Omar Itani
Verified Expert in Management Consulting
Management Consulting Expert
Zürich, Switzerland
Toptal member since February 13, 2019
Omar is a macro portfolio manager, hedge fund business builder, and investment adviser with 18 years of experience across global macro, family offices, and multi-strategy hedge funds. He has deep expertise in portfolio construction, manager selection, risk management, and platform growth. Omar is a CNBC contributor, published author, LBS MBA, CFA, and CAIA.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
Valuation Analysis
Industry Expertise
- Investment Banking
- Financial Modeling
- Trading
- Financial Markets
- Macroeconomics
- Equity Markets
- Financial Services
Other Expertise
- Derivatives
- Economics
- Family Office Management
- Hedge Funds
- Investment Manager
- Investment Research
- Valuation
Work Experience
Director | Portfolio Manager
ICP Partners
- Served on the board of two multi-billion-dollar family offices while managing a dedicated public markets mandate, running a discretionary macro-equity strategy across liquid markets, and advising principals on broader strategic investments.
- Managed a $100+ million discretionary macro-equity portfolio using a bottom-up and top-down investment process combining macroeconomic and security research, which has delivered over 15% annualized return since 2018.
- Advised multiple family offices and hedge funds on macro platform build-out, team construction, investment talent, hedge fund structure, operating model design, and broader strategic growth initiatives.
Investment Analyst | Portfolio Manager
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 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.
Senior Investment Analyst
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.
Investment Banking Analyst
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.
Education
Master of Business Administration (MBA) Degree in Economics and Value Investing
London Business School - London, UK
Bachelor's Degree in Economics
American University of Beirut - Beirut, Lebanon
Certifications
SAQ Swiss Wealth Management Certificate
Fitch Ratings
Chartered Alternative Investment Analyst
CAIA Institute
Chartered Financial Analyst (CFA)
CFA Institute
Skills
Finance
Mergers & Acquisitions (M&A), Equity Research, Valuation, Financial Planning & Analysis (FP&A), Value Investing, Corporate Finance, Financial Modeling, Valuation Multiples, Investment Memoranda, Investment Thesis, Investment Monitoring, Investment Briefs, Portfolio Analysis, Investment Portfolio Management, Stock Trading, Equity Derivatives, Business Advisory, Equity Research Analysis, M&A (Buy-side), Debt Restructuring, Deal Analysis, Equity Financing, Cross-border M&A, Capital Raising, Financial Restructuring, M&A (Sell-side), Valuation Analysis, Valuation Modeling, Leveraged Buyout Modeling, Debt Raises, Startup Funding, Global Macro Strategy, Asset Allocation
Output Software
Microsoft PowerPoint, Microsoft Excel, Excel 2013
Data & Analysis Software
Bloomberg, Capital IQ
Industry Expertise
Retail & Wholesale, Financial Services, Technology, Health & Wellness, Venture Capital
Geographic Expertise
United States, Europe, EMEA
Other
Strategic Planning & Execution, Family Office, Excel Modeling, Modeling, Family Office Management, Investing, Economics, Pitch Decks, Board Presentations, Investment Funds, Equity Investment, Investment Research, Investment Cases, Portfolio Management, Research Analysis, Hedge Funds, Revenue Strategy, Investments & Risk Management, Investment Manager, Quantitative Analysis, Stock Market Techinical Analysis, Investment Analysis, eCommerce, Business Strategy, Branding, Restructuring, Sell-side, Corporate Restructuring, Investments, Equity, Derivatives, Thematic Research, Startups, Finance, Trading, Forex, Macroeconomic Forecasting, Options Trading
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