how we invest
Vida’s senior management team has over 100 years of life settlements and life insurance experience, and extensive
knowledge of alternative investing. Click Here to view the full Vida team.
Chief Financial Officer
Chief Compliance Officer
Chief Financial Officer | Chief Compliance Officer
Mr. Munson is the Chief Financial Officer, Chief Compliance Officer, and joined the firm in August of 2009. Prior to joining Vida, Mr. Munson served as CFO for Statewide Beverage, LLC, where he managed the financing, acquisition, and revitalization of a large retail chain throughout south Texas. Before his time at Statewide, Mr. Munson was a founder of Index Hospitality Austin, LP where he served as Managing Partner and CFO. While at Index Hospitality, he was also a Principal in Calavan Munson, LP, where he secured financing and managed a successful multimillion dollar downtown Austin real estate development. Mr. Munson began his career as a management consultant, most recently with Accenture, providing project management oversight and business process expertise to clients such as Agilent Technologies, Sallie Mae Financial Services, TXU, and the State of Texas. Mr. Munson graduated from the University of Notre Dame with a B.B.A. in Finance and Computer Applications in 1999 and earned his MBA in Entrepreneurship from the Acton School of Business in 2005. Since 2010 he has served as Treasurer and is a member of the Board of Directors for Comfort the Children International, a non-profit focused on community development and sustainability in Kenya, Africa.
President & CEO
President and CEO
Mr. Serra graduated from The University of Virginia in 1978 with a B.S. in Civil Engineering, subsequently served four years in the United States Army Corps of Engineers, reaching the rank of Captain, and then graduated from The Krannert School of Management, at Purdue University, with an M.S. in Industrial Management in 1983. From 1986 until 1997 Mr. Serra was instrumental in building and managing one of the largest independent petroleum refining and marketing companies while at Salomon Inc. subsidiary Phibro Energy USA (serving as Chairman, President and CEO from 1992 to 1997). Upon the sale of the company to Valero Energy in 1997, Mr. Serra started Re-NEW Energy LLC to develop waste-to-energy projects primarily in West Virginia and Kentucky which was ultimately sold. In 2001, Mr. Serra founded Eyes of Texas Partners, a private investment company with a primary focus on technology.
In 2009, Mr. Serra co-founded with Austin Ventures Vida Capital Inc., which is a leading asset manager in the life settlement industry; and in 2011 Ovation Partners, an alternative investment asset manager focused on non-correlated, income producing investments. In 2011 Mr. Serra was named the RISE Austin Serial Entrepreneur of the Year. In addition, he is a Master Teacher at the Acton Graduate School of Business (www.actonmba.org) in Austin.
Mr. Serra has served on the Purdue University Krannert School Alumni Board, was a member of the Houston Chapter of Young Presidents Organization, Chairman and Treasurer of the Board of Trustees of St. Gabriel’s Catholic School, a volunteer for The University of Virginia NCOUR committee for central Texas, a member of the Board of Director’s of Austin Habitat for Humanity, and co-chair of Community First, focused on breaking the cycle of chronic homelessness and is currently on the advisory council for Explore Austin, serving underprivileged youth.
Senior Managing Director
Vice President, Client Service and Development
Mr. Tice is a Senior Managing Director and has served as the Head of Marketing and Investor Relations for Vida Capital since joining the firm in 2014. Additionally, Mr. Tice serves on both the firm’s investment and management committees. Mr. Tice has over 20 years of investing experience and has extensive experience in alternative investments. Prior to joining Vida, Mr. Tice was a Managing Director at Siguler Guff & Company. Previously, Mr. Tice has served in senior roles at Q Investments, The Blackstone Group, The Parthenon Group, and Donaldson, Lufkin & Jenrette. He earned a Bachelor’s Degree in Economics cum laude from Middlebury College, and a Master of Business Administration from The Amos Tuck School of Business at Dartmouth College.
*A registered representative of LoHi Securities, Member FINRA/SIPC. Review Bill’s Broker Check listing.
Dan Young, CLU, ChFC*
Vice President, Portfolio Management
Mr. Young is Vice President of Portfolio Management at Vida Capital and President of Magna Life Settlements. In addition to his role at Vida, Mr. Young is an adjunct professor of Regulatory Law at the University of Texas Law School, Board Member of the Institutional Longevity Markets Association (ILMA), Board Member of the Life Insurance Settlements Association (LISA), a monthly blogger and a frequent speaker at life settlement industry conferences.
Prior to joining Vida Capital, Mr. Young was President & CEO of NFP Securities as well as New York Life’s Broker-dealer network and New York Life’s Registered Investment Adviser. He began his career as a clerk on the Third Circuit Court of Appeals before practicing at Cravath, Swaine & Moore in New York. Mr. Young holds multiple securities licenses (Series 7, 24 and 63) and insurance designations including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Chartered Advisor for Senior Living (CASL).
Mr. Young graduated from Stanford University with Honors and Distinction in 1989 and from the University of Chicago Law School with Honors in 1992.
*A registered representative of LoHi Securities, Member FINRA/SIPC. Review Dan's Broker Check listing.
Founded in 2009 with an entrepreneurial spirit,
Vida believes that long-term success is best achieved through the development
of deep-rooted partnerships with our investors.
Integrity, transparency, and accountability represent the core values of Vida and the Vida team.
Through a strong alignment of interests with our partners,
Vida endeavors to provide attractive risk-adjusted
return outcomes along with long-term capital preservation.
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The information on the Website is intended to enable investors to understand the nature of the Firm's financial advisory services. It is not intended as and does not constitute investment advice or legal or tax advice or an offer to sell any securities to any person or a solicitation of any person of any offer to purchase any securities. The information in the Website should not be construed as the Firm's endorsement, recommendation or sponsorship of any company or security. There are inherent risks in relying on, using or retrieving any information found on the Website, and the Firm urges you to make sure that you understand these risks before relying on, using or retrieving any information on the Website. You should evaluate the information made available through the Website, and you should seek the advice of professionals, as appropriate, to evaluate any opinion, advice, product, service or other information.
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PAST PERFORMANCE IS NOT COMPARABLE
The performance data presented on the Website reflect the reinvestment of dividends and other earnings, and net figures reflect the deduction of expenses, management fees and incentive fees and allocations.
The Firm believes that the performance shown on the Website was generated with an investment philosophy and methodology similar to that described in the funds' respective Confidential Offering Circulars and Private Offering Memoranda and that the Firm would expect to use in the future. Future investments, however, will be made under different economic conditions and in different securities and may be made using different investment strategies than were used during the times discussed herein. Furthermore, the performance discussed herein reflects investment of limited funds for a limited period of time and does not reflect performance in different economic or market cycles. You should not assume that any fund that the Firm advises will experience returns, if any, comparable to those described herein. Past performance does not indicate future returns. The performance results have not been compiled, reviewed or audited by an independent accountant. Results for the current year are based on the internal books and records of each fund and are subject to adjustment when that fund's financial statements for the current year are audited.
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Conditions Of Use
Changes to this policy