THE TEAM

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.

Raphael Martorello
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.

Erick Mortenson
Senior Analyst, Actuary
ACAS, CSPA
 

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.

Louis Frank, CAIA
Partner
 

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 Cohen
Chief Compliance Officer
 

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.

Nicholas Rubio
Asset Manager
 

“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 Cadena
Senior Analyst
 

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 Nicholls
Analyst
 

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.

Ashley Colburn
Client Services Manager

Ashley provides administrative support to our growing LP investor base. With over ten years of business experience, including a 3-year stint running her own company, Ashley brings an elevated level of organization and joy to the firm’s investor-facing processes. She holds a Bachelor of Arts in Education from Metropolitan College of Denver.

Ned Rule
Managing Director

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.

David Ramsden-Wood
Director of Partnerships
 

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.

Contact Us

We look forward to meeting you.

1005 S. Gaylord Street, First Floor 
Denver, Colorado, 80209
Phone: 720.593.9861

LotusGroup Capital (“LGC”)
Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell, the securities mentioned herein. Every investor’s situation is unique. You should consider your investment goals, risk tolerance and time horizon and contact your financial advisor or investment advisor representative regarding your particular situation before making any investment.

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.

 
LGC does not provide tax or legal advice and may transact business and/or respond to inquiries only in state(s) in which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state.
 
Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions not addressed on this site. LGC does not provide tax or legal advice and does not represent in any manner that the outcomes described herein will result in any particular tax or legal consequence. Before making any investment or hiring any investment manager, investors should consult with an investment professional, legal, tax, or another advisor as necessary to aid in due diligence as proper for their situation and to decide the suitability of the risk associated with any investment. Investors must make their own financial and planning decisions based on their specific due diligence, investment objectives, financial, and individual circumstances. Past performance is no guarantee of future results, and any expected returns or hypothetical projections may not reflect actual future performance. There can be no assurance that any projected or actual performance shown herein will lead to the expected results shown or perform in any predictable manner. It should not be assumed that investors will experience returns in the future, if any, comparable to those shown or any or all of LotusGroup’s clients experienced such returns.