Summary:
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Now On Demand
In recent years, life settlements have gained more attention from both individual and large, sophisticated institutional investors as an attractive alternative investment option. This webinar will answer your questions about what life settlements are, why they have become such a sought-after asset class, and why now is an opportune time to allocate.
What you can expect to learn:
- Evolution of life settlements as an investment opportunity
- Overview of the life settlement marketplace and its positive social impact
- Compelling risk/reward profile of investing in life settlements
- Key factors to consider before investing in life settlements, including:
- how to classify them in an asset allocation
- the options available to invest
- what to look for in a fund manager
As volatility surges and interest rates climb, it is essential to be aware of non-correlated investment solutions that perform no matter what is happening in traditional markets. Please join Rich Beleutz and Steve Luongo to gain a deeper understanding of the life settlement asset class so you can confidently pursue an investment strategy that’s historically posted double-digit annual returns with low volatility and high stability.
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Speakers:
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Rich Beleutz
Chief Executive Officer
AIR Asset Management
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Richard Beleutz is responsible for overseeing the AIR Asset Management’s strategic direction and driving growth. He has nearly 30 years of experience in various capacities in the investment industry. He has closed over $1B in transactions for companies and investment products, has extensive deal experience in private equity and investment banking, and has an operations background as a former principal of three hedge funds. Mr. Beleutz has a well-established track record in the life settlements space, life insurance, and annuities asset classes. He earned a B.A. in Economics from the University of Michigan and holds Series 7, 9, 10, 24, 63, & 79 securities registrations. |
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Steve Luongo
Chief Investment Officer
AIR Asset Management
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Stephen Luongo is responsible for managing the portfolio team and overseeing its investment and risk management at AIR Asset Management. He leads the development and execution of strategic initiatives, the structuring and launching of new investment products, and regularly interfaces directly with investors to educate them on the value of AIR solutions. Previously he was a Managing Director of Peregrine Asset Management, ran Columbus Global Advisors, L.L.C., a commodity trading advisor and commodity pool operator, and was a VP of capital markets at a Banque Paribas subsidiary, Credit du Nord. Mr. Luongo earned his B.A. in Political Science from Hobart & William Smith Colleges and holds Series 3 and 30 registrations. |
