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Protec Energy Partners

protec.altavra.com

Open A Futures and/or Forex Trading Account.

Manager Name: Protec Energy Partners
Program Name: ET1
Minimum Investment: 200,000 USD
Strategy: Discretionary
Markets: Energy
Restrictions: QEP
Disclosure Document: Call
Management Agreement:  Call
Download Page: Download & Save: Protec Energy Partners
Print Page: Printable Version: Protec Energy Partners
Disclosure Statement: Open

View The Performance Report for

Protec Energy Partners

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Managed Futures CTA Report: Protec Energy Partners

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Online Account Application: open.altavra.com / Account Forms: forms.altavra.com / Manager Shortcut: protec.altavra.com

Program Description: Strategy Discussion

 

Since Protec Fund Management’s inception in 1999, Advisor’s co-managers and trading principals, Messrs. Greenberg and Garner, have dedicated their business efforts toward energy-related futures and options trading, and have gained experience in the related financial markets. Their work on behalf of Protec Fund Management included their assessment of the account performance of Protec Fund Management Account #1 beginning in April 2010, and of Protec Fund Management Account #2 beginning in November 2010, as related above. Also, as related above, Protec Fund Management Account #1 and Protec Fund Management Account #2 were managed by Protec Fund Management using the same investment strategies as employed in the Trading Program summarized below. That Trading Strategy has been continued Protec Energy Partners from and after the date of first use of the Initial Disclosure Document. The following summary is general in nature and not exhaustive.


Protec Energy Partners seeks capital appreciation in client trading accounts through speculative trading in commodity futures and options on such futures. In furtherance of this goal, Messrs. Greenberg and Garner and Ms. Wylie have studied and will study (on behalf of Protec Fund Management and Protec Energy Partners) energy-specific commodity and financial markets. Protec Energy Partners purpose is to understand and anticipate specific forces affecting price volatility, to project price floors and ceilings for natural gas, refined petroleum and ethanol, and to develop sound and timely investment and hedge approaches, all to provide for growth in investment portfolios.

 

Protec Energy Partners believes that investment portfolio allocations can benefit from a carefully managed commodities hedge component, consistent, of course, with the principal’s resources and risk tolerance. Protec Energy Partners trading strategy and supporting programs were developed based on its co-managers’ realization that their hedge strategies in support of the Protec Fund Management business had achieved better than average gains when measured against selected investment programs.


Andrew Greenberg and Todd Garner developed an investment model that uses price put and call options in an attempt to adapt to market volatility and they formed Protec Energy Partners as a vehicle for offering to selected investment customers the commodities trading strategy they developed. That trading strategy, as discussed in the Disclosure Document, is referred to for convenience as the “Trading Program”. Protec Energy Partners sometimes also refers to the Trading Program, including in the presentation of the Protec Fund Management Account #1, Protec Fund Management Account #2 and composite performance results set forth in the disclosure document as the “ET1 Program”. The Trading Program is proprietary to Protec Energy Partners and Protec Fund Management and confidential.

 

Trends - Where Prices Are Not

The Trading Program is based on Andrew Greenberg’s and Todd Garner’s experience and knowledge of the energy-based futures markets and underlying market forces. Protec Energy Partners intends to execute the Trading Program based on three main functions: market analysis, put and call time and price strategies, and regular calibration to control risk and opportunities in the midst of volatility.

 

Protec Energy Partners analyses derive from its principals’ collective expertise and roughly 24 years’ collective experience (since inception of Protec Fund Management) in energy commodities procurement, distribution, trading and risk management. Andrew Greenberg and Todd Garner draw on their experience with production sources, markets, distribution logistics, and supply and demand features pertinent to the energy sector; domestically and internationally. They monitor regularly the state of the U.S. economy as well as the global economic and political situations as may bear on energy-related issues.


Methodology
The Trading Program is guided by volatility, looking in the energy markets for price and hedge opportunities with low-risk profiles. Protec Energy Partners studies the near-past and present to anticipate the near-future, focusing as much on where the market is not (and is not likely to be), as on where the market is. Its option timing and price strategies are modeled on Protec Energy Partners assessment of where prices are likely not to go, high-side or low-side. Mindful of constant market fluidity, Protec Energy Partners reviews and adapts price and product strategies regularly. Protec Energy Partners pricing and timing decisions with respect to energy-related futures are guided by regular monitoring of supply and demand patterns and the sources and nature of volatility.

