Confused about where and how to invest your money as an Oleh living in Israel? Then you'll want to come to this free informational session! This event will focus on the do’s and don’t’s of investing for Olim, with a related discussion of how to navigate the banking system in Israel and getting one's 'financial house' in order.
Some of the content will be relevant only to U.S. citizens, however, the majority of the talk will be relevant to all Olim. Please note, there will be no information give on what to invest in (no hot tips!), but rather helping to understand the process and the types of investments that make the most sense for Olim.
When: Sunday May 26, 19:30-21:30,
Where: MATI Haifa, Derech Ha'atzmaut 65, Haifa
Cost: FREE, but registration is required
About the speaker: Norman Chait is the Managing Principal of Nardis Advisors, an independent Registered Investment Advisor based both in Tel Aviv and Scarsdale, NY, focused on building customized investment portfolios for a select group of individuals, families and small businesses. This includes investing for US citizens who live outside the US.
Norman is originally from South Africa and first made Aliyah in 1984. He received an MBA from Columbia University in 1995 (beta gamma sigma), and a Law Degree from Hebrew University of Jerusalem in 1988. He served in the Judge Advocate General Division of the Israel Defense Force from1988-1993 and is a graduate of the Israel Defense Force Officer’s School.
Norman is a Chartered Financial Analyst and Member of the New York Society of Security Analysts. He is also a licensed Portfolio Manager in Israel under the auspices of the Israel Securities Authority. Norman returned to Israel in 2016 after 23 years in New York, where he worked at various Wall Street institutions including AIG and Merrill Lynch, and for the Lord Jacob Rothschild family office, and now lives Zichron Ya’akov. Nardis also maintains a US presence with an office in Scarsdale, NY.