Mark Beck has over 20 years of Wall Street experience working for firms such as Merrill Lynch, Lehman Brothers and UBS in Chicago, Dallas, Philadelphia, New York, Tokyo and London in various finance, sales, trading and management roles.
Most recently, Mr. Beck was VP Origination at Caldwell Life Strategies, an ILS investor. While there, he managed the acquisition of $1.8B of the $2.4B pool of Caldwell’s insurance assets.
He now serves as a partner at 379 Associates, a boutique management firm advising investors on life insurance asset acquisitions. Mr. Beck has a BA in Finance from Elmhurst College and is currently pursuing a graduate degree in Mathematics.
Mark has completed the NASD Series 7 and 8 exams (currently inactive).
Nigel Barclay is an accomplished Financial Executive with over 30 years of experience both in the UK and Asia across varying industries including 13 years with JP Morgan. A skilled consultant and project manager experienced at MIS development and implementation, Mr. Barclay has specialized in cost reduction, re-engineering and treasury management. His financial planning, analysis and reporting experience has been with balance sheets of up to $14B.
With a solid track record in the sales of alternative investments to High Net Worth Individuals around Asia, he has consulted on the development of a structured product for corporate clients. He is cross-culturally sensitive, results-oriented and dedicated to cost effective business solutions. Mr. Barclay has obtained educational training through the Association of Accounting Technicians 1982.
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