Following 23 years with JPMorgan, in 2009 Simon Lack founded SL Advisors, LLC, an SEC Registered Investment Adviser. SL Advisors manages investments in energy infrastructure, including the Catalyst MLP & Infrastructure Fund (MLXIX), the American Energy Independence Fund (USAI), and ... more
Following 23 years with JPMorgan, in 2009 Simon Lack founded SL Advisors, LLC, an SEC Registered Investment Adviser. SL Advisors manages investments in energy infrastructure, including the Catalyst MLP & Infrastructure Fund (MLXIX), the American Energy Independence Fund (USAI), and separately managed accounts. Prior to this, much of Simon Lack’s 23-year 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 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, published in 2012 to widespread praise from mainstream financial press including The Economist, Financial Times and Wall Street Journal, and Bonds Are Not Forever: The Crisis Facing Fixed Income Investors (September 2013). Simon is a CFA Charterholder and a member of the New York Society of Security Analysts’ Market Integrity Committee, and makes regular media appearances discussing energy infrastructure.
lessBBK | BlackRock Municipal Bond Trust |
BGPIQ | BORDERS GROUP INC |
BHP | BHP Group Ltd. |
BIF | Boulder Growth & Income Fund Inc. |
BZF | WisdomTree Dreyfus Brazilian Real Fund |
CBB | Cincinnati Bell Inc. |
CDE | Coeur Mining, Inc. |
CHK | Chesapeake Energy Corporation |
CRK | Comstock Resources Inc. |
CSJ | iShares Barclays 1-3 Year Credit Bond Fund |
CXW | CoreCivic, Inc. |
DTO | DB Crude Oil Double Short ETN |
DVN | Devon Energy Corporation |
EARK | Ecoark Holdings, Inc. |
ESV | Ensco plc |
F | Ford Motor Company |
FCG | First Trust ISE-Revere Natural Gas Index Fund |
GCI | Gannett Co. Inc. |
GDX | Market Vectors Gold Miners ETF |
JCPNQ | J.C. Penney Company Inc. |
KMP | Kinder Morgan Energy Partners L.P |
MDLZ | Mondelez International, Inc. |
MMR | McMoRan Exploration Co. |
MSFT | Microsoft Corporation |
OIL | iPath B S&P GSCI Crude Oil TR ETN |
OSGB | Overseas Shipholding Group Inc. |
PAA | Plains All American Pipeline L.P. |
PHK | PIMCO High Income Fund |
PTRC | Petro River Oil Corp. |
RIG | Transocean Ltd. |
RRC | Range Resources Corporation |
TDW | Tidewater Inc. |
UBS | UBS AG |
UCO | ProShares Ultra Bloomberg Crude Oil |
USO | United States Oil Fund, LP |
WMB | Williams Companies Inc |
WPZ | Williams Partners L.P. |
YCS | ProShares UltraShort Yen |
Managing Partner | |
SL Advisors, LLC | |
June 2009 - Present (13 years 3 months) | |
SL Advisors is a registered investment advisor offering investment strategies that can be accessed through separately managed accounts for individuals, family offices and institutions. SL Advisors is designed to offer clients the same investment strategies with the same transparency, liquidity and access in which he invests his family’s money for a low fee. |
Managing Director | |
JP Morgan | |
1986 - 2009 (23 years 10 months) | |
Founded and ran JPMorgan Incubator Funds, private equity vehicles which took stakes in emerging hedge fund managers (2001-2009) |
Bonds Are Not Forever; The Crisis Facing Fixed Income Investors | |
Simon Lack | |
Wiley | |
09/03/2013 | |
An up-close look at the fixed income market and what lies ahead Interweaving compelling, and often amusing, anecdotes from author Simon Lack's distinguished thirty-year career as a professional investor with hard economic data, this engaging book skillfully reveals why Bonds Are Not Forever. Along the way, it provides investors with a coherent framework for understanding the future of the fixed income markets and, more importantly, answering the question, "Where should I invest tomorrow?" Bonds Are Not Forever chronicles the steady decline in interest rates from their peak in the 1980s and the concurrent drop in inflation during that period. Offering a uniquely intimate, yet analytically thorough look at the coming fixed income crisis, Bonds Are Not Forever is must reading for investment professionals, as well as retail investors and their advisors. |
The Hedge Fund Mirage - The Illusion of Big Money and Why It's Too Good to Be True | |
Simon Lack | |
Wiley | |
01/03/2012 | |
Sure, hedge funds have produced some of the greatest fortunes in recent years, but the shocking reality is that investors would have made more putting their money into treasury bills instead. And while hedge funds have proved to be serious moneymakers for those that manage them, investors themselves rarely reap the benefits. In The Hedge Fund Mirage: The Illusion of Big Money and Why It's Too Good to Be True, hedge fund expert Simon Lack blows the lid off the secret world of this class of investments, teaching you everything you need to know to maximize your own returns. |
Latest Comments
Emissions To Rise Under Democrats
Yes, but don't you find the projected jump in coal consumption and relatively flat contrtibution from clean energy dusappointing?
Stocks Are The Cheapest Since 2012
It's hard to make such a precise forecast. However, we do think stocks look very attractive relative to bonds and are likely to do well over the long run.
The Uncertain Future Of MLP-Dedicated Funds
No, $KMI is a corporation. They gave up being an MLP in 2014 because it was too expensive to raise capital.
Reaction To 'The Alerian Problem'
Perhaps investors regard energy as relatively less vulnerable to trade disputes.