Performing Due Diligence On A Tactical Trading Manager
Wednesday, May 12, 2021 - 6pm GMT / 1pm Eastern / 12pm 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.
Peter Carney, Chief Operating Officer, Abbey Capital
Peter Carney is the Chief Operating Officer (“COO”) of Abbey Capital Limited (“Abbey Capital”) overseeing all operational aspects of the business. He is also Head of Operational Due Diligence and is a member of the Executive Management, Risk and Investment Committees.
Prior to taking the role of COO, Peter held the role of Chief Financial Officer at Abbey Capital for 13 years overseeing all Audit, Financial and Tax areas of the Abbey Capital group of companies and its funds. Peter qualified as a chartered accountant with KPMG and prior to joining Abbey Capital gained hedge fund industry experience in both Dublin and the Cayman Islands.
Peter completed an Executive Leadership program at Stanford Graduate School of Business. He holds a Bachelor of Commerce degree from University College Galway and is a Fellow of the Institute of Chartered Accountants.
Alex Craig, Partner, Aleph Commodities and Chief Investment Officer, Tiverton/Wineberry Family Office
Alexander Craig is currently Partner at Aleph Commodities in London, UK, an Energy Transition-focused commodities trading and investment company. He brings 18 years of experience in trading futures and options, and investing in hedge funds, commodities and real estate. Alex was formerly CEO & Portfolio Manager of Tiverton Trading, and remains CIO of the Tiverton/Wineberry family office. Alex is also Founding Partner of Omikron Partners and Liberty Street Partners, where he developed distressed real estate and infrastructure projects in Greece and NY State, respectively. Alexander is a graduate of University College London, UK, where he received both his B.A. and M.A. degrees.
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.
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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