Theta is Featured at the Dallas Texas Chapter of the Market Technicians Association (MTA)

Mike Posey, Theta Research’s Marketing Director, was recently the featured speaker at the Dallas MTA Chapter meeting. Like his previous presentations to other MTA Chapters, Mike shared his experienced-based insight on the due diligence process. Mike’s goal is to highlight business concerns once the heavy lifting of creating a trading model is done.

The presentation was primarily educational in nature with a focus on why it is important for Investment Managers to have a track record made up of actual, verified returns. Mike also discussed the inherent limitations of backtesting from a due diligence standpoint and why it’s especially important for early-stage Managers to document their performance in real-time trading.

Mike’s comments about his experience in the due diligence field closely follow those expressed in his white paper – The Importance of Actual Returns in the Due Diligence Process, a copy of which is available free of charge from Theta Research.

Existing Managers Post New Tracking Accounts

Theta Research is proud to announce the addition of two new active strategies from Investment Managers who already have programs being tracked. First, Brian Boughner, CFA, CMT, co-founder of Parallel Financial Partners has initiated tracking of a new strategy. The Parallel High Beta strategy is managed by Chief Investment Officer, Greg Towner, CFA, CMT and trades at Charles Schwab. Theta Research began tracking this new strategy as of its inception date of January 31, 2017.

Next, David Daughtrey, CFA, CFP and principal of Copperwynd Financial has added a new volatility based strategy. The Copperwynd Long/Short VIX strategy trades at TD Ameritrade where Theta has verified its actual performance back to the original inception date of January 1, 2016.

Why You Should be a Theta Subscriber

We at Theta Research take great satisfaction in building a database of investment strategies based on tactical and quantitative models. If you haven’t yet subscribed to Theta’ database of active investment managers, here are ten excellent reasons why you should consider doing so:

1. Access to Investment Managers You May Not Find Elsewhere

2. Focus on Active Strategies

3. Ground Floor Opportunities

4. Two Levels of Subscription to Choose From (see

5. Constantly Growing List of Managers

6. Verified Performance Net of All Fees and Costs

7. Online Analytics Allow You to Rank and Evaluate Performance

8. In Some Cases, Ability to Reconstruct Historical Track Records

9. Guest Pass Feature Allows One-on-One Contact with Managers

10. Inexpensive and Easy to Subscribe

Just how inexpensive are Theta Subscriptions? Our most comprehensive Professional Subscription is $295 per year while our scaled down Basic Subscription is only $195 per year. If you are a member of NAAIM or the MTA, annual subscription prices go even lower.

To learn more, go to the subscription section of our website at and check out the various options. If you have questions, contact Mike Posey at .(JavaScript must be enabled to view this email address) or (512) 628-5201, Option #1.

Posted by MPosey on 04-11-2017 in Company NewsPermalink