Tony Bremness MBA, CFA

Critic
DISC Type : C

Founder, CIO, and Managing Director at Laureola Advisors

Port Saint Mary, Isle of Man

Overview

Tony Bremness is the Founder, CIO, and Managing Director of Laureola Advisors, a firm he established in 2013. A Chartered Financial Analyst with an MBA from McGill University, he leverages nearly 40 years of industry experience to specialize in Life Settlements as a unique tool for investor diversification.

He believes Life Settlements are the most effective solution he has seen in his career to the problem of asset correlation during financial crises.

Personality Overview

Objective Thinker

ROI Driven

Negotiator

They prefer to do logical analysis and value evidence over emotions.  They are quite likely to negotiate on pricing or other key terms. They enjoy working alone and do not rely on others very often.

Topics They Care About

Life Settlements
He founded Laureola Advisors to specialize in this asset class, which he champions for its non-correlated returns and benefits for portfolio diversification.
Portfolio Diversification
His core focus is helping investors build resilient "all weather" portfolios that hold up during market crises when traditional diversification often fails.
Alternative Investments
He has a long history of marketing and managing alternative investment strategies, now focusing exclusively on the niche life settlements market.

Media Appearances

Tony has no verified media appearances

Work History

12-2012
Founder, CIO, and Managing Director at Laureola Advisors
1-2003 - 12-2011
Owner at Third Party Marketing Business
4-1998 - 2-2002
Senior Client Relationship Officer at Marathon Asset Management
5-1993 - 4-1997
Pension Fund Consultant at SEI Financial Services
1-1991 - 3-1993
Portfolio Analyst at Alberta Treasury, Investment Management Division

Education

Master of Business Administration - MBA from McGill University - Desautels Faculty of Management
Bachelor of Arts - BA from McGill University

More Information

Social Presence :

Prographics :

Exp : 31 Location : Port Saint Mary, Isle of Man Job Level : Leadership Designation : Founder, CIO, and Managing Director at Laureola Advisors
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Insights For Selling To Tony

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be formal and objective, they will appreciate it more

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Do not use very emotional or colorful language
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tony is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Tony

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Tony move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Tony take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Tony

Personality Compatibility


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