The Altegris Research and Investments Group

Altegris Clearing Solutions is supported by the Altegris Research and Investments Group, a focused group of professionals within Altegris Advisors who provide ongoing alternative investments research, sourcing and evaluation support across all affiliated Altegris companies. This Research team works together through an intensive process to uncover what Altegris Clearing Solutions believes are best-of-breed managed futures managers to offer its client base.

Allen Cheng- Chief Investment Officer

Allen Cheng brings 20+ years of hedge fund and alternative investment experience to his role as Senior Vice President & Chief Investment Officer of Altegris Advisors where he is responsible for the Research and Investments Group. Prior to Altegris, Cheng served as Managing Director, Head of Fund of Funds Portfolio Management at Bank of America's Alternative Investment Group. His previous experience includes responsibility as Managing Director-Head of Research for Optima Fund Management; an investment advisory firm specializing in alternative investments.

Eric Bundonis, CFA- Co-Director, Research and Investments

Eric Bundonis serves as Vice President, Co-Director of Research and Investments for Altegris Advisors. Bundonis joined Altegris from 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.

Ryan Hart, CFA, CAIA- Co-Director, Research and Investments

Ryan Hart serves as Vice President, Co-Director of Research and Investments for Altegris Advisors. Hart joined Altegris from Wachovia Securities, where he served as Alternative Investment Strategist, responsible for analyzing and recommending alternative investments. In this role, Hart also advised the investment network on the best utilization of alternative investments in client portfolios.

Evan Akutagawa- Associate Vice President, Senior Research Analyst

Evan Akutagawa serves as a Senior Research Analyst at Altegris Advisors. Akutagawa joined Altegris from Rosehill Capital Management, LLC, where he served as Senior Operations & Finance Analyst, responsible for executing day-to-day operations, performing fund accounting, overseeing third-party annual audit and tax preparation, managing investor relations and generating investment trade ideas.

Marissa Gottlieb- Associate Vice President, Research Analyst

Marissa Gottlieb serves as a Research Analyst at Altegris Advisors. Gottlieb is responsible for helping to maintain the Altegris managed futures platform. Gottlieb joined Altegris from Cabrillo Advisors, LLC, a boutique investment bank and financial advisory services firm. In Gottlieb's previous role as a Financial Analyst, she conducted business valuations for clients and conducted company and market research.

Christine Ngo- Research Data Analyst

Christine Ngo serves as a Research Data Analyst at Altegris Advisors. Ngo is responsible for data related to approved and prospective managers.

1200 Prospect Street, Suite 400, La Jolla, California 92037
Toll Free: 800-828-5225 | Phone: 858-459-7040 | Fax: 858-456-9209 | acs@altegris.com

There are substantial risks and conflicts of interests associated with Managed Futures and commodities accounts, and you should only invest risk capital. The success of an investment is dependent upon the ability of a commodity trading advisor (CTA) to identify profitable investment opportunities and successfully trade. The identification of attractive trading opportunities is difficult, requires skill, and involves a significant degree of uncertainty. CTAs have total trading authority, and the use of a single CTA could mean a lack of diversification and higher risk. The high degree of leverage often obtainable in commodity trading can work against you as well as for you, and can lead to large losses as well as gains. Returns generated from a CTA’s trading, if any, may not adequately compensate you for the business and financial risks you assume. You can lose all or a substantial amount of your investment. If you use notional funding, you may lose more than your initial cash investment. Managed Futures and commodities accounts may be subject to substantial charges for management and advisory fees. It may be necessary for accounts that are subject to these charges to make substantial trading profits in order to avoid depletion or exhaustion of their assets. The disclosure document contains a complete description of each fee to be charged to your account by a CTA. CTAs may trade highly illiquid markets, or on foreign markets, and may not be able to close or offset positions immediately upon request. You may have market exposure even after the CTA has a request for closure or liquidation. PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.

Altegris Clearing Solutions, a registered introducing broker and CTA, and NFA member, introduces customer accounts to futures commission merchants, recommends a platform of futures trading programs and provides futures consulting services. Altegris Clearing Solutions and its affiliates (the Altegris Companies) are wholly owned subsidiaries of Genworth Financial, Inc. (NYSE: GNW). The Altegris Companies have a financial interest in the products they sponsor, advise and/or recommend, as applicable. Depending on the investment, the Altegris Companies and their affiliates and employees may receive sales commissions, a portion of management or incentive fees, investment advisory fees, 12b-1 fees or similar payment for distribution, a portion of commodity futures trading commissions, margin interest and other futures-related fee revenue, and/or advisory consulting fees.