 

Based on research and technical analyses, Protec Energy Partners analyzes market trading ranges in the short-term for a variety of energy-related products and futures, and seeks to price options as targeted investments outside of the projected trading ranges. To do this, Protec Energy Partners regularly reviews and analyzes trends and option values in various markets with the objective of creating trading strategies separate and apart from trend-based strategies. Protec Energy Partners updates its analyses regularly and based on its assessments, Protec Energy Partners sells and buys call and put options at different exercise prices outside the anticipated market trading range.


Protec Energy Partners Trading Program is implemented through trading in futures and options on energy-related commodities on the Chicago and New York Mercantile Exchanges. Protec Energy Partners will trade futures and options on futures, and to a limited extent may trade in exchange-cleared swaps, on the following commodities: crude oil, Brent crude, unleaded gasoline, heating oil, and natural gas.


Of course, risks cannot be eliminated and profits cannot be guaranteed through any conceivable management and risk control techniques. Protec Energy Partners offers experience, judgment, discipline and a seasoned price/hedge methodology that has supported Protec Fund Management’s business for 12 years, while regularly assessing client risk tolerance.


Protec Energy Partners does not rely on pre-programmed computer-generated trading prompts. Rather, Protec Energy Partners assesses prices and trends by trending and non-trending analytics, and decides on futures and options strategies using in-house intellectual capital, experience and instincts. Applying a disciplined, business-oriented approach to the markets in which Andrew Greenberg and Todd Garner and Cate Wylie work daily, and focusing specifically on sources and magnitudes of volatility, the Trading Program looks at price ceilings and floors, or more precisely trading ranges projected by its analyses, and seeks to take advantage of trades that fall outside of projected high and low parameters. By these means, the Trading Program is intended to create favorable option strategies by projecting price trends and limits in volatility swings in the short-term.

 

Management Information

Protec Energy Partners, LLC is a Florida limited liability company, organized on September 9, 2009. Protec Energy Partners is an affiliate of Protec Fuel Management LLC, an energy marketing and trading company founded in February 1999. Protec Fuel Management's principals, Andrew Greenberg and Todd G. Garner, conceived Protec Energy Partners business purpose as an investment manager and commodities trader, as an outgrowth of Protec Fuel Management’s main business. Protec Fuel Management markets and trades in physical and financial energy products, including refined petroleum products, natural gas and ethanol, serving a broad client base throughout the United States, including energy producers, refiners and wholesalers, industrial companies, transportation companies, jobbers, convenience store outlets, fleet operators and state, county and municipal governments.


Protec Fuel Management’s business is to identify sources of specified energy-related products, and to establish with selected sources not-to-exceed prices for clients with energy price exposure, for a specified quantity of fuel products during a specified duration. For clients desiring direct product delivery, Protec Fuel Management will also arrange for this service. To provide product and price solutions for clients, Protec Fuel Management monitors and analyzes fuel production, reserve and purchasing reports, at times throughout each business day and regularly. Its fuel procurement arrangements for client accounts include swaps, price collars and options, enabling Protec Fuel Management to respond to fluctuating energy prices.


Protec Energy Partners principals, Andrew Greenberg and Todd G. Garner, recognized that the expertise they developed and deploy in furtherance of Protec Fuel Management’s business could serve as the basis for an energy futures trading strategy for an independent investment management business, separate and apart from Protec Fuel Management. Their interest in establishing a separate investment management business was supported by a number of Protec Fuel Management clients, who encouraged Andrew Greenberg and Todd Garner to assume an investment management role, considering that their independent investment goals could be furthered by employing the same or similar pricing strategies employed by Protec Fuel Management.

 

Andrew Greenberg and Todd Garner formed Protec Energy Partners on September 9, 2009, intending to use Protec Energy Partners as an investment advisor, using the Protec Fuel Management pricing analyses that were being utilized in the Protec Fuel Management business. They subsequently registered Protec Energy Partners as a Commodity Trading Advisor (“CTA”) and a Commodity Pool Operator (“CPO”) with the Commodity Futures Trading Commission (the “CFTC”), effective June 17, 2010 in each case. On June 17, 2010, Advisor became a member of the National Futures Association (the “NFA”). Protec Fuel Management is not registered as a CTA.

