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Summary

With an extensive background in hedge fund management, David Simon guides Twin Capital Management, LLC as founder, CIO and managing member. Seeking out investments in developed markets (excluding Asia), he and his investment team employ an opportunistic approach to event-driven investing, allocating dynamically across a variety of strategies such as mergers and acquisitions, restructurings, and spin-offs.

Mr. Simon’s investment philosophy emphasizes achieving optimal risk-adjusted returns, independent of market cycles. In addition to his senior investment team, Twin Capital includes a group of veteran business professionals focused on building and sustaining an institutional infrastructure committed to transparency and integrity.

David Simon previously held responsibilities as head of risk arbitrage research with Spear, Leeds & Kellogg, and he then engaged in a similar position at Mercury Securities. Beyond his current position at Twin Capital, he maintains a philanthropic presence in his community with a charitable foundation. He has also co-founded charity golf outings put on by H.E.L.P. USA and the Starlight Children’s Foundation and co-sponsors the annual charity dinner for Solving Kids Cancer.

Work experience

1988Present

CEO

Twin Capital Management

Education

19751979

BS

Muhlenberg College

Accounting and Finance

19791982

JD

University of Miami School of Law

Magna Cum Laude