About IHFA
The IHFA was established informally in the spring of 2013 by a group of Israeli and international investment managers and service providers. The vision was to support the hedge fund industry in Israel as an integral part of the worldwide investment management community.
Through its expanding activities, the IHFA acts as a bridge to connect the local Israeli industry and its overseas peers, bringing together professional managers, investors, and service providers.
The IHFA registered as a non-profit in Israel to advance the following objectives: to represent and promote the common interests of the hedge fund industry with governmental bodies in Israel; to provide recommendations for best practices to the industry in Israel; to provide access to professional information and to broaden and deepen market and public knowledge about the hedge fund industry.
The IHFA believes that a strong hedge fund industry will benefit the Israeli economy by becoming a substantial export industry by attracting overseas investment; creating job opportunities for finance professionals, including Israelis returning to Israel or making Aliyah; increasing tax revenues; boosting liquidity on the Tel Aviv Stock Exchange; improving the culture of philanthropy and social engagement.
The IHFA members include fund managers, service providers, global exchanges, global banks, and other professionals. Most of the AUM in hedge funds in Israel is managed by funds managers that are members of the IHFA.
Early Bird regsitration until
OCTOBER 20, 2024
Agenda
Resilience of Israel's Hedge Funds Industry: Managing Capital During Troubled Times
Networking Breakfast
08:30
Welcome
09:30
Natalie Raz, CEO, IHFA
Honoring Members of the IHFA Who Have Served Their Country
Welcome on behalf of the Board of the IHFA:
Lior Segev, Founder and CEO, Liquant Asset Management
Max Karpel, Partner, Akin
Opening Remarks
09:45
Ittai Ben-Zeev, CEO, TASE
Opening Bell Ceremony
10:00
Israeli Hedge Funds: Vision for the Future
10:10
Natalie Raz, CEO, IHFA
Managing Monetary Policy in Wartime
10:15
Introduction: Natalie Raz, CEO, IHFA
Mr. Andrew Abir, Deputy Governor, The Bank of Israel
Israel Hedge Fund Industry Annual Survey
10:45
Introduction: Max Karpel, Partner, Akin
Ariel Bino, Managing Partner, Gilboa Funds
Managers Panel Discussion: Strategies for the Year Ahead
11:00
Introduction: Boaz Warshavsky Founder & CEO at Objective
Moderator: Lior Shimonovich, Head of Israel Equity Sales, Jefferies
Nathanael Dreyfuss, CEO, Eden Alpha
Shahar Cohen, Managing Partner and Chief of Geeks, Lucid Capital
Ariel Sternberg, Founding Partner, Community Fund
Tamir Gluska, Managing Partner, KAI Capital
Networking Break
11:35
Fireside Chat: Next October Will Be Better
11:55
Israeli luminaries Chemi Peres and Izhar Shay discuss the potential of Israeli innovation economy post the October War. How the Israelis’ resilience, optimism, and entrepreneurial spirit will provide for a better world.
Introduction: Saar Weintraub, Director of Business Development and Sales, NAV
Chemi J. Peres, Managing Partner & Co-Founder, Pitango VC and Chairman, Peres Center for Peace & Innovation
Izhar Shay, Former Minister of Science and Technology of Israel, Co-founder, Next October
Israeli Institutional Investors Panel Discussion: Navigating Geopolitical Instability
12:20
Introduction: Devorah Dlinn – Regional Manager, Middle East and North Africa, ICE Data Services
Moderator: Harel Gillon, Co-CEO, Oppenheimer
Galit Polonsky, Head of Global Credit, Menora Insurance LTD
Maya Avny, Head of Global Fixed Income, Migdal Insurance Company
Avi Kimhi, CIO, Gilad Pension Fund
Eran Elad, Head of Global Markets, Harel Insurance Company
Allocators Panel Discussion: Hedge Fund Allocation and Diversification: Global vs. Domestic
13:00
Moderator: Lior Segev, Founder and CEO, Liquant Asset Management
Ofir Navot, CIO, Caspa Family Office
Ori Keren, CIO and Co-founder, More Provident Funds and Pension
Ariel Bino, Managing Partner, Gilboa Funds (FOF)
Fireside Chat: Equity Volatility Strategies in the Current Macro Environment
13:40
Introduction: Paul Dex, Head of European Business Development, Equity Trading, The Toronto and Montreal Exchange Group, Canada's leading Equity, Futures & Options Exchange
Sarju Gudka Interviewing Uri Geller
Sarju Gudka, Director, Derivatives Sales, CBOE Global Markets
Uri Geller, Co-Founder, and CIO, Granite Alternative Group
Networking Lunch
14:00
Speakers
Mr. Andrew Abir has served as Deputy Governor of the Bank of Israel since February 2020. He was appointed Deputy Governor by the Israeli Government, on the recommendation of the Governor of the Bank of Israel, in accordance with the Bank of Israel Law, 5770–2010.
Mr. Abir also serves as a member of the Bank of Israel’s Monetary Committee and Supervisory Council.
Prior to his appointment as Deputy Governor, Mr. Abir served as the Director of the Markets Department in the Bank of Israel.
Mr. Abir has been at the central bank since 1987, initially in the Office of the Governor, and then moving to the Markets Department in 1992.
