
Agenda
NYSE Trading Floor
Wednesday, July 15, 2026
2026-07-15
Welcome Reception
6:30 PM -
6:30 PM
Freedom Hall
Thursday, July 16, 2026
2026-07-16
Welcome/CEO Introduction
9:00 AM - 9:05 AM
9:00 AM
9:05 AM

Jay Jackson
Chairman & CEO
Abacus Global Management
Jay Jackson is the Chairman and Chief Executive Officer of Abacus Global Management (NYSE: ABX), bringing decades of expertise in investments, alternative assets, and portfolio management. He is recognized for his innovative approach to growth and commitment to advancing longevity-based wealth management solutions
Throughout his extensive career in financial services, Jackson has consistently identified emerging opportunities and developed comprehensive solutions to address evolving market needs. His strategic vision led to the creation of Abacus Global Management's four distinct yet complementary business divisions that form the Abacus flywheel. These divisions work synergistically to provide integrated, longevity-based financial services across multiple asset classes and client segments.
Jackson has expanded the Abacus global footprint through strategic acquisitions such as Luxembourg-based Carlisle Management Company, FCF Advisors, and AccuQuote. The company has experienced rapid growth in AUM, personnel, and financial service offerings under his direction.
Jackson's leadership philosophy centers on innovation-driven growth while maintaining a strong focus on delivering value to clients and stakeholders in an increasingly complex financial landscape.
Freedom Hall
Thursday, July 16, 2026
2026-07-16
Fireside Chat with Matthew Ankrum
9:05 AM - 9:20 AM
9:05 AM
9:20 AM

Jay Jackson
Chairman & CEO
Abacus Global Management
Jay Jackson is the Chairman and Chief Executive Officer of Abacus Global Management (NYSE: ABX), bringing decades of expertise in investments, alternative assets, and portfolio management. He is recognized for his innovative approach to growth and commitment to advancing longevity-based wealth management solutions
Throughout his extensive career in financial services, Jackson has consistently identified emerging opportunities and developed comprehensive solutions to address evolving market needs. His strategic vision led to the creation of Abacus Global Management's four distinct yet complementary business divisions that form the Abacus flywheel. These divisions work synergistically to provide integrated, longevity-based financial services across multiple asset classes and client segments.
Jackson has expanded the Abacus global footprint through strategic acquisitions such as Luxembourg-based Carlisle Management Company, FCF Advisors, and AccuQuote. The company has experienced rapid growth in AUM, personnel, and financial service offerings under his direction.
Jackson's leadership philosophy centers on innovation-driven growth while maintaining a strong focus on delivering value to clients and stakeholders in an increasingly complex financial landscape.

Matthew Ankrum
Managing Partner & Author
Ankrum Capital
Matthew Ankrum, CFA, is a seasoned investor, entrepreneur, and C-suite executive. Presently, he is the managing partner of Ankrum Capital. His investment philosophy and research findings were featured in The Coffee Can Investor: A Stock-Picker’s Journey to Build Generational Wealth (Columbia University Press) by Neeraj Khemlani. The book chronicles his 100-Bagger Study - an examination of stocks that multiplied in value a hundred times over multiple decades - and the long-term, compounding-focused investment philosophy he has developed and applied in his career.
Freedom Hall
Thursday, July 16, 2026
2026-07-16
Financials Snapshot
9:20 AM - 9:25 AM
9:20 AM
9:25 AM

Bill McCauley
Chief Financial Officer & Chief Operating Officer
Abacus Global Management
With over 20 years of experience in the financial services industry, Bill McCauley is a performance-driven finance executive who has led financial operations, regulatory reporting functions and special projects. For the past 5 years, Bill has been the CFO at Abacus Life and several private funds where he has contributed to the company’s growth and helped take the company public in June 2023. Bill has worked with large consulting and financial services firms including McKinsey & Company, Transamerica, MassMutual, John Hancock and Independent Financial Partners. Highlights from that experience include: Equity and Debt Financings, Broker/Dealer CFO roles, mergers, acquisitions and divestitures. In addition, he received a Bachelor of Science Degree in Accounting from Bentley University and an MBA Degree from Babson College. He also holds Series 7, 24, 27, 63 FINRA Licenses.
Freedom Hall
Thursday, July 16, 2026
2026-07-16
The Investor Reframe: From Transactions to Platform
9:25 AM - 9:40 AM
9:25 AM
9:40 AM

