A purpose driven team

Anatoly joins the firm with over 37 years of experience in analyzing, structuring, assessing ALM suitability, trading securities and managing portfolios for insurance companies and institutional investors. His coveted career spans across many notable ventures ranging from the founding of the Structured Products Group at Aladdin Capital, managing $13bn of structured product assets, CDO’s, hedge funds, SMA, and ABCP conduit.

Prior to joining Aladdin, Anatoly served in the capacity of Vice-President/Senior Portfolio Manager at Sun America/AIG Insurance company, managing over $40bn of investments in asset-backed, mortgage-backed securities and other structured assets, across life companies, total return portfolios, securities lending, and short duration portfolios. Additionally, Anatoly managed public, private placements, and 144A structured securities for New York Life and AMBAC.

He previously ran the research department at Mabon Securities, and authored a weekly publication on market trends, prepayment analysis of MBS, analysis of ABS, and trading models of new structured products. Anatoly received his BA in Economics and Computer Science from Rutgers University and his MBA from Fairfield University. He holds Series 24, 7 and 63 licenses.

Paul Murphy, General Counsel & Regulatory Oversight, Varda Holdings, LLC and is responsible for all legal and regulatory oversight of Cayman Reinsurance Enterprises. This includes sourcing, negotiating, and managing reinsurance treaties, supervising custodian and trustee relationships, operational oversight and ensuring the reinsurance company’s investment portfolio is compliant with all applicable laws and regulations. Paul takes a proactive role in business development for Varda Re which includes cultivating accretive relationships with best-in-class service providers and other counterparties.

Paul has over 18 years of extensive experience in multi-national insurance, reinsurance, regulatory, capital markets and restructuring law which includes positions as general counsel and chief operating officer of a Cayman Islands reinsurance company. He is a director and consultant to several offshore financial institutions including funds, charitable organizations and other regulated entities and has specific experience managing various structured financial instruments such as collateralized loan obligations and mortgage-backed securities.

Paul received his BA (Hons) in History from Durham University before being awarded a full scholarship by Gray’s Inn to complete the bar vocational course. He was called to the bar of England and Wales in 2004, moved to the Cayman Islands in 2012 and was a recommended attorney by the Legal 500 in 2017 and 2018 before leaving private practice to pursue opportunities in reinsurance and other financial institutions.

Dirk joins the firm with an impressive career with 40 years in growing companies, capital formation, mergers, and acquisitions. His coveted career spans the gamut from the founder of the Residence Inn Company which eventually sold to the Marriott Corporation.

Mr. Wray was co-founder and served as Chairman and CEO of AdForce, Inc. [NASDAQ:ADFC] an Internet advertising delivery and media company that, prior to its IPO in May 1999, was strongly supported by prominent investors America On-Line, Attractor, Hummer Winblad, 21st Century Internet Capital, Metromail and KIPCO.

Mr. Wray is or has also served as Co-founder, President and CFO of Covenant Care Inc.; a U.S.-based, long term health care company and Casa Reha GmbH, a German long term health care company, both established in 1995. Covenant Care/Casa Reha was institutionally backed by Goldman Sachs & Co., BNP Paribas, JP Morgan Chase (formerly Chase Capital) and Imperial Bank. Mr. Wray helped lead the initial companies grow to 6,000 patients and 6,000 employees in two countries.

Mr. Wray has been involved in credit and insurance related risk products for over 30 years and is responsible for providing senior leadership and strategic direction, finance, and M&A for Varda Holdings across 40+ countries. Dirk received his bachelor’s degree from Michigan State University and his master’s degree, International Business, from the prestigious Thunderbird School of Global Management.

Jean Francois (JF) joins the firm with an impressive career of over 30 years of experience as actuary, CIO, and CRO in the life and annuity industry, both in insurance and reinsurance. His coveted career spans the gamut from previously serving as the Chief Investment Officer and Chief Risk Officer of Front Street Re, a Cayman Island based reinsurance company focused on asset intensive liabilities.

CIO of NorthStar Re, a Bermuda reinsurance company, CIO of Opal Re, a Bermuda reinsurance company part of The Phoenix Group (UK), CIO of Western United Life Assurance Company in Spokane Washington. Consultant to one the world’s largest investment companies on insurance / reinsurance strategies (Blackrock). 144A structured securities for New York Life and AMBAC. JF received his BS in Actuarial Science from Universite’ Laval.

Andrea Korney, Executive Managing Director, Chief Sustainability Officer, Royce Impact Solutions is responsible for overseeing the Royce Impact/VARDA’S corporate sustainability strategy and targeted ESG performance metrics. Drawing from her extensive experience, she will help develop and oversee all regenerative land development, ethical supply chain, carbon sequestration, and sustainable energy initiatives, capitalize on strategic opportunities, and continue to drive responsible, and profitable growth for Royce Impact/VARDA.

Andrea has over 16 years of extensive experience in sustainability and supply chain emission management, supplier diversity, and inclusion. Prior to joining Royce Impact/VARDA, she was Vice President of Sustainability for Frostbyte Consulting, the world’s leading provider of environmental and safety management information systems (EMIS) providing solutions in scope 2 and 3 emissions, carbon, water, and energy management.

