Jordan L. Kahn, CFA
Chief Investment Officer and Portfolio Manager
Jordan Kahn, CFA is the Chief Investment Officer and Portfolio Manager for the ACM Dynamic Opportunity Fund. Additionally, Jordan acts as President and Chief Investment Officer of KAM Advisors where he successfully manages over $200mm in separate accounts. Mr. Kahn has nearly 25 years of experience in the investment industry serving as a senior portfolio manager, equity research analyst, and investment consultant.
Before forming Ascendant Capital Management, LLC, Mr. Kahn was a Managing Partner with Beverly Investment Advisors, and before that a senior portfolio manager for Summit Wealth Management (formerly Berger & Associates). Prior to that, Mr. Kahn ran a technology-focused fund at Kahn Asset Management.
Mr. Kahn received his Masters of Science in Financial Markets and Trading from the Stuart School of Business at the Illinois Institute of Technology. His studies included derivative strategies in corporate finance, trading strategies involving options and futures, and Value-at-Risk (VAR) management. He is also a Chartered Financial Analyst. Mr. Kahn graduated cum laude in Economics with a concentration in Finance from the University of Colorado.
Michelle N. Meacham
Michelle Meacham is a Portfolio Manager for the ACM Dynamic Opportunity Fund. Additionally, Michelle acts as Portfolio Manager for KAM Advisors where she successfully manages over $200mm in separate accounts. Michelle has 7 years of investment experience, serving as an investment consultant, derivatives trader, and capital markets specialist.
Prior to joining Ascendant Capital Management, LLC., she served as a Senior Debt and Derivatives Analyst at Toyota Financial Services, funding up to $25 billion in unsecured and secured debt globally. Prior to that, Michelle worked as an Interest Rate Derivatives Trader at Union Bank, analyzing risk, structuring and executing trades, and identifying proprietary trading opportunities. She also worked as a Financial Advisor at UBS Wealth Management, providing personal financial planning to high net worth individuals, where she held her series 7 and series 66 licenses.
Michelle earned her Masters of Financial Engineering from UCLA Anderson School of Management in 2010. Michelle earned a Bachelor’s degree in Mathematics, with minors in Business and Statistics from Colorado State University in 2008. Michelle is currently a CFA level II candidate.
Alan Savoian is a Portfolio manager for the ACM Dynamic Opportunity Fund. He has over 26 years of experience in the investment field serving as an analyst and portfolio manager.
Prior to joining Ascendant Capital Management (ACM), Alan was a Senior Portfolio Manager at William O’Neil + Co, where he successfully managed proprietary portfolios for the firm’s in-house money management business. He is an expert in analyzing stocks according to the O’Neil CAN SLIM Method which he learned personally from legendary investor William O’Neil.
Alan earned his Bachelor of Arts Degree in Finance from California State University, Northridge in 1989.
David Rabin is Managing Director with Ascendant Capital Management. David leads all sales, marketing and distribution efforts for the ACM Dynamic Opportunities Fund. Mr. Rabin has over 20 years experience in the financial industry.
Before joining Ascendant Capital Management, David served as president of a an alternative mutual fund company where he lead all marketing efforts. David has successfully run distribution regions for SEI, Guggenheim Partners, and Pacific Life Insurance Company.
Mr. Rabin received his Bachelor of Science from Purdue University and currently holds his FINRA series 7, 65, and 63 licenses.
Jacob Barwig is the Operations Manager at Ascendant Capital Management. Jacob has over five years of experience running the day-to-day operations of several firms serving in managerial roles in addition to holding a position as project coordinator. Jacob oversees the daily operations of ACM and provides in-house technical support and assists with the firm’s marketing efforts. Prior to joining Ascendant Capital Management, Jacob was a project coordinator at HCR Wealth Advisors aiding in several projects aimed to develop and grow client relationships.
Jacob earned his Bachelor’s degree in Management from California State University Northridge.
Investors should carefully consider the investment objectives, risks, charges and expenses of the ACM Dynamic Opportunity Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained by calling 1-844-798-3833. The prospectus should be read carefully before investing. The ACM Dynamic Opportunity Fund is distributed by Northern Lights Distributors, LLC, member FINRA/SIPC. Northern Lights Distributors, LLC and Ascendant Capital Management, LLC are not affiliated.
Mutual Funds involve risk including possible loss of principal.
Adverse changes in currency exchange rates may erode or reverse any potential gains from the Fund’s investments.
ETF’s are subject to specific risks, depending on the nature of the underlying strategy of the fund. These risks could include liquidity risk, sector risk, as well as risks associated with fixed income securities, real estate investments, and commodities, to name a few.
Investments in underlying funds that own small and mid-capitalization companies may be more vulnerable than larger, more established organizations.
Derivative instruments involve risks different from, or possibly greater than, the risks associated with investing directly in securities and other traditional investments.
Investments in foreign securities could subject the Fund to greater risks including, currency fluctuation, economic conditions, and different governmental and accounting standards.
In addition to the risks generally associated with investing in securities of foreign companies, countries with emerging markets also may have relatively unstable governments, social and legal systems that do not protect shareholders, economies based on only a few industries, and securities markets that trade a small number of issues.
The Fund is a new mutual fund and has a limited history of operations for investors to evaluate. Investors bear the risk that the Fund may not be able to implement its investment strategies or attract sufficient assets. The Adviser has not previously managed a mutual fund.
Purchased put options may decline in value or expire worthless and may have imperfect correlation to the value of the Fund’s portfolio securities. Written call and put options may limit the Fund’s participation in equity market gains and may amplify losses in market declines. The Fund’s losses are potentially large in a written put or call transaction. If unhedged, written calls expose the Fund to potentially unlimited losses.
The Fund will incur a loss as a result of a short position if the price of the short position instrument increases in value between the date of the short position sale and the date on which an offsetting position is purchased. Short positions may be considered speculative transactions and involve special risks, including greater reliance on the ability to accurately anticipate the future value of a security or instrument. The Fund’s losses are potentially large in a short position transaction.
Beta is a measure of systemic risk. Price to Earnings (P/E) is a valuation ratio of a company’s current share price compared to its per share earnings. Gross Long and Short Exposure is the percentage in securities that are expected to rise and decline, respectively.