Simon Lack, Portfolio Manager

Simon Lack is Founder and Managing Partner of SL Advisors, LLC. Mr. Lack is Portfolio Manager of an energy and infrastructure fund at Catalyst Capital Advisors LLC. Mr. Lack’s experience includes: Managing Director, JPMorgan Global Trading Division and CEO, JPMorgan Incubator Funds. Mr. Lack has authored The Hedge Fund Mirage: The Illusion of Big Money and Why It’s Too Good to Be True (January 2012) and Bonds Are Not Forever: The Crisis Facing Fixed Income Investors (September 2013).
Commodity & Infrastructure Insights

Texas Reconsiders Flaring

Simon Lack, Portfolio Manager -
Nothing exemplifies America’s low natural gas prices more than its flaring where takeaway infrastructure is inadequate. In the Permian basin in West Texas and...
Commodity & Infrastructure Insights

Partnering with Pipeline Protesters

Simon Lack, Portfolio Manager -
Suppose that the owner of a pipeline operating at 100% capacity opposed the construction by a competitor seeking to meet unsatisfied demand. Or consider...
Commodity & Infrastructure Insights

America Questions Role As World’s Super-Cop

Simon Lack, Portfolio Manager -
On Monday, President Trump asked, “Why are we protecting the shipping lanes for other countries (many years) for zero compensation?” Few American voters give much...
Commodity & Infrastructure Insights

Pipelines Get Adult Supervision…Private Equity

Simon Lack, Portfolio Manager -
Last week’s blog (see Plain Talk, Fuzzy Math) showed how Plains All American (PAA) miscalculates its cost of equity capital. Equity is the key...
Commodity & Infrastructure Insights

Pipelines Get Adult Supervision…Private Equity

Simon Lack, Portfolio Manager -
Last week’s blog (see Plain Talk, Fuzzy Math) showed how Plains All American (PAA) miscalculates its cost of equity capital. Equity is the key...
Commodity & Infrastructure Insights

Mid-Stream Energy Infrastructure Outlook Looks Bright

Simon Lack, Portfolio Manager -
Learn why improving sector fundamentals, including rising free cash flow and declining volatility should draw buyers over the next few years.
Commodity & Infrastructure Insights

Mid-Stream Energy Infrastructure Outlook Looks Bright

Simon Lack, Portfolio Manager -
Learn why improving sector fundamentals, including rising free cash flow and declining volatility should draw buyers over the next few years.
Commodity & Infrastructure Insights

Plain Talk, Fuzzy Math

Simon Lack, Portfolio Manager -
Plains All American (PAA) held their investor day last week. Continued growth in output from the Permian in West Texas is driving new pipeline...
1...444546...49Page 45 of 49

Stay in touch:

255,324FansLike
128,657FollowersFollow
97,058SubscribersSubscribe

Newsletter

Don't miss

Corporate Insights

How Leading Consumer Brands Have Emerged Stronger Since 2019

0
The last five years have been among the most intense stress tests in modern business history.
Economic Insights

The Market’s “Lost” Moment: How Many Seasons Can This Rally Run?

0
For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.
Economic Insights

Can Markets Keep Their Cool? July 2025 HANDLS Monthly Report

0
Politics Trumps the Numbers, Can Markets Keep Their Cool?
Economic Insights

The Calm Before the Storm: A Volatility Pro’s Reflection on Markets at All-Time Highs

0
We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.
Economic Insights

The Ripple Effect: How Smart Money Uses the VIX to Beat Market Panic

0
An options trader’s perspective on why the “fear index” is actually your portfolio’s best friend
spot_img

About us

Most recent

Most popular

Subscribe

© Catalyst Insights - 2024 - All rights reserved.