Donald Dale - Managing Member (LinkedIn)
Managed equity derivative portfolios for over twenty years in North America, Europe, Asia and emerging markets for major firms, including Susquehanna, Nomura, BNP and Dresdner.
Don led the European equity optionality desk at Nomura International in London. At BNP, Don directed Russian, South African and Central European market trading and sales activities. Returning from Europe, Don became Chief Strategist for TF Asset and its spin-off, D3 Partners, which focused on tail risk and correlation profiles to generate returns.
Don founded ERC Group to fill the gap between tail risk funds and more passive market overlay structures. Don has been quoted in the Wall Street Journal and Financial Times, and has spoken at numerous global derivative conferences regarding volatility and risk management within the alternative investment universe. Don has a Bachelor of Arts degree in Economics from the University of Florida.
John Koltes - Managing Member (LinkedIn)
Co-founded Archelon LLC; founded Caiman Trading LLC, and VS Trading LLC. At Archelon, John oversaw growth from a three person Chicago based option market maker to a global trading firm with six offices on three continents. John created and oversaw Archelon’s hiring and training programs, managed US operations, established all new offices, and managed legal, compliance and regulatory matters for over 25 years. John has a Bachelor of Arts degree in Anthropology from Dartmouth College, a JD from Western New England Law School, and an LLM in Taxation from New York University Law School.
Brian Casper - Member/Chief Financial Officer
CFO of Blue Capital Group LLC for 18 years, is responsible for all of Blue Capital’s accounting, tax and regulatory filings. From 1999 through 2011 Blue Capital Group was one of the largest listed index options market making firms in the world. Prior to becoming CFO of Blue Capital Group, Brian was a tax manager for Schultz & Chez, LLP, a public accounting firm, specializing in the taxation of securities, commodities and real estate. Brian has a Bachelor of Science degree in Accounting from Southern Illinois University.
Technology Partner - A 15 year old equity derivatives data mining team.