For more information contact: emailus@marcusevans.com An interview with: William Corry, Owner & General Manager of Corry Capital Advisors, a sponsor at the marcus evans UK Pensions & Investments Summit 2011, on profiting from life insurance policy investments. Join the 2015 Summit along with leading regional pension investors and global asset managers in an intimate environment for a focused discussion of key new drivers shaping institutional investment strategies today. For more information contact: emailus@marcusevans.com

1. 6 - 7 October 2011 | The Wyndham Grand London Chelsea Harbour | London | UK
Corry Capital Advisors:
Investing in Life Insurance Policies
William Corry of Corry Capital Advisors, a sponsor at the marcus evans UK Pensions &
Investments Summit 2011, on profiting from life insurance policy investments.
Interview with: William Corry, Owner & General Manager, Corry Capital Advisors
FOR IMMEDIATE RELEASE
In today’s world, investors should look more for non- Investors want to make sure that they are investing in a
correlated asset investments and alternative investment diversified portfolio with multiple lives to gain actuarial
structures, says William Corry, Owner & General Manager, predictability. The larger the pool of lives, the more
Corry Capital Advisors. Diversification into alternatives would predictable the rate of return will be based on actuarial data.
help insulate portfolios from the 2008 market losses, he adds.
What do investors overlook?
From a sponsor company at the upcoming marcus evans
UK Pensions & Investments Summit 2011, in London, UK, William Corry: Investors often overlook how the policies were
6 - 7 October, Corry turns the spotlight on life insurance policy acquired: directly from the insured or through intermediaries?
investing and succeeding in the alternatives space. How was the due diligence done at the time of purchase? It is
critical to make sure the policies are originated correctly
How do life insurance assets compare against other asset upfront.
classes?
Secondly, investors overlook intermediary fees, who was paid
William Corry: Investors should consider this class because of and how much, when acquiring the assets. Transparency in
its actuarial predictability. It is not correlated to equity this space is crucial.
markets. Returns are predicable, based on mitigation of
certain risk factors, and based on fixed inputs rather than What is your outlook for the future? What are the
variables for the most part. Life expectancy is a variable, opportunities in the alternatives space?
however, it can be mitigated through a trading process. There
is very little counterparty risk. We also realise gains through William Corry: There is no worldwide recovery anytime soon.
death claims or policy maturities.
Equities will continue to underperform markets, but that
What criteria do investors need to look for? presents opportunities on the alternatives side of certain
sectors of equities. In today’s world, investors should look
William Corry: First and foremost, the policies should be more for non-correlated asset investments and alternative
diversified across different ages, insurance carriers, and structures, whether it is real estate, life settlements or timber.
disease and illness risks.
Diversification into alternatives would help insulate portfolios
We purchase policies on people aged 75 and over, with life from the 2008 market losses. Investors need to expand their
expectancies between three and ten years, that are universe of investments beyond traditional equities and fixed
determined by independent medical underwriting companies. income that hurt them so bad in 2008.
www.ukpensions-summit.com

2. 6 - 7 October 2011 | The Wyndham Grand London Chelsea Harbour | London | UK
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About the UK Pensions & Investments Summit 2011
This unique forum will take place at the Wyndham Grand London Chelsea Harbour Hotel, London, UK, 6 - 7 October
2011. Offering much more than any conference, exhibition or trade show, this exclusive meeting will bring together
esteemed industry thought leaders and solution providers to a highly focused and interactive networking event. The
Summit includes presentations on minimising the pensions’ deficit, adopting optimal asset allocation strategies, and
exploring new investment horizons.
For more information please send an email to info@marcusevanscy.com or visit the event website at
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