Tandem Capital is a well-established, privately owned investment house that specializes in global portfolio management. Our motto, “your gateway to global markets” is based on our being Israel’s leading firm in managing global investments. Tandem Capital’s unique approach is to provide a personal and quality relationship to our customers. Our experienced staff of financial professionals specializes in the analysis of global markets.
Team Members
In his last position he was a Senior Advisor at Union Bank for private and corporate clients.
Moran has expertise in financial reporting, monthly fund valuation and
Erez Britt – Founder and CEO
Erez brings more than 20 years of experience in the fields of finance, economics and asset management. Erez started his career in the capital markets at Koor Investment House as a Portfolio Manager and Client Relationship Manager. Erez developed comprehensive relationships with major institutional investors and wrote micro-analytic reports. Erez subsequently joined Ofek Securities, one of Israel’s largest Asset Management Companies and subsidiary of Bank Leumi. since 2000, Erez has led the co. Since inception, Tandem capital has established strong relations with Israel’s top tier Institutional Investors and major International banks. The firm has established a large client base of High Net Worth Individuals seeking expertise in global asset management. Over the years Erez’s reports have been published and he has been interviewed periodically in major papers and other media.Erez holds an Executive Masters Degree in Finance from the Zicklin School of Business, The City University of New York. Erez is a licensed Investment Portfolio Manager with the Israel Securities Authority.
Aaron Leitner – Deputy CEO & Partner, Global Investment Strategist, Head of Institutional Services
Aaron started his career on Wall Street, in 1986, as a Financial Consultant with Shearson Lehman Brothers and later became a Portfolio Manager with Prudential Securities until his return to Israel in 1995. From 1995, Aaron was Global Portfolio Manager for Bank Hapoalim’s Provident Funds Group asset management firm; Gmulot. Aaron also served as a consultant for Bank Hapoalim’s strategic committee for the establishment of its private banking division. He subsequently joined Robertson Stephens Evergreen as Head of Institutional Sales & Service. He later joined Lehman Brothers’ launch of its Israel Investment Management Services working with Institutional, Private Banking, Corporate and VC clients. Prior to joining Tandem Capital, Aaron was Executive VP with Financial Guardian; Israel’s first multi-family office. Aaron joined Tandem Capital in March, 2005.Aaron holds a Bachelor of Arts from Rutgers University. He was Series 7, 63, 65 & FSA licensed in the United States and U.K. Aaron is a licensed Investment Portfolio Manager with the Israel Securities Authority. |
Ronen Halpern – Deputy CEO & Partner
Ronen brings with him over 15 years of experience in investment management. Ronens career in the capital markets began at Modus Selective; part of the First International Bank Group. While there, Ronen managed institutional and private client portfolios, published economic research reports for institutions and was a member of the investment committee. In 2005, Ronen left Modus Selective and co-founded Supreme Capital Markets; a company specializing in global investment management and advising. At supreme, Ronen started as Senior Investment Manager and late on became Deputy CEO/Business Development & Marketing. In this capacity, Ronen established strategic affiliations with international financial institutions, created and managed contact with European banks and developed strong relations with Europes private banking sector. In addition, in recent years, Ronens articles and global research reports have appeared in leading financial newspapers and websites.Ronen has an Executive MBA, specializing in financing and financial engineering, from Hebrew University, Jerusalem. Ronen is an ISA licensed Investment Portfolio Manager & a Certified Financial Planner TM – CFP® |
Joseph Katz - Credit Underwriting Analyst
Joseph Katz brings with him a wide range of real estate experience. After working in PR and government, he joined a startup focused on modernizing the CMBS providing him with a deep foundation of the real estate debt market, specifically on the East Coast of the United States. He then gained experience on the equity side of the industry as a financial analyst for a family office focused on flipping homes. Joseph also worked as a commercial leasing and investment sales in the Jerusalem office buildings market advising companies, landlords and developers. Joseph received is Bachelor’s degree in Liberal Arts from New York University and his MBA in real estate finance from The Hebrew University in Jerusalem.
Matan Shaki - Operations Manager
Gil, Investment manager, brings more then 10 years of experience in the fields of finance, economics and asset management. Gil is a Business MA graduate from BG University, and has a vast knowledge of the variety of investment product and structures in Israel and abroad.
Ilan Wolfson - Head of Portfolio Management Services
Ilan brings over 20 years of investing experience in Israel and Globally. At Tandem Capital Ilan has developed relationships with many international financial institutions around the globe and constructed an ongoing working affiliation with the Private Banking sector in Israel & Global.
Member of Tandem’s investment committee. Ilan holds a B.A. in Banking and Capital Markets from the Netanya Academic College (summa cum laude). During his degree, Ilan participated in an MBA program of excellence in China at International Business – Sichuan University, Chengdu. Ilan holds an M.A. An in Law from the Bar – Ilan University.
Ilan holds a portfolio manager license from the Israeli Securities Authority and a Pension Counselor license from the Ministry of Finance.
Adi Turjeman - Global Market Analyst & Platinum Clients Portfolio Manager
Adi Turjeman is a seasoned investment manager with over 14 years of experience in capital markets and investments. He holds a B.A. in Business Management and an M.A. in Political Science Strategies and Security, and has a strong background in analysis and risk management. Adi currently serves as the head of global market analysis, where he uses his expertise to provide insights and analysis on market trends and investment opportunities. He has previously worked as an investment advisor at Ubank, where he helped high net worth individuals and companies develop and execute effective investment plans. Adi is proficient in various ERP and trading software’s and has a deep understanding of a wide range of investments.
