Busting The Myths About Tactical Trading Strategies
Wednesday, May 26, 2021 - Online: 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.
Jim Neumann, Partner, Chief Investment Officer, Sussex Partners
Mr. Neumann is Chief Investment Officer at Sussex Partners.
Prior to Sussex, Mr. Neumann was Founder & Managing Partner of BN Capital, a structured credit alternative asset manager. As part of that effort Mr. Neumann was also a Board Member, Head of Capital Markets, and Principal at Vendor Assistance Program, a FinTech firm providing funding to vendors getting paid late by US government entities (beginning with Illinois).
Mr. Neumann ran North Fork Capital, a hedge fund advisory firm after leaving Ramius Capital. At Ramius, Mr. Neumann was Managing Director and Co-Head of Investments at Ramius Alternative Solutions LLC, which began as a joint venture between Ramius Capital Group and Unicredit / Hypovereinsbank (HVB). At Ramius he served on the Investment Management Committee and was also responsible for underlying manager selection, due diligence, and portfolio and risk management activities. Additionally, Mr. Neumann was responsible for major institutional client relationships including a $1 Billion co-managed fund with Unicredit / HVB.
Prior to the joint partnership, he was Managing Director, CEO and CIO at HVB Alternative Advisors with similar duties, working on both the buy and sell sides of the securities industry for fifteen years, primarily in fixed income trading / portfolio management. Prior to HVB Mr. Neumann, was a Portfolio Manager and Trader for Aubrey G. Lanston & Co. for six years, prior to which he was Vice President at BNY Mellon for six years. Mr. Neumann holds a B.S. from Providence College, Rhode Island, and an M.B.A in Finance from Fordham University, New York.
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.
NilssonHedge provides a free CTA/Managed Futures and Hedge Fund database. The majority of the database covers CTA or Managed Futures Managers, using a variety of styles and strategies. In addition, NilssonHedge offers supplemental coverage of a number of Long/Short Equity Managers, Fixed Income Strategies and Multi-Strategy hedge funds. The database is expanding continuously.
ADM Investor Services has been a leader in the futures industry for over 50 years. We provide clients with unparalleled clearing and execution services around the globe and around the clock. The futures industry is fast paced and technical, but it is also personal. Service is paramount and surrounds everything we do. Integrity is the ruler by which every business decision is measured at ADM Investor Services. We are a wholly owned subsidiary of the Archer Daniels Midland Company, a Fortune 50 firm. This, together with our strong balance sheet, provides the financial stability and assurance required by institutional, commercial and high net worth investors. Learn more about us at www.admis.com.
Backed by industry expertise, robust infrastructure and a steadfast commitment to customer service, as part of ADM Investor Services, the Institutional Prime Services Team provides a client-first approach. We deliver expert execution, clearing and flexible world class technology solutions to institutional investors worldwide on all major exchanges. The Team is a “One Stop Shop” for Commodity Trading Advisors and the Institutional Investors allocating to these strategies. By identifying new talent, we help investors meet managers early while simultaneously helping quality managers raise AUM through a tailored approach leveraging our diverse network of strategic investor relationships.
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