Chicago File: Natural Resources Investing Speakers: Stein

Chicago File: Natural Resources Investing Speakers: Stein (chicago-20060531-stein.pdf by Jon Stein)

Mr. Stein discusses "Combining Commodities Alpha and Beta", where he discusses combining passive and active exposure to commodities.

 

 

Mr. Jon Stein is the Chief Strategic Officer and co-CIO of AlphaMetrix, and is also a member of the firm.  Mr. Stein is responsible for operation of the Platform and Investment Committee of AlphaMetrix and for all product structuring and design. 

 

Mr. Stein’s 18 years in the financial services industry has been focused on investment management and trading, but also has included journalism and the practice of law.  Prior to joining AlphaMetrix in July 2005, he was the Chief Strategic Officer of Efficient Capital Management, a fund-of-funds manager and consultant specializing in managed futures and FX investments.  Among various accomplishments he created and launched Efficient’s suite of funds, including its core managed futures fund and its multi-manager FX fund.  He also served on that firm’s Senior Management Committee and served as Chairman of the Investment and Allocation Committee. He was also a partner and principal, and continues to serve in an advisory capacity.

 

Prior to Efficient, Mr. Stein was the Director of Strategic Development for, and General Counsel of, Rotella Capital Management, a trading advisory firm that went from $180 Million to $1.0 Billion under management during his tenure. He was also an income partner with the firm.  Before that, Mr. Stein practiced law with two law firms in Chicago, including Katten Muchin & Zavis, specializing in the formation of hedge funds, futures funds, and trading businesses as well as related litigation.

 

Mr. Stein served as a consultant to various industry firms and authored a text on foreign exchange trading, “Trading Currency Cross Rates”, published by John Wiley & Sons in 1993. Prior to the law, he served as the Senior Editor with Futures Magazine, from 1987 through 1990, after being trained to trade and make markets in options and futures with SwissBank-O’Connor in 1986 and 1987.  Mr. Stein has also authored articles on style selection in portfolio construction and on legal issues relating to the fund-of-funds business.

 

He holds a B.S. in Journalism from the University of Wisconsin, and a Juris Doctorate from Chicago Kent College of Law. Mr. Stein is a registered AP with AlphaMetrix.