Ira Kaplan

Background

About Ira Kaplan

CIO Office / Asset Management professional providing customized Asset Liability Management (ALM)/Liability Driven Investment (LDI) solutions / Manager Selection Deliver consistent and strong results through the use of diversified strategic/tactical portfolio allocations including: Governments, Structured Finance, Corporates, Municipals, Commercial Mortgages, Real Estate Equity, Alternative Investments (Infrastructure, Real Assets, Hedge Funds, Private Equity), Derivatives, and Cash Executes strategies to deliver capital efficient income/total return and managed portfolio risks within the confines of Asset Liability Management /Liability Driven Investing frameworks, market sector view, and the constraints of legal entity / statutory risk limits and guidelines. Has led cross-functional teams in transactions including divestitures of business units and affiliates, structuring of income enhancing special purposes vehicles, negotiation of reinsurance trust agreements, pricing large pension risk transfers, and the establishment of newly regulated non-US units, Specialties include: Outsourced CIO / Manager Selection / Asset Liability Management / Liability Driven Investments / Portfolio Management / Asset Management / Fixed Income / Mandate and Benchmark Construction / Liquidity Management / Pension Risk Transfer - Pension Closeouts / Structured Settlements / Fixed Annuities / Payout Annuities / Life Products