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Advisor Information for MLXCX

Fund Inception12/22/2014
Name of IssuerCatalyst Mutual Funds
Fund Advisor(s)Catalyst Capital Advisors LLC
Sub-Advisor(s)SL Advisors, LLC

Fund Managers for MLXCX

Simon Lack
Portfolio Manager since 12/22/2014
Following 23 years with JPMorgan, in 2009 Simon Lack founded SL Advisors, LLC, an SEC Registered Investment Adviser. SL Advisors manages investments in energy infrastructure including the Catalyst Energy Infrastructure Fund (MLXIX) and separately managed accounts and publishes the American Energy Independence Index which is tracked by the Pacer American Energy Independence ETF (USAI). Prior to this, much of Simon Lack’s 23-year career with JPMorgan was spent in North American Fixed Income Derivatives and Forward FX trading, a business that he ran successfully through several bank mergers ultimately overseeing 50 professionals and $300 million in annual revenues. Simon 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 stakes in emerging hedge fund managers. He is the author of three books: The Hedge Fund Mirage: The Illusion of Big Money and Why It’s Too Good to Be True, published in 2012 to widespread praise from mainstream financial press including The Economist, Financial Times and Wall Street Journal; Bonds Are Not Forever: The Crisis Facing Fixed Income Investors (September 2013); Wall Street Potholes; Insights from Top Money Managers on Avoiding Dangerous Products (October 2015). Simon is a CFA Charterholder and board member of the CFA Society, Naples, Florida.
Henry Hoffman
Portfolio Manager since 11/01/2021
Henry Hoffman –Partner of SL Advisors. Mr. Hoffman is Portfolio Manager of the SL Advisors MLP & Infrastructure SMA strategies. He is Co-Portfolio Manager of the Catalyst Energy Infrastructure Fund (MLXIX) and Co-Portfolio Manager for the Rational Inflation Growth Fund (IGOIX). He is a co-creator of the American Energy Indices. Prior to joining SL Advisors, Mr. Hoffman worked as a buy-side equity analyst for PNC Capital Advisors and as a private equity real estate analyst for PNC Realty Investors. He graduated from Duke University with a B.S in Economics and Minor in Chemistry.