The concept of volatility as an asset class has been around for decades. Long and short volatility strategies to hedge and/or enhance portfolio returns have been used since the 1970s. Over the last fifteen years, investor interest in long/short volatility strategies as a stand-alone asset class has increased substantially. More recently, the explosion of volatility-linked index products is witness to the continued growing investor demand for exposure to this new asset class.
Alpha Z Futures Fund, LLC is an alternative investment fund formed to trade in equity index futures and options.
John Michael Connor, Sr. Associated Person/Principal has over 30 years’ experience in the commodity markets beginning as a principal of a commodity trading advisor in June 1980. From 1982 to 1989, he was a registered floor broker and member of the Chicago Mercantile exchange handling trading for customer accounts and proprietary accounts of several CME clearing firms. He has produced market letters and market price information primarily oriented towards professional traders. Since February 2012, he has been an associated person of Cunningham Commodities, LLC, a futures commission merchant. Mr. Connor has made frequent guest appearances on several television and radio financial talk shows and conducted trading seminars and workshops. A 1971 graduate of Indiana State University, Mr. Connor had a career as a journalist, working on a financial desk and as a general assignment reporter for major metropolitan newspapers.
William D Anthony, Counsel Manager is a Chicago lawyer with over 30 years’ experience, including representing business and individuals in corporate transactions, regulatory compliance, and litigation in securities, futures, intellectual property and a variety of commercial cases. Bill has represented securities and commodity investors, brokerage firms and financial advisors in investor lawsuits and has represented bankruptcy trustees in adversary cases. He has also represented investors and financial institutions in real estate property tax matters and investment funds in tax deeds.
Mr. Anthony began his career in 1980 with the Commodity Futures Trading Commission in Washington, DC, then the National Futures Association in Chicago and has been a principal of proprietary trading companies in equities, futures and foreign exchange. Mr. Anthony has a B.S. (Economics) from the University of Illinois-Urbana-Champaign, and J.D. (Law) and M.A., (economics) and M.A., (public policy and administration) at the University of Wisconsin-Madison.
Mr. Andrew Haleen executes the revamped Modified Program for the Advisor. Mr. Haleen began managing client assets on a proprietary basis in 2005 through Keystone Capital Management which ran a delta-hedged short-gamma index option strategy. Since that time, he founded AP Futures, a volatility-focused CTA; co-founded Capital Edge Advisors, a volatility-focused hedge fund; managed institutional client relationships from the High Yield Credit Sales & Trading desk of BNP Paribas in New York; and served Ultra High Net Worth Clients within the Citi Family Office in Los Angeles with a focus on structured option strategies. Mr. Haleen earned his MBA at The University of Chicago Booth School of Business where he graduated with Honors and earned concentrations in Analytic Finance as well as Econometrics & Statistics. In terms of trading philosophy, Mr. Haleen believes that the market and volatility market in particular shifts between different environments where different return drivers and risk management techniques go in and out of favor.