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 , 2025
Agenda
Global Markets Shifts: Rethinking Hedge Fund Strategies
Networking Breakfast
08:30
Welcome
09:20
Natalie Raz, CEO, IHFA
Welcome on behalf of the Board of the IHFA:
Lior Segev, Partner, KH2 Capital
Max Karpel, Partner, Akin
Opening Remarks
09:45
Ittai Ben-Zeev, CEO, TASE
Opening Bell Ceremony
10:00
Resilience of the Israeli HF industry
10:10
Natalie Raz, CEO, IHFA
Israel's Economy – Challenges and Opportunities
10:15
Prof. Amir Yaron, Governor, The Bank of Israel
Fireside Chat: Transforming Israel into a Global Financial Center – Vision and Challenges
10:55
Scott Tobin, Co-Founder, Senior Partner, Battery Ventures
Sender Cohen, Managing Partner, KH2 Capital
Haggai Schreiber, EVP/CIO, Phoenix Financial Ltd
Introduction: Ram Sheves, FVP, Group Head – Global C&I, Valley National Bank
Global Equity Panel Discussion: Finding Alpha in Unexpected Places
11:15
Moderator: Lior Shimonovich, Head of Israel Equity Sales, Jefferies
Nadav Zeller, Managing Partner, Sphera Funds
Sam Vecht, Head of Emerging & Frontiers Equities Team, BlackRock
Daniel Sueke, FCA CFA, Head of Global Equities, Menora Insurance Company
Gilad Kaizer, Head of Global Equities, Migdal Insurance Company
Fireside Chat: From Signals to Autonomy: How AI is Rewriting the Playbook of Quant Trading
11:55
Igor Tulchinsky, Founder, Chairman, and CEO, WorldQuant
Lior Segev, Partner, KH2 Capital
Networking Break
12:15
Introduction: Max Karpel, Partner, Akin
Israel Hedge Fund Industry Annual Survey
12:40
Ariel Bino, Managing Partner, Gilboa Funds
Navigating Israel’s Capital Markets: Hedge Fund Perspectives
12:55
A discussion with top managers investing in locally traded assets, shaping Israel’s alternative investment space.
Moderator: Avivit Mena Kalil, Co-CEO, Oppenheimer
Ron Senator, Co-Founder & Managing Partner, Sphera Funds
Gabi Dishi, Founder and General Partner, ALPHA LTI
Daniel Alon , Managing Partner, IBI Re’em Hedge Funds
Nir Sarfatty, Founding Partner, OLIVO Long Horizon Fund
* Panel in Hebrew with simultaneous translation into English
Introduction: Edo Pollack, Partner, Eisner Advisory Group LLC
Allocators Insights: Macro trends and allocator plans for 2026 and beyond. Where is the smart money going?
13:30
Moderator: Thomas Margerison, Capital Introduction Representative, Middle East, Marex
David Ram, Partner & Chief Investment Officer, Goldrock
Yoav Caspi, Deputy CIO, OPM, Phoenix Capital Partners
Vered Ben-David, CEO, Raveh Ravid Family Office
Networking Lunch
14:00
Speakers




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


Sender was the Chief Investment Officer at Schusterman Family Investments where he managed a multi-billion dollar portfolio including the assets of the Charles & Lynn Schusterman Family Foundation.
Sender's previous roles include President of Soros Capital, Director of Research and Head of External Allocations at Soros Fund Management, and Managing Director at Duquesne Capital Management.
Sender currently serves as Chairman of the Board of Fulbright Israel, and as a trustee of the Harlem Children's Zone and the Leadership Enterprise for a Diverse America (LEDA). He is a trustee emeritus of Yeshiva University, a founding board member of the Birthright Israel Foundation, and the founder of the Natan Fund.
Sender is the Managing Partner of KH2 and serves on KH2’s Investment Committee. Sender is also the Chairman of ExB Group, KH2's strategic affiliate in New York.


