- Audience: Investment advisers, wealth managers, private bankers, trust officers, insurance advisers, accountants, trust and estate attorneys, high-net-worth individuals - The first book on a rapidly expanding market - PPLI is a "triple play" for wealthy investors, offering wealth creation, tax efficiency, and asset protection.
- Audience: Investment advisers, wealth managers, private bankers, trust officers, insurance advisers, accountants, trust and estate attorneys, high-net-worth individuals - The first book on a rapidly expanding market - PPLI is a "triple play" for wealthy investors, offering wealth creation, tax efficiency, and asset protection.
KIRK LOURY is president and chief investment officer for Spencer Trask Asset Management, a wholly owned registered investment adviser of Spencer Trask & Co. Spencer Trask is a venture capital firm serving the private-equity needs of high-net-worth individuals and investment advisers. As chief investment officer, Loury directs the investment analysis of hedge funds and venture capital as asset classes, sets investment policy and practices, oversees portfolio administration, manages due diligence activities, and maintains the firm's external investment and distribution relationships. As a champion of private placement life insurance, Loury has taken on a broad industry role as an educator and portfolio adviser. He was an account executive at IBM and later joined New York Life. He received his BS from the University of Colorado, Boulder, and his MBA from the Harvard Graduate School of Business Administration.
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