Jose Garcia – Spearheading the Future of Life Settlement Investments

3 February, 2025

As traditional investments face increasing volatility alternative assets like life settlements are gaining traction for their stability and low market correlation. This complex market requires deep expertise in areas such as actuarial science and regulation. Carlisle Management Company has emerged as a leader in this field, offering innovative investment solutions. At the helm is Jose Garcia, whose extensive experience in sourcing, structuring, and underwriting longevity-based assets has positioned Carlisle as a standout in the life settlement space.

Jose Garcia, the Chief Executive Officer at Carlisle Management Company S.C.A., emphasizes how his extensive background in sourcing, structuring, and underwriting longevity-based assets has profoundly influenced his approach to investment management. Carlisle Management Company distinguishes itself as a life settlement-focused investment team, unlike many firms that pivot into the sector from larger private equity groups or multi-asset managers with no specialization. The management team at Carlisle brings nearly 100 years of combined investment management experience in this specific asset class, equipping them with a comprehensive understanding of the market dynamics, risks, and opportunities inherent in life settlements

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