Simon Lamy
Senior Strategy Advisor
FRM, CFA
Master of Science in Finance, HEC Montréal
Bachelor of Commerce, Université du Québec à Montréal
As Senior Strategy Advisor, Simon is an integral part of our investment strategy and contributes to determining our approach and allocations. He is a co-founder of the firm.
Simon spent 22 years at the Caisse de Depôt et Placement du Québec (CDPQ), specializing in fixed income investment management. At this institution, he managed active positions and was responsible for strategic allocations to fixed income. He consistently produced alpha as his asset management responsibilities grew.
As Senior Vice President, Simon led teams and was a senior portfolio manager overseeing positions of more than $22 B, making him one of Canada’s prominent fixed income managers. He successfully conceived various long as well as absolute return strategies, created and implemented pricing systems, and was part of the global strategy counsel for CDPQ’s asset allocation.
Throughout the years, Simon has been a mentor for and has trained numerous investment professionals. He also supervised several masters in finance students in research projects for their theses. In his spare time, Simon imports directly-sourced olive oil and gourmet products from Italy and Southern France.