OUR STRATEGIC PARTNER
Newvest is an institutional fintech platform of index funds that provides passive exposure to private markets in the same manner that ETFs and Index Funds provide passive exposure to public markets. The low-fee funds seek to generate returns that emulate the historically attractive pooled returns of an asset or sub-asset class with significantly lower risk than investing in a single private fund.
Our Mission
Alt Group's key objective is to provide investors with access to high-quality alternative investments, usually granted only to large institutional investors. Our services include sourcing, analysis, screening and optimal exposure to global investment funds and illiquid assets. Through extensive expertise and a rich network developed over years of institutional experience, we help our clients develop long-term strategies which result in high-quality alternative portfolios custom built to suit their needs. Our clients include insurance companies, provident funds, business conglomerates, endowments, and family offices.
Our Services
Research
Our team of experienced analysts are constantly engaged in both quantitative and qualitative sourcing and analysis of the world’s leading investment funds and illiquid investments.
Asset Classes
Our portfolios include high-quality investment funds and elusive illiquid assets, focusing on private equity, private debt, infrastructure, real estate, and unique direct investment opportunities.
Access
Our expansive network enables direct access to many of the best and most desired private investment funds in the world, providing an alternative investment portfolio with the highest institutional quality.
Portfolio Maintenance
As part of our post-capital commitment, we provide support throughout the holding period including capital calls, regular updates to investment committees & managers, and in the case of a direct investment, throughout the realization process.
Portfolio Creation
We develop investment strategies suitable to various macro-economic environments in order to build a portfolio that matches the client's risk profile, including modeling of expected cash flows, exposures and liquidity needs.
Results
Our clients receive diversified portfolios of alternative assets, custom tailored to suit client's risk-return profile, compatible with various macro-economic environments and managed with optimal efficiency. Client goals are frequently evaluated and implemented throughout the life of the portfolio.
Our Team
Aharon Fogel
Co-Founder
Aharon Fogel | Co-Founder
Aharon brings rich and varied experience, having held key positions in many leading Israeli organizations both in the public and private sectors, including serving as the Director General for Israel's Ministry of Finance. Additionally, he has been Chairman for Migdal Insurance & Financial Holdings Ltd., Chairman at ZIM Integrated Shipping Services Ltd., and Chairman at Ness Technologies, Inc.
He is currently on the board of Clal Insurance and Tel-Aviv University.
Aharon Fogel received his undergraduate degree in Economics and Statistics along with a postgraduate degree in Economics from The Hebrew University of Jerusalem.
Alex Ziser
Co-Founder & CEO
Alex Ziser | Co-Founder & CEO
Alex has a wealth of experience in the analysis & management of both alternative and public investments in various institutional capital organizations, mutual funds, and hedge funds. He headed the global and alternative investments departments at a leading insurance company in Israel, and was responsible for developing and constructing the alternative portfolio and managing a multi-year investment strategy.
Alex has a B.A. in Business Management and Economics and holds an ISA management license.
Ido Edmond Cohen
Ido Edmond Cohen | VP of Business Development
Ido is a seasoned professional with 7 years of experience in business development, capital raising with institutional and qualified investors, and investor relations in the Israeli capital market.
Ido holds a B.A. in Economics and Business Administration with a specialization in capital markets.
VP of Business Development
Tess Rafael
Tess Rafael | VP of Operations
Tess has experience in complex operations management at both financial firms and private equity funds. Similarly, she is experienced in relationship management with strategic partners and investors, from Israel and overseas.
Tess holds an L.B.B. degree in Law, as well as a B.A. in Business Administration from Reichman University, and interned at Bram, Sluki & Co. Advocates, specialising in litigation.
VP of Operations
Shaun Landa, CFA
Shaun Landa, CFA | Senior Analyst
Shaun has extensive and varied experience in private equity and hedge fund investing, buy-side, and ibanking, with leading financial institutions.
He is a CFA Charter holder, with a B.A. from Northwestern University, Honors Program, with a double major in applied mathematics and economics.
Senior Analyst
Eliat Weizman
Head of Investor Relations
Eliat Weizman | Head of Investor Relations
Eliat has years of experience as an administration and client services manager in various fields in Australia and in Israel. Additionally she is a skilled graphic designer and has worked with closely with marketing and communications teams.
Eliat has a B.F.A in fine arts from Shenkar College
Yarin Mani, CPA
Analyst
Yarin Mani, CPA | Analyst
Yarin is a business analyst, economist, and researcher with consulting experience in the corporate finance department of one of Israel's top accounting firms.
Yarin is a Certified Public Accountant with a B.A. in Accounting and Economics and an M.B.A. (Honors), specializing Finance and Data Analytics from Tel Aviv University.
Laure Salama
Analyst
Laure Salama | Analyst
Laure is an experienced impact investment and business analyst in corporate finance.
Laure holds an M.A. in Corporate Finance (Neoma Business School) and Business Strategy (NUCB).
Eyal Haviv
Analyst
Eyal Haviv | Analyst
Eyal is an experienced financial analyst and economist. He was a fighter pilot and flight instructor in the Israeli Air Force.
Eyal earned a B.A. in Management of IT and Economics and an M.B.A with distinction at Tel Aviv University.
In the Press
FUNDER: NewVest launches its private debt Index 50 (PD50) and reveals some of it leading investors.
NewVest launches its private debt Index 50 (PD50) and reveals some of it leading investors.
Published By: Funder
Written By: Adam Cohen
Date: 9 May 2023
Language : Hebrew
NewVest has raised $220 Million for its index funds in 2023
THE MARKER: NewVest has raised $220 Million for its index funds in 2023
Published By: The Marker
Written By: Assa Sasson
Date: 9 May 2023
Language : Hebrew