PROJECTS

PROJECT 2
lucid-investments-family-office-financia

INVESTMENT TEAM

Karen Schwok

Founder & CEO

Karen Schwok‘s Wealth Management expertise over the past 20 years, mainly in the years 2011-2017 when she served as the CEO of Pictet Wealth Management Israel (Banque Pictet & Cie SA being the third largest bank in Switzerland), enabled her to successively gain a reputation for reliability, efficiency and transparency.

Previously, Karen Schwok established and managed the Institutional desk at Bank Leumi, managing a portfolio of over USD 30 billion (2007-2010). From 2002 to 2006, she was a Portfolio Manager and a Member of the International Investment Committee at Psagot Ofek (Leumi’s wealth management and asset management subsidiary).

Karen holds an MBA from Tel-Aviv University – where she majored in Business Administration and Finance in 2004, and has been in professional practice for over 20 years. During this period, she advised and managed the assets of entrepreneurs and wealthy individuals, as well as non-profit organizations.

 

She’s been licensed as a Portfolio Manager by the Israeli Securities Authority (ISA) since 2004 (License no. 6337).

She was selected in 2016 by the leading financial journal in Israel “The Marker” as one of the 40 Promising Managers under 40.

That same year,  Tel-Aviv University selected her as one of the top ten Senior Executives Alumni in Israel (Banking & Finance).

Board member of various associations such as the Chamber of Commerce Israel-Switzerland & Liechtenstein and the Association of Foreign Banks in Israel as well as Member of the Board of Advisors of Tel Aviv University Alumni Association.

 

OUR

ADVISORY BOARD

The next decade will bring significant changes to the wealth management industry, and we look to our advisory board to guide us in successfully managing both challenges and opportunities.

 

Our advisory board members have significant track records in key areas including macroeconomics, credit and risk controlling, tax and wealth planning expertise. We look to them for advice and opinions in enhancing our management skills and advancing our investment strategies to help guard and grow our clients’ wealth.

Meetings are held throughout the year and involve strategic investments planning, economic analysis, tax, financial planning, business development, and best practice solutions.

 

Please note Advisory board members are not holding executive positions within the firm and do not bear legal fiduciary responsibilities on behalf of the company.

Miri Ben Yehoshua

Miri is an experienced Credit & Risk Management expert, serving as Member of Credit Committees and as Risk Manager at leading Institutional players in Israel - such as the Hebrew University Endowment fund and Atudot Pension fund.

Prior to that, Miri served as the Chairwoman of the Investment Committee at Clalit Healthcare Endowment fund. Miri is also serving as Director and member of the Audit Committee at Sunflower Sustainable Investments (TASE:SNFL).

Miri served as Deputy CEO at Union Bank (2000-2004).

prior to that, she served as Executive Vice President at Mercantile Discount Bank (1995-2000) and Senior Advisor to the Treasury Capital Markets Supervisor (1991-1993) and Senior Economist at the Bank of Israel (1980-1990).

Miri is also a Senior Lecturer at the Israeli Financial Institute (IFI)

Danny Fishman

Co Founder and CEO, Gaia Real Estate a U.S Investment & Asset Management Company and V.C based in NYC. Gaia has $3 Billion of assets under management with ~ 18,700 residential units and office buildings.

Gaia invest alongside leading global insurance companies, pension funds, private funds, foundations, and high net worth individuals, offering investors attractive risk-return adjusted opportunities.
Gaia is also actively investing and promoting proptech start ups aiming to disrupt the real estate industry.

Co-Founder of the Tamir Fishman Group since its foundation in 1996.

Full service investment bank with 180 employess and $6B under management and SOP operation with 60,000 clients. One of the founders of few Venture Capital funds.

In the past he served as Executive Vice President of Y.L.R. Capital Markets Group. In that position, he established and managed private equity funds ,also engaged in investment banking activities locally and internationally.

Previously, Danny was co-head of the privatization unit of the Israeli government, leading privatization processes of large government companies. In this capacity, he represented the government on boards and committees of many such companies.

Prior to this, Danny served as the Real Estate Representative of this same government unit, serving on boards of real estate, construction, infrastructure, rental and development companies, as well as investment and finance committees, evaluating projects and lands for sale.

Danny earned a B.Sc. in Economics & political Science and an M.B.A. in Finance and Accounting from the Hebrew University of Jerusalem. 

Gabriel is the Founder and Chief Investment Officer at Quintessential Capital Management.

Quintessential Capital is long/short global equity fund established in 2008 in New York and focused on value investing.

The fund strategy consists in building a concentrated portfolio of high-quality securities, acquired opportunistically when fear, uncertainty or complexity create a significant gap between price and intrinsic value.

Gabriel holds a B.A. from London School of Economics and an M.B.A. from SDA Bocconi, Milan. Gabriel also completed Executive Education Program (USA) in Value Investing at Columbia University.

Gabriel is a regular contributor to the leading financial media Financial Times, Bloomberg and Forbes. Gabriel is also a member of Forbes Finance Council.

Gabriel Grego