There’s no alternative to experience.

James Waldinger is the founder and CEO of Artivest. Prior to forming Artivest, Waldinger was a portfolio manager with Clarium Capital, a large global macro hedge fund established in 2002 by Peter Thiel, co-founder and former CEO of PayPal. James also served as the lead analyst on Thiel’s initial Facebook investment in 2004. Prior to his positions with Clarium and Thiel, Waldinger worked with a variety of internet and technology startups in advisory, investment, and operational roles.

James received his JD and MBA degrees from Stanford University and his BA from Yale University. He is licensed to practice law in the state of New York and currently holds FINRA Series 3, 7, and 24 securities licenses. Waldinger is an active supporter of the performing arts and serves on the Gala Committee with the Williamstown Theatre Festival in Williamstown, Massachusetts.

Matt Osborne is the chief investment officer (CIO) of Artivest, a provider of premier alternative investment and technology solutions, where he oversees the firm’s 15-person investment research, product structuring, and portfolio strategy team.

Artivest completed its merger in 2018 with Altegris, an established alternative asset manager, which Mr. Osborne co-founded in 2002 and where he served as CIO. The Altegris family of private and public alternative funds has retained its name and now operates as the asset management division of Artivest.

Prior to founding Altegris in 2002, Osborne was the director of research for the managed investments division of Man Financial, with responsibility for manager selection and research. Previously, Matt had a 12-year career with a prominent family investment office in his native New Zealand. In his role as senior investment manager, Osborne was responsible for formulating investment policies and implementing a global asset allocation program that focused on alternative investments, including hedge funds, managed futures, private equity, and real assets.

Osborne has significant trading expertise in equities, fixed income, foreign currencies, global futures, and options, among other securities. Matt currently holds FINRA Series 3, 7, 24, and 63 licenses.

Over the past decade, Adrian has been creatively solving problems using technology. Most recently he was a Senior Software Developer at Bridgewater Associates and prior to that a Senior Systems Engineer at FactSet Research Systems.

Adrian is passionate about using technology to positively impact people's lives. He is very excited to be able to use his expertise in developing web applications to bring meaningful change to an industry. Adrian graduated from Rochester Institute of Technology with a BS in Computer Science.

Martin Beaulieu brings more than 34 years of financial services and investment industry experience to Artivest. As Executive Chairman, Mr. Beaulieu is responsible for the firm’s multichannel distribution efforts, investment product development, and its overall growth execution strategy. Prior to Artivest and Altegris completing their merger in June 2018, Martin served as Executive Chairman and CEO of Altegris.

From 2012 through 2015, Mr. Beaulieu was the Head of Retail iShares U.S. with BlackRock, the largest asset management firm in the world with $6.3 trillion under management. Martin’s primary responsibility with BlackRock was leading the iShares distribution team across all domestic retail channels. Previous to joining BlackRock, Mr. Beaulieu was Vice Chairman and Head of Global Distribution with MFS Investment Management, the ~$450 billion Boston-based investment management firm. Mr. Beaulieu earned his bachelor’s degree from Santa Clara University.

In addition to his role with Artivest, Martin serves as an advisory board member of two organizations: Strategic Insight, a New York-based financial data and business intelligence company that serves the asset management industry; and Vestigo Ventures, a venture capital firm headquartered in Cambridge, MA, which focuses its investments on early stage financial technology companies.

Eric Bundonis has served as Portfolio Manager and Director of Research and Sourcing since 2014. His responsibilities include portfolio management, manager sourcing, research, and due diligence across a wide variety of alternative strategies. Eric brings over 14 years of alternative investment experience. From February 2012 to November 2014, he served as Vice President, Co-director of Research and Investments of the adviser. From July 2009 to January 2012, he served as Vice President, Senior Research Analyst.

Prior to joining Artivest, Eric was an Associate at OneCapital Management Partners in New York. As a member of OneCapital's Investment Committee, he was responsible for identifying, selecting, and monitoring investments for multi-manager funds of hedge funds serving institutional and high-net-worth investors. Prior to joining OneCapital, Eric conducted due diligence on prospective and existing alternative investments at Auda Advisor Associates in New York.

Mr. Bundonis graduated from Middlebury College with a B.A. in history and received an M.B.A. with honors from the Wharton School of the University of Pennsylvania, where he majored in finance and management. He is also a Chartered Financial Analyst and a member of the New York Society of Security Analysts.

