A fully integrated infrastructure and transactional platform
delivering independent, best-in-class client-centric life settlement solutions
V I T A R O G R O U P C O M P A N I E S
A B O U T U S
25+ professionals
100+ years of combined experience
Multiple strategically located offices
Leaders who shaped the modern life settlement market
Service breadth spanning the entire lifecycle of life settlements
An independent, comprehensive, end-to-end platform run by experts who get things done.
Services
Policy Management
Policy Onboarding & Remediation - Comprehensive audit, assessing data and document accuracy and completeness, identifying potential risk factors.
Policy and Premium Management - Premium optimization, payment verification, document management and continual policy analysis.
Advanced Support Services - Specialized servicing and administration for complex policies and capital structures.
Back-Up Servicing – Focusing on independence and continuity maintaining both operational integrity and reliability.
Life Management
Mortality Tracking - Daily sweeps across multiple databases and direct insured and designated contact communication to monitor insured mortality.
Medical Records and Healthcare Databases - Ordering of prescription and other health data reports and medical records pertaining to insured individuals.
Life Expectancy Reports - Ordering of updated life expectancy reports tailored to the preferences of our clients.
Ongoing Longevity Risk Analysis - Proprietary real-time data and holistic forecasting process empowering tactical decision-making.
Transaction Management
Due Diligence & Data Preparation - Comprehensive underwriting process covering extensive due diligence for accurate data preparation.
Valuation & Modeling Services - Based upon our in-depth market experience providing comprehensive policy and portfolio valuation methodologies.
Origination and Trading Services - Trading platform combining proven strategies and real-time market intelligence delivering optimal outcomes for asset managers.
Advisory Services
Asset Management Strategies – Portfolio analysis uncovering underlying risks and alpha-generating opportunities for our clients.
Portfolio Financing Solutions - Connecting asset holders with capital sources, including equity, mezzanine, and debt financing.
Expert Witness & Litigation Support – Subject matter expertise and knowledge in legal or regulatory matters to advise and assist courts, arbitrators, fiduciaries and other decision-makers.
Receiverships and Bankruptcies - Providing best-in-class support for bankruptcy and receivership cases and ensuring seamless interaction with all stakeholders.
Securities Intermediary and Custodial Solutions
Owner of Record - Holding title at the issuing insurance company for the benefit of client accounts.
Recordkeeping - Holding and transferring title to assets via accounts with other securities intermediaries to facilitate cross-SI transactions.
Custody and Safekeeping - Maintaining policy and supporting documents in a secure facility to protect clients from potential loss, fraud, or mismanagement.
Transaction Settlement - Clearing trades between client counterparties, transferring both assets and money, subject to client instructions and strict controls.
Facilitating Liquidity - Streamlining life settlement transactions increasing efficiency, reducing wasted time, and enhancing value for buyers and sellers alike.
Escrow Services
Security - Funds are held in an FDIC-insured segregated account until all conditions precedent for the transaction are satisfied, minimizing the risk of financial loss.
Efficiency - The transaction process is streamlined to the greatest degree possible to minimize delays and administrative burdens.
Confidence - Each transaction is managed to provide all counterparties with complete transparency and clean execution in as timely a manner as possible.
Medical Underwriting Services
Consistency - Underwriting process is applied uniformly and objectively on a case-by-case basis by highly skilled, rigorously trained, and closely supervised underwriters leveraging our proprietary resource.
Quality - Underwriting team members undergo continuous audits and reviews to ensure consistency of assessments across the platform and among underwriters.
Confidence - Optimal blend of technology and deeply experienced human insight, validation and contextual reasoning yields supportable risk assessment for each underwritten life over time.
W H Y V I T A R O ?
Expertise and experience that is both broad and deep
Vitaro Group provides our clients with unmatched solutions across every sector in the life settlement market to operate efficiently and transparently:
⸱ Operated by independent, strategic and tactical experts
⸱ An efficient end-to-end solution for market participants
⸱ A platform designed to provide a comprehensive suite of services
⸱ Focused on performance in service to our clients
⸱ Dedicated to getting things done quickly and correctly
Senior Management
Moritz Roever
⸱ Over two decades of extensive experience in the life settlement industry, specializing in asset origination, servicing, fund advisory, structured product sales, and related trading services.
⸱ Prior to Vitaro, he founded Anmani, a leading life settlement trading, servicing, and advisory platform with offices in Miami, Oklahoma City, and Munich.
⸱ Facilitated life settlement policy transactions totaling more than $3.8 billion in face value.
⸱ He is a graduate of the Commercial College Leipzig (HHL), holding a Diploma in Finance and Entrepreneurship.
Chris Conway
⸱ Over 30 years of experience in the life settlement industry across all sectors, driving both operations and strategy.
⸱ Shaped strategic direction and tactical execution for leading firms throughout his career.
⸱ Built and managed global relationships across the U.S., Europe, Asia, and Latin America, engaging stakeholders in insurance, finance, and capital markets.
⸱ He has represented the industry at conferences and events around the world, presenting to investors, insureds, peers, and professional associations.
Mike Graviss
⸱ 25 years of experience in the life insurance and life settlement industries, serving as a senior executive and principal across multiple successful platforms.
⸱ Executed more than 1,000 transactions in the primary, secondary and tertiary life markets, including policy origination, portfolio trades and premium finance activities.
⸱ Expertise covering the full lifecycle, from operations, infrastructure and workflow design to compliance, execution, and asset management.
⸱ Leverages a performance-focused approach to identifying opportunities and implementing value-creating strategies.
Get things done
Oklahoma City Atlanta New York Munich