Mr. Abir earned a BA in Politics, Philosophy and Economics from Oxford University, and an MBA from the Hebrew University of Jerusalem.
Mr. Ittai Ben-Zeev was born in 1975. He is the TASE CEO since January 2017.
Prior to joining TASE, Mr. Ben-Zeev served as Executive Vice President, Head of Capital Markets Division, Bank Leumi and was also a member of the Bank's Management (2013 - 2016).
Between the years 2010 - 2013 he was the Deputy Head of Capital Markets Division in Bank Leumi and during 2007 - 2010 Mr. Ben-Zeev managed the Forex and Derivatives Dealing Room of the Bank.
Previously, he served as an investment banker at Merrill Lynch Israel, as well as Merrill Lynch Technology Group in London.
Natalie Raz is the CEO of the Israel Hedge Funds Association since June 2022. The role of the IHFA is to represent and promote the common interests of the hedge fund industry with Governmental bodies in Israel and assist with regulatory reforms to provide recommendations for best practices of the industry in Israel; to provide access to professional information, and to broaden and deepen the market and public knowledge about Israel's hedge fund industry.
Natalie holds an Investment Advisor license and brings profound professional knowledge and more than 20 years of experience in the Israeli capital market. Throughout her carrier, she held numerous key positions in Banks and investment houses, including as a CEO of a subsidiary of an Israeli public company that specialized in the origination, structuring, and marketing of Alternative Investments. Natalie served in multiple management positions at Excellence Investment House, led the issuance of the first Excellence ETNs, and headed the Alternative Investments desk there. Natalie holds BA and MBA in Business Administration - majoring in Finance from Ono Academic College.
Natalie Raz
natalie@ihfa.co.il
Tel: +972-54-6430800
Chemi is a Managing Partner and Co-Founder of Pitango Venture Capital. Since inception, Pitango invested some $3 Billion in a diversified portfolio of 300 technology driven companies. Pitango manages three parallel funds: Pitango Growth, Pitango First (seed and early stage) and Pitango HealthTech. Chemi actively serve as a board member at several Pitango portfolio companies among them are Taboola.com (NASDAQ: TBLA), Via Transportation, Masterschool and Venn, to mention a few. Chemi has accumulated years of experience as an investor and a board member in many companies, several of which became publicly traded on NASDAQ and NYSE. Among them are Aladdin, AudioCodes, Orckit Communications, VocalTec and Koor Industries. He served on the board of directors of Teva Pharmaceuticals. In 2020 he joined the Ethics & Sustainability Committee at GEOX.
After serving as a pilot in the Israeli Air Force for 10 years, Chemi started his career at IAI (Israel Aerospace Industries) Engineering department. Later, he held managerial positions in the software industry at DSI. He began his career in the VC world in 1992 as founder and CEO of MOFET Israel Technology Fund, then listed on TASE (Tel Aviv Stock Exchange). He co-founded and chaired IVA (Israel Venture Association), today known as IATI (Israeli Advanced Technology Industries association).
Chemi also serves as Chairman of the Peres Center for Peace and Innovation, a not-for-profit organization founded in 1996 by his late father, Israel 8th Prime Minister and 9th President of the State of Israel, Shimon Peres. The Peres Center is advancing peace building and co-existence projects and activities. The Center fosters entrepreneurship and innovation to strengthen Israel’s tech economy and leverage it as a platform for regional and international collaboration. In 2018 the Peres Center Launched the Israeli Innovation Center as part the Peres Center for Peace and Innovation. Chemi is an active participant in the areas of not-for profit enterprises. In 2013 he was instrumental is the foundation of Social Finance Israel (SFI) and served as board member for 10 years, and he co-founded Israel Solidarity Relief Fund during Covid 19.
Chemi holds a B.Sc. in Industrial Engineering and Management, and an MBA from Tel Aviv University.
In 2023 he published his first book: My Israel - 70 Faces of the Land.
Izhar Shay, former Minister of Science & Technology, is a high-tech entrepreneur and VC investor. He is a co-founder at the Next October initiative.
Izhar Shay is a Venture Partner with Disruptive AI, an early stage deep-tech VC focused on AI investments. Shay is the Chairman of Kendago, a leading digital marketing group, and he is actively involved with a number of innovative companies as an advisor, board member, and mentor for CEOs and entrepreneurs.
Mr. Segev has over 20 years of experience in M&A and alternative investments. He is the founder and CEO of Liquant Asset Management, a firm that specializes in hedge fund investment strategies and in investing in technology companies. Prior to his return to Israel in 2014, Lior was the COO and then CEO of Lyxor Asset Management in New York, the alternative investment management arm of Societe Generale. Mr. Segev also held the position of General Counsel at Lyxor and prior to that at Societe Generale Asset Management. He practiced law with the law firm of Sidely Austin in New York with focus on mergers and acquisitions and alternative investments. Lior is a graduate of NYU Law School (LL.M), Cardiff Law School (LL.B, 1st in Class) and the Israeli Naval Academy (1st in Class). Mr. Segev is an investor in and a board member of several technology companies. He is also one of the founders and is a board member of the Israeli Hedge Fund Association (IHFA) and a board member of Migdalor, the Israeli Naval Academy Alumni Association.
