The Fund competitors

Robert Steven Kaplan has served as the 13th president and CEO of the Federal Reserve Bank of Dallas since September 8, 2015. He represents the Eleventh Federal Reserve District on the Federal Open Market Committee in the formulation of U.S. monetary policy and oversees the 1,200 employees of the Dallas Fed. Kaplan was previously the Martin Marshall Professor of Management Practice and a Senior Associate Dean at Harvard Business School. He is the author of several books, including What You Really Need to Lead: The Power of Thinking and Acting Like an Owner; What You're Really Meant To Do: A Road Map for Reaching Your Unique Potential; and What to Ask the Person in the Mirror: Critical Questions for Becoming a More Effective Leader and Reaching Your Potential. Prior to joining Harvard in 2006, Kaplan was vice chairman of The Goldman Sachs Group, Inc. with global responsibility for the firm's Investment Banking and Investment Management Divisions. He became a partner in 1990 and served as co-chairman of the firm’s Partnership Committee. He was also a member of the Management Committee. Following his 23-year career at Goldman Sachs, Kaplan became a senior director of the firm. He serves as chairman of Project A.L.S. and co-chairman of the Draper Richards Kaplan Foundation, a global venture philanthropy firm that invests in developing non-profit enterprises dedicated to addressing social issues. He is also a board member of Harvard Medical School. Kaplan previously served on the boards of State Street Corporation, Harvard Management Company, Bed Bath & Beyond and Heidrick & Struggles International, Inc. He was also a trustee of the Ford Foundation, co-founding board chair of the TEAK Fellowship, co-founder and chairman of Indaba Capital Management, LP and chairman of the Investment Advisory Committee at Google, Inc. Kaplan was appointed by the Governor of Kansas as a member of the Kansas Health Policy Authority Board. Born and raised in Prairie Village, Kansas, Kaplan received a bachelor of science degree in business administration from the University of Kansas and a master’s degree in business administration from Harvard Business School.

Drew K. Horter is the President and Founder of Horter Investment Management, LLC. Mr. Horter has extensive industry knowledge as an Investment Advisor Representative, and has previously held FINRA Securities licenses that include the Series 6, 7, 22, 24 and 63. With over 37 years of investment management experience, Mr. Horter has experienced many economic, political and financial cycles. Horter Investment Management was founded in 1991 as a Registered Investment Advisor. Horter Investment Management currently has over 200 investment advisor representatives and relationships with more than 50 independent advisory firms, representing over 100 additional investment advisor representatives. These advisors are spread across 44 states, including Hawaii. Mr. Horter’s firm manages assets on a fee basis for its clients. Early in his career Mr. Horter recognized the need for high quality private wealth managers for his clients. Since 2007 he has focused on low risk, low volatility tactical or multi-alternative ETF's or mutual funds. These managers strive to smooth out this return strategy to attain equity like rates of return without the risk generally associated with the stock market. To complement the low risk and low volatility managers, Horter Investment Management also works with higher volatility ETF managers that present additional opportunities for clients to grow their assets if their risk profiles are much higher. With Mr. Horter’s extensive background investing in the financial markets and tactical management approach, leading media outlets consult his expertise. His insight has been featured by a number of prominent publications across the country, including The Wall Street Journal, Chicago Tribune, Investment News and the Wall St. Cheat Sheet among others. Tactical Fund Advisors oversees $200M in Assets Under Management with 5 Tactical Mutual Funds. Mr. Horter is a licensed insurance professional. Insurance products are offered through Horter Financial Strategies, LLC.