Frank Beardsley Email & Phone Number

Pasadena, California, United States

Los Angeles Metropolitan Area

I utilize my unique network to help asset managers develop relationships with Chief Investment Officers and other senior investment professionals who work in insurance companies. I will only work with companies who have investment strategies that will hold up to the rigorous due diligence review conducted by insurers. The investment strategy should have a high probability of attracting the attention of insurance personnel who make the asset allocation decisions and decide which third-party investment managers the insurance company will utilize.

Santa Monica, Ca

Senior leader on Guggenheim’s Insurance Portfolio Management team who oversaw Guggenheim’s growth in managing outsourced insurance assets. Skilled at developing investment solutions that suit the unique needs of life, P&C, and health insurers globally. Placed ten different investment products/ strategies with over 100 insurance companies that resulted in a substantial increase in our client’s investment income. GPIM’s third party insurance AUM growth resulted in increased total management fees by over $50 million per year and incentive fees by over $25 million per year.

Des Moines, Iowa, United States

Led efforts to help a midsized life company optimize the firm’s capital, restructure its investment portfolio, and improve risk management practices resulting in a substantial improvement in the insurance company's financial profile.

Los Angeles, Chicago, New York, Bermuda

Designed and executed a strategic plan to launch an institutional asset accumulation business. Developed best-in-class risk and asset liability management systems. Negotiated capital requirements for new products with rating agencies. Established underwriting standards and formal training program for new employees. • Increased assets under management from $0 to over $6B in 5 years.• Developed numerous new products including a synthetic tender option bond program that grew to over $200M in assets.• Obtained rating agency approval for “AAA” credit enhanced funding program.• Earned a best-in-class rating in external review of risk management practices.• Outsourced assets to core and specialty investment managers to optimize investment income.

Los Angeles, California, United States

Engagements included development of a premium financed life insurance product for high-net-worth individuals, and developing a business plan for an asset accumulation life company.

Los Angeles, California, United States

Led an $85M, 75 employee division with responsibility for GICs, FAs, synthetic GICs, Guaranteed Separate Accounts, Indexed Separate Account, “AAA”-enhanced Separate Accounts, FA-backed CP conduit, and Structured Settlement Annuities. Oversaw $20B+ in assets generating more than $55M in annual post-tax net income. Served on the Transamerica Corporation Senior Management Council, the Boards of Directors for Transamerica’s two major life insurance subsidiaries, and the Investment and Asset Liability Management Committees of the Transamerica Life Companies.• Increased assets more than 25% annually while generating 15%+ return on capital. • Propelled Transamerica from third-tier player to market leader in three institutional product areas.• Guided the Asset Management division to become TLICs fastest-growing division for five years.• Won 1998 Deal of the Year from S&P Structured Finance for an FA-backed ABCP program. • Led and oversaw the first investment allocation to an external portfolio manager.• Implemented Transamerica Asset Management’s first monthly mark-to-market, creating proactive risk profile management. Trimmed funding costs by 20 bp.

Los Angeles, New York, London

Numerous roles including development of a synthetic GIC product, advising corporate clients on managing rate risk, and executing structured municipal derivative transactions.

New York, Chicago

Managed metals, F/X, equity, fixed income and commodity-based volatility arbitrage books. Leveraged comprehensive knowledge of option market volatility to help expand New York group from 2 to 25 people.