Talal Touqan, Cfa

Talal Touqan, Cfa Email and Phone Number

Chief Investment Officer at BH Mubasher بي إتش مباشر @ BH Mubasher بي إتش مباشر
Dubai, AE
Talal Touqan, Cfa's Location
Dubai, United Arab Emirates, United Arab Emirates
Talal Touqan, Cfa's Contact Details

Talal Touqan, Cfa personal email

About Talal Touqan, Cfa

I believe that my financial analysis skills, investment management expertise (strategic and tactical asset allocation), regional exposure, research capabilities, and public appearance may give me an edge to positively chip into the progress of financial institutions and capital markets within the MENA region. Besides my focus on equities within the MENA region, I have been all the way involved, through designated investment committees, in mapping out, monitoring, as well as assessing the potential impact of recent geopolitical risks and global financial dynamics. Identifying fallen angels and distressed securities were among my niches. I have a natural tendency to monitor global markets as a result of the correlation breakdown that has become a chronic state beginning with the sub-prime credit crunch up until the sequence of European Debt bottlenecks. My fortes are based on more than 15 years of experience in Equity Research (English & Arabic). I always had and still have my hands on Macroeconomic analysis narrowing down to sectoral studies, exerting financial due diligence, and asset valuation. I fortunately had a great chance to work the decision flow based on both top-down and bottom-up frameworks. Furthermore, my passion and innate ability to write and present investment ideas helped me widen my network and expand readership. I currently appear on six reputable TV channels on a periodic basis, including (Al Arabia, CNBC, Dubai One, Skynews Arabia, and Bloomberg) in addition to inputs in various newspapers and business magazines. The following link is an interview on Bloomberg:https://www.bloomberg.com/news/videos/2017-02-14/al-ramz-capital-s-touqan-says-trump-iran-worryingMy specialization in Equity Research revolves around Financial Institutions within the GCC. I also have had an extensive experience while initiating coverage on other sectors including contracting, pharmaceutical, and textile manufacturing companies.

