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Management

Yosef.act@outlook.com

Prof. Rami Yosef - President

IAVFA ID: 1122

 

  • A Full Professor of Actuarial Science and Finance at Ben Gurion University, Head of the Insurance and Finance specialties in the Business Administration Department at Ben Gurion University, and Owner of the financial consulting firm Prof. Rami Yosef - Actuarial, Pension and Economic Consulting, which specializes in providing actuarial consulting services and professional actuarial opinions in the areas of body injuries, balancing resources between spouses, actuarial liability for employee benefits (IAS 19). He is also a Partner at the advisory company Variance Economic Consulting Ltd in these actuarial evaluations, which specializes in providing independent professional valuations, in accordance with US GAAP, IFRS and Israeli accounting standards, for financial reporting purposes and as expert opinions to various courts and regulatory authorities in Israel and abroad.

 

  • Holder of a PhD degree (Summa Cum Laude) in Actuarial Science and Finance, an MSc degree (summa cum laude) in Statistics and Actuarial Science studies and a BA degree (cum laude) in Statistics, all of them from the University of Haifa, holder of a Diploma in Actuarial Techniques (DAT) from City, University of London and a Diploma in Actuarial Science from the University of Haifa.

 

  • A Corporate Finance Valuator (CFV), Quantitative Finance Valuator (QFV), Financial and Economic Modelist (FEM), Market Risk Actuary (MRA), Credit Risk Actuary (CRA), Operational Risk Actuary (ORA), Investment Risk Actuary (IRA), Life Risk Actuary (LRA) and a Pensions Risk Actuary (PRA) - Certified by the Israel Association of Valuators and Financial Actuaries (IAVFA).

 

  • Having an intensive experience in financial, actuarial and pension consulting and research. Prof. Yosef is in his third decade of providing hundreds of opinions for leading companies and bodies, including the Israel Ministry of Finance, the Bank of Israel, the National Insurance Institute of Israel, Israeli pension funds, Israeli insurance companies and Israeli law firms. Prof. Yosef is considered one of the four leading expert witnesses, on behalf of the Israeli courts, who provide actuarial opinions in the field of demages.

 

  • A former Head of Business Administration Department at the Ben-Gurion University of the Negev and General Director of the Municipality of Afula.

polanitz8@gmail.com

Mr. Roi Polanitzer - Chairman

IAVFA ID: 1002

 

  • Mr. Roi Polanitzer is the chairman of the Israel Association of Valuators and Financial Actuaries (IAVFA). He was an outside Lecturer of Finance at Ashkelon Academic College, Achva Academic College, University of Haifa, and Ariel University.

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  • Mr. Polanitzer is a Fellow of the IAVFA (F.IL.A.V.F.A.), a  Financial Risk Manager (FRM) - certified by the Global Association of Risk Professionals (GARP), a Certified Risk Manager (CRM) - certified by the Israeli Association of Risk Managers (IARM). He holds a MBA degree (cum laude) in Business Administration specializing in Actuarial Science and Financial Risk Management and a BA degree (cum laude) in Economics specializing in Finance and Valuation and from the Ben-Gurion University of the Negev, as well as a Certificate in Financial Risk Management from the Ariel University. He also studied in the program for certificate studies in Actuarial Science at the University of Haifa and successfully completed the professional exams administered by the Israel Securities Authority (ISA) for a Portfolio Manager's License.

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  • Mr. Polanitzer has served as a consultant at the Advisory Firm of Dr. Shilo Lifschutz, at the Consulting Firm Ogen - Actuarial, Financial and Business Consulting Ltd., and at the Accounting Firm Raveh Ravid & Co.. He has published numerous articles in professional business and finance journals in Israel, on options, financial assets, and