Omar is a strategic advisor and successful investor with over a decade 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 two tech startups raise $35 million in funding. A published author and London Business School MBA, he advises entrepreneurs, businesses, and family offices on complex commercial and investment challenges.
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 Research
Senior Investment Analyst
2012 - 2015
M1 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.
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.