2019 Certified Trade Mission to Israel

Herzliya, Israel

February 12, 2019 - February 14, 2019

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2019 Certified Trade Mission to Israel

Herzliya, Israel

February 12, 2019 - February 14, 2019

For all Alternative Asset Fund Managers
One-to-One meetings with pre-qualified investors
HNWI, Family Offices and Institutions
Dinner with the U.S. Ambassador (pending)

Key Features

One-on-one meetings with Israeli investors

An opportunity to meet Israeli Institutional limited partner investors from the largest Insurance companies, and Pension Funds as well as high net worth individuals and heads of family offices.

A forum to exchange ideas and strategies with Israeli investors, other U.S.-based fund managers, and policy-makers from both Israel and the United States.

Opportunities for intimate interaction between U.S. GPs and Israeli LPs

Promote U.S. PE, VC and Hedge Funds

Introduce U.S. PE, VC and Hedge Funds to Israeli LPs

What are the cost benefits of participating in Trade Missions?


Thank you for having me at the CTM. I found the sessions very interesting. There will be follow ups. I enjoyed the structure and the approach of a diverse multi strategy platform. The direct small groupings allowed for a snappy Q&A, useful.

Florence Hepzibah

  1. Without the trade mission format, it would be impossible to set up 20-30 LP meetings in one day with pre-qualified potential LPs. It would require multiple days and multiple trips. This is a major benefit in terms of dollars, time and energy saved.
  2. The same level of meetings would probably require a minimum of two to three trips to meet the same number of high-level people. These additional trips alone are equivalent to or will cost more than the Trade Mission in terms of airfare and hotel.
  3. Without US Government support you would most likely need to hire a placement agent, which would be a significant up-front cash expenditure.
  4. A placement agent would also charge you a commission on your earned management fee and on your performance fee. There are no commissions charged on ANY investments you receive during the Trade Mission.
  5. There is a cost in time and energy involved in identifying prospects, securing contact info, contacting the prospects, convincing them to meet and then coordinating the schedule in an efficient manner. The Trade Mission takes place on one day and all the LPs come to your hotel. This is a major advantage and a significant save in time, expense and opportunity cost. As we all know, "Time is Money".
  6. The US Embassy is the "convener of stature" for the Certified Trade Mission which lends a prestige to the event, helps guarantee the quality of the attendees, and limits the attrition prior to the event.

Event Co-Chair(s)

Doron Cohen, Founder and Executive Chairman of CB Alliance

Doron Cohen is the Founder and Executive Chairman of CB Alliance, an equity investment, real estate and M&A Advisory group. A hands-on investor/operator, he serves as CEO and/or Chairman of a number of companies he has seeded or acquired including Amerigo Alliance, CIAL Dun & Bradstreet (LATAM), CB Alliance, Dun & Bradstreet (Israel), Powerlinx and PharosCB Hospitality.

He has been on both sides of the “M&A” table in a wide variety of ventures ranging from high tech to alternate energy technologies and real estate. In 1995 he founded and took on the role of CEO of Fidelity Holdings, a company that he grew to over 600 employees and $400 million in revenue, before his exit in 2000. In 2002 he launched the Focus Group, a consortium of high net worth individuals seeking opportunistic investments opportunities; Focus has successfully invested in and exited from several Business Information Technology companies, including Dun & Bradstreet (Israel), Trusted Partners Inc., Digital Trowel, The Stock Sonar and Togasoft Solutions.

He has served as Chairman of the Board of Dun & Bradstreet (Israel), and Chairman of the Board of D&B Credit Data Company, since acquired by Focus in 2002. He is also a member of several D&B International committees involving product development and global strategies, steering cooperative policy between D&B and its global World Wide Network (D&B WWN) of partners.

In continuing his strong association with Dun & Bradstreet, in 2016 he acquired D&B’s LATAM assets, which includes five corporate hubs in Argentina, Brazil, Mexico, Peru and Miami, as well as exclusive ownership in 39 additional LATAM countries.

He has a long career as both an operator and an equity partner. His real estate experience ranges from acquiring and developing residential properties across NYC’s boroughs, through operating a highly successful real estate focused FF&E business, acquiring 15 retail properties (which he used to operate the largest car dealership in NY, which was later sold), to more recently acquiring multifamily & retail properties. In 2014 he and CB teamed up with Pharos Hospitality Management to launch PharosCB Hospitality, a national hotel development and acquisition initiative.

