Setting up a CPO


Schindler Trading has no sales channel.


I under impression that you are a CTA as well. As a CTA, I though you can advertise yourself. Have you though about put your ad on news paper, etc? If not, why not?
 

This explains how a program with 28.9% annualized returns over 5 years


28.9% is out standing. How did you do that? What did you trade? How often did you trade? Do you do day trading or position trading?
 
Quote from dabao91:

I under impression that you are a CTA as well. As a CTA, I though you can advertise yourself. Have you though about put your ad on news paper, etc? If not, why not?
More...

Yes, we could advertise in newspapers and magazines. Do you (and others) think it is a good idea? Where would I start? Some sort of investing magazine or wealth newsletter?

I've tried Google adwords targetting "managed futures" and "hedge fund" and it didn't do much.

If you were looking for a hedge fund investment or CTA who would you ask or where would you look for information? Certain websites?
 
Quote from dabao91:


This explains how a program with 28.9% annualized returns over 5 years


28.9% is out standing. How did you do that? What did you trade? How often did you trade? Do you do day trading or position trading?
More...

I would refer you to these links for info on Schindler Trading and our trading program:

http://www.schindlertrading.com/index.php?page=staff
http://www.schindlertrading.com/include/content/Schindler_HedgeWeek_interview.htm
http://www.schindlertrading.com/include/content/Real_World_Trading_interview.pdf
 
Quote from dabao91:

How about international news paper?
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While we get lots of non-US investors, and Australia seems like a popular origin, more than half of our investors are American, so I tend to think advertising in the US would have the best success.
 

CPO accounting can be pretty complex (and expensive). CTAs are allowed to combine trades for multiple accounts for execution purposes provided that their procedure for allocating those trades to client accounts is fair and acceptable to the NFA.


Where do you learn accounting for CPO? Any book, article, web-site, software tool, etc?

And CPO one provides some advises?

Thanks.
 
Aaron:

Do you plane to use "give-up" for your managed accounts after you move to Man Financial?

I know InteractiveBrokers.com does not support "give-up".


Dabao91
 
Quote from dabao91:

Aaron:

Do you plane to use "give-up" for your managed accounts after you move to Man Financial?
More...

It's a possibility. The situation would be a client who already has a relationship with another FCM.

Give-ups add an additional layer of fees, so I recommend clearing accounts through Man Financial, where we will do our executions, to maximize returns.

Aaron Schindler
Schindler Trading
 
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