Igor Tulchinsky is Founder, Chairman and CEO of WorldQuant, a global quantitative asset management firm with 1,000+ employees and 27 global offices. Prior to founding WorldQuant in 2007, Igor spent 12 years as a statistical arbitrage portfolio manager at Millennium Management.
Igor is the Founder of WorldQuant University, a not-for-profit that offers an instructor-guided, tuition-free MSc program in Financial Engineering, and is committed to making higher-quality education more accessible worldwide.
Igor founded WorldQuant Foundry, a business incubator dedicated to building companies driven by exponential technologies. He also founded WorldQuant Ventures, a private investment vehicle focused on disruptive companies in technology.
Igor previously worked as a venture capitalist, scientist at AT&T Bell Laboratories, video game programmer, and author. Igor holds an M.A. in computer science from the University of Texas, completed in a record nine months, and an M.B.A. in finance and entrepreneurship from the Wharton School.


Lior was the Co-Founder & CEO of Liquant Asset Management, an Israel based seeding platform for emerging quantitative hedge fund managers.
Lior previously served as General Counsel, COO and acting-CEO of Lyxor Asset Management in New York, the alternative investment arm of Société Generale with $150bn of assets under management at the time.
Prior to that, Lior practiced law with Sidley Austin in New York where he focused on M&A and alternative investments. He is a graduate of the Israeli Naval Academy and holds the rank of Captain (Ret.) in the Israeli Navy and is currently an active reservist.
Lior is one of the founders and a board member of the Israel Hedge Funds Association (IHFA) and a board member of Migdalor (Lighthouse), the association of Israeli Navy officers. He is also the Chairman of the Board of the Dead Sea Guardians, a non-profit civil movement founded with the goal of saving the Dead Sea.


Max Karpel is a Partner at Akin, where he provides legal advice to emerging and established hedge fund managers as part of Akin’s global hedge fund team. He is also a co-founder and Board Member of the Israel Hedge Funds Association (IHFA).
Max has spent over 20 years advising emerging hedge fund managers on all aspects of launching their businesses. Max represents investment managers in the structuring and formation of hedge funds, private equity funds, hybrid vehicles, SPVs and investment management entities. An accomplished transactional attorney, Max frequently negotiates seed deals, acceleration deals and SMAs/platform agreements on behalf of emerging hedge fund managers. He also advises family offices and private foundations on structuring, operational issues and philanthropic giving.
Max regularly handles cross-border matters involving Israel and the United States. Fluent in Hebrew, Max has represented international clients on investing in Israel and Israeli investment managers on structuring and launching funds for U.S. and international investors.
Prior to joining Akin, Max was chair of the emerging managers practice, co-chair of the family office practice and co-chair of the Israel practice at another major law firm. He also served as 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.


Personal Information:
Co-CEO of Oppenheimer Israel, a leading American entity in Israel specializing in trading, research, and underwriting services in the US capital market. The Israeli branch has been operating for approximately 60 years.
Professional Experience:
- Managing the research department at Oppenheimer Israel for over 25 years, alongside my role as Co-CEO.
- Board member at Epitome Medical.
- Volunteer member of the Investment Committee of the Society for the Protection of Nature in Israel (Hahevra Lehaganat Hateva).
Education:
- BA and MA in Economics and Finance from Ben-Gurion University of the Negev.
Professional Licenses:
- American FINRA license, Series 7 and 16 (Financial Management and Research Management).
In my free time, I doodle, hike, learn Spanish, and enjoy reading books


Ron co-founded Sphera Funds Management in 2004 and serves as Managing Partner and Fund Manager of Sphera Fund.
Before establishing Sphera, Ron served as Head of JPMorgan Chase Israel and had held various investment banking and advisory roles at JPMorgan and Cowen in New York.
Ron holds a B.A. in Economics from Bar-Ilan University and an M.B.A. from Yale University.


Gabi has 25 years of experience in investment management in the Israeli capital market.
Chairman of the board of Abra (public company) which is controlled by Alpha funds group,
Founding Partner & Chairman at Alpha Private Equity.
Gabi has led some of the most notable transactions in the industrial and services sectors in Israel.
Gabi holds a BA in economics and MBA from Bar Ilan 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).


