’s legal and accounting advisors in support of trustee’s litigation strategy.
Engaged by a European asset management firm to initiate, start-up, develop, operate and manage a life settlement origination and servicing platform. Provided guidance and services required for all aspects needed to establish life settlement acquisition and management capabilities in the US.
Traveled to Europe and Asia on behalf of a European fund group as subject matter experts and sub-advisor for the group’s life settlement fund. Presented to investors, financial advisors, distributors engaged or interested in the life settlement asset class.
Advised attorney representing a bankruptcy trustee selling a large life insurance policy on behalf of a failed hedge fund. Provided contract review and market intelligence to ensure policy sale was properly documented and fairly valued.
Served as sub-advisor to European fund manager with respect to all activities related to acquisition, management and eventual disposition of life settlements over a 2.5 year period. Fund’s return over the period was 11.3% net of all taxes and fees.
Engaged by advisor for an insurance aggregator to produce optimized premium streams for a portfolio of 160 life insurance policies. Produced uniform and detailed output in format suitable for use by institutional investors on a tight deadline.
Managed tertiary sale of a block of life settlements for a private investor. Handled all aspects and elements of the transaction including interfacing with multiple counterparties, their legal counsel, carriers and securities intermediary to successful completion.
Engaged to provide bespoke post-purchase administration of a portfolio of life settlements and to advise owner with respect to the resolution of past mismanagement of the assets. Implemented solutions and currently manage the portfolio on an ongoing basis.
Managed tertiary sale of a block of life settlements for a private investor. Handled all aspects and elements of the transaction including interfacing with multiple counterparties, their legal counsel, carriers and securities intermediary to successful completion.
Engaged by a vertically-integrated life settlement company to advise management team and restructure operations across the platform. Provided training and support for operations involving origination, IT, business development and portfolio administration activities.
Engaged by start-up asset management firm to provide strategic advice and assist management in the development of a business plan and operational design for development and launch of a vertically-integrated life settlement and life insurance servicing platform.
Engaged by a US Panel Trustee to provide expert advice, forensic due diligence, valuation, strategic guidance and other services involving a failed $250 Million life settlement scheme. Mandate included evaluating and managing the orderly liquidation of a life settlement portfolio.
Advised attorney representing trustee of a large life settlement portfolio with respect to the servicing of the portfolio, pricing related to services being provided and other matters related to the market for life settlement servicing.
Provided consulting services to a European institutional investor seeking to redeem shares of a Cayman Islands-based life settlement fund. Provided market intelligence, transactional guidance and due diligence services to client and their counsel to effectuate a successful transaction.
Engaged by asset management firm to research and analyze a cross-section of service providers operating in the life settlement marketplace as providers and servicers. Identified target companies, developed questionnaires, conducted in-depth interviews, and produced findings in a detailed analytical report.
Managed tertiary sale of a block of life settlements by European institutional investor to domestic institutional buyer. Handled all aspects and elements of the transaction including interfacing with multiple counterparties, their legal counsel, carriers and securities intermediary to successful completion.
Managed tertiary sale of a block of life settlements by European institutional investor to US private buyer. Handled all aspects and elements of the transaction including interfacing with multiple counterparties, their legal counsel, carriers and securities intermediary to successful completion.
Engaged by an institutional investor as subject matter experts and to provide litigation support including expert analysis and reporting as well as expert witness testimony. Extensive consultation with client’s counsel regarding life insurance, policy valuation, operational and market conduct issues.
Managed tertiary sale of a block of life settlements for European institutional investor. Handled all aspects and elements of the transaction including interfacing with multiple counterparties, their legal counsel, carriers and securities intermediary to successful completion.
Engaged by institutional investor to provide valuation analysis with respect to their interests in a portfolio of life settlements. Re-underwrote and evaluated portfolio of policies and produced written report and supporting documentation for presentation to client’s legal and tax advisors.
