The Team

John Dallas

Investment Director

John Dallas has over 20 years of experience in the life settlement industry, having held a variety of leadership roles throughout his career. He currently serves as the CEO of Berkshire Settlements, Inc., a nationally licensed platform specializing in the origination and management of life settlements.

Since 2004, John has led the company with a focus on developing data-driven strategies, which have attracted partnerships with some of the most recognized names in the financial and insurance sectors. His innovative approach has positioned Berkshire Settlements as a trusted leader in the acquisition and management of life insurance assets.

John is a graduate of the University of Georgia and a licensed life insurance producer. He has also been an active contributor to the industry’s growth through his service on the board of the Life Insurance Settlement Association (LISA)—the largest and most influential trade organization in the space—where he has served for the past eight years, including a recent term as Chairman.

Kadian Neil

kadian@guardianmanagement.com

Kadian Neil is responsible for designing and maintaining the financial models used by Guardian Management in the Cayman Islands. She manages the assets under management in relation to assessing the risk profile of asset purchases and advising on the suitability of investment products.

With over 15 years of experience in the financial services industry, she has played an integral role in portfolio management as well as performing monthly fund valuations. Kadian has also worked with numerous financial organisations in relation to fund administration and financial audits.

Kadian has successfully completed he education in actuarial sciences and is currently completing the accreditation requirements with the Society of Actuaries in the United States.

Erin Connelly

erin@guardianmanagement.com

Erin Connelly oversees administrative functions of policy acquisitions and trading, manages daily and monthly administration of the fund’s portfolio and underlining assets

15+ years in life insurance policy servicing and administration, Masters of Science in Management, and International Trust Management Diploma (STEP)

Sustainabilty Who We Are

Life Fund

Life Fund is an alternative investment fund focusing on U.S. Life Settlements.

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