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Jeffrey Pearl - Founder of Managed Investments
Marlee-Jo Jacobson is the founder of Sanctity Capital Management and SafeMoneyMetrics™. Marlee-Jo is second generation in futures. Jacobson Commodities Inc. was a clearing member firm of the NYMEX. MJ’s education was in hedging, capital management and she was an active trading member of the New York Mercantile Exchange through 1980 & non-trading member until 1988. From 1970 until 1980 she designed hedge strategies & managed discretionary accounts. From 1980 to 1984 Ms. Jacobson was an account executive at Merrill Lynch specializing in clearing services for Commodity Trading Advisors, Pool Operators and Broker-Dealers building key accounts of over $5 million. From 1984 until 1992 she founded Phoenix Futures Inc, specializing in managed futures. From 1992 until 1996 she recuperated from back surgery and severe health issues. It was during this time that the foundation for Sanctity began to emerge. Marlee-Jo attended the New York Institute of Finance, New York University and the Institute of Neurolinguistic Programming.
Value - Ms. Jacobson is founder of SafeMoneyMetrics™. She is responsible for all business development, General Partner activities and for Sanctity as Trading Manager on accounts under $5M. She also co-develops strategies for SafeMoneyMetrics™ for industry professionals.
Sol Waksman is the founder of Barclay Trading Group. The Barclay Group is dedicated to serving institutional clients worldwide in the field of hedge fund and managed futures performance measurement and portfolio management. Founded in 1985, the Barclay Group consists of a team of research specialists and investment managers experienced in alternative investments as well as the traditional capital markets. A critical factor behind Barclay's success - both in its research and consulting roles - has been the Barclay Alternative Investment Database. This computerized database tracks and analyzes the performance of approximately 2,000 hedge fund and managed futures investment programs worldwide. Based on fifteen years of experience in data collection, research and consulting services, Barclay has established long-standing relationships with many of these managers. These relationships have proven themselves to be of great value to consulting and portfolio management clients. The Barclay CTA Index is utilized worldwide by financial media and investment consultants as performance benchmarks for the managed futures industry.
Value -Trading
Manager on accounts of $5M and up. Consultant to Sanctity as Trading Manager
and CPO on accounts of $ 5M or less . All strategies integrate SafeMoneyMetrics™
Kevin Dowd - Kevin is co-founder of PensionMetrics. Professor of Financial Risk Management at Nottingham, School of Business in England and Author of ‘Beyond Value at Risk’’ published by John Wiley in 1998. From October 1997 to August 2000 he was Professor of Economics at the University of Sheffield, and previous to that held posts at Sheffield Hallam University (1993-97), the University of Nottingham (1988-93), and the University of Sheffield (1986-86). He started off as a policy analyst at the Ontario Economic Council in Toronto whilst working on his PhD at the University of Western Ontario. Kevin authored and edited numerous publications on economics and risk management and is currently under contract with John Wiley to complete two more books on risk measurement and management.
Value
-Kevin
integrates proprietary mathematical decision rules for at the trading,
correlation, allocation, reallocation, portfolio evaluation and monitoring
stages of asset management.
Christian Ramsey:
founder of www.AdvisorPage.Com
, a web business dedicated to tracking resources and developments within
the financial services industry. He is a licensed Securities Broker and
has functioned as a wholesale distributor and financial services webmaster
for two years while attached to one of the largest Independent RIA's in
the Sacramento Valley region of California.
Value - Mr. Ramsey is responsible for reaching The Financial Advisor
Community with SafeMoneyMetrics™.
He is also a marketing partner of SafeMoneyMetrics ™ and will be responsible
for technology development and electronic marketing.
Joseph J.
Mazza President / co-founder Compliance
Supervisors Inc. Mr. Mazza Graduated New York University with a degree
in accounting and Pace University with a Masters Degree in Business Administration,
concentrating in Taxation. As a CPA Mr. Mazza passed the Series
3, Futures Examination and the Series 65, Uniform Investment Adviser Law
Examination. Mr. Mazza worked at National Futures Association for
5 years as an in-charge auditor. He held positions in regulatory
accounting for ED&F Man International, tax consulting at Spicer &
Oppenheim and compliance at Prudential Investments. CSI began October
1994.
Robert P. DeMuria Vice-President
/co-founder Compliance Supervisors Inc. Mr. DeMuria graduated Pace University
with a degree in Accounting. Robert manages trading performance
presentations in accordance with standards established by the Association
of Investment Management and Research ("AIMR"). Trained
a staff of over 300 people at Prudential regarding internal
controls. Mr. DeMuria worked at National Futures Association for 6 years
as a senior auditor. He was employed at Prudential Insurance as an investment
auditor and worked at Prudential Investments, the 7th largest money manager
in North America, in the mutual funds group. He co-founded CSI in October
1994.
Value: Partnership accounting and billing. Advisor due diligence