Busting The Myths About Tactical Trading Strategies
Wednesday, May 5, 2021 - 6pm GMT / 1pm Eastern / 12pm Central
The industry that has been traditionally dominated by systematic trend following has evolved into a multi-dimensional subset of the hedge fund industry, trading multiple instruments using different sources of return. Join AlphaWeek and Kettera Strategies to learn more about the spectrum of “tactical” strategies and how and why many of these approaches differ from traditional trend-following – in some cases, dramatically.
Jon Stein, Managing Partner, Kettera Strategies
Jon Stein serves as a Managing Partner and as the Chief Executive Officer of Kettera Strategies. He has 30 years’ of experience in the investment industry. He previously served as a Managing Director of Astor Janssen Holdings LLC. Prior to Astor Janssen, Mr. Stein was a Managing Director and partner with Parker Global Strategies, in charge of new portfolios and products, with an emphasis on foreign exchange traders and natural resources managers, and was a member of the investment, implementation and portfolio committees.
From July 2005 through October 2007 Mr. Stein was the Co-CIO of and partner in AlphaMetrix Investment Advisors, an alternative investments manager platform headquartered in Chicago. Mr. Stein was previously the Chief Strategic Officer of Efficient Capital Management, a fund-of-funds and manager-of-managers based in suburban Chicago, and also served as the Chairman of the firm’s Investment and Allocation Committee. Before Efficient Capital Management, he was a director with Rotella Capital Management, a trading advisory firm.
After being trained to make markets in options and futures in 1987-1988, Mr. Stein turned to financial journalism, serving as the Senior Editor with Futures Magazine from 1988 through 1990. During his law studies, Mr. Stein served as a consultant to various industry firms and authored a text on foreign exchange trading, Trading Currency Cross Rates, published by John Wiley & Sons in 1993. Mr. Stein practiced law with two law firms in Chicago, including Katten Muchin & Zavis, specializing in the formation of hedge funds, futures funds, and trading businesses as well as related litigation. Mr. Stein is also a founding partner, and on the advisory board, of a Chicago-based fintech firm, AlphaTech Solutions LLC, and is a registered AP of Kettera Strategies.
Mr. Stein earned his JD from Chicago-Kent College of Law in 1993, and a BS in Journalism from the University of Wisconsin in 1986.
Markian Zyga, CFA, Co-Chief Investment Officer, Mission Crest Capital Management, LLC
Markian is the co-chief investment officer of Mission Crest, a wholly owned subsidiary of Lighthouse Investment Partners, LLC. Markian is responsible for overseeing portfolio construction, capital allocations, risk management, and sourcing efforts for the Mission Crest Macro Fund. Markian is also a managing director at Lighthouse with a focus on quantitative and macro strategies. He is the chairman of the Quantitative/Macro Committee and a member of the Investment Research Committee and the Equity Committee at Lighthouse. Previously, Markian attended Loyola University Chicago, where he graduated magna cum laude with a Bachelor of Business Administration with a concentration in Finance and Economics. Markian is a CFA charterholder and a member of the CFA Society of Chicago.
Kettera Strategies provides a unique value proposition through the proprietary Hydra Platform. We are committed to giving investors flexible access to best-of-breed trading strategies, unparalleled transparency, and stringent third party oversight and administration. Hydra gives QEP investors a single point of access to alternative investments with tools to make informed decisions, allocate using liability protected vehicles, low fee structure, and superior liquidity and transparency.
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