Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Post-Strategic Review, Beaulieu Brings Three Senior Execs to Altegris Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, July 13, 2017

Post-Strategic Review, Beaulieu Brings Three Senior Execs to Altegris

Reported by Jennifer Qiao

La Jolla, California-based Altegris Advisors' Martin Beaulieu, executive chairman and CEO, is expanding its leadership team. Following the firm's strategic review, Altegris has hired three senior executives: Robert Naka, chief operating officer; Leah Curtis, director of marketing; and Preeti Malik, head of strategy.

Naka and Malik are joining Altegris from Salient Partners, and Curtis is joining Altegris from Matthews Asia. Representatives from Salient Partners and Matthews Asia could not be immediately reached on how Naka, Malik, and Curtis' duties are being handled.

Naka worked at Salient Partners for 8 years, where his most recent role was chief operating officer. In this role he planned, carried out, and oversaw the operational integration of Forward Funds and Salient Partners, and optimized the firm's operations, IT, fund accounting, and technology.

Curtis joins Altegris from Matthews Asia where she was vice president of US marketing in their San Francisco office. She was responsible for the company's channel marketing activities across the U.S. and Latin America.

At Salient Malik was vice president of strategy and worked with the management team to direct and develop strategic and growth initiatives on business investments and acquisitions.

Naka will report to Beaulieu. "Rob joins at an important time for Altegris, and his deep expertise and proven track record enhancing core alternative investment operations will be instrumental in paving the way for Altegris' growth moving forward," states Beaulieu. These hires are part of Altegris' commitment to better meet the evolving needs of clients and delivering optimal alternative investment solutions to individual and institutional clients.

Under their new roles, Naka will oversee the operations and IT departments to enhance the firm's operational infrastructure, and Curtis will work with Altegris' distribution teams and advance marketing strategies for key distribution partners and client segments.

"We are pleased to have Rob, Leah and Preeti on board, and look forward to leveraging their extensive experience in product development, strategy and mergers and acquisitions as we explore new opportunities to enhance our platform," states Beaulieu. "We are focused on continuing the momentum of 2017 and build upon our success by expanding our existing capabilities and bringing on new ones that match the needs of our clients."

Altegris has $2.2 Billion in AUM. The firm is wholly owned by the private equity firms Aquiline Capital Partners and Genstar Capital Management. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q4Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. WE Phoenix Chapter Gives Back, October 7
  2. ICI webinar - The Great Operational Rethink: AI Automation & the Algorithmic Asset Manager, October 7
  3. 10th annual Fuse Forum, October 8
  4. Citywire Austin RIA CIO Summit 2025, Oct 9-10
  5. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  6. WE South - How to Trade an ETF, October 14
  7. 2025 MMI Annual Conference, Oct 15-17
  8. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  9. Nicsa webinar - Board Considerations: Fiduciary Duties and Decision-Making In ETF Dual Share Adoption, October 15
  10. IMEA webinar - Rethinking Audience, Access, and Impact In Advisor-Facing Content, October 16
  11. WE Philadelphia - Fall Networking Happy Hour, October 16
  12. MFDF webinar - From Awareness to Assets: Why Marketing Matters for Registered Funds, October 21
  13. MFDF webinar - Latest in Closed-End Funds Litigations, October 23
  14. Samfund Soiree Manhattan 2025, October 23
  15. Tiburon CEO Summit XLIX, Oct 27-29
  16. IDC Fund Directors Conference, Oct 27-29
  17. IMEA Leadership Planning Meeting, October 28
  18. IMEA Leadership Summit, Oct 28-29
  19. IMEA Rising Star luncheon, October 28
  20. IMEA Boutique Managers luncheon, October 28
  21. IMEA Philanthropic Day, October 28
  22. 2025 Sohn San Francisco Investment Conference, October 28
  23. Nicsa ALFI webinar - The Proposed New Luxembourg Carried Interest Regime: Elixir of Life for Luxembourg Investment Funds?, October 29
  24. Schwab Impact 2025, Nov 2-4
  25. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  26. MFDF In Focus webinar - Audit Committee Chair, November 5




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use