Following 23 years with JPMorgan, Simon Lack founded SL Advisors, LLC, a RIA, in 2009. Much of his 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 $300M in annual revenues. Simon sat on JPM’s investment committee allocating over $1B to hedge fund managers and founded the JPMorgan Incubator Funds, two PE 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.