Jan
Simon

Visiting Professor of Financial Management

• PhD in Finance, University of Essex
• MBA, IESE
• Bachelor of Law, Katholieke Universiteit Leuven, Belgium

For over a decade Jan Simon worked for Goldman Sachs International, Merrill Lynch International, and Salomon Brothers International. He co-headed the Emerging Markets Trading Desk at Salomon Brothers, set up the Continental Sales-Trading Desk at Goldman Sachs and was a member of Merrill Lynch’ Hedge Fund Advisory Group. He has been a special advisor to Pacific Lake Partners, the largest investor in search funds and is the managing partner of Vonzeo Capital, a global institutional investor in search funds.

His expertise is in the areas of: investment strategies, alternative investments and mergers and acquisitions for both European and North American markets. He has managed money in equities, fixed income and advised hedge funds in a variety of strategies.

Jan merges his academic background with his professional expertise to bridge gaps between both worlds where these exist. His research covers the influence of networks in the decision-making process in the investment world and their impact on systemic risk. He has a PhD in Finance, Master in Business Administration, Post-Graduate in Investment Advice, Masters in Law, and a Bachelor of Law.

Jan has designed and delivered Executive custom courses at IESE and INSEAD for Anglo American, BMW, Citigroup, Colliers International, DNV GL, Goldman Sachs, IFF, Bank of America-Merrill Lynch, Rabobank, Santander, and Teleflex.

He served the first battalion Para-Commando as well as NATO’s Special Intervention Forces. He holds both Commando A and Parachutist A military certificates.

Areas of interest

* Investments
* Alternative investments
* Capital markets
* Sports management
* Sports finance

Publications

Articles in other publications

DÁVILA, A., SIMON, J. (2007). El futuro del deporte rey. La liga inglesa, la más atractiva para los inversores. Revista de Antiguos Alumnos (105), pp. 20 - 25.
DÁVILA, A., SIMON, J. (2007). Why is Soccer a Business in England but Not Spain?. Sports Management. Alumni Magazine (105), pp. 18 - 22.

Book Chapters

RAHNEMA ALAVI, A., SIMON, J., SEAGER, P. (2017). Corporate and Entrepreneurial Finance: Moving Your Business from Back of the Envelope to Front of the Class. In Mike Rosenberg and Philip H. Seager (Ed.), Managing Media Businesses: A Game Plan to Navigate Disruption and Uncertainty (pp. 183 - 204).

Studies

JOHNSON, R., SIMON, J. (2017). Re-Thinking Search Fund Incentive Structures. IESE.

Cases

SIMON, J. (2019). Santa's Workshop (B). Forecasting and Diagnosis. IESE, F-949-E.
SIMON, J. (2019). Santa's Workshop (A): Analysis and Diagnosis. IESE, F-948-E.
SIMON, J. (2014). Investment Advice for Grace Osbourne. IESE, F-904-E.
VANDEBROEK, T., FERRARO, F., SIMON, J. (2014). Who Wants to Be a Millionaire? Bill Ackman's Big Short of Herbalife. IESE, SM-1611-E.
SAFFI, P., SIMON, J. (2014). Squeeze to Infinity: Porsche's Attempt to Acquire Volkswagen. IESE, F-848-E.

Technical Notes

SIMON, J. (2020). Letter to a Young Operator on Managing During a Crisis. IESE, EN-34-E.
SIMON, J. (2019). Bootstrapping and the Zero-Coupon Yield Curve. IESE, FN-642-E.
SIMON, J. (2019). Hedge Funds and Portfolio Management Applications. IESE, FN-641-E.
GUASCH J.,, MARTÍNEZ ABASCAL, E., SIMON, J. (2008). Debt Markets. IESE, FN-490-E.
GUASCH J.,, MARTÍNEZ ABASCAL, E., SIMON, J. (2002). Mercado de deuda. IESE, FN-490.