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.
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.
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.
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.
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.