 

In March 2010, prior Protec Energy Partners becoming registered as a Commodity Trading Advisor, Protec Fuel Management established a particular Protec Fuel Management customer account for which Protec Fuel Management began trading on April 13, 2010, using the same analyses as the Trading Program described in the Disclosure Document. Protec Fuel Management tracked performance of that account from and after the commencement of trading in April 2010. The performance of a second Protec Fuel Management customer account was included within Protec Fuel Management’s performance tracking beginning in November 2010. The Protec Fuel Management's management services for the second customer included in Protec Fuel Management’s performance tracking also used the same analyses as the Trading Program described herein, and the performance results deriving from Protec Fuel Management’s management services for the two Protec Fuel Management accounts mentioned above are the basis for the Performance Records in the disclosure document. Those two Protec Fuel Management accounts, referred to respectively as “PFM Account #1” and “PFM Account #2”, represent Protec Fuel Management customer equity in a cumulative amount of almost $1.86 million as of October 31, 2011. The two Protec Fuel Management customers in question advised Andrew Greenberg and Todd Garner of their intent to reestablish their Protec Fuel Management trading accounts as PEP-advised investment accounts, promptly after the date of the first intended use of a Confidential Disclosure Document that Protec Energy Partners prepared and submitted to the NFA and that became effective as of December 8, 2011. The Disclosure Document updates and restates the Initial Disclosure Document in its entirety, effective as of May 4, 2011. Protec Energy Partners has submitted the Initial Disclosure Document and the current Disclosure Document to the NFA, notwithstanding the fact that Protec Energy Partners provides and intends to provide advisory services only to Qualified Eligible Persons (QEP) in connection with investment accounts that are deemed to constitute “exempt accounts” pursuant to 17 C.F.R. Section 4.7 (d).


Protec Energy Partners had no business operations and did not operate as a Commodity Trading Advisor (CTA) from its formation until the date of the first intended use of the Initial Disclosure Document. Since its formation, Protec Energy Partners has not operated as a Commodity Pool Operator (CPO) and as of the date of the first intended use of the Disclosure Document, Advisor has no plans to operate as a Commodity Pool Operator (but may decide to do so in the future).

 

Andrew Greenberg, Todd G. Garner and Cate Wylie are the Advisor’s NFA-listed trading principals. A summary of composite past performance using analyses employed under the Trading Program described below, beginning in April 2010 with the two PFM trading accounts directed by Andrew Greenberg and Todd Garner for Protec Fuel Management customers, and continuing since December 2011 at which time use of the Initial Disclosure Document began. Andrew Greenberg and Todd Garner became listed with the NFA as Protec Energy Partners principals on June 17, 2010.

 

Since co-founding Protec Fuel Management in February 1999, Andrew Greenberg has been principally responsible for Protec Fuel Management’s risk management and trading policy for its refined fuel clientele. In that capacity, his duties include the development and execution of client risk management strategies, risk analyses, and portfolio management. In addition to his engagement with Protec Fuel Management, Andrew Greenberg co-founded Protec Energy Partners in September 2009. Since that time, Andrew Greenberg has been responsible for articulating Protec Energy Partners business goals, and for determining the timing to process the Disclosure Document and launch Protec Energy Partners intended business after the NFA’s acceptance of the Disclosure Document.


Since co-founding Protec Fuel Management in February 1999, Todd Garner has been principally responsible for Protec Fuel Management’s day-to-day operations. Todd Garner directs Protec Fuel Management’s marketing, business development and procurement divisions for conventional and alternative fuels. He also co-heads (with Andrew Greenberg) Protec Fuel Management’s risk management for its refined fuel clientele. In addition to his engagement with Protec Fuel Management, Todd Garner co-founded Protec Energy Partners in September 2009. Todd Garner’s duties include the development and execution of client risk management strategies, risk analyses, and portfolio management for Protec Energy Partners.


Andrew Greenberg and Todd Garner will be assisted in managing Protec Energy Partners business by Mr. Favazza and by Cate Wylie. Mr. Favazza became chief financial officer both of Protec Energy Partners and of Protec Fuel Management in June 2011, after serving for the previous 23 years as finance director for AECOM, from March 1987 until February 2010. AECOM is a publically traded company engaged in engineering, construction and risk management. After leaving AECOM and before joining Protec Energy Partners and Protec Fuel Management, Mr. Favazza worked as an independent financial advisor, from March 2010 until May 2011. As Chief Financial Officer (CFO) of Protec Energy Partners and of Protec Fuel Management, Mr. Favazza is responsible for all financial aspects of each company, including accounting functions, financial statements, audits, reporting and contract management.

