Omar Bassal

Asset Management Executive

Role
Investment Committee Member at Wahed
Location
Phoenix, AZ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Omar Bassal

Omar Bassal, CFA is the Chief Investment Officer of Shukr Investments, a global public equity manager differentiated in three key ways:(1) top tier performance over 1-year, 3-years and 5-years with (2) significant risk reduction compared to a standard benchmark and (3) dedicated to social impact by helping those in need, protecting the climate and improving access to education. Prior to founding Shukr Investments, Mr. Bassal served as head of asset management at MASIC, one of the largest family offices in the Middle East. There, he oversaw investments in public equities, private equity, real estate and income producing funds that are shariah compliant. He also held senior investment roles in the United States (at SEC-registered investment advisors) and at a number of Middle Eastern investment banks.Mr. Bassal purchased his first shares in a public company in 1994. Since that time, he has constantly sought to excel in the investment management industry by learning and then adopting the best techniques from various disciplines. Mr. Bassal holds an MBA with honors in finance, management, and statistics from the Wharton School of Business at the University of Pennsylvania. He graduated summa cum laude with a Bachelor’s of Science degree in Economics, also from the Wharton School. He has appeared on Real Vision television and contributed articles to Barron’s and other financial media. Mr. Bassal is the author of “Swing Trading for Dummies.\"

Experience

  1. Investment Committee Member

    Wahed

    Jan 2019 — Present · New York, NY, US

    Assist Wahed in formulating the optimal asset allocation strategies across client risk profiles.

Education

  • The Wharton School

    B.S. Economics

    1998 — 2002

  • The University of Chicago Booth School of Business

    Oxford Chicago Valuation Programme for Strategic Corporate and Investment Decisions

    2014 — 2014

  • The Wharton School

    MBA

    2000 — 2002

  • Harvard Business School Executive Education

    Real Estate Management

    2015 — 2015

  • CFA Institute

    CFA

    2004 — 2006

Skills

  • Mutual Funds
  • Risk Management
  • Portfolio Management
  • Analysis
  • Investment Management
  • Emerging Markets
  • Equities
  • Capital Markets
  • Managerial Finance
  • Financial Analysis
  • Economics
  • Corporate Finance
  • Investments
  • Asset Managment
  • Asset Management
  • Financial Modeling
  • Valuation
  • Alternative Investments
  • Private Equity
  • Equity Research
  • Financial Markets
  • Trading

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