Industry Resources/Media

Industry Resources

The following websites can be useful when you are seeking more information about investing in strategies that include equities and futures like IIM’s “Systematic Hybrid™”:

1. CFTC – Commodity Futures Trading Commission
www.cftc.gov
This is the Federal agency the oversees trading on all US futures markets. It is similar to the SEC.

2. NFA – National Futures Association
www.nfa.futures.org
This is the self regulatory body that enforces the regulations of the CFTC.Incline Investment Management is regulated by the NFA as a registered Commodity Pool Operator (“CPO”). IIM is a member of the NFA. Mr. Parkhill and Mr. Hurlbut are registered associate members of the NFA. Their website has a”Broker/Firm Information” database where investors can search for firms to ensure they are registered.

3. FINRA – Financial Industry Regulatory Authority
www.finra.org
This is the self regulatory body that enforces the regulations of the SEC.

4. AIMA – Alternative Investment Management Association
www.aima.org
This is the premier association for hedge fund professionals from around the world. IIM’s Due Diligence Questionnaire, which is available upon request, has been modeled after the AIMA standard DDQ for CTA’s. Note that Mr. Parkhill was an AIMA committee member for the development of the original DDQ developed for AIMA when he worked at John W. Henry & Co.

5. MFA – Managed Funds Association
www.managedfunds.org
This is the domestic version of AIMA. Quite popular amongst the CTA community (many CTAs are members of the MFA). Their website has some helpful information about investing in hedge funds.

6. CME – Chicago Mercantile Exchange
www.cmegroup.com
This exchange is responsible for regulating the Futures Commission Merchants and is based in Chicago. Their website has a number of different resources and articles that will be helpful to most investors.

Media

News Publications: 

Investing With The Trends

IIM EVENTS & CONFERENCES

Attended:

2019
♦ CAL ALTS Los Angeles March 2019- Los Angeles
2018
♦ Meet the Niche Manager Macro Seminar May 2018- New York
♦ Cryptocurrency Forum April 2018- New York
♦ Emerging Manager Forum April 2018- New York
♦ Emerging Manager Forum CTA Expo April 2018- New York
♦ CoinAlts Fund Symposium April 2018- New York
♦ NIBA Conference April 2018- New York
2017
♦ CAL ALTS Silicon Valley Nov 2017- Mountain View
♦ Emerging Manager Forum Nov 2017- San Francisco
♦ TradeShow West Feb 2017 – San Francisco
– Emerging Manager Roundtable featuring Ted Parkhill
♦ Cap Intro West Jan 2017 – San Francisco
2016
♦ CTA Expo Dec 2016 – Miami
– Shark Tank Pitch by Ted Parkhill
♦ Emerging Manager Forum – West Coast – San Francisco
– Panel Speaker featuring Ted Parkhill
♦ BHA Select Hedge Fund Conf Sept 2016 – Boston
♦ CTA Expo Sept 2016 – Chicago
and many others!

MEMBER AGREEMENT

Welcome to Incline Investment Management, LLC, before you can gain access to this website, you must read and agree to our disclaimer, including any future amendments.

TERMS OF USE

The risk of loss in trading commodities and equities can be substantial.  You should, therefore, carefully consider whether such trading is suitable for you in light of your financial condition.

The high degree of leverage that is often obtainable in commodity trading can work against you as well as for you.  The use of leverage can lead to large losses as well as gains.  Managed commodity accounts are subject to substantial charges for management and advisory fees.  It may be necessary for those accounts that are subject to these charges to make substantial trading profits to avoid depletion or exhaustion of their assets.  A complete description of the principle risk factors and each fee to be charged to your account by the manager is available upon request.

This site is only available to “accredited investors”.  If you know you are considered an accredited investor then you may access the site by pressing the “I Agree” button below.  If you are not sure please contact Incline Investment Management, LLC at 775-831-2287.

Before a commodity account may be opened for you there are disclosure statements that will need to be provided to you that are not available on this site.  Please acknowledge your understanding of the above statement by clicking “I Agree.”  You may then continue to view the site.

I have read and understand the statement presented and confirm that I am an “accredited investor” and wish to proceed.

THE AGREEMENT

By clicking “I Agree” you are indicating that you have read and agree to the above disclaimer.