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Steben Managed Futures Strategy Fund Class I (SKLIX)
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8.81
0.00
0.00%
24/01 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 51.18M
Steben Managed Futures Strategy I
8.81
0.00
0.00%
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SKLIX Overview
On this page you'll find an in-depth profile of Steben Managed Futures Strategy Fund Class I. Learn about the key management, total assets, investment strategy and contact information of SKLIX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Carl Serger | Chief Financial Officer | 2019 | 2020 |
| Biography | Carl Serger is Chief Financial Officer at Steben & Company. Mr. Serger earned a Bachelor’s degree in Business Administration from Old Dominion University in 1982. He acquired his CPA license in 1989, and a Technology Management Certification from the California Institute of Technology in 2007. Prior to joining Steben & Company, he served as Senior Vice President of Operations and Chief Financial Officer at Peracon, Inc., a financial technology company, from November 2007 to November 2009. Previously, Mr. Serger served as Senior Vice President and Chief Financial Officer at Ebix Inc., a financial technology company, and as Senior Vice President and Treasurer at Finetre Corporation, a financial technology company, from December 1999 to July 2007. He was a Certified Public Accountant from July 1989 to December 1999. | ||
| Kenneth E. Steben | President | 2014 | 2020 |
| Biography | Kenneth E. Steben is the President and Chief Executive Officer of Steben. Mr. Steben received his Bachelor’s Degree in Interdisciplinary Studies, with a concentration in Accounting in 1979 from Maharishi University of Management. Mr. Steben became a licensed stock and bond broker and a financial adviser in 1981. He holds his Series 3, 5, 7, 24, 63 and 65 FINRA licenses, and has been a CFTC listed Principal and registered as an Associated Person of Steben & Company since March 15, 1989. | ||
| John Dolfin | CIO (Chief Investment Officer) | 2014 | 2020 |
| Biography | John Dolfin is Chief Investment Officer at Steben & Company. Mr. Dolfin earned a Bachelor’s degree in Philosophy, Politics and Economics from Oxford University in 1993, and a Masters in Economics from Yale University in 1996. Previously, he served as Director and Head of Macro and CTA Strategies at Merrill Lynch Wealth Management, a financial advisory firm, from July 2006 to June 2010. More recently, he served as Managing Director in the Liquid Strategies Group at SAFANAD Inc., an investment management firm, from June 2010 to February 2011. From March to July 2011, he was engaged in various personal projects. Mr. Dolfin has been a CFA charter holder since 2005 and has been a CFTC listed Principal of Steben & Company since July 2, 2012. | ||
| Basak Akiska | Director | 2014 | 2019 |
| Biography | Basak Akiska is Director of Operational Due Diligence at Steben & Company. Ms. Akiska earned a Bachelor’s degree in Management from University of Massachusetts Amherst in 1999 and a Masters in Accounting from University of Virginia in 2000. Previously, she served as Senior Due Diligence Analyst at FRM/MAN Investments, a financial advisory firm, from June 2006 to February 2013. Prior to that, Ms. Akiska served as an Internal Audit Manager at XL Capital, and as an Audit Manager at Ernst & Young LLP., an independent public accounting firm. Ms. Akiska has acquired her CPA license in 2004 (currently inactive). | ||
| Chris Maxey | - | 2017 | 2018 |
| Biography | Chris Maxey is the Senior Portfolio Manager at Steben & Company. He joined the Firm in 2015. Chris began his career in financial markets in 2005, and has focused on due diligence and allocation to hedge funds and alternative strategies since 2008. Prior to joining Steben & Company, Chris served as Assistant Vice President at LPL Financial/Fortigent, Washington, DC, and as Portfolio Specialist at Trusco Capital Management, Washington, DC. He has authored a number of articles on alternative investments and is a frequent speaker on the topic, with an expertise in liquid alternatives. Chris earned his Bachelor’s degree in Business Administration from American University in 2005. Chris is also a CAIA charterholder and holds the Series 7 license. | ||
| Tina Paris | - | 2014 | 2016 |
| Biography | Tina is a portfolio manager at Principal Global Fixed Income. She is responsible for the management of multi-sector portfolios including core plus, opportunistic and liability driven strategies. Tina joined the firm in 2001 as a credit research associate before moving into her current position in 2004. She received an MBA with an emphasis in finance from the University of Iowa and a bachelor's degree in finance and economics from the University of Northern Iowa. Tina has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Iowa. | ||
| Timothy R. Warrick | Portfolio Manager | 2014 | 2016 |
| Biography | Timothy is a portfolio manager at Principal Global Fixed Income with responsibility for the corporate and U.S. multi-sector portfolios. He also serves as portfolio management team leader with responsibility for overseeing portfolio management functions for all total return fixed income products. As part of his portfolio management duties, Tim also oversees the corporate bond trading desk. Prior to his portfolio management responsibilities with the firm, Tim was a fixed income credit analyst. He joined the Principal Global Investors, LLC in 1990. Tim also spent two years with ReliaStar Investment Research, Inc., where he was responsible for multiple sectors, including asset-backed securities, corporate bonds, mezzanine debt and leveraged bank loans. Tim received an MBA in finance from Drake University and a bachelor’s degree in accounting and economics from Simpson College. He has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
| Tracy Reeg | Portfolio Manager | 2014 | 2016 |
| Biography | Tracy Reeg is a portfolio manager at the Principal Global Investors, LLC . She is involved in the portfolio management of money market portfolios and provides assistance with the research of money market products. In addition, she trades fixed income securities with a maturity of 13 months or less. Ms. Reeg joined the Subadviser in 1993 and began trading and portfolio management duties in 2001. She received a Bachelor’s degree in finance from the University of Northern Iowa. She is a member of the Life Office Management Association (LOMA) and is a Fellow of the Life Management Institute (FLMI). | ||
| Michael D. Bulley | - | 2014 | 2015 |
| Biography | Michael D. Bulley is Senior Vice President of Research and Risk Management, and a Director. He received his Bachelor’s degree in Electrical Engineering from the University of Wisconsin – Madison in 1980 and his Master’s in Business Administration with a concentration in Finance from Johns Hopkins University in 1998. Mr. Bulley is a CAIASM designee and Member of the Chartered Alternative Investment Analyst Association®. Mr. Bulley joined Steben & Company in November 2002, and holds Series 3, 7, 28 and 30 FINRA licenses. Mr. Bulley has been a CFTC listed Principal since February 11, 2003 and registered as an Associated Person of Steben & Company since January 18, 2003. | ||
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