Navigating the Investment Landscape with Reassurance
Navigating the Investment Landscape with Reassurance
Understanding the Macro-economic landscape is key to investment performance. Both Monetary and Fiscal policies determine economic growth, employment, inflation, and currency exchange rates. We present the landscape for you to better understand how policies will affect your portfolio.
Whether you're looking at public or private investments, proper due diligence to understand key risks is important to investment success. We assist in the search for managers who would best fit your organization 's investment policy and philosophy.
Once an Investment is made we monitor investment performance. We also work with your staff to budget and assist in the development of project expenditure schedules for the purpose of developing an investment plan. We serve as a general resource to the finance staff for information, advice and training regarding fixed income securities, investments and Treasury operations.
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I founded Simeon Capital to capitalize on the enormous potential I saw for capitalizing on tactical and strategic investments given attractive risk/reward opportunities for those who are disciplined and patient.
Prior to founding Simeon Capital I spent more than 12 years at Citigroup working based in New York (5 years), London (4 years) and Singapore (4 years) in a variety of units:
- Citi Venture Capital International,
- Corporate Strategy,
- Citi Holdings and Global Cards.
Prior to that I worked in microfinance at FINCA International, in both its Washington, DC headquarters and at its Africa Regional Hub in Kampala, Uganda. I began my career as an investment banking analyst at Wachovia Securities (now, Wells Fargo Securities) in Charlotte, NC.
Education:
- MBA, Columbia Business School
- BS, University of Maryland, College Park
Designations / Licenses:
- Chartered Alternative Investment Analyst (CAIA)
- Series 65 (Uniform Investment Adviser Law)
This website is being provided for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any securities. The information provided reflects Simeon Capital LLC’s views as of the date of this document and are subject to change at any point without notice. There is a risk of loss from an investment in securities, including the risk of loss of principal. Past performance is not a guarantee of future performance. Simeon Capital LLC is a registered and liscensed investment adviser in the state of Maryland. Simeon Capital LLC may only transact business in the states where the firm is registered as an Investment Adviser or otherwise exempt.
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