Hoffman Asset Management Inc

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    Hoffman Asset Management Inc - Presentation Transcript

    1. Hoffman Asset Management Inc. Capturing Global Opportunities Through Professional Money Management
    2. Risk Disclosure
      • Please read the following statement:
      • The risk of loss in trading commodities can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition.
      • The high degree of leverage that is often obtainable in commodity trading can work against you as well as for you. The use of leverage can lead to large losses as well as gains.
      • In some cases, managed commodity accounts are subject to substantial charges for management and advisory fees. It may be necessary for those accounts that are subject to these charges to make substantial trading profits to avoid depletion or exhaustion of their assets. The disclosure document contains a complete description of the principal risk factors and each fee to be charged to your account by the commodity trading advisor ("CTA").
      • The regulations of the Commodity Futures Trading Commission ("CFTC") require that prospective clients of a CTA receive a disclosure document when they are solicited to enter into an agreement whereby the CTA will direct or guide the client's commodity interest trading and that certain risk factors be highlighted. This document is readily accessible at this site. This brief statement cannot disclose all of the risks. Therefore, you should proceed directly to the disclosure document and study it carefully to determine whether such trading is appropriate for you in light of your financial condition. You are encouraged to access the disclosure document by clicking below. You will not incur any additional charges by accessing the disclosure document. You may also request delivery of a hard copy of the disclosure document, which also will be provided to you at no cost. The CFTC has not passed upon the merits of participating in this trading program nor on the adequacy or accuracy of the disclosure document.
      • We are required to provide other disclosure statements to you before a commodity account may be opened for you.
    3. Who Are We?
      • Dean Hoffman – President
      • Chief market strategist and trader
      • Futures industry veteran with over 20 years in the business
      • Started my career as a commodity broker in Chicago
      • Eventually ran my own futures brokerage firm at the Chicago Mercantile Exchange
      • Over 15 years of research and development into commodity trading systems
      • Transitioned into an award winning trading system developer.
      • Formed Hoffman Asset Management Inc. in 2004
      • Currently manage over 28 million dollars for over 120 clients (as of July 30 th 2009)
    4. The Team
      • Martin Bedick – A 30 year veteran of the financial industry and head of trade executions
      • Mike Rose - A 25 year veteran of the futures industry also specializing in trade executions
      • Paul Wilcox – A 40 year veteran of the futures industry and operations manager
      • Redundant multiple trading locations to insure trading continuity
    5. About our CTA
      • Licensed and regulated by both the NFA and the CFTC
      • All performance results independently generated by a third party CPA
      • Charge industry standard fee’s of “2 and 20”
      • Compensated primarily by a percentage of the profits generated
      • Dean Hoffman personally invests his own funds in the CTA program
    6. The Approach
      • Modified Global Trend Following Program
      • Diversified over 70 different global futures markets
      • All commodity sectors covered
      • Systematic trading multiple systems
      • Low margin to equity ratio’s
      • Small minimum account sizes
    7. Risk Management
      • Strong emphasis on risk control
      • Stop losses used on every trade
      • Risk per trade generally less than 2% of account equity*
      • Risk per sector generally less than 5% of account equity*
      • Total overall risk at a given moment generally less than 10% of account equity*
      *Because of the potential for slippage etc. risk can not always be limited to a specific percentage. Futures trading involves significant risks and past performance is not indicative of future results.
    8. Summary
      • Team of highly experienced futures professionals
      • Highly regulated and liquid marketplace
      • Offering a broadly diversified trading program
      • Strong risk management procedures
      • Check out our real time performance*
      *past results are not necessarily indicative of future results
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