Cover Image for Risk & Liquidity Management for SOMV portfolio

Risk & Liquidity Management for SOMV portfolio

Hosted by Omer Kalderon & Nir Adler
 
 
Zoom
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Past Event
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About Event

Looking forward to meeting State of Mind Ventures Founders, CEOs, CFOs & VP of Finance.

in our Zoom we will cover some of the following:

  • Global and Macro Risk Management- Dr. Adam Reuter, founder, owner and chairperson of Financial Immunities

  • Liquidity Management, FX exposures & hedging- Noa Manor, Deputy to the CEO and manager of the consulting department, Financial Immunities

  • Market insights and Liquidity operations for startups - Yaakov Ringler, Managing Director International Wealth Advisor, Raymond James 

    Followed by Q&A

Speakers:

Adam Reuter, Financial Immunities

Founder, owner and chairperson of Financial Immunities. Co-founder and chairperson of the fintech company Hedgewiz. Ex-chairperson of a broker firm. Ex-chief dealer of the Bank of Israel. Established the field of financial risk management in Israel. Wrote 3 professional books in the field. Served as an intelligence officer in the IDF. Writer of articles and economic commentator. Holds a bachelor's degree in economics and a second and third degree in Business Administration (Finance). Holds an investment portfolio manager certificate.

Noa Manor, Financial Immunities

Deputy to the CEO and manager of the consulting department at Financial Immunities for 15 years. As part of her role, she is responsible for teams of consultants who assist hundreds of international and Israeli companies in managing their financial risks. The department provides operative recommendations for hedging, analysis of various financial instruments, and formulation of cash and investment management policies. Holds a bachelor's and master's degree in economics.

Yaakov Ringler, Raymond James 

In his practice, Yaakov guides a distinguished clientele including entrepreneurs, executives, and ultra-high-net-worth families with strategic advice to manage their complex financial positions. Though he serves a variety of clients, he has a particular focus on assisting technology entrepreneurs with their financial goals.

He grew up in Israel and the U.S., has been an investment banker with Goldman Sachs and served in Unit 8200, an elite military intelligence unit within the Israel Defense Forces. Prior to joining Raymond James in 2021, Yaakov was with Citi PWM as a Senior Wealth Advisor as well as an executive director at Morgan Stanley Private Wealth Management. Before that, he had held a number of roles within Goldman Sachs, rising to a vice president position as the chief operating officer of the Israel group in the firm’s investment banking division.