Of money
All articles
Gat Megiddo and Ren Atias are setting up a new investment house
Gat Megiddo, VP and outgoing chief investment officer of Psagot Provident and Pension, is establishing a boutique investment house - Finessa Capital, in partnership with Ran Atias, the outgoing VP of investments at Forte.
Behind them are Jonathan Half and Stephen Levy, founders of an investment company that manages $ 2 billion in assets.
Tags
Investment house
The Megiddo Winepress
Peaks
forte
finance
Walla!
Of money
Wednesday, 01 September 2021, 10:34 Updated: 10:53
Share on Facebook
Share on WhatsApp
Share on general
Share on general
Share on Twitter
Share on Email
0 comments
Gat Megiddo, who until recently served as VP and Chief Investment Officer of Psagot Provident and Pension, is establishing a new boutique investment house - Finessa Capital, in partnership with Ran Atias, the outgoing VP of investments at Forte Investment House.
The two teamed up for the establishment of the investment house, with Megiddo pictured as CEO while Atias will serve as VP of investments.
Behind Megiddo and Atias are a number of private financial investors, including Jonathan Halff and Stephen Levy, founders of ION Investment Company, which manages $ 2 billion in assets.
The latter has made headlines in recent months when it merged one of its spock companies with Tabula.
More on Walla!
NEWS
Tiltil came to the funniest family in the country to check: Are they suckers?
To the full article
Gat Megiddo: "The organizational changes that took place in Psagot came at a great time for me" (Photo: Rami Zranger)
Megiddo has 16 years of experience in the capital market, in her most recent position as VP and Chief Investment Officer of Psagot Provident and Pension, managed the investment portfolio that managed assets to the tune of NIS 75 billion, and initiated a change in perception in investment management. .
Megiddo has grown in the field of portfolio management and provident fund management and advanced training. She previously also served as chief investment officer at Psagot Securities portfolio management company and managed the portfolio management activities of private corporations, branch provident funds and hedge fund activity in the house with total assets of $ 65 billion.
In 2021 led to a change in policy Megiddo Psagot The general meetings in favor of increasing female representation on the boards of public companies, a policy that has driven a significant move among public companies.After completing the Altshuler acquisition deal, the Megiddo investment house pledged to retire with a desire to embark on a new independent path.
Gat Megiddo: "The organizational changes that took place in Psagot came at a great time for me, in which I felt I had achieved great and significant achievements for Psagot and it was time to bring my experience and knowledge in the investment world to establish a boutique investment house."
Ran Atias will serve as VP of the new investment house (Photo: Maya Carmi-Dror)
Ran Atias, the outgoing VP of Investments at Forte Investment House, which has been leading the investments for the past year, with outstanding results and a record fundraising and a total of NIS 3.5 billion
in assets under management. In his previous positions, he was the investment manager of the bond division in Clal Insurance's investment arm, and the manager of mutual funds at Harel Finance.
The investment house is currently laying the groundwork and is expected to be launched during the fourth quarter of the year, with the first phase offering portfolio management and mutual fund services, and later expanding to additional and diverse financial products.
Share on Facebook
Share on WhatsApp
Share on general
Share on general
Share on Twitter
Share on Email
0 comments