Omar Itani
Finance Expert in Zürich, Switzerland
Member since February 13, 2019
Omar is a strategic advisor and successful investor with over thirteen years of experience. After starting his career at Morgan Stanley, Omar moved to principal investing at a top hedge fund and two $500+ million family offices. He's also helped multiple tech startups raise over $50 million in funding. A published author, London Business School MBA, a CFA, and a CAIA, Omar advises entrepreneurs, businesses, and family offices on complex commercial and investment challenges.
Omar is now available for hire
Career Highlights
- ICP Partners
- Balyasny Asset Management
- Morgan Stanley
Education
- London Business School
- American University of Beirut
Select Certifications
- CAIA Institute
- CFA Institute
Industry Expertise
- Investment Banking
- Venture Capital & Private Equity
- Financial Modeling
- Startups
- Trading
Other Expertise
- Derivatives
- Economics
- Family Office Management
- Hedge Funds
- Investment Manager
- Investment Research
- Valuation
Employment
Director | Portfolio Manager
2018 - PRESENTICP Partners- Served on a board of two $500+ family offices, assisted them in the implementation and execution of public and private investment strategies, and helped with overall investment strategies and portfolio management.
- Managed a discretionary equity portfolio using a bottom up investment process complimented by macroeconomic research which has delivered over 25% annualized return since 2018.
- Helped oversee multiple VC and private market equity investments, as well as the capital, raises for over ten companies with sectors from Saas, eCommerce, digital health, and education.
- Worked closely with C-level executives, young investors, and entrepreneurs on multidimensional coaching and counseling.
Focus areas: Venture Capital, Startup Funding, Startups, Family Office, Equity Financing, Derivatives, Equity, Value Investing, M&A (Buy-side), Investment Briefs, Investment Memoranda, Portfolio Analysis, Investment Portfolio Management, Deal Analysis, Valuation, Financial Planning & Analysis (FP&A), Equity Research, InvestmentsInvestment Analyst | Portfolio Manager
2015 - 2018Balyasny Asset Management- Provided portfolio managers with strategic investment recommendations that combined proprietary top-down macroeconomic forecasts with a bottoms-up fundamental investment process.
- Managed a $50 million discretionary macro-equity portfolio focused on thematic investments with an emphasis on the United States and Europe across stocks, baskets, and equity derivatives.
- Conducted detailed macro and thematic industry research focusing on disruptive industry trends including the internet of things (IoT), the impact of the aging population, eCommerce, digitization, and automation.
- Built detailed public company financial models that included return analysis, sensitivity analysis, risk assessment, and valuation.
- Generated multiple inflection point investment ideas that resulted in 15%+ returns, winning the BAM excellence award for idea generation in September 2016.
- Developed a unique "quantamental" approach to investment idea generation by building screening models that use both fundamental factors and quantitative screening tools.
Focus areas: Investments, Thematic Research, Value Investing, Equity ResearchSenior Investment Analyst
2012 - 2015M1 Group | Mikati Family Office- Worked closely with principals to establish the internal investment process and strategic asset allocation frameworks.
- Assisted in the execution, process management, valuation and due diligence of ten+ buy-side transactions covering consumer staples, financial services, and technology sectors.
- Co-managed a $100+ million discretionary long/short public equity portfolio focused on thematic investments covering consumer, financial services and technology with an emphasis on the United States and Europe generating 15%+ annual returns across stocks, baskets, and equity derivatives.
- Led the financial modeling, due diligence, and stock purchase agreement negotiations for the acquisition of a $100+ million European luxury fashion retailer.
- Sourced, performed due diligence, led the valuation assessment, and executed on a $150 million strategic acquisition of a payments services provider in EMEA.
Focus areas: Investment Monitoring, Investment Thesis, Investment Memoranda, Cross-border M&A, M&A (Buy-side), Portfolio Analysis, Investment Portfolio Management, Financial Modeling, Corporate Finance, Value Investing, Equity Research, Financial Planning & Analysis (FP&A), Valuation, Mergers & Acquisitions (M&A), InvestmentsInvestment Banking Analyst
2009 - 2012Morgan Stanley- Developed client solutions for equity financing, hedging and share repurchases including product pricing, deal origination, and overall process management.
- Served as the sole analyst on the $1.1 billion financial restructuring of The Investment Dar, a multi-sector conglomerate with investment interests in the consumer discretionary and real estate sectors.
- Assisted in the execution, process management, valuation and due diligence on twenty+ sell and buy-side transactions covering consumer staples, financial services, and technology sectors.
- Built discounted cash flow, leveraged buyout, M&A, and investment returns models for twenty+ sell and buy-side transactions covering consumer staples, financial services, and technology sectors.
- Ranked in the top tier of the Morgan Stanley’s analyst pool in 2010.
Focus areas: Debt Raises, Leveraged Buyout Modeling, Valuation Modeling, Valuation Analysis, Debt Restructuring, M&A (Buy-side), M&A (Sell-side), Financial Restructuring, Capital Raising, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A)
Education
- Master of Business Administration (MBA) Degree in Economics and Value Investing2014 - 2015London Business School - London, UK
- Bachelor's Degree in Economics2005 - 2008American University of Beirut - Beirut, Lebanon
Certifications
- SAQ Swiss Wealth Management CertificateJANUARY 2020 - PRESENTFitch Ratings
- Chartered Alternative Investment AnalystAPRIL 2019 - PRESENTCAIA Institute
- Chartered Financial Analyst (CFA)JUNE 2015 - PRESENTCFA Institute
