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Sam Vogel reacted on thisManagers/Traders: Skipping CTA Expo? Don't skip the conversation. If you run a serious CTA strategy, ARB wants to hear from you. We'll be in Chicago meeting managers for ARB Asset Management and ARB Trading Group. Attending or not, if you have a solid strategy, let's talk. - Please DM or email me.
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Sam Vogel reacted on thisManagers/Traders: Skipping CTA Expo? Don't skip the conversation. If you run a serious CTA strategy, ARB wants to hear from you. We'll be in Chicago meeting managers for ARB Asset Management and ARB Trading Group. Attending or not, if you have a solid strategy, let's talk. - Please DM or email me.
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Sam Vogel reacted on thisManagers/Traders: Skipping CTA Expo? Don't skip the conversation. If you run a serious CTA strategy, ARB wants to hear from you. We'll be in Chicago meeting managers for ARB Asset Management and ARB Trading Group. Attending or not, if you have a solid strategy, let's talk. - Please DM or email me.
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Sam Vogel reacted on thisManagers/Traders: Skipping CTA Expo? Don't skip the conversation. If you run a serious CTA strategy, ARB wants to hear from you. We'll be in Chicago meeting managers for ARB Asset Management and ARB Trading Group. Attending or not, if you have a solid strategy, let's talk. - Please DM or email me.
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Sam Vogel shared thisManagers/Traders: Skipping CTA Expo? Don't skip the conversation. If you run a serious CTA strategy, ARB wants to hear from you. We'll be in Chicago meeting managers for ARB Asset Management and ARB Trading Group. Attending or not, if you have a solid strategy, let's talk. - Please DM or email me.
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Sam Vogel shared thisLooking forward to attending Talking Hedge Events Chicago and hearing Francis (Frank) Kelly as keynote speaker again. I thoroughly enjoyed the Austin event. One of the better industry conferences I’ve attended in years. Intimate, open, strong attendees, and genuinely worthwhile panels and conversations.Sam Vogel shared thisThrilled to announce our Keynote Presenter, Francis (Frank) Kelly, who will enlighten us on the geopolitical scene right after the midterms. Don't miss "That was Then, This is Now: How Markets can Best Assess Geopolitical Shifts". This is the man who our delegates in Austin couldn't get enough of! The room stayed full long into the cocktail hour, and he was the most popular man at our closing our dinner. He's just that GOOD! Hats off to our industry partners: Asset Management One USA Inc Deutsche Bank Graham Capital Management, L.P. New Hyde Park Alternative Funds, LLC Welton Investment Partners Zweig-Dimenna Associates 1DP AllianceBernstein BMLL Franklin Templeton Investment Solutions (FTIS) HedgeFacts HFR Metori Capital Management Museum Mile Funds O'Brien Investment Group Periscope Capital PGIM RCM Alternatives Schultze Asset Management, LP Transtrend UBS A warm welcome to our new content partner: Standards Board for Alternative Investments (SBAI) Email link https://conta.cc/4cXFCeeKeynote! Geopolitical Expert Frank Kelly, Post-Midterms, at Talking Hedge ChicagoKeynote! Geopolitical Expert Frank Kelly, Post-Midterms, at Talking Hedge Chicago
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Sam Vogel reacted on thisI'll be back at CTA Expo in Chicago on October 6th with Adam Passaglia and Andrew Hallett. This year our focus is Manager Sourcing. We are actively looking for systematic CTAs and Managed Futures managers for both ARB Trading Group (prop side) and ARB Asset Management. What gets our attention: • Live, verifiable performance, preferably 2+ years • Daily data and clear attribution • Disciplined risk management • Liquid, scalable strategies • Something differentiated enough to add value alongside what we already run Frank Pusateri made a good point in a recent article. Managers often prepare heavily for presentations, but not for the conversations around them. Be clear about what you trade, where your edge comes from, what the bad periods look like and how you mitigated them, and why your strategy would complement a broader portfolio. If you are a manager and are attending and think your program fits, please message Adam or me before Chicago to arrange a meeting.
