Experience

Aventicum Capital Management

• Switzerland
• Investment Management
• 1 - 100 Employee

• Director - Asset Management

  • Sep 2019 - Present



Amwal LLC

• Qatar
• Investment Management
• 1 - 100 Employee

• Head of Asset Management

  • Jun 2016 - Sep 2019



Dar Al Mal Ltd

• Investment Management
• 1 - 100 Employee

• Head of Private Equity and Corporate Finance

  • Jan 2016 - Jun 2016

  • An active member of the Business Management Committee (BMC), responsible for developing the operating strategy and implementing it.• Providing comprehensive recommendations to BMC on product development and investment opportunities to capitalize on. • Launching Alternative Asset Management platform for real estate investment mandates.• Assisting in structuring and launching a UK Real estate Investment Fund, geared towards acquiring UK real estate assets in a compelling sector, in association with a leading UK investment firm. • Initiating M&A advisory services, with a number of mandates secured from MENA clients.• Actively launching and leading the team in providing capital restructuring of several firms, including loan arrangement and restructuring. • Assisting in planning exit strategy for a number of clients’ investments in real estate and private equity area• Actively developing and implementing the marketing strategy for the firm

• Senior Business Development Manager

  • Feb 2014 - Dec 2015



Al Shair Group

• 1 - 100 Employee

• Head of Investment Division

  • Feb 2014 - Jan 2016

  • Establishing the Investment Division for a family group with international operations through 30+ different investments ranging from mining through manufacturing to trading activities.• Evaluating investments and providing senior management with appropriate recommendations to each investment.• Setting targets and budgets for each investment and monitoring KPI’s, including quarterly management meetings and reviews • Active role with turn-around teams for existing privately-held investments, which include managerial, financial, and capital restructuring actions.• Responsible, as part of a senior team, for securing debt financing for the holding company, including negotiation, structuring and follow up.• Providing comprehensive recommendations to investment proposals and opportunities to senior management and Investment Committee, including investment risk assessment and exit strategy. • Responsible for organizing and providing guidance to Group’s Investment Committee and assisting in formulating decisions by the Committee with regards to current or perspective investments. • Becoming part of the team responsible for managing and initiating a DIFC-registered, DFSA category 3 licensed investment firm.



Independent Corporate and Financial Advisor

• Independent Financial Advisor

  • Jan 2010 - Dec 2013

  • Sell-side and Buy-side advisor to several regional clients in the following industries: Real Estate, Logistics, Hospitality, Industrial, Utilities, Banking and Financial Services. • Providing financial and managerial advisory services to several companies in the fields of: Manufacturing, Trading, and Construction Services in Saudi Arabia, UAE, and Jordan.• Conducting risk management assessment services to a financial services firm in the asset management function.• Conducting financial due diligence and valuation services on behalf of a client for an investment in a consumer finance company in Jordan.• Providing Asset Management Advisory assignments to clients in the region, specifically from Saudi Arabia, Kuwait, and UAE.• Performing financial Advisory assignments to several companies in the Industrial, and Aviation sectors with regards to reorganizing their capital structure.



Ithraa Capital

• Director of Asset Management

  • Sep 2009 - Dec 2009

  • Responsible for establishment of the asset management department of the company, given that it’s a newly established financial service company in Saudi Arabia.• Developing the department’s strategy and business plan, including organizational structure, product strategy, staffing, and operational requirements.• Creating and submitting to the CMA the official documents of the first Islamic Real Estate Ijara Fund in Saudi Arabia, with a total targeted size of SAR 500 million ($134 million).• Assisted the management in creating and implementing its strategy and implementation plan.



Global Investment House

• Investment Management
• 500 - 600 Employee

• Head of MENA Asset Management

  • Jun 2006 - Sep 2009

  • Developing and implementing the MENA Asset Management Department's regional business and marketing strategy, with Assets Under Management (AUM) reaching USD3.50 billion divided over 12 mutual funds and 28 discretionary-managed accounts.• Establishing the regional asset management operations in Saudi Arabia, Egypt and Jordan, in addition to existing operations in Kuwait, and fully integrating them into one virtual department.• Building a regional team of 28 professionals, with concentration on buy-side analysis, and was responsible for developing securities screening and valuation models, and monitoring their progress and performance• Supervising the portfolio management team and assure compliance with investment guidelines and policies, in addition to monitoring their compliance with internal policies and procedures and external regulations.• Administering, managing and building the Investment Banking, Research and Brokerage activities of Global’s branch in Jordan, in addition to advising on establishing full investment banking operations in Saudi Arabia and Egypt.• Investment banking-Jordan reached the top ranking in Investment Banking firms in the country with total debt and equity raising of USD 450 million within three years, and became the go-to advisor in the Levant region.• Established and supervised a brokerage firm in Jordan which ranked 6th within one year of establishment.• In charge of establishing Global's presence in Syria and Palestine, through the establishment of an affiliate firm majority owned by Global and involved in the Investment Banking, Research and Brokerage activities in each country.• Developing investment products and cooperating and following up with regional client relationship teams on raising funds according to budget for the team’s mutual funds and portfolios under management.



Atlas Investment Group

• United States
• Financial Services
• 1 - 100 Employee

• Fund Manager-Acting Head of Asset Management

  • Jan 2000 - Jun 2006

  • Assisted in establishing and then developing the Asset Management Division’s operating and marketing strategy and investment methodology, to become one of the region’s largest asset management organizations with AUM of $400 million.• Successfully managing clients’ portfolios according to their return objectives, risk tolerance and investment constraints and preferences indicated in their investment policy guidelines. • Investment markets ranged from the US to Regional markets including Middle East and North Africa (MENA) and Gulf Cooperation Council (GCC) countries, across all asset classes. • Planning and implementing a restructuring plan for one of the largest endowment funds in Jordan, then became the investment manager of that fund.• Working as a member of a local advisory team for an international equity fund specialized in the MENA region. • Heading the trading desk of the division, responsible for placing and allocating trades among various portfolios through different markets.• Identifying appropriate investment styles that fit local, regional, and international capital markets based on empirical evidences and historical analysis, in addition to conducting valuation studies relating to IPO’s and underwriting activities in the regional markets.• Setting up and using different valuation and screening models to be used by the division’s research team.• Responsible for structuring and advising on a full range of international and regional structured products.• Member of the investment team forming and then managing the Arab Bank MENA Fund, IIAB Islamic MENA Fund and Saraya MENA Real Estate Fund.



American Express Financial Advisors

• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • 1996 - 1999

   conducted research and analysis of various financial products that fit clients’ objectives, risk tolerance and investment constraints and then managing the portfolios on a discretionary basis.  Participating in corporate finance duties like corporate structure analysis and capital funding options along with tax and estate planning for high net worth individuals.  conducted research and analysis of various financial products that fit clients’ objectives, risk tolerance and investment constraints and then managing the portfolios on a discretionary basis.  Participating in corporate finance duties like corporate structure analysis and capital funding options along with tax and estate planning for high net worth individuals.



Talal Abu-Ghazaleh & Co. International

• IT Services and IT Consulting
• 200 - 300 Employee

• Auditor

  • 1994 - 1994

   audited various types of companies ranging from financial institutions to manufacturing companies.  Analysis of financial statements, and worksheets  Participated in feasibility studies for investment and manufacturing corporations.  audited various types of companies ranging from financial institutions to manufacturing companies.  Analysis of financial statements, and worksheets  Participated in feasibility studies for investment and manufacturing corporations.