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Jack Rivkin joins Altegris as CIO


Altegris, a provider of alternative investments, has named Jack L Rivkin as chief investment officer.

Rivkin will oversee the firm's research and investments group and will be a member of the Altegris investment committee.
He will also have overall responsibility for identifying, selecting and monitoring fund managers across multiple investment disciplines and will oversee asset allocation and research for Altegris products. He will be a key representative of Altegris in the investment community.
Rivkin has held senior roles in the investment industry with Neuberger Berman, Citigroup Investments, and PaineWebber, among others. His managerial achievements have been featured in one of Harvard Business School's most popular case studies, "Lehman Brothers: Rise of the Equity Research Department," 2006.
"Under Jack's leadership our world-class team will continue to be at the leading edge of finding and managing what we believe are the best alternative investment solutions and delivering them to wealth managers and their clients," says Altegris president and CEO Jon Sundt. "His depth of expertise in the investment industry, his specific knowledge of the asset classes important to us and his insightful, analytical approach to research will undoubtedly be tremendous assets to our firm and our clients."
Rivkin began his investment career as an analyst at Mitchell Hutchins, where he later became director of research. He subsequently held several executive positions with PaineWebber, the acquirer of Mitchell Hutchins, including chief financial officer of PaineWebber, CEO of PaineWebber Mitchell Hutchins (PaineWebber's equity trading and investment arm), chairman of Mitchell Hutchins Asset Management and president of PaineWebber Capital.
He later served as director of global research and head of the worldwide equities division of Lehman Brothers. Following his time at Lehman Brothers, he was a vice chairman and director of global research at Smith Barney (ultimately a subsidiary of Citigroup), and an executive vice president with Citigroup Investments making direct investments and leading an investment team. He was chief investment officer and head of private asset management at Neuberger Berman and subsequently continued as a trustee of the Neuberger mutual fund complex. Most recently, he was an executive adviser with Aquiline Capital Partners.
"Evaluating and managing investments and investment managers has been a focus of my career for many years. I'm eager to put my knowledge and experience to work for Altegris," says Rivkin. "I got to know the Altegris team intimately during the due diligence process leading to the company's recent transaction. Altegris's specialised approach to alternative investments, commitment to thorough research and analysis, and dedication to educating investors resonated deeply with me. I look forward to being a part of the team and helping the firm achieve continued success at the forefront of providing investment solutions."

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