Managing Partner, SL Advisors, LLC
Contributor's Links: SL Advisors, LLC

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

ALL CONTRIBUTIONS

British Shale Revolution Crushed: America’s Unique Ownership Of Oil And Gas
By contrast with the U.S., Britain is increasingly energy dependent. It would seem to be pretty clearly in the national interest to develop domestic sources of energy but it doesn't have the U.S.' advantages.
Read
Bond Investors Agree With The Fed… For Now
Ten-year treasury yields approximately reflect the bond market’s expectation for short-term rates over the next decade.
Read
Another MLP Jumps Ship
Last week Antero Midstream became the latest MLP to simplify their structure. This is further evidence of the declining opportunity set for MLP-dedicated funds, and cause for investors to seek exposure to energy infrastructure that goes beyond MLPs.
Read
Rising Rates Reflect Strong Pipeline Fundamentals
Will rising interest rates hurt pipeline company stocks? Ten year treasury yields are at 3.25%, a seven year high. The bond market is commanding the attention of equity investors once more.
Read
Can Anyone Catch America In Plastics?
Ethane prices recently hit a four year high. Although this garnered far less attention than the crude oil rally, increasing supplies of ethane is an unappreciated element of the Shale Revolution.
Read
Saudi America: Why The Shale Revolution Is Real
Shale firms have long been criticized for outspending their cashflow.
Read

Comments

Latest Comments
The Uncertain Future Of MLP-Dedicated Funds
5 months ago

No, $KMI is a corporation. They gave up being an MLP in 2014 because it was too expensive to raise capital.

In this article: TRGP, OKE, KMI, PAA, SEMG, WPZ, NS, TEGP, WMB, TEP, TCP, TRP, AM, EEP, ETP, SEP, EQM
Reaction To 'The Alerian Problem'
6 months ago

Perhaps investors regard energy as relatively less vulnerable to trade disputes.

In this article: AMLP
1 to 2 of 2 comments

STOCKS I FOLLOW

BBK BlackRock Municipal Bond Trust
BGPIQ BORDERS GROUP INC
BHP BHP Billiton Limited
BIF Boulder Growth & Income Fund Inc.
BZF WisdomTree Dreyfus Brazilian Real Fund
CBB Cincinnati Bell Inc.
CDE Coeur d'Alene Mines Corporation
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
JCP J.C. Penney Company Inc.
KMP Kinder Morgan Energy Partners L.P
MDLZ Mondelez International, Inc.
MMR McMoRan Exploration Co.
MSFT Microsoft Corporation
OILB 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
Load More

TWEETS

LATEST ACTIVITY

Simon Lack
British Shale Revolution Crushed: America's Unique Ownership Of Oil And Gas https://t.co/73FHmPEJqo
Simon Lack
Interesting piece on maintenance of energy infrastructure. Fixing pipes may not be the most glamorous job, but it p… https://t.co/iVHrIOGH7d
Simon Lack
adrienneeve "Hydrocarbon emissions" is understood to mean emissions caused by burning hydrocarbons, not emissions… more
All Posts

PERSONAL BLOG

Latest Posts

Work Experience

Managing Partner
SL Advisors, LLC
June 2009 - Present (9 years 6 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 (24 years 2 months)

Founded and ran JPMorgan Incubator Funds, private equity vehicles which took stakes in emerging hedge fund managers (2001-2009)
Ran investment bank internet strategy, negotiating several profitable VC investments in several start-ups (1999-2001)
Ran fixed income derivatives trading through successive mergers (1986-1999)

Education

Publications

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.