Madison Strategic Partners Principal Joins Panel Discussion on Best Practices in Structuring a Profitable Portfolio

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Stephen Farrier Spoke at "How Do You Structure a Profitable Portfolio?" Panel

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September 23, 2011 — Sharing insights among peers today, Stephen Farrier, principal and CIO of leading life insurance asset manager, Madison Strategic Partners emphasized that a profitable life assets portfolio is first and foremost the result of rigorous analysis and well-balanced diversification.The lively panel discussion, How Do You Structure a Profitable Portfolio?, was a highlight of Dealflow Media’s 2011 Life Settlements Conference.

Through the course of the panel, Farrier addressed key questions, including those regarding accumulation of policies, portfolio diversification and management drawing from Madison Strategic’s experience as a leading originator and manager of life assets. Notably Farrier also focused the discussion on best practices in due diligence, portfolio monitoring and servicing, fundamental tenets of Madison Strategic Partners.

Underlining this precept, Madison Strategic Partners CEO, Louis Kreisberg, commented, “As pioneers of the life insurance financing and investment sectors, our firm is singularly dedicated to putting clients’ interests first. For us, this commitment translates into advancing best practices across our business from due diligence to portfolio monitoring and servicing. Undertaking a best practice approach from start to finish forms the basis for a profitable portfolio and is the best way we know to manage risk and enhance the appeal of life assets to an ever-widening investor constituency.”

Louis Kreisberg has been a principal figure in the insurance industry since 1984 and has led a number of pioneering efforts to create innovative financing structures for life assets. Prior to founding Madison Strategic Partners, Mr. Kreisberg was a partner in Pacifica LLC, where 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. As a principal at Park Venture Advisors, Mr. Kreisberg designed bank-funded finance programs for insurance assets, structuring one of the first annuity-based programs with a major European bank and subsequently utilizing close to $1 billion of funding. He also led the origination and funding of over $6 billion of assets with international banks and private capital sources.

About Madison Strategic Partners:
Based in New York, Madison Strategic Partners is a leading manager of life insurance assets with over $1.8 billion in face value of assets under management. Madison’s principals are pioneers in the life insurance financing and investment sectors having structured, originated and managed over $17 billion in life asset transactions since 2001, working in conjunction with major global banks and institutional investors. The firm’s integrated platform offers asset sourcing, asset management and servicing capabilities.


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Margot Olcay
Rubenstein Communications
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