Omar Bassal, Cfa personal email
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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."
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Chief Investment OfficerShukr Investments Sep 2013 - PresentScottsdale, Arizona, UsDisrupt 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. -
Investment Committee MemberWahed Inc. Jan 2019 - PresentLondon, England, GbAssist Wahed in formulating the optimal asset allocation strategies across client risk profiles. -
Independent Member Of Board Of Directors Of Blom Msci Saudi Arabia Min Vol FundBlominvest Saudi Arabia Mar 2017 - PresentRiyadh, Sa -
Director On Board Of Albilad Capital FundsAlbilad Capital البلاد المالية Jan 2017 - PresentRiyadh, SaEnsure investment manager is in compliance with Funds' terms and conditionsEvaluate and approve or reject changes proposed by investment manager -
Head Of Asset ManagementMasic Mar 2011 - Sep 2020Riyadh, 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 -
AuthorJohn Wiley And Sons 2007 - Feb 2020Hoboken, Nj, UsAuthor of Swing Trading for Dummies -
Head Of Mena Asset ManagementNbk Capital Jun 2008 - Aug 2010Kuwait City, Kuwait, KwOversaw MENA public equity investments for HNWIs and institutions in Kuwait. -
Portfolio ManagerAzzad Asset Management Oct 2006 - May 2008Falls Church, Virginia, UsManaged two public equity mutual funds, SMAs investing in international markets and an investment WRAP program with external managers based on Shariah principles. -
Research AnalystProfit Investment Management Nov 2004 - Dec 2006UsIdentify, analyze, value and recommend public equities in the durables, energy and industrial sectors. -
Senior Communications SpecialistNreca Dec 2003 - Aug 2004Arlington, Va, Us
Omar Bassal, Cfa Skills
Omar Bassal, Cfa Education Details
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The Wharton SchoolManagement And Statistics -
Cfa InstituteCfa -
The Wharton SchoolOperations And Information Management -
The University Of Chicago Booth School Of BusinessOxford Chicago Valuation Programme For Strategic Corporate And Investment Decisions -
Harvard Business School Executive EducationReal Estate Management -
West Side Elementary -
West Side Elementary -
West Side Elementary -
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?
Omar Bassal, Cfa's email address is no****@****ail.com
What schools did Omar Bassal, Cfa attend?
Omar Bassal, Cfa attended The Wharton School, Cfa Institute, The Wharton School, The University Of Chicago Booth School Of Business, Harvard Business School Executive Education, West Side Elementary, West Side Elementary, West Side Elementary, University Of California, Berkeley, University Of California, Berkeley, University Of California, Berkeley.
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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