Andrew “Andy” Williams
Andy Williams is the CEO of Eagle Equity Advisors, LLC (“Eagle”). Eagle is a portfolio company affiliated with NexPoint Advisors, L.P. (“NexPoint”), a $16.8 billion alternative investment advisor based in Dallas, Texas. Eagle assists with asset management and advisory functions for insurance and longevity-linked assets within the firm. Through Eagle, Mr. Williams advises the insurance solutions platform of NexPoint, which includes an operating insurance company, multiple life settlement funds, distribution, and various other insurance verticals including NexPoint Insurance Solutions, L.P., a SEC-registered investment advisory firm, and Spiritus Life, Inc., a regulated life settlement provider.
Prior to Eagle, Mr. Williams was the Managing Director of Specialty Finance for Highland Capital Management, a $13.9bn Private Equity Fund that managed and/or owned over $2bn of life settlement assets. Mr. Williams oversaw all insurance derivative products for the firm which has included creation of a life insurance platform as well as life settlement funds and offerings. A long time financial and insurance executive, Andy has been responsible for creating insurance products and longevity platforms for investment banks, including Deutsche Bank and CSFB, asset managers, family offices, and funds across multiple disciplines including: life settlements, commercial insurance, life and annuity products, as well as other insurance derivative products. Themis Capital Advisors, of which he is a founder and co-owner serves as advisor to a large longevity platform. Additionally, his Private Equity and Family Office arms have purchased, co-own, and managed “life assets” totaling over $500M. Through his career he has aggregated or managed over $6B of mortality products.
Casey Revkin
Ms. Revkin is a quantitative analyst and 24-year veteran of the life insurance services industry. Casey brings a high level of expertise, energy, and quantitative rigor to any project. As a project manager and quantitative analyst specializing in dynamic projection models, she has worked with some of the largest law firms McDermott Will & Emery and Clifford Chance and financial institutions including Deutsche Bank, Credit Suisse, JP Morgan, HSBC. Prior to joining Spiritus Settlements, Casey, spent 10 years as an life policy analyst at Policy Guard, one of a select few licensed Life and Disability analyst firms in California. Previously, she built customized models allowing advisors to quantify the value of their planning and fund managers to quickly adjust the timing and amounts of investments, capital realization and distributions. On one project, she led the analysis and execution of a $3 billion international private placement. Casey began her career after graduating from Reed College with B.A. in mathematics.