Convexitas was founded to empower advisors, families, and institutions with hedge fund quality solutions. Using our proprietary technology, Convexitas delivers the full benefits of option strategies with a focus on increasing portfolio flexibility, capital efficiency, and tax.
Our clients look to us to increase liquidity in stressed markets, increase diversification, service lifestyle needs, and facilitate re-investment contributing to the goal of long term compounding of capital.
Introductory Information. This document (i) was prepared by Convexitas LLC (“Convexitas”) for the exclusive use of the intended recipient (the “Recipient”); (ii) is confidential and may not be distributed (except to your financial, tax or legal advisers) or copied without Convexitas’ permission, and must be returned or destroyed upon Convexitas’ request; (iv) is not an advertisement, is for informational purposes only, does not purport to be full or complete and may not be relied upon; (v) does not constitute an offer to sell, or solicitation of an offer to buy, any securities or investment services, including in any investment vehicle, account or other product (each, a “Product”) implementing Convexitas’ strategy (the “Strategy”). An offer to buy an interest in a Product may only be made by and is subject to the applicable investment management agreement, or other offering or subscription documentation (collectively, “Governing Documents”) and only in jurisdictions in which such an offer would be lawful. Any decision to invest with Convexitas should be made only after conducting such inquiries and investigations as the Recipient deems necessary, and consulting with the Recipient’s financial, tax and legal advisers in order to make an independent determination of the suitability, risks and merits of making an investment. No regulatory or self-regulatory authority has passed upon or endorsed this presentation, the merits of the Strategy or an investment with Convexitas. Risk of Loss. Convexitas’ investment products, like all investments, involve the risk of loss. Investment products may be speculative and are designed only for sophisticated investors who are able to sustain the loss of their investment. Accordingly, such investment products are not suitable for all investors. The products sponsored and managed by Convexitas are not subject to the same or similar regulatory requirements as mutual funds or other more regulated collective investment vehicles. An investment in the Strategy is subject to complete loss. Forward-Looking Statements. Certain information contained in this presentation constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “target,” “continue,” or “believe” or the negatives thereof or other variations thereon or other comparable terminology. Due to various risks and uncertainties, including those described in this presentations, actual operations, implementation or performance of the Strategy, or other relevant events, may differ materially from those reflected or contemplated in such forward-looking statements. No representation or warranty is made as to the Strategy’s future performance. Past performance is not necessarily indicative of future results.
Engage with CIOs, Portfolio Managers, Traders, and Strategists on their areas of expertise related to risk management and volatility.
Convexitas was founded to empower advisors, families, and institutions with hedge fund quality discretionary options strategies with accessible account minimums.View Profile
Eren is specialized in volatility and relative value trading with a focus on equity derivatives.View Profile
Zachary has a passion for providing specialized plans for clients. Whether through financial planning, retirement planning or portfolio management, he brings an authentic and well-rounded mindset.View Profile
Hedge fund manager with a strong focus on equity volatility.View Profile
Joe is responsible for executing and communicating our investment process, positioning, and risk attribution to clients.View Profile
The Melqart KEAL Macro strategy is a discretionary macro product that expresses macro views with asymmetric payoffs to target absolute returns with controlled volatility.View Profile
Provision of superior risk mitigating solutions via long volatility portfolios.View Profile
DGV develops and optimizes unique strategies in liquid markets and executes them systematically. We focus on improving returns, while reducing volatility and correlation to traditional asset classes.View Profile
Portfolio Manager to Crabel’s Advanced Trend Portfolio with additional research and leadership responsibilities across all other firm offerings.View Profile
Cem Karsan is an esteemed volatility trader, derivatives expert and founder of Kai Volatility Advisors.View Profile
One River Asset Management is an innovative investment manager dedicated to providing global allocators with diversifying strategies, with a focus on liquid risk mitigation and alpha strategies.View Profile
Ken is a seasoned equity derivative portfolio manager and Managing Partner at Carrick Lane, which offers actively managed options overlays.View Profile
Nick is the lead portfolio manager and trader for RJA funds and overlay solutions.View Profile
Asset Manager, exclusively providing customized listed derivatives strategies and solutions for Financial Advisors, Consultants and Institutions.View Profile
Megan Miller is Head of Options for Allspring’s Systematic Edge team and lead Portfolio Manager for all of Allspring’s options strategies.View Profile
A PM at Gladius Capital Management, Nate has over 20 years of global derivative trading and risk management experience across asset classes, drawn from top-tier institutions across the industry.View Profile
Institutional Investor. Founder of Chicago-based Options Market-Making, Prop Trading and HFT firms at the CBOE and CME.View Profile
The views of any third-party speakers or third-party materials are their own and do not necessarily represent the views of any Cboe Company. That content should not be construed as an endorsement or an indication by Cboe of the value of any non-Cboe financial product or service described.
The information provided is for general education and information purposes only. No statement provided should be construed as a recommendation to buy or sell a security, future, financial instrument, investment fund, or other investment product (collectively, a “financial product”), or to provide investment advice.
There are important risks associated with transacting in any of the Cboe Company products or any digital assets discussed here. Before engaging in any transactions in those products or digital assets, it is important for market participants to carefully review the disclosures and disclaimers contained at: https://www.cboe.com/us_disclaimers/.
These products and digital assets are complex and are suitable only for sophisticated market participants.
These products involve the risk of loss, which can be substantial and, depending on the type of product, can exceed the amount of money deposited in establishing the position.
Market participants should put at risk only funds that they can afford to lose without affecting their lifestyle.
Cboe Clear Digital, LLC is licensed to engage in virtual currency business activity by the New York State Department of Financial Services.