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Sam Vogel reacted on thisI'll be back at CTA Expo in Chicago on October 6th with Adam Passaglia and Andrew Hallett. This year our focus is Manager Sourcing. We are actively looking for systematic CTAs and Managed Futures managers for both ARB Trading Group (prop side) and ARB Asset Management. What gets our attention: • Live, verifiable performance, preferably 2+ years • Daily data and clear attribution • Disciplined risk management • Liquid, scalable strategies • Something differentiated enough to add value alongside what we already run Frank Pusateri made a good point in a recent article. Managers often prepare heavily for presentations, but not for the conversations around them. Be clear about what you trade, where your edge comes from, what the bad periods look like and how you mitigated them, and why your strategy would complement a broader portfolio. If you are a manager and are attending and think your program fits, please message Adam or me before Chicago to arrange a meeting.
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Sam Vogel reacted on thisI'll be back at CTA Expo in Chicago on October 6th with Adam Passaglia and Andrew Hallett. This year our focus is Manager Sourcing. We are actively looking for systematic CTAs and Managed Futures managers for both ARB Trading Group (prop side) and ARB Asset Management. What gets our attention: • Live, verifiable performance, preferably 2+ years • Daily data and clear attribution • Disciplined risk management • Liquid, scalable strategies • Something differentiated enough to add value alongside what we already run Frank Pusateri made a good point in a recent article. Managers often prepare heavily for presentations, but not for the conversations around them. Be clear about what you trade, where your edge comes from, what the bad periods look like and how you mitigated them, and why your strategy would complement a broader portfolio. If you are a manager and are attending and think your program fits, please message Adam or me before Chicago to arrange a meeting.
Sam Vogel replied to a comment
1d
Ian Moffat ‘Significantly’ is precisely what I’m questioning. 3.5% below the recent average hardly screams extreme inventory scarcity, and with WTI roughly 15% off its Q3 high, the subsequent price action hasn’t exactly vindicated the ‘wow.’
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Sam Vogel liked thisSam Vogel liked thisNow in YVR for our Family Office event and then will be in Calgary for another one. A bit more of an update in this video and as you conceived, it is raining. CAASA - Canadian Association of Alternative Strategies & Assets on the road for all alts
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Sam Vogel reacted on thisSam Vogel reacted on thisOne Barrel in Seven or Eight of Global Diesel Export Capacity Has Been Removed this October. One barrel in seven to one barrel in eight. That's how much global diesel export capacity has been simultaneously removed this October. Russia banned diesel exports through October 31. China suspended all October fuel exports on September 30. The Persian Gulf war continues to bottleneck Middle Eastern product flows. Three of the worlds major diesel-supplying regions have simultaneously withdrawn from the export market — and that is the number that explains a $6.53/gal US record, a NY Harbor refining margin at an all-time high, and distillate stocks at their lowest seasonal level since 1951. For the corn and wheat farmer heading into harvest, the cost table in AgResources updated Diesel report tells the story: at $7 diesel — where the market effectively sits — the high-yield corn farm is paying $49–$54/acre more than a year ago in fuel and freight combined. Thats not a projection. It's the current row. Now add what the market models don''t capture: 16 US trucking companies filed for bankruptcy in the last 30 days. Eight liquidated permanently under Chapter 7. Over 1,000 vehicles removed from the road — at the peak of harvest season. The freight scarcity premium on top of the diesel cost is real and rising. The real problem is just beginning. The updated report is free and available from tierney@agresource.com Visit the AgResource Company’s web site and check out our products and services. Make sure to sign up for a free trial of our popular 3-times daily market analysis and risk management recommendations. Click on this link https://lnkd.in/gUxBMEym
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Sam Vogel liked thisSam Vogel liked thisYou shouldn't have to fight your own team to do your job. On the eve of the 2023 World Championships, Swimming South Africa demanded that Tatjana Smith, South Africa’s most decorated Olympian, race in their sponsor’s gear instead of her own. But Tatjana had never even trained in the new suits. So she made the choice to swim in her Speedo gear. And instead of celebrating her, Swimming South Africa slapped her with an R856,000 fine and withheld her $35,000 prize money for a whole year. If she had brought in lawyers to fight for her money right then, she also risked being suspended and missing the Paris Olympics entirely. So, she made a choice. She refused to let poor administration destroy her life's work. She locked her eyes on the horizon, dove into the pool in Paris, and won gold anyway. In life, you will inevitably face unfair hurdles and turbulence you didn't create. And you might want to stop and fight every single battle the moment it appears. But sometimes, the best thing is to forget about everyone else's expectations and just focus on the horizon. You cannot always control the chaos around you, but you can always control how you ride the wave. Block out the blundering bureaucrats, do what you came to do, and fight the rest of the battles when your feet are back on solid ground. Go for the gold Tatjana!
