The Altegris Investment Committee is currently comprised of six senior investment professionals from various affiliates of the Altegris group of companies.

In its search for unique investment opportunities, the Committee continually performs a top-down strategy assessment of the alternative universe, taking into consideration the macroeconomic landscape as well as market fundamentals. As part of its manager selection process, the Committee also reviews bottom-up manager research conducted by the Research and Investments team.

The Committee is responsible for the approval and ongoing review of all investment managers on the Altegris Fund Platform.

Jon Sundt - President & CEO, Altegris

Jon Sundt has more than 25 years of experience in the alternative investment industry. He founded the Altegris Companies and is President and CEO of Altegris Investments, Altegris Advisors, and Altegris Funds. Jon is a member of the Altegris Investment Committee as well as a co-portfolio manager of the company’s family of mutual funds, including the Altegris Managed Futures Strategy Fund (MFTAX) and the Altegris Macro Strategy Fund (MCRAX).

Jon began his career as an options trader in 1986. Prior to founding Altegris, Jon served six years as Director of Managed Accounts and Senior Vice President of the Managed Investments Division of Man Financial, a subsidiary of the Man Group – the world’s largest hedge fund provider, based in London and listed on the FTSE 100. An expert in managed futures and alternative investment strategies, Jon is widely quoted by leading financial media and a variety of industry publications.

In his leadership role for the Altegris group of companies, Jon also champions the development of leading-edge productivity tools for professional and individual investors, applying the skills he gained while studying computer science and economics at the University of California, San Diego.

Jon is an active member of the Young Presidents' Organization (YPO) and Vistage International. He is also the Founder and President of the Sundt Memorial Foundation, a nonprofit organization committed to preventing substance abuse among today’s youth. Jon actively participates in the Vistage Chief Executive Coaching Program, a program designed to enable business leaders to gain fresh perspectives, test ideas, overcome obstacles and seize opportunities to generate results.

Matt Osborne - Executive Vice President, Director, Altegris Funds

Matt Osborne has more than 22 years of international business and financial market experience. As the Executive Vice President and Managing Director of Altegris Advisors, and a Director of Altegris Funds, Matt is responsible for Strategic Initiatives. He is a member of the Altegris Investment Committee, responsible for qualification, approval and on-going review of all investment strategies and managers on the Altegris platform. Matt is also a co-portfolio manager of the company’s family of mutual funds, including the Altegris Managed Futures Strategy Fund (MFTAX) and the Altegris Macro Strategy Fund (MCRAX). Prior to Altegris, Matt was Director of Research for the Managed Investments Division of Man Financial.

Matt had a 12-year career with a preeminent family office in his native New Zealand. In his role as Investment Manager, he was responsible for formulating investment policies and implementing a global asset allocation program that specialized in alternative investment strategies such as hedge funds and Managed Futures. He also gained significant trading expertise in foreign currencies, stocks, fixed income, global futures and options.

Matt actively participates in the Vistage Key Executives Business Coaching Program, a 14,500+ member organization that serves as the world’s foremost executive leadership association.

Dick Pfister, CAIA® - Executive Vice President, Managing Director, Altegris Investments

Dick Pfister has over 17 years of alternative investment experience. He is an Executive Vice President, Managing Director of Altegris Investments, where he leads global sales and client services. Dick is also a Director of the Altegris Funds and is a member of the Altegris Investment Committee.

Dick began his career on the floor of the Chicago Mercantile Exchange as a technical analyst and trader. After trading in the currency and stock index futures markets for several years, he managed the Global Macro CTA Trade Desk for Dean Witter Reynolds.

Later, he joined Man Financial, leading the growth of International Traders Research Inc. (now a member of the Altegris companies) to its preeminent role of providing dedicated Managed Futures data services. In June 1998, Dick was appointed Institutional Research Executive at the Man Financial Managed Investments Division, a role he held until joining Altegris in 2002.

Dick is an inaugural member of the Chartered Alternative Investment Association and earned the first-ever Chartered Alternative Investments Analyst (CAIA) designation in September 2003. The CAIA is a specific designation that distinguishes individuals who are best qualified in dealing with alternative investments.

Dick actively participates in the Vistage Key Executives Business Coaching Program, a 14,500+ member organization that serves as the world’s foremost executive leadership association.

Dick holds a B.S. in Business Administration with a concentration in Finance from the University of San Diego.

Bob Amedeo - Executive Vice President, Director, Altegris Funds

Robert Amedeo has over 30 years of legal expertise in the financial services industry. As the Executive Vice President and Managing Director of Altegris Advisors, and a Director of Altegris Funds, Bob is responsible for Business Development.

Bob began his legal career at the Securities and Exchange Commission. He subsequently joined a Chicago law firm where he specialized in securities and commodity law. After withdrawing from the firm as a partner in 1985, he remained “Of Counsel” until 2002.

In 1985 Bob also co-founded and became the President of Rockwell Futures Management, Inc. and became the President of Rockwell Investments.

Amedeo is the past chairman of an advisory committee to the North American Association of Securities Administrators (NAASA). He has acted as a member of the NFA Hearing Committee and is currently the Chairman of its CPO/CTA Advisory Committee.

Bob is a 1975 graduate of Northwestern University and received a Juris Doctor degree from DePaul University in 1978.

Allen Cheng - Senior Vice President, Chief Investment Officer, Altegris Advisors

Allen Cheng brings over 20 years of hedge fund and alternative investment experience to his role as Chief Investment Officer of Altegris Advisors where he is responsible for the Research and Investments Group. He is a member of the Altegris Investment Committee as well as a co-portfolio manager of the company’s family of mutual funds, including the Altegris Managed Futures Strategy Fund (MFTAX) and the Altegris Macro Strategy Fund (MCRAX).

Before joining Altegris Advisors, Allen served as Managing Director, Head of Fund of Funds Portfolio Management at Bank of America’s Alternative Investment Group. In this position, Allen built and directed the hedge fund portfolio investment team and additionally oversaw numerous hedge fund products across diverse strategies. He has significant experience in the alternative investment industry, particularly in the area of identifying, selecting, and monitoring hedge fund managers across multiple investment disciplines.

Allen’s previous experience includes responsibility as Managing Director, Head of Research for Optima Fund Management, an investment advisory firm specializing in alternative investments. He began his alternative investment career at Moore Capital Management managing asset allocation and research for hedge fund multi-manager products.

Allen earned his BA in Finance from the University of Maryland and M.B.A. from the University of Michigan.

Lara Magnusen, CAIA® - Vice President, Director, Altegris Advisors

With over 10 years of industry experience, Lara Magnusen currently serves as the Director of Research and Investments for Altegris Advisors and is a member of the Altegris Investment Committee. Lara previously served as Director of Manager Research for Cabezon Capital LLC/Borton Hermeneutics LLC, responsible for monitoring and developing seeded managers.

Additional experience includes her tenure as an Associate Portfolio Manager and Director of Investor Relations at Helix Investment Partners, a capital structure arbitrage hedge fund, as well as a several years as a financial analyst at Goldman Sachs.

Lara holds a BA in Economics with a minor in Business Administration from the University of California, Berkeley. She also has an MBA from the Rady School of Management at the University of California, San Diego.

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