Louis Kreisberg Speaks at Opal Financial’s Alternative Investing Summit

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Discussed why pursuing alternative investments is essential to achieving returns while maintaining proper asset allocation.

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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.


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Margot Olcay
Rubenstein Communications
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