by California Settlements | Nov 14, 2020 | Latest News
The Yale endowment is a perennial heavyweight amongst the mammoth Ivy League endowments. We are big fans of the Yale money management Illuminati in New Haven. What’s behind their legendary success, beside unlimited intellect and resources, might surprise you....
by California Settlements | Oct 22, 2020 | Latest News
On October 7, 2020, the Securities and Exchange Commission (SEC) voted to propose a new limited, conditional exemption from broker-dealer registration requirements for “Finders” who assist issuers with raising capital in private markets from accredited investors. If...
by California Settlements | Sep 18, 2020 | Latest News
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 familiar landscape for understanding the alternative nature of the asset class. We learned that although a mortgage...
by California Settlements | Aug 22, 2020 | Latest News
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 transaction is executed. In both instances, you have a non-homogenous asset that must be evaluated for its own merits and the...
by California Settlements | Aug 1, 2020 | Latest News
Senior Life Settlements are an alternative asset class that create a natural hedge against many of the forces, most notably price instability and volatility, associated with market-traded investments. In a career transition in 2000, I was sitting for the Series 7 Exam...
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