D. Matthew Thompson, CFA

Matt Thompson

D. Matthew Thompson, CFA

Alpha Seeker™, Tactical Beta, and Tactical Q Strategies Co-Portfolio Manager

Matt oversees the Volatility Dashboard and acts as Co-Portfolio Manager of the Alpha Seeker strategy, the Tactical Beta strategy, and the Tactical Q strategy.

Matt has over 20 years of capital markets and investing experience, focusing on futures trading with an emphasis on VIX-related exchange-traded products. Matt’s perspective and insights on risk, the VIX and the broader volatility ecosystem are sought after by peers and members of the financial press alike, with contributions to articles in Barron’s, the Wall Street Journal and Reuters.

Matt served in an analyst role at Envestnet before joining forces with his brother Mike as the head of operations at Premier Asset Management LLC, a $500M investment advisor spun out of Northern Trust. Subsequently, Matt served in business development and financial modeling roles for a Chicago-based start-up derivatives exchange before being recruited to a family office in 2008 where he co-developed Thompson Capital Management’s (TCM) Volatility Dashboard during the Financial Crisis. Matt subsequently traded the VIX trading strategy directly in the futures market for the proprietary trading desk of ED&F Man Ltd and as a Commodity Trading Advisor, first as a principal of Advocate Asset Management LLC and subsequently for Typhon Capital Management LLC.

In 2015, Matt assumed the role of Co-Chief Investment Officer with his brother at Kaizen Advisory LLC. He co-developed the Alpha Seeker, Tactical Beta, and Tactical Q strategies with his brother Mike. Matt has a B.S. in Economics from the University of Illinois at Urbana-Champaign. Matt is a member of the CFA Society of Chicago.

We believe true diversification and risk management is not achievable from within a style-box but from strategies outside of a style-box.