INSIGHTS
An inside look of financial asset management
Podcast
What does it take to effectively manage financial assets? With the numerous financial instruments out there, how do we determine which is better for you than the rest? Join us as my guest, Louis Frank, and I discuss in-depth aspects of financial management such as access to deal flow, the process of vetting investments, and the difficulties that come with operating private equity portfolios.
The Power of Empathy in Creating Solutions with Raphael Martorello of LotusGroup Capital
Podcast
PrimeAlpha’s Visionaries & Innovators Podcast series. In this episode, we spoke with Raphael Martorello, as he brings over 20 years of investment experience to his role as Managing Partner and CIO of LotusGroup Capital. In addition, Raph leads a team with over 65 years of combined life settlements experience.
“We started our wealth management firm to build durable partnerships with advisors and investors. With low-returning fixed-income returns and highly volatile public equity markets, we focused on finding meaningful alternatives. Life settlements happened to be a very attractive sector to us, offering the potential for excellent returns as well as highly uncorrelated results relative to the economy and public investment markets.”
FUNDVIEWS – The road to fund management
Podcast
Greg interviews Raph Martorello the founder of Lotus Group Capital. Raph discusses his engineering background and management consulting experience that led him to found a wealth management firm, and eventually a life settlement fund, focused on buying life insurance policies on the secondary market. For those interested in very niche and interesting investment strategies, this episode is for you.
We look forward to meeting you.
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ADV Part I, II, and III
Full Disclosures
We serve clients Nationwide and are registered with the SEC. Please go to www.Adviserinfo.sec.gov, the Investment Adviser Public Disclosure website, select “Firm,” and type in either LotusGroup Capital, Inc., or CRD # (298973) for additional information.
Securities are offered through Britehorn Securities, a registered broker-dealer, member FINRA / SIPC, 1401 Lawrence Street, Suite 1600 Denver, CO 80202 USA. 720-465-5305. Britehorn Securities and LotusGroup Capital LLC are not affiliated entities.
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