The partners of IIM have a combined 50+ years of experience in the investment business. Both partners have worked in the alternative investment space for over 20 years. The management company Incline Investment Management, LLC was established in late 2009 following the completion of the research for its investment trading strategy. In 2012, the firm launched its proprietary investment strategy called the Systematic Hybrid™. The genesis of the company stemmed from the experience of the financial crisis of 2008 – 2009. It was clear that more investors needed additional diversification. Owning real estate and a portfolio of equities was not enough. When these asset classes positively correlated, as they collapsed together, during 2008 – 2009 this became very clear. IIM was formed to create an alternative form of diversification. The strategy was designed with targeted equity-like volatility. Investors that have risk tolerance to invest in equities should not find IIM’s portfolio any ‘riskier’. However, a key objective was to provide investors with non-correlated diversification. The goal is to lower an investor’s overall portfolio risk while increasing return. Note that for our programs that use futures, futures trading is inherently risky and there is the potential to lose money. This can be achieved when one adds a non-correlated investment to one’s portfolio.
Executive Team
Mr. Parkhill has over 30 years of management experience in the investment business. He is a founding partner of systematic macro investment manager Incline Investment Management (IIM). He is registered with the National Futures Association as a Principal and Associated Person of IIM. Mr. Parkhill is also the Managing Partner of Incline Investment Advisors, LLC, a wealth management firm and registered investment advisor. He is also a former Assistant Professor of business at Sierra Nevada College in Incline Village, NV.
Prior to IIM he was the director of marketing for Zazove Associates a multi-billion dollar quantitative convertible securities manager. He was a senior marketing executive at John W. Henry & Company one of the original Commodity Trading Advisors. He was also Managing Director of a small Commodity Trading Advisor in 2007. Before joining the alternative investment space in 2001, Mr. Parkhill spent over ten years in various sales and marketing management roles in the mutual fund industry, notably with Ivy Mackenzie in the U.S. and with Investors Group in Canada. He began his career as an investment analyst with Great-West Life.
Mr. Parkhill earned his MBA from Cornell University with concentrations in Finance and Marketing. He received a B.A. in Economics from the University of Manitoba. He has passed the following FINRA exams; Series 3, 6, 7, 30, 63, 65 and Series 66 and has earned the CFP designation. He is married with three children and resides in Crystal Bay, Nevada.
Mr. Hurlbut is the CIO of Incline Investment Management (“IIM”) and Incline Investment Advisors both registered investment advisors. He is a Principal and Associated Person of IIM. Until May of 2012 he served as the founder and managing member of Everett Capital Management, LLC. At IIM his duties include head trader and portfolio manager for all investment programs including the firm’s proprietary Systematic Hybrid™ strategy. Mr. Hurlbut has also served as a portfolio manager at the Putney Financial Group, in San Rafael and Bradley & Company in San Francisco.
Prior to founding the Everett Capital, Mr. Hurlbut spent six years at Smith Barney in New York and San Francisco as a 2nd Vice President and Blue Chip Council Member. At Smith Barney, he covered middle market institutional accounts and managed discretionary portfolios for high net worth individuals. Mr. Hurlbut received a BA from the University of Virginia where he attended on a swimming scholarship. He is a Chartered Market Technician and member of the CMT Association.
Mr. Hurlbut has been fortunate to have been mentored by a few great traders throughout his career. He has passed the following FINRA exams; Series 3, 7, 31, 63 and 65. He is married and has two children. He currently resides in Mill Valley, California and works in Incline Village, NV and Mill Valley, CA.
Investment Team
Mr. Hurlbut is the CIO of Incline Investment Management (“IIM”) and Incline Investment Advisors both registered investment advisors. He is a Principal and Associated Person of IIM. Until May of 2012 he served as the founder and managing member of Everett Capital Management, LLC. At IIM his duties include head trader and portfolio manager for all investment programs including the firm’s proprietary Systematic Hybrid™ strategy. Mr. Hurlbut has also served as a portfolio manager at the Putney Financial Group, in San Rafael and Bradley & Company in San Francisco.
Prior to founding the Everett Capital, Mr. Hurlbut spent six years at Smith Barney in New York and San Francisco as a 2nd Vice President and Blue Chip Council Member. At Smith Barney, he covered middle market institutional accounts and managed discretionary portfolios for high net worth individuals. Mr. Hurlbut received a BA from the University of Virginia where he attended on a swimming scholarship. He is a Chartered Market Technician and member of the CMT Association.
Mr. Hurlbut has been fortunate to have been mentored by a few great traders throughout his career. He has passed the following FINRA exams; Series 3, 7, 31, 63 and 65. He is married and has two children. He currently resides in Mill Valley, California and works in Incline Village, NV and Mill Valley, CA.
