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Yes, my firm is both a registered CTA and CPO. We offer both a pool and separately managed accounts. It is easiest to start with just a CTA, but if you form a pool and go the CPO route, there isn't much more cost, work, or compliance involved in also offering separate accounts. Good...

Thanks, Travis. That was just what I was looking for!

Yes, besides strategy changes there were other changes: lower fees, shorter notice period for withdrawals, daily NAV reporting, increase in minimum investment, and lower leverage. Aaron Schindler

I chose the EAFE index to invest in because it was an international index, denominated in international currencies and I wanted more exposure in my portfolio to international equities and wanted to diversify out of US dollars. I figured if I wanted these things, other people might also. Yes...

The International Equity Plus program invests in the EAFE index via the CME's EAFE futures. In the same way you could invest in the S&P 500, the Nasdaq 100, the DJIA, or many other equity indexes using futures. I was required to pass the Series 3 to become an Associated Person of a CTA but...

Yes, it is a fixed-to-floating swap, but there is no borrowing done. If you have a JGB position, your profit or loss will be unaffected by changes in the exchange rate. (Except for a second order effect when you have to repatriate your profit.) The second leg of the trade is to short the...

Oh, sorry. That I don't know. I use the manual billing option.

Yes, I believe IB sends 1099's to all US account owners, even if your account is a sub-account of an advisor's. Best source for info on IB is IB, though. Good trading! Aaron Schindler Schindler Trading

"That [pointing to broccoli on his plate] is not food -- that's what food eats." -- Alf How many people here are old enough to remember Alf? :D I like Spydertrader's quote on the first page of this thread: "My ancestors were hunter-gathers and they weren't hunting arugula!"

From goldmansachs.com: <b>Trading and Principal Investments</b> We facilitate client transactions with a diverse group of corporations, financial institutions, investment funds, governments and individuals and take proprietary positions through market making in, trading of and investing in...

I think =1 is the Globex, electronic market and =2 is the open outcry market. Globex used to be active only at night, but now I believe it is also open side-by-side with the pit. If you are trading crude oil, another symbol you might look at is QM, the mini crude contract. It has good...

Fyi, Mokwit, Formikatrading hasn't posted on ET for more than two years.

Yes, Chris is right about the benefits to the broker. The IB recommends one or more CTA's. The investor picks a CTA and reads and signs the CTA's disclosure document. The investor gives the CTA limited power of attorney to trade his or her account. The broker gets commissions, the CTA gets...

Thanks, 88! It's funny how it took a 43% gain in '09 to make back the 30% loss of '08! I'll be happy not to have a repeat of '08 anytime soon.

Thanks, Chris!

I'm happy with IB's FA accounts. One small wish... The subaccount market data fees get charged to the master account. I wish there was the ability to allocate these back to the subaccount. Because you can't transfer funds from a subaccount to a master account we have to do a circuitous...

As you are finding out, combining two primary streaming feeds into the same instance of an application is a huge headache and one that TWS is not prepared to handle. Before you tackle this problem by writing your own API I recommend you do everything you can to explore NOT having to combine the...

There's nothing stopping me from trading anywhere in the world, so I choose to trade from... Wisconsin! My family lives here. My kids go to school here. I like my community and church. It's in the United States with all the freedoms and legal protections we enjoy. There're good health...

How is diversifying into 10 equities good but 11 bad? :confused:

By the way, all reported Schindler Trading International Equity Plus performance numbers are also net of all fees. And the fees are a 1% annual management fee plus a 20% performance fee that gets paid out over the succeeding 2 years as long as the profits aren't subsequently lost. And the...