AlphaWeek Tactical

Performing Due Diligence On A Tactical Trading Manager

Wednesday, May 12, 2021 - 3pm GMT / 10am Eastern / 9am Central

Performing due diligence on any investment manager is an arduous process, and tactical strategies - e.g. global macro, managed futures, commodities specialists, etc - have nuances which require a deeper dive by investors and their consultants. The Q & A you’ve been using for your long-short equities managers just won’t cut it.  Join AlphaWeek and Kettera Strategies for a webinar that explains the questions you should be asking of tactical trading investment managers, and why.

Speakers

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.

Co-Producer

Kettera Strategies

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. 

Registration

Investors

Investment Managers and Service Providers