Omar Bassal, CFA

Investment Committee Member at Wahed

Omar Bassal, CFA has extensive experience in the investment industry. Omar is currently serving as the Chief Investment Officer at Shukr Investments, where they oversee the management of the Shukr Global Equity Fund and focuses on generating significant wealth for clients while making a positive social impact through charitable contributions. Omar also plays a crucial role in recruiting highly talented individuals who align with the company's values to drive success.

In addition to their role at Shukr Investments, Omar is an Investment Committee Member at Wahed Inc. and serves as an Independent Member of the Board of Directors of Blom MSCI Saudi Arabia Min Vol Fund at BLOMINVEST SAUDI ARABIA. Omar is also a Director on the Board of Albilad Capital Funds at Albilad Capital.

Prior to joining Shukr Investments, Omar held various positions in asset management and research. Omar was the Head of Asset Management at MASIC, where they oversaw public equity, private equity, and real estate fund investments. Omar also worked as the Head of MENA Asset Management at NBK Capital, a Portfolio Manager at Azzad Asset Management, and a Research Analyst at Profit Investment Management. Before entering the investment industry, they worked as a Senior Communications Specialist at NRECA.

Furthermore, Omar has authored publications during their time at John Wiley and Sons, showcasing their expertise in the field. With their broad and diverse work experience, Omar has developed a deep understanding of financial markets and the factors shaping them, such as debt buildup and demographic changes.

Omar Bassal, CFA, has a diverse education history. Omar first attended The Wharton School from 1998 to 2002, where they earned a Bachelor of Science degree in Economics with a focus on Operations and Information Management. Omar further pursued their education at The Wharton School from 2000 to 2002 and obtained an MBA degree with a specialization in Finance, Management, and Statistics.

In 2004, Omar enrolled at the CFA Institute, where they studied and completed the CFA program from 2004 to 2006, earning the CFA designation.

In terms of additional certifications, Omar obtained the CFA Institute Professional Learning Achievement from the CFA Institute in January 2021. Omar also received the CFA Institute CE Program 10 Year Milestone, although the specific month and year of completion are not provided.

Omar has also participated in specialized programs to enhance their skills. In 2014, they attended the Oxford Chicago Valuation Programme for Strategic Corporate and Investment Decisions at The University of Chicago Booth School of Business. Additionally, in 2015, Omar engaged in the Real Estate Management program at Harvard Business School Executive Education.

Although the specific durations and degrees for their time at West Side Elementary and the University of California, Berkeley are unknown, it is assumed that they are part of their earlier education and do not hold significant relevance to their current professional qualifications and certifications.

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