top of page

A Unique Journey Of How Her German Language Skills Led to Life Settlements with Anna Bailey

Updated: Mar 18

Anna Bailey is the CIO and Portfolio Manager for HedgeAct's Life Settlements Waterford Fund.


“There's always a new challenge, whether it’s buying policies and negotiating, or reviewing life expectancy reports, which ones to use, which ones to trust and not trust, how deals get closed, how to determine fraud, and just understanding how transaction itself works. You have the challenge that come later on with checking the insurance and then when it matures. There's just as much art to this as math and science so you need someone who's paying attention to tail and maturity risks.


The problem with life expectancy is everyone seems to believe that it’s a hard number, but no, it’s a number that's on a curve and you got a 50/50 shot. Either they're going to go before or after and generally, when we're looking at policies, we try to measure that risk.


The concept of a life settlement is so foreign to people just because they don't understand it. But now that many medical records are almost all digital, I think that there's going to be more efficient when it comes to life expectancies.


My superpower is making sure that deals get done, and they get done efficiently. We make sure that we are not putting our investors in harm's way. When investors ask me why they should invest with us, I always say, you're hiring us to be a good steward of your money.”


HedgeAct's Life Settlements Waterford Fund Logo

Anna Bailey, CIO and Portfolio Manager


HedgeACT was launched in 2014 with the goal of enabling financial advisors to easily add non-correlated, historically alpha-generating private placement alternatives to their existing model portfolios.


Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries.


Check us out on these platforms



Access PrimeAlpha
Alternatives Education, Research, Database of Managers and Investors

​Important Disclaimers
This article (the “Article”) is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to purchase any investment or any securities. This Article does not constitute investment advice and is not intended to be relied upon as the basis for an investment decision, and is not, and should not be assumed to be, complete. Readers should make their own investigations and evaluations of the information contained herein. The information contained herein does not take into account the particular investment objectives or financial circumstances of any specific person or entity who may receive it. Each reader should consult its own attorney, business adviser and tax adviser as to legal, business, tax and related matters concerning the information contained herein.  Except where otherwise indicated herein, the information provided herein is based on matters as they exist as of the date of preparation and not as of any future date and will not be updated or otherwise revised to reflect information that subsequently becomes available, or circumstances existing or changes occurring after the date of preparation. Certain information contained in this Article constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,”  “target,” “project,” “estimate,” “intend,” “continue” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. Readers should not rely on these forward-looking statements.  Certain information reflects subjective determinations which may prove to be incorrect. There can be no assurance that the estimates or projections will be accurate or that historical trends will continue. In considering the prior performance information contained herein, readers should bear in mind past performance is not necessarily indicative of future results. All rights reserved. The material may not be reproduced or distributed, in whole or in part, without the prior written permission of PrimeAlpha LLC.

bottom of page