©2019 Fort Point Capital Partners LLC

Asset Management

Risk Management

Fort Point provides a broad array of bespoke, option-enhanced portfolio management and hedging solutions to institutional clients including wealth advisory firms, banks, family offices and non-profit organizations.

Over the last decade, our team has structured, traded, and managed over $10 billion notional in customized hedging solutions, comprised of over- the-counter (OTC) and flexible exchange (FLEX) options.

We help clients navigate often opaque derivatives markets, complex tax rules, and regulatory limitations in order to structure and implement a solution that’s tailored to each situation. By serving as a client advocate and independent expert focused on optimizing pricing and related terms, Fort Point levels the playing field with counterparties.

Areas of expertise include:

  • Hedging & Monetization for Concentrated Equity Positions
  • Diversified Portfolio Hedging
  • Systematic Covered Call Writing
  • Structured Note Replication
  • Tail-Risk Solutions
  • Alternative Fixed-Rate Borrowing/Lending Solutions

Private Investments

Fort Point has developed a family of private fund offerings which seek to provide investors with compelling risk-adjusted returns and little to no correlation to broader equity and credit markets.

Asset Management Team

Ted Bruenner, CFA

Managing Director and Portfolio Manager

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Ralph Drybrough

Managing Partner

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Arnold Englander

Chief Financial Engineer

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Roy Haya

Managing Director and Head of Derivative Solutions

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Heidi Johnson

Chief Compliance Officer

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Tej Kamaraju

Investment Associate

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Tim McDowell

Managing Partner

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Joel Newman

Trader

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Oswaldo Simental

Investment Analyst

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Paul Strehle

Managing Director and Portfolio Manager

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Paul Touchstone, CFA

Managing Partner

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Ben Warwick

Managing Director and Chief Investment Officer

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