The LGC Way

LotusGroup Capital focuses exclusively on uncorrelated private asset investing.  We combine industry veterans with fresh analytical thinking to target consistency and above average outcomes.  We also focus on delivering some “free lunch” through cost reduction in the value chain, negotiating price breaks with suppliers, servicers, and administrators.  Finally, we select investment opportunities that allow for stakeholder value maximization with sellers, buyers, investors, and partners.  This is critical to our mission of “Maximizing Human Potential.”

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Capital Managed
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Face Value of Settlements
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Years In Business
LotusGroup companies have been in business since 2004, includingsister firm LotusGroup Advisors and  predecessor firm MMM.  Figures presented are as of Oct 1, 2020.

Longevity Investments or “Life Settlements”

Investment Goals & Characteristics

Life settlements have traditionally delivered uncorrelated returns.  However, putting too much capital to work at once may lead to sub-optimal results.

We seek investment alpha by matching capital raise functions to real-time sourcing capabilities.

Our team includes in-house underwriting, bidding and portfolio management.

LotusGroup marries industry veterans with mathematical and process-focused disciplines to target uncorrelated returns.

We strive to manage life settlement-specific investment risks by evaluating the following:

  • Policy tail risks
  • Cost of insurance optimization and increase mitigation
  • Medical and life expectancy updates
  • Cash reserves
  • Maturity proceeds collections

We negotiate cost savings throughout the entire life settlements supply-chain, including discounts from third-party providers in sourcing, servicing, custody and administration.

It is our utmost belief that cost reduction is one of the few “free lunches” in investing.

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LotusGroup Capital’s management team has over 65 years of collective investment management history, working with our investors and partners to develop and integrate investment solutions.  We look forward to meeting you and learning how we can help maximize potential for your business and your clients.

Make. Life. Count.

Key Team Members

Raphael Martorello
Raphael MartorelloManaging Partner & CIO
Louis Frank, CAIA
Louis Frank, CAIAPartner, Director of Operations
Nick Rubio
Nick RubioUnderwriting & Portfolio Manager
Ned Rule
Ned RuleManaging Director of Distribution*
Amanda Cohen
Amanda CohenCCO & Investor Relations
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