Sustaining-Members of BVZL
AA-Partners Ltd. (AAP) is an independent investment boutique. We are specialized in advisory and asset management services for institutional clients. Based on our expertise we are the sponsor of AAP Life Settlement Index, a benchmark for the life settlement industry tracking the performance of open-ended funds with a strategy in the life settlements area. AAP was founded in January 2007 and is domiciled in Zurich (Switzerland).
Fasano Associates is a leading underwriting consulting firm serving the life, structured settlement and life settlement markets. Historically, Fasano’s life expectancy estimates have been the most consistent and accurate in the market. Fasano’s analytic approach is unique in that it integrates physicians into the review process, and its cadre of physicians includes former Chief Medical Directors of companies such as New York Life and Genworth. Its robust, peer reviewed medical analysis is complimented by state of the art actuarial research. Its proprietary mortality tables facilitate more precise cash flow modeling by incorporating changes in the slope of the mortality curve related to the severity of disease impairment. Fasano licenses its database and mortality tables to qualified institutional investors. It also hosts an annual Fall Life Settlement and Longevity Conference that is geared to the investor market (www.fasanoassociates.com).
UniCredit Bank AG
HypoVereinsbank is a leading private-sector bank in Germany and part of UniCredit, a successful pan-European commercial bank with a simple business model and a fully plugged in CIB, delivering our unique Western, Central and Eastern European network to our extensive client franchise. We offer local expertise as well as international reach. We accompany and support our 25 million clients globally, providing them with unparalleled access to our leading banks in 14 core markets as well as to another 18 countries worldwide.
UniCredit Corporate & Investment Banking (UCIB) provides services for a wide range of companies from medium-sized enterprises to multinational groups and institutional customers. UCIB provides these customers with access to its international network as well as to subsidiaries in the most important financial centres of the world. Thus UCIB promotes the growth and internationalisation of both its corporate and its institutional customers, thereby generating sustainable added value for all stakeholders concerned.
The Special Product team at UniCredit Hamburg facility has been serving national and international customers operating in the secondary market for life insurance policies for many years. Among other things, this sees the experienced team help its clients to set up tailor-made financial packages, make available credit lines for buying life insurance policies, and offer bridging loans and refinancing facilities to private and institutional investors.
Jäderberg & Cie.
Phone: +49 40 329 69 69 – 0
Fax: +49 40 329 69 69 – 69
Jäderberg & Cie. initiates unique, direct and transparent investments into real and sustainable assets for family offices, private banks and institutional investors.
The secondary market for life policies is a core asset focus of the company, based in Hamburg, Germany.
As a pioneer of this sector, Jäderberg & Cie. and their partners look back at almost 20 years of entrepreneurship in the German, British and US sub-markets – as well as a future view on policies from further countries.
The total investment volume of the funds, which the founder developed together with his partners since 2003, exceeds 1.5 billion Euro.
Chief Operating Officer
4350 East-West Highway, Suite 905
Bethesda, MD 20814
Phone: +1 (240) 333 7365
Fax: +1 (301) 347 4403
MLF LexServ — The leading company for comprehensive life settlement servicing. Exclusively dedicated to supporting life settlement transactions and servicing life settlement portfolios, MLF LexServ utilizes a secure environment that provides clients transparent access to their portfolios and ensures that all assets are managed efficiently.
Management: Moritz Roever
5, rue Heienhaff
Phone: +352 2648 51 22
Fax: +352 2648 51 30
As an independent and unbiased platform LifebondXchange is solely dedicated to the creation of a functioning tertiary Life Settlement market. Our objective is to enable market participants to buy, sell and service Life Settlements in a secure and reliable environment. LifebondXchange is a European initiative.
- Creating liquidity in the tertiary Life Settlement market
- Transparency on commissions, charges and procedures
- Fair market pricing by providing a well-defined and streamlined auction process
- Team of qualified professionals
- Broad market access, exclusively to validated and approved platform users only
- High transaction speed and high execution probability
- Portfolio and single policy transactions
- Pre- and post-settlement services
- High quality standards across the entire auction process
MPC Capital Fund Management GmbH
Phone: +49 (40) 380 22 – 4632
Fax: +49 (40) 380 22 – 4492
MPC Capital Fund Management GmbH is a wholly owned subsidiary of MPC Capital AG and responsible for the management and controlling of all closed-end investment. This includes the processing of fund management information for internal purposes, the trust company as well as sales partners.
Chief Executive Officer
130 Vantis, Suite 100
Aliso Viejo, CA 92656
United States of America
Preston Ventures is a privately held financial services firm, which provides structuring, advisory, asset management, acquisition, disposition, and corporate finance services to institutions and family offices. Some of the world’s largest private equity funds, hedge funds, and corporate clientele know us as proactive, data driven, and highly analytical.
The partners organize institutional capital in conjunction with opportunities to invest principally in transactions where they can utilize their specialized market knowledge and expertise. Preston Ventures boasts a history of success through a variety of economic environments, changing business cycles, and asset classes.
RiverRock Trust, LLC
Anna M. Baily (Director)
3200 Southwest Freeway, Suite 3120
Phone: +1 (713) 375-1302
Fax: +1 (832) 550-2929
RiverRock is a family of companies that serve as the investment arm of a private Houston-based family office. We focus on generating superior returns across asset classes. RiverRock has successfully closed three private placements in the life settlement space and currently raising capital for it’s fourth. RiverRock Securities, an affiliate is a FINRA regulated Broker-Dealer approved for variable life settlements and private placements. RiverRock Partners, another affiliate, is a licensed life settlement provider. RRIF II & III were approved on the National Financial Services (Fidelity) alternative investment platform.
Locke Lord LLP
Brian T. Casey, Esq.
Terminus 200, Suite 1200
3333 Piedmont Road, NE
Atlanta, GA 30305
Phone: +1 (404) 870-4638
Fax: +1 (404) 872-5547
Brian T. Casey, Esq.
Locke Lord LLP is an AmLaw 100 law firm with 13 offices in the U.S. and abroad. Locke Lord has been repeatedly recognized by leading legal surveys such as Chambers Partners and Reactions and has one of the largest dedicated insurance capital markets practices in the U.S. involving life settlement investments and insurance linked securities representing both international and domestic clients in these areas.