Manchester Grand Hyatt
San Diego, CA
© 2014 Altegris.
The 2014 Strategic Investment Conference is presented by Altegris Advisors, LLC and Altegris Portfolio Management, Inc. (dba Altegris Funds), which advise or sponsor, as applicable, the various hedge funds, commodity pools and alternative strategy mutual funds accessible on the Altegris platform of alternative investments.
This and other notices and updates about the Conference will be communicated to our valued partners by affiliates of Altegris Advisors and Altegris Funds that distribute and/or recommend the alternative investment funds and managers accessible on the Altegris platform.
Altegris Advisors, LLC is an SEC-registered investment adviser, CFTC-registered commodity pool operator, commodity trading advisor, and NFA member that advises alternative strategy mutual funds that may pursue investment returns through a combination of managed futures, equities, fixed income and/or other investment strategies. Altegris Funds(SM) is a registered service mark and trade name ("dba") of Altegris Portfolio Management, Inc. Altegris Funds is registered with the Commodity Futures Trading Commission (CFTC) as a commodity pool operator, a member of the National Futures Association (NFA) and is an SEC-registered investment adviser. Altegris Funds sponsors privately offered commodity pools and hedge funds marketed under the Altegris Funds trade name.
The Altegris group of affiliated companies is wholly-owned and controlled by (i) private equity funds managed by Aquiline Capital Partners LLC and its affiliates (“Aquiline”), and by Genstar Capital Management, LLC and its affiliates (“Genstar”), and (ii) certain senior management of Altegris and other affiliates. Established in 2005, Aquiline focuses its investments exclusively in the financial services industry. Established in 1988, Genstar focuses its investment efforts across a variety of industries and sectors, including financial services. The Altegris companies include Altegris Investments, Altegris Advisors, Altegris Funds, and Altegris Clearing Solutions.
John Mauldin is the Chairman of Mauldin Economics. He is also the President of Millennium Wave Advisors, LLC (MWA), an investment advisory firm registered with multiple states. John Mauldin is a registered representative of Millennium Wave Securities, LLC, (MWS), a FINRA member firm. MWS is also a Commodity Pool Operator and a Commodity Trading Advisor (CTA) registered with the CFTC, as well as an Introducing Broker. Millennium Wave Investments is a dba of MWA LLC and MWS LLC. Altegris pays MWS 1/3 of its securities-related revenue earned as a selling agent for hedge funds and commodity pools sold to investors who were referred by MWS. Additionally, Altegris pays MWS up to 1/3 of its commodity brokerage commission and interest income revenue earned from managed futures accounts of customers who were referred by MWS. Altegris may in some circumstances also pay MWS a finder’s fee or similar compensation on sales of certain products the managers of which were introduced to Altegris by MWS. Any views expressed herein are provided for information purposes only and should not be construed in any way as an offer, an endorsement, or inducement to invest with any CTA, fund, or program mentioned here or elsewhere. Before seeking any advisory services or making an investment in a fund, investors must read and examine thoroughly the respective disclosure document or offering memorandum. Mr. Mauldin may participate in the marketing of certain hedge funds, commodity pools or managed futures trading programs of CTAs recommended by Altegris. As such, Mr. Mauldin has an incentive to only market or discuss products for which he receives compensation for referrals.
Hedge funds, commodity pools and other alternative investments involve a high degree of risk and can be illiquid due to restrictions on transfer and lack of a secondary trading market. They can be highly leveraged, speculative and volatile, and an investor could lose all or a substantial amount of an investment. Alternative investments may lack transparency as to share price, valuation and portfolio holdings and are often subject to substantial charges for management and advisory fees. Complex tax structures often result in delayed tax reporting. Compared to mutual funds, hedge funds and commodity pools are subject to less regulation and often charge higher fees. Mutual funds involve risk including possible loss of principal. Alternative investment managers typically exercise broad investment discretion and may apply similar strategies across multiple investment vehicles, resulting in less diversification. Trading may occur outside the United States which may pose greater risks than trading on U.S. exchanges and in U.S. markets. PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.