Aventus Capital (AVTS) Investor Day 2026 summary

Strategic priorities, transformation, and platform evolution

• Completed rebranding to Aventus Capital, integrating insurance and asset management under a unified platform, and achieved key 2025 commitments including disciplined capital allocation and platform expansion.

• Closed a $25 million minority investment in Insignia Financial, expanding exposure to financial services and expecting significant value appreciation.

• Organizational transformation included restructuring asset management, exiting non-core businesses, reducing headcount by over 30%, and saving $17 million annually.

• Leadership team strengthened with new hires and promotions across Aventus, Ceres Life, and CCaventus, maintaining stability and adding independent directors.

• Preparing for a potential U.S. listing by end of 2026, with operational readiness, SOX compliance, and dual IFRS/GAAP reporting.

Business model and platform integration

• Integrated platform combines tech-enabled annuity origination (Ceres Life) and diversified global credit asset management (CCaventus), reinvesting earnings for efficient scaling.

• Ownership structure includes significant stakes by CC Capital and Aventus, aligning interests for long-term value creation.

• Strategic partnerships and leadership are expected to drive intrinsic value and equity compounding.

Ceres Life: Technology, distribution, and growth

• Built a proprietary, AI-driven, cloud-native insurance platform (CeresNexus), enabling 85% automation, rapid product launches, and scalability to $10 billion AUM without proportional cost increases.

• Launched MYGA in September 2025 and two FIA products in February 2026, issuing over 2,500 policies and $690 million in premiums, with Q2 2026 premiums up 300% quarter-over-quarter.

• Onboarded six IMOs and over 1,700 agents, with Advisors Excel as a key partner, and differentiated through technology and service.

• Achieved industry-leading operational metrics: fast policy issuance, rapid agent payments, and high client satisfaction.

• Product suite covers all life stages, with strong demand from an aging population and expansion through targeted marketing and new features.