 

Cate Wylie joined Protec Fuel Management in May 2006 and has served as its Director of Risk Analysis since then. Cate Wylie’s additional responsibilities at Protec Fuel Management include managing the pricing of alternative fuels, purchasing of wholesale ethanol/gasoline and assisting in Protec Fuel Management’s risk management business. In addition to her engagement with Protec Fuel Management, Cate Wylie will assist Andrew Greenberg and Todd Garner with risk management, trading policy and administrative duties for Protec Energy Partners. On June 17, 2010, Cate Wylie became listed as a principal of Protec Energy Partners and registered as an Associated Person of Protec Energy Partners with the CFTC/NFA.

 

The descriptions above are from the manager’s disclosure document.

 

THE RISK OF LOSS IN TRADING FUTURES, OPTIONS AND OFF-EXCHANGE FOREX CAN BE SUBSTANTIAL.  PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.  PLEASE READ THE CTA'S RISK DISCLOSURE DOCUMENT CAREFULLY BEFORE INVESTING MONEY. 

 

Disclosure Statement       Download PageDownload & Save: Protec Energy Partners       Print Page Printable Version: Protec Energy Partners

 

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THE RISK OF LOSS IN TRADING FUTURES AND OPTIONS CAN BE SUBSTANTIAL. PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. THIS MATERIAL HAS BEEN PREPARED BY A SALES OR TRADING EMPLOYEE OR AGENT OF ALTAVRA AND IS, OR IS IN THE NATURE OF A SOLICITATION. THIS MATERIAL IS NOT A RESEARCH REPORT PREPARED BY AN ALTAVRA RESEARCH DEPARTMENT. YOU AGREE THAT YOU ARE AN EXPERIENCED USER OF THE FINANCIAL MARKETS, CAPABLE OF MAKING INDEPENDENT TRADING DECISIONS, AND AGREE THAT YOU ARE NOT, AND WILL NOT RELY SOLELY ON THIS DOCUMENT IN MAKING TRADING DECISIONS. (ALTAVRA.CO/RISK)

THIS CONTENT AND ALL OF ITS LINKS ARE FOR INFORMATIONAL PURPOSES ONLY, AND IS CURRENT ONLY AS OF THE DATE(S) HEREOF. IT DOES NOT CONSTITUTE A SOLICITATION FOR ANY CTA OR TRADING PROGRAM, AND THE INFORMATION IS SUBJECT TO CHANGE WITHOUT NOTICE. THE FIGURES CONTAINED HEREIN WERE OBTAINED OR COMPILED FROM INFORMATION PROVIDED BY THE CTA, TRADER OR THEIR REPRESENTATIVES. NEITHER ALTAVRA NOR ANY OF ITS AFFILIATES OR EMPLOYEES MAKES ANY ENDORSEMENT OR REPRESENTATION AS TO ITS ACCURACY, VALIDITY OR COMPLETENESS. THE INFORMATION HAS NOT BEEN INDEPENDENTLY VERIFIED AND THEREFORE CANNOT BE GUARANTEED. WHILE ALTAVRA MAY PROVIDE INVESTORS WITH CTA ANALYSIS, ALTAVRA DOES NOT PROVIDE “DUE DILIGENCE” ON AN INVESTOR’S BEHALF AND IS NOT RESPONSIBLE FOR A CUSTOMER’S INVESTMENT DECISIONS.

NO OFFER OR SOLICITATION MAY BE MADE PRIOR TO REVIEW OF THE CTA’S CURRENT DISCLOSURE DOCUMENT (
FORMS.ALTAVRA.COM), WHICH INVESTORS SHOULD READ CAREFULLY PRIOR TO INVESTING. INVESTORS MAY ALSO WISH TO CONSULT THEIR LEGAL, TAX AND INVESTMENT ADVISORS TO DETERMINE WHETHER AN INVESTMENT IS APPROPRIATE IN LIGHT OF THE INVESTOR’S RISK TOLERANCE, INVESTMENT OBJECTIVES AND FINANCIAL SITUATION.

ALL FUTURES AND OPTIONS TRADING INCLUDING MANAGED FUTURES IS SPECULATIVE, INVOLVES A HIGH DEGREE OF RISK AND IS SUITABLE ONLY FOR PERSONS WHO CAN ASSUME THE RISK OF LOSS IN EXCESS OF THEIR MARGIN DEPOSIT. NO REPRESENTATION OR ASSURANCE IS MADE THAT ANY CTA OR TRADING PROGRAM WILL OR IS LIKELY TO ACHIEVE ITS OBJECTIVES, BENCHMARKS OR TARGETED RETURNS OR THAT ANY INVESTOR WILL OR IS LIKELY TO ACHIEVE A PROFIT OR WILL BE ABLE TO AVOID INCURRING SUBSTANTIAL LOSSES.

 
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