We use Risk-Based Derivative Analytics
to help professional athletes stay winners off the field.
It starts with understanding:
A person’s Business Life is a journey of peaks and valleysIn that journey, each year is a call option on performance that can be sold/written via a contract
Effective Risk Managers: Optimize those option values when selling servicesManage risk/return parameters on those harvested values to better handle Transition Risk
When a key business skill (e.g. athletic ability) degrades or becomes obsolete,
we have to make a transition
identify and prepare for these
moments in their lives
and advice stays flexible for these
crucial and stressful life moments
and asset liquidation – we help to analyze
opportunities as coaches and advisors
People who need our care and empathy – life is an up and down adventure we help to smooth
Productive businesses with elite skills and a limited useful life in their sport – there are cliffs where option values fall greatly
Artists and risk takers – who achieve at the highest levels by betting on themselves
Coachable Clients – whom we can teach, assist and support through their playing days and beyond
Key to unlocking athletes’ option values – contracts are call options on elite athletic resultsOption optimizers through aggressive marketing and negotiations – creating a high upside perception/belief increases valueHarvesting value –from limited call options or available elite level seasonsPerfectly complementary to our perspective and services – we are each risk managers representing different sides of our clients’ business life
Client interview and analysis – for current and projected needs
Recommended changes – for cybersecurity, banking/trading relationships and client privacy
Budget, Tax and Portfolio Structuring – for initial investment and tax expense deductions
Investment education and recommendations – via podcasts, one-on-one sessions, trade alerts and payday recommendations on our mobile app
Life Decision Support - through our investment advisors and related professionals
Asset Monitoring – we watch to:
- See what is happening in client accounts and identify recommended actions
- Provide ongoing analysis through our mobile app
Listen First
Access to specialized professionals
for life decision support
Investment Perspective
Core, Expanded and Playground Portfolios
State-of-the-art software
for deep analysis and seamless client communications
Education podcasts and meetings
to teach clients how to do it all better
Listen First
Access to specialized professionals for life decision support
Investment Perspective
Core, Expanded and Playground Portfolios
State-of-the-art software
for deep analysis and seamless client communications
Education podcasts and meetings
to teach clients how to do it all better
Mark Stephen Tennenbaum
and Investment Counsel
After leaving the securities industry, Mark acted as Finance Director, Chief Financial Officer and/or Board Director for companies like Virgin, Craig Corporation, Kaiser Group Holdings, Landmark Theatres, SoftAware Networks and FrontBridge Technologies.
A few years after both SoftAware and FrontBridge were sold for $450MM and $180MM, respectively, Mark formed Tennenbaum & Kelly (T&K) to invest in and advise technology start-up companies. T&K is not only the majority owner of Life UnLocked Partners, it also has active investments in cybersecurity, computer aided-music, grass roots car racing software and skin care in addition to mentoring companies at UCLA’s Anderson Venture Accelerator.
In addition to his MBA from the Anderson School of Management at UCLA, Mark holds a Psychology degree from the Claremont Colleges, Pitzer College, as well as having passed his Series 7 and 65 exams. He started reading Wall Street research reports when he was 13 yrs. old. and has managed publicly traded investments since his early twenties.
In 2021, Conner Greene made the 40-man roster. The raise in pay made his life more complicated. Mark and Conner started talking about how to do this better for professional athletes and Life UnLocked Partners was born.
Lela Kelly
James Conner Greene
Mark coached Conner from 2005-2008 on a travel team that played with, and faced, other future major leaguers.
Kayla Pimentel
$500
if you are on a major league roster, circuit or equivalent
$250
if you are retired
$50
if none of those are happening, you need a break and you have more than $150K under management with us already
1.00%
on dollars $1 through $500,000 paid monthly
0.75%
on dollars $500,001 through 2,500,000 paid monthly
0.50%
on dollars $2,500,001 through 4,500,000 paid monthly
0.25%
on dollars $4,500,001 and above paid monthly
- Extended one-on-one financial coaching with Mark at an hourly rate of $300, charged in 15-minute increments for any part of an hour
- Life Decision Support with our in-house attorney, Lela, at an hourly rate of $500, charged in 15-minute increments for any part of an hour
- Extended one-on-one financial coaching with Mark at an hourly rate of $300, charged in 15-minute increments for any part of an hour
Let’s do this
TOGETHER
(Telephone or Zoom meeting)
Email us at:info@lifeunlocked.partners
