Israel Financial Institute

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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.

IFI at a glance

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Our Unique Offering

IFI is the first company in Israel dedicated to financial education, offering courses in high-level 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…

• 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.

• 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

• 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

• 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

Dorit Ben-SimonChair, Co-founder & Partner

Amit LowensteinCo-founder & Partner

Yaron RokmanDirector & Partner

Maya PosnersonVP Business Development

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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…

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

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

Client Segmentation

BanksInvestment FirmsInsurance and Pensions

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Representative Clients

BANKING INSURANCE & PENSION

INVESTMENT ADVISORY

GOVERNMENT SECTOR BROKERAGE HOUSESOTHER FINANCIAL SERVICES

Legal, Security and Government services.

And other international banks.

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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…

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

Financial Sector Specialization

• Specific focus on the financial sector• Specialization in complex industry sectors• Specialization in importing internationally accepted best practices, experience and expertise

• 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

Practical Application Training Methods

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

• 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

…The local market is experiencing a dramatic increase in assets under management, and seeing increasing complexity of those investments and the inherent underlying risks…

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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

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

• 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

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

Contact Us:

IFI – Israel Financial InstituteTel: +972-3-5353541email: maya@ifi-il.comWebsite: www.ifi-il.com