Max has spent nearly two decades advising emerging hedge fund managers on all aspects of launching investment management businesses. With a market-leading practice, Max represents both emerging and established investment managers in the formation and structuring of hedge funds, private equity funds and investment management entities.
Max also advises family offices and private foundations on a wide range of matters, including structuring, operational issues and philanthropic giving.
In addition, Max represents clients in cross-border matters involving Israel and the United States. Fluent in Hebrew, Max has represented international clients making investments in Israel, and has worked with Israeli investment managers on structuring and launching funds that are open to U.S. and international investors. He is also co-founder of the Israel Hedge Funds Association, Israel’s industry association for hedge fund managers.
Prior to joining Akin, Max served as chair of the emerging managers practice, co-chair of the family office practice, as well as co-chair of the Israel practice at another major law firm. He was previously the chief operating officer and in-house counsel to a family office and private foundation.
Lior Shimonovich is the Head of Israel Institutional Sales at Jefferies.
In his role, Lior manages the relationships with the Israel’s largest pension & provident funds, asset managers and hedge funds as well as supports the public equity effort related to Israeli and Israeli-related companies.
Prior to joining Jefferies, Lior was part of the debt capital markets and structured finance teams at RBS. Mr. Shimonovich graduated from George Washington University with a Bachelor of Science in Systems Engineering finishing Magna Cum Laude. Mr. Shimonovich is fluent in Hebrew and spends a considerable amount of time in Israel.
Mr. Dreyfuss is the CEO of Eden Funds—Eden Alpha and Eden Discovery. He oversees business development, operations, and investor relations. Mr. Dreyfuss also serves as a board member of the Israeli Hedge funds Association(IHFA). Before joining the General Partner, Mr. Dreyfuss served as the VP of business development of Floresta Holdings, a UK-based company that developed renewable energy projects in Brazil and Indonesia. Mr. Dreyfuss holds a B.Sc. degree in Electrical Engineering and an MBA degree Summa Cum Laude; both degrees are from the Technion—Israel's Institute of Technology.
Paul Dex's role at TMX is Head of European Business Development, Equity Trading. Paul looks after current TSX equity trading clients, as well as identifying and building relationships with potential new trading partners. Paul works in a dedicated team based in the UK and Asia who represent the whole of the TMX Group outside of Canada, principally selling Equities, F&O, and TMX's comprehensive data offering.
Paul has spent 30 years in Financial Services in The City of London, working in various roles.
Paul started his career at the London International Financial Futures Exchange, heading the International Sales Team. Paul moved across to brokerage at Skandinaviska Enskilda Banken (SEB) as their Global Head of Sales and
Marketing, leading three teams of brokers across three countries. He subsequently moved to BNY Mellon, where he headed Customer and Relationship Management across EMEA. In the last eight years Paul has held two further global Business Development roles at leading software vendors Fidessa and FIS respectively
Paul is a qualified Coach and Counsellor and in his spare time works to support and help individuals and couples
Harel Gillon is Co-CEO of Oppenheimer Israel, one of the largest global brokerage and investment banking house in Israel, having served in this position since 2005. Oppenheimer Israel’s clients include the country’s leading financial institutions, among them insurance companies, investment houses and hedge funds. Harel has managed the subsidiary of parent company Oppenheimer & Co. inc through corporate changes relating to its sale from CIBC in 2008 and through the Global Financial Crisis. He has over 25 years of experience in capital markets, previously working in a range of sales and trading roles. Harel holds an MBA from IDC Herzliya and had previously served in the Intelligence Unit within the Israeli defence forces.
Galit has experience of over 15 years in senior roles within the investment management field, especially in Global Credit.
For the past 5 years, Galit has been working at Menora Mivtachim Insurance, one of Israel's leading Insurance and Pension funds. As the Head of Global Credit, Galit manages a credit portfolio valued at over 20 billion NIS, consisting of Fixed Income and Private Debt. Her responsibilities include developing global credit strategies, allocating assets, and constructing portfolios across various asset classes.
Prior to joining Menora, Galit held the position of Head of Fixed Income at Amitim Pension Funds. Earlier in her career, she managed a global Nostro portfolio at Mizrahi Tefahot Bank.
Galit holds an MSc in Finance and Accounting from Tel Aviv University.
Maya has over 15 years of experience in various roles in management specials in the global markets both on the buy and sell side.
MBA in business Specialize in finance.
Since 2016 I am the head of the global fixed income at Migdal Insurance one of the largest institutional investors in Israel that manages over $100 bill. AUM.
The responsibilities include all aspects of management of the global credit portfolio from Managing the team, allocation, analysis, trading, and investment strategies all with the ability to identify attractive assets, work under pressure, quick decision making, Creativity, High motivation, and ability to engage other on varies liquid credit asset.
With my years of experience, I have developed relationships with leading world and Israeli institutions.
Having a successful track record of overperformance. managing over 20billion NIS.
Previous experience includes different investment management as of P.M of Mutual Funds participating in investment committees Managing investment strategies from allocation, analysis Compliance with regulatory requirements.
I have established professional global credit brokerage departments to provide and identified clients' needs providing investment ideas and solutions for market different conditions all for leading institutions while maintaining high professionalism.
