- 20+ years’ experience building, managing, and marketing of alternative investment portfolios
- Distributed a Commodity Trading Advisor (CTA) fund in Hong Kong, Taiwan and China
- Raised over $100M for CTAs as a third-party marketer from family offices
- Structured and managed a $50m energy-only fund for a Swiss client
- Formed, managed and raised capital for a $400M concentrated fund of CTAs
- Developed the International Traders Research P40 index (later the Altegris 40 Index) which was an index of the 40 largest CTAs
- Managing Director at Stark Research, a prominent CTA database
- Director of Research for Man Financial managed accounts division with multiple billions in AUM
- Marketing Associate for $1B hedge fund based in New York
- Published articles and contributed to Financial Times, Institutional Investor, Stocks & Commodities and Stocks Futures & Options
- BA – University of Texas at Austin – Sociology and Business
- Series 3, 30
