2014 Certified Trade Mission to Israel

2014 Certified Trade Mission to Israel 
For Private Equity and Venture Capital Fund Managers

June 9 & 10, 2014
Tel Aviv, Israel

Summary

The Certified Trade Mission will introduce a small, select group of U.S. private equity and venture capital fund managers to pre screened    Institutional investors from Israel’s largest Insurance companies, Pension Funds and Institutional investors.

The mission is organized by Katsof  Consulting certified by the U.S. Department of Commerce as the official mission organizer in cooperation with Dun & Bradstreet Israel.

Certified Trade Missions and similar events supported by the U.S. Commerce Department have attracted top funds from the U.S.  Click here to see some of the funds that have attended in the past.

 

Who May Attend

Attendees must be invited to participate in this mission.  Invitees represent a select group of top U.S. private equity, venture capital and real estate fund managers.

 

Overview

  • The Mission will provide: 
  • One-on-one meetings with Israeli investors
  • An opportunity to meet Israeli Institutional limited partner investors from the largest Insurance companies, and Pension Funds.
  • 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.GP’s and Israeli LP’s
  • Promote U.S. PE and VC Funds
  • Introduce U.S. PE and VC Funds to Israeli LP’s

The number of fund manager participants is strictly limited to maximize the level of overall access and one-on-one meeting opportunities with the institutional investors. It is expected that the delegation will be selected in full by May 10 2013.

 

Mission Objectives

Introducing the leading Israeli Institutional investors to U.S. funds:  Provide Israeli institutional investors with introductions to leading U.S. based private equity and venture capital fund managers.

 

Benefits to Fund Managers

  • Exposure to top level Israeli investors in an exclusive setting
  • Knowledge gained from Israeli investors
  • Serve as a delegate in a U.S. government initiative aimed at promoting the nation’s leadership in private equity and  venture capital to foreign institutional investors
  • Showcase your firm’s investment expertise directly to interested investors

 

Israeli Investors

  • Institutional Investors (Insurance, Pension)
  • Corporate Investors
  • Family Office Managers
  • Heads of Families
  • High Net Worth Individuals

 

List of Israeli   Institutions that attended in 2013 and  that have been invited to attend in 2014:

  • Psagot Investment House: Israel’s oldest and most experienced Investment Fund
  •  CLAL Insurance Enterprise Holdings: 20% share of the insurance market. Manages 13 billion dollars of assets.
  •  Migdal Insurance and Financial Holdings : Manages 35 billion dollars
  •  DS Apex Holdings
  •  Phoenix Pension Fund
  •  New Mivtachim Holdings Ltd : Israel’s largest Pension Fund
  •  HalmanAldibi  Investment House Ltd.
  •  Azrieli Group- Eleven Billion Dollars of Equity
  •  Africa Israel Investmentss/AFI Group- Five Billion Dollars of Equity
  • Koor Industries
  • Delek Group- Five Billion Dollars
  • Discount Investment Corporation- Two and a half Billion Dollars
  •  F.I.B.I. Holding Corporation-Three Billion Dollars
  •  I.D.B. Development Corporation- Thirty Three Billion Dollars
  • Altshuler Shaham Investment House- Ten Billion dollars under management
  • Amitim Pension Funds-Israel’s largest pension organization with  100 billion dollars under management.
  • Excaliber Capital –multi family office
  • Fides- Family Wealth Guardian
  • Gai Harel Insurance Investments & Financial Services-One of Israel’s largest insurance groups with fourteen billion dollars under management
  • Infinity Investment Group with nine billion dollars under management.
  • KCPS Clarity- Comprehensive wealth management
  • Meitav Investment House
  • Michael Shine & Partners
  • P.J. Weil Ltd- Family Wealth management
  • Peilim Investment Portfolio Management
  • a Real Estate

 

Agenda

Monday, June 9 – Arrival in Tel Aviv, Israel
 

  • Special VIP Express service upon arrival
  • VIP Assistance teams will meet you and escort you through passport control and baggage claim.
  • You will be transferred to the five- star, ocean front David Intercontinental Hotel in Tel Aviv.
  • Afternoon at leisure to enjoy the beaches and neighborhoods of Tel Aviv
  • Evening Tour of historic Jaffa, dinner at one of Tel Aviv’s leading restaurants.

Tuesday, June 10 – Certified Trade Mission

 10:00-10:15 Registration for U.S. Attendees

 10:15-10:20 Welcome Remarks

10:20- 10:30 Introduction of the U.S. GP Delegation

 10:30- 11:30 Overview of  Israeli Private Equity and Venture Capital: Senior Israeli Financial Executives

11:30- 12:00 Networking and Registration of Israeli LP Delegates

 12:00 – 1:00 Lunch

Joining us will be the Representatives of the major Israeli Institutions. It will be an opportunity for the GP’s and LP’s to meet each other.

1:00-4:45              One- on- one meetings: Members of the U.S. 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 the appropriate  Israeli institutions. Meetings will be approximately twenty minutes long.

 4:45-5:00         Wrap Up

5:00-6:00    Cocktail party , Buffet Dinner and informal networking for Israeli and U.S. participants

 

Thursday June 11 – Departure

Transfers to Ben Gurion Airport will be provided as well as VIP departure assistance.

Optional Extensions can be arranged for tours in Tel Aviv, Jerusalem or Petra, Jordan

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