Core Insights - Abacus Global Management, Inc. is hosting an Investor Summit on October 28, 2025, in Zurich, Switzerland, focusing on the secondary life insurance industry and longevity-based financial products [1][4] - The summit aims to highlight the increasing institutional recognition of longevity-linked investments as sophisticated alternative assets for portfolio diversification [2][4] Group 1: Event Details - The Investor Summit will feature both in-person and virtual attendance options, accommodating global participation [4] - The event will take place at The Dolder Grand in Zurich, with enforced capacity limits for in-person attendees [4] - Registration is currently open for both attendance formats [4][8] Group 2: Agenda and Topics - The agenda includes discussions on ABL overview and outlook, asset-based finance opportunities in private credit, and technological innovations in underwriting for lifespan-based financial products [3] - Investor perspectives on diversification strategies will also be a key topic of discussion [3] Group 3: Company Overview - Abacus Asset Group specializes in longevity-linked investments and secondary life insurance products, utilizing proprietary technology and actuarial expertise [5] - Abacus Global Management focuses on alternative asset management and data-driven wealth solutions, leveraging data analytics and industry expertise to optimize financial outcomes [6]

Core Viewpoint - Bragar Eagel & Squire, P.C. is investigating potential claims against Abacus Global Management, Inc. for possible violations of federal securities laws and unlawful business practices [1][2]. Investigation Details - A report by Morpheus Research on June 4, 2025, accused Abacus of being involved in a life settlements accounting scheme, leading to a stock price decline of over 21% [2]. Next Steps - Abacus shareholders who have suffered losses or have information regarding the claims are encouraged to contact Bragar Eagel & Squire for further assistance [3]. About the Law Firm - Bragar Eagel & Squire, P.C. is a law firm recognized nationally, representing investors in various complex litigations across state and federal courts [4].

Core Insights - Abacus Global Management, Inc. has been included in the Russell 2000 and Russell 3000 indexes as of September 22, 2025, marking a significant milestone for the company [1][2] Company Overview - Abacus Global Management specializes in alternative asset management, data-driven wealth solutions, technology innovations, and institutional services [3] - The company focuses on longevity-based assets and personalized financial planning, utilizing proprietary data analytics and industry expertise to enhance financial outcomes for clients [3] Industry Context - Membership in the Russell 2000 automatically includes Abacus in the Russell 3000 Index and relevant growth and value style indexes, which are widely utilized by investment managers and institutional investors [2] - Approximately $10.6 trillion in assets are benchmarked against Russell's U.S. indexes, indicating the significance of these indexes in the investment community [2]

Summary of Abacus Global Management Conference Call Company Overview - **Company Name**: Abacus Global Management (NasdaqCM: ABL) - **Industry**: Asset Management and Life Insurance Solutions - **Public Company Status**: Went public two years ago, with over 20 years of operational history [6][8] Key Financial Metrics - **Revenue Growth**: Year-over-year revenue growth of 93% in Q2 2025 [12] - **Capital Deployment Growth**: Nearly 20% increase in capital deployment [12] - **Total Inflows**: $142 million in total inflows for Q2 2025, a significant increase from over $10 million in the prior year [12] - **Profitability**: Return on Equity (ROE) at 21%, Return on Invested Capital (ROIC) at 22%, and adjusted EBITDA margin greater than 50% [13][14] - **Guidance**: Raised guidance for 2025 to $74 million to $80 million, representing a 59% to 72% year-over-year increase [54] Business Model and Strategy - **Core Business Lines**: - Abacus Life Solutions: Origination and market-making of unique insurance contracts [16] - Abacus Asset Group: Asset management and capital deployment [19] - ABL Tech: Data valuation and analytics services [17] - Abacus Wealth Advisors: Financial advisory services focusing on lifespan data [20] - **Market Position**: - Operates in a highly regulated environment with significant barriers to entry [16] - Controls the entire value chain from origination to asset management [40] - Serves clients in over 30 countries with a growing employee base [9] Data and Technology Utilization - **Data Management**: Focus on lifespan, medical, and mortality-driven data to enhance asset management and service offerings [11] - **Technology Integration**: ABL Tech can identify mortality with 99% accuracy in less than 48 hours, significantly improving efficiency for pension funds [18] Market Opportunities - **Secondary Market Size**: The secondary market opportunity is estimated at $255 billion, with a tertiary market of nearly $30 billion [38] - **Demand for Products**: Increased demand from private credit and institutional investors seeking uncorrelated yields [63] Unique Selling Proposition - **Education and Awareness**: The company emphasizes educating clients about the value of life insurance as an asset, which is often overlooked [24][26] - **Client-Centric Approach**: Focus on providing customized financial solutions based on lifespan data to help clients manage their retirement funds effectively [34] Growth Potential - **Future Projections**: Anticipated growth in both transactional and non-transactional revenue streams, with total addressable markets (TAM) in the hundreds of billions [35] - **Talent Acquisition**: Actively recruiting top talent to enhance operational capabilities and drive growth [60] Conclusion - **Overall Performance**: Abacus Global Management is positioned for significant growth with a strong financial foundation, innovative use of data, and a comprehensive service offering that addresses the needs of a diverse client base [59]

