About Us
Chad Meyer - Principal
Chad was most recently President and co-founder of HedgeACT, an investable platform of non-correlated alternative investments. Chad helped found the firm in 2013 and grew it to 11 hedge funds, more than $100 million in assets, and $1 million in recurring revenue at the time of his departure in May 2019.
Prior to HedgeACT, Chad was focused on the application of technology to the investment advisory industry. In 2000, he founded BridgePortfolio.com, which was an industry-leader in providing outsourced back-office services.
Utilizing proprietary technology, BridgePortfolio.com greatly improves the efficiency and transparency of hundreds of registered investment advisors, across several billion dollars in managed assets. Chad sold BridgePortfolio to a larger financial services company in Chicago in 2011.
Chad graduated Magna Cum Laude with a BA in Economics from Cornell University, where he played varsity tennis, and also holds a law degree from the University of Pennsylvania, and an MBA from the University of Chicago.
Mike Belotz - Principal
Mike has twenty years of hedge fund portfolio management and research experience covering all investment sectors. This follows a long career on the sell side in both trading and marketing in the derivatives of equities and commodities. This includes three years as a floor trader in equity options on the American Stock Exchange where he traded a diverse book of derivatives on individual equities. Later he specialized in commodity derivatives as both a marketer and structurer for firms such as Chase, Societe Generale and Kidder Peabody. In these roles he devised derivative structures in crude oil, products and natural gas as well as put together financing packages for energy production and transportation projects. He also spent time as a risk management professional during the initial deregulation of the US electricity market for a major utility.
Currently, he is a Principal with Tecumseh Alternatives where he is involved with sourcing and due diligence of new strategies along with working on all aspects of the business. Prior to this, he was Head of US for DNA Partners where he was responsible for sourcing and due diligence of US based hedge funds. This follows his time as the Head of Research and Risk Management at Lanx Management, a Fund of Hedge Funds. Prior to that, he was Head of Portfolio Management in the US for the Fund of Hedge Funds Group at Credit Suisse where he ran $6 Billion in portfolios. Michael started out his hedge fund career at TAG Associates, a multiclient family office, as the portfolio manager for their relative value and diversified strategy fund of funds. Mike has his MBA from The Wharton School and a BS in business from the University of California, Berkeley.
Simon Clark - Principal
Simon Clark, is a seasoned wealth management professional who has held leadership positions in the United States, Europe, Asia and South America over the past forty years.
Simon has been consistently engaged in the creation and management of wealth for individuals and families, either as head of notable national and international Private Banks, or as a partner in private enterprises catering to UHNW communities and Family Offices.
At S.G.Warburg in the 1980s he was part of the team that transitioned the venerable English Merchant Bank into an industry leading investment firm, Mercury Securities. In the mid-80s, Simon was part of the integration team when Warburgs merged with Deutsche Bank to create a global financial institution.
In the 90s and early 2000’s, Simon was an integral part of the NationsBank (NC) team and it’s acquisition strategy, which led to the purchase of Montgomery Securities (1997) and Bank of America in 1998. The latter acquisition took him to Los Angeles to implement the Wealth Mangement transition on the West Coast, and build out a Private Banking capability to support the burgeoning IBank, derivative and UHNW businesses.
From 2002 to 2008 Simon ran the Private Bank and Wealth Management group in Southern California for First Republic Bank, prior to its acquisition by Merrill Lynch.
2008 he recruited by Lloyds Bank to oversee the merger of that company’s Private Bank with that of the Bank of Scotland, thereby creating a $27BN fully integrated Investment, Trust, Credit Wealth Management Group.
Most recently Simon has acted as CEO for REYL Overseas Ltd (a Geneva/Zurich-based Swiss Private Bank), President of HedgeACT Overseas Ltd. where he met Chad Meyer.