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Sam Vogel liked thisSam Vogel liked thisBroad commodity indexes were volatile but ended flat on the week. WTI crude held near $100/bbl. while base metals gain and precious held. #marketupdate #commoditiesBroad commodity indexes were volatile but ended flat on the week.Broad commodity indexes were volatile but ended flat on the week.
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Sam Vogel liked thisSam Vogel liked thisNEW: Multi-strategy hedge fund Walleye Capital has bolstered its roster of external managers after completing deals to invest in Carlson Capital, L.P. and Mane Global Capital Management LP, sources told With Intelligence. Full story on the platform here: https://lnkd.in/e2RjTPkx
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Sam Vogel liked thisSam Vogel liked thisEver wonder how your Leopard gets here? From South Africa to Port Everglades, our catamarans travel more than 6,000 miles across the ocean on a freighter before reaching their new owners. 🏗️🚢 Jese Vega, Service & Commissioning Manager of the Americas, takes you behind the scenes in Port Everglades as we offload the latest Leopards including the all-new 43. #LeopardCatamarans
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Sam Vogel liked thisSam Vogel liked thisLooking forward to attending CTA Expo in Chicago next week. For over 20 years, Ive had the privilege of working alongside CTAs and managed futures managers and building relationships across this industry. If youll be attending CTA Expo, or are in Chicago next week, Id be delighted to connect. Please feel free to reach out and we can arrange a time to meet. #CTAExpo #ManagedFutures #CTA
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Sam Vogel liked thisSam Vogel liked thisI'm so tired of seeing ugly AI decks. A guy on X said every Claude deck proves McKinsey consultants were artists, not quants. And honestly? He's right. I still make all of mine with AI, but not on Claude. I only use it to think. Instead, I build the slides in Gamma: 1. Go to Gamma .app 2. Do not start prompting right away. 3. Start with a template. 4. Pick "Leadership Keynote" (my favorite). 5. Click "Create from template." 6. Now, open Claude to figure out your topic. 7. Click "Copy page as markdown." Claude is brilliant at thinking, but with zero taste. 8. Paste it into the first line on the left on Gamma. 9. Type: "Make an 11-slide deck with the following topic that I'm sharing right after." 10. Paste your Claude chat below it. 11. Now Gamma uses your ideas & does the art part. Ask for 11 slides. → 20 is too long. Nobody remembers slide 14. → 11 works for me every time. Fix the images before you generate. → Scroll to the bottom of the left panel. → Click Visuals → AI image → ChatGPT. → Pick these 3: Photos. Texture rich. Depth of field. This is the step everyone skips & then wonders why their deck looks like a 2019 stock photo website. Generate. Then click present mode. → Press Escape to change anything. → Add a bullet and the slide fixes its layout by itself. I still can't believe this part works. Using AI to make slides is fine. But your deck failed for 2 reasons: → You had no clear idea before you started. → You asked the quant to be the artist. ♻️ Repost this so your boss stops sending you Claude decks.
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Sam Vogel liked thisSam Vogel liked thisSponsor Spotlight - HedgeFacts With deep roots in the CTA and managed futures industry, HedgeFacts has spent over 20 years helping managers navigate the operational complexities of growth. Used by CTAs, managed account platforms and alternative investment managers worldwide, the HedgeFacts platform supports OMS, PMS, risk management, allocations and operations. Our long-standing experience in the managed futures industry gives us a unique understanding of the operational demands facing today's managers.
Experience & Education
Licenses & Certifications
Languages
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English
Native or bilingual proficiency
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Afrikaans
Native or bilingual proficiency
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German
Limited working proficiency
Organizations
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South African Futures Industry Association
(lapsed)
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Texas Hedge Fund Association
Founder and Inaugural Executive Director
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