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LRI Group partners with new Fund Manager 'TAO Alternatives' to launch its Liquid Alternative Strategy

Tuesday, September 05, 2017
Opalesque Industry Update - LRI Group, the leading independent investment services company, has partnered with TAO Alternatives to launch its liquid alternative investment strategy, which has assets of more than EUR 250m.

The investment strategy has been managed since 2007 and is available to institutional investors in the Opportunities Fund, as UCITS and Luxembourg Specialised Investment Fund (SIF). The CACEIS Bank Luxembourg Branch is acting Fund Administrator and Custodian.

TAO Alternatives is managed by fund managers, Dr. Lukas Goetz and Achim Motamedi. The name 'TAO Alternatives' derives from their book 'The Art of Alternative Investing'.

Dr. Lukas Goetz is an experienced fund manager who formerly worked as Senior Portfolio Manager at UNIQA Capital Markets GmbH and has been managing Absolute Return Portfolios for many years. He also holds a doctorate in finance at the Vienna University of Technology and is a certified alternative investment analyst (CAIA). As a guest lecturer in finance, Dr. Goetz specialises in portfolio management, derivatives as well as the decomposition and modeling of risk factors. His work has been published internationally, in renowned journals such as the European Journal of Finance and European Financial Management.

Achim Motamedi has over 10 years' experience in the financial sector and was formerly Head of Tactical Asset Allocation at UNIQA Capital Markets GmbH, where he managed Absolute Return Portfolios. He is a certified securities and derivatives trader (at Wiener Börse Akademie), a certified financial risk manager (FRM), an active member of the Global Association of Risk Professionals (GARP) and certified alternative investment analyst (CAIA). He completed his degree in banking and finance at the University of bfi Vienna, where he teaches part-time as a lecturer in finance. He also graduated with a master's degree at the Technical University in Vienna.

Dr. Lukas Goetz and Achim Motamedi, said: "We are really excited to be partnering with LRI Group as their foundations in risk management and operations provide a strong building block for the ongoing fund management activities. Our strategy is unique as it is highly diversified which aims to avoid tail risk by adding long volatility transactions and delivers consistent returns in the long-run."

Michael Sanders, Managing Director, LRI Invest S.A. said: "We are thrilled about working with TAO Alternatives and building a close relationship with both Dr Lukas Goetz and Achim Motamedi. The ever-changing institutional landscape and high demand of asset managers, pension funds, family offices and insurance companies, shows that liquid alternatives are an attractive option for regulated investors due to the lack of liquidity and transparency of traditional hedge funds."

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