W&F October 2017

www.wealthandfinance-news.com 8 Wealth & Finance International - October 2017 Garcia affirms. The Luxembourg Life Fund has seen substantial growth in the last twelve months and finished strong in 2016, with an annualized return of nearly nineteen percent, following five consecutive years of over twenty percent. Based in Luxembourg The financial crisis created enormous pressure to improve the transparency and security of investment products and structures across all asset classes. In order to achieve these goals and to maintain the confidence of its clients, Carlisle felt it was crucial to operate in a business environment that includes a robust regulatory infrastructure and a credible reputation as a stable international financial center. Therefore, the firm chose Luxembourg for its base of operations and has benefitted from the decision as the firm has grown. Besides providing a stable and well-regulated infrastructure, Luxembourg has provided Carlisle with other benefits as well. The country offers several legal forms for alternative asset classes with a high level of structural flexibility and regulatory adaptability, such as the Specialized Investment Fund (SIF) structure that the Luxembourg Life Fund uses. Jose Garcia, CEO As the Chief Executive Officer of Carlisle, Jose Garcia is integrally involved in the management and strategic vision of the company. As founding partner, he has grown Carlisle from the very beginning and still remains fully involved in the continued growth and ever evolving strategic view of the company. In addition to the role of chief executive, Mr. Garcia heads up the portfolio management and policy acquisition divisions of Carlisle, actively involved on the investment decision making process as well as nurturing and developing the firm’s key sourcing relationships within the industry. Market Depth & Involvement To maintain a leadership role in this rapidly growing industry, Garcia has assembled an experienced team and ensures they get involved in all aspects of the life settlement process. This increased market presence provides an advantage over competitors, as it helps quickly identify trends and secures relationships with key participants. “Each member of our senior team has spent more than a decade within the life settlements space,” states Mr. Garcia. “All of our key members are well known and regarded within our industry, and have proven themselves over the years to be consistent and dependable individuals to do business with. Our reputation has helped us to remain in a strategic position that directly results in superior investment results.” It has been precisely the firm’s combination of focus on investor needs and dedication to innovation that has led to Carlisle’s success, and Garcia believes that this will keep them ahead of the competition well into the future.