Doron Cohen was born in Israel, but has lived in the US for over 35 years. From 1975 to 1982, he served as a Captain within the armored technology division of the Israel Defense. He splits his time between Israel and New York, where he lives with his wife and children.

Erez I Meltzer, Chairman of the Board of Directors, Hadassah Medical Center

Erez Meltzer is one of the leading business people in Israel with more than 30 years of experience as a CEO in various global companies. He is currently the Chairman of the BOD of Hadassah Medical Center. He is investing in various business areas including: agriculture, global industries and real estate.
He is the former Executive Vice Chairman and CEO of Gadot Chemicals & Shipping Group and the former CEO of Africa-Israel Ltd – one of the largest holding companies in Israel. In 2007 he led the largest ever Israeli IPO when he listed AFI development on the LSE main list, raising $1.3B in capital. He serves as BOD member on a few boards of Israeli companies. He was the chairman of operating, industrial, technology and retail companies such as: Gotex, Zara (Israel), Eltek, Ericom Software, MIS Dental implants, MTS and Gaon Holdingscrisis management in one of the Executive Management graduate programs at the Tel-Aviv University and at the Peres Academic Center.
Prior to his position as the CEO of Africa-Israel, he was the President and CEO of Netafim in which he led one of the most challenging turnarounds in Israel. Netafim is the world leader in advanced irrigation based solutions and agro water technologies – a global company with business and projects in more than 110 countries around the globe. Prior to Netafim he was the President and CEO of CreoScitex, (formerly Scitex), a world leader in the digital printing equipment industry, and held various CEO positions in the telecommunications and semiconductors Industries. He is a veteran of the Israeli Defense Forces – Armored Corps (Colonel – res.).

In addition to his duties, he is dedicating these days a major part of his time to various none for profit and Social Responsibility activities. He serves as Chairman of the Loewenstein Hospital Friends Association, and the chairman of the leading Israeli research institute – Reut. Meltzer has been awarded a few years ago, the International Legacy Honor Award in the YPO, for his leadership, business achievements and his contribution to the community.
Born in New York, educated in Israel and the USA, (Economics & Business- Hebrew University, Business in Boston University and graduated the Advanced Management program at Harvard Business School).

He is married to Dorit and a proud father of 4 children and 3 grandchildren.

Michael Vasinkevich, CEO, Rodman & Renshaw

Michael Vasinkevich is the CEO of Rodman & Renshaw as well as Chairman of H.C. Wainwright & Co. Prior, Mr. Vasinkevich was Senior Managing Director, Vice Chairman and Founding Partner of Rodman & Renshaw (NSDQ: RODM). Prior to joining Rodman in 2002, Mr. Vasinkevich was President of Capital Markets at Ladenburg Thalmann & Co. Inc. Prior to Ladenburg Thalmann, Mr. Vasinkevich held a variety of executive positions at a number of leading investment banking firms.

Rodman & Renshaw, LLC is a leading middle-market investment bank dedicated to providing corporate finance, strategic advisory and related services to public and private emerging growth companies across multiple sectors and regions. Rodman & Renshaw is headquartered in New York City.

LP Participant Profile

Investment Houses:

Altshuler Shaham Investment House – Ten Billion dollars under management (Total Portfolio NIS Millions-91,051)
Alumot Investment House (Total Portfolio NIS Millions – 7,307)
Analyst (Total Portfolio NIS Millions – 17,897)
Excellence Investment (Total Portfolio NIS Millions – 48,528)
Halman – Aldubi Investment House (Total Portfolio NIS Millions – 46,220)
Harel Finance (Total Portfolio NIS Millions – 42,298)
I.B.I. Investments House (Total Portfolio NIS Millions – 45,817)
Infinity – Ayalim with nine billion dollars under management (Total Portfolio NIS Millions-12,325)
Meitav DS (Total Portfolio NIS Millions – 126,313)
Migdal Capital Markets (Total Portfolio NIS Millions – 32,463)
MORE Investment House (Total Portfolio NIS Millions – 20,104)
Peilim Portfolio Management (Total Portfolio NIS Millions – 17,417)
Psagot Investment House – Israel’s oldest and most experienced Investment Fund (Total Portfolio NIS Millions 188,739)
Sigma Investment House (Total Portfolio NIS Millions – 6,412)
Yelin Lapidot (Total Portfolio NIS Millions – 85,624)

Holding & Management & Investment Companies:

