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First Trust Multi-strategy Fund Class A Shares (0P0000VE53)
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24.030
+0.060
+0.25%
24/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 22.92M
Vivaldi Multi-Strategy Fund Class A
24.030
+0.060
+0.25%
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0P0000VE53 Overview
On this page you'll find an in-depth profile of First Trust Multi-strategy Fund Class A Shares. Learn about the key management, total assets, investment strategy and contact information of 0P0000VE53 among other information.
Contact Information
Address
120 E. Liberty Drive, Suite 400
Wheaton,IL 60187
United States
Wheaton,IL 60187
United States
Phone
+1 8006211675
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Howard Rubin | Portfolio Manager | 2024 | Now |
| Biography | Mr. Rubin has over twenty years of experience as a portfolio manager. Mr. Rubin joined Cboe Vest in 2017. Prior to joining Cboe Vest, Mr. Rubin served as Director of Portfolio Management at ProShares Advisors LLC from December 2007 to September 2013. Mr. Rubin also served as Senior Portfolio Manager of ProFund Advisors LLC from November 2004 to December 2007 and Portfolio Manager of ProFund Advisors LLC from April 2000 through November 2004. Mr. Rubin holds the Chartered Financial Analyst (CFA) designation. Mr. Rubin received a master’s degree in Finance from George Washington University. He also holds a bachelor’s degree in economics from Wharton School of Finance, University of Pennsylvania. | ||
| Karan Sood | - | 2024 | Now |
| Biography | Mr. Sood has over fifteen years of experience in derivative based investment strategy design and trading. Mr. Sood founded Vest in 2012. Prior to Vest, Mr. Sood worked at ProShares Advisors LLC. Prior to ProShares, Mr. Sood worked as a Vice President at Barclays Capital. Last based in New York, he was responsible for using derivatives to design structured investment strategies and solutions for the firm’s clients in the Americas. Prior to his role in New York, Mr. Sood worked in similar capacity in London with Barclays Capital’s European clients. | ||
| Angie K. Long | CIO (Chief Investment Officer) | 2023 | Now |
| Biography | Ms. Long has been the Chief Investment Officer of Palmer Square since February 2011. She has key responsibilities for all investment-related activities with a particular focus on portfolio construction and risk management. Prior to joining Palmer Square, Ms. Long worked for J.P. Morgan Chase & Co. in New York from 1998 to 2011. There, she held a variety of management and trading roles, including Deputy Head of Credit Trading for North America, Head of High Yield Trading, and Head of Credit Derivatives Trading. She has been a trader and investor within many products and strategies including high yield bonds, high yield credit derivatives, distressed debt, capital structure arbitrage and structured credit. Among other career achievements, Ms. Long is credited with creating the High Yield Debt Index, the first liquid credit trading index. She was named a managing director of J.P. Morgan Chase & Co. at age 29. She was responsible for building J.P. Morgan’s High Yield Credit Derivatives business and Credit Options business. She received an AB degree in Economics from Princeton University in 1997 and is a CFA® charterholder. | ||
| Taylor R Moore | Executive Director | 2023 | Now |
| Biography | Mr. Moore is Executive Director, Portfolio Manager and Head of Structured Credit Trading at Palmer Square. Mr. Moore joined Palmer Square in 2013. Prior to joining Palmer Square, Taylor worked at JPMorgan Chase & Co. in New York and Delaware. Mr. Moore was an integral part of the firm’s North American foreign exchange business serving as Associate Product Controller. Mr. Moore played a key role in all financial operations and management of JPMorgan’s Forward and Spot foreign exchange trading desks. He began his career at JPMorgan as part of the firm’s Corporate Development Program, a two-year selective leadership development program. Prior to JPMorgan Chase & Co., Mr. Moore worked at Frontier Investment Bank, a boutique investment bank based out of Kansas City. Mr. Moore received a BA in Economics from Cornell University and is a CFA® charterholder. | ||
| Daniel Lancz | Portfolio Manager | 2015 | Now |
| Biography | Mr. Lancz has served as Portfolio Manager for Vivaldi Asset Management since November 2014. Prior to joining Vivaldi, Mr. Lancz was the Chief Compliance Officer, Director of Research and Member of the General Partner of Glenfinnen Capital LLC since 2003. Mr. Lancz was also the Director of Research at Augusta Capital Management L.P. from 2000 until 2003. Mr. Lancz received a Bachelor of Science degree from Miami University. | ||
