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ABOUT
OASIS INVESTMENT SOLUTIONS
REDUCING UNCERTAINTY IN MANAGING YOUR INVESTMENTS
David Tamir shares why he chose to specialize in Structured Notes
I began my journey in the capital market over 18 years ago at Pioneer Wealth Management, one of the first firms in Israel to specialize in global investments. After some time, I was assigned a task - design Strategic Asset Allocation models.
I came across fundamental, complex questions: How to estimate expected returns for each asset class? What is the time frame required in order to achieve these returns with high probability? What are the risks, and the potential damage should these risks materialize?
How did it all begin?
By 2008 I was already responsible for implementing these models in clients’ portfolios. The questions no longer remained theoretical but became a challenging reality. Although these models stood the test of time, I started searching for additional tools to reduce the uncertainty we experienced during the crisis. One of these instruments was Structured Notes – a relatively new instrument and not widely known at the time.
Two main advantages of Structured Notes attracted me: the ability to define the risk/return profile clearly and precisely, and the ability to provide a relatively high degree of predictability of risk and return. These attributes reduce uncertainty in managing a portfolio.
I found myself flooded with notes by banks and brokers but quickly realized that none of them reflected these attributes. The offerings were overly complex, over-priced and far from fitting clients’ portfolios. The conclusion was clear: the only way to consistently emphasize the advantages of Structured Notes is to design them ourselves, driven by our clients’ asset allocation needs.
In 2012, Neil Rubinstein and I set up Oasis – an independent investment boutique specializing in Structured Notes. Oasis’s DNA was and remains simple and clear: We are Buy-Side in a domain which is distinctly Sell-Side. The extensive experience I have gained over the years has sharpened my understanding of what works consistently well and what to avoid. This experience helps me manage portfolios in a realistic, down-to-earth approach.
OASIS INVESTMENT SOLUTIONS
Inception
Tailor-made
Structured Notes
10 Years Management of Str. Notes Focused Portfolios
Actively Managed Certificates since 2015
Secondary Market Opportunities Fund Since 2017
DAVID TAMIR
FOUNDER
An Investment Professional with over 18 years of experience in global capital markets. An Investment Committee member in an academic institution and several multi-family offices. Prior to the founding of Oasis, David served as CIO of Pioneer Wealth Management. Former guest writer of a weekly column in Globes for over 8 years, on Strategic Asset Allocation and analysis of investment instruments. A computer programmer prior to his career in the capital markets.
David Holds a Bsc. in Industrial Engineering & Management from the Technion and an MBA from Tel Aviv University.
A licensed portfolio manager by the Israel Securities Authority. Major (res.) in the Israeli Air Force – Air Defense.
MARINA FERSHTER
INVESTMENT STRATEGIST
A seasoned Investment Professional with over 20 years of diverse experience in investment management roles as well as private HNW client relationship roles. Prior to joining Oasis in 2024, Marina served as the CIO of Pegasus Investment Services AG, where she continues to serve as an external Relationship Management Specialist. Earlier in her career Marina served as a Portfolio Manager at Pioneer Wealth Management and a Senior Investment Advisor at Bank Leumi Private Banking. Marina Holds a BA in Economics from the Financial University under the Government of The Russian Federation and an MBA - major in Finance, from Tel Aviv University.
A licensed portfolio manager (license voluntary de-activated) by the Israel Securities Authority.
ILANA BENZAQUEN
PROJECT MANAGER
An Investment Professional with over 10 years of experience in both Traditional and Alternative Investments.
Ilana joined Oasis in 2024 and is responsible for overseeing strategic initiatives. Previously, Ilana worked at Profimex, a private equity real estate firm, where she led due diligence processes and managed the negotiations and finalization of strategic partnership agreements. Prior to that, Ilana served as a Senior Portfolio Analyst at Pioneer Wealth Management, focusing on Ultra HNW Individuals and research of Financial Instruments.
Ilana Holds a Licentiate Degree in Business Administration & Management from Universidad Pontificia Comillas (ICADE) in Madrid.
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(1) Qualified/Classified Investor, as defined in the Securities Law - 1968.