Instructor

Mark Shore

Practical Experience:

Mark Shore is a faculty member specializing in alternative investments, commodities, manager and trading model due diligence, asset allocation, portfolio construction and risk management.

His 20+ years of experience covers financial and commodity futures, quantitative/qualitative analysis including: developing systematic trading models, due diligence platforms of trading models and managers, asset allocation and a focus on managed futures and global macro strategies.

Prior to his current consulting work regarding alternative investment research, due diligence and business development, Mark Shore held senior management positions at Morgan Stanley's $250 million AUM Commodity Trading Advisor VK Capital Inc and Octane Research Inc ($1 billion AUM). At VK Capital he managed the research, due diligence of trading models, business development, published research and strategic development of the business unit. At Octane Research, Inc. he was responsible for quantitative risk management, due diligence of fund of funds and a member of the investment committee. He developed the S-ratio.

Mark Shore is licensed with the NFA and the CFTC and is an Adjunct Professor at the Kellstadt Graduate School of Business at DePaul University in Chicago.

Areas of Expertise:

Managed Futures

Alternative Investments

Futures

Commodities

Risk Management

Asset Allocation

Portfolio Construction

Due Diligence of Managers/Trading Models

Education:

BS in Finance, DePaul University

MBA in Finance, Econometrics and Behavioral Science, University of Chicago Booth Graduate School of Business

Licenses:

Series 3

Non-Member Commodity Trading Advisor

Publication(s):

He has written many articles and contributed chapters to books regarding managed futures, hedge funds, asset allocation, behavioral finance, commodities, risk management and macro economics. Some of the titles include 'Skewing Your Diversification', 'Introducing Alternative Investments in a Traditional Portfolio',

'Decoding the Myths of Managed Futures', 'Introduction to Risk Management' and 'Trading and Biases Don't Mix'.