Group 1 - ClearBridge Investments released its second-quarter 2025 investor letter for the ClearBridge Small Cap Strategy, highlighting volatility in small-cap stocks during the quarter [1] - The Russell 2000 Index rebounded 10% from its November 2024 record highs, driven by growth, momentum, high-beta, and low-quality stocks, but underperformed compared to the Russell 1000 Index, which returned 11.1% [1] - The ClearBridge Small Cap Strategy underperformed its benchmark during this period [1] Group 2 - Abacus Global Management, Inc. (NASDAQ:ABL) was highlighted in the investor letter, with a one-month return of 3.57% and a 52-week loss of 32.42%, closing at $6.67 per share with a market capitalization of $639.795 million on September 15, 2025 [2] - ClearBridge exited its position in Abacus Global Management due to concerns over its performance and a short report alleging inflated policy values linked to a conflict of interest [3] - Abacus Global Management is not among the 30 most popular stocks among hedge funds, with 30 hedge fund portfolios holding the stock at the end of the second quarter, up from 26 in the previous quarter [4]

Core Viewpoint - Abacus Global Management, Inc. is actively engaging with investors through participation in two upcoming conferences in September 2025, showcasing its commitment to investor relations and transparency [1][2][3]. Group 1: Conference Participation - The company will attend the B. Riley Securities 8th Annual Consumer & TMT Conference on September 10, 2025, in New York City, where COO Elena Plesco and SVP Robert Phillips will conduct one-on-one meetings with investors [2]. - Abacus will also participate in the Sidoti Small-Cap Virtual Conference on September 17-18, 2025, with CEO Jay Jackson delivering a formal presentation on September 18 at 1:45 p.m. Eastern Time [3]. - A replay of the Sidoti presentation will be available on the company's investor relations website after the event [4]. Group 2: Company Overview - Abacus Global Management specializes in alternative asset management, data-driven wealth solutions, technology innovations, and institutional services, focusing on longevity-based assets and personalized financial planning [5]. - The company utilizes proprietary data analytics and decades of industry expertise to provide innovative solutions aimed at optimizing financial outcomes for both individuals and institutions globally [5].

Group 1 - Coventry First LLC and its Co-Founder Alan H. Buerger filed a Motion to Dismiss a lawsuit from Abacus Global Management, arguing that the lawsuit is an attempt to silence constitutionally protected debate [1][2] - The Motion emphasizes that Abacus relied heavily on Lapetus Solutions, Inc. as its primary life expectancy provider, which has ceased operations as of August 31, 2025, raising concerns about Abacus's practices [2][3] - Buerger stated that Abacus's complaint seeks to suppress important discussions regarding the reliability of life expectancy estimates in the life settlement industry, which is crucial for investors and regulators [3] Group 2 - Coventry has been a leader in the secondary market for life insurance for over 20 years, having delivered more than $6 billion to policyowners who no longer need their policies [3]

Core Viewpoint - Pomerantz LLP is investigating claims of potential securities fraud and unlawful business practices involving Abacus Global Management, Inc. [1] Group 1: Investigation Details - The investigation is focused on whether Abacus and its officers or directors have engaged in fraudulent activities [1] - Investors are encouraged to contact Pomerantz LLP for more information regarding the investigation [1] Group 2: Allegations Against Abacus - A report by Morpheus Research claims that Abacus has manipulated its portfolio valuation methodology to present a misleadingly profitable image [3] - The report also criticizes Abacus's life expectancy estimation methods and highlights historical concerns regarding its co-founders [3] Group 3: Market Reaction - Following the release of the allegations, Abacus's stock price dropped by $1.64, or 21.47%, closing at $6.00 per share on June 5, 2025 [4]

Core Viewpoint - Pomerantz LLP is investigating claims of potential securities fraud and unlawful business practices by Abacus Global Management, Inc. [1] Group 1: Investigation Details - The investigation is focused on whether Abacus and its officers or directors have engaged in fraudulent activities [1] - A report by Morpheus Research alleges that Abacus has manipulated its portfolio valuation methodology to present a misleadingly profitable image [2] - The report also raises concerns about Abacus's life expectancy estimation methods and highlights historical issues related to its co-founders [2] Group 2: Market Reaction - Following the news of the investigation and the report, Abacus's stock price dropped by $1.64 per share, representing a 21.47% decline, closing at $6.00 per share on June 5, 2025 [3]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced news journalists who produce independent content across various financial markets [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered includes insights across sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]