Jon Boorman, CMT
I have spent over two decades in global markets, witnessing first-hand some of the most tumultuous periods in financial history. I have worked as a sales trader to hedge funds and institutions, research analyst, prop trader, and buy-side head of desk, trading equities, options, currencies, and futures.
I began my career in 1987 at Schroders PLC in London, just three weeks shy of my 18th birthday. I started out in the back office before becoming a portfolio manager’s assistant in the fund management arm. After showing a particular aptitude and interest in the trading and execution of client portfolios, I later moved up to the trading room where aged 22 I became responsible for Japanese and Far-East Asian trading.
In 1995 I was appointed by Kemper Investments to set-up and manage a trading desk for their international funds, transferring trading from Chicago to London. I finally left the buy side in 1999, joining Lehman Bros, sales-trading European equities to a predominately US client base. It was here that I was first introduced to alpha capture platforms and was instrumental in providing successful trade ideas to hedge fund clients. I was later invited to join Lehman’s proprietary trading desk, trading equities and US/European futures.
After relocating to the US in 2005, I briefly traded for myself and studied and developed trading systems that I continue to use in my work today. I subsequently joined a local broker in Charlotte, NC, focusing on idea generation for hedge fund alpha capture platforms, and developing a technical analysis research product with unrivaled transparency. It was during this time I also qualified as a research analyst and earned the designation of Chartered Market Technician (CMT) from the Market Technicians Association.
I launched the Alpha Capture blog in January 2013 to demonstrate what could be achieved through trend following, engaging with traders and investors worldwide, and in 2014 started managing money for clients as President & CEO of Broadsword Capital, LLC, a Registered Investment Adviser in North Carolina.