Devorah leads the ICE Fixed Income and Data Services strategy and business development efforts for the Middle East and North Africa. Prior to this role, Devorah was a specialist for the ICE derivatives solution services and focused on the Eastern and Central European regions. Devorah worked in capital markets in the United States before making Aliyah and is fluent in multiple languages.
Ofir has vast experience managing multi-billion global investments in leading Israeli institutional platforms.
Prior to Caspa, he was the head of global equity and fixed income at Meitav Pension and Provident Funds, head of Global investments at Menora Pension Fund, and head of global mutual funds at Excellence.
Ofir is well-known in the global financial industry and is regularly participating in professional investment panels. He is also a lecturer at the Israeli Financial Institute.
He brings in deep knowledge and expertise in financial markets for both institutional and retail portfolios.
Eran has over 20 years of trading and Investing experience in Global Markets. At the last 10 years Eran is the Head of Global Markets at Harel Insurance Company, one of the largest Insurance & Pension Company in Israel. As a Head of Global Markets, Eran manage a portfolio of over 20 Bill USD in both Equity & Fixed Income. Prior to Harel, Eran worked as a Portfolio Manager at Migdal Insurance Company, Eran was in charge of the Global Fixed Income investment at Migdal. Earlier in his career, Eran was the Head of trading desk at Matrix A.B.C , a private trading company. Eran holds a BA in economics from Bear -Sheva University and MBA from TLV University.
Ori Keren is the chief investment officer and co-founder of More Provident Funds and Pension, with 20 years of experience in investment management totaling tens of billions
Sarju Gudka is Director, EMEA Derivatives Sales, at Cboe Global Markets, Inc. (Cboe). Based in London, Gudka is responsible for managing relationships with Cboe’s buy- and sell-side customers across Europe, the Middle East and Africa (EMEA).
In this role, Gudka identifies opportunities to raise awareness of Cboe’s products and marketplace by providing education and observations about European and U.S. listed derivatives markets. Additionally, Gudka helps develop new products and refine existing products. He is also responsible for developing coverage in new regional jurisdictions, whilst strengthening relationships with partners across the industry.
Previously, Gudka built and managed a profitable emerging market delta-1 trading business at a Tier 1 investment bank, running the global EM and EMEA linear derivative books, with mandates on index, single stock and basket financing, cash/futures and listing arbitrage, special situations and proprietary risk taking.
Gudka holds a Bachelor of Science in Economics from University College London.
Boaz Warshavsky is the Founder & CEO at Objective, an analysis firm focusing on alternative investment funds. Boaz leads a team of professional & experienced analysts, manages the risk management department and business strategy. Boaz is an expert in performing investment analysis and a popular speaker in the field of alternatives, where he presents trends and forecasts in the field. Former to establishing Objective, Boaz served as Senior Portfolio Manager and Head of International Investments in the Provident Funds and Institutions Department at “Psagot Investment House”. Working daily with these investors, Boaz realized the necessity of alternative investments analyses, which ignited the spark for Objective.
Objective is the leading analysis firm for alternative investments funds in Israel. Objective performs pre-investment analyses and ongoing monitoring throughout the investment lifecycle, reporting to the investor on a yearly basis. The analysis is performed for all types of alternative funds in Israel and worldwide.
Avi possesses over two decades of experience in various senior roles within the investment management industry in Israel, encompassing both buy-side and sell-side operations.
Currently serving as the Chief Investment Officer at Gilad Pension Fund for the Religious employees LTD. , Avi oversees assets under management exceeding 11.5 billion NIS. In this capacity, Avi assumes responsibility for all facets of local and global , Private and Public investment management .
Avi spearheads the Investment department's activities, which encompass analyzing, trading, and allocating funds across a range of liquid and alternative assets as well as local and foreign investment vehicles. Moreover, Avi is entrusted with the development of assets allocation strategies.
Avi's professional journey encompasses two decades of employment in prominent positions within Israel's largest financial institutions, including banks, insurance companies, and investment houses. He holds an MBA in finance from The Academic College for Management, complemented by a BA in economics and finance from the same institution.
Uri has over 20 years of team management and business development experience, and vast experience in High Frequency Trading and Derivatives market making.
Trying to create for Win Win situations and finding new ways to increase revenues and capital efficiency. Uri joined Barak Capital and soon took on a managerial role heading the market-making team, with direct responsibility of the business development, revenues, building relationships, and developing new markets.
Uri communicates daily with exchanges, brokers, banks, vendors, advisors, quants and competitors enjoying getting to know each of his contacts very well. Committed to excellence and the delivery of consistent results Uri has a MSc in financial mathematics from Bar-Ilan University.
Saar Weintraub's work experience began as a Foreign Exchange Trader at Bank Leumi. He transitioned to Deutsche Bank in 2006, where he was Vice President in Emerging Markets Trading. Saar moved to Barclays in 2009, assuming the role of Director and Head of Israel Onshore Trading. After leaving Barclays in 2014, he joined Yasoor Fund as a Managing Partner, with a focus on EM hedge fund activities. Currently, Saar is the Director of Business Development and Sales at NAV Fund Administration Group.
Saar holds a Bachelor's degree in Economics and East Asian Studies from Tel Aviv University and also earned a Higher National Diploma in Chinese Studies from Fudan University. Additionally, Saar has a Master of Arts (MA) in Law from Netanya Academic College.
