Beyond Beta with Kaia
Beyond Beta with Kaia
Podcast Description
Welcome to Beyond Beta with Kaia—where we go beyond the usual, the expected, the index-hugging status quo. This is where institutional investors get the real talk on markets, macro, and money flows. Private credit? Digital assets? Alternatives?
We break it all down—no jargon, no fluff, just sharp insights and candid conversations with the people shaping capital markets. If you’re looking for surface-level takes, this ain’t it. But if you want to understand where the smart money is moving, you’re in the right place.
Let’s go Beyond Beta.
Podcast Insights
Content Themes
The podcast explores topics like life settlements, private credit, and digital assets, with episodes focusing on specific areas such as the uncorrelated returns of life settlements and the $3 trillion private credit market's growth, emphasizing practical applications and thorough analysis.
Welcome to Beyond Beta with Kaia—where we go beyond the usual, the expected, the index-hugging status quo. This is where institutional investors get the real talk on markets, macro, and money flows. Private credit? Digital assets? Alternatives?
We break it all down—no jargon, no fluff, just sharp insights and candid conversations with the people shaping capital markets. If you’re looking for surface-level takes, this ain’t it. But if you want to understand where the smart money is moving, you’re in the right place.
Let’s go Beyond Beta.
In today's episode of Beyond Beta with Kaia, we dive deep into the fascinating and often misunderstood world of life settlements with experts Jonas Martenson and Hanna Persson from Ress Capital.
Discover how this $15 billion market has been delivering stable 7% returns by focusing on the one risk factor most investors never consider: longevity.
From their Stockholm headquarters, Ress Capital manages a publicly listed portfolio that provides truly uncorrelated returns through market cycles.
KEY MOMENTS:
- 00:00 Introduction
- 01:03 Jonas and Hanna's international background
- 04:48 Macro markets impact on life settlements
- 10:39 How life settlements actually work
- 19:01 Return drivers and transparency
- 22:22 Technology and AI in policy selection
- 27:43 Premium optimization strategies
- 32:44 Portfolio diversification principles
- 36:21 Professional lessons learnedJonas and Hanna explain why their Nasdaq-listed fund has attracted investors from Singapore to the US, how they've evaluated over 35,000 policies since inception, and why face-to-face meetings remain crucial in the ”people business of trust.”
ABOUT OUR GUESTS:
Jonas Martenson founded Ress Capital after 15 years abroad working with institutions like Schroders and Merrill Lynch.
Hanna Persson joined Ress after 11 years at a macro hedge fund and brings deep experience in client relationships and alternative investments.
Follow Beyond Beta:
🎥 YouTube: https://www.youtube.com/@beyondbetawithkaia🔗 LinkedIn:https://www.linkedin.com/company/beyond-beta-with-kaia
🎵 TikTok: https://www.tiktok.com/@beyondbetawithkaia
🎼 Spotify: https://open.spotify.com/show/74Nzm7LIo4kWNO3jVkwdrU?si=f7037daac2214568
#LifeSettlements #AlternativeInvestments #UncorrelatedReturns #BeyondBetaWithKaia #RessCapital #InvestmentStrategy
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