Professional Liability

From individual tax preparers to multinational alternative asset class fund managers, our clientele ranges considerably in size and risk. For this reason, and because our team includes prolific authors of client advisories, newsletters, and Webinars, national trade associations regularly call on us to speak at industry events.

Fund Management Insurance for Alternative Investments

Alternative investment fund managers require alternative insurance solutions.  Todd Associates specializes in providing insurance and risk management solutions for private equity, real estate, and hedge fund managers / investment advisors. We have developed specialization in designing and negotiating insurance solutions for those who manage funds that have exposure to the following asset classes and investment types:

  • Cat Bonds
  • Commercial Real Estate
  • Construction Loans
  • DIP Loans
  • EB-5
  • Fin-Tech
  • Insurance Linked Securities
  • Life Settlements
  • New Market Tax Credits
  • Opportunity Zones
  • Receivables
  • Tax Credits
  • Tax Liens

 
Our team is headed by David Souders who serves as a member of the Board of Directors of The Association to Invest In the USA (IIUSA) and chairs the membership committee for the Life Insurance Settlement Association (LISA). For more information, feel free to call David at 440-461-1101.

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