About Us

Over the last few decades the firm’s founders, John Gauthier, CFA and Todd Lovell, have worked exclusively with insurance companies and have transacted or raised capital across several asset classes.  John Gauthier, CFA has spent his entire 30-year career managing money for insurance companies: as a portfolio manager at Conning, NEAM and GSAM and culminating with serving as the Chief Investment Officer of Allied World Assurance Company. a global insurance and reinsurance company.  Todd Lovell has spent his 20-year career as a senior sales executive at global asset management platforms focused on managing insurance assets including Deutsche, Morgan Stanley, Brookfield, UBS and ASI.

Our value is our experience, relationships, and process.  From our experience, we understand the attributes insurers require when evaluating investment opportunities. We have developed peer-to-peer relationships over the years and approach insurance capital from a true practitioner’s perspective.  Our process allows us to identify, evaluate and, where applicable, mold opportunities to satisfy the varied nuances insurance capital must assess before considering an investment. 

Why Us?

• Principals have over 50 years of experience fundraising and managing insurance company assets
• Asset allocators perspective and consultative sales approach
• In-depth understanding of an insurer’s investment portfolio (PC, Life, Health and Reinsurers)
• Credibility to discuss complex investment offerings
• Value-add relationships with key investment decision-makers
• Broad market coverage
• Experience distributing, investing in and managing private market investments
• History of raising capital for new brands, asset classes, strategies, funds and managers
• Investor Relations, PR and marketing collateral support