Prior to joining Community Fund, Ariel helped to build Exigent Capital’s Israeli special situations investment practice and led several investment transactions in cooperation with York Capital.
Prior to joining Exigent, Ariel advised on some of Israel’s most notable restructuring processes, and spent three years with Jefferies’ TMT investment banking group in New York, where he focused on Restructuring and M&A. Before moving to the US, he spent 3 years in a visual technology unit in the Israeli Intelligence Force.
Ariel holds a BSE in Operations Research and Financial Engineering from Princeton University.
Ariel has more than 20 years of experience as an analyst and fund manager in global investment management. Ariel is a co-founder of Gilboa Fund of Funds, Limited Partnership, an Israeli based investment vehicle launched in 2014, dedicated to investments in Israeli Investment Funds and Investment Managers. He is also a founding member of the Israeli Hedge Fund Association. Prior to Gilboa, Ariel was the managing partner at Alpha Global, a long/short global equity hedge fund. Before that Ariel was the managing partner of Tamir Fishman Equity Opportunity Fund, an Israeli based long-short value oriented hedge fund, a senior analyst focused on deep fundamental analysis of global equities at Alverstoke Capital, a New York based hedge fund which specialized in applying a private equity approach to public markets, and an analyst and portfolio manager at Evergreen Investment Management, where he oversaw equity and fixed income investments for clients through managed accounts. Ariel received an MBA, Magna Cum Laude, from New York University, Stern School of Business (2003-2005). And a B.A, Magna Cum Laude, in Business and Economics from the Hebrew University (1996-1999).
Shahar is the managing partner of Lucid Capital – The Geek Fund with over $100M AUM in both public and private tech companies, backed by 4 top institutional investors
Before founding Lucid Capital, he served in senior tech positions: Head of Strategy & Business Development for HP-Indigo, Head of Products Division at Cisco Enterprise Division (San Jose,CA); Director of Product at Stratasys, a leader in 3D printing; and VP Product at the cyber startup AppDome.
Shahar volunteers as a board member for NGOs, is a mentor at the Techstars-Barclays FinTech accelerator and was the youngest member of the Trachtenberg Committee.
Holds a B.Sc in Computer Science and an MBA (both cum laude) from the Hebrew University of Jerusalem.
Founder and managing partner at KAI Capital since 2015. Previously, Mr. Gluska was the founder and CEO of Heatsense Energy, an engineering services company specializing in energy efficiency. Mr. Gluska is a former intelligence officer in 8200, and hold a B.Sc. in Mechanical Engineering from Tel Aviv University (with Honors).
Group. Granite Alternative Group was established in 2013 and manages a Hedge Fund and several large SMAs. Uri joined Granite inancial Instruments as the head of the trading desk in 2004. Previously he spent four years working as a Market Maker in listed U.S. Equity and Index Options at Bear Wagner in New York. Uri holds a B.A. in Economics from Penn State University (U.S.A), and an M.B.A in finance from Bar Ilan University (Israel).
Sponsers
Platinum
Akin is a leading global law firm with a strong presence in more than 900 lawyers across 18 international offices. With a notable focus on investment management, Akin has become a recognized authority in serving emerging managers, entrepreneurial fund sponsors, and large institutional managers, particularly in the hedge fund sector. For over 45 years, the firm has been at the forefront of fund formation, including hedge, private equity, credit, and other specialized funds. Akin's understanding of complex legal and regulatory environments, combined with a commitment to providing commercially savvy and innovative solutions, positions the firm as a trusted partner for hedge fund clients. With a presence in major financial centers worldwide, our team is well-equipped to support related practices including corporate, tax, litigation, and regulatory/compliance matters. Whether in established or emerging markets, Akin's lawyers are skilled in local business issues and adept at navigating both legal and political landscapes.
Jefferies (NYSE: JEF) is the largest independent, global, full-service investment banking firm headquartered in the U.S. Focused on serving clients for 60 years, Jefferies is a leader in providing insight, expertise and execution to investors, companies and governments. Our firm provides a full range of investment banking, advisory, sales and trading, research and wealth management services across all products in the Americas, Europe and Asia. Jefferies’ Leucadia Asset Management division is a growing alternative asset management platform.
As the world's leading derivatives marketplace,CME Group (www.cmegroup.com) enables clients to trade futures, options, cash and OTC markets, optimize portfolios, and analyze data – empowering market participants worldwide to efficiently manage risk and capture opportunities. CME Group exchanges offer the widest range of global benchmark products across all major asset classes based on interest rates, equity indexes, foreign exchange, energy, agricultural products and metals. The company offers futures and options on futures trading through the CME Globex® platform, fixed income trading via BrokerTec and foreign exchange trading on the EBS platform. In addition, it operates one of the world's leading central counterparty clearing providers, CME Clearing
Ranked #1 in an independent survey, NAV Fund Services is a privately-owned fund administrator with a strong reputation for cost-effective and reliable fund administration solutions. NAV has achieved 32 years of year-over-year growth solely via client referrals and maintains a remarkable 99% client retention rate. We are among the top 10 global hedge fund administrators by number of funds, servicing more than 310 billion AUA.
