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...
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