Samuel Beckers, CEO, was introduced to trading the financial markets during the dot-com boom in San Francisco in the late 1990’s. His mentors were seasoned hedge fund managers that guided his growth and emphasized certain key elements of success. In a short period of time, financial markets experienced unprecedented volatility that educated Mr. Beckers in a variety of market conditions.
Sam began to research liquid markets for short term trading, searching for a consistent, profitable trading advantage. By 2005, observations in his research had led to a fundamental breakthrough which changed the way he viewed markets. Primarily this breakthrough involved looking at account growth from a “risk first” perspective. A year later, he began managing a limited partnership which capitalized on risk management and a unique proprietary trading methodology.
Further refinement and evolution of the methodology naturally led to the futures market and the establishment of the Diversified S&P Program in January, 2011. The program continues to operate after many years using the original concepts, which have repeatedly proven themselves over time.
Mr. Beckers is a Commodity Trading Advisor (CTA), holds a Series 7 designation, and holds a BA in International Business from San Diego State University in California. His passions include all ocean related activities, musical endeavors, spending time with his wife and 2 children, and enjoying the natural beauty of home on Vancouver Island in Canada.
Dario Michalek – CIO is partner and Chief Investment Officer of Soaring Pelican and has approximately twenty years investing experience in stock, options and futures markets and has developed multiple trading strategies based on extensive market behavioral research. He formed Neptune Investing in 2005 and managed client accounts until joining forces with Soaring Pelican in June 2019.
From November 2002 to May 2007 he served as head analyst for Vision Investing Group, LLC a financial newsletter publisher that provides trading education, training and research. Mr. Michalek prepared in-depth analysis reports on S&P 500 and NASDAQ 100 stocks for individual and institutional clients. From August 1999 until October 2002 Mr. Michalek was employed by Mapleton Capital Management, LLC a company that developed trading strategies and conducted trade research. Mr. Michalek was hired to perform research on trading systems and tested thousands of ideas both with computers and manually.
Mr. Michalek resides in Utah with his wife Lori and their six children. He is an avid chess player and a practitioner of the Martial Arts. When he is not trading or doing research he enjoys spending time with his family and working out.