Andrea serves as Ambassador to the U.S. Department of Energy (DOE), advising on the Equity in Energy Committee focused on creating opportunity and access to energy resources. She is a board member of CAMSC, an NPO that certifies & prepares diverse suppliers to successfully engage & respond to corporate and government buyers. She received licensed certification from Wharton University in ESG risks, opportunities, climate, and social impact. Andrea received her MBA from Ivey Business School at Western University.

Casey Tuner, Executive Managing Director, Enterprise Risk & Compliance, is responsible for all aspects of Royce Global’s enterprise risk management. Her impressive track record and depth of experience in operational risk management and compliance is crucial to Royce Global’s ongoing commitment to establishing new products, new services, and advancing our deep commitment to the private client experience.

Most recently, Casey served as Director of Compliance for LoanSnap, Inc., a venture funded, fintech mortgage origination platform, advising on operational compliance, staff training, process design, and risk management frameworks. Previously, she held the position of Director of Operations for DLJ Financial, and has served as member on Asset Liability, Enterprise Risk, and Business Strategy Committees. Casey holds a Bachelor of Science Degree in Science from the University of Nevada at Las Vegas.

Irma Smith, Executive Managing Director, Credit Risk & Operations for Royce Global is responsible for and oversees direct production and its associated teams, including processing, underwriting, and closing. Irma has over 30 years of experience in residential lending, with extensive knowledge in the management of credit risk, credit underwriting, quality control policies and fraud prevention measures in super prime, private client lending.

Irma’s ability to identify and implement exceptional improvements has enabled her to enhance every department or channel with which she has worked since she joined Royce Global in 2019. She also has been instrumental in the development of key underwriting process improvements as well as with mentoring colleagues who have gone on to see continued success with the company. Irma has led both start-ups and expansion of existing mortgage operations and has held coveted industry positions such as President of Operations at Secured Funding Corporation, the nation’s largest privately held Home Equity Lender courted for acquisition by Capital One Financial Corporation.

Krista Tucker, Executive Managing Director, Enterprise Operations & Administration is responsible for enterprise operations, vendor management, employee experience, and serves as a strategic partner on enterprise-wide cross-functional initiatives. Krista has demonstrated expertise in her ability to efficiently manage major components of the enterprise along with the development of its administrative policies and practices.

Prior to Royce Global, Krista served as Chief Operating Officer at Avid Law Center and as Project Manager at Secured Funding where she relied on her extensive experience to plan and execute for each organization. Krista has acquired a wide range of skills that she has added to her career as well as her schooling at Mesa State University where she retained her bachelor’s degree in Business Management.

John Tait, Managing Director, Business Development California Complex is responsible for providing oversight and guidance to the Business Development CA Complex department. John has nearly 2 decades of noteworthy experience in real estate, mortgage banking, wealth management, and capital markets.

In his previous roles, John founded and served as CEO of Coastal Mortgage, a mortgage banking firm that specialized in Direct-to-Consumer lending for High-Net-Worth estates. John also served as a FINRA and SEC registered Financial Advisor at Morgan Stanley Wealth Management, with a focus on asset allocation and portfolio management for Ultra-High-Net-Worth clients. He also served as mortgage advisor in Ultra-High-Net-Worth credit markets for private clients within Morgan Stanley’s Private Bank.

Thien Nguyen, Managing Director, Capital Markets is responsible for the structuring and management of our income and credit access vehicle through our proprietary structured participation offering for syndicate investors.

His tenure as a structured finance professional is impressive with over 20 years of experience in trading, securitization, portfolio management, business, and infrastructure development. His daily focus is on building and managing strategies within the residential mortgage-backed securities market as well as managing the interest rate and credit risk exposure across Royce Impact/VARDA’S family of companies.

Thien began his capital markets career in 1997 and has investment experience across multiple sectors of the fixed income market. Prior to joining Royce Impact, he was Vice President of RMBS & ABS Investment at Cerberus where he led the group responsible for developing the fixed income mortgage investment and valuation platform. The investment opportunities, in cash and synthetic securities, included ABX, CDS, whole loans, ABS, RMBS, SIVs, ABCPs and CDOs. Other notable positions include Senior RMBS Portfolio Manager at Redwood Trust, and Vice President of Trading at Falcon Bridge Capital (Carlyle Fixed Income Group).

Jason Jepson, Executive Managing Director, Corporate Marketing & Communications is responsible for all aspects corporate communications, strategic communications planning, media relations, social media outreach, reputation management, and employee communications.

Prior to joining Royce Impact, Jason served as a managing partner for the Experience Firm. Jason also served as CMO for Wild Tonic, SVP at Mota, and Vice President at Treble Public Relations. Jason has led communications on two separate billion-dollar acquisitions. Mr. Jepson is an industry veteran with over 20 years of experience in all facets of corporate and crisis communications, marketing, public relations, and corporate strategy. Mr. Jepson received his BS in Communications from Vanguard University.

Jim Yeom, Creative Director, Brand Manager is responsible for all creative direction, brand development, copywriting, and digital experiences for all Royce Global.

Jim has been defining and developing brand experiences for both clients and agencies for the better part of two decades. He brings a wealth of creative experience to PCMA from his time at Ernst & Young, Capgemini, Saatchi & Saatchi, JWT, ING Financial, and McCann. Projects have included the launch of Microsoft’s Visual Studio, leading design for Toyota Motors Interactive and Infiniti Motors Interactive, and brand identity work for UCLA/Simms Mann Oncology Center and Toyota Corporation.