Juan M. Ocampo

President
Trajectory Asset Management, LLC

Prior to founding Trajectory Asset Management LLC and its parent company Demand Insights LLC, Mr. Ocampo served as a Partner of McKinsey & Company, Mitchell Madison Group (and its successor, marchFIRST), and as a Managing Director of Securitas Capital, a private equity investment fund jointly funded by Credit Suisse and Swiss Re. Mr. Ocampo is co-author of the book Securitization of Credit, published by John Wiley and Sons, and author of articles published in the Journal of Applied Corporate Finance and the McKinsey Quarterly. Mr. Ocampo is a graduate of the Massachusetts Institute of Technology and he received an MBA from Harvard Business School.

Also Manages:

  • 2020 High Watermark Fund

Juan M. Ocampo


Kim H. Erle

Managing Director
Trajectory Asset Management, LLC

Prior to founding Trajectory Asset Management and its parent company Demand Insights LLC, Ms. Erle was a Partner of marchFIRST, the successor firm of Mitchell Madison Group. Ms. Erle has also held positions at Bloomberg LP and at Salomon Brothers. Ms. Erle is a graduate of the Operations Research and Industrial Engineering program at Cornell University (with honors). She holds an MA in International Affairs and Economics from the Johns Hopkins School of Advanced International Studies, and an MBA (with honors) in Finance from Columbia Business School.

Also Manages:

  • 2020 High Watermark Fund

Kim H. Erle


Marita Ben Ari, CFA

Vice President
Trajectory Asset Management, LLC

Ms. Ben Ari is a Vice President at Trajectory Asset Management LLC, where her responsibilities include: portfolio position and collateral reconciliation; trading of fixed income securities and equity derivatives; and quantitative investment research. Prior to joining Trajectory Asset Management LLC in October 2005, Ms. Ben Ari was a Financial and Strategy Consultant at TA Strategic Consulting/Ernst & Young (TASC), an Israeli management consultancy since January 2004. At TASC, Ms. Ben Ari served clients in the banking and telecom industries, as well as the Israeli government. Prior to that Ms. Ben Ari also held a position as a research assistant at Tel Aviv University from September 2001 through August 2003, where she specialized in data mining. Ms. Ben Ari holds Bachelor and Master’s degrees from Tel Aviv University in the field of Industrial Engineering and Management, where she graduated first and second in her class respectively. She served for three years as an officer in the Israeli Defense Forces.

Also Manages:

  • 2020 High Watermark Fund

About Trajectory Asset Management

Trajectory Asset Management is a Registered Investment Advisor with the SEC that specializes in risk-controlled alternative strategies. The firm uses proprietary, mathematically grounded, investment processes to manage portfolio risk for its institutional clients including registered investment companies (mutual funds) and separately managed accounts.

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Trajectory Asset Management is an independent and unaffiliated investment sub-adviser to SunAmerica.