Omar Bassal

Investment Committee Member @Wahed

Phoenix, AZ, US
EMAILS
o•••@shukrinvestments.com
MOBILE NUMBERS
+13•••••••34

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WORK HISTORY

Jan 2019 — Present

Investment Committee Member @Wahed

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New York, NY, US

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

EDUCATION

1998 — 2002

The Wharton School

B.S. Economics

2014 — 2014

The University of Chicago Booth School of Business

Oxford Chicago Valuation Programme for Strategic Corporate and Investment Decisions

2000 — 2002

The Wharton School

MBA

2015 — 2015

Harvard Business School Executive Education

Real Estate Management

2004 — 2006

CFA Institute

CFA

SKILLS

Mutual FundsRisk ManagementPortfolio ManagementAnalysisInvestment ManagementEmerging MarketsEquitiesCapital MarketsManagerial FinanceFinancial AnalysisEconomicsCorporate FinanceInvestmentsAsset ManagmentAsset ManagementFinancial ModelingValuationAlternative InvestmentsPrivate EquityEquity ResearchFinancial MarketsTrading

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.\"

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