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Simeon
Schwartz

Since 2008, Simeon Schwartz has served as Managing Partner at the New York offices of BTG Pactual.

New York, New York

Financial professional Simeon Schwartz began a successful career in finance after earning a Bachelor of Arts in Economics from New York’s Queens College and an MBA with a concentration in finance from the renowned The Wharton School, University of Pennsylvania. After graduating from The Wharton School, Simeon Schwartz embarked on his financial career. Joining New York’s Bankers Trust, he worked his way up to Managing Director of Financial Services and Head of Derivatives and Propriety Trading for the United States. In his next position as Managing Director and Global Head of Derivatives, U.S. Government Securities and Commodities for the company UBS AG in Stamford, Connecticut, Simeon Schwartz distinguished himself as a member of the UBS AG’s Board of Directors, serving as Global Head of Rates. After working at UBS AG for 13 years, Simeon Schwartz’s next professional endeavor took him to the Brazilian-based financial services company BTG Pactual. Working out of the New York offices, Simeon Schwartz functions as Managing Partner and the Chief Investment Officer for the company’s flagship hedge fund, GEMM. Simeon Schwartz serves on BTG Pactual’s Global Management Committee and lends support to the management of the company’s USD $77 billion in assets under administration and USD $64 billion in assets under management. BTG Pactual serves as a leading assets and hedge fund management corporation in Brazil and possesses investment experts in Hong Kong, New York, São Paulo, and Rio de Janeiro. Simeon Schwartz provides clients with innovative financial solutions through products such as equities and multi-asset strategies; fixed income, infrastructure and real estate; Brazil private equity; global hedge funds; and emerging markets. As Chief Investment Officer at BTG Pactual, Simeon Schwartz dedicates himself to the company’s ethical approach to providing the best asset management, investment banking, and wealth management services available to its clients.


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  • Business Tip from Simeon Schwartz: Developing Long-Term Relationships
    , Simeon Schwartz's Blog on Bigsight
    June, 2011
    1. Be a listener, not a talker. While it is important to communicate with clients or prospective customers, listening remains the key to establishing understanding and support. All too often, individuals get stuck in a rut of repetitive mantras or unnecessary sales talk, which can take away from the value and weight of your unique message. Let your services speak for themselves, and listen as carefully as you can to cater these services accordingly.

    2. Enter into every business relationship expecting that it will be a long and lasting one. Placing value on relationships early on in a partnership will ensure enhanced rapport and a likely long-term business commitment.

    3. Practice transparency at all times. This generates loyalty and trust, the most valued commodities in the business world today.

    4. Go above and beyond the basics. Clients and contacts appreciate it when you provide the extra service that sets you apart from the rest. While such efforts may be small, they add up in long run.

    5. Emanate positivity. While you may not be able to offer each client everything he or she wants in every situation, there will always be a solution presenting the best way to move forward. Take this approach in your business relationships and you will realize the many opportunities that arise when you become open to all possibilities.

    About the Author:
    Simeon Schwartz     currently serves as the Managing Partner at BTG Pactual and acts as Chief Investment Officer for the GEMM hedge fund. Prior to this role, he served as Managing Director for UBS AG, and held the same title at Bankers Trust.

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