ITM TWENTYFIRST, LLC
MINNEAPOLIS, MN

Kurt is the CEO of ITM TwentyFirst. Prior to joining the firm in 2012, Kurt was Managing Director of Credit Suisse's Longevity Markets Group. He also served as the initial President of ILMA, a trade association founded by Credit Suisse, Goldman Sachs, JPMorgan, UBS and other longevity market participants. Prior to joining Credit Suisse, Kurt was a Partner in the Insurance and Financial Services Group of Sidley Austin LLP. Lori is responsible for ITM TwentyFirst's underwriting business. Lori has over 29 years' experience in Life and Health underwriting. Prior to joining the firm, Lori worked for 18 years at Prudential Insurance Company in the Life Underwriting Department. Ralph is responsible for managing the operations of ITM TwentyFirst. His team administers and services thousands of life insurance trusts, life insurance policies, life settlement contracts, premium finance loans, and other life insurance assets. Prior to joining the firm in May 2012, Ralph worked in the Longevity Markets Group of Credit Suisse, most recently as Director responsible for servicing all of Credit Suisse's longevity assets. Prior to Credit Suisse, Ralph worked for 15 years at AIG in several leadership positions. Cory is responsible for technology and analytics at ITM TwentyFirst. Cory is a quantitative technologist with a wealth of experience in life insurance assets. Prior to joining the firm, Cory worked at Credit Suisse for 8 years (including several years as Head of Technology for the Longevity Markets Group). Cory earned a Ph.D. in Plasma Physics from the department of Applied Physics and Applied Mathematics at Columbia University. Maureen is the General Counsel and Chief Compliance Officer of ITM TwentyFirst. Prior to joining the company, Maureen was an attorney at Dorsey & Whitney LLP in Minneapolis in the Corporate Group and at Sidley Austin LLP in Chicago in the Insurance and Financial Services Group. Maureen is a graduate of The University of Chicago Law School. Jessica is responsible for the financial operations at ITM TwentyFirst focusing on strategic planning and analytics. She brings over 10 years of experience through progressive Finance and Accounting roles within the Business Services industry. Jessica holds a Master of Business Administration degree from Regis University and a Bachelor of Science degree with a specialization in Finance from the University of Nebraska Omaha. John is the Chief Sales & Marketing Officer of ITM TwentyFirst. Prior to joining the company, John helped start, grow and successfully sell two online companies – ObitData.com (leading online data and research company) and Legacy.com (global leader in online obituary services). He also has marketing, sales and research experience with Kraft Foods and AC Nielsen. John holds an MBA from the University of Chicago. Bob was the chairman and Chief Executive Officer of Marshall & Swift Boeckh. Bob earned a M.B.A. and a B.B.A. from the University of Notre Dame, serves on the advisory board of the business school of Notre Dame and is a CPA. Matt is a partner at BV Investment Partners, a Boston based private firm that owns a majority stake in ITM TwentyFirst. Matt joined BV Investment Partners in 2000 having held previous positions at Chase Securities, Inc. Matt earned his B.S. in finance from Ithaca College in 1996 and a M.B.A. from Columbia Business School in 2005. New Business Development Manager John has over 12 years of experience in providing third-party administration and risk management solutions for fiduciaries of Trust Owned Life Insurance. Prior to joining ITM TwentyFirst, John was one of the original members of the ITM team and held positions in business development, operations and remediation. Prior to joining ITM, he served as Vice President of Sales for InsuranceIQ. New Business Development Manager Walt is a 20 year trust industry veteran who joined ITM TwentyFirst in 2017. He is responsible for cultivating new client relationships for the firm. Over the course of his career, Walt has served in similar consultative roles for several innovative companies providing solutions-oriented, client-focused products to meet the Operations, Compliance and Investment needs of fiduciaries. Walt began his career by managing back-office Operations for a rapidly growing private trust company. We have no affiliation with any insurance carrier and do not sell insurance. As a result our advice is completely objective and conflict free. LIFE INSURANCE TRUST COMPANY The new trust company is an affiliate of ITM TwentyFirst, the preeminent provider of trust owned life insurance services in the US ITM TwentyFirst is a dedicated team of independent life insurance servicing professionals. We have the data, tools, team and experience to help you navigate the complexities of life insurance and longevity risk.