Sam Levy Email & Phone Number

United States

Marketing & Financial Advisory Services provided to HNWI, Investment Houses, Wealth Managers, and Corporations in distressed situation (turnaround strat.) or in growth stage Services provided:- sourcing & due diligence on investments and investors resulting in fundraising, capital introduction & clients acquisition- additional services: investment vehicle set-up; business plan & development + implementation to scale (from USA to 20+ countries deployment); company turnaround in distressed situation or growth stage [financial analysis, change management, designing and implementation of problem solving strategies: cash flow management, cost structure review, debts restructuring and financing, budget allocation, P&L forecast resulting in the company’s return to solvency, and/or increase in profitability and net income (gross Vs. net margin ratios optimization), etc

Geneva, Switzerland

Marketing & Financial Advisory Services provided to HNWI, Investment Houses, Wealth Managers, and Corporations in distressed situation (turnaround strat.) or in growth stage Services provided:- sourcing & due diligence on investments and investors resulting in fundraising, capital introduction & clients acquisition- additional services: investment vehicle set-up; business plan & development + implementation to scale (from USA to 20+ countries deployment); company turnaround in distressed situation or growth stage [financial analysis, change management, designing and implementation of problem solving strategies: cash flow management, cost structure review, debts restructuring and financing, budget allocation, P&L forecast resulting in the company’s return to solvency, and/or increase in profitability and net income (gross Vs. net margin ratios optimization), etc

Geneva Area, Switzerland

Active Portfolio Management Services (size: $50m up to $1.7bn)Investments, Hedge Funds, FoHF Management (DD, Analysis, Selection, Allocation & Operations: Buy/Sell Sides - FX Hedging on multi-currency classes funds (spot, forwards, swaps), Cash Management – large positions)FOHF & Managed Accounts - multi-strategy, low and medium volatility portfolios, both advisory and discretionary mandates (HNWI and Institutional Clients) as well as top-down and bottom-up analysis across the whole investments cycle (Look-through analysis to assessportfolio directionality (i.e. all strategy drilled down), Long/Short exposureanalysis conducted under Basel II constraints, Assessing leverage of the portfolio’s underlying assets to meet portfolio’s investments net risk exposure guidelines, Performances Analysis, Peer Group Analysis, Liquidity Schedule Plan, Contingency Plans in drastic environment etc.)

Geneva Area, Switzerland

Long/Short Equity Hedge Fund (Market βeta Neutral Strat.) - grew assets base through deal flow origination & capital introduction

Herzliya Area, Israel

As a technology company, PicScout showcases an industry leading image intelligence system.Leveraging the image recognition technology and deep learning capabilities, PicScout empowers by tracking online image usage, trend analysis, metadata enrichment, and opening up new business horizons.Acquired by GETTY IMAGES for $20m in April 2011

Tel Aviv, Israel

Former Israeli based start-up ART Advanced Recognition Technologies, Inc., is the acknowledged pioneer and market leader in Natural Human User Interface focused on natural voice and handwriting recognition for mobile devices. ART markets superior-technology innovations for cellular phones, mobile communicators, PDAs and automotive systems. The company was acquired by ScanSoft for $27.7m in Jan 2005 then by Nuance Communications (www.nuance.com).

Finance And Marketing

Foundation Year In Quantitative Subjects, Java Programming And Hebrew

Bachelor Of Science - Bs, Economics