B Communications
Delek Group – Five Billion Dollars
Discount Investment Corp – Two and a half Billion Dollars
Elezra Holdings
Export Investment Corp
F.I.B.I. Holding Corporation-Three Billion Dollars
Israel Corporation
Zur Shamir

Insurance Companies:

CLAL Insurance Enterprise Holdings: 20% share of the insurance market. Manages 15 billion dollars of assets. Total assets in provident funds and pension funds 85,294.3 million (ns)
Harel Insurance Investments & Finance Services: One of Israel’s largest insurance groups with fourteen billion dollars under management. Total assets in provident funds and pension funds 91,572 million (ns)
Menora Mivtachim: Total assets in provident funds and pension funds 129,238.2 million (ns)
Migdal Insurance and Financial Holdings: (Manages 40 billion dollars) Total assets in provident funds and pension funds – 79,821 million (ns)
The Phoenix: Total assets in provident funds and pension funds 29,009 million (ns)

Family Offices:

Attar Management and Investments
BARAK Wealth Management
Beyond Family Office
Caspa Global Wealth Management
Excaliber Capital Multi-Family Office
Family Wealth Advisors
Feller & Co. Wealth Advisory Services
Fidelis Family Office
Goldrock Capital
Himalaya Family Office
Kali Group
KCPS Clarity – Comprehensive Wealth Management
Lighthouse Financial Solutions
Michael Shine & Partners – MSA Shine Global Family Office
Olimpic Asset Management
Olympus Financial Strategies
P.J. Weil Ltd – Family Wealth Management
Pioneer Wealth Management
Sigma and Bank Group
TAO Wealth Management
The Service
WM Integrated Wealth Management

Large Holdings groups:

Africa Israel Investments/AFI Group – Five Billion Dollars of Equity
Amitim Pension Funds – Israel’s largest pension organization with 100 billion dollars under management
Azrieli Group – Eleven Billion Dollars of Equity
Koor Industries


February 12, 2019

  • Arrival in Israel
  • 3:00 pm

    Check in at the Ritz Carlton Hotel in Herzliya
  • No activities scheduled

February 13, 2019

  • 1:00 pm - 2:00 pm

    Registration and networking lunch between US General Partners and Israeli investors
  • 2:00 pm - 6:00 pm

    One-on-one meetings: Members of the US delegation will meet in one-on-one meetings with each Investment Professional from the leading Israeli Institutions, Insurance companies, pension funds and family offices. Each attendee will be given a schedule that will ensure he meets with each Israeli institution. Meetings will be approximately twenty minutes long.
  • 6:00 pm

    One-on-one meetings end
  • 6:15 pm

    Transfer to the residence of the US Ambassador (pending)
  • 6:30 pm - 8:30 pm

    Networking Dinner between US General Partners and Israeli Investors at the residence of the US Ambassador. (pending)

February 14, 2019

  • Departure
  • Optional Extensions can be arranged for tours in Tel Aviv, Jerusalem, elsewhere in Israel or Petra, Jordan

*The government of the United States, particularly the US Department of Commerce and the US Embassy is not involved in selecting or recruitment for this mission. Such selection and recruitment is strictly left to the mission organizer. The US and foreign commercial service supports the goals of this event but does not endorse the specific products or views of the participating organization.

Fees & Registration


First Attendee: $19,500
Second Attendee: $5,750

Payment may be made by wire transfer. Full payment is required to reserve your attendance and is due immediately.

Attendance is by invitation only. The quantity of fund manager participation is strategically limited to maximize the level of overall access and one on one meeting opportunities with our foreign institutional investor attendees. Since space is limited, we encourage you to register immediately to reserve your spot.

Included in your certified trade mission fee are the following:

Deluxe accommodations: Two nights at the five-star Ritz Carlton Hotel in Herzliya overlooking the Mediterranean.

All food and beverage during the meeting portion

Dedicated on site team for you while in Israel.

Complete Conference program including one on one meetings arranged with Israel’s leading institutional investors.

Ebook with full information on all LP attendees

Networking reception at the home of the U.S. Ambassador


Check In: Tuesday February 12, 2019
Check Out: Thursday February 14, 2019

Ritz Carlton Hotel Herzliya
4 Hashunit Street
Herzliya, Israel
Phone: +972-93-73-5555

The fee does not include:
International Air travel
Hotel incidentals


Cancellation Policy
The cancellation policy is as follows:

60 days or more: Refund of 75% of full Payment
59-30 Days: 10% refund
Less than 30 days: No refund