Founder & CEO of KKM Financial
Mr. Kilburg is the Founder & CEO of KKM Financial, an Alternative Investment Advisory firm. He personally has more than fifteen years of market experience. Mr. Kilburg started his career at the CBOE located in Chicago, IL. At Mercury Trading, he was able to develop a solid foundation for the Equity options markets. After spending time learning Equity options from Mercury Founders Jon & Pete Najarian, he was offered an opportunity to walk across Van Buren street to the Bond option pits located at the CBOT. Fortunately for him, he was able to work with one of the premier firms, Ritchie Capital Markets Group. Joe Ritchie, the creator of the theoretical value of a Bond option, was the Founder of Ritchie Capital Markets. His son, Thane, was the managing Director at the time and Mr. Kilburg had the ability to learn from a team of veteran traders in all of the various fixed income pits located on the floor of the Chicago Board of Trade (CBOT). Furthermore, Mr. Kilburg was introduced to the volatility associated with Fixed Income as most investors know it can be sensational. This strong footing in the Fixed Income option world opened up the opportunity for him to gravitate towards the Bond Futures pits. He subsequently became a team member and an assistant Broker in the 30 Year Futures pit with the specialist group, JLS Group. As the 30 year Bond pit was the largest and most liquid Bond contract back in the 1990’s, it was a tremendous opportunity and became the starting point for his deep knowledge in Futures. Mr. Kilburg is regarded as one of the industry’s premier Futures Traders & is a member of the Futures Now team on CNBC. After time well spent with the JLS Group, Mr. Kilburg decided to launch a Floor operation of his own. In 1999, Mr. Kilburg began his floor operation in the 30 year Bond Future pit. After the benchmark was switched from the 30 year Bond to the 10 year Note in the early 2000’s, he transitioned into the 10 Year Note pit and became one of the larger market makers in the 10 year note pit. Having the ability to trade the entire curve via the various available spreads, Mr. Kilburg was afforded the opportunity to obtain vast experience in understanding risk management. Deep understanding of the Treasury Curve has proven applicable into various Futures markets and truly helps separate Mr. Kilburg from his peers. Risk management has proven to be a critical skill as Mr. Kilburg transitioned his Floor operations into a Registered Investment Advisory firm in 2012. As a SEC Registered Investment Advisory firm , KKM Financial is an industry leading Alternative Investment firm. Mr. Kilburg gained national recognition back in 2012 when calling for the 10 year note, on CNBC, to fall to historic lows under the 1.5% level. Since then, Mr. Kilburg has engaged in an exclusive contract as a CNBC Contributor and is regularly on-air sharing insight on the Markets. In addition, he is regularly featured on Yahoo Finance and speaks at a variety of conferences globally to share thoughts alongside other industry titans. Additionally, he is a four-year football scholarship student-athlete (under Lou Holtz) and a graduate from the Mendoza College of Business at The University of Notre Dame.
Daniel P. Bylsma, CFA
Daniel P. Bylsma, CFA is a portfolio manager at KKM Financial, LLC. He also is a critical member of the internal research team at KKM Financial, with a primary focus on stock selection during portfolio construction. Daniel is also a member of the KKM Financial Investment committee and he works closely with KKM’s CEO to utilize his investment experience to further KKM initiatives on a daily basis.
As a CFA, Daniel continually is promoting the highest standards of education, ethics, and professional excellence at KKM Financial. Mr. Bylsma has extensive experience in the investment management industry, having held a variety of positions in the financial services business over his nearly 20 years of experience. He started his career in asset management at DT Trading, a Chicago-based firm, progressively taking up roles of increasing responsibility over his career. He started his career in asset management as an investment analyst for DT Trading in 1999. Mr. Bylsma has been responsible for researching and analyzing potential investment opportunities in a variety of asset classes including equities, commodities and fixed income securities. Mr. Bylsma has led the portfolio construct on a variety of portfolios throughout his tenure. Prior to his duties as an investment analyst, from 1997 to 1999, Mr. Bylsma worked on the floor of the Chicago Board of Trade as a market maker in the Treasury Bond options pit. In October of 2007, he launched his focused value strategy via his firm, EAM Capital LLC, to offer private investors the opportunity to benefit from the investment strategies he developed over the years.
Daniel became a CFA charterholder in 2009, one of nearly 127,000 members worldwide. Daniel received a Bachelor of Science in Finance from Miami University in 1997.
Dan Deming currently serves as a Managing Director at KKM Financial, LLC. He works closely with Founder and CEO Jeff Kilburg on various fronts to help develop and implement the strategic goals of KKM. Dan’s responsibilities include managing the day-to-day operations of the firm which include, compliance, technology, and supporting the advisory group. Dan has over 25 years of market experience.
Drawing from his varied experiences as a trader, advisor, portfolio manager, commentator and panelist, Dan offers a unique blend of market insight and knowledge to not only provide leadership and support to KKM, but also connect with clients and help support their needs as they strive to meet their financial goals.
Mr. Deming started trading in the S&P 100 Index (OEX) pit in April of 1988, at the time one of the largest and most active trading pits in the world. Over the next twenty years, Dan was able to exercise this opportunity both economically and educationally. As an independent trader, Dan successfully navigate through several market events (i.e. mini-crash 1989, mini-crash of 1997, LTCM 1998, tech bubble 2000, 9/11 2001) and use these events to increase his knowledge of option volatility and risk management.
After 20 years, Dan chose to pursue an opportunity to use his knowledge and experience from the CBOE floor. From June, 2008 and to April, 2014, Dan served as a trader, risk manager and eventual director of a large portfolio of VIX futures, options and other related exchange traded products. Dan was responsible for operational oversight, as well as, creating and implementing volatility models for enhanced profitability.
Over the last seven years, Dan has drawn from his market knowledge and experience to be called upon for market commentary. Often appearing in the media, Dan makes regular appearances on CNBC, Bloomberg TV, Fox Business News, BNN, First Business News and CBOE TV. Dan has also appeared on WTTW’s “Chicago Tonight”, CBS’s “Monsters and Money in the Morning,” ABC Chicago’s “Evening News,” and WGN’s “Morning News.” Several news outlets such as; Reuters, Wall Street Journal, Bloomberg News, the AP and Dow Jones press, contact Dan on a regular basis to provide written and quoted market commentary. Dan has served as a contributor to weekly published market and current event analysis articles for the CBOE, InvestorPlace and other various nationally and internationally read business websites.
Dan has been requested numerous times to participate in various industry forums to share his experience and knowledge. Working as a liaison with the CBOE, representing both the exchange and his firm, Dan has served as a guest panelist for several volatility based derivatives symposiums and international trading conferences.
Dan is a graduate of Michigan State University. He currently holds licenses for Series 24, 65, 56.
Matt Franz is a principal at KKM Financial, LLC. He currently leads the execution team at KKM Financial, with a primary focus on execution for the KKM U.S. Equity Armor Fund and the KKM Armor Fund. As head of trade execution for the KKM Armor Funds, Matt manages the associated accounting, reporting and general day-to-day operations of the funds. He works closely with KKM Financial’s back office team of nearly twenty individuals at Gemini Fund Services. Matt monitors the variety of trading platforms utilized by the advisory group. Additionally, as a quantitative trader and analyst, Matt continues his work on quantitative research and analytics with a focus on equities, volatility, and commodities.
Matt is a graduate from the University of Michigan in 2012 with a BSE in Civil and Environmental Engineering. Matt is a registered investment adviser holding a Series 3 and 65 licenses.