Analyzing Life Settlements from the Buyer’s and Investor’s Perspective with Jose Garcia (Ep. 9)
Life settlements represent a unique facet of the financial world, offering a secondary market for life insurance policies that benefit both policy sellers and institutional investors.
After selling these policies, some sellers may be concerned about their use.
This week, we want to address these concerns!
In this episode, Mark Mrky and Rob Haynie sit down with Jose Garcia, Chief Executive Officer at Carlisle Management Company S.C.A., to explore the perspective of a buyer and investor of life settlements. They dive into the mechanics behind selling life insurance policies, the role of institutional investors, and the future of the life settlement industry.
Jose discusses:
- The institutional framework of the life settlement industry and the role of providers and brokers
- The process of raising capital for purchasing life insurance policies and the types of investors involved
- The tracking and administration of sold policies, ensuring compliance and a smooth experience for both sellers and investors
- The uncorrelated nature of life settlements as an investment asset and its appeal to sophisticated investors
- The potential for growth in the life settlement industry and innovations such as securitizations and public offerings
- The possibility of policies being resold to other institutional investors and the seamless process it entails for the original seller
- And more!
Connect with Mark Mrky:
- 954-326-9378
- 866-326-5433 Ext. 1017
- LinkedIn: Mark Mrky
- Life Insurance Settlements, Inc
- markm@lisettlements.com
Connect with Rob Haynie:
- 954-599-4433
- LinkedIn: Rob Haynie
- Life Insurance Settlements, Inc
Connect with Jose Garcia:
About Our Guest:
Having established a fifteen-year track record of success across several sectors of capital markets, including but not limited to emerging markets, structure finance, longevity markets, fund management, and investment structuring, Jose Garcia has most recently put his experience to work in structure finance and bringing investment solutions to investors looking to take advantage of alternative investments. Based in Luxembourg and recognizing that many of the financial market standards and traditional investment sectors are outdated, Jose is launching new investment vehicles utilizing alternative investments as underlying assets in accordance with the global trend for diversification from traditional financial markets.
Jose has served as Carlisle Financial Group’s Chairman and CEO since 2002, when the company was founded. During his tenure, Jose supervised the acquisition and implementation of a number of companies within financial markets. Carlisle’s two biggest investments were in emerging markets and longevity markets.
Podcast: Play in new window | Download | Embed