Talal Touqan, Cfa's Current Company Details
BH Mubasher بي إتش مباشر

Bh Mubasher بي إتش مباشر

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Chief Investment Officer at BH Mubasher بي إتش مباشر
Dubai, AE
Talal Touqan, Cfa Work Experience Details
  • Bh Mubasher بي إتش مباشر
    Bh Mubasher بي إتش مباشر
    Dubai, Ae
  • Bh Mubasher بي إتش مباشر
    Chief Investment Officer
    Bh Mubasher بي إتش مباشر Sep 2019 - Present
    Dubai, Dubai, Ae
  • Brokerage House Securities
    Head Of Research And Advisory
    Brokerage House Securities Aug 2018 - Sep 2019
    Abu Dhabi, Abu Dhabi, Ae
  • Al Ramz Capital
    Head Of Equity Research & Advisory
    Al Ramz Capital Feb 2011 - Jul 2018
    Abu Dhabi, Abu Dhabi, Ae
    I am currently in charge of all sell-side research activities along with client and corporate advisory. Our competitive edge stems from our proactive approach when it comes to company valuations, advisory mandates, and tactical trading ideas. My workload expands to cover coaching, and mentoring new joiners as well as mid-and-senior analysts. The following points briefly describe my main duties: a. Founded a groundwork for financial modeling and company valuation b. Networking and interactions with public companies to fortify our insights and market integlligencec. Directing the team to prepare sector reportsd. Guiding the team in preparing full due diligence checklists and management meetingse. Guiding and mentoring the team on advanced equity research aspectsf. Leading the process of establishing local, GCC, and regional benchmarksg. Preparing ad hoc client portfolio analyses, and proposing tactical adjustmentsh. Participating in a daily morning meeting with senior brokers, discussing changes in fundamental drivers, trading sentiments, as well as technical analysis i. Delivering professional seminars on regional economics and capital marketsj. Representing the Company in delivering quotes to the financial media k. Writing articles, and attending interviews on TV channelsl. Modeling market monitors on "Bloomberg and Thomson Reuters's pertinent applications, using their specialized excel add-in functions
  • Thomson Reuters
    Senior Specialist, Investment & Advisory Mea
    Thomson Reuters May 2009 - Feb 2011
    Toronto, On, Ca
    My responsibility as a senior specialist “team leader” covered the following: - Setting up training plans and making sure they suit large clients whose business activities focus on financial markets, investments, and advisory- Co-managing the knowledge network MEA team in all asset classes- Handling advanced client training requests- Holding workshops, public appearances, and classes on financial & Investment topics including (corporate valuation “focus on relative valuation & market multiples”, technical analysis, behavioural finance, and credit evaluations”- Preparing brief financial analyses and research reports- Mentoring, coaching, and training the staff on topics pertinent to financial investments, with a prime emphasis on stock markets
  • Jordan Investment Trust
    Vp / Asset Management & Capital Markets
    Jordan Investment Trust Mar 2008 - Apr 2009
    I started with Jordinvest’s Asset Management Department by running the Asset Allocation part and Buy-Side Research. Where, my job generally included the following:- Building financial models “excel spreadsheets”, which are basically set to automate vital functions like stock screening, selection, and corporate valuation;- Periodic investment reports were being generated to cover both fundamental and technical aspects, and supported by continuous networking with prime brokers, company managements as an integral part of the market intelligence & due diligence* Beginning October – 2008, I was promoted to become the Acting Head of the Capital Markets & Asset Management Department, assuming the following responsibilities:- Actively managing full-discretionary Investment Portfolios and Mutual Funds- Instructing the analysts to prepare investment reports on eligible listed companies, covering Jordan, Egypt and selected GCC markets- Reviewing the Investment Policy Statements (IPSs)- Setting periodic meetings with existing clients to discuss performance and recent changes- Acting as a member of the designated Investment Committee - Presenting tactical asset allocation plans to the Investment committee
  • Jordan Ahli Bank
    Head Of Research & Financial Analysis
    Jordan Ahli Bank Jan 2003 - Feb 2008
    Amman, Jo
    - Managing and directing the equity research team of JAB's Investment Department- Preparing economic (banking-oriented) research reports and analysis- Conducting corporate absolute and relative valuations - Occasionally, preparing valuation reports on privately-held companies- Producing technical reports on listed companies within the GCC markets- Occasionally, and based on concrete departmental firewalls, I helped the corporate finance department prepare extensive due diligence checklists and reports- Weekly market performance reports – On the local stock market (ASE)- Composing a group of Market Cap weighted and un-weighted AhliBank35 indicesMy specialization in Equity Research falls mainly at Financial Institutions, including listed Banks, Brokerage houses, Investments, and listed real estate. I also have had a fair experience in valuing pharmaceutical and textile manufacturing companies.
  • Arab Financial Markets Network
    Financial Analyst
    Arab Financial Markets Network Oct 2001 - Jan 2003
    - Analyzing financial statements- Preparing a monthly trading activity report (MENA Stock Markets)- Handling the website’s content management- Contributing to feasibility studies related to venture capitals – Consultancy line- Testing in-house developed portfolio systems and software

Talal Touqan, Cfa Skills

Portfolio Management Equities Valuation Financial Analysis Financial Markets Financial Modeling Corporate Finance Investments Banking Trading Securities Asset Management Strategy Equity Research Finance Private Equity Analysis Due Diligence Mutual Funds Training Asset Managment Risk Management Bloomberg Economics Asset Allocation Technical Analysis Investment Management Behavioral Finance Articles Emerging Markets Restructuring Credit Credit Analysis Fixed Income Venture Capital

Talal Touqan, Cfa Education Details

  • Al-Ahliyya Amman University
    Al-Ahliyya Amman University
    Finance & Banking
  • 2003                              The Institute Of Banking Studies
    2003 The Institute Of Banking Studies
    Financial Analyst

Frequently Asked Questions about Talal Touqan, Cfa

What company does Talal Touqan, Cfa work for?

Talal Touqan, Cfa works for Bh Mubasher بي إتش مباشر

What is Talal Touqan, Cfa's role at the current company?

Talal Touqan, Cfa's current role is Chief Investment Officer at BH Mubasher بي إتش مباشر.

What is Talal Touqan, Cfa's email address?

Talal Touqan, Cfa's email address is ta****@****hoo.com

What schools did Talal Touqan, Cfa attend?

Talal Touqan, Cfa attended Al-Ahliyya Amman University, 2003 The Institute Of Banking Studies.

What skills is Talal Touqan, Cfa known for?

Talal Touqan, Cfa has skills like Portfolio Management, Equities, Valuation, Financial Analysis, Financial Markets, Financial Modeling, Corporate Finance, Investments, Banking, Trading, Securities, Asset Management.

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