Investment Team & Organization


RG Alts uses a quantitative investment approach to build risk-mitigated strategies around unique asset classes.  RG Alts is systematic and quantitative in nature, utilizing evidence-based approaches to investing in alternative risk premia.  RG Alts relies on a systematic investment process to guide all investment decisions and seeks to identify and invest in securities and asset classes that are expected to outperform.

Ben McMillan

Portfolio Manager and Chief Investment Officer

Ben McMillan is a founder of RG Alts, LP and serves as the Portfolio Manager of the RG Aurum+ Fund. From 2018 to present, Mr. McMillan has also served as the founding partner and CIO of IDX Insights, a research and indexing company. Prior to that, from 2017 to 2018, Mr. McMillan was CIO of BRIndexes, LLC, an alternative index provider. Between 2015 and 2017, Mr. McMillan served as a portfolio manager at Ramsey Quantitative Systems Inc. (RQSI), where he launched the RQSI Small Cap Hedged Equity Fund. Between 2012 and 2015, Mr. McMillan served as a co-portfolio manager (and co-creator) of the Van Eck Long/Short Equity Hedge Fund Replication Index Fund. Between 2008 and 2012, Mr. McMillan was a Vice President at Lyster Watson where he developed and ran a hedge fund replication strategy. During this period, Mr. McMillan also served as a co-founder of the cloud-based 13F analytics platform, AlphaStratus, which was acquired by eVestment in 2012.

Mr. McMillan holds an MSc in Econometrics from the London School of Economics as well as an MA and BA in Economics from Boston University.

Andrew Swan

Principal, CEO

Mr. Swan serves as the Principal and CEO of RG Alts, LLC. Previously, he served as former Co-founder and President of Bastion Quantitative Sciences, a Quantamental Macro Hedge Fund firm based in New York. From 2016 through 2018 he oversaw the formation, operational development, and strategic guidance of the business. Prior to that, Mr. Swan served as Managing Director of a liquid alternatives CTA based in Phoenix. In his role at the CTA, Andrew led the liquid alternatives division consisting of multiple quantitative mutual funds, which grew to $1 Billion in assets in under four years .

Mr. Swan earned a B.S. of Finance from Arizona State University.

Josh Myers

Director of Portfolio Analytics

Josh Myers is the Director of Analytics for RG Alts, LP. In addition to his role as Director of Analytics, and since June 2019, Mr. Myers also serves as Senior Research Associate for IDX Insights, a research and indexing company. Prior to his roles at RG Alts and IDX Insights, from 2014 to 2019, Mr. Myers served as a Research Associate for Ramsey Quantitative Systems, a $1 billion family office. In this role he gained experience working across quantitative equity portfolios, specialty finance and trading.

Mr. Myers earned a B.A. with a concentration in the Business Scholars’ Program from Hanover College in 2011.

 

Ben Jacobson

Managing Director

Mr. Jacobson serves as Managing Director and is responsible for sales strategy, training, and operations. Mr. Jacobson has spent his entire career in the Asset Management industry, most recently as a Director at a liquid alternatives CTA firm where he led and trained a team that raised $1 Billion in assets in just under 4 years. Prior to that, Mr. Jacobson served high and ultra-high net worth clients at a prominent RIA in Scottsdale, AZ.

Mr. Jacobson earned a B.S. of Finance from Arizona State University.

Operations and Client Service

RG Alt’s operations and client service colleagues enable the investment team to focus on important portfolio management decisions, research, security selection and risk management responsibilities with minimal administrative interference. RG Alt’s established operational leadership infrastructure, which is comprised of a President, COO/CFO, in-house General Counsel and Chief Compliance Officer, is augmented and supported by a full staff of accounting, operations and marketing professionals.

Ben Jacobson is the firm’s Managing Director and coordinates the sales and marketing of the Fund. Mr. Jacobson seeks to develop long-term relationships with institutional investment professionals such as Registered Investment Advisers (“RIAs”).