Yale Endowment Invests Heavily In Market Alternatives
The Yale endowment is a perennial heavyweight amongst the mammoth Ivy League endowments. We are big fans of the Yale money management Illuminati in...
Senior Life Settlement Services
Policy Aggregation
Contract Analytics
Portfolio Management
THE CAPSTONE MISSION
Maximize the economic value of a life settlement policy
Minimize Extended Longevity Risk
OUR EXPERIENCE
$250MM+
total face aggregated
10+
year track record
Life Settlement Market Intelligence
The Capstone team of analysts and insurance industry veterans are experts at extracting the maximum economic value from a life insurance policy.
Premium Reserve Management
No two policies are created equal. The primary objective of managing a life settlement policy is to optimize premium streams to their lowest possible cost component.
Monetizing A Perceived Liability
A secondary market exists to benefit the policy holder and disrupt the monopsony the insurance carriers have created by providing a potentially larger payout compared to the carrier's surrender offer.
News and Views
Senior Life Settlement Education
A Life Settlement Transaction Is Similar To Buying A House - Part III
In the first two installments, we shared some information about how a life settlement transaction has similar facets to buying a home to help paint a...
A Life Settlement Transaction Is Similar To Buying A House - Part II
In Part I, we talked about how what we like to call the “Chain of Custody” works to buy and own a home and how similarly a life settlement...
Alternative Investments, Senior Life Settlement Education
A Life Settlement Transaction Is Similar to Buying a House
Senior Life Settlements are an alternative asset class that create a natural hedge against many of the forces, most notably price instability and...
Investment News, Alternative Investments, Senior Life Settlement Education
Democratize This!
There are a number of interesting new, and old, ideas that are morphing into clever ways to “Democratize” this and that and that’s clearly evident in...
Investment News, Investor Behavior
Dislocate Yourself From The Market
Market dislocations occur all the time. Money managers, market strategists and traders seek these disruptions to create opportunities to buy and sell...