Louis Kreisberg of Madison Partners on Life Insurance Policy Purchase
Louis Kreisberg Joins Panel at Opal Financial’s Alternative Investing Summit
At the Alternative Investing Summit, an event hosted by the Opal Financial Group, leading insurance industry figure Louis Kreisberg of Madison Strategic Partners joined fellow industry leaders to discuss a range of critical investment issues.
Mr. Kreisberg, a prominent fixture of the insurance world, discussed why pursuing alternative investments is essential to achieving returns while maintaining proper asset allocation. Specifically, he delved into how alternatives diversify a portfolio and how the global economy and current global events are affecting alternative investments.
He drew from his decades-long experience in creating new and innovative financing structures for life assets in conjunction with a number of global banks and institutional investors. Mr. Kreisberg has counted among his clients many Forbes 400 families, has been a Top of the Table member of the Million Dollar Round Table, a member of the International Forum and a member of the American Society of Pension Actuaries. He is also the Former Chairman of the Insurance Committee for Trusts and Estates magazine, among other accolades.
The event took place at The Ritz-Carlton, Laguna Niguel, Dana Point, California from December 4-6, 2011, and was well attended by leading trustees and representatives of institutions as well as money managers and consultants.
About Madison Strategic Partners:
Madison Strategic Partners is a boutique advisory firm focused exclusively on the life insurance marketplace. The firm’s integrated platform encompasses insurance advisory and insurance financing as well as an asset management division dedicated to sourcing, managing and servicing longevity products.
As pioneers in the life insurance financing and investment sectors Madison Strategic’s principals have structured, originated and managed over $17 billion in life asset transactions since 2001 and with an average of 30 years’ experience in the sector enjoy a unique set of relationships with brokers and agents, institutional and high net worth individuals as well as financing sources. Considered a keystone of the firm, these valuable relationships translate to the superior market knowledge and execution capability that enable Madison Strategic to offer its clients unparalleled service and solutions.
Louis Kresiberg Bio
Louis Kreisberg has been a leading figure in the insurance industry since 1984. In recent years while at KBC Bank and Park Venture Advisors, Louis led a number of pioneering efforts to create innovative financing structures for life assets. Prior to founding Madison Strategic Partners , he was a Partner in Pacifica LLC, a wholly owned subsidiary of KBC Bank. At Pacifica, he led efforts to originate and finance over $6 billion of policies, executed over $4 billion in policy sales and, through an affiliated company, acquired over $10 billion for its servicing platform. Louis was responsible for the New York office of Pacifica, overseeing a team of 150 employees and handling business development and transaction structuring initiatives.
Louis was a founding member Park Venture Advisors, where he designed and implemented bank-funded finance programs for insurance assets. Louis was managing member with primary responsibility for developing new business lines and counterparty relationships as well as transactional negotiations and implementation. Louis also oversaw asset sourcing among an extensive broker network as well as a team of 75 employees. His accomplishments while at Park Venture Advisors include structuring one of the first annuity-based programs with Credit Suisse and leading the origination and funding of over $6 billion in life assets.
Louis led production at numerous life insurance companies, including Guardian, John Hancock, American General, US Life and New York Life, where he was Chairman of the advisory board. As an acknowledged expert in estate planning, he has counted among his clients many Forbes 400 families. Louis has been a Top of the Table member of the Million Dollar Round Table, a member of the International Forum and a member of the American Society of Pension Actuaries. He is also the Former Chairman of the Insurance Committee for Trusts and Estates magazine.
Louis Kreisberg Amie Kreisberg at The International Fine Art and Antique Dealers Show
Amie and Louis Kreisberg attended the Society of Memorial Sloan-Kettering Cancer Center (MSKCC) 23rd Annual Preview Party for The International Fine Art and Antique Dealers Show at the Park Avenue Armory.
“This transaction enables Madison Strategic Partners to move into high-end space that can accommodate our company’s near and long-term growth,” said Louis Kreisberg, Madison Strategic Partners CEO. “It was also important to us to be located close to many of our clients.”
Stephen Farrier, principal and CIO of leading life insurance asset manager, Madison Strategic Partners will be attending Dealflow Media’s 2011 Life Settlements Conference and participating in the panel discussion How Do You Structure a Profitable Portfolio? The conference will take place in Las Vegas, NV on September 22.
Key topics to be introduced during the panel session are accumulation of policies, portfolio diversification and management. Fellow panelists include representatives from Ernst & Young, Vida Capital, Asset Servicing Group and Litai Assets. Mr. Farrier’s contributions to the discussion will be drawn largely from his experience at Madison Strategic Partners where alongside CEO, Louis Kreisberg, he is actively engaged in the origination and management of life assets.
