ADISA's Focus on Alternatives Podcast Series
The Alternative & Direct Investment Securities Association is hosting this educational series that covers key topics in alternative investing. Be sure to check back regularly for new episodes.
ADISA's Focus on Alternatives Podcast Series
S11 E7 - Inside Private Placement Insurance & Alternative Investments
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Private placement insurance structures are becoming more accessible to accredited investors as they make their way downstream. In this video, Sandy Geyelin, senior vice president of Global Wealth with Athene, sits down with Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, to break down the structure, tax implications, and role private placement life insurance and private placement variable annuities can play in alternative investment portfolios.
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