Oren Shilony M.B.A

 

Oren holds an Advising License from the Israeli Securities Authority and has 21 years of experience managing investments around the globe. 

 

Professional Career:

 

Himalaya Family Office Advising LTD., Tel Aviv, Israel, April 2008 - Present

Founder, CEO

• Overseeing company's management of family assets- securities, real-estate, private equity
• Manages team of advisors and experts

Israel Discount Bank LTD., Tel Aviv, Israel, 1993 - 2008

Head of Foreign Securities Trading & Sales- Trading Room

• Directed team of traders working simultaneously with several markets in a highly charged environment
• Traded and sold equities, notes, derivatives, commodities and structured products in foreign markets
• Established marketing and sales strategies for the Department
• Customized structured and exotic products for high net-worth clients and institutions
• Worked closely with the bank's major clients such as insurance firms, pension funds and mutual funds
• Advised private and corporate clients on investing and hedging strategies
• Member of Bank Discount's Investment Committee and Structured Products Committee

Fidelity Investments, Boston, Massachusetts, USA, 1990 - 1993

Senior Corporate Action Analyst

• Responsible for research and implementation of all risk-related corporate actions in conjunction with portfolio managers and custodian banks
• Identified new security issues and offers in coordination with international pricing and trading
• Coordinated and controlled various domestic and foreign corporate action activities for mutual funds
• Analyzed and recommended accounting treatment (taxability) of actions
• Provided pricing and trading support to the portfolio management team
• Responsible for accurate calculation of net asset value for international funds

 

Education

 

Suffolk University, Boston, Massachusetts, USA

September 1991 - August 1993

Master of Business Administration (MBA)

Focus on Finance and Accounting

 

University of Massachusetts- Boston, USA

September 1985 - December 1989

Bachelor of Science (Bsc.) from the School of Management

Focus on Finance and Accounting

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