Alternative Asset Opportunities, asset allocation, catalyst, correlation, dividend tax treatment, Event Driven, Expected
Value, fighting the Fed, Investegate, IRR,
Liquidations, Margin
of Safety, offer premium,
portfolio allocation, QE, Recommended Cash Offer, Risk Arbitrage, risk - on risk - off, takeover offers, Takeover Panel, VIX, volatility, wind - down
Short term financing, where the
portfolio's «market
value» gets measured on a daily basis has a much bigger impact, because as prices fall,
liquidation of assets can feed a collapse
of prices.
Professional Experience Fortris Financial (Los Angeles, CA) 2008 — Present
Portfolio Manager • Manage a universal life policy portfolio with 200 policies and over $ 800 million in face value, leading a three - person staff in the advisement of resource allocation to assets • Negotiate and effectively communicate loan re-payment and asset liquidation strategies to interested parties, including attorneys, institutional investors, brokers, agents and clients • Design and implement processes to sustain and grow AUM, while mitigating losses through effective crisis management • Document loan payments, policy values, medical records associated with policies under management • Resolve policy issues efficiently through effective communication with involved
Portfolio Manager • Manage a universal life policy
portfolio with 200 policies and over $ 800 million in face value, leading a three - person staff in the advisement of resource allocation to assets • Negotiate and effectively communicate loan re-payment and asset liquidation strategies to interested parties, including attorneys, institutional investors, brokers, agents and clients • Design and implement processes to sustain and grow AUM, while mitigating losses through effective crisis management • Document loan payments, policy values, medical records associated with policies under management • Resolve policy issues efficiently through effective communication with involved
portfolio with 200 policies and over $ 800 million in face
value, leading a three - person staff in the advisement
of resource allocation to assets • Negotiate and effectively communicate loan re-payment and asset
liquidation strategies to interested parties, including attorneys, institutional investors, brokers, agents and clients • Design and implement processes to sustain and grow AUM, while mitigating losses through effective crisis management • Document loan payments, policy
values, medical records associated with policies under management • Resolve policy issues efficiently through effective communication with involved entities