Mr. Rehor has 25 years of experience in investment management. After working as a business analyst at McKinsey & Co., he started his Wall Street career in 1997 as technology sector analyst with Sanford C. Bernstein & Co. From 2000 to 2004 he worked as equity analyst at Putnam Investments on the team managing the International Capital Opportunities Fund (PNVAX). From 2004 until 2013, he was an analyst and portfolio manager at Third Avenue Management where he was a partner and co-manager of the $1billion+ Third Avenue International Value Fund (TAVIX). Mr. Rehor is the founder of investment company Ubival.
He graduated from Yale University with a BA in Economics, summa cum laude. He is a CFA Charterholder and holds the Certificate in Quantitative Finance from CQF Institute in London. He has passed the FINRA exam; Series 3 and currently resides in Pleasanton, CA.
Mr. Luque joined IIM in 2017 after graduating from Sierra Nevada College (SNC), Summa cum Laude, where he attended on a soccer scholarship. He earned a B.S.B.A. in Finance and Economics. He discovered his interest in investments after being one of the top students in Mr. Parkhill’s investments class at SNC. Juan is now the firm’s assistant trader working with the portfolio management team on executing trades across the systematic strategies in the IIM Strategy Suite.
Mr. Luque is registered as an Associate Member of the National Futures Association and as an Associated Person of IIM. He has passed the following FINRA exams; Series 3, 30. He currently lives and works just north of Bogota, Colombia.
Mr. Parkhill has over 30 years of management experience in the investment business. He is a founding partner of systematic macro investment manager Incline Investment Management (IIM). He is registered with the National Futures Association as a Principal and Associated Person of IIM. Mr. Parkhill is also the Managing Partner of Incline Investment Advisors, LLC, a wealth management firm and registered investment advisor. He is also a former Assistant Professor of business at Sierra Nevada College in Incline Village, NV.
Prior to IIM he was the director of marketing for Zazove Associates a multi-billion dollar quantitative convertible securities manager. He was a senior marketing executive at John W. Henry & Company one of the original Commodity Trading Advisors. He was also Managing Director of a small Commodity Trading Advisor in 2007. Before joining the alternative investment space in 2001, Mr. Parkhill spent over ten years in various sales and marketing management roles in the mutual fund industry, notably with Ivy Mackenzie in the U.S. and with Investors Group in Canada. He began his career as an investment analyst with Great-West Life.
Mr. Parkhill earned his MBA from Cornell University with concentrations in Finance and Marketing. He received a B.A. in Economics from the University of Manitoba. He has passed the following FINRA exams; Series 3, 6, 7, 30, 63, 65 and Series 66 and has earned the CFP designation. He is married with three children and resides in Crystal Bay, Nevada.
Operations/Business Development
Mr. Furlan joined IIM in 2017 after graduating cum laude from Sierra Nevada College, with a B.S.B.A. double majoring in Marketing and Resort Management. He is registered as an Associate Member of the National Futures Association and as an Associated Person of IIM. Grant is originally from Saskatchewan, Canada and discovered his passion for investing when he first started putting his own capital to work. He has passed the following FINRA exams; Series 3, 30, 65. Grant lives In Incline Village, Nevada. His interests include snowboarding, golf and spending time at the lake.
Mr. Hindson joined Incline in 2019 after graduating from Sierra Nevada College, where he earned a double major in Finance & Economics and Global Business Management. Jesse’s interest in finance began from a young age when he was exposed to the industry through his Father’s Day trading strategy. This interest in finance was further augmented after interning with the Sierra Angels investment organization as their investment coordinator.
Jesse grew up in Bend, Oregon, but now lives and works in Incline Village, Nevada. He earned a Master’s Certificate in Financial Planning in 2022 from Pepperdine and is a CERTIFIED FINANCIAL PLANNER™ professional. He has passed the following FINRA exams; Series 3 and 65. He is an Associate Member of the National Futures Association. Jesse enjoys skiing, cooking and being outdoors.
Mr. McChesney joined IIM in 2020 after graduating from Sierra Nevada University, where he earned a B.S.B.A. double majoring in Finance and Economics, and Ski Resort Management. Sam’s interest in finance grew while taking economics classes at SNU. After learning about trend following and quantitative trading strategies, he became determined to work for a firm that utilizes these strategies. Sam is from Vermont but now lives and works in Incline Village, Nevada. He has passed the FINRA Series 3 exam. He is an Associate Member of the National Futures Association and Associated Person of IIM. His interests include skiing and German cars.
Memberships & associations
