We present here deliberately brief biographies of our principals. This should give you some initial context as to who each person is and their background.
We are of course more than happy to share a more complete biography / full CV on any or all persons on this page. Simply contact us to request and we will send those to you as a priority.
Simon Cawdery is resident in Cayman, a former investment manager with global multi-asset class research and management experience including equity, credit, hedge funds, private equity and real estate funds.
He holds degrees in Economics from the London School of Economics, and Banking and Finance from the University of Manchester.
Simon began his career on the buy-side, researching credit and collateralised debt, then equities at Barclays Capital, before joining ING as a sell-side equity analyst. He then moved into portfolio management in the Cayman Islands, first at Butterfield Bank and then at EFG Bank.
In 2013 Simon set up his two current businesses; one an investment consulting business that also offers hosted investment and risk management services to fund managers, and the second, a governance firm that provides independent directors to investment funds and other structures.
Simon is a past president of the CFA Society Cayman Islands, a former Presidents Council Representative for the CFA Institute representing Latin America and the Atlantic Islands and is a CFA Charterholder. Simon has also completed the UK Investment Management Certificate and the UK Registered Representative examination
Simon Ecclefield has worked in global equity and currency markets for over 40 years, covering all aspects of stockbroking to institutions, hedge funds and alternative investment institutions.
His experience has been across a number of asset classes including currencies, commodities, equities, interest rate arbitrage and more recently some cryptocurrencies.
Simon began his career at Kleinwort Benson in 1976 and then moved to Morgan Grenfell in New York. Following positions at BZW, Robert Fleming and Alex Brown, he was approached to help set up Collins Stewart in New York, helping grow the team from 7 to over 100 people.
Simon joined the Global Sales Trading desk at JP Morgan Cazenove from 2008 until 2014, when he relocated to Cayman to take up a limited number of non-executive directorships in positions where his deep understanding of hedge fund and institutional trading strategies is highly valued.
He is registered with FINRA in the Series 63, 55 and 7, and is a Registered Principal – Series 24 (compliance and regulatory oriented). He has also held the Canadian Registered Representative licence and was also registered in the UK.
Simon Nock is a Chartered Accountant with considerable legal and investment oversight experience.
He holds a law degree from Birmingham University and a Masters in International Commercial Law from Nottingham University.
Simon began his career as a tax consultant for Rawlinson & Hunter in London before moving to their Cayman office in 2003. He subsequently joined EFG Bank to establish and run its corporate and fiduciary business and advise companies on regulatory compliance. He co-founded the HLX Group in 2013.
Simon has experience dealing with multiple disciplines in the alternative and hedge fund investment industry for institutional, high net worth clients and family offices. He is available to serve as an independent director to offshore structures.
He is licensed by CIMA and is a member of the Society of Trust and Estate Practitioners as well as a Fellow of the Chartered Accountancy Association of England and Wales.
Cormac Sheehan is an experienced governance professional who has worked in the hedge fund and private equity fund industry for over 25+ years.
Cormac holds a Bachelor of Arts (Hons) in Accounting and Finance and qualified as an Accredited Director with the Chartered Secretaries of Canada.
Cormac’s experience extends from Cayman to Bermuda, Ireland and Curaçao where he has worked in various financial sector roles.
Prior to joining HLX, Cormac was a director at Intertrust and before that Elian (which he joined in 2010). Prior to that Cormac worked at Butterfield Fund services and Citi Fund Services in Cayman, Bermuda and Ireland.
Cormac is licensed by CIMA and is a member of the Cayman Islands Directors Association.
Richard Ellison is an experienced investment and risk management professional with 25+ years of experience.
Richard started his career with KPMG Canada before moving to the Cayman Islands with PwC. From there he took on a series of risk management and finance roles in New York, Singapore and Canada (with a mixture of Barclays, Babcock & Brown and Grant Thornton) before returning to Cayman.
His experience set includes credit, equity, hedge funds, PE funds, infrastructure and project finance as well as many years of experience with aviation assets.
Since 2005, Richard has served as a director in a governance capacity for various investment funds and structures.
Richard holds degrees in Finance and Strategy from Purdue University as well as Accounting and History from Mount Allison University. He is a Canadian CPA, a CAIA Charterholder and a CFA Charterholder as well as holding the CFA Institute’s certificate in ESG investing.
Lodovica Speri is a multi-lingual investment professional, fluent in English, Spanish, Italian and French and a former executive director at JP Morgan where she led multi-jurisdictional teams in the derivatives clearing and prime brokerage sectors. Lodo is an experienced prime brokerage professional with extensive experience working with investment managers and their funds to deliver complex and innovative market solutions in the traditional investment space as well as the FX and crypto marketplaces.
Lodo has a background honed in derivative infrastructure, operations and risk management. She has spent many years in London working with investment management clients to optimise their margin and settlement efficiencies as well as deliver enhanced fx derivative solutions to them. Lodo has worked with and is familiar with the strategies of an extensive range of investment managers from macro to high-frequency and algo clients in the traditional as well as crypto spaces.
Lodo also has extensive regulatory experience having led teams delivering implementation of requirements arising from Dodd-Frank, MiFID and Libor reform and has represented industry bodies in discussions with the SEC, CFTC, FCA and European Commission as well as serving as a non-executive director on the board of CDC DerivClear and other industry committees where she has advised on clearing mechanisms for the London Stock Exchange Group and Eurex.
Revas Nair is an experienced financial professional with a strong background in fund administration, complex asset valuation, audit and regulatory compliance.
Revas began his career at EY in Johannesburg, where he built a solid foundation in financial reporting and asset valuations. Since relocating to the Cayman Islands in 2014, he has held roles at both EY and Maples Fund Services, gaining extensive experience across fund administration, regulatory compliance, and investment oversight in the hedge fund, private equity fund and crypto/blockchain space.
Revas holds the Chartered Financial Analyst (CFA) designation and applies his analytical acumen and governance expertise to support HLX’s delivery of tailored advisory, governance, investment oversight and economic substance solutions. His experience across both service provider and governance roles enables him to bring a well-rounded perspective to clients, aligned with the firm’s commitment to rigorous risk management and responsive service.