Overview of the Life Insurance Secondary Market from an Investment Perspective
October 29, 2010
Insurance Studies Institute (ISI) is very pleased to publish the 9th edition of the Life Insurance Settlement Series: “Overview of the Life Insurance Secondary Market from an Investment Perspective.” By analyzing salient media articles published over the last 12 months, ISI has attempted to identify trends affecting the Life Insurance Secondary Market (“LISM”). Over 65 [...]
Insurance Studies Institute (ISI) is very pleased to publish the 9th edition of the Life Insurance Settlement Series: “Overview of the Life Insurance Secondary Market from an Investment Perspective.”
By analyzing salient media articles published over the last 12 months, ISI has attempted to identify trends affecting the Life Insurance Secondary Market (“LISM”). Over 65 investor-related articles and papers were studied, and five main themes were recognized and fleshed out:
- General Developments in the LISM
- The Landscape of the Financial Markets
- Investments and Available Capital in the LISM
- Securitization of Life Insurance Settlements
- Best Practices and Standards
Conclusion? While the economic recession and other factors have resulted in recent pull-back of investor capital, the LISM “asset class” remains vibrant and appears to be maturing, gaining strength, and moving in pioneering directions.
Life Insurance Settlement Series Volume IX: Overview of the Life Insurance Secondary Market from an Investment Perspective
Tags: Financial Crisis, Investment, Life Expectancy, Life Insurance Secondary Market (LISM), Life Settlement, Securitization, Siegert
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Longevity Risk Management Solutions
December 1, 2009
ISI is exploring traditional paradigms of longevity and the capital market developments surrounding it. Longevity/mortality shows promise as a unique new asset class as institutions attempt to remove risk from their balance sheets while investors search for alternate sources of investment returns. Longevity Risk Management Solutions
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ISI’s Inaugural Insurance Concepts Forum, Institutionalization of the Life Insurance Secondary Market, April 22 – 24, 2009
April 24, 2009
The Insurance Studies Institute (“ISI”) hosted its first Insurance Concepts Forum in the spring of 2009. Participants included twenty seven leaders from academia, government, investment sectors, and the life settlement industry. This dynamic group spent two days discussing numerous topics with a focus on the “Institutionalization of the Life Insurance Secondary Market.” Spirited dialogue sparked [...]
The Insurance Studies Institute (“ISI”) hosted its first Insurance Concepts Forum in the spring of 2009. Participants included twenty seven leaders from academia, government, investment sectors, and the life settlement industry. This dynamic group spent two days discussing numerous topics with a focus on the “Institutionalization of the Life Insurance Secondary Market.” Spirited dialogue sparked several initiatives, including a draft proposal for an industry standards board, considerations toward an industry-wide marketing campaign, research of catastrophic risk management, and development of future forums with targeted themes.
Research Brief: Inaugural Insurance Concepts Forum, Institutionalization of the Life Insurance Secondary Market
Full Paper: Inaugural Insurance Concepts Forum, Institutionalization of the Life Insurance Secondary Market
Tags: Best Practices, Forum, Institutionalization, Investment, Life Insurance Secondary Market (LISM), Regulation, Seniors
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“The Stars are in Alignment” LISA’s Life Settlement Review, March 2009
March 1, 2009
Life Insurance Settlement Series Volume I: The Stars are in Alignment
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Argyle Forum 2008 PowerPoint Presentations
September 25, 2008
We would like to thank you for attending the Life Settlements panel at the Argyle 2008 executive Forum for Endowments, Foundations and Pension Funds. Due to an unprecedented response, we have decided to make the PowerPoint Presentations from our panelists available for your review. (Please see below.) Please don’t hesitate to contact us if you [...]
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Argyle Panel Discussion
2008 Argyle Executive Forum for Endowments, Foundations and Pension Funds presents: Has Investing in Life Settlements Come of Age? September 25, 2008 – New York City Panelists: Jon Sabes President and CEO, Insurance Strategies Fund, LLC President and CEO, GWG Life Settlements, LLC Bradley Geer Managing Director, Houlihan Lokey Howard & Zukin Antony Mott Managing [...]
2008 Argyle Executive Forum for Endowments, Foundations and Pension Funds presents:
Has Investing in Life Settlements Come of Age?
September 25, 2008 – New York City
Panelists:
Jon Sabes
President and CEO, Insurance Strategies Fund, LLC
President and CEO, GWG Life Settlements, LLC
Bradley Geer
Managing Director, Houlihan Lokey Howard & Zukin
Antony Mott
Managing Director, ICAP Capital Markets
Tags: Geer, Investment, Life Settlement, Mott, Sabes, Siegert
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The Effect of Life Settlement Portfolio Size on Longevity Risk
August 1, 2008
To examine how portfolio size affects longevity risks in a pool of life settlements. Specifically, this research analyzes the impact of longevity risk on the investment return of a life settlement portfolio. Research Brief: The Effect of Life Settlement Portfolio Size on Longevity Risk Full Paper: The Effect of Life Settlement Portfolio Size on Longevity [...]
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