سامي  أبو الرز, Chief Investment Officer

سامي أبو الرز

Chief Investment Officer

HAKA Group

البلد
المملكة العربية السعودية
التعليم
بكالوريوس, finance and banking sciences
الخبرات
23 years, 10 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :23 years, 10 أشهر

Chief Investment Officer في HAKA Group
  • المملكة العربية السعودية - الخبر
  • أشغل هذه الوظيفة منذ مارس 2020

Manage the Group Investment Portfolio
Develop the company investment policy statement (IPS)
Generate new investment opportunities for the Group
Follow up on current investments to execute M&A and Exit strategies
Evaluate and Analyse new investment opportunities
Conduct Market research
Prepare periodic management reports for the Board

Chief Investment Officer في Alahsa Development Company
  • المملكة العربية السعودية
  • مارس 2018 إلى مارس 2020

Supervising the comapny investments in Real Estate, Equity, Healthcare, Food and Beverage

Drafting comapny strategy and investment plan for the mid and long term

Preparing periodic reports on the company investments presented to the investment committee and comapny board

Bring new investment oppotunities for the company that fits with the comapny investment policy

Analyze market information and effects over company investments

Increase the profitability of the existing investments

Establish relationships with financial institutions and banking industry locally and regionally

Chief Investment Officer (CIO) في Kaden Investments (Part of Tatweer Holding)
  • المملكة العربية السعودية - الرياض
  • نوفمبر 2017 إلى مارس 2018

Manage the company investments in the logistic, Hospitality and Commercial projects all over KSA

Reporting Directly to the CEO and company owners

Perform all related financial and feasibility studies to determine the best approach for investment that suits each project

Handel all third-party relations and coordination’s related to market intelligence and reports

Develop and maintain good relationships with banking and financial institutions both in KSA and out in the GCC region

Cooperate with other related departments including Finance, Marketing to manage projects successfully and achieve company targets and plans

Develop entry and exit strategies for the company projects

Raising funds needed for company project by attracting new investors and through debt

Managing Director Product Development & Wealth Management في Saudi Kuwait Finance House (SKFH)
  • المملكة العربية السعودية - الرياض
  • أغسطس 2016 إلى أغسطس 2017

Directly reporting to CEO to establish the Business Development Department & Wealth Management supervising RM’s sales efforts to market SKFH funds and investment services

Identify investment opportunities and generate investment leads to SKFH department (Asset Management, Corporate Finance and Custody)

Attract and grow the cliental base to cover local & GCC, MENA HNWI, investment companies, government funds and endowments

Develop the relationship with Saudi Local institutions covering (Insurance Companies, Real Estate Developers, Investment Banks, Family Offices, Listed Companies in Tadawul) and generate investment opportunities by analyzing their needs and requirements

Develop client proposals and customized services based on the client requirements and targets

Work closely with SKFH global affiliates to introduce new services and products to our clients

Responsibilities as Business Development created the Custody services department successfully growing the business to have AUM SAR 375Mln and growing

Negotiating with banks on providing debt to SKFH private funds on attractive rates and terms

Responsible for staff recruiting relating to Wealth Management and Business Development, currently managing a staff of six employees

VP Wealth Management & Business Development في Adeem Capital
  • المملكة العربية السعودية - الرياض
  • مارس 2014 إلى أغسطس 2016

Directly reporting to CEO to establish the Wealth Management Department & supervising RM’s sales efforts to market Adeem funds and investment services

Identify investment opportunities in the market in different segments including Real Estate, Private Equity and Manufacturing driven by clients mandates given to Adeem Capital to acquire through private portfolio structure

Attract and grow the cliental base to cover local & GCC, MENA HNWI, investment companies, government funds and endowments in preparation to the opening of the Saudi Market to Foreign investment in 2015

Develop the relationship with Saudi Local institutions covering (Insurance Companies, Real Estate Developers, Investment Banks, Family Offices, Listed Companies in Tadawul) and generate investment opportunities by analyzing their needs and requirements

Analyze Institutional client’s needs and prepare investment proposal that cover (Equity Investments through funds of DPM, Money Market Instruments and Real Estate & Private Equity Opportunities).

