Experience

    • Jackson National Life Insurance in its agreements to reinsure John Hancock Life Insurance’s Group Payout Annuity business.
    • Global Atlantic in the reinsurance of $9 billion of fixed annuities and other spread-based reserves of Talcott Resolution, The Hartford’s run-off life and annuity businesses.
    • Canada Pension Plan Investment Board in its $1.8 billion acquisition of Wilton Re, a U.S. life insurance and reinsurance provider.
    • Global Atlantic Financial Group in its acquisition of the life insurance business of Aviva USA.
    • The Principal Financial Group in its acquisition of AFP Cuprum S.A., a pension manager in Chile.
    • TIAA-CREF in its partnership with Henderson Group PLC to create TIAA Henderson Real Estate Limited, a new global real estate investment management company, with total assets under management of over $63 billion.
    • New York Life Insurance Company in the sale of New York Life Insurance Taiwan Corporation, its Taiwan life insurance subsidiary, to Taishin Financial Holding Co.
    • Harbinger Group in its $350 million acquisition of Old Mutual U.S. Life Holdings.
    • Phoenix Life Insurance Company in a reinsurance transaction with Nomura Financial involving its demutualization closed block.
    • Pacific Life Insurance Company in numerous reserve financing facilities.
    • New York Life in its $1 billion offering of surplus notes.
    • Pacific Life Insurance Company in its $1 billion offering of surplus notes.
    • Principal Financial Group in its $750 million offering of senior notes and its $1 billion offering of common stock.
    • An insurance company in a $3.5 billion 30 year letter of credit facility to finance XXX and AXXX reserves.
    • An insurance company in a $2.5 billion securitization of its demutualization closed block, the largest life insurance securitization to date.
    • Swiss Re and other lenders in the development of a $500 million 5-year surplus loan note facility for Farmers Insurance Exchange, a California interinsurance exchange.
    • Morgan Stanley, as financial advisor, in the demutualization of EIG Mutual Holding Company, a Nevada insurance company.
    • Stone Point Capital in the formation and initial $1.5 billion capitalization of Harbor Point Limited, a global reinsurance company based in Bermuda, which acquired the ongoing business of Chubb Re, Inc., a subsidiary of The Chubb Corporation.
    • Principal Financial Group in its $550 million offering of non-cumulative perpetual preferred stock and its $500 million offering of senior notes.
    • Pacific Life Insurance Company in the sale by bulk reinsurance of its small group health care business to PacifiCare.
    • Phoenix Life Insurance Company in the sale of broker-dealer subsidiaries to Linsco/Private Ledger Financial Services.
    • Pacific Life Insurance Company in the establishment of a $3 billion global funding agreement-backed medium term note program and an €8 billion retail European funding agreement-backed note program, the first of its kind.
    • Phoenix Life Insurance Company in its acquisition by bulk reinsurance of the variable annuity business of Valley Forge Life Insurance Company, a subsidiary of CNA.
    • Provident Mutual in its $1.5 billion sponsored demutualization and acquisition by Nationwide Financial Services.

Education

  • Harvard Law School, 1983, J.D.
  • Columbia University, 1979, A.B.

Languages

  • English