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David Burkart

CFA
Founder / Chief Investment Officer
Coloma Capital Futures, LLC
Country or state 
United States
City 
San Francisco
Fee 
Ask for pricing
Volunteer
Yes

Personal Details

Bio

David Burkart, CFA, is the leader, owner and founder of Coloma Capital Futures LLC, applying over eight years of portfolio management, research and client relationship experience from Barclays Global Investors (now Blackrock). In addition to building an $800+ million institutional commodities business from the ground up, he was instrumental in leading BGI/BR’s $9 billion commodities iShares efforts. Prior to his commodities responsibilities at BGI/BR, he managed fund-of-fund and synthetic products. Earlier in his career, Mr. Burkart worked in Gap Inc’s Treasury department and at Bank of America in syndicated lending and foreign exchange. He graduated from the Wharton School of Business with his MBA in finance, holds an MA from the University of Virginia in foreign affairs (Soviet Studies) and received his BA in economics from the University of California at Santa Barbara.

Mr. Burkart is a Chartered Financial Analyst (CFA) charterholder and an educator on commodities topics for CFA Institute in the US, Canada, Europe and the Middle East. He has written and edited CFAI's curriculum materials for commodities and alternative investments associated with all three exams. Finally, he is the current Chair for CFAI's Financial Analyst Seminar, one of the Institute's select annual conferences.

Current position (1)

Founder / Chief Investment Officer

Coloma Capital Futures, LLC

Degrees (3)
MBA - Finance
Wharton School of Business / U Pennsylvania
1996 to 1998
MA - Foreign Affairs / Soviet Studies
University of Virginia
1990 to 1992
Economics
University of California, Santa Barbara
1986 to 1990

Presentations

Presentations (2)
Commodities as an Asset Class

A discussion on the long-run return potential of commodities, its relationship to traditional asset classes and practicalities of adding it to a portfolio. Topics of the day are contributed extemporaneously (oil markets and geopolitics, global demand for grains, etc).

Transforming Volatility: Investment Foe to Trading Friend

Describes equity market volatility, what the VIX Index is and how equity volatility can be added to portfolios while minding common pitfalls. Not a technical discussion on option theory but a more high-level presentation appropriate for the generalist.

Past talks (2)
Commodities as an Asset Class
CFA Institute's Designated Speaker Program, Private Wealth Conference, MidEast Travelling Conference, Financial Analyst Seminar
San Francisco, Boston, Chicago, UAE, Jordan, Bahrain, Paris, Calgary, Edmonton, Toronto, Montreal, Birmingham, Nashville, Detroit, Phoenix, Seattle
January 10, 2015
Commodities as an Asset Class
San Francisco State University, University of California at Berkeley, Hult International Business School
San Francisco, Berkeley
January 10, 2018
  • All (2)
  • Videos (2)
  • Photos
Commodities Trading - Coloma Capital Futures - with David Burkart
Commodities: The Complementary Role of Real Asset Beta in Your Portfolio
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Expertise (7)

Business
Investment Management Commodity market analysis Managed Futures Commodities VIX Volatility Trading

Awards & certifications (3)

CFA Charterholder
CFA Institute
2017
Co-author, CFAI Level 2 Reading: Commodities
CFA Insitute
2018
Reviewer, CFAI Exam Readings (various)
CFA Insitute
Recommendations
Why choose me? 

I speak with expertise and humor on commodities and VIX trading, and for CFAI for 15+ years.

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