Simon Cai, CFA, has extensive experience in finance and investment management, currently serving as a Principal at Penfund since January 2018, where Simon progressed through various roles including Vice President, Senior Associate, and Associate. Prior to this, Simon worked as an Investment Banking Analyst at BMO Capital Markets from November 2015 to December 2017, focusing on real estate transactions. Simon's career began at Deloitte Canada, where from September 2013 to November 2015, work as an Analyst centered on infrastructure advisory and project finance. Simon holds both a Bachelor of Commerce and a Bachelor of Science in Mathematics from Queen's University.
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