Elena Plesco
Chief Investment Officer
Abacus Global Management
Elena Plesco is the Chief Capital Officer of Abacus Global Management, a leading global alternative asset manager and market maker that specializes in advanced longevity actuarial technology and lifespan based financial products. Ms. Plesco oversees capital growth initiatives, optimization of financial structure and strategic investments for the Abacus balance sheet. Based in New York, Ms. Plesco has over a decade of investing experience in the financial services and assets sectors. Ms. Plesco has joined Abacus from KKR, where she served as the Co-Head of Specialty Finance focused on debt and equity investments. Prior to KKR, she worked in the investment banking division of J.P. Morgan where she was involved in a variety of mergers, acquisitions, and other advisory transactions. Ms. Plesco holds a Bachelor of Arts degree in Mathematics and Economics from Smith College and has graduated with High Honors.
Freedom Hall
Thursday, July 16, 2026
2026-07-16
The Intelligence Layer: LifeARC, MVerify, and AI-Enabled Origination
9:40 AM - 10:15 AM
9:40 AM
10:15 AM

Jeff Smith
Chief Marketing Officer
Abacus Global Management
Jeff Smith is the Chief Marketing Officer at Abacus Global Management. Jeff leads marketing and operational technology for the enterprise, overseeing strategy and execution across all businesses, including new acquisitions.
With a foundation in technology, analytics, and operational systems. Jeff’s expertise lies in building marketing and growth strategies rooted in analytics rather than traditional creative branding. He designs and manages advanced spend models, predictive algorithms, and data-driven frameworks that optimize budget allocation, maximize returns, and ensure transparency in performance measurement. His leadership focuses on using data and technology to create measurable outcomes, aligning marketing investment with business growth and investor value.
Since joining Abacus in 2016, Jeff has risen through the ranks from Director of Marketing to Vice President and now CMO, guiding the company’s evolution during a period of rapid expansion. By integrating marketing with operational technology, he has positioned Abacus to operate with efficiency, scale intelligently, and continually refine its growth strategies through data-backed insights.

Armando Cabrera
Vice President of Engineering
Abacus Intel
Armando Cabrera serves as the Director of Engineering at Abacus Global Management, a role he has held since joining the company in 2021. He leads Abacus’s data analysis and software development initiatives. Mr. Cabrera graduated summa cum laude from the University of Pennsylvania, where he majored in Mechanical Engineering and earned minors in Computer Science, Statistics, Data Science, and Mathematics.
At Abacus Global Management, Mr. Cabrera is responsible for developing and implementing the data science and actuarial models that form the foundation of Abacus Intel's Valuation Methodology. He leads a team of engineers in creating innovative data solutions that drive all verticals under the ABL brand.
One of his notable achievements is leading the development of MVerify®, a state-of-the-art Mortality Verification software that captures reported deaths across the United States daily. In addition, he has designed and built customized proprietary valuation and risk analysis tools tailored to the life settlement sector of Abacus Global Management, further enhancing the company’s capabilities.

Jean Carlo Oviedo
Executive Vice President, Data Integrity Solutions
Abacus Intel
Jean Carlo's career took a notable turn when he applied his decade-plus experience towards aiding government and corporate pension plans. He played a critical role in addressing overpayments triggered by the 2011 DMF access reassessment, implementing improved pension management strategies for enhanced data handling. Additionally, he has an extensive 10-year track record helping government pension plans with death audit solutions, ensuring they remain compliant.
His innovative spirit and aptitude for technology led him to a transformative role at MaestroQA within the customer service sphere. Here, Jean Carlo was instrumental in enabling organizations to unlock the full potential of their customer interaction data through AI technology, translating complex datasets into actionable insights. Recently, he returned to the pension sector, equipped with cutting-edge technological solutions and fresh ideas to further refine data management practices, and mitigate risks, marking a new chapter in his commitment to driving operational excellence and customer satisfaction.
Freedom Hall
Thursday, July 16, 2026
2026-07-16
From Lifespan Intelligence to Wealth Management
10:15 AM - 10:30 AM
10:15 AM
10:30 AM

