2019 Certified Trade Mission to Israel — February 12-14, 2019

2019 Certified Trade Mission to Israel For Private Equity, Venture Capital, Real Estate and Hedge Fund Managers

February 12-14, 2019
Herzliya, Israel

Summary

The Certified Trade Mission will introduce a small, select group of U.S. private equity, venture capital, real estate and hedge fund managers to prescreened high net worth individuals, family offices and institutional investors from Israel’s largest insurance companies and pension funds.

US Department of Commerce Trade Mission Leader

Peter Sexton
Senior International Trade Specialist, US Department of Commerce

Peter Sexton is a Senior International Trade Specialist for the US Department of Commerce in New York City. He served as the Global Finance Team Lead for Venture Capital, Real Estate Investments, and Mobile Payment Sectors and a Deputy Team Leader for Publishing on the Global Media & Entertainment Team. Before joining the US Department of Commerce, he was Regional Manager for the Americas & Middle East at the Office of International Investment and Trade for the State of Maryland. Peter advised the State on international economic strategy and managed Maryland’s trade offices in Brazil, Mexico, and UAE to support Maryland exporters and attract companies and investment from these regions.

Before that, Peter worked for OCO Global, a specialist advisory firm providing consultancy to Governments and Economic Development Organizations worldwide. Peter began his career as an International Trade Development Executive for Enterprise Ireland in New York City consulting with companies exporting across the software, services, and emerging technology sectors. Peter graduated with an MSc in Marketing Practice from the Michael Smurfit Graduate School of Business in Dublin, Ireland and a joint honors BA in Business Studies and Political Science from the University of Dublin, Trinity College.

Israeli Co-Chairmen, LP Recruitment Chairmen

Doron Cohen, Chairman of the Board, Israel

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,

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.

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, real estate and hedge fund managers. Only twelve US Funds will be accepted.

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 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

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 December 15, 2018.

Mission Objectives

Introducing the leading Israeli investors to U.S. funds: Provide Israeli investors with introductions to leading U.S. based private equity, venture capital, real estate and hedge 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, venture capital, real estate and hedge funds to foreign institutional investors
  • Showcase your firm’s investment expertise directly to interested investors

Israeli Investors

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


Partial list of Israeli Institutions that are expected to attend:

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
  • Ekvitel
  • 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
  • Financim
  • Goldrock Capital
  • Himalaya Family Office
  • IWM
  • 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
  • STONEHAGE FLEMING (ISRAEL)
  • 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

Agenda

Tuesday, February 12, 2019 – Arrival in Israel

Check in at the Ritz Carlton Hotel in Herzliya
No activities scheduled
Check in at 3 PM

Wednesday, February 13, 2019

Certified Trade Mission
  • 8:30-9:00 AM Registration
  • 9:00-12:30 PM 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 each Israeli institution. Meetings will be approximately twenty minutes long.
  • 12:30-1:30 PM: Networking lunch between US General Partners and Israeli investors
  • 1:30-4:30 PM: 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 each Israeli institution. Meetings will be approximately twenty minutes long.
  • 4:30 PM: One-on-one meetings end
  • 5:00 PM: Transfer to the residence of the U.S. Ambassador
  • 5:30-7:30 PM: Networking Dinner between U.S. General Partners and Israeli Investors at the residence of the U.S. Ambassador. 
  • Thursday, 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 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.