Portfolio Management Team

Shield Plus LLC is an institutional investment advisor. Our mission is to simultaneously provide our clients with enhanced performance and protection through asymmetrical risk and return patterns. Our portfolio managers have more than 85 years of combined institutional investment experience.

James L. Mahnke

Shield Plus Founder/CEO/President

Shield Plus Founder/CEO/President since 2001
Former SVP at ING/ReliaStar Corporation and VP at Alliance Capital Management in Minneapolis & New York (now AllianceBernstein)
More than 20 years of investment experience, including institutional energy, fixed-income, equity-indexing and hedging portfolio management
Top quartile performance at Alliance Capital & top-third mutual fund ranking at ING/ReliaStar
Alternative Asset Committee & Asset/Liability Management Committees for $14B of marketable bonds at ING/ReliaStar and ING/ReliaStar Bank
Honors Graduate, MS in Agricultural Economics, Purdue University; BA in Economics, St. Olaf College

Frank P. Pintens

Shield Plus Portfolio Manager/EVP

Shield Plus Portfolio Manager/EVP since 2006
More than 25 years of investment experience including private placements, private equity, commercial mortgage and hedging
Former SVP & Member of the Senior Investment Committee of ING/ ReliaStar Corp.
University of Wisconsin: MBA in Investments, Finance & Banking; University of Wisconsin-Eau Claire: BS in Economics

Edwin W. Schulz

Shield Plus Portfolio Manager/SVP

Shield Plus Portfolio Manager/SVP since 2001
Over 40 years of investment, commodity, and hedging experience
Adviser to major meat-packing companies and grain elevators on procurement and hedging at Blunt, Ellis & Loewi/Kemper, Shearson Lehman and ES Consulting, Inc.
AVP of cattle/beef carcass merchandising and hedging at Dubuque Packing Co. and similar experience at Needham Packing Co.
Graduate Work in Animal Nutrition, University of Wisconsin; BS in Meat and Animal Science, University of Wisconsin

Disclosures

This literature may contain forward-looking statements. Shield Plus LLC does not guarantee or ensure that such events and forecasts will occur. Past performance is not an indication of future results. Options on futures trading involves a substantial risk of loss and is not suitable for everyone. Shield Plus products and literature are strictly designed for accredited investors. An accredited investor is defined in accordance with Rule 501(a) of Regulation D of the US Securities Act of 1933; or as a Qualified Eligible Participant as defined in accordance with CFTC Rule 4.7; or as a Qualified Purchaser as defined in accordance with Section 2(a)(51) of the US investment Company Act of 1940. If you are not an accredited investor per the definitions above and have received this literature in error, please disregard. This website is not intended as and does not constitute an offer to sell any securities to any person.

James Mahnke

Shield Plus Founder

Shield Plus Mission

Our goal, over any 3 to 5 year market cycle, is to jointly protect and add value. It is not just Shield Plus’ experience and dedication that achieve this mutual objective—it’s also our innovative market-neutral investment approach that combines two opposing positions, such as a purchased call and put. That fully-covered option approach jointly limits risk to a calculable amount and capitalizes on market volatility to add value.

We are a net long volatility manager that does not anticipate market direction—we are different.

James Mahnke
Shield Plus Founder