Simon Lockett Email & Phone Number

Los Angeles, California, United States

TIGER 21 is the leading global peer-to-peer learning organization of ultra-high-net-worth individuals, a majority of which have completed a liquidity event, moving from entrepreneur to investor. The 1,500+ members collectively manage over $150B+ in aggregate investable assets, meeting on a monthly basis (120 groups across 50 major markets in 7 countries) to navigate opportunities and complexities that come with the stewardship of significant wealth.

Los Angeles, California, United States

Simple is the leading independent knowledge, data and access provider to the next generation of family offices and high-net-worth private investors. Simple helps wealth owners and senior family office executives structure and optimize family office operations through insights and guides, real time data, virtual and in-person events, access to vetted industry experts and a highly curated network of best-in-class service providers.‒ Served as Simple’s primary market leader in the US… Show more Simple is the leading independent knowledge, data and access provider to the next generation of family offices and high-net-worth private investors. Simple helps wealth owners and senior family office executives structure and optimize family office operations through insights and guides, real time data, virtual and in-person events, access to vetted industry experts and a highly curated network of best-in-class service providers.‒ Served as Simple’s primary market leader in the US, between Los Angeles and New York, leading expansion efforts within the region including strategic business development, product design and sales initiatives‒ Collaborated closely with senior leadership and cross-functional partners providing insights and input to optimize Simple’s commercial and fundraising strategies executed within the US and Europe‒ Led sales rollout of Simple’s products and consultation services to family offices, best-in-class service providers to family offices and global industry advisors/experts‒ Supported client success management of Simple’s US customers including the hosting of virtual and in-person events Show less

Los Angeles, California, United States

A subsidiary of Context Capital Partners, Context Family Network (CFN) is an exclusive family office membership network of successful single-family offices and family enterprises representing various industries and investment interests, geographies and philanthropic causes. CFN offers its 300+ members access to deal flow, educational content and peer-to-peer networking in a highly secure and vetted environment.‒ Managed and grew a private network of c. 300 global single-family offices… Show more A subsidiary of Context Capital Partners, Context Family Network (CFN) is an exclusive family office membership network of successful single-family offices and family enterprises representing various industries and investment interests, geographies and philanthropic causes. CFN offers its 300+ members access to deal flow, educational content and peer-to-peer networking in a highly secure and vetted environment.‒ Managed and grew a private network of c. 300 global single-family offices based in the United States, Canada, Europe and the Middle East with an average AUM of $100-500M‒ Supported Managing Director to envision, design and implement overall business plan and network growth/development strategies; Led transition to new revenue model (sponsorship-only to hybrid sponsorship and membership) to drive top line growth: Sponsorships grew 780% Q1/Q2 2022 over Q1/Q2 2021; New membership prospects increased 50% within the same period‒ Developed and executed CRM and social media strategies; created content for use in all client-facing engagements; directed marketing team in cross-platform implementation: 100% distribution list growth in less than six months; 45% increase in social media following; Significant increase in attendance at virtual and in-person events‒ Co-led planning and execution for private Family Office Retreats in Miami (January 2022) and Los Angeles (May 2022), as well as City Series networking events in Los Angeles, Orange County, San Francisco, Austin and New York; Secured platinum sponsors for Family Office Retreats‒ Collaborated with other business units within the company (including Context365’s cap-intro platform) to drive referrals and revenue growth while supporting firm’s successful acquisition by Apex Fund Services in Q3 2022 Show less

Aspen, Colorado, United States

Founded by philanthropists Jerry and Glenda Greenwald, Aspen Brain Institute is a 501(c)(3) nonprofit organization and fellowship dedicated to creating a brain-healthy planet by democratizing access to the best minds, actionable insights and evidence-based information on brain health.‒ Designed, developed and implemented fundraising strategies to support new projects and diversify Board of Directors‒ Refined communications and digital marketing strategies to facilitate… Show more Founded by philanthropists Jerry and Glenda Greenwald, Aspen Brain Institute is a 501(c)(3) nonprofit organization and fellowship dedicated to creating a brain-healthy planet by democratizing access to the best minds, actionable insights and evidence-based information on brain health.‒ Designed, developed and implemented fundraising strategies to support new projects and diversify Board of Directors‒ Refined communications and digital marketing strategies to facilitate organizational restructure and rebranding initiatives‒ Cultivated strategic partnerships with prominent individuals, organizations and progressive brain health innovators (including distinguished scientists, clinicians and industry thought leaders)‒ Led a national team with six direct reports to produce and market virtual Expert Series (reaching over 50,000 viewers globally in 2020-2021), collaborating directly with brain health and longevity experts, Board of Directors and esteemed Scientific Advisory Council Show less

Cambridge, Massachusetts, United States

‒ Collaborated with case study authors and case protagonist to produce Harvard Business School's first case study examining the role of "Genomics in the Family Office"; This capstone case was taught in Fall 2020 and Spring/Fall 20201 as part of the Harvard Business School's Family Office Executive Education Program

New York, New York, United States

Genome Advisory is the premier life science consultancy, assisting global families and their advisors in translation of the new DNA sciences of genomics and epigenetics to enhance health and longevity, mitigate risk and promote enduring family legacy. ‒ Co-founded and directed novel consultancy for global family offices, guiding the development of multi-year strategic roadmaps‒ Translated and customized advances in life sciences into actionable strategies for families providing… Show more Genome Advisory is the premier life science consultancy, assisting global families and their advisors in translation of the new DNA sciences of genomics and epigenetics to enhance health and longevity, mitigate risk and promote enduring family legacy. ‒ Co-founded and directed novel consultancy for global family offices, guiding the development of multi-year strategic roadmaps‒ Translated and customized advances in life sciences into actionable strategies for families providing guidance for financial investment and philanthropy/legacy decisions as well as non-financial investments related to human capital and family health‒ Created novel symposia and case studies presented to c. 400 single-family offices in collaboration with Harvard Medical School’s Personal Genetics Education Project (PgEd) and Harvard Business School’s Family Office Executive Education Program (Fall 2020 and Spring/Fall 2021)‒ Developed cross-platform digital content for invited presentations at global conferences for UHNW investors and family offices‒ Led/owned project and event management, fundraising and client success initiatives Show less

Boston, Massachusetts, United States

‒ Served as Advisor to the Personal Genetics Education Project (PgEd), Department of Genetics, Harvard Medical School‒ Summit coordinator for “Genes, Technology, and Incalculable Ethics: The Family Office of the Future” at Harvard Medical School, Department of Genetics (Spring 2017/2018)

London, England, United Kingdom

RAHMS LTD is a private single-family office based out of the United Kingdom, Liechtenstein and Switzerland.‒ Collaborated with European Family Advisory and Trustees to design and implement innovative programs to optimize health, impact, philanthropy and legacy

New York, New York, United States

‒ Created and executed social media strategies to drive sales while maintaining strong and consistent brand image and voice

Bachelor Of Laws - Llb; Bachelor Of Communications (Media, Arts And Production) - Bacomm, Law And Communciations, 3.0

Cultural Exchange Program