Dorit Ben-Simon

Founder & CEO

  • Over 25 years experience in the Israeli financial industry
  • Head of Global Treasury, Group CRO and Head of IR at Israel Discount Bank
  • CEO of Gmulot the largest Asset Management company owned by Bank Hapoalim
  • Head of the Provident Fund’s Division and CIO of Tfahot Bank.
  • Listed companies Board Director

Yafit Gilboa

Partner & Managing Director

  • Over 20 years experience in the Israeli trading and capital markets industry
  • Head of Business Development in the Trading Room of Israel Discount Bank
  • Head of Private Banking and Commercial Client Desk as well as Senior Forex and Derivatives Trader at Discount Bank
  • Account Manager at Tamir Fishman Investment House

Moshe Ben Assayag

Partner & Managing Director

  • Over 18 years experience in the Israeli financial industry
  • Head of Trading Desk at Bank of Jerusalem Brokerage
  • Head of Trading Desk at Clal Finance Batucha Brokerage
  • Fixed Income Broker at Menorah Gaon Investment House


Gary Sussman

  • Over 12 years of experience in India and working with Indian corporate leaders


  • Former Vice President for Development at Tel Aviv University


  • Director of Research and Development, Harold Hartog School of Government and public Policy


  • PhD in Government and History from London Business School of Economics and Political Science (LSE)

Heather Goldman

  • Over 25 years experience in the US financial services industry

  • Managing Director, Global Head Marketing and Business Development, Brookfield Investment Management

  • Global Head of IR Starwood Capital Group Global

  • MBA Chicago Booth Graduate School of Business

  • Listed Funds companies Board Director and Trustee