Bill McCauley
Chief Financial Officer & Chief Operating Officer
Abacus Global Management
With over 20 years of experience in the financial services industry, Bill McCauley is a performance-driven finance executive who has led financial operations, regulatory reporting functions and special projects. For the past 5 years, Bill has been the CFO at Abacus Life and several private funds where he has contributed to the company’s growth and helped take the company public in June 2023. Bill has worked with large consulting and financial services firms including McKinsey & Company, Transamerica, MassMutual, John Hancock and Independent Financial Partners. Highlights from that experience include: Equity and Debt Financings, Broker/Dealer CFO roles, mergers, acquisitions and divestitures. In addition, he received a Bachelor of Science Degree in Accounting from Bentley University and an MBA Degree from Babson College. He also holds Series 7, 24, 27, 63 FINRA Licenses.
Freedom Hall
Thursday, July 16, 2026
2026-07-16
Origination as Infrastructure
10:30 AM - 10:50 AM
10:30 AM
10:50 AM

Jay Jackson
Chairman & CEO
Abacus Global Management
Jay Jackson is the Chairman and Chief Executive Officer of Abacus Global Management (NYSE: ABX), bringing decades of expertise in investments, alternative assets, and portfolio management. He is recognized for his innovative approach to growth and commitment to advancing longevity-based wealth management solutions
Throughout his extensive career in financial services, Jackson has consistently identified emerging opportunities and developed comprehensive solutions to address evolving market needs. His strategic vision led to the creation of Abacus Global Management's four distinct yet complementary business divisions that form the Abacus flywheel. These divisions work synergistically to provide integrated, longevity-based financial services across multiple asset classes and client segments.
Jackson has expanded the Abacus global footprint through strategic acquisitions such as Luxembourg-based Carlisle Management Company, FCF Advisors, and AccuQuote. The company has experienced rapid growth in AUM, personnel, and financial service offerings under his direction.
Jackson's leadership philosophy centers on innovation-driven growth while maintaining a strong focus on delivering value to clients and stakeholders in an increasingly complex financial landscape.

Samantha Butcher
President
Abacus Life Solutions
Samantha Butcher serves as President of Abacus Life Solutions, bringing over 20 years of specialized experience in the life insurance and life settlement industry. In her role, she oversees the entire policy lifecycle, ensuring operational excellence from initial origination through final contracting and servicing.
Throughout her tenure at Abacus, Butcher has been instrumental in scaling the company’s policy operations infrastructure to support its growth into one of the leading life settlement providers in the industry. She has developed and implemented rigorous quality control processes, underwriting standards, and operational workflows that ensure high-quality policy acquisitions while maintaining compliance with regulatory requirements across multiple jurisdictions.
Butcher’s expertise encompasses policy evaluation, carrier relations, document management, and operational efficiency optimization. She works closely with underwriting teams, medical evaluation partners, and
institutional investors to facilitate seamless transaction execution. Her leadership has been critical in establishing Abacus’s reputation for operational reliability and transaction integrity in the life settlement marketplace.
Her deep understanding of insurance products, carrier requirements, and policy administration systems enables her to navigate complex transactions efficiently while maintaining the highest standards of due diligence and client service.
Freedom Hall
Thursday, July 16, 2026
2026-07-16
Asset Management + Capital Formation
10:50 AM - 11:20 AM
10:50 AM
11:20 AM

Martin Bo Larsson
Chief Operating Officer
Abacus Asset Group
Martin Bo Larsson is Chief Operating Officer of Abacus Asset Group in Europe. He leads the strategic and operational development of the firm’s European Alternative Investment Fund Management platform and oversees governance, risk management, and cross-border execution in support of Abacus’ asset and fund management strategies.
He joined Abacus at an important stage in its international expansion with a mandate to strengthen institutional infrastructure and support product innovation across private credit, structured solutions, securitization, and longevity-based investment strategies. Working closely with U.S. leadership, he helps integrate European and U.S. capabilities to enhance scalability, capital efficiency, and international distribution.
Martin brings more than 20 years of experience across asset management, alternative investments, and regulated financial institutions. He has held senior executive and managing director roles within regulated European investment entities and has scaled cross-border investment platforms, led institutional product development, and advised global asset managers and private markets investors. He has built and expanded regulated businesses in Luxembourg, Switzerland, and Liechtenstein while combining commercial growth initiatives with disciplined operational execution.
He holds a Global Executive MBA from KEDGE Business School and an MSc in Finance & Accounting.

