Guy Passiar (Cpa Il) Email & Phone Number

Israel

Tel Aviv, IL

Invests in funds from a wide variety of sectors: Buyout, Secondaries (equity and debt), Infrastructure, Funds of Funds, Early Growth, Growth, Crossover and more.Tickets vary between $50M to $250M including co-investments.

Tel Aviv, IL

• Established the Alternative Asset Management department
• Managing over 420 of non-marketable assets worldwide: investment funds, infrastructure facilities, real estate and non-tradeable companies; total managed: $11B
• Monitoring assets’ results and managing their day-to-day operations
• Board observer on behalf of Clal in several boards of directors
• Participated in several Co-Investments deals, one of them (Apex Clean Energy) won Renewable Deal of the Year by Infrastructure Investor
• Providing accounting and tax insights in deals’ origination processes

Tel Aviv, IL

• Managing day-to-day operations of non-marketable assets
• Examining and registering capital calls, distributions and financial reports
• Inspecting monthly reports
• Managing bank accounts and making payments to suppliers

• Providing accounting services to Hedge funds in Israel and abroad
• Creating weekly, monthly and yearly capital statements
• Preparing tax statements while examining tax rulings of the Israeli Tax Authority
• Embedding a new software to automate bank transaction reporting for the organization

Tel-Aviv, IL

• Providing U.S. tax compliance services for clients in various industries including real estate, high tech, medicine and venture capital, assisting with due diligence
• Reviewing financial statements and supporting financial information from clients
• Creating Excel-based worksheets for tax return purposes
• Managing customer relations for the U.S. tax compliance team