Battle Card: Pretium Insurance Solutions Sales Trigger

🚀 Battle Card: Pretium

• Paul Brown, Managing Director, Co-Head of Insurance Solutions Group · 🔗 LinkedIn

• This Pretium sales trigger highlights insurers' hunger for tailored private credit assets to match long-term liabilities. → Source

• Need for reliable, diversified asset allocations to meet long-term insurance liabilities

• Demand for tailored private credit solutions with transparent risk profiles

• Primary: Insurance-tailored private credit portfolios → Optimized liability matching and improved yield

• Expansion: Integrated residential real estate investment products → Enhanced portfolio diversification and scalability

• HQ: New York, NY

• Employees: ≈ 7,000

• Rev: ≈ $200 M

• Website: pretium.com

🤼 Competitive Intel

• BlackRock — Alternative Credit / Real Estate
• Unique edge: Massive AUM and global insurer relationships
• Evaluated by CFO for scale

• Apollo Global Management — Private Credit / Asset Management
• Unique edge: Deep credit underwriting expertise
• Evaluated by COO for risk management

• Ares Management — Insurance Solutions
• Unique edge: Established insurer partnerships and tailored structuring
• Evaluated by Co-Head Insurance for domain experience

• Brookfield Asset Management — Real Assets / Credit
• Unique edge: Strong track record in real estate investments
• Evaluated by Head of Portfolio for operational excellence

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑≈ TBD❑
OFFER_BRIEF   = ❑Insurance-tailored private credit portfolios❑
PROOF_METRIC  = ❑≈200 bps yield improvement❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Paul
COMPANY     = Pretium
DEPT        = Insurance Solutions
SIZE        = ≈2
BOTTLENECK  = limited partnership capacity
EVENT       = Establishment of Insurance Solutions Group
DETAIL      = formation of the Insurance Solutions Group
PAIN        = Need reliable, diversified asset allocations to match long-term insurance liabilities
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250903216000&div=41152219
SIM_CO      = Ares Management
WIN_METRIC  = ≈200 bps yield improvement
NEXT_SIZE   = ≈10
EMP_EST     = ≈7,000
REV_EST     = ≈$200M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈2-person Insurance Solutions

Paul—noticed your Insurance Solutions team is ≈2.

That’s when limited partnership capacity slows growth.

We helped Ares Management fix this with Insurance-tailored private credit portfolios.

Result: ≈200 bps yield improvement.  
Quick call?

PS—next bottleneck hits ≈10.

DM ≤45 words, TONE:
Saw your post about the formation of the Insurance Solutions Group — Need reliable, diversified asset allocations to match long-term insurance liabilities.  
Insurance-tailored private credit portfolios. ≈200 bps yield improvement. Quick chat?