Meet our Expert Advisors
Don Simoneaux is the Director of Alternative Investments at Waterloo Capital and is responsible for sourcing and evaluating alternative investment opportunities. Before joining Waterloo, Don attended Loyola University in New Orleans, where he graduated Magna Cum Laude with a BBA in Finance and Economics and was a member of the honor societies Beta Gamma Sigma and Alpha Sigma Nu. In 2006 he accepted a position with Cambridge Associates, LLC in Boston, MA. Cambridge Associates is a financial consulting firm which represents over three-quarters of U.S. higher education endowment assets, as well as other non-profits, international organizations and families. They also developed the “American University” style of institutional investing. During his time there, Don served as Senior Investment Analyst in the Non-Marketable Alternative Assets group specializing in private equity and venture capital. In January 2011, Don accepted the investment analyst position at Virtus Private Wealth Management, now Waterloo Capital Management. Don and his wife Catherine have one daughter named Audrey. Don enjoys cooking, live music and golfing.
Manager Sourcing & Due Diligence
Private markets are relationship driven, making it of extreme importance to partner with a firm able to objectively evaluate managers and perform prudent due diligence. Don Simoneaux, our Director of Alternative Investments, has created a process to do just that. With an emphasis on the four “P’s”; People, Process, Performance, and Price. Every sourced opportunity is based on the analyzation of each manager and their experience in the industry, historical track record, investor relationships, strategy implementation, and fund pricing. To learn more about our current offerings please complete here