Financial Alternatives

Presented by Mike Belotz, Simon Clark, and Chad Meyer, all Principals, Tecumseh Alternatives

This presentation will summarize the alternative investment space and provide specific strategies that are uncorrelated to other markets or asset classes. Then concrete examples of a few different strategies will be provided and the reasons why they perform regardless of how equity or bond markets are doing.

You will learn:

What alternative assets are
Types of assets and strategies that generate returns regardless of market conditions
How alternative assets fit into a portfolio and both the positives and issues involved with alternative assets
Meeting Details:

Date: Saturday, May 21, 2022

Time: 10:00 a.m. EDT (doors open at 9 a.m.)

Location: Cary Senior Center, 120 Maury O'Dell Pl, Cary, NC 27513

Virtual access:
To register to attend the Zoom webinar, please purchase a ticket on our chapter's Square account

Cost: $7 cash (in-person) or electronic payment (webinar)

Before attending in person, please read:

the AAII COVID Protocol for In-Person Meetings
the In-Person Attendee Acknowledgement
Because of high and rising COVID cases, we ask you to wear a mask during the entire meeting.

If you have COVID-like symptoms, please join us using our webinar.

BIOS:

Michael Belotz has 20 years of hedge fund portfolio management and research experience covering all investment sectors. This followed a career on the sell side of the derivatives of equities and commodities. He was a floor trader in equity options on the American Stock Exchange. Later he specialized in commodity derivatives for Chase, Societe Generale and Kidder Peabodys. He was a risk management professional during the initial deregulation of the US electricity market for a major utility. Currently, he is a Principal with Tecumseh Alternatives where he is involved with sourcing and due diligence of new strategies along with working on all aspects of the business. He was the Head of Research and Risk Management at Lanx Management, a Fund of Hedge Funds. Mike has his MBA from The Wharton School and a BS in business from the University of California, Berkeley.

Simon Clark is a seasoned wealth management professional who has held leadership positions in the United States, Europe, Asia and South America over the past 40 years.
He has been consistently engaged in the creation and management of wealth for individuals and families, either as head of notable national and international private banks, or as a partner in private enterprises catering to UHNW communities and Family Offices.

Before co-founding Tecumseh Alternatives, Chad Meyer was most recently President and co-founder of HedgeACT, an investable platform of non-correlated alternative investments. Chad helped found the firm in 2013 and grew it to 11 hedge funds, more than $100 million in assets, and $1 million in recurring revenue.
Prior to HedgeACT, he founded BridgePortfolio.com, which was an industry-leader in providing outsourced back-office services. Utilizing proprietary technology, BridgePortfolio.com greatly improves the efficiency and transparency of hundreds of registered investment advisors, across several billion dollars in managed assets. Chad sold BridgePortfolio to a larger financial services company in Chicago in 2011.
Chad graduated Magna Cum Laude with a BA in Economics from Cornell University, where he played varsity tennis, and also holds a law degree from the University of Pennsylvania, and an MBA from
the University of Chicago.

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