LotusGroup Capital combines industry veterans with fresh analytical thinking to target consistent and high-quality outcomes. Our differentiated approach combined with process-focused professionals drives results. Our dedicated team benefits from experienced specialists in underwriting, actuarial science, portfolio management, supply chain, and capital formation.
Managing Partner, CIO
“Raph” brings over 20 years of investment experience to his role as Managing Partner and CIO. Raph is responsible for managing the team and the investments of the insurance linked strategy. Raph is the Founder of LotusGroup, two Colorado-based RIAs registered with the SEC (combined AUM in-excess of $250MM with 700+ private placements and three private investment funds). LotusGroup has an 18-year regulatory track record and 6 years of institutional experience investing in life settlements. Raph earned his Bachelor of Science in Mechanical Engineering with a Minor in Economics from the University of Virginia.
Ned brings over 25 years of experience to his role as Managing Director, responsible for distribution and capital partner relationship management. Ned also manages our IR team and investor communications. Prior to joining LotusGroup in 2018, Ned previously served in senior roles at First Eagle Investment Management, Lehman Brothers, Neuberger Berman, and John A. Levin and Company. He earned his BA from DePauw University and an MBA from Butler University.
Louis is responsible for managing LotusGroup’s alternative asset platform. This role involves overseeing the strategic direction of the platform, research on new strategies, oversight of the firm’s 700+ private placements, and managing the firm’s original diversified offering, Prior to joining LotusGroup, Louis worked at Fortis Asset Management and holds BS in Finance from the University of Arkansas. Louis is also a CAIA ® charterholder.
Amanda brings 15 years of management experience to her role as CCO. Amanda is responsible for LGC’s compliance program, including investor suitability, management of annual regulatory requirements, and interaction with LGC’s legal counsel. She is in her fifth year with LotusGroup and previously held management roles in several service industries and within government. Ms. Cohen earned her BA from the University of Northern Colorado and her Masters in Organization Leadership from Regis University.
“Nick” brings over 16 years of experience in the life settlements industry to his role. Responsible for policy underwriting and portfolio servicing functions, on a daily basis Nick and the team reviews policies, premium optimizations, return projections, risk analysis, aging studies, and buy / sell transaction negotiations. Nick has underwritten and serviced over 8,000 life settlements, including the recruiting, training, and management of a global team of 15 professionals at a prior life settlements firm.
Carlos brings over 15 years of experience in the life settlements industry to his role in policy underwriting and portfolio management support. He brings a wealth of knowledge to the firm with his premium optimization and shadow account analysis skillsets. Carlos is in his second year with LotusGroup Capital and previously managed premium optimizations for a $2.2B Net Death Benefit (NDB) portfolio and separately a $1.4B NDB portfolio. Carlos has also serviced a $617MM NDB portfolio.
Leeann brings 2 years of experience as an underwriter at JG Wentworth to her role as a policy underwriting analyst. Leeann graduated from West Chester University with a B.S. concentrated in Actuarial Science and is currently progressing through the Society of Actuaries exams.
Erick brings over 20 years of experience pricing insurance, building stochastic financial models and utilizing predictive analytics on insurance datasets. Erick oversees all data elements associated with LLF’s ongoing portfolio management, including monthly premium payments, validation and reserves analysis, portfolio projections, investment realizations, and ad-hoc portfolio and industry analyses. Mr. Mortenson is an Associate of the Casualty Actuarial Society, is a Certified Specialist in Predictive Analytics and holds a BS in Mathematics with a Minor in Statistics from the University of North Dakota.
David Ramsden-Wood is the Director of Partnerships and has a 20-year background in business development and strategy prior to joining Lotus Group Capital. He has an MBA from Cornell and a B.Sc in Chemical Engineering from the University of Calgary.
We look forward to meeting you.