Stamford-based Caldwell has bundled its affiliates and repositioned them as Caldwell Life Strategies.
Caldwell is an asset manager providing “life settlement and related investing solutions.” Caldwell Life Strategies is now a single corporation.
“It’s an exciting time for our business and the multiple benefits of this asset class are hitting home with sophisticated investors and gatekeepers,” said Adam Balinsky, president of Caldwell Life Strategies.
Balinsky said the new moniker encompasses the multi-faceted expertise of the firm across all phases of life settlement investing. The business began in 2006. It manages pools of individual life insurance policies with more than $2.6 billion of face value.
“Caldwell’s unique approach is built around an alignment of interest with its investors, including the ability to co-invest, compensation structures based on performance, not volume, and an incentive to provide transparency and enhance value at all stages of the investment process,” said Balinsky in a prepared statement.
