Approach

Kuvare Insurance Services (KIS) is a boutique investment management firm that specializes in building tailored solutions for insurance companies with the goal to deliver superior risk-adjusted returns in a capital efficient way.

Today, KIS oversees $25 billion in assets1 for Kuvare’s insurance operating companies with a focus on private credit.


1Approximate book value as of March 31, 2023

$25
billion

in assets

Private ABS & Structured Credit

 

Private Corporates

 

Commercial Real Estate Credit

Investment strategies

KIS specializes in differentiated direct loan origination across private asset-backed and structured credit, private corporate credit, and commercial real estate lending opportunities, leveraging direct interaction with borrowers. We are guided by diligent bottom-up underwriting, insurance implications, and asset class experience to capitalize on the most compelling market opportunities.

Kuvare Insurance Services Team

 

Dhiren Jhaveri

Kuvare Founder & CEO

 

Brian Roelke

President & Chief Investment Officer

 

Fabrice Fiol

Managing Director, Head of Risk Management

 

Ira Kaplan

Managing Director, Head of Portfolio Management

 

Jason Powers

Managing Director, Head of Structured Credit & Strategic Initiatives

 

Faisal Kassam

Managing Director, Head of ABS

 

Robert C. Restrick, IV

Managing Director, Head of Commercial Real Estate

 

Thomas A. Shanklin

Managing Director, Head of Corporates

 

Donald Haber

Managing Director, CRE Head of Credit & Underwriting

 

Robert Karner

Managing Director, CRE Head of Originations

 

Sana Petersen

Managing Director, CRE Head of Asset Management

 

Peter Chung

Director, ABS

 

Rachel Hudson

Director, Head of Private Placements

 

Grace Kim

Director, Head of CLOs

 

Allison Toy

Director, Head of CRE Underwriting

 

Alex Paroda

Vice President, Commercial Real Estate

 

Rafael Rojas

Vice President, Investment Risk Management

 

Jing Shi

Vice President, Portfolio Management

 

Harshad Sukalikar

Vice President, ABS

 

Zachary White

Vice President, Corporate Credit

 

Matthew Xirinachs

Vice President, Corporate Credit

 

Spencer Jordan

Associate, ABS

 

Jack Zivitofsky

Associate, ABS

 

Nicholas Charles

Analyst, Portfolio Management

 

Zoey Chi

Analyst, ABS

 

Michael DiMiceli, CFA

Analyst, Corporate Credit

 

Reed Doble

Analyst, ABS

 

Meagan Miranda

Analyst, Commercial Real Estate

 

Jason Moses

Analyst, Commercial Real Estate

 

Will Pass

Analyst, Commercial Real Estate

 

Rachel Potoker

Analyst, Corporate Credit

 

Tyler Shankoff

Analyst, Corporate Credit

 

Griffin Smuts

Analyst, ABS

 

Greg Tamargo

Structured Credit Analyst

 

Ana Morales

Managing Director, Head of Business Development & Product Strategy

 

Brian Kurtz

Head of Investment Operations & Reporting

 

Thomas J. Pasuit

Chief Legal Officer

 

Enzo Incandela

Deputy Chief Legal Officer & Assistant Secretary

 

Frank Ingraham

Chief Compliance Officer, ACA Group

 

Marla G. Berger

Head of Commercial Real Estate Legal

 

Jack Chen

Head of Private ABS Legal

 

Colleen Martin

Director, PMO

 

Daniela Quintanilla, CAIA

Director, Business Development & Product Strategy

 

Casi Arnone

Vice President, Client Relationship Manager

 

Amira Privott-Yeiser

Senior Counsel

 

Roberto Garibay

Manager, Data Integrity

 

Kevin Gill

Client Reporting Manager

 

Tommy Rodriguez

Trade Settlement Manager

 

Marie Zimny

Controller

 

Gavin Johnson

Client Reporting Associate

 

Chris Levine

Finance Associate

 

Chih Chung (Jack Chen)

Trade Settlement Analyst

 

Sean Geertsema

Trade Settlement Analyst

 

Abbey Cox

Operations Analyst, Operations & Reporting

 

Jiawen He

Operations Analyst, Data Integrity

 

Albert Napoleon

Operations Analyst

 

Michael Pardun

Operations Analyst, Data Integrity

 

Svitlana Shchipanska

Operations Analyst

 

Tyler Shwachman

Trading Settlements Analyst, Operations & Reporting

 

Wenzhi Zhu

Trade Settlement Analyst

 

Sandra Pulido

Paralegal

 

Jill E. Berls, SHRM-CP, PHR*

Director, Human Resources

 

Ann Mengelson-Clark*

Vice President, Technology

March 06, 2023

Kuvare Insurance Services Announces New Leveraged Finance Asset Manager

Kuvare Insurance Services LP (KIS), a boutique asset manager that oversees approximately $22 billion in primarily investment-grade assets, today announced the commercial launch of a new subsidiary, Katayma Credit Management (Katayma), to focus on the U.S. non-investment grade corporate debt market.

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March 02, 2022

Kuvare Insurance Services Q&A with Structured Credit Investor

The announcement of the new platform signifies that, for the first time, Kuvare Insurance Services is open to investing on behalf of unaffiliated balance sheets - providing access to our differentiated pipeline of private credit investments for those like-minded investors.

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February 14, 2022

Kuvare Launches Asset Management Business

“Insurance investors continue to be motivated to search for yield against a backdrop that remains challenging,” Brian Roelke, chief investment officer at KIS, said.

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February 07, 2022

Kuvare Insurance Services Launches Third-Party Asset Management Business

Kuvare Insurance Services (KIS), a boutique asset manager that oversees approximately $19 billion in assets for various insurance operating companies owned by or affiliated with Kuvare US Holdings (Kuvare), today announced the launch of its third-party asset management business.

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