The Advisor

There may or may not be a group of RCM Alternatives team members that are fans of The Bachelor. Meaning, you wouldn’t be hard pressed to find conversations of the latest contestant to go home, or prediction on who will be the season’s winner on Tuesday mornings. And in honor of the fake national holiday that is The Bachelor season finale, we wanted to have a little fun with the advisors who help our clients structure portfolios day in and day out, bachelor-style. Similar to the TV show, we’ve profiled a few of our advisors, with an eye towards alternative-based background, giving you some insight into their investment brains.

*Note: Most of our advisors are not actual bachelors, but we’re glad they decided to play along.

Without further ado, meet the advisors of RCM Alternatives – competing to be the best for their respective clients.

 

 

 

 

 

 

 

Paul Rieger

 

Years in industry: 21 years

Favorite strategy type: Discretionary Ag.  Maybe it’s because I’ve watched these strategies the longest, or because of their ties to the first futures markets on grains, but there’s just something about the traditional supply/demand structure of agriculture markets that lends itself to careful analysis and asymmetric risk/reward payoffs when the manager’s thesis plays out correctly.

Words of “alternative” wisdom: Do not over-leverage a portfolio.

Where would you put your next million dollars: Global macro. The contrarian in me sees this strategy group bouncing right as most people are fed up with it.

Fun fact: Paul had a pet goose.

 

 

 

 

 

 

 

 

Jeff Eizenberg

 

Years in industry: 19 years

Favorite strategy type: Volatility arbitrage. I’ve been working closely with one of the first managers to trade the VIX futures as a main part of their strategy for the past several years, and the real time learning curve has been steep and rewarding. Nowhere else is the need for professional management of an asset quite so clear as in the volatility space, from what I’ve seen, and the desire of retail so great to play in that same space. That’s an opportunity in my opinion.

Words of “alternative” wisdom: Nothing about investing is easy – do your homework and invest for the long term.

Where would you put your next million dollars: A multi-manager systematic portfolio. The systematic guys have struggled as of late, but there’s too much talent to hold these guys down for too long, and a higher volatility regime paired with some directional movement in currencies or bonds could put them right back in the conversation.

Fun fact: Jeff has been skydiving and would do it again in a heartbeat.

 

 

 

 

 

 

 

 

Matt Bradbard

 

Years in industry: 18 years

Favorite strategy type: Niche strategies. There’s just something about a capacity constrained manager trading a lower volume market like Hogs where the biggest players can’t really put significant capital to work, that lends itself to alpha production in my opinion.

Words of “alternative” wisdom: Manage risk.

Where would you put your next million dollars: China. The markets there are like the directional, volatility laden commodity markets of the 80’s here, lending themselves to systematic trading.

Fun fact: Matt has an extensive dress sock collection.

 

 

 

 

 

 

 

 

Jake Bax

 

Years in industry: 3 years

Favorite strategy type: Short Term Systematic. Being newer to the industry, I’m not laden with the memories of trend following’s glory days, and think the ever faster pace of modern living lends itself to a faster paced style of trading, where trends last minutes to days instead of weeks.

Words of “alternative” wisdom: Continuously evaluate new technologies and seek alternative sources of alpha. The world is ever-evolving and so are the markets; make sure you’re staying in-step with the architects of today’s marketplace, and more importantly those of tomorrow.

Where would you put your next million dollars: Short Term Systematic. These guys aren’t just creating next generation algorithms to identify trading opportunities, many are also generating alpha via their trade execution, using algorithms to cut down on the number of times they cross the spread or take liquidity. That’s some next level stuff.

Fun fact: Jake is an avid sports fan (both player and spectator), including snowboarding and wake boarding, and is a big traveler and movie fanatic.

 

Unlike The Bachelor, you do not have to pick just one of our advisors. We often work as a team adding input and knowledge on the managers and strategy types we work closest with. Schedule a call today 855-726-0060.

Disclaimer
The performance data displayed herein is compiled from various sources, including BarclayHedge, and reports directly from the advisors. These performance figures should not be relied on independent of the individual advisor's disclosure document, which has important information regarding the method of calculation used, whether or not the performance includes proprietary results, and other important footnotes on the advisor's track record.

Benchmark index performance is for the constituents of that index only, and does not represent the entire universe of possible investments within that asset class. And further, that there can be limitations and biases to indices such as survivorship, self reporting, and instant history.

Managed futures accounts can subject to substantial charges for management and advisory fees. The numbers within this website include all such fees, but it may be necessary for those accounts that are subject to these charges to make substantial trading profits in the future to avoid depletion or exhaustion of their assets.

Investors interested in investing with a managed futures program (excepting those programs which are offered exclusively to qualified eligible persons as that term is defined by CFTC regulation 4.7) will be required to receive and sign off on a disclosure document in compliance with certain CFT rules The disclosure documents contains a complete description of the principal risk factors and each fee to be charged to your account by the CTA, as well as the composite performance of accounts under the CTA's management over at least the most recent five years. Investor interested in investing in any of the programs on this website are urged to carefully read these disclosure documents, including, but not limited to the performance information, before investing in any such programs.

Those investors who are qualified eligible persons as that term is defined by CFTC regulation 4.7 and interested in investing in a program exempt from having to provide a disclosure document and considered by the regulations to be sophisticated enough to understand the risks and be able to interpret the accuracy and completeness of any performance information on their own.

RCM receives a portion of the commodity brokerage commissions you pay in connection with your futures trading and/or a portion of the interest income (if any) earned on an account's assets. The listed manager may also pay RCM a portion of the fees they receive from accounts introduced to them by RCM.

See the full terms of use and risk disclaimer here.

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