Simon is resident in Cayman and a former investment manager with global multi-asset class research and management experience including credit, equity, hedge, private equity and real estate. He holds a first-class degree in Economics from the London School of Economics and another in Banking and Finance from the University of Manchester. Simon began his career on the buy-side, researching credit and collateralized debt and equities at Barclays Capital, before joining ING as a sell-side equity analyst. He then moved into portfolio management in the Cayman Islands, first at Butterfield Bank and then at EFG Bank where he was principal portfolio manager for over USD 800mm in assets. In 2013 Simon left EFG to set up an investment and consulting business for institutional and high net worth clients as well as serving as an independent director to investment structures. Simon is a former President of the CFA Society Cayman Islands and the past Regional President of the CFA Institute for the Latin America and Atlantic Islands region. He holds the CFA Charter, and has completed the UK Investment Management Certificate and Registered Representative Examination.
Portfolio Investment and Risk Management, Regulation and Economic Substance