Publications
Life Settlements and Longevity Swaps
The Hedge Fund Journal
April/May 2016
Trillions of dollars of unfunded (and under-funded) social security and pension liabilities, combined with the demographic time bomb of aging populations, creates a daunting challenge in terms of covering the costs of retirees’ costs of living, care and health care — before even considering their desire to bequeath wealth. Many older people may not realize that they do have assets, besides their home, that can be monetized – and life insurance policies can be amongst the most valuable financial instruments they may own. In this article, The Hedge Fund Journal talks to partner and co-head of the firm’s Finance & Derivatives Group Boris Ziser and partner Thomas R. Weinberger about the opportunities for investors, individuals, insurers and pension funds in the life settlements market.
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Alerts
The US Securities and Exchange Commission (“SEC”) and the Commodity Futures Trading Commission (“CFTC”) have overhauled Form PF and private fund managers have until March 12, 2025, to begin reporting on the new Form. The changes to the reporting requirements mandated by the amendments to the Form (“Form PF Amendments”) will require substantial preparation by many managers.[1]
Alerts
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Alerts
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