Mr. Chang is in charge of finance at Artivest, and he brings to the firm over a decade of experience in private fund management. Mr. Chang also serves as CEO, FINOP, and AML Compliance Officer of Artivest’s Broker-Dealer subsidiary.

Previously, Mr. Chang served as COO/CFO at both Monaco Asset Management and Forum Asset Management. He most recently oversaw finances and operations for Waypoint Asset Management, which spun out from Forum. Mr. Chang holds a BS in Biomedical Engineering and Political Science as well as an MS in Electrical Engineering, both from Yale.

He is also an alumnus of Harvard Business School via the PLD Executive Education program. Swan holds the Series 7, 24, 27, and 66 securities licenses.

Mandie Forman-Sklansky is the Head of Human Resources where she oversees the administration and coordination of all employee matters. Mandie is responsible for providing talent management, training and development, and for executing on the human resources strategy in support of firm operations.

Prior to joining the firm in 2015, Mandie practiced law in federal and state court for over 10 years in New York, New Jersey and Minnesota with a focus on complex commercial litigation and corporate transactions. Mandie is experienced in litigating Civil Rights Act claims and Americans with Disabilities Act claims from inception through to resolution. Mandie also has experience representing employees before the New York Department of Labor, Unemployment Insurance Appeal Board.

Mandie received a BS in Communications from Syracuse University, S.I. Newhouse School of Communications and her Juris Doctor degree from New York Law School. Mandie also holds a Professional in Human Resources (PHR) certification.

Emily has spent her career in financial services beginning with five years on the Equity Derivative sales desk at Goldman, Sachs & Co working with institutional clients. Emily then joined BBR Partners, one of the largest registered investment advisory firms in the country, where she served high net worth families with a focus on asset allocation and portfolio management.

Emily graduated summa cum laude from Duke University with a BA in Economics and received her MBA from Columbia Business School where she was a recipient of the Feldberg Fellowship and graduated with honors.

Kamal Jafarnia brings more than 25 years of experience as an attorney and compliance professional to his role with Artivest, having advised public and private companies—including alternative investment program sponsors—on complex securities offerings, regulatory and compliance issues, mergers and acquisitions, and corporate governance.

As General Counsel and Chief Compliance Officer, Mr. Jafarnia is responsible for ensuring that asset managers, wealth managers, financial advisors, and investor clients on the Artivest alternative investment platform remain in full compliance through the capital raising and investor communications process.

Prior to joining Artivest, Mr. Jafarnia held a multi-faceted role with W.P. Carey, a large diversified real estate asset manager and REIT. W.P. Carey is based in New York and has more than $23 billion in total assets under management (as of 06/30/18). Kamal served as Senior Vice President of W.P. Carey; Executive Vice President, Chief Compliance Officer, and General Counsel of Carey Financial; and Senior Vice President and Chief Compliance Officer of Carey Credit Advisors.

Previous to W.P. Carey, Mr. Jafarnia served as counsel in the REIT and securities practice at the international law firm of Greenberg Traurig, LLP in New York. He also counseled funds and broker-dealers as a member of the financial services and products practice group with Alston & Bird LLP in New York.

Earlier in his career, Kamal was an early-stage Partner with Franklin Square Capital Partners (now known as FS Investments), an alternative asset manager headquartered in Philadelphia with $24 billion in assets under management (as of 06/30/18). With Franklin Square, he served as Executive Vice President of Legal and Corporate Development and Chief Compliance Officer. Prior to Franklin Square, Mr. Jafarnia was Vice President and Chief Compliance Officer of the predecessor company to Provasi Capital Partners, an alternative investment sponsor and distributor based in Dallas, TX.

Mr. Jafarnia received his LLM in securities and financial regulation from Georgetown University Law Center, and graduated from Temple University School of Law with a Juris Doctor degree. He also holds his Bachelor of Arts degree in economics and government from the University of Texas at Austin.

Preeti brings more than 12 years of financial services experience with deep industry and product knowledge. As Head of Strategy, Preeti is responsible for firm-wide growth strategy, M&A, and transformational projects.

