Marquee Financial Group draws on decades of experience in life settlement origination, portfolio trading, predictive analytics, institutional funding, servicing and transaction execution.
Marquee principals have worked with institutional banks, pension-related capital, private equity, hedge funds, lending facilities and family-office investors across different stages of the life settlement market. Historical activities have included policy sourcing, portfolio pricing, tertiary-market transactions, custody structures, longevity analytics and servicing.
Leadership experience includes securing and working with large funding facilities connected to institutional counterparties, including predecessor-company relationships referenced historically by Marquee.
Experience includes secondary and tertiary life settlement portfolio transactions, due diligence and execution support.
Marquee developed the LivingStar platform to support policy submission, pricing, transaction workflow, servicing data and portfolio visibility.
Paul.moe@marqueefinancialgroup.com
Paul has led company development, institutional funding structures and strategic partnerships across life settlements and other ventures. His prior life settlement leadership included large institutional funding relationships and the development of custodial and securities-intermediary structures.His background combines capital formation, predictive analytics, business development and institutional transaction structuring.
David.younglove@marqueefinancialgroup.com
David oversees third-party relationships, policy origination, portfolio analysis and operating processes. His historical work includes large-scale policy origination and modeling, tertiary-market transactions and the development of Marquee’s life settlement technology infrastructure.Since 2005, Marquee’s prior public materials state that David led teams involved with more than $5 billion in net death benefit of policies under institutional origination and acquisition relationships.
Wiley.sharp@marqueefinancialgroup.com
Wiley is a Senior Investment Banker at Silicon Prairie Capital Partners LLC, an SEC- and FINRA-registered broker-dealer serving middle-market companies. He brings extensive corporate finance experience spanning business, market and credit analysis, capital markets, valuations and financing strategy.Wiley has worked on both issuer and investor sides of direct and syndicated loans, private placements, public debt and equity offerings, and project financing. His background includes founding Altus Financial Group LLC and Lafayette Bay Advisors LLC, as well as CFO roles at The trū Shrimp Company and Aspirity Holdings LLC. He has completed more than 50 investment banking assignments valued in excess of $3 billion across multiple industries. He holds Series 7 and Series 63 FINRA licenses and earned a B.S. in Management from Tulane University.
Biographical and transaction-history statements summarize experience described in Marquee International’s historical public materials. They should not be interpreted as the performance record of any current or future Marquee Financial Group fund.
Sourcing, underwriting, pricing, diligence and execution of life settlement policy acquisitions.
Portfolio cash flows, mortality assumptions, premium forecasts, stress testing and liquidity planning.
Ongoing carrier administration, premium management, policy monitoring and death-claim processing.