Omar Bassal, Cfa

Omar Bassal, Cfa Email and Phone Number

Asset Management Executive @ Shukr Investments
Omar Bassal, Cfa's Location
Phoenix, Arizona, United States, United States
Omar Bassal, Cfa's Contact Details

Omar Bassal, Cfa personal email

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."

Omar Bassal, Cfa's Current Company Details
Shukr Investments

Shukr Investments

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Asset Management Executive
Omar Bassal, Cfa Work Experience Details
  • Shukr Investments
    Chief Investment Officer
    Shukr Investments Sep 2013 - Present
    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.
  • Wahed Inc.
    Investment Committee Member
    Wahed Inc. Jan 2019 - Present
    London, England, Gb
    Assist Wahed in formulating the optimal asset allocation strategies across client risk profiles.
  • Blominvest Saudi Arabia
    Independent Member Of Board Of Directors Of Blom Msci Saudi Arabia Min Vol Fund
    Blominvest Saudi Arabia Mar 2017 - Present
    Riyadh, Sa
  • Albilad Capital البلاد المالية
    Director On Board Of Albilad Capital Funds
    Albilad Capital البلاد المالية Jan 2017 - Present
    Riyadh, Sa
    Ensure investment manager is in compliance with Funds' terms and conditionsEvaluate and approve or reject changes proposed by investment manager
  • Masic
    Head Of Asset Management
    Masic Mar 2011 - Sep 2020
    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
  • John Wiley And Sons
    Author
    John Wiley And Sons 2007 - Feb 2020
    Hoboken, Nj, Us
    Author of Swing Trading for Dummies
  • Nbk Capital
    Head Of Mena Asset Management
    Nbk Capital Jun 2008 - Aug 2010
    Kuwait City, Kuwait, Kw
    Oversaw MENA public equity investments for HNWIs and institutions in Kuwait.
  • Azzad Asset Management
    Portfolio Manager
    Azzad Asset Management Oct 2006 - May 2008
    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.
  • Profit Investment Management
    Research Analyst
    Profit Investment Management Nov 2004 - Dec 2006
    Us
    Identify, analyze, value and recommend public equities in the durables, energy and industrial sectors.
  • Nreca
    Senior Communications Specialist
    Nreca Dec 2003 - Aug 2004
    Arlington, Va, Us

Omar Bassal, Cfa Skills

Investments Asset Management Private Equity Portfolio Management Equities Valuation Financial Modeling Financial Analysis Capital Markets Corporate Finance Mutual Funds Risk Management Analysis Economics Financial Markets Asset Managment Emerging Markets Equity Research Alternative Investments Trading Managerial Finance Investment Management

Omar Bassal, Cfa Education Details

  • The Wharton School
    The Wharton School
    Management And Statistics
  • Cfa Institute
    Cfa Institute
    Cfa
  • The Wharton School
    The Wharton School
    Operations And Information Management
  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Oxford Chicago Valuation Programme For Strategic Corporate And Investment Decisions
  • Harvard Business School Executive Education
    Harvard Business School Executive Education
    Real Estate Management
  • West Side Elementary
    West Side Elementary
  • West Side Elementary
    West Side Elementary
  • West Side Elementary
    West Side Elementary
  • University Of California, Berkeley
    University Of California, Berkeley
  • University Of California, Berkeley
    University Of California, Berkeley
  • University Of California, Berkeley
    University Of California, Berkeley

Frequently Asked Questions about Omar Bassal, Cfa

What company does Omar Bassal, Cfa work for?

Omar Bassal, Cfa works for Shukr Investments

What is Omar Bassal, Cfa's role at the current company?

Omar Bassal, Cfa's current role is Asset Management Executive.

What is Omar Bassal, Cfa's email address?

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What schools did Omar Bassal, Cfa attend?

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What skills is Omar Bassal, Cfa known for?

Omar Bassal, Cfa has skills like Investments, Asset Management, Private Equity, Portfolio Management, Equities, Valuation, Financial Modeling, Financial Analysis, Capital Markets, Corporate Finance, Mutual Funds, Risk Management.

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