Mickelson Investment Management, LLC is a boutique provider of alternative investments. We focus on strategies which have proven to provide high historical risk-adjusted returns but are not widely known or understood even among the investment management industry.
PIPEs (Private Investment in Public Equity)
When public companies need to raise capital a PIPE transaction may be an attractive option. The issuing company will provide discounted stock and perhaps other preferential terms to private investors in exchange for the capital infusion. While this strategy is little known according to PrivateRaise, a leading industry research organization there was over $35 Billion worth of PIPE deals in 2009.
Life insurance has always been a bedrock strategy to preserve wealth but now with the correct products and strategies it can be a powerful asset to own. Life settlements, the emerging secondary market for life insurance policies has transformed the industry. Mickelson has over 20 years experience assisting individuals and institutions to develop sophisticated strategies to benefit from this unique asset class.