Israel Financial Institute
IFI at a glance
Israel Financial Institute provides
FINANCIAL EDUCATION to banking and
investments professionals in Israel.
IFI is setting a STANDARD OF
EXCELLENCE, filling a void in a
currently underserved market.
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Our Unique Offering
IFI is the first company in Israel dedicated to
financial education, offering courses in highlevel banking, risk and portfolio management.
We train and work with the professional
work force including the C-Suite, Board
Directors, Investment Committees and Staff
Our instruction is delivered in both English
as well as Hebrew, the language of
domestic financial practice.
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Our Vision
IFI is establishing itself as the leading Israeli
Institution delivering international standards
of “best practice” instruction, with a focus on
practical application in the real world.
Currently targeting industry professionals, our
curriculum can be adapted to a broader audience
and the general public..
IFI aims to elevate the overall level of financial
education in Israel, and expand its offering to the
general retail public.
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IFI’s Executive Team
…Senior banking and investment executives seasoned in the Israeli markets…
Dorit Ben-Simon
Chair, Co-founder & Partner
• 22 years of experience in the
Israeli Banking Sector. A senior
banking and capital markets
executive
• Ms. Ben-Simon served as Head
of the Finance Division and as
CRO at Israel Discount Bank.
She is the former CEO of
Gmulot, one of the largest
investment houses in Israel,
managing over USD 18 billion of
public funds.
• Currently, Ms. Ben-Simon serves
on 3 boards: Energix Group,
Knafaim and Peilim. She also
serves as Chairperson of
Hadassah endowment
investment commit.
Amit Lowenstein
Co-founder & Partner
• 14 years of experience in the
Israeli capital markets
• Mr. Lowenstein until recently
served as the Treasurer of
Israel Discount Bank. He also
served and as the IDB
representative to ACI
• Mr. Lowenstein is a Member of
the Governing Committee of
ACI Israel.
• Currently, Mr. Lowenstein
serves as Founder and CEO of
eloan.co.il, first peer to peer
platform in Israel
Yaron Rokman
Director & Partner
• 25 years of experience in capital
markets and commercial real
estate
• CEO and founder of RKA,
(Entrepreneurial Real Estate
Group). Mr. Rokman was a
founding member of Sphere
Capital, an asset management
company
Maya Posnerson
VP Business Development
• 8 years of experience in the
Israeli capital markets
• Ms. Posnerson has served as
CEO at Rothschild Caesarea
Center for Capital Markets and
Risk Management
(Interdisciplinary Center Herzlia).
Prior to that, she served as the
Center’s Marketing and
Customer Relation Manager
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IFI Clients Represent the Leading
Institutions & Global Banks in Israel
…Focused on practical learning, IFI’s courses are taught by senior level industry professionals,
and is rapidly becoming the industry standard…
Client Segmentation
IFI’s forty-five clients represent the breadth of the
Israeli investment, insurance and finance market
Works with the top five asset management
companies in Israel for in-house professional
training
Banks
Investment Firms
Insurance and Pensions
Regulatory and Others
Students represent participation from each of the
top 10 banks and asset management companies
in Israel
Developing tailored instruction in coordination
with the Israel Central Bank
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Representative Clients
BANKING
INSURANCE & PENSION
INVESTMENT ADVISORY
BROKERAGE HOUSES
OTHER FINANCIAL
SERVICES
And other international banks.
GOVERNMENT SECTOR
Legal, Security and Government services.
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What IFI Does
…IFI partners with the leading finance institutions and investment houses in Israel to bring a
new standard of excellence to build in-house talent and manage institutional risk…
Financial Sector
Specialization
• Specific focus on the financial sector
• Specialization in complex industry sectors
• Specialization in importing internationally accepted best practices, experience and expertise
Peer-to-Peer Training
• Extensive experience in the financial markets - Banking, Investment Firms and Insurance
• Deep understanding of the financial markets in Israel and abroad
• 20 courses and seminars
Practical Application
Training Methods
• Professional training – Teaching and mentoring lead by seasoned professionals with
relevant practical industry experience
• Real world training – Training modules tailored for the real world work place and its
challenges
Continuous Feedback &
Program Enhancement
• Measurement and control of training effectiveness
• Applying that learning to continuous curriculum improvement
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Israel Market Snapshot:
Assets Under Management
…The local market is experiencing a dramatic increase in assets under management, and
seeing increasing complexity of those investments and the inherent underlying risks…
• Investment assets managed institutionally approximate USD 400Bn
• Continued growth in the asset base is driven in part by mandatory contributions
• Private investors approximately equal the size of the institutional market
• Sheer scale of the number of employees involved in the sector is greater than 100,000
• The need for practical knowledge and its application is growing
• High public interest and enhanced scrutiny of the performance of financial institutions
• Risk levels and complexity of assets under management is growing
• Exposure to off-shore investments; in some cases approaching 50% of AUM
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Products and Services:
20 Courses and Seminars
…In-depth and targeted instruction provide practical application and address the real risks
facing global institutions and investors today…
Certificates of
Proficiency: Capital
Markets and Portfolio
Management
• Multi-disciplinary courses tailored to the needs of the Israeli market, including
investments and portfolio management, treasury functions, credit and investment
committee/board role and functions
• Also provides instruction in Hebrew, the native language for the domestic market
• Equivalency with international standards
International
Standards Exam Prep
• Affiliations with international certification bodies
Courses & Seminars
• Multi-week classes on specialized subjects
• One-day long seminars and other focused instruction
• Specialty topics based on market demand and upon request
Tailored In-house
Programming
• Partner with our institutional clients to develop curriculum tailored to their
unique requirements
• Deliver instruction on location, on-demand
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Someone's sitting in the shade
today, because someone planted
a tree a long time ago
- Warren Buffett
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Contact Us:
IFI – Israel Financial Institute
Tel: +972-3-5353541
email: maya@ifi-il.com
Website: www.ifi-il.com