I spent my first three years out of graduate school doing structured finance in 3rd world countries, which is basically helping U.S. companies put capital to work in frontier economies. What I learned in being exposed to credit was formative as an equity investor today. I learned about risk management where there are multiple layers of unknowns, and I worked with leaders of some of the largest companies as they invested for growth based on long-term themes and epic changes that occur maybe once in a lifetime. Investing is an apprenticeship business where you have to play the long game, you have to see different situation and markets, get exposed to other people’s processes and outcomes and learn a lot about yourself. All of these lessons, plus a few more in between, help me shape investment strategies in equity portfolios with high active share, which means a portfolio that does not look like an index. I concentrate in high conviction stocks – companies innovating with technology – starting with top down analysis, and I underwrite long to medium term horizons. Then I take a fundamental approach and use portfolio metrics to measure and manage portfolio risk on a weekly or monthly basis. I also use my background in energy finance to select energy stocks with great total return characteristics in terms of growth potential and/or dividend income.
Presently, I am the CIO and owner of independent investment firm SC Capital Management LLC. Previously, I was a senior strategist for Systematic Alpha LLC, a NYC-based quantitative hedge fund. The firm is the manager of Systematic Alpha Cryptocurrency Fund LP launched in January 2018 when the Chicago Mercantile Exchange initiated trading of the first bitcoin futures contracts.
I have over 20 years of media, finance and early-stage investing experience on the frontiers of emerging trends, starting with oil & gas finance in Russia in the 1990s. I publish niche media sites including Synthetic.com CubaJournal.co, HumansOfHavana.com and High.co. And before my brief publishing stint, I was the CEO of Instra Corp. (New Zealand), a digital marketing company, and CEO of dotRIP Ltd, a digital memorial startup and Instra holding company that was sold to Demand Media.
In my early career, I was a structured finance banker – and operating company executive – with broad exposure to hotel, oil & gas, mining, telecom and hydropower sectors in more than 30 countries including Russia, Jordan, Colombia, Guatemala and Jamaica.
I am perpetually finalizing Earth Tycoon, an autobiographical novel, and hope to publish in the year following the current year. The novel is set in a variety of countries but focuses on the human side of my experience running a mining company in the Jordanian desert that was financed by the late Forbes-list industrialist, Jerry Zucker.
Much of my writing (personal and professional) is anchored on people, the producers and consumers that make up the endless intersections of commerce. Some thrive in scarcity, and other stagnate in abundance. To be hopeful it is not necessary to think that the world is good. It is enough to believe that there is every possibility of it becoming good. My experience as a banker in the former Soviet Union showed me the societal consequences of shackling the free, industrious hands of the entrepreneur – and also to know the brutal shock of facts that rained down on half of humanity near the end of the last century as the old Soviet system crumbled. I often find my writing is smarter than me.
I’m also a rum judge.
I studied developing country economics in graduate school (MA Economics) and I have BA in English.
SELECTED ARTICLES & BYLINES
Screening Synthetic Biology Companies – SIMONSCHASE.CO
Interview With Jo Bhakdi, CEO, Quantgene – Synthetic.com
In St. Barth, Finding The Rhythm Of Caribbean Rum – Caribbean Journal
Facebook’s Conduct Shows Not All Network Effects Are Positive – SIMONSCHASE.CO
A Note On The Music Industry – SIMONSCHASE.CO
The Emerging Process Automation Industry – SIMONSCHASE.CO
Elon Musk Brings Enormity Back To The Speculative Genre – SIMONSCHASE.CO
Blockchain Caribbean Style? – Caribbean Journal
Cuba Is Headed For A Tech Revolution – Tech.co
Here Is A Publicly-Traded Cannabis Company You Can Get Behind – High.co (subsequently became the world’s largest market cap cannabis company)
Notes From The Finca Vigia – Cuba Journal (never before published Hemingway marginalia)
Two Perspectives On Food Innovation: Sodastream vs. Monster Beverage – SIMONSCHASE.CO (PepsiCo purchased Sodastream in 2018)
MEDIA MENTIONS & INTERVIEWS
Podcast Interview with James Kunstler (June 2020): KunstlerCast 330 — “Negative Network Effects with financier and author Simons Chase”
Video Interview: The Future Of Security Tokens Security Token Academy (2018)
Article Reference: Two Intertwined Dynamics Are Transforming the Economy: Technology and Financialization – OfTwoMinds.com
Article Reference: Sugar Linked To $1 Trillion In U.S. Healthcare Spending – Forbes
Article Reference: Why Google Should Buy Warby Parker – Before Jawbone – Forbes
Book Reference: Casino Healthcare by Dan Munro
Discussing Pedro Menocal’s new book, Cubanisms. November 17, 2016
Podcast interview with David Linton, CEO, Canopy Growth Corp
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