Life Settlements Industry Contacts & Links
Thanks to his considerable experience in the Life Settlement market, Michael has built up an extensive network of contacts. He works with many of the following companies and individuals on a regular basis.
Bank of Scotland
Part of the Lloyds banking group, one of the largest institutions in UK banking, Bank of Scotland provides a range of financial products and support to corporate customers.
www.bankofscotland.co.uk
Locke, Lord Bissell & Liddell
Locke Lord Bissell & Liddell LLP is a full-service, national law firm with offices in Atlanta, Austin, Boston, Chicago, Dallas, Houston, London, Los Angeles, New Orleans, New York, Sacramento, San Francisco and Washington, D.C.
www.lockelord.com
Managing Partners Limited
Managing Partners Limited (“MPL”) is a multi-disciplined investment house that specialises in managing alternative asset classes such as traded life policies.
www.managing-partners.com
Milliman Inc
Milliman is among the world’s largest independent actuarial and consulting firms, with more than 1100 qualified actuaries and consultants. Through consulting practices in employee benefits, healthcare, investment, life insurance and financial services, and property and casualty insurance, Milliman serves the full spectrum of business, financial, government, union, education, and nonprofit organizations.
www.milliman.com
Mills Potoczak
Mills Potoczak is a specialist provider of trust services and administer in excess of 10,000 policies. Mills Potoczak (MP) has responsibility for premium servicing, policy closing, policy tracking and maturity claims.
www.mpccpa.com
PNC Global Investment Servicing (Europe) Ltd
PNC Global Investment Servicing is a leading provider of processing, technology and business intelligence services to asset managers, broker/dealers and financial advisors worldwide.
www.pncgis.com
Professor Merlin Stone
Merlin is a well-known commentator on the financial services industry, particularly in relation to investment, pensions, life insurance, mortgages, savings and channels of distribution and has published many reports on these subjects. He has a first class honours degree and doctorate in economics. In parallel to his business career, he has also pursued a full academic career. He has held senior academic posts at various universities and is now a Visiting Professor at Oxford Brookes, De Montfort and Portsmouth Universities and teaches economics part-time for the Open University. He is author or co-author of many articles and thirty books on customer management including CRM in Financial Services and Key Account Management in Financial Services. The UK’s Chartered Institute of Marketing listed him in 2003 as one of the world’s top 50 marketing thinkers, he was nominated as one of the 20 most influential people in the direct marketing industry in a Precision Marketing readership poll in 2003, while NOP World nominated him in 2004 as one of 100 most influential individuals for their input and influence on the development and growth of e-commerce and the internet in the UK over the previous 10 years. He is a Fellow of the Chartered Institute of Marketing and an Honorary Life Fellow of the UK’s Institute of Direct Marketing. He is also on the editorial advisory boards of several academic journals, including the Journal of Financial Services Marketing, and writes for several trade publications.
