2018 Certified Trade Mission to Israel — May 30 – June 1, 2018

2018 Certified Trade Mission to Israel
for Alternative Asset Fund Managers:
Private Equity, Venture Capital, Real Estate and Hedge Funds

Wednesday May 30 to Friday Jun 1, 2018
Tel Aviv, Israel

Summary

The Certified Trade Mission will introduce a small, select group of US private equity, venture capital, real estate and hedge fund managers to prescreened  Institutional investors from Israel’s largest Insurance companies, Pension Funds, Institutional investors, family offices and high net worth individuals.

Who May Attend

Attendees must be invited to participate in this mission. The trip is for all Alternative Asset Fund managers. Invitees represent a select group of top US private equity, venture capital,real estate and hedge 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 and from the growing Family Office sector in Israel.
  • Three and a half hours of one-on-one meetings.
  • Minimum of twenty one-on-one personal meetings with Israel’s leading institutions and family offices.
  • Focused, structured, organized and prearranged private meetings.
  • Convened by the US Embassy.
  • No placement agency fees or commissions.
  • Full contact information and background provided to GPs prior to all meetings.
  • Promotion of your firm to 100+ local institutional investors, and single- and multi-family offices and high net worth individuals.

What are the cost benefits of participating in Trade Missions?

  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.

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 1, 2018

Mission Objectives

Introduce U.S. Alternative Asset Fund Managers to the leading Israeli Institutional investors

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 US government initiative aimed at promoting the nation’s leadership in alternative investments to foreign institutional investors, family offices, and HNWI..
  • Showcase your firm’s investment expertise directly to interested investors.

Mission Co-Chairmen

SPECIAL UNIQUE FEATURE OF THE CERTIFIED TRADE MISSION: NATIONAL CO-CHAIRMEN WITH KNOWLEDGE AND RELATIONSHIPS WITH INVESTORS LEADS TO PRE-QUALIFIED LP MEETINGS

Doron Cohen, Founder and Executive Chair,

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, Doron serves as CEO and/or Chairman in 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.

Doron 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 Doron 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, prior to his exit in 2000. In 2002 he launched the Focus Group, a consortium of high net worth individuals seeking opportune investments; 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.

Doron 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. Doron 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 Doron 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.

Doron 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, to operating a highly successful real estate focused FF&E business, to 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 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

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 these days in various business areas including: agriculture, global industries and real estate via his family owned holding company.

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 Softawre, MIS Dental implants and Gaon Holdings.

For more than a decade, he has been a teaching professor on crisis management in one of the Executive Management graduate programs at the Tel-Aviv University. 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.

Erez is a veteran of the Israeli Defense Forces- Armored Corps (Colonel – res.). In addition to his duties, Erez 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. Erez 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). Erez is married to Dorit and a proud father of 4 children and 3 grandchildren.

Israeli Investors

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

List of Israeli Institutions to attend:

  • 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
  • FIBI Holding Corporation — Three Billion Dollars
  • IDB 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

Agenda

Wednesday May 30, 2018

Arrival in Tel Aviv, Israel

Check in to the five star beach-front Carlton Hotel.
Afternoon at leisure to enjoy the beaches and neighborhoods of Tel Aviv
8:00 PM: Informal meeting to review the Trade Mission schedule

Thursday May 31, 2018
Certified Trade Mission
All Trade Mission events will be held at the Carlton Hotel

7:00 – 9:00 AM Breakfast in the hotel dining room overlooking the Tel Aviv Marina.

9:00 – 9:30 Registration for US Attendees and Israeli Delegates and light breakfast

9:30 – 1:00 One-on-one meetings: Members of the US delegation will meet one-on-one with Investment Professionals from the leading Israeli Institutions, Insurance companies, pension funds and family offices.

1:00 – 2:00 Lunch with the US Ambassador(pending) and the Israeli and US delegates to continue informal networking.

2:00 Trade Mission ends

Friday Jun 31, 2018

Departure
Optional extensions can be arranged for tours of Tel Aviv, Jerusalem, or Petra, Jordan

NOTE: The government of the United States, particularly the US Department of Commerce and the US Embassy, is not involved in selecting or recruiting 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.