john pickart

* Acquired Pelagos Capital from Franklin Templeton * Alternative strategies expertise * Developed Global Macro Strategy using multiple factors in a systematic approach * Long and short exposures on equity indexes, bonds and commodities

* Analyzed and recommended mid to large-cap stocks for institutional and individual accounts * Developed and implemented various screens on FactSet, PC+, and HOLT/ValueSearch CFROI

* Conducted needs analysis for individuals * Implemented plans using life and disability insurance, annuities, and mutual funds

* Senior Portfolio Manager in Global Fundamental Strategies Group * Managed small and smid-cap equity portfolios * Institutional accounts and 1940 Act fund * Mutual Fund ranked 4 stars at Morningstar and small-cap strategy outperformed benchmark * Performed equity research on wide variety of sectors and coordinated research with analyst team * Presented strategies to prospects, clients, consultants, and SSgA marketing/sales teams

* Co-managed small-cap institutional product; outperformed benchmark by 93 bps * AUM quintupled and number of accounts tripled during tenure * Performed all fundamental research: initial screens, management discussions, and financial analysis * Developed marketing material and presented product to prospects, consultants, and clients * Frequent guest on The Stock Market Observer, a Chicago television news channel

* Created and wrote quarterly newsletter for brokerage clients * Interviewed senior management, forecasted financials, and published buy/sell and industry reports * Designed quarterly Bank Quality Index to rank banks by various financial indicators * Developed a Midwest Bank Acquisition Model utilizing multiple regression analysis * Priced senior executive options for Midwest-based bank using Black-Scholes Option Pricing Model

* Conveyed benefits of Kemper Funds to financial advisors/brokers; worked closely with wholesalers * Liaison with Government Fund PM in order to provide strategy updates to marketing department

* Co-founded Pelagos Capital to incorporate alternative investments into multi-asset portfolios * Sole sub-adviser to multi-alternative strategy mutual fund managing commodities, managed futures, global macro, and hedge funds * Fund assets reached $550 million within 3 years of inception * Designed and managed multiple proprietary alternative strategies * Implemented strategies using futures, options, structured notes, ETFs, and governments * Negotiated structured note to obtain exposure to hedge fund index returns * Implemented multi-level risk management techniques * Modeling across and within asset classes * Sold Pelagos Capital to Franklin Templeton

* Pelagos Capital acquired by Franklin Templeton Investments; name changed to FASA * EVP, CFO, and Portfolio Manager of Franklin Alternative Strategies Advisers (FASA) * Launched and managed Franklin Pelagos Commodities Strategy Fund (FPELX) * Actively managed commodity strategy utilizing offshore subsidiary for exposure * Created long/short commodities strategies and are now "live" * Commodities exposure through swaps, futures, and options * Manage collateral by investing in treasuries and agencies * Negotiated swap agreements and terms * Traded swaps, commodity and financial futures, treasuries, and agencies * Presented strategies to prospects, completed RFPs, and created one-page marketing piece

Activities and Societies: Delta Sigma Pi, Omicron Delta Epsilon, Jaycees