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.
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.
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