Omar Itani
Verified Expert in Finance
Finance Expert
Omar是一名战略顾问和成功的投资者，拥有13年以上的经验. 在摩根士丹利开始他的职业生涯之后, 奥马尔转而在一家顶级对冲基金和两家资产超过5亿美元的家族理财室担任首席投资. 他还帮助多家科技初创公司筹集了超过5000万美元的资金. A published author, London Business School MBA, a CFA, and a CAIA, Omar advises entrepreneurs, businesses, 以及处理复杂商业和投资挑战的家族办公室.
Career Highlights
Education Highlights
Certification Highlights
Industry Expertise
Other Expertise
Work Experience
Director | Portfolio Manager
ICP Partners
- 曾在两个市值超过5亿美元的家族办公室担任董事, 协助他们实施和执行公共和私人投资战略, 并帮助整体资产配置策略和投资组合管理.
- 运用自下而上和自上而下的投资流程，结合宏观经济和证券研究，管理超过1亿美元的自由裁量宏观股票投资组合, 自2018年以来，哪只股票的年化回报率超过25%.
- 与c级高管密切合作, young investors, 对企业家进行多维度的指导和咨询.
投资分析师|投资组合经理
Balyasny Asset Management
- 为投资组合经理提供战略投资建议，这些建议结合了专有的自上而下的宏观经济预测和自下而上的基本投资过程.
- 管理一个自由裁量的宏观股票投资组合，专注于主题投资，重点是美国和欧洲的股票, baskets, and equity derivatives.
- 针对颠覆性行业趋势进行详细的宏观和专题行业研究, 包括物联网, the impact of the aging population, eCommerce, digitization, and automation.
- 建立详细的上市公司财务模型，包括收益分析, sensitivity analysis, risk assessment, and valuation.
- 产生了多个拐点投资想法，带来了15%以上的回报, 于2016年9月获得BAM创意创意优秀奖.
- 通过建立同时使用基本因素和定量筛选工具的筛选模型，开发了一种独特的“定量”方法来产生投资想法.
Senior Investment Analyst
M1 Group | Mikati Family Office
- 与委托人密切合作，建立内部投资流程和战略资产配置框架.
- Assisted in the execution, process management, 对十余笔涉及大宗消费品的买方交易进行估值和尽职调查, financial services, and technology sectors.
- 共同管理超过1亿美元的自由裁量多/空公共股票投资组合，专注于涵盖消费者的主题投资, 以美国和欧洲为重点的金融服务和技术领域，所有股票的年回报率超过15%, baskets, and equity derivatives.
- Led the financial modeling, due diligence, 以1亿多美元收购欧洲奢侈品时尚零售商的股票购买协议谈判.
- Sourced, performed due diligence, led the valuation assessment, 并以1.5亿美元的价格战略性收购了欧洲、中东和非洲的一家支付服务提供商.
Investment Banking Analyst
Morgan Stanley
- 开发股权融资客户解决方案, 套期保值和股票回购，包括产品定价, deal origination, and overall process management.
- 我是1美元的唯一分析师.投资基金10亿美元的财务重组, 一个多部门的综合企业集团，投资于非必需消费品和房地产行业.
- Assisted in the execution, process management, 对20多个涉及大宗消费品的买卖双方交易进行估值和尽职调查, financial services, and technology sectors.
- 建立贴现现金流，杠杆收购，M&A, 和投资回报模型20 +卖方和买方交易涵盖消费品, financial services, and technology sectors.
- 2010年在摩根士丹利(Morgan Stanley)的分析师池中名列前茅.
Education
工商管理硕士(MBA)经济学和价值投资学位
伦敦商学院-伦敦，英国
Bachelor's Degree in Economics
贝鲁特美国大学-贝鲁特，黎巴嫩
Certifications
瑞士财富管理证书
Fitch Ratings
特许另类投资分析师
CAIA Institute
Chartered Financial Analyst (CFA)
CFA Institute
Skills
Finance
Mergers & Acquisitions (M&A)、股权研究、估值、财务规划 & Analysis (FP&A), Value Investing, Corporate Finance, Financial Modeling, Valuation Multiples, Investment Memoranda, Investment Thesis, Investment Monitoring, Investment Briefs, Portfolio Analysis, Investment Portfolio Management, Stock Trading, Equity Derivatives, Business Advisory, Equity Research Analysis, M&A(买方)，债务重组，交易分析，股权融资，跨境并购&A、融资、财务重组&A (Sell-side), Valuation Analysis, Valuation Modeling, Leveraged Buyout Modeling, Debt Raises, Startup Funding, Global Macro Strategy, Asset Allocation
Output Software
Microsoft PowerPoint, Microsoft Excel, Excel 2013
Industry Expertise
Retail & 批发，金融服务，科技，健康 & Wellness, Venture Capital
Data & Analysis Software
Bloomberg, Capital IQ
Geographic Expertise
United States, Europe, EMEA
Other
Strategic Planning & Execution, Family Office, Excel Modeling, Modeling, Family Office Management, Investing, Economics, Pitch Decks, Board Presentations, Investment Funds, Equity Investment, Investment Research, Investment Cases, Portfolio Management, Research Analysis, Hedge Funds, Revenue Strategy, Investments & Risk Management, Investment Manager, Quantitative Analysis, Stock Market Techinical Analysis, Investment Analysis, eCommerce, Business Strategy, Branding, Restructuring, Sell-side, Corporate Restructuring, Investments, Equity, Derivatives, Thematic Research, Startups, Finance, Trading, Forex, Macroeconomic Forecasting, Options Trading
How to Work with Toptal
在数小时内，而不是数周或数月，我们的网络将为您直接匹配全球行业专家.
Share your needs
Choose your talent
Start your risk-free talent trial
Top talent is in high demand.
Start hiring