2022 IN-PERSON Certified Trade Mission to Tel Aviv
June 14, 2022
For all Alternative Asset Fund Managers
One-to-One meetings with pre-qualified investors
HNWI, Family Offices and Institutions
One-on-one meetings with Israeli investors
An opportunity to meet Israeli Institutional limited partner investors from the largest insurance companies, pension funds, private family offices and private wealth managers. Attendees will predominantly be Family Offices and Multi Family Offices who have all made prior investments into U.S. Alternative Asset Funds
Opportunities for intimate interaction between U.S. GPs and Israeli LPs
Introduce & promote U.S. PE, infrastructure, real estate and VC Funds to Israeli LPs
What are the cost benefits of participating in Trade Missions?
“As a U.S. Fund manager, this has been a great use of time and a great experience. I think the return on investment is going to be very very high.”
~Jeremiah Silkowski, CEO, SQN Capital Management
- 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.
- 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.
- 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.
- 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".
Doron is a founder, operator, and investor with 35 years of experience building global businesses, primarily in Commercial Data and Fintech sectors. Doron is Chairman of Dun & Bradstreet (Israel) and D&B Consumer Credit Bureau (Israel) since 2002, a founder and co-Chairman of D&B International’s Worldwide Network (WWN) and has served as Executive Chairman of CIAL Dun & Bradstreet (Latin America) since 2016. A serial entrepreneur, Doron has started, sold and acquired a diverse set of companies, developing and launching some of the most successful products and technologies in Dun & Bradstreet’s history and developing an expertise in merging and growing multi-national organizations. Previously he was founder/CEO of Fidelity Holdings, a company he grew to over 600 employees and $400 million in revenue.
Yishai Amir is an experienced entrepreneur, who has been a Senior VP at HP, managing very large businesses and organizations (inc. HP $1.5B Graphic Business in the US) and has led LandaCorporation, a high growth tech Company, as its CEO, from a technology stage to a company valuation of $2B. In his technology management career, Yishai has started up and ramped up businesses from a technology stage to hundreds of $M business. Yishai is passionate to contribute his knowledge and experience and help growth startups to scale up quickly and profitably. Yishai is also leading CiNet-Israel’s leading CEO Tech Network.Yishai founded and leads Cgnite Ventures. Cgnite identifies promising young technology companies that have potentially disruptive solutions and operate in large markets. Cgnite Ventures’ investment portfolio includes companies in fields that range from Industry 4.0 and to Personal Wellness and Big Data Analytics. Cgnite Ventures invests only in companies to which it can add value and typically plays an active role in helping them achieve their growth objectives.
Boaz Barack has over 30 years of experience in global banking and investment firms. His international career has focused on asset management and transforming innovative financial products into bankable solutions. Barack was on the senior management team of the two leading Swiss banks, Credit Suisse and UBS.
He describes himself as an accomplished investor and an excellent fundraiser. Barack focused on new ways of raising capital in private markets and assisted investment funds with their distribution challenges.
His current involvement is in new-age banking, focusing on banking products and redesigning financial services. In doing so, he strives to develop a new perspective on finance in writing and practice.
His drive and passion are evident when considering the various professional positions throughout his career. He has interacted with multiple leaders, from top companies to politicians to intellectual leaders worldwide, and they consulted with him on modernized technology for their organizations. He currently holds several prestigious positions on international boards, advisory boards of multinational foundations, stock exchanges, and banks’ advisory boards.
Barack is the Founder and CEO of Bonart Financial Performance, an independent Swiss strategic advisory and execution firm covering comprehensive service and investment offerings throughout the lifespan of its client’s interests.
Bonart has a New Perspective on Finance, focusing on the following missions:
- We provide excellent financial investment opportunities to our We
continuously explore, analyze, and select global leading investment funds in that respect. In most cases, we prepare structure solutions for all asset classes, including private equity investments.
In some cases, we manage such solutions. Our essential product is an offering (for professional investors) issued by UBS AG, with the rating of the Group, under our concept of GLOBAL SECTORS ROTATION with Bonart as the Manager (please request an information sheet).
- We help create and issue certificates – structured financial products – that advance investors’ access and help Family Offices, asset managers, and financial product distributors expand globally.
- We provide fundraising services for companies and funds by appealing to our network of a few thousand investors in Europe and Israel. Our mission is to mobilize private capital globally by facilitating introductory meetings between our vast networks.
LP Participant Profile
June 13, 2022
3:00 pmCheck in at the Hilton Tel Aviv
June 14, 2022
9:00 am - 9:30 amNetworking breakfast & registration of LP & GP attendees
9:30 am - 1:00 pmOne-on-one meetings: Members of the U.S. delegation will meet one on one with each investment professional from the leading Israeli institutions, insurance companies, pension funds and family offices. Each attendee will meet with each Israeli LP in a one to one meeting.
1:00 pm - 2:00 pmNetworking lunch
June 15, 2022
12:00 pmCheck out and departure
*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.
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.
Please email firstname.lastname@example.org for information on the fees to attend.
Included in your certified trade mission fee are the following:
Deluxe accommodations: Two nights at the beachfront Hilton Tel Aviv
Deluxe Sea View Room with breakfast
Reception hosted by the U.S. Embassy (tentative - pending scheduling)
Breakfast, lunch and snacks on Tuesday, June 14, 2022
Breakfast on Wednesday, June 15, 2022
Dedicated on site team for you while in Tel Aviv
Complete Conference program including one-on-one meetings arranged with Israel’s leading institutional investors and family offices
Distribution of your materials to Institutions prior to the Trade Mission
Check out: Wednesday, June 15, 2022 at 12:00 pm
Deluxe Sea View room – with a spacious balcony with sea view, walk-in shower, and a working desk.
Includes Israeli buffet breakfast at the Café Med restaurant overlooking the sea.
Find us on the shores of the Mediterranean, right in the heart of Independence Park. We’re within three kilometers of Tel Aviv Museum of Art, the Israeli Opera, and Museum Tower. Ben Gurion House is less than a kilometer away. We have five dining options, as well as a full-service spa and salon, saltwater outdoor pool, tour desk, and babysitting services.
The cancellation policy is as follows:
Within 30 days of registration: 75% refund
31-60 days after registration: 50% refund
More than 60 days after registration: No refund