Preeti’s most recent position was as Vice President of Strategy at Salient Partners in San Francisco, CA, where she partnered with the President and Chief Strategy Officer to execute on firm-wide transformation across departments. During her tenure at Salient, Preeti teamed with management to determine ongoing strategic initiatives, develop growth strategies, and execute on strategic business investments and acquisitions. She managed key relationships and analyzed industry data and trends to support strategic plans for new and existing products. Prior to Salient, Preeti held positions with ReFlow Services, LLC, in San Francisco, CA, and with Ameriprise Financial in Minneapolis, MN.

Preeti holds an MBA with specialization in Strategy and Finance from Haas School of Business at the University of California, Berkeley.

Chris Maudlin brings 13 years of experience in comprehensive wealth management consulting to his role as the Head of Private Client Group. Chris has been with the firm for over 8 years, helping all types of clients integrate alternative investments into client portfolios.

Prior to joining Artivest, Chris worked in investment advisory roles at several companies, including Merrill Lynch and Morgan Stanley.

Chris received a BA in Communications from University of California, Davis, holds the designation of Chartered Alternative Investment Analyst (CAIA) and Series 7, 31 and 63 licenses.

Robert (Rob) Naka has more than 25 years of investment industry experience in the areas of operations, information technology, fund accounting and administrative services.

Prior to joining the Artivest, Rob served as Chief Operating Officer of Salient Partners in Houston, TX and Forward Management in San Francisco, CA, where he was responsible for overseeing the operational merger of the two firms. Additional prior roles have included Chief Operating Officer for Anew Capital Management LLC, in Scottsdale, AZ, and various roles encompassing the operational mergers of several asset management entities over 17 years at ING Funds (and Predecessors), eventually rising to the position of Executive VP & Chief Operating Officer.

Rob graduated from the University of California, San Diego with a BA in Economics and Political Science.

As the Head of Fund Operations, Beth Strong leads the ongoing development and management of operational capabilities. In her role, Beth directs investment reporting, client service, and back-office operations for all of the firm’s investment products. Her primary focus is building processes and support teams to facilitate the firm’s daily operational needs.

Since joining the investment industry in 2001, Beth has been exposed to all facets of a firm’s business lines and operations. Prior to joining in 2005, Beth served as Operations Manager for a boutique broker-dealer with a focus on private offerings.

Beth graduated from the University of San Diego with a BS in Economics and holds Series 3, 7, 24 and 66 licenses.

Joseph (Joe) has approximately 24 years of finance experience. For the past eight plus years, Joe was with Cohen & Steers in New York, NY. He began as regional vice president, Broker Dealer Channel, and was eventually promoted to senior vice president, National Sales Director, Wealth Management Consulting in 2014. In that role, Joe managed a 23-person internal and external sales team. Distribution responsibilities consisted of open-end funds, SMAs, and closed-end funds. Joe led the sales team to exceed sales targets in both 2015 and 2016.

Prior to joining Cohen & Steers, Joe held a prior position as regional vice president for Evergreen Investments, in Boston, MA, and numerous positions with J&W Seligman & Co. in New York, NY from 1998-2007. Joe began his career in finance as an Institutional Government Bond Broker with Cantor Fitzgerald L.L.P, in New York, NY.

Joe is a graduate of The College of the Holy Cross in Worcester MA, where he obtained a Bachelor of Arts in Psychology. Joe holds FINRA Series 7, 24, 63, and 65 licenses.

Stacie brings over 16 years of alternative investment experience in structuring alternative investment vehicles, legal, compliance and regulatory issues from both the business and legal perspective.

Prior to joining Artivest, Stacie spent over 5 years at UBS Wealth Management, where she was most recently an Executive Director of Product Development and Management. In this role she worked with several of the largest hedge fund and private equity managers in the world to bring their offerings onto the Alternative Investments platform. In addition, she was responsible for handling legal, regulatory and compliance issues on behalf of the business. Prior to UBS, she was Managing Director and General Counsel for Proctor Investment Managers, a private equity firm owned by the National Bank of Canada that made working capital investments in asset managers. Prior to Proctor Investment Managers, Stacie was a Vice President and Counsel to Credit Suisse Asset Managementʼs group hedge fund business. Stacie began her legal career at Kramer Levin Naftalis & Frankel where she helped to organize, structure and launch traditional hedge funds and registered hedge fund products.

Stacie has her JD from Benjamin N. Cardozo School of Law, her MA in International Political Economy and Development from Fordham University and her BA in International Relations from Trinity College, now Trinity Washington University.