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Partner, Head of Operational Due Diligence at Aksia
Simon has over 23 years of audit, financial accounting, credit and operational due diligence experience. Simon serves as the Head of the Operational Due Diligence team, managing a team of research professionals dedicated to performing operational due diligence of hedge fund and private market investments on behalf of clients. Simon is also a member of Aksia’s Risk Committee, which evaluates and reviews the risks of funds and managers to which Aksia’s clients have exposure.
Prior to Aksia, Simon worked at Credit Suisse, where he was the Head of Operational Due Diligence and Deputy Head of Risk Management for Credit Suisse’s fund of hedge funds activities. Prior to Credit Suisse, Simon worked for KBC Financial Products (formerly D.E. Shaw Financial Products) as a risk manager working on market risk and hedge fund counterparty risk. He joined D.E. Shaw in 1997 as an accounting supervisor in their financial and operations group. Simon started his professional career in 1993 working for Richard A. Eisner & Company (EisnerAmper LLP) in the audit department.
Simon graduated from The State University of New York at Albany in 1993 with a B.S. in Accounting. He is a CFA charterholder and is a Trustee for the Friends of the New York Transit Museum.
New trends in ODD: allocators on their favorite questions to ask Funds, and what it shows
Have you ever been caught off guard by an expected ODD question, or learnt something new from a manager by taking a new angle? As the core of success and failure in alternatives operations and compliance, success in your due diligence is crucial.
In a new format, hear from leading minds in ODD on their new favorite question to ask in ODD meetings! Each panelist will present their question, and what it shows of the manager. Followed by a general panel discussion on emerging ODD trends and a live Q&A - ensure you are at the front of the game and ready for your next ODD meeting!