Life Settlement: How Laureola Advisors got 98 out of 100 months positive

00:00 - Intro
02:22 - Laureola Advisors:
- Solely focused on Life Settlements
- 15 Professionals
- Offices and representation in Toronto, Salt Lake City, Melbourne, BVI
- Regulated and registered in several jurisdictions around the world, including UK, Singapore, Bermuda, BVI
04:16 - What are Life Settlements? What is the use of the Life Settlement market? Tell us about the asset class and the instruments that you invest in?
05:53 - How do investment managers running Life Settlement strategies actually make money and/or extract Alpha? Which type of expertise is needed to successfully run such an investment strategy?
08:37 - The benefits of being a boutique advisor. Competitive advantages in sourcing
11:05 - Benefits of the Life Settlement strategy for investors
12:32 - Outlook and Barriers to Entry.
It's how you manage Longevity Risk, stupid! How boutique advisor Laureola got 98 out of 100 months positive:
The US life industry has paid out 100% of all unterminated policies in the last 150 years. A portfolio of life settlement investments can potentially provide meaningful returns in excess of current inflation while not being correlated to traditional markets and economic conditions.
There are two common applications of life settlements:
1. as a fixed income alternative; and
2. as an uncorrelated safe asset in a portfolio.
Such uncorrelated stable returns have attracted notable investors in life settlements such as leading US Endowment and Pension Funds (State of Michigan, Alaska Permanent Fund) and Warren Buffett’s Berkshire Hathaway. Life settlements is also one of the few asset classes that can protect portfolios against the deflationary scenario, deliver stable performance in a "muddle through" scenario, and even do well in a moderate inflation scenario.
But ideally, life settlement funds are run by boutique asset managers who employ internal experts and cap the size of their fund, says Tony Bremness, CFA, of Laureola Advisors. Laureola has done well with 98 out of 100 months being positive and a double digit annual growth rate. This success comes down to proprietary sourcing, and foremost, how to manage longevity risk - a very complex risk and one that takes a variety of inputs and a variety of professionals to manage properly, according to Bremness.
Laureola employs 15 professionals and is solely focused on life settlements. The company has offices and representation in Toronto, Salt Lake City, Melbourne, and the BVI and is regulated and registered in several jurisdictions around the world, including UK, Singapore, Bermuda, BVI.
Hear Tony explain:
- What are Life Settlements? What is the use of the Life Settlement market?
- How do investment managers running Life Settlement strategies actually make money and/or extract Alpha? Which type of expertise is needed to successfully run such an investment strategy?
- How Laureola manages Longevity Risk
- The benefits of being a boutique advisor
- Benefits of the Life Settlement strategy for investors
- Outlook and Barriers to Entry
Tony Bremness is the Founding Partner, Managing Director, and Chief Investment Officer at Laureola Advisors Inc. Mr. Bremness is a frequent speaker at Alternative Investment Conferences, with a focus on Life Settlements. He graduated with an MBA (1985 McGill University, Canada) and has been awarded the CFA accreditation (1991).
Mr. Bremness has over 35 years of asset management experience, with portfolios ranging in size from $100,000 to over $10 billion. He helped design, structure, and launch several investment Funds, and has consulted to some of the world’s largest institutional investors on Asset Allocation and manager selection.
Mr. Bremness founded Laureola Advisors in December 2012.

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