Gold
Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With over 94 offices worldwide and 12,000+ employees in 38 countries, Apex Group delivers an expansive range of services to asset managers, financial institutions, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody, super ManCo and fund raising services, corporate services including HR and Payroll and a pioneering ESG Ratings and Advisory solution. Apex Group’s purpose is to be more than just a financial services provider and is committed to driving positive change to address three core areas; the Environment and Climate Change, Women’s Empowerment and Economic Independence, Education and Social Mobility.
Cboe is the world's go-to derivatives and exchange network, delivering cutting-edge trading, clearing and investment solutions to people around the world. We provide trading solutions and products in multiple asset classes, including equities, derivatives, FX and digital assets, across North America, Europe and Asia Pacific. But we're more than just transactions.
Marex Prime Services (formerly Cowen Prime Brokerage) is a leading full-service institutional prime broker, with a global multi-asset platform tailored for investment managers worldwide. It has a strong track record in supporting both emerging and established funds seeking to work with a single partner or to diversify their prime brokerage counterparties.
Combining a highly personalised concierge-style service model with a comprehensive suite of award-winning services, Marex supports clients in raising capital, strengthening growth and managing risk at every stage of their journey. Services include high and low touch execution, financing, outsourced trading, operational support, capital introduction and business consulting.
Marex Prime Services is a division within Marex, a diversified global financial services platform, providing essential liquidity, market access and infrastructure services to clients in the financial, energy and commodities markets.
With more than 35 offices, access to all major exchanges and technology-powered data and advisory services, Marex enables clients to outperform in today’s investment landscape.
TMX Group operates global markets, and builds digital communities and analytic solutions that facilitate the funding, growth and success of businesses, traders and investors. TMX Group's key operations include Toronto Stock Exchange, TSX Venture Exchange, TSX Alpha Exchange, The Canadian Depository for Securities, Montréal Exchange, Canadian Derivatives Clearing Corporation, TMX Trayport and TMX VettaFi, which provide listing markets, trading markets, clearing facilities, depository services, technology solutions, data products and other services to the global financial community. TMX is headquartered in Toronto and operates offices across North America (Montréal, Calgary, Vancouver and New York), and international markets including London, Singapore and Vienna.
Oppenheimer Israel Ltd. (“Oppenheimer”) is a leading provider of U.S. brokerage and investment banking services to the Israeli market. The established Tel Aviv-based office has operated for more than 50 years and offers professionals in brokerage, research, investment banking, and executive services. Years of continuous activity in Israel have earned Oppenheimer recognition for its success and dedication to the Israeli market. We provide strong after-market support and sponsorship of conferences and company tours attended by institutional investors and potential strategic alliances. Brokerage and Research Services Oppenheimer services leading Israeli financial institutions: banks, brokers, insurance companies, pension funds, mutual funds and portfolio managers. In 2013, Oppenheimer continued to be a leading market maker in Israeli equities traded in the U.S. We make a market in 80 Israeli-related shares traded on the Nasdaq OMX. Investment Banking Services Oppenheimer provides a full range of services, including public and private equity financing and M&A advisory. Oppenheimer has completed over 25 transactions totaling over $2.5 billion in value for Israeli companies in the last five years. Oppenheimer has played a major role in listing many of Israel’s growth, technology and healthcare companies traded on U.S. exchanges.
ION Asset Management is an Israel-based investment management company, with AuM of ~US$2.5 billion. Founded in 2006, ION manages funds across multiple asset classes including hedge funds, managed accounts and private equity.
Deeply rooted in the local ecosystem, ION Asset Management brings a breadth of experience combined with bottom-up approach and proprietary fundamental research, to deliver unique insight and value
for the most sophisticated global private and institutional investors.
Our vision is to be the most trusted and relevant professional services business in the world - one that attracts the best talent and combines the most innovative technologies, to help organisations build trust and deliver sustained outcomes.
Described as “Wall Street’s best-kept secret” (The Legal 500: United States), Kleinberg Kaplan is a premier boutique law firm that provides practical, business-minded legal counsel to investors, entrepreneurs and other industry leaders.
With a national and international reputation for representation of private funds, the firm serves an impressive roster of clients, including investment funds and companies at all stages of their life cycles, as well as a wide variety of real estate investors, family offices and high-net-worth individuals.
The firm boasts an active practice representing Israeli clients and was a founding member of the Israel Hedge Fund Association.
Kleinberg Kaplan provides a full-service platform that combines extensive Big Law experience with the personalized attention of a boutique firm, true teamwork and an entrepreneurial culture attuned to investments, building businesses and transforming ideas into successful companies. To learn more please visit www.kkwc.com.
ICE (NYSE: ICE) is a Fortune 500 company that designs, builds and operates digital networks to connect people to opportunity. We provide financial technology and data services across major asset classes that offer our customers access to mission-critical workflow tools that increase transparency and operational efficiencies. We operate exchanges, including the New York Stock Exchange, and clearing houses that help people invest, raise capital and manage risk across multiple asset classes. Our comprehensive fixed income data services and execution capabilities provide information, analytics and platforms that help our customers capitalize on opportunities and operate more efficiently. At ICE Mortgage Technology, we are transforming and digitizing the U.S. residential mortgage process, from consumer engagement through loan registration. Together, we transform, streamline and automate industries to connect our customers to opportunity.
