Simon Lack, Cfa

Simon Lack, Cfa Email and Phone Number

Managing Partner @ SL Advisors, LLC.
Westfield, NJ, US
Simon Lack, Cfa's Location
Westfield, New Jersey, United States, United States
Simon Lack, Cfa's Contact Details

Simon Lack, Cfa personal email

n/a
About Simon Lack, Cfa

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.

Simon Lack, Cfa's Current Company Details
SL Advisors, LLC.

Sl Advisors, Llc.

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Managing Partner
Westfield, NJ, US
Simon Lack, Cfa Work Experience Details
  • Sl Advisors, Llc.
    Managing Partner
    Sl Advisors, Llc.
    Westfield, Nj, Us
  • Sl Advisors, Llc.
    Managing Partner
    Sl Advisors, Llc. Jun 2009 - Present
    Westfield, Nj And Naples, Fl
    Following 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.
  • Jpmorgan
    Managing Director
    Jpmorgan 1986 - 2009
    Founded 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

Hedge Funds Investments Fixed Income Trading Securities Alternative Investments Derivatives Capital Markets Asset Management Equities Investment Management Venture Capital Interest Rate Derivatives Portfolio Management Asset Managment Mergers

Simon Lack, Cfa Education Details

  • Forest School
    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.

What is Simon Lack, Cfa's role at the current company?

Simon Lack, Cfa's current role is Managing Partner.

What is Simon Lack, Cfa's email address?

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What is Simon Lack, Cfa's direct phone number?

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What schools did Simon Lack, Cfa attend?

Simon Lack, Cfa attended Forest School.

What are some of Simon Lack, Cfa's interests?

Simon Lack, Cfa has interest in Soccer, Golf, Investing.

What skills is Simon Lack, Cfa known for?

Simon Lack, Cfa has skills like Hedge Funds, Investments, Fixed Income, Trading, Securities, Alternative Investments, Derivatives, Capital Markets, Asset Management, Equities, Investment Management, Venture Capital.

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