Dr. Ido Kalir - Applied Research Consultant
In Finance from the University of Tel Aviv. Published a number of studies in the field of long-term investment. Scientific advisor in the institutional market, interest rates, and Shashinsky Committee pension scheme structure. The center of excellence in insurance and long-term savings to finance researcher at the Academic College and the University of Göteborg in Sweden.
Karina Kuliyev
Karina brings years of experience in the field of pension asset management, most previously at the one of the leading investment houses in Israel. There she oversaw one of the back-office teams working simultaneously with other large investment houses, family offices, insurance brokerages and banks. She has extensive knowledge in managing pension plans and provident funds as well as regulation and tax policies relating to them. Karina oversees Golden Bridge’s loan servicing as well as payments across the foreign banks which we work with. Karina holds a B.Sc. in industrial engineering and management from the SCE in Ashdod.
Yaniv Shlomo - Portfolio Manager
Yaniv Shlomo is an experienced Investment Manager with over 16 years of experience in Investment Management in the financial markets.
In his last position he was a Senior Advisor at Union Bank for private and corporate clients.
Before that, he worked for a number of years in large investment companies in the economy such as Infiniti Investment Company and Epsilon Investment Company (Part of Phoenix Group) in positions of Investment Manager and also a member of the group’s investment committee.
Yaniv holds a Bachelor’s Degree (B.A) in Management and Economics from The Open University, and a Master’s Degree (MBA) in Business Administration specializing in finance, from EDINBURGH BUSINESS SCHOOL – Herriot-Watt University.
Yaniv is a licensed Investment Portfolio Manager from the Israel Securities Authority (ISA).
Madlen Bormistrov - CPA, Financial Controller
In her previous position, Madlen worked in Bank Leumi s private investment funds department, where she was fiduciary for managed fund portfolios and provided accounting services for the various funds. Madlen brings to Golden Bridge Fund her extensive experience in preparing financial statements, assessing the value of monthly net assets and preparing tax considerations for investors. Madlen also is responsible for various aspects involving the administrator and trustee of the fund. Madlen is responsible for monitoring funds transfers into the fund and she is a member Golden Bridge Fund s credit committee. Madlen has a combined liberal arts and accounting degree from the Ruppin Academic Center.
Moshe Katz CPA
Moshe began his professional career as a senior tax supervisor at the Israeli Tax Authority. In his last position, Moshe worked for a decade as a tax director in the investment division of Clal Insurance company Ltd.; one of the Israel’s biggest insurance and investment companies. Throughout his career, Moshe gained extensive knowledge and expertise in the fields of investments and international taxation while facilitating dozens of traditional and alternative investment transactions in Israel and abroad in the fields of credit, real estate, equity, and hedge funds. Moshe conducted multinational investment transactions from the planning stage of establishing the optimal investment structure to the realization of these investment projects in the most efficient manner. Moshe is a certified public accountant holding a Bachelor’s degree in Accounting and Economics and a Master’s degree in Business Taxation Studies (MBT) from the College of Business and Management. Moshe is a member of the Golden Bridge Fund Credit Committee.
Moran Oliver Shaked - Controller
Previously, she oversaw the management of hedge fund portfolios at Apex-Israel (formerly Tzur Management) and provided accounting and administration services to those funds. Moran has expertise in financial reporting, monthly fund valuation and preparing tax considerations for investors.In her role as a controller, she manages financial and regulatory aspects of the fund, as well as monitoring deposits and withdrawals. Moran holds a BA in business Management and Accounting from the College of Management and is a certified public accountant.
Sivan Samara - Operations Manager
Sivan brings with her vast experience in fund operations. At her last position, with one of the largest and oldest hedge funds in Israel, she was responsible for the simultaneous operation of seven different funds, a number of which were in the start-up phase.Sivan has extensive experience in managing investor relations (private, corporate and institutional), promoting work processes with local and foreign administrative entities, the tax trustee, IRAs and international banks.
In her current position at the Golden Bridge Fund, Sivan oversees the incorporation of new investors into the fund, transfers between funds and review of regulatory reports on money laundering. Sivan holds a B.A. in Economics and Management, with a specialization in marketing and finance, from the Hebrew University of Jerusalem.
Matan Shaki - Investment Operations Manager for Portfolio Management
Matan brings years of experience in portfolio management and banking operations after servicing a number of Israel’s largest investment houses. In his current position, Matan oversees the daily operations of Tandem’s portfolio management division, including investor relations for private clients, family offices and provident funds as well as regular banking operations in Israel and with Tandem’s European partners in Switzerland and Luxembourg. Matan holds his MBA in Finance from Academic College of Tel Aviv-Yaffo.
Daniel Wasserman- Head of institutional Services
Daniel brings almost 20 years’ of experience in Global Financial Markets. He started his career in the Netherlands as a Financial Analyst for ING Bank after which he moved to Israel and helped setting up Bank Hapoalim’s Trading Room Research Department. He worked as a Fixed Income Sales Analyst for both Excellence and Psagot and subsequently joined Meitav as Fund Manager of their Global Fixed Income Funds, before joining Tandem Capital.
He has lived in Israel since 2008. Daniel has a Master’s Degree in International Economics and Finance from the University of Amsterdam and is a licensed Investment Portfolio Manager with the Israel Securities Authority.