Offer new investment opportunities to the local market through strong relationship overseas

Work closely with local pension funds investment memorandums by exploring local, regional and international investment opportunities for execution

Work closely with the investment committee of Adeem on analyzing and exploring new investment opportunities in various area focusing on Real Estate sector by developing raw landing, Residential and mix use

Supervising Portfolio managers on daily basis relating to market review, Investment strategies, Fundamental & Technical analysis, Equity selection

Responsibilities as Business Development created the Custody services department through alliance with one of the major Custody services companies in the GCC to provide technical advice services to Adeem clients and successfully growing the business to have AUM SAR 340Mln and growing

Negotiating with banks on providing debt to Adeem Real Estate funds on attractive rates and terms

Responsible for staff recruiting relating to Wealth Management and Business Development, currently managing a staff of 6 portfolio managers and researchers

Private Equity Investment Manager في FALCOM Financial Services
  • المملكة العربية السعودية - الرياض
  • فبراير 2013 إلى مارس 2014

Directly reporting to Head of Private Equity Department to establish the institutional desk to attract and grow this cliental that covers local, GCC, MENA and International investment companies and asset management in preparation to the opening of the Saudi Market to Foreign investment in 2013

Analyse investment companies and HNWI investment needs and direct it to the suitable departments within FALCOM (Asset Management, Corporate finance, Investment Banking Group, Brokerage)

Analyse Institutional clients needs and prepare investment proposal that cover (Margin Lending requirements, Settlement, Commission Fees) that stand competitive against other financial rivals

Promote for FALCOM products that cover (Sukuk Funds, Murabaha Funds, Mutual Funds local and regional, Advisory Services, Fund Raising, IPO, Debt Structuring) for institutional clients that find value

Providing Advisory services for corporate and investments
Marketing of services and products offered by FALCOM to potential and existing clients by making calls to strengthen the existing relationships and targeting local pension funds and UHNWI houses in the Sultanate.

Manage and enhance new relationships in order to meet pre-set financial / non-financial objectives

Offer new investment opportunities to the local market through strong relationship overseas

Work closely with local pension funds investment memorandums by exploring local, regional and international investment opportunities for execution

Managing FALCOM Oman branch operations and advice on its achievements

Maintain and grow relationship with Omani pension funds and investment companies

Senior Investment Manager في Falcom Financial Services
  • عمان - مسقط
  • يونيو 2011 إلى فبراير 2013

Working closely with the CEO in the Corporate Banking services with one of the Royal Families on the Sultanate.
Introducing the first ever Family House Advisory services to the Omani Market
Managing a portfolio of real-estate projects worth $ 300Mln which includes Five Star Hotel, Mix use commercial land project.
Providing Advisory services for corporate restricting and investments
Marketing of services and products offered by FALCOM to potential and existing clients by making calls to strengthen the existing relationships and targeting local pension funds and UHNWI houses in the Sultanate.
Manage and enhance new relationships in order to meet pre-set financial / non-financial objectives
Offer new investment opportunities to the local market through strong relationship overseas
Work closely with local pension funds investment memorandums by exploring local, regional and international investment opportunities for execution
Working Closely with the CEO to introduce first ever Omani Exchange Traded Fund (ETF) by signing MOU with MSM in 2010

Head Of Brokerage في FALCOM Financial Services
  • عمان - مسقط
  • أبريل 2009 إلى يونيو 2011

- Establish the company to the point of official launch or services in the Omani
Market

- Establish the connection with Muscat Securities Market and finalize the
company licenses

- Establish the connection with Capital Market Authority (CMA) to finalize the
final license approval of the company

- Hiring the staff for all department

- Build up the company client base

- Supervise the training of the staff

- Supervise the research issuing to cover Muscat Securities Market

- Plan the business strategies for the company and supervise the
implementation

- Establish the relationship with HNWI in the local market

-Establish the relationship with local pension funds and investment companies

-Establish the relationship with GCC and International investment companies

- Supervise the daily trading activities for the client’s and staff

- Providing investment ideas for HNWI and institutional clients in Muscat
Securities Market, and to look for investment opportunities in other markets as
well.