The European Energy Exchange (EEX) is the leading energy exchange which builds secure, successful and sustainable commodity markets worldwide – together with its customers. As part of EEX Group, a group of companies serving international commodity markets, it offers contracts on power, natural gas and emission allowances as well as freight and agricultural products. EEX also provides registry services as well as auctions for Guarantees of Origin, on behalf of the French State.
Granite Alternative group is a fund management firm established by Menashe Shemesh and Uri Geller who have over 20 years of experience as derivatives traders.
Based on their extensive experienceand understanding of financial markets, the fund managers developed a propriety trading model infused with their own expertise and know how. The model sought to systematically take advantage of inefficiencies in global derivatives markets.
In 2013 Granite launched Granite Alphen Capital Fund (GACF), its flagship fund, an award-winning systematic hedge fund. Currently, Granite manages several systematic hedge funds, all model based, on various derivatives trading strategies and risk/reward profiles.
In February 2022 Julien Assous joined Granite Alternative Group and serves as the CEO. Julien is one of the most experienced managers in the Israeli market.
Sphera Funds Management is the first and leading Hedge Funds Group in Israel. Founded in 2004, Sphera aims to generate consistent, long-term, risk-adjusted returns to its investors, while exceeding the relevant benchmarks and adhering to high international standards of compliance and operation. Over the years, Sphera has gained international recognition and awards for excellence among leading hedge funds worldwide. Sphera’s investment strategy is predicated on fundamental and comprehensive research of industries, macro trends, companies and management teams, while dedicating considerable resources for analysis and identification of companies with strong foundations and high potential for profitability
Alpha LTI was founded in 2005 by Gabi Dishi and Michael Weiss and is one of Israel’s leading hedge fund groups.
The firm currently has six funds:
- Alpha Value 1 LP specializes in long-term investments in small-cap Israeli companies, primarily in the industrial and services sectors.
- Alpha Opportunities LP invests in public companies using a value/growth approach and long/short trades to lower volatility and risk. The fund incorporates event-driven strategies which identify market mispricings and triggers for price appreciation.
- Alpha Long Equities LP invests in Israeli publicly traded companies while utilizing a fundamental-oriented value/growth investment approach.
- Alpha Bonds LP mainly invests in corporate bonds of Israeli companies using a long/short strategy based on a detailed analysis that examines the debt repayment capacity of the companies.
- Alpha Pengana Israel is a unit trust fund for Australian wholesale investors. Managed by Pengana Capital and advised by Alpha. The fund invests in publicly traded Israeli companies listed in Israel and foreign markets and uses value and growth strategies.
- Ragnar Fund is a crossover fund investing in private Israeli companies.
Alpha utilizes a structured long-term investment philosophy based on a fundamental bottom-up equities analysis. Alpha's client base includes institutional investors (pension funds, provident funds, universities, and more), family offices, and high net worth local and foreign investors.
Gilboa is one of Israel's leading alternative investments allocators. The company manages three Fund of Hedge Funds, and structures feeder funds for non-tradable investments. Since establishing the first Israeli FoHF in 2014, the company has been focused on creating excess returns for investors through smart and efficient exposure to sophisticated investments and the best hedge funds in Israel. Among its clients: High Net Worth investors in Israel and abroad, institutional investors, universities, kibbutzim and public companies.
Barnea Jaffa Lande is a top 20 Israeli law firm with a diverse client base of local and foreign companies.
The firm is considered one of the most experienced law firms in the hedge fund field, representing local hedge funds registered abroad in all stages of the process, from initial establishment of the fund, though drafting articles of association, to preparing management agreements, investment agreements, and agreements with various trustees. Barnea also serves as the IHFA’s legal counsel.
Societe Generale, one of Europe's leading financial services groups and a major player in the economy for over 160 years, supports 25 million clients every day with more than 126,000 staff in 65 countries.
The Group combines financial strength, proven expertise in innovation and a sustainable growth strategy with the objective of creating value for all our stakeholders. We seek to be a trusted partner in the projects of those building tomorrow's world today.
Our corporate purpose is: “Building together, with our clients, a better and sustainable future through responsible and innovative financial solutions.
Silver
Israel Interactive Trading provides Prime Brokerage service in the global capital markets to worldwide clients.
We offer our service to Individuals, Financial Advisors, Prop Trading groups, Brokers, Hedge Funds and Private companies.
With Israel Interactive Trading investors can trade in Stocks, Futures, Options, Bonds, FX, and much more, in over 135 markets from a single Universal account.
Objective specializes in performing analysis, providing investment advice and risk management services in the field of alternative investment funds. We perform pre-investment analyses and ongoing monitoring and annual reports throughout the investment lifecycle for over 90 funds. Our analysis is performed for all types of alternative funds in Israel and worldwide. Founded over 4 years ago by Mr. Boaz Warshavsky, we created a team of professional analysts that has combined experience of over 100 years.
Valley is a US public bank managing $54 billion in assets with more than 200 locations all over the US. Valley Bank supports Israeli and Cayman Investment and Hedge Funds with their Commercial needs in the US: Cash Management, FX Conversions and Hedges and Credit Lines (and not brokerage).