Sam Vecht, CFA is Managing Director and portfolio manager on the Global Emerging Markets Equities Team within BlackRock’s Fundamental Equity Group. Mr. Vecht manages long and long-short equity funds.
Mr. Vecht's service with the firm dates back to 2000.
Mr. Vecht earned a degree, in international relations and history from the London School of Economics.


Chief Investment Officer at The Phoenix Financial Group and CEO of Phoenix Capital Partners Ltd.
Leads Israel’s largest and most prominent investment team, comprising over 75 professionals. Previously held several senior roles within the group, including Head of Long-Term Savings and Head of Nostro. Holds an MSc in Management Science and a BA in Economics, both from Tel Aviv University.


Ram Sheves is a team leader in the Global commercial and Industrial Clients Department at Valley National Bank, focusing on working with institutional clients, industrial companies, and international financial firms with a presence in the United States.
He has extensive experience in providing commercial credit and complex financing solutions. Previously, he served as Head of the Investment Department and as a Compliance Officer at Bank Hapoalim in Israel, which gives him a significant advantage in working with Israeli clients operating in the international arena and in understanding their unique needs.
Ram holds a bachelor’s degree in law and business administration from the Interdisciplinary Center in Herzliya and was certified in Israel as a lawyer and investment advisor.


Bio: Vered is the CEO of Raveh Ravid Family Office. Her role includes the overseeing and management of each family’s assets in accordance with their vision and family culture. This includes the establishing of a comprehensive view of the family assets, defining long and short-term goals, assessing opportunities and risks, transforming decisions into actions, and continuously monitoring their portfolios. In addition, Vered guides the families through intergenerational transition processes, ensuring that the transfer of assets is conducted in a sensitive manner, tailored to each family and its members, while adhering to the family’s values and objectives.
As CEO of the Family Office, Vered is positioned at a key junction, navigating between financial and business endeavors, along with family matters that require dedication and personalized attention. Vered brings extensive experience in financial investments, both locally and globally, along with a profound understanding of the Israeli and international banking and investment systems.
Before heading the Raveh Ravid Family Office, Vered held management roles at various Israeli and international banks and investment banks for over 15 years, where she led professional teams and provided high-end financial consultancy services. During these years, she acquired a broad understanding of global financial markets, while establishing client-focused business relationships with numerous private and corporate clients.
Vered received her BA in Business Administration (specializing in financing) from The College of Management in 1995


David Ram is a Partner and Chief Investment Officer at Goldrock, a high‑touch multi‑family office serving ultra‑high‑net‑worth families in Israel and around the world. Since joining Goldrock in 2008, he has crafted the firm’s investment strategy, chaired its Investment Committee, and overseen deployment across public and private markets.
Prior to Goldrock, David established the Israeli office of VantagePoint Venture Partners, where he was among the first investors in climate‑tech and later‑stage venture opportunities in Israel. He began his career in New York at Merrill Lynch in 1998, building high‑growth equity portfolios for wealth‑management clients, and later that year relocated to Israel to join Ernst & Young as a Senior Manager in Corporate Finance. David holds a B.S. in Finance from Yeshiva University.
A committed philanthropist, David has devoted significant time to advancing upward economic mobility in Israel. He served on the board of Ogen from 2013 to 2025 and in 2024 co‑founded ReHome—Israel’s first social‑housing finance support fund created to assist victims of October 7. He lives in Israel with his wife, Rochelle, and their three children.


Tom leads capital introduction in the Middle East for Marex prime services from Dubai. Before joining Marex in 2024, Tom worked in Dubai for the largest Placement Agent in the Middle East, connecting regional investors with leading global alternative investment managers. Prior to that, Tom was an Institutional Sales Executive at Aurum Funds in London, a $6.3bn specialist fund of hedge fund, where he was responsible for raising capital from institutional investors across the globe including the Middle East.
Tom is a CFA Charterholder, and holds a BSc in Industrial Economics from the University of Nottingham.


Over 15 years of experience in the capital markets.
Experience managing proprietary trading for public companies, provident funds, and advanced study funds, as well as 5 years as head of hedge funds at Psagot Investment House.
For the past two years, he has been managing IBI Re’em Hedge Funds.