| Brian Murphy | Director | 2015 | Now |
| Biography | Mr. Brian Murphy serves as Portfolio Manager at Vivaldi Capital Management. Brian joined Vivaldi as a Senior Research Analyst on the investment team with a particular focus on Vivaldi's alternatives portfolios. Brian is responsible for all aspects of the investment process, including investment sourcing, evaluation, and monitoring. He is also a member of the firm's investment committee. Brian has eight years of alternatives investment experience at both multi-manager and single strategy hedge funds, with a particularly deep background in long/short equity and derivatives trading strategies. Prior to joining Vivaldi, Brian was a Director for Voyager Management, a fund of hedge funds firm. He received his B.S. in Finance from Miami University in Oxford, OH. | ||
| Michael Peck | President | 2014 | Now |
| Biography | Michael Peck is President and Co-Chief Investment Officer and responsible for all portfolio management as well as creating and implementing the strategic vision of the firm. Prior to Vivaldi, Michael was a Portfolio Manager at Coe Capital Management, a Chicago-based registered investment adviser and also a Financial Analyst and Risk Manager for Bond Companies. Michael graduated from Lehigh University with a Bachelor of Science in Accounting. He also holds a Masters in Finance and a Master’s in Business Administration in both Finance & Real Estate from DePaul University and is a Chartered Financial Analyst (CFA) charter holder. | ||
| Sean E. Heron | Portfolio Manager | 2022 | 2024 |
| Biography | Sean E. Heron, CFA, is a Portfolio Manager, Options & Derivatives, for The Glenmede Trust Company, N.A. (GTC) and a Portfolio Manager for Glenmede Investment Management LP (GIM), an affiliate of GTC. Sean manages the secured options products and leads a team responsible for providing clients with options and some alternative strategies. Mr. Heron began his career with Goldman Sachs. In 2003, he left the firm to help former Goldman Sachs Managing Director Thomas McGowan launch McGowan Investors, LP. Mr. Heron graduated from LaSalle University with a B.A. in Finance and an M.B.A in Accounting. He received his Chartered Financial Analysts designation® in 2004. Mr. Heron is a board member of the CFA Society of Philadelphia and serves as an instructor for the CFA Exam and as an Adjunct Professor at Rutgers University. | ||
| Stacey Gilbert | - | 2022 | 2024 |
| Biography | Stacey Gilbert is Chief Investment Officer of Glenmede Investment Management LP (GIM) and co-portfolio manager of Derivatives. Ms. Gilbert oversees portfolio management, research and trading operations, and shapes investment strategy and implementation. Prior to joining Glenmede, Ms. Gilbert served as the Head of Derivative Strategy at Susquehanna Financial Group. In this role, she led a team responsible for providing market commentary, actionable ideas and trading strategies driven by catalyst events, breaking news, and sector analysis. During her more than two decades at Susquehanna, she held several leadership positions, including key senior positions on the trading desk and the American Stock Exchange, trading both options and ETFs. Ms. Gilbert also led the company’s Education department. Ms. Gilbert earned a Bachelor of Arts degree in mathematics and a minor in economics from Dartmouth College. | ||
| Clayton Triick | Portfolio Manager | 2022 | 2023 |
| Biography | Clayton is a Senior Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the High Yield Opportunities Fund, the Multi-Strategy Income Fund, the Strategic Credit Fund, the Total Return Bond Fund, UltraShort Income Fund, and the Multi-Strategy Income UCITS Fund. He is also a Portfolio Manager of two ETFs, the Income ETF and the UltraShort Income ETF. Clayton is head of the asset-backed securities strategy team and focuses on interest rate risk management across Angel Oak’s mutual funds, ETFs, and separately managed accounts. He is a voting member of the firm’s public funds Investment Committee and is the Lead Portfolio Manager for the UltraShort Income Fund and the UltraShort Income ETF. Clayton has been in the investment management industry since 2008 and has experience across multiple sectors of fixed income. Prior to joining Angel Oak, he worked for YieldQuest Advisors, where he was a member of the investment committee focusing on the interest rate risk, currency risk, and commodity exposures of the portfolios alongside directly managing the closed-end fund allocations within the portfolios and individual accounts. Clayton holds a B.B.A. degree in Finance from the Farmer School of Business at Miami University in Oxford, Ohio and holds the Chartered Financial Analyst (CFA®) designation. | ||
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