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 $19 billion in assets1 for Kuvare’s insurance operating companies with a focus on private credit.


1Approximate market value as of December 31, 2021

$19
billion

in assets

Private ABS & Structured Credit

 

Private Corporates

 

Commercial Real Estate Debt

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

Founder & CEO

 

Brian Roelke

President & Chief Investment Officer

 

Donald Haber

Managing Director, CRE Head of Credit & Underwriting

 

Ira Kaplan

Managing Director, Head of Portfolio Management

 

Robert Karner

Managing Director, CRE Head of Originations

 

Faisal Kassam

Managing Director, Head of ABS

 

Sana Petersen

Managing Director, CRE Head of Asset Management

 

Jason Powers

Managing Director, Head of Credit

 

Robert C. Restrick, IV

Managing Director, Head of Commercial Real Estate

 

Thomas A. Shanklin

Managing Director, Head of Corporates

 

Rachel Hudson

Director, Head of Private Placements

 

Grace Kim

Director, Head of CLOs

 

Alex Paroda

Vice President, Commercial Real Estate

 

Matthew Xirinachs

Vice President, Corporate Credit

 

Josh Carruthers

Associate, ABS

 

Spencer Jordan

Associate, ABS

 

Michael DiMiceli

Analyst, Corporate Credit

 

Ana Morales

Managing Director, Head of Business Development & Product Strategy

 

Joseph Orofino

Managing Director, Head of Investment Risk Management

 

Brian Kurtz

Head of Investment Operations & Reporting

 

Thomas J. Pasuit

Chief Legal Officer

 

Enzo Incandela

Deputy Chief Legal Officer & Assistant Secretary

 

Jack Chen

Head of Private ABS Legal

 

Frank Ingraham

Compliance Director, Chief Compliance Officer, Cipperman Compliance Services

 

Daniela Quintanilla

Vice President, Business Development & Product Strategy

 

Rafael Rojas

Vice President, Investment Risk Management

 

Sandra Pulido

Paralegal

 

Chris Blake

Manager, Operations & Reporting

 

Casey O’Brien

Trading Settlements Associate, Operations & Reporting

 

Roberto Garibay

Operations Specialist, Operations & Reporting

 

Abbey Cox

Operations Analyst, Operations & Reporting

 

Michael Pardun

Operations Analyst, Operations & Reporting

 

Tyler Shwachman

Trading Settlements Analyst, Operations & Reporting

 

Jill E. Berls, SHRM-CP, PHR*

Director, Human Resources

 

Ann Mengelson-Clark*

Vice President, Technology

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.

Read more
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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