Investment Adviser
Peter Dodd
Peter Dodd has been engaged in the Financial Services industry since 1973. He has worked for a number of product providers ranging from life insurance companies to unit trust groups. Initially he worked in a variety of life and pension roles within Equity and Law from 1973 to 1986. Since then he has had sales, management and marketing roles with Norwich Union, Prudential Holborn, MGM, Canada Life and with Scottish Value Management. From 1990 to 1995 he gained a strong insight into underwriting life and critical illness insurance risks with Pegasus Assurance, which gave him invaluable experience leading into his current role at Fortress. Peter has managed the Fortress International Fund, Ltd (BVI) since 2003 and his diligence and experience has ensured that the Fund’s performance continues on a positive trend.
Advisers to the Investment Adviser
Jose Garcia
Chief Executive Officer
Having established a nine year track record of success across several sectors of the Life Settlement industry, Jose Garcia puts his experience to work as a life settlement Fund Manager in Luxembourg. Recognizing that many of the industry standards and ancillary sectors are outdated, Mr. Garcia is launching new investment vehicles utilising Life Settlements as underlying assets. Having served as the CEO and equity partner of one of the industry’s largest life settlement providers. Mr. Garcia’s industry experience also extends to industry brokers, life settlement providers, to fund management, fund structuring, and investment marketing. During his career in the secondary market for life insurance, Jose Garcia has led and overseen the purchase of more than $2 billion in life settlements as well as helped to raise more than $750 million for investment into this asset class. Mr. Garcia graduated with honours from Old Dominion University with degrees in Finance and Economics. He holds a Masters of Business Administration from George Mason University.
Tim Mol
Chief Operating Officer
Before joining the Carlisle Group, Mr. Mol was employed by the Equity Trust Group for thirteen years and spent the first two years working in the Netherlands and the last eleven years in Curacao where he was the Director of Operations. As the Director of Operations he was responsible for the day-to-day management of the Curacao office and leading a team of 40 trust professionals. Furthermore he was involved with the management of several regulated mutual funds with assets totalling more than $ 1.5 billion. Mr. Mol has extensive experience in the fiduciary services industry advising both corporate and private clients, and handling complex accounting issues. Mr. Mol has knowledge of life settlement investment vehicles as well as the institutional investment environment. He has a Bachelors in Accounting and has a Masters in Business Administration from Henley Business School/University of Reading, United Kingdom.