Yoav Caspi is Deputy CIO, OPM at Phoenix Capital Partners Insurance, the investment arm for Phoenix Financials, Israel's largest asset management company. In his role, Yoav is in charge of managing publicly listed global equity, global credit and FX & rates exposures outside of Israel. Yoav is also part of the senior asset allocation team and a member of the green light forums for illiquid assets.
Yoav has been at Phoenix insurance since 2015 and has been active in capital markets since 2005. Prior to joining Phoenix, Yoav managed a global equity long/short hedge fund at Migdal capital markets, managed global investments at the Brazilian Banco Itau (in New York) and also managed private portfolios at Psagot. Yoav holds an undergraduate degree in chemistry and economics from the Tel Aviv University as well as an MBA from Columbia Business School.


In December 2024, Nir founded the OLIVO Long Horizon Fund. With approximately 24 years of experience in the Israeli capital market, he previously served as VP Research and Portfolio Manager of mutual funds at More Investment House until the end of 2024, where he was instrumental in building the research department and managing leading equity funds.
Throughout his career, he has held various investment management and research positions at leading financial institutions. He is a Certified Public Accountant and holds a Bachelor's degree with honors in Economics and Accounting, and an MBA.


- Define and execute Migdal’s global equity investment strategy across developed and emerging markets.
- Oversee a team of portfolio managers and external mandates.
- Lead stock selection and sector allocation decisions for active portfolios.
- Conduct deep fundamental analysis and macroeconomic assessment to support investment decisions.
- Manage relationships with global asset managers, brokers, and research providers.
- Monitor performance attribution, benchmarks, and KPIs across all strategies.
- Prior to Migdal, Gilad was a VP of sales at BlackRock from 2020-2023


Daniel has over 20 years experience in the financial industry. For the last 5 years he has been the Head of Global Equities with one of Israel's largest pension funds, with discretion for ~US$30bn.
Previously, Daniel was a PM for a number of Israel’s largest institutions; he started his career as an analyst with a long-short Emerging Market fund, and qualified as a chartered accountant with KPMG UK.
He is a CFA charterholder, and earned a BA (Econ.) from the University of Manchester.


Edo Pollack is Partner-in-Charge for the Israel office and leads the Taz Group in Israel. He is also a member of the Financial Services Group, with over 20 years of experience serving both the commercial and financial services sectors. Edo leads the U.S. services in Tel Aviv. He specializes in the taxation of venture capital, private equity. and hedge funds. In addition to advising the funds, he also provides services to the underlying portfolio companies, from start-ups to well-established growth companies.
Edo’s interest in cross-border investing led to his development of the Israel-based team. Currently, he leads the operations from the firm’s Tel Aviv office.
Edo plays an integral role for clients, advising them as they raise capital, structure their investments, and navigate the complexities of U.S. tax compliance.
While based in the United States, Edo played an active role in the New York Society for Certified Public Accountants, including serving as vice-chair of the chapter’s annual conference. Currently, he supports Ezer Mizion, Israel’s largest health support organization.
Edo has presented on topics of accounting, tax, and portfolio companies, including high-tech and start-ups. He also provides internal training and mentoring of staff.


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.


Nadav is a Co-Founder & Managing Partner of Sphera Tech Fund.
Nadav joined Sphera in 2013 as an Equity Research Analyst focusing on the Tech, Consumer, and services industries. Before joining Sphera, he was the Equity Research Analyst of Camalia Capital Markets in the years 2010-2013.
Nadav Holds a B.A. in Social Sciences with an Emphasis on Management at The Open University.


Scott is Senior Partner at Battery Ventures, a firm he joined in 1997.
He leads investments in the United States, Middle East and Europe. Scott has focused on a variety of investments at Battery, including venture- capital and private equity in sectors including enterprise infrastructure; materials science; application software; business services; media; and financial services.
Scott has been named multiple times to the Forbes Midas List, which ranks top venture capitalists from around the world. He graduated with honors from Brandeis University with a BA in International Relations and Islamic and Middle Eastern Studies.
He and his wife are proud parents to 5 wonderful sons.
Sponsors
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.