Alon Lev-Hertz joined Leumi USA in 2014 and since then has led the Financial Institution Group. Alon is specifically concentrated in the Investment/Hedge Funds industry. He is based in NY and will be happy to discuss any business opportunity. Alon Levhertz alevhertz@valley.com
WTW Israel is one of the leading insurance brokers and consultants in Israel, specializing in formulating tailor-made insurance solutions to Israeli corporations operating locally and worldwide. WTW Israel brings a professional and skilled team of 60 employees. Operating from Ramat Gan, for the past 22 years, WTW Israel has been providing services to hundreds of clients, including multinational companies, public entities (in Israel and abroad) from all industries, infrastructure companies, Tech companies, financial institutions, manufacturing, medical, Oil & Gas, engineering and more.
WTW Group is the third largest insurance broker in the world and a leading advisory, broking and solutions company, helping clients, globally, turn risk into a path for growth. Our roots date back to 1828, grounding our business in a long, stable history. Today, WTW has 45,000 employees in more than 140 countries and can transact in insurance markets worldwide.
Our five values are more than words. A strong client focus, an emphasis on teamwork, unwavering integrity, mutual respect, and a constant striving for excellence, underlies all that we do, including how we behave and interact with each other. They are part of our WTW DNA.
Ran Eliaz, Adv.
Director, Head of Financial, Executive and Professional Risks (FINEX), WTW Israel
+972 3 7530547
Additional Sponsers
The Next October initiative is a visionary project aimed at harnessing Israeli innovation to honor the memory of those lost in the October 2023 Hamas War. Next October is the right response of the Western civilized world to the evil represented by the cruel Hamas murderers who started this war. More than 1,400 startup companies will be created, building new innovative products and services which will be implemented globally and add their contributions to the creation of a better world.
For the past five decades, ISRAEL BROKERAGE AND INVESTMENTS has been providing brokerage services to most of the institutional organizations on the capital market and to many of the foreign investment houses that operate in Israel. The company is considered to be the leading and largest independent brokerage firm and for several years in a row has been named one of the top broker in the Trading Room Survey conducted by Globes.
ISRAEL BROKERAGE AND INVESTMENTS is a member of the Tel Aviv Stock Exchange and the TASE Clearing House since 1973, a member of the MAOF Clearing House since 2015, and a member of Euroclear since 2014.
Business Sector
Provide advanced financial services to business customers through a rapid and high-quality process. a wide range of products all under a single roof
In 2003, the Itzhaki family fulfilled their long-held vision by founding the Tulip Winery, an expression of their great love of wine and huge love of people. This was a true milestone – combining fine, high quality wines with a committed contribution to the community.
The hillside in Kfar Tikva, a small and pastoral settlement for residents with special needs, was the perfect and most natural setting for building the winery. The winery’s inspiring and thriving model of employing members of the community and providing a platform for their integration into the labor market just like ordinary people, formed an extraordinary, strong, inseparable and rooted connection.
Tulip Winery annually produces about 300,000 bottles that are sold throughout Israel and in many countries worldwide. Tulip wines receive enthusiastic reviews from wine critics and customers alike, as well as international awards, complementing the holistic experience that every person feels when they encounter these wines.
The passion to create unique, bold and out of the box wines constantly drives us forward. Tulip Winery’s entrepreneurial spirit enables us to continue to lead – creatively, innovatively, professionally and sensitively.
The professional breakthrough discernible in the unique blends and the uncompromising quality throughout the winemaking process. Tulip’s unique combination of professional expertise and its new statement within the wine industry, lead to the winery’s great success.
Partner
The Tel Aviv Stock Exchange (TASE) was established in Israel in September 1953. As of August 1, 2019, the Tel Aviv Stock Exchange is a TASE traded public company (TASE: TASE)
TASE plays a central role in the Israeli economy and provides a market infrastructure that is central to the economy’s growth. As TASE is the only securities exchange in Israel, where access to it is protected by high barriers to entry in terms of regulation and the need for reliable technological infrastructure, Israeli companies and the Israeli government rely on TASE’s markets for capital and liquidity TASE is the “home court” for Israeli companies seeking to raise capital to meet their growth and liquidity objectives. In so doing, TASE contributes significantly to Israel’s economic growth and employment.
TASE is also the “home court” for the Israeli investment community and provides investors with a reliable and comprehensive trading platform for the buying and selling of a wide range of securities and other financial instruments.
TASE serves hundreds of thousands of investors, including households, who invest in TASE’s markets, largely through investment management companies including pension funds, insurance companies, provident funds, advanced study funds and other entities. TASE provides markets for the listing and trading of a vast range of securities and derivative instruments. These include shares, corporate bonds, government bonds, Treasury bills, ETFs, convertible securities, single stock options, options and futures on equity indices, and options and futures on foreign currency exchange rates. Trading is fully automated, order-driven, real-time and continuous through our sophisticated continuous trading system.
When & Where
Tel Aviv Stock Exchange
Ahuzat Bayit Street 2, Tel Aviv-Yafo 6525216, Israel
Wednesday, November 13, 2024
event time 08:30 – 14:30
Parking lots in the area of Tase Tel Aviv Stock Exchange
The car park (Hashalom tower) – entrance from 2 Ahuzat Beit St
The car park (Hashalom tower) – entrance from 1 Ahshachar St
Beit Psagot parking – 12 Ehad Haam St
Grozenberg parking – 16 Grozenberg St
Rothschild parking – 1 Rothschild St
Monetefiore parking – 5 Monterfiore St