Corey McLaren
Managing Director, Capital Markets
Abacus Global Management,
Corey McLaren is Managing Director, Capital Markets for Abacus Global Management, a leading alternative asset manager focused on lifespan-based financial products. He has two decades of experience in financial services, including over fifteen years of business development and management experience directly related to longevity risk. He previously held the position of Director, Alternative Strategies at Spearhead Capital, where he was responsible for managing the daily operations of Spearhead's life settlement investment fund. Prior to Spearhead, Mr. McLaren was a Director for Cambridge-based hedge fund FDO Partners where he helped launch, and source assets for, the firm's three life settlement investment funds. Mr. McLaren earned a Bachelor of Science in Management from the Pennsylvania State University's Smeal College of Business.

Monty Cook
Head of Private Credit
Abacus Global Management
Monty Cook is Head of Private Credit at Abacus Global Management, having joined the firm in 2025. He joined Abacus from Varde Partners, where he was head of the asset-based finance lending business for North America. At Varde, Cook managed a team responsible for investing, underwriting, and monitoring a diversified portfolio of asset-based finance investments.
Prior to Varde, Cook spent eight years at THL Credit (credit affiliate of Thomas H. Lee Partners) and its successor First Eagle Alternative Credit, where he focused on asset-based finance lending and served as co-head of direct lending. He previously worked for Deutsche Bank in the Credit Solutions Group, focusing on private credit, specialty finance, and esoteric assets, and worked in the investment banking divisions of Merrill Lynch and J.P. Morgan.
Cook received a Bachelor of Science degree in business administration from Northeastern University.
Freedom Hall
Thursday, July 16, 2026
2026-07-16
Abacus Platform Takeaways
11:20 AM - 11:30 AM
11:20 AM
11:30 AM

Jay Jackson
Chairman & CEO
Abacus Global Management
Jay Jackson is the Chairman and Chief Executive Officer of Abacus Global Management (NYSE: ABX), bringing decades of expertise in investments, alternative assets, and portfolio management. He is recognized for his innovative approach to growth and commitment to advancing longevity-based wealth management solutions
Throughout his extensive career in financial services, Jackson has consistently identified emerging opportunities and developed comprehensive solutions to address evolving market needs. His strategic vision led to the creation of Abacus Global Management's four distinct yet complementary business divisions that form the Abacus flywheel. These divisions work synergistically to provide integrated, longevity-based financial services across multiple asset classes and client segments.
Jackson has expanded the Abacus global footprint through strategic acquisitions such as Luxembourg-based Carlisle Management Company, FCF Advisors, and AccuQuote. The company has experienced rapid growth in AUM, personnel, and financial service offerings under his direction.
Jackson's leadership philosophy centers on innovation-driven growth while maintaining a strong focus on delivering value to clients and stakeholders in an increasingly complex financial landscape.
Thursday, July 16, 2026
2026-07-16
Guest Speaker: John Catsimatidis
11:30 AM - 12:00 PM
11:30 AM
12:00 PM

John Catsimatidis
President and CEO
Red Apple Group
John A. Catsimatidis is an American billionaire businessman and radio talk show host. He is the owner, president, chairman, and CEO of grocery chains Gristedes and D'Agostino Supermarkets in Manhattan, as well as the Red Apple Group, a real estate and aviation company with holdings in New York, Florida, and Pennsylvania. He is also the chairman and CEO of the Red Apple Group subsidiary United Refining Company.
In 1971, Catsimatidis opened his first Red Apple grocery store on Manhattan's Upper West Side. Red Apple stores stood apart from competitors by staying open late every day, cashing checks for customers, and providing free delivery. By 1981, Red Apple had 27 stores in the Bronx and Manhattan with annual sales of around $40 million, growing to $110 million by 1985. In 1986, Red Apple purchased 36 Gristedes supermarkets and 11 affiliated Charles & Co. specialty-food stores from the Southland Corporation. That same year, Catsimatidis acquired United Refining Co., which owned gasoline refineries in Alabama and Pennsylvania.
Catsimatidis is a licensed jet pilot who built a corporate jet company up to 48 jets before selling to NetJets, and also owned and operated Capitol Airlines, at one point the 11th largest commercial airline in the United States. In 2012, he acquired United Metro Energy, a major oil storage and distribution facility in Long Island and New York, as well as building one of the largest biodiesel facilities in the country in Brooklyn. Today, the Red Apple Group is a diversified corporation with holdings in energy, aviation, retail, and real estate, with over 8,000 employees.
On the media side, Catsimatidis hosts two talk radio shows, The Cats Roundtable on WABC and the Cats at Night show. In 2020, he successfully completed the purchase of WABC for $12.5 million. He also owns the Hellenic Times, a Greek-American newspaper based in Manhattan. In 2023, he published his memoir, "How Far Do You Want to Go?: Lessons From A Common-Sense Billionaire," a Publishers Weekly bestseller.
Catsimatidis was the runner-up in the Republican nomination for mayor of New York City in the 2013 election.

