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James Rickards


James Rickards is the Editor of Strategic Intelligence, a financial newsletter, and Director of The James Rickards Project, an inquiry into the complex dynamics of geopolitics + global capital. He is the author of The New Case for Gold (April 2016), and two New York Times best sellers, The Death of Money (2014), and Currency Wars (2011) from Penguin Random House. He is a portfolio manager, lawyer, and economist, and has held senior positions at Citibank, Long-Term Capital Management, and Caxton Associates. In 1998, he was the principal negotiator of the rescue of LTCM sponsored by the Federal Reserve. His clients include institutional investors and government directorates. He is an Op-Ed contributor to the Financial Times, Evening Standard, New York Times, and Washington Post, and has been interviewed on BBC, CNN, NPR, C- SPAN, CNBC, Bloomberg, Fox, and The Wall Street Journal. Mr. Rickards is a guest lecturer in globalization and finance at The Johns Hopkins University, The Kellogg School at Northwestern, and the School of Advanced International Studies. He has delivered papers on risk at Singularity University, the Applied Physics Laboratory, and the Los Alamos National Laboratory. He is an advisor on capital markets to the U.S. intelligence community, and the Office of the Secretary of Defense, and is on the Advisory Board of the Center on Sanctions & Illicit Finance in Washington DC. Mr. Rickards holds an LL.M. (Taxation) from the NYU School of Law; a J.D. from the University of Pennsylvania Law School; an M.A. in international economics from SAIS, and a B.A. (with honors) from Johns Hopkins. He lives in Connecticut.

Mr. Rickards sits on the advisory board of Physical Gold Fund SP.

Follow Jim Rickards on Twitter @JamesGRickards

Juan Luis Surgeon, CFA

juan-luis-surgeonMr. Juan Luis Surgeon brings institutional portfolio management experience to the fund’s Advisory Team from serving as Head of Treasury and Asset Management for one of Panama’s largest private banks, MMG Bank, where he is responsible for the management and oversight of over US$800 Million in assets, as well as the bank’s foreign exchange business. He currently leads the bank’s Asset Liability Committee and is a member of the MMG Fixed Income Fund investment committee. Prior to MMG, Mr. Surgeon was a liquidity, fixed income and foreign exchange trader at Multibank. Mr. Surgeon holds a Bachelor of Science in Finance from the Smeal College of Business from The Pennsylvania State University and is a CFA Charterholder, as well as a licensed securities broker and principal executive in the Republic of Panama.

Simon Heapes

simon-heapesSimon has spent over ten years as a market research analyst concentrating on economics, precious metals, energy and resources markets. His research and analysis has focused primarily on the market fundamentals of supply and demand, and more recently specialized in commodity and resource fundamentals. Simon is a Principal Director on numerous private companies and has written and lectured on the precious metals and resources markets for many years.Simon handles logistics oversight for AFE Custodial Company, and ensures consistent controls of gold purchase, fabrication, transport, bailment, and liquidation procedures.