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