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Axel Anderson Informational Interview Project. Altegris Alternative Investments Private Accounts Corporate Accounts Manage 3.36 billion in client assets.

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Presentation on theme: "Axel Anderson Informational Interview Project. Altegris Alternative Investments Private Accounts Corporate Accounts Manage 3.36 billion in client assets."— Presentation transcript:

1 Axel Anderson Informational Interview Project

2 Altegris Alternative Investments Private Accounts Corporate Accounts Manage 3.36 billion in client assets Located in La Jolla CA

3 How I got this contact Called the lobby of Altegris Put in contact with Holly Holly asked me to send some questions Put me in contact with best match for me Put in contact with VP, Nation Director

4 Todd Trusso BA, Political Science California State University, San Marcos. Managed financial services with Prudential Financial. VP, National Director of the private client sales team.

5 Day In The Life Come in 7:30-8:00 Check the market see if anything big happened Make phone calls to clients or people that will soon be clients Lunch (Surf) Meetings

6 Skills Required Dealing with people Good balance of numbers/people Diligent Works well in a team

7 Advise for me Decide what is important to me Get an internship dealing with people More important to be willing to learn than know everything

8 CMZ Investments Prop firm 30 Traders Market Maker

9 BID $100 How much they will buy the stock for ASK $150 How much they will sell the stock for

10 Matthew Cavanaugh Owner of CMZ Investments Degree in Economics from University of Oregon He trades and manages firm risk. He also appeared on several shows commenting on the market, such as First Business and CBOE- TV's "In the Money, with Angela Miles."

11 CAREER HISTORY Started working on the floor of the exchange at 14 Moved to John Stafford Trading Started CMZ Trading with a partner

12 Skills Required Working well with numbers and proportions Work well under stress Work well in a fast paced environment Living with Up’s and Down’s

13 This Project Was Very Worth While A lot of great advise Met very good contacts Got out of my comfort zone Today at 3:30


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