Simon Lack, Cfa work email
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Simon Lack, Cfa personal email
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I run SL Advisors, LLC, an RIA which invests in midstream energy infrastructure. We run two mutual funds and publish the index for an ETF. We publish a twice-weekly blog on energy, as well as regular videos. From 1986-2009 I worked at JPMorgan in fixed income derivatives and later ran a business providing seed capital for hedge funds. I have written three books on investing, including The Hedge Fund Mirage; The Illusion of Big Money and Why It's Too Good To Be True (Wiley, 2011). I am a CFA charterholder and a board member of the CFA Society Naples, FL.
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Managing PartnerSl Advisors, Llc.Westfield, Nj, Us -
Managing PartnerSl Advisors, Llc. Jun 2009 - PresentWestfield, Nj And Naples, FlFollowing 23 years with JPMorgan, Simon Lack founded SL Advisors, LLC, a Registered Investment Advisor, in 2009. Much of Simon Lack’s career with JPMorgan was spent in North American Fixed Income Derivatives and Forward FX trading, a business that he ran successfully through several bank mergers ultimately overseeing 50 professionals and $300 million in annual revenues. Simon Lack sat on JPMorgan’s investment committee allocating over $1 billion to hedge fund managers and founded the JPMorgan Incubator Funds, two private equity vehicles that took economic stakes in emerging hedge fund managers. Simon chairs the Investment Committee for Wardlaw-Hartridge School in Edison, NJ, and also chairs the Memorial Endowment Trust Investment Committee of St. Paul's Episcopal Church in Westfield, NJ. He is the author of The Hedge Fund Mirage: The Illusion of Big Money and Why It's Too Good to Be True (Wiley, 2011), which received widespread praise from mainstream financial press including The Economist, Financial Times and Wall Street Journal, and more recently Bonds Are Not Forever; The Crisis Facing Fixed Income Investors (Wiley, 2013). Simon makes regular appearances on cable TV business shows discussing hedge funds and investing, and is a CFA Charterholder. -
Managing DirectorJpmorgan 1986 - 2009Founded and ran JPMorgan Incubator Funds, private equity vehicles which took stakes in emerging hedge fund managers (2001-2009)Ran investment bank internet strategy, negotiating several profitable VC investments in several start-ups (1999-2001)Ran fixed income derivatives trading through successive mergers (1986-1999)
Simon Lack, Cfa Skills
Simon Lack, Cfa Education Details
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Forest School
Frequently Asked Questions about Simon Lack, Cfa
What company does Simon Lack, Cfa work for?
Simon Lack, Cfa works for Sl Advisors, Llc.
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Simon Lack, Cfa's current role is Managing Partner.
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