"Since 2006, I've been studying and thinking about how this product can be structured in a transparent and highly ethical way, how I can help investors protect their capital through disciplined risk management, and grow wealth in a very predictable, solid investment."

• 30+ years expertise in financial management 28 of which were with Arthur Andersen where he served as Regional Managing Partner of the Ohio, Michigan and Indiana Region.
• A pioneer in the Life Settlements business, founding Life Equity, LLC in 2000. Life Equity, LLC has an unparalleled reputation in the LS industry in policy acquisition, and policy management, serving major institutions throughout the world.
• Chairman of Burdette Capital Management, a private equity firm and the parent company of BAM.

Related Successes:

• Formed Burdette Capital Management in 2000, a private investment fund, with one active investment that has returned 2X invested capital.
• Started Life Equity LLC in 2000, one of the largest life settlement servicing firms in the world, with a reputation for integrity and transparency.

"At Burdette Asset, we manage Life Settlement assets on a cash based, investor centric platform. We structure our Funds with the investor in mind and manage portfolios to maximize realized gains for reinvestment or distribution. Investor communication and operational transparency are consistently maintained. This operating philosophy is unique among managers in the Life Settlement asset class.”

• 30+ years in the capital markets, asset management and financial consulting as a Managing Director with KeyBanc Capital Markets opening and managing the Los Angeles and San Francisco offices in 1993 and 1997, and serving on the Firm's Capital Commitment Committee, and
• A Founder and Regional Practice Director of Ernst & Young Executive Compensation Consulting Management Consulting Group.

Transforming Life Settlement Investing:

• With Dett Hunter, surveyed best practices and launched policy management (servicing) group at Life Equity, LLC. Advised new Fund managers on fund structure & portfolio management strategy. Co-Founded Burdette Asset Management to provide investors access to disciplined, cash basis investing in Life Settlements.
• Manages all aspects of Burdette Asset Management LS Funds I & II and our professional partner relationships.
• Manages Burdette’s policy consulting and portfolio advisory business.