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Omar Bassal, Cfa Email & Phone Number

Asset Management Executive at Shukr Investments
Location: Phoenix, Arizona, United States 10 work roles 11 schools
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Current company
Role
Asset Management Executive
Location
Phoenix, Arizona, United States

Who is Omar Bassal, Cfa? Overview

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Omar Bassal, Cfa is listed as Asset Management Executive at Shukr Investments, based in Phoenix, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Omar Bassal, Cfa.

Omar Bassal, Cfa previously worked as Chief Investment Officer at Shukr Investments and Investment Committee Member at Wahed Inc.. Omar Bassal, Cfa holds Mba, Finance, Management And Statistics from The Wharton School.

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Email format at Shukr Investments

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Shukr Investments

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Profile bio

About Omar Bassal, Cfa

Omar Bassal, CFA is the Chief Investment Officer of Shukr Investments, a global public equity manager differentiated in three key ways: (1) top tier performance over 1-year, 3-years and 5-years with (2) significant risk reduction compared to a standard benchmark and (3) dedicated to social impact by helping those in need, protecting the climate and improving access to education. Prior to founding Shukr Investments, Mr. Bassal served as head of asset management at MASIC, one of the largest family offices in the Middle East. There, he oversaw investments in public equities, private equity, real estate and income producing funds that are shariah compliant. He also held senior investment roles in the United States (at SEC-registered investment advisors) and at a number of Middle Eastern investment banks.Mr. Bassal purchased his first shares in a public company in 1994. Since that time, he has constantly sought to excel in the investment management industry by learning and then adopting the best techniques from various disciplines. Mr. Bassal holds an MBA with honors in finance, management, and statistics from the Wharton School of Business at the University of Pennsylvania. He graduated summa cum laude with a Bachelor’s of Science degree in Economics, also from the Wharton School. He has appeared on Real Vision television and contributed articles to Barron’s and other financial media. Mr. Bassal is the author of “Swing Trading for Dummies."

Listed skills include Investments, Asset Management, Private Equity, Portfolio Management, and 18 others.

Current workplace

Omar Bassal, Cfa's current company

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Shukr Investments
Shukr Investments
Asset Management Executive
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10 roles · 19 years

Omar Bassal, Cfa work experience

A career timeline built from the work history available for this profile.

Chief Investment Officer

Current

Scottsdale, Arizona, US

Disrupt the financial services industry by generating significant wealth for clients while making a positive social impact through charitable contributions (50% of our performance fees). Oversee management of the Shukr Global Equity Fund. Recruit highly talented individuals who share our values to drive success.

Sep 2013 - Present

Investment Committee Member

Current

London, England, GB

Assist Wahed in formulating the optimal asset allocation strategies across client risk profiles.

Jan 2019 - Present

Independent Member Of Board Of Directors Of Blom Msci Saudi Arabia Min Vol Fund

Current

Riyadh, SA

Mar 2017 - Present

Director On Board Of Albilad Capital Funds

Current

Riyadh, SA

Ensure investment manager is in compliance with Funds' terms and conditionsEvaluate and approve or reject changes proposed by investment manager

Jan 2017 - Present

Head Of Asset Management

Riyadh, Riyadh, SA

  • Oversee public equity, private equity, real estate fund investments
  • Identified secular trends affecting financial markets (e.g., debt buildup, demographic changes, etc.) and what opportunities arise from those trends
  • Evaluated managers across asset classes for investment in select markets exhibiting attractive valuations or growth prospects
  • Achieved alpha for four consecutive years from 2012 - 2015
Mar 2011 - Sep 2020

Author

Hoboken, NJ, US

Author of Swing Trading for Dummies

2007 - Feb 2020

Head Of Mena Asset Management

Kuwait City, Kuwait, KW

Oversaw MENA public equity investments for HNWIs and institutions in Kuwait.

Jun 2008 - Aug 2010

Portfolio Manager

Falls Church, Virginia, US

Managed two public equity mutual funds, SMAs investing in international markets and an investment WRAP program with external managers based on Shariah principles.

Oct 2006 - May 2008

Research Analyst

US

Identify, analyze, value and recommend public equities in the durables, energy and industrial sectors.

Nov 2004 - Dec 2006

Senior Communications Specialist

Arlington, VA, US

Dec 2003 - Aug 2004
11 education records

Omar Bassal, Cfa education

Mba, Finance, Management And Statistics

The Wharton School

Cfa, Cfa

Cfa Institute

B.S. Economics, Operations And Information Management

The Wharton School

Oxford Chicago Valuation Programme For Strategic Corporate And Investment Decisions

The University Of Chicago Booth School Of Business

Real Estate Management

Harvard Business School Executive Education

Education record

West Side Elementary

Education record

West Side Elementary

Education record

West Side Elementary

Education record

University Of California, Berkeley

Education record

University Of California, Berkeley

Education record

University Of California, Berkeley
FAQ

Frequently asked questions about Omar Bassal, Cfa

Quick answers generated from the profile data available on this page.

What company does Omar Bassal, Cfa work for?

Omar Bassal, Cfa works for Shukr Investments.

What is Omar Bassal, Cfa's role at Shukr Investments?

Omar Bassal, Cfa is listed as Asset Management Executive at Shukr Investments.

Where is Omar Bassal, Cfa based?

Omar Bassal, Cfa is based in Phoenix, Arizona, United States while working with Shukr Investments.

What companies has Omar Bassal, Cfa worked for?

Omar Bassal, Cfa has worked for Shukr Investments, Wahed Inc., Blominvest Saudi Arabia, Albilad Capital البلاد المالية, and Masic.

How can I contact Omar Bassal, Cfa?

You can use AeroLeads to view verified contact signals for Omar Bassal, Cfa at Shukr Investments, including work email, phone, and LinkedIn data when available.

What schools did Omar Bassal, Cfa attend?

Omar Bassal, Cfa holds Mba, Finance, Management And Statistics from The Wharton School.

What skills is Omar Bassal, Cfa known for?

Omar Bassal, Cfa is listed with skills including Investments, Asset Management, Private Equity, Portfolio Management, Equities, Valuation, Financial Modeling, and Financial Analysis.

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