Engagements

Employment

Moraph: Moraph is a research organization which invents management control system tools and techniques for use by government and corporate clients. Moraph provides global, cross-functional research teams in the fields of cybersecurity (e.g. keystroke fingerprinting), accounting (e.g. forensic investigation techniques), project management (e.g. workforce productivity), and finance (e.g. algorithmic trading).

Bridgewater Associates: Bridgewater Associates is a Connecticut based global macro investment management firm often cited as the world's biggest hedge fund in terms of assets. The Systematized Intelligence Lab develops management tools and analytics products. Systemized Intelligence Lab with the goal of advancing methods in expert systems, human/computer interaction, and statistical machine learning to build a research platform for collaborative intelligence that powers many rich and insightful applications, with the entire ecosystem rooted in a fundamental and systematic approach to understanding the complex system that comprises “people.”  The research platform is one in which researchers and computers work together to evolve a shared understanding capable of powerful and explicable predictions and logically justified explanations. Bridgewater’s applications build upon this core platform to provide practical insights in the course of day-to-day management, affording in-the-moment coaching and recommendations, and ultimately yielding better business outcomes. Potential applications are broad, with a current focus on systemizing a rich, fundamental understanding of what people are like, what jobs they can do, and how to apply their talents to yield the most value for the enterprise.

Two Sigma Investments: Two Sigma is a systematic investment manager, founded with the goal of applying cutting-edge technology to the data-rich world of finance. Simon's engagement is focused on supporting the General Counsel and Chief Compliance Officer execute strategic initiatives.

The Australian Government's National Broadband Network Initiative: Simon's engagements included developing capabilities to support foreign currency hedging instruments, analytic models to detect supplier invoice discrepancies, and analytic models to detect lease discrepancies. Simon developed financial models and assisted executive team members in presenting them to Investment Committees for program funding.

Commonwealth Bank of Australia: Simon's work covered both Colonial First State and Commonwealth Private Bank. Colonial First State, a division of Australia's largest bank, entered into an Enforceable Undertaking with the Australian Government financial services regulator in response to perceived shortcomings in the bank's risk management practices. Simon was engaged to lead a team of analysts and develop financial adviser compliance risk profiling algorithms for use across 7 financial planning businesses that totaled over 2,000 advisers. Simon reported to various forums including the bank's risk committees, executives, and the independent expert appointed by the Australian Government's financial services regulator. Commonwealth Private Bank, a division of Australia's largest bank, offers tailored banking and advisory services for high net worth and ultra high net worth individuals. In his engagement, Simon developed tools for: Investment Analysts, Investment Advisers, and Private Wealth Managers. Financial products included direct equities, options, hybrids, margin lending, managed funds and structured investments.

Westpac Banking Corporation: Simon worked across Westpac's Economic Profitability Management initiative, Group CIO Office, BT Financial Group, and Westpac Institutional Bank. The $11 million, 36-person Westpac Enterprise Profitability Management initiative was designed to transform the way Westpac captured, measured and reported economic profitability. Simon helped design models to measure the profitability of Westpac Retail Banking products. Simon supported the Westpac Group Chief Information Officer in executing strategic initiatives. BT Financial Group, the wealth management arm of Westpac Banking Corporation, provides life insurance, operates managed funds, and provides financial planning services. During his engagement within the life insurance business, Simon optimized call center routing algorithms and improved life insurance quotation systems used by staff. Simon invented and then further developed smsNotify for Westpac Institutional Bank which was an innovative SMS notification system that warned support staff of potential technical issues with our foreign currency trading systems.

IBM Business Consulting Services: In his first consulting study, Simon coded prototype models for the Commonwealth Bank Netbank Replacement Project. In his second consulting study, Simon reviewed predictive stock ordering algorithms for the David Jones JOLTS-2 Stock Management System.

 

Adjudication Appointments

Section Editor, Australasian Journal of Information Systems: the Journal covers innovative research and practice in Information Systems. AJIS publishes high quality contributions to theory and practice in the global Information Systems (IS) discipline. It is particularly interested in IS knowledge drawn from or applied to Australasia and in the Asia-Pacific region. The journal welcomes submissions on research and conceptual development based in a very wide range of inquiry methods, ways of thinking and modes of expression. AJIS has been published since 1993.

Senior Membership Elevation Board Panelist, Institute of Electrical and Electronics Engineers (IEEE) who adjudicates senior membership nominations for the world’s most well-regarded technology industry association, the IEEE.

Judge, Consensus Awards Program within IT Professional Award and IT Writers Award categories. The IT Professional Award adjudication covers nominations across all IT Professional Award categories, the awards program being regarded as the most prestigious IT award within the Australasian region. The IT Writers Award adjudication covers nominations across all IT Writers Award categories, the awards program being regarded as the most prestigious IT writing within the Australasian region.

 

Consulting Appointments

Council Member, Gerson Lehrman Group: GLG is a New York-based platform for professional learning that markets itself as a "learning membership connecting businesspeople trying to solve problems to experts that can solve them". The firm connects its clients with the world’s leading experts in a variety of fields (termed "Council Members"), as well as executive education, larger team training, and the placement of experts in long-term advisory, operational, and board roles. GLG's maintains a strictly curated global membership of leading professionals and thought leaders in fields ranging from cybersecurity through to nuclear physics.

Expert Witness, Round Table Group: Round Table Group has been the leading customized expert search and referral service for 25 years. Round Table Group was established as the world’s first “virtual” consulting firm consisting of faculty members from leading academic institutions. 

Expert, Coleman Research: Coleman Research has assembled an extensive custom-built network, project by project, focused on obtaining in the highest quality of experts in each industry. Experts provide expertise via consulting projects and phone consultations.

Expert, DeMatteo Research: DeMatteo Research is one of the world's oldest expert networks, having been founded in 1997 as a general investment research company.

Advisor, GuidePoint Global: Guidepoint connects clients with vetted subject matter experts—Advisors—from our global professional network. Our clients leverage the insights and perspectives shared by our Advisors to stay informed and make better business decisions.

Consulting Editor, the Principal Post: the Principal Post is an authoritative advisory and self-publishing platform for personal and business narratives and press. Whether establishing the record or setting it straight, the Principal Post allows individuals and businesses to tell their story with the benefit of independent objective review and endorsement.

 

Academic Appointments

Research Scholar, Ronin Institute: the Ronin Institute’s Research Scholars represent fields across the academic spectrum, with many individual scholars contributing to multiple traditional disciplines.

Senior Common Room Member, Adams House of Harvard College: at Harvard College, Houses serve as the foundation for the undergraduate experience at Harvard College. Ninety-eight percent of all undergraduates live in one of the 12 residential Houses. Former residents of Adams House include Franklin D. Roosevelt, Henry Kissinger, Crown Prince Frederick of Denmark, and Chuck Schumer. Senior Common Room Membership is afforded on an invitation-only basis.

 

Association Appointments

Member, United States Secret Service Cyber Fraud Taskforce: the taskforce offers a specialized cadre of agents and analysts, trained in the latest analytical techniques and equipped with the most cutting-edge technologies focused on investigating a range of cyber-enabled financial crimes, from business email compromise (BECs) scams to ransomware attacks, from data breaches to the sale of stolen credit cards and personal information on the Internet.

Member, High Technology Crime Investigation Association: the High Technology Crime Investigation Association is an international non-profit professional organization devoted to the prevention, investigation, and prosecution of crimes involving advanced technologies.