Insurance-Linked Investment Opportunities Amid Volatile Markets
The COVID-19 pandemic has caused significant volatility in the markets, but with that uncertainty comes opportunity. Life insurance policies aren’t typically thought of as assets that can be accessed for the purposes of liquidity or investing, but they can be used that way—and in today’s economic climate, a life settlement might be the right move for your financial future.
- What life settlements are and how they work
- The benefits of life settlements to the buyer and the seller
- Where life insurance fits into a sophisticated investment portfolio
- The market for life settlements in light of the COVID-19 pandemic
Event Recording
Insurance Linked Investment Opportunities Amid Volatile Markets
Speakers
Richard Beleutz
- Title
- CEO @
- Company
- AIR Asset Management
- Role
- Moderator
Rich is responsible for overseeing and directing AIR Asset Management’s overall strategic growth and initiatives. He draws from his diverse deal experience in the realms of private equity and investment banking, and has operations experience as principal of three hedge funds. Since 2006, Rich has launched a life settlement brokerage business, a life settlement trading hedge fund, and a life expectancy company. Rich’s thought leadership in the alternative investments space has been sought after for interviews and industry conference speaking engagements. Rich graduated from the University of Michigan with a BA in Economics in 1992.
Scott Romanek
- Title
- Managing Director, Sales & Marketing @
- Company
- AIR Asset Management
- Role
- Panelist
Scott joined AIRAM in January of 2018 and serves as Managing Director of Sale & Marketing. With over 20 years of experience in investments and financial services, Scott’s responsibilities include fundraising, implementation of strategic marketing initiatives, development of client relationships and providing investor relations support to AIR Asset Management’s investors. Prior to joining AIR Asset Management, Scott served as Vice President of Distribution & Fundraising for MJM 2 Capital, a firm specializing in the fundraising, distribution and investor relations of a macro hedge fund strategy. Previous to MJM 2 Capital, Scott was a wealth advisor with Morgan Stanley, focusing on bespoke construction of portfolios for HNW clients. Scott started his career as a derivatives trader, becoming a Member of the Chicago Board of Trade, with concentration on the US Treasury bond complex as well as SP 500 futures & options. Scott earned a Bachelor of Science in Business from Arizona State University W.P. Carey School of Business. He has previously held the Series 7 & 66 licenses.
About
AIR Asset Management
AIR Asset Management is a rapidly growing hedge fund management firm based in downtown Chicago. AIRAM is the US-strategic partner of Carlisle Management, a $2.3B global investment firm solely dedicated to the life settlement space since inception in 2008 with senior management having a combined 80 years of experience in the asset class. We focus on providing investors attractive returns that are non-correlated to traditional asset classes through open-end hedge fund and private equity style closed-end vehicles. AIRAM is a strong believer in socially responsible investment strategies, and we promote these efforts through our voluntary membership in the Principles for Responsible Investment.