Differentiated asset management firm 1823 Partners launches led by Anant Bhalla

1823 Partners (US) LLC, a differentiated asset management firm focused on insurance-first investment strategies, has launched with a multi-billion-dollar asset mandate from JAB Insurance.

Co-founded by Anant Bhalla, Joachim Creus, and Frank Engelen, the firm will be led by Bhalla as CEO. It is headquartered in Miami, with an office in New York.

Initially, the firm will focus on real estate, asset-backed finance, credit, and insurance solutions, with plans to expand into additional asset classes and grow the team to around 60 professionals by year-end.

1823 Partners blends rigorous asset and liability risk management with unique private market opportunities designed to generate value for clients and their policyholders.

It will provide asset management services to independent insurance companies and institutional investors, targeting superior risk-adjusted returns on differentiated assets. JAB Insurance’s portfolio insurance entities will serve as its inaugural clients.

The firm also specialises in providing investment management and risk advisory services to insurance companies.

Key leadership appointments include James Hamalainen as Partner and Chief Operating Officer; Ashok Vishnubhakta as Partner, Head of Commercial Credit; Pankil Doshi as Partner, Head of Commercial Real Estate; Chris Bauer as Managing Director, Fixed-Income Trading; Stuart Perowne as Managing Director, Equity Trading; Shawn Pierce as Managing Director, Asset-Backed Finance; and Steven Zhou as Managing Director, Hedging and Derivative Strategies.

Bhalla said, “I am energized to create a platform to support independent insurance companies with tailored investment strategies that back real promises with real assets. By investing long-term insurance company policyholder resources across both public fixed income and bespoke private market opportunities – from real estate to specialty credit and asset-backed lending – we seek to provide predictable, durable cash flows for policyholders with strong risk-adjusted returns. Our asset allocations, anchored in liability-driven investing principles and robust risk management practices, allow us to focus on risk control while maximizing return per unit of risk.”

He added, “We get to see remarkable, off-market investment opportunities that come directly to us for two primary reasons – first, the quality of our clients’ insurance capital and second, the high caliber investment talent that we already have and continue to attract. As a long-term investor with a laser focus on attractive asset sectors, we are building a unified team and vibrant culture with the mantra: ‘One Team, One Dream.’ We take enormous pride in bringing together main street insurance policyholder resources with main street borrowers like consumers and commercial businesses for credit, asset backed and real asset financing.”

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