- Handling the establishment of the GCC equity desk

- Keep well knowledge on recent research produced by brokerage firms
covering GCC and MENA region.

- Execute orders for Institutional clients and HNWI.

- Writing weekly technical report to be distributed on the HNWI and institutional
clients to follow on market movement and to point out entry and exit levels.

- Following corporate news in MSM and important IPOs in the region.

- Maintaining close relation with back office operations to insure accuracy and
smooth workflow

Senior Brokerage Manager في Bank Muscat
  • عمان
  • أغسطس 2006 إلى أبريل 2009

- Managing the daily trading activity.
- Handling VIPs clients and manages their portfolios.
- Executing orders for Foriegn Instittutions.
- Help Brokerage staff to achive their projected goals.
- Giving advice for the local, regional & international markets.
- Followiing companies & economic news and indicators.
- Analyzing company’s financial statements along with technical analysis.

Senior Dealer (International Markets) في Atlas Investment Group (Part Of Arab Bank Network)
  • الأردن - عمان
  • يناير 2005 إلى يوليو 2006

Buy/Sell stocks on behave of the clients through the banks brokers in the United states of America, Europe, Japan, Frankfort, and Australia, handling the clients accounts and transactions, preserving the limits, giving advice on stocks through technical and fundamental analysis also studies by the banks brokers, following the market news and economic releases, company earnings, planning the budget for the department, marketing to attract new clients.

Seior Equity Dealer في Arab Bank PLC
  • الأردن
  • مارس 2004 إلى يناير 2005

Buy/Sell stocks on behave of the clients through the banks brokers in the United states of America, Europe, Japan, Frankfort, and Australia, handling the clients accounts and transactions, preserving the limits, giving advice on stocks through technical and fundamental analysis also studies by the banks brokers, following the market news and economic releases, company earnings

Equity Dealer في Arab Bank PLC
  • الأردن
  • مارس 2001 إلى مارس 2004

Buy/Sell stocks on behave of the clients through the banks brokers in the United states of America, Europe, Japan, Frankfort, and Australia, handling the clients accounts and transactions, preserving the limits, giving advice on stocks through technical and fundamental analysis also studies by the banks brokers, following the market news and economic releases, company earnings

Assistant Dealer - FX في Arab Bank PLC
  • الأردن
  • يونيو 2000 إلى مارس 2001

Worked in the front office, quoting currency prices to clients through the dealers in treasury, also assisting FX dealers in quoting through the Reuters system, handling the clients accounts, preserving the limits, handling transactions on behave of the clients

الخلفية التعليمية

بكالوريوس, finance and banking sciences
  • في Hashimite Univercity
  • فبراير 2000

First of Class

Specialties & Skills

Real Estate
Private Equity
Wealth Management
Brokerage
Banking
ADVANCE COURCES IN MICROSOFT OFFICE APPLICATIONS (MS Word, Excel , Power Point)
BLOOMBERG , REUTERS
TECHNICAL ANALYSIS COURSE
BROKERAGE LICENSE IN JORDAN EXAMINATION
DIREVATIVES COURSE (( SWAPS , OPTIONS , FUTURES………)
BROKERAGE LICENSE IN OMAN
INVESTMENT ADVISOR TRAINING AND CERTIFICATION PROGRAM/ INSTITUTE OF BANKING STUDIES - JORDAN

اللغات

العربية
متمرّس
الانجليزية
متمرّس

التدريب و الشهادات

Certified Wealth Manager (تدريب)
معهد التدريب:
International Academy for Business and Financial Management
تاريخ الدورة:
May 2012
المدة:
40 ساعة