WorldQuant is a global quantitative asset management firm. Founded in 2007 by Igor Tulchinsky with the belief that talent is global, but opportunity is not, WorldQuant has more than 1,000 employees spread among 27 global offices. WorldQuant seeks to get to the future faster, guided by the principle that there are an infinite number of insights to discover. The firm develops and deploys investment strategies across a variety of asset classes in global markets.


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
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.
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.


KH2 Capital, an affiliate of the ExB Group, is an investment platform guided by a vision to establish financial services as a key growth engine for Israel and to position the country as a premier hub for alternative asset management talent. Led by a team of seasoned hedge fund industry veterans, KH2 encompasses both a seeding program, which accelerates hedge fund managers with global pedigrees launching in Israel by providing them with long-term capital and services, and an investment initiative designed to scale established local managers by also providing them with capital and services. Together, these efforts create a comprehensive solution to strengthen the Israeli hedge fund landscape and position both managers and investors at the forefront of the country’s rapidly evolving hedge fund industry.


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.
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.


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.


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.


BLB&G is the leading U.S. firm representing institutional investors in shareholder litigation, and has set the benchmark for success in the securities litigation and corporate governance arena. Since our founding in 1983, we have obtained unprecedented and historic recoveries for the clients and classes we represent —more than $40 billion, including eight of the largest recoveries in history.
More information about the firm can be found online at www.blbglaw.com.


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.


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.
- Alpha Private Equity Identifies, evaluates, and invests in Israeli small—to mid-cap companies, focusing on the industrial, trade, and service sectors.
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.


G.H. Financials (GHF) is a top-tier clearer known for its extensive experience, client-centric approach, advanced technology, and strong compliance. With expertise in navigating complex markets and regulatory landscapes, GHF offers efficient clearing services across asset classes. Our commitment to excellence and industry-leading practices make us a trusted player in the global financial markets


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.


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.



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.


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
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).
Ram Sheves joined Valley bank (formerly Leumi USA) in 2019 and now leads the Financial Institutions Group. Ram is specifically concentrated in the Investment/Hedge Funds industry. He is based in NY and will be happy to discuss any business opportunity. Ram Sheves rsheves@valley.com


We are one of the top three insurance brokers in Israel.
We’ve been providing comprehensive solutions to clients in Israel since 2003, offering bespoke insurance policies and dedicated claims handling expertise.
We serve hundreds of businesses in Israel and around the world, across a wide range of industries. Our specialist brokers are experts in their fields, developing innovative, unique solutions to meet each client’s individual needs.
We are committed to you – not the insurance companies. We pride ourselves on finding the best cover for our clients, with the most resilient insurer and at the best price. Then, when our client needs to make a claim, we fight to get them the best settlement. Having the right insurance is vital. The peace of mind we offer with it is invaluable.
When we opened our doors in 2003, we had just 10 employees. Today, we have more than 150. We have come a long way - and we aren’t stopping yet.



Iconic global financial institution with world-class talent, providing specialized sector expertise, innovative products, and personalized solutions to clients across the globe.
Grounded in an entrepreneurial mindset, Cantor has been a pioneer of the financial services industry since our foundation. We continue to set ourselves apart by providing clients with access to our full suite of specialized products, services and investment banking expertise to help them shape the future of their industries.
Throughout our company’s history, our perseverance has never wavered. Instead, it is a force that drives us every day, as we help our clients meet their financial goals.


IMA Value is a leading Israeli-based long/short equity fund, investing in globally-traded Small-Mid cap opportunities.
Founded in 2021, the fund’s focus on international securities has enabled it to develop a unique familiarity and knowledge of the global Small-Mid cap universe.
The fund’s structured investment process and deep fundamental research enables it to consistently locate attractive, high-conviction investments, and to generate strong returns to its investors.

Additional Sponsors



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)
Trading is fully automated, order-driven, real-time and continuous through TASE sophisticated continuous trading system.
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.
When & Where
Tel Aviv Stock Exchange
Ahuzat Bayit Street 2, Tel Aviv-Yafo 6525216, Israel
Wednesday, November 12, 2025
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
The conference venue is accessible in accordance with the Tel Aviv Stock Exchange's accessibility statement.
For specific accessibility accommodations, please contact us at: info@ihfa.co.il
Contact us
