Market Makers IL

Futurist Roey Tzezana joined us to tackle this critical question and discuss the broader implications of the Artificial Intelligence revolution.   Roey’s perspective and thoughtfulness are the perfect companion to Theme 6 of EFG’s Mid-Year Outlook.    In this episode, we look across the AI landscape to highlight where structural growth and capital investment may drive long-term opportunities, incl...

In this episode we explore the defense sector implications as European Countries increase spending to 5% of GDP over the next 10 years. We are joined by two individuals who see the opportunity from different vantage points. Yonah Lloyd, Chief Communications Officer and VP Investor Relations at Stratasys provides insights into the role additive manufacturing (3D Printing) is participating in the de...

What happens after the opening bell and the start of trading after an IPO? In this episode we get into the less glamourous portion of the IPO process with two local experts Daphna Golden and Rami Rozen. Daphna and Rami are two seasoned IR professionals who get into the details of the some of the practical implications of corporate life after going public. Dealing with investors, managing senior ex...

One of the most important topics in wealth management right now revolves around the imminent transfer of significant wealth – trillions by many widely used industry estimate from the “boomers” to their children and grandchildren. One of the key talking points in this conversation centers on the thesis that Gen Z may be thinking about money differently than prior cohorts. In this episode we do a ve...

In this episode of Market Makers IL, Michael and Joseph do a deep dive on financial products. They examine the categories of products on the shelf from stocks to bonds to funds to Alternatives and take the time to define them and address issues of resilience and balance. If you have limited knowledge of financial products, this one’s for you. If you are a financial products expert, you’ll probably...

In this episode Joseph and Michael focus on the relationships and expectations between prospects and client relationship officers. The relationship starts with an open dialog that matches client expectations and financial goals with the appropriate risk profile. Of course the most important rule to live by is that the client is always correct. Hosted by Joseph Wolf and Michael Dadoun https://www.l...

Welcome to a new season of Market Makers IL, where we pivot slightly and do a deep dive into the world of private banking. We're going to tell you why, we're going to tell you how, we're going to tell you the details of some of the products for your personal banking needs. Our focus on high net worth banking and investment management will help you understand private wealth strategies. We think you...

 Welcome to a new season of Market Makers IL, where we pivot slightly and do a deep dive into the world of private banking. We'll explore various aspects of personal banking and offer financial advice, covering topics from money management to investment products. This season aims to provide valuable insights into high net worth banking and financial planning, ensuring an informative and engaging e...

In the final episode of season 1, Michael and Joseph moved to opposite sides of the table and discussed key messages from Season 1. Season one guests included VCs, a lawyer, an entrepreneur, a family officer, and other Israel success stories. The conversations were unique with each guest bringing unique insights to how they have navigated and succeeded in the local market. There were also several...

In this episode we spend time with Jack Levy, founding Partner at MoreVC, a venture capital fund in Israel with over $275 million under management across multiple funds. Jack is an investor in Ubeya, which listeners can learn more about by listening to episode 6. Jack trained as a lawyer in the US and practiced corporate law there before moving to industry where he experienced the original tech bu...

In this episode we have an in-depth conversation with Gila Tolub. Gila is a seasoned professional with years of private sector experience in the US and Israel where she developed an expertise in Women’s and Mental health.  In the wake of October 7, she turned her talents to the not- for- profit world and founded the ICAR Collective ​which is focused on accelerating trauma healing at the national l...

In this episode we adjusted our mandate slightly and hosted our first non-Israeli guest. Though in truth, Ben Reitzes Head of Technology Research at Melius Research, is certainly Israeli adjacent and we were happy to capitalize on his being in Israel. Our conversation goes wide across a few generations of technology and highlight’s Ben’s view on the how to cover technology with a more holistic and...

In this episode we speak with Chaim Friedland. Chaim is a leading M&A attorney who has been practicing at Gornitzky since 2006. Chaim has broad deal experience across all sectors of the economy and his thoughts on the local market provided us with new insights. Chaim has practiced law in the US and Israel and helped us understand why so few global law firms have opened in Israel, when compared...

David Schwartz represents an important part of the Israeli business landscape – a senior decision maker of a mega global company that proactively build a presence in Israel. David’s description of how he jumped into the Israeli startup eco-system to help improve operations in the Pepsico provides a different perspective on the impact startups are having behind the scenes. The anecdote David shared...

In this episode we discuss building a global software platform with founder and entrepreneur Omri Dekalo. Ubeya, listen to episode to uncover what it means, is an AI driven platform in temporary workforce management. This application will also become clear as you listen. Omri is a seasoned entrepreneur with a background in accounting and software. In short, he speaks the language of business and t...

While we were not able to get Nicole Priel her next move, we did have a lively conversation that touched on investing in multiple asset classes from private to public markets. We covered the significantly personal relationships that develop between VC and founders that need to be balanced when making tough decisions about follow on investments.   Nicole has great marketing instincts, and she expou...

In this conversation with Brachie Sprung we get into the details of story telling and empathy from the perspective of the VC, the companies, and individual investors. Brachie, head of IR and communications at Amiti VC, has spent many years in the VC world and in Israeli politics helping hone and relate stories to relevant constituents and stakeholders.   Brachie has great advice for younger employ...

Michal, who works in Biz Dev LifeSci advisors, was just named to The Markers 40 under 40 for 2025. She provide great insights into the Israeli healthcare investing scene and provided a thought provoking answer to our question regarding woman in business. Don’t miss her answer the question “what is the last thing that you changed your mind about?” No suit, no ties, no questions left unasked, Market...

Yaron is a local VC success story who currently runs Maverick Ventures. The conversation is wide ranging from the double meaning of the firm name in English and Hebrew to the notion that success is evaluated by how much good one does for the community and the country. His surprising answer to the question “Who is your business icon?” makes it worth listening to end. No suit, no ties, no questions...

Karen is a veteran of the local market wealth management scene. She ran Pictet Israel from 2011-2018 and now runs her own multi-family office, Lucid Investments. Our conversation covers a wide range of WM topics, some of which are global and some local. Karen’s explanation of why Swiss Banking is an excellent fit for Israelis of means is particularly insightful. No suit, no ties, no questions left...