There’s no alternative to experience.

Martin Beaulieu is Chairman & CEO of Altegris and a member of the firm’s Executive Office.

Beaulieu brings more than 34 years of financial services and investment industry experience to 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 Altegris, Martin serves as a board member with CircleBlack, an online financial data aggregation and empowerment platform for financial advisors, as well 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.

Karl Jaeger joined Artivest as Chief Financial Officer in May 2019. As an experienced CFO of private equity portfolio companies, Karl is deeply familiar with the operational demands of growth-stage fintech companies like Artivest. He has worked in the fintech industry, primarily at data and software companies, for more than 25 years.

Prior to Artivest, Karl was CFO of Strategic Insight, a provider of data, business intelligence, and information services to asset managers. While at Strategic Insight, he completed the acquisitions and integrations of BrightScope, Market Metrics, and Matrix Solutions. Karl was previously CFO of Fundtech, which delivers global payments solutions to banks, and CFO and Chief Operating Officer of Wall Street Systems. Earlier in his career, Karl spent 14 years with Thomson Financial, where he last served as Senior Vice President of Finance and Business Development.

Karl earned a Bachelor of Science in Accounting from St. John's University in New York.

Matt Osborne is the chief investment officer (CIO) of Altegris, 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.

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.

Kamal Jafarnia brings more than 25 years of experience as an attorney and compliance professional to his role with Altegris, 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 remain in full compliance through the capital raising and investor communications process.

Prior to joining Altegris, 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.

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.

Mandie Forman-Sklansky is the Head of Human Resources at Altegris, 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.