Omar Itani, Finance Expert in Zürich, Switzerland
Omar Itani

Finance Expert in Zürich, Switzerland

Member since January 9, 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

Education

Industry Expertise

  • Investment Banking
  • Venture Capital & Private Equity
  • Financial Modeling
  • Startups
  • Trading

Other Expertise

Employment

  • Director | Portfolio Manager

    2018 - PRESENT
    ICP 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, Investments
  • Investment Analyst | Portfolio Manager

    2015 - 2018
    Balyasny 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 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.
    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), Investments
  • Investment Banking Analyst

    2009 - 2012
    Morgan 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 Investing
    2014 - 2015
    London Business School - London, UK
  • Bachelor's degree in Economics
    2005 - 2008
    American University of Beirut - Beirut, Lebanon

Certifications

  • SAQ Swiss Wealth Management Certificate
    JANUARY 2020 - PRESENT
    Fitch Ratings
  • Chartered Alternative Investment Analyst
    APRIL 2019 - PRESENT
    CAIA Institute
  • Chartered Financial Analyst (CFA)
    JUNE 2015 - PRESENT
    CFA Institute

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