Expert Profile
Over 20 years of experience in the alternative investment industry. Including 9 years at a $250 million wholly-owned Commodity Trading Advisor (CTA) subsidiary of Morgan Stanley. Provided research and risk management expertise on portfolio issues, product development, business strategy, developed systematic trading systems and a due diligence platform to test trading strategies. Published several times including a chapter in a new Wiley & Sons commodity book released in 2008. Currently providing research and consulting on alternative investments with a focus on managed futures. In 2011 became an Adjunct Professor teaching a managed futures course.
Shore Capital Management
Since May 2008
Research, Consulting and teaching in alternative investments with a special focus on managed futures
- OCTANE RESEARCH, INC., New York, NY 2007 - 2008
Head of Risk
- MORGAN STANLEY / VK CAPITAL INC., New York, NY 1997 - 2006
(Wholly owned Commodity Trading Advisor subsidiary of Morgan Stanley)
Vice President, Chief Operating Officer, Principal (2005-2006)
Vice President, Senior Research Analyst (1997-2004)
- UNIVERSITY OF CHICAGO, Center for Research in Security Prices (CRSP), Chicago, IL 1994 - 1996
Senior Research Associate
- ZANER & COMPANY, Chicago, IL 1993 Commodity Broker
- INDEPENDENT TRADER, Chicago, IL 1989 - 1993
- SHEARSON LEHMAN BROTHERS, Chicago, IL 1987 - 1989
Phone Clerk/Grain Analyst’s Assistant at the Chicago Board of Trade
University of Chicago, Graduate School of Business, Chicago, IL, 1998
M.B.A., Concentrations in Finance, Behavioral Science and Econometrics
Series 3 license
•“Introducing Alternative Investments in a Traditional Portfolio: The Case of Commodities, Hedge Funds, and Managed Futures”, The Handbook of Commodity Investing, Wiley & Sons ( June 2008)
•“Introduction to Risk Management”, Octane Oracle (February 2008)
•“Skewing Your Diversification”, Hedge Funds: Insights in Performance Measurement, Risk Analysis, and Portfolio Allocation, Wiley & Sons (Aug 2005)
•“Mental Notes” Behavioral Finance article for the Market Technician Association’s newsletter (Jan 2004)
•“Trading and Biases Don’t Mix”, Futures Magazine (July 2000)
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