Simba is a Director and in his role, he is responsible for managing the accounting and operations functions of the fund accounting and operations team as well as overseeing the outsourced CFO of the management company. He brings 20 years of experience in asset management accounting and operations.
Simba brings experience as an Audit Manager at Deloitte where he managed the audits of private equity, hedge, and mutual funds. Some of his largest clients were KKR, MD Sass and Blackrock.
His most recent experience is with TRG Management LP, a global alternative investments asset manager with over $5 billion under management based in New York. He was the Fund Controller responsible for fund accounting, operations, and oversight of a control environment that earned an SSAE 16 Level II certification.
Simba is a Certified Public Accountant (CPA) and a Chartered Accountant (CA). He received a Bachelor of Accounting Science and a Post Graduate Diploma in Auditing from the University of South Africa. He also has a Bachelor of Accounting from the University of Zimbabwe.
Lucy is an Associate at Fidelis Investors in the Finance and Operations Group Team.
Prior to joining Fidelis Investors, Lucy served as a Senior Investment Accountant at Smith Graham & Co. Investment Advisors where she worked on the operations aspect of the residential loan strategies.
Prior to joining Smith Graham, Lucy was with Franklin Templeton Investments as a Senior Fund Accountant for 10 years primarily responsible for the daily oversight of accounting functions of several mutual funds, preparation of financial statements, internal controls, and audit schedules.
Lucy received her Masters in Finance from Middlesex University, London, UK.
Stella is responsible for administrative support and management at Fidelis Investors.
Prior to Fidelis Investors, Stella served as an Executive Assistant at Smith Graham Investment Advisors and at Five Mile Capital Partners for over 15 years. She also held several administrative assistant roles in Paine Webber, Kidder Peabody and Merrill Lynch earlier in her career.
Stella has over 30 years of experience providing administrative support to management teams. Stella received a certificate from the Katherine Gibbs Secretarial School in 1986.