Axel Anderson Informational Interview Project. Altegris Alternative Investments Private Accounts...
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Transcript of Axel Anderson Informational Interview Project. Altegris Alternative Investments Private Accounts...
Axel Anderson
Informational Interview Project
Altegris
• Alternative Investments• Private Accounts• Corporate Accounts• Manage 3.36 billion in client
assets• Located in La Jolla CA
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
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.
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
Skills Required
• Dealing with people• Good balance of numbers/people• Diligent • Works well in a team
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
CMZ Investments
• Prop firm• 30 Traders• Market Maker
Market Maker
BID$100
How much they will buy the stock for
ASK$150
How much they will sell the stock for
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."
CAREER HISTORY
• Started working on the floor of the exchange at 14
• Moved to John Stafford Trading • Started CMZ Trading with a partner
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
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