# Simon Lack
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simon lack (19 December 1913 – 8 August 1980) was a Scottish actor.He was born Alexander MacAlpine, in Cleland, North Lanarkshire, Scotland. Known locally as Alec, he was the youngest child and only son of his father, Alexander McAlpine (known as Sandy) and his mother, Euphemia Ritchie. His sisters were Charlotte (Lottie), Mary, Euphemia (Euphie), Agnes (Nan), and Jenny.
An update on Energy Infrastructure, Ep #76
Upthinking Finance™ is now trademarked
Is the energy transition really leaving oil and gas behind, or is the story more complicated? In this episode, Emerson sits down with Simon Lack, CFA, Managing Partner at SL Advisors and veteran of more than four decades in investment management, to unpack wha…
Simon Lack's Energy Picture After Venezuela, Case for Value Focus in 2026
Growth will take a backseat to value in 2026, says Simon Lack. He sees investors turning away from the high-flying AI stocks to underappreciated corners of the market inside and outside tech. As for energy, Simon calls it the "president's favorite sector," but also one that will face international …
Oxbow's Oakley is expecting higher volatility and lower returns
Ted Oakley, founder and managing partner at Oxbow Advisors, says that he expects the market to be setting new highs but to challenge some serious lows, hurt by high valuations, current economic conditions and the election cycle. "This will not be a real strong year for the market, and if you make m…
Game of Chicken in Crude Oil? Simon Lack's Energy & Iran Outlook
Simon Lack says the energy sector will continue to experience price hikes until tensions between the U.S. and Iran subside. He talks about the spike in natural gas and crude oil prices. With oil in particular, Simon expects President Trump to back down from further tensions if the stock market plun…
Simon Lack on Portfolio Strength in Energy Volatility, Opportunities in LNG & VG
Risks in Qatar's energy infrastructure presents a "big opportunity" for U.S.-based providers, says Simon Lack. Some companies on his radar: Cheniere Energy (LNG) and Venture Global (VG). Simon walks investors through how they can capitalize on higher crude oil and natural gas prices. However, he wa…
Interview With Simon Lack: Masters in Business (Audio)
Bloomberg View columnist Barry Ritholtz interviews Simon Lack, managing partner and founder of SL Advisors LLC. Lack sat on JPMorgan’s investment committee allocating over $1 billion to hedge fund managers and founded the JPMorgan Incubator Funds, two private equity vehicles that took economic stak…
Natural gas: an unexpected bridge fuel
Simon Lack, Managing Partner at SL Advisors LLC and Co-Portfolio Manager of the Catalyst Energy Infrastructure Fund (MLXIX), talks us through natural gas’ emerging role as a bridge fuel that is powering two fast-growing industries: AI-driven data centres and US LNG exports.
We consider:
Emerging …
Natural gas: an unexpected bridge fuel
Simon Lack, Managing Partner at SL Advisors LLC and Co-Portfolio Manager of the Catalyst Energy Infrastructure Fund (MLXIX), talks us through natural gas’ emerging role as a bridge fuel that is powering two fast-growing industries: AI-driven data centres and US LNG exports.
We consider:
Emerging U…
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Oil Above $100 Could Be Coming After the Midterms
Simon Lack sees upside risk to oil prices with crude potentially pushing above $100 as the White House holds back action until after the midterm elections. He says China remains a swing buyer that calibrates purchases based on price, and views US energy exporters as the big winners since America is…
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