Jay Jackson
Chairman & CEO
Abacus Global Management
Jay Jackson is the Chairman and Chief Executive Officer of Abacus Global Management (NYSE: ABX), bringing decades of expertise in investments, alternative assets, and portfolio management. He is recognized for his innovative approach to growth and commitment to advancing longevity-based wealth management solutions
Throughout his extensive career in financial services, Jackson has consistently identified emerging opportunities and developed comprehensive solutions to address evolving market needs. His strategic vision led to the creation of Abacus Global Management's four distinct yet complementary business divisions that form the Abacus flywheel. These divisions work synergistically to provide integrated, longevity-based financial services across multiple asset classes and client segments.
Jackson has expanded the Abacus global footprint through strategic acquisitions such as Luxembourg-based Carlisle Management Company, FCF Advisors, and AccuQuote. The company has experienced rapid growth in AUM, personnel, and financial service offerings under his direction.
Jackson's leadership philosophy centers on innovation-driven growth while maintaining a strong focus on delivering value to clients and stakeholders in an increasingly complex financial landscape.
Freedom Hall
Thursday, July 16, 2026
2026-07-16
Guest Speaker: Maria Bartiromo
12:00 PM - 1:00 PM
12:00 PM
1:00 PM

Maria Bartiromo
Global Markets Editor
Mornings with Maria
Maria Bartiromo is the anchor of Fox News’ public affairs program, Sunday Morning Futures, on Fox News Channel (10 AM/ET), the top-rated Sunday morning program on cable. She is also the anchor and global markets editor of Mornings with Maria (Monday to Friday 6-9 AM/ET) on Fox Business Network (FBN) and Maria Bartiromo’s Wall Street, FBN’s weekly primetime investing program (Fridays at 7 PM/ET).
Bartiromo has been a pioneer in her industry. In 1995, she became the first journalist to report live from the floor of the New York Stock Exchange on a daily basis. She has covered business and the economy for more than 30 years and was one of the building blocks of business cable network CNBC. Honors include two Emmys and a Gracie Award. In 2009, the Financial Times named Bartiromo one of the "50 Faces That Shaped the Decade." She was the first female journalist inducted into the Cable Hall of Fame and she has moderated three presidential debates.
Bartiromo is the author of several books, including The Cost: Trump, China, and American Revival, co-written by Maria Bartiromo and James Freeman of the Wall Street Journal, published in 2020 by Threshold Editions, an imprint of Simon & Schuster.
She has also written weekly columns for Business Week and Milano Finanza magazines; as well as monthly columns for USA Today, and Individual Investor, Ticker, and Reader’s Digest magazines. She has been published in the Financial Times, Newsweek, Town and Country, Registered Rep, and the New York Post.

Jay Jackson
Chairman & CEO
Abacus Global Management
Jay Jackson is the Chairman and Chief Executive Officer of Abacus Global Management (NYSE: ABX), bringing decades of expertise in investments, alternative assets, and portfolio management. He is recognized for his innovative approach to growth and commitment to advancing longevity-based wealth management solutions
Throughout his extensive career in financial services, Jackson has consistently identified emerging opportunities and developed comprehensive solutions to address evolving market needs. His strategic vision led to the creation of Abacus Global Management's four distinct yet complementary business divisions that form the Abacus flywheel. These divisions work synergistically to provide integrated, longevity-based financial services across multiple asset classes and client segments.
Jackson has expanded the Abacus global footprint through strategic acquisitions such as Luxembourg-based Carlisle Management Company, FCF Advisors, and AccuQuote. The company has experienced rapid growth in AUM, personnel, and financial service offerings under his direction.
Jackson's leadership philosophy centers on innovation-driven growth while maintaining a strong focus on delivering value to clients and stakeholders in an increasingly complex financial landscape.
Freedom Hall
Thursday, July 16, 2026
2026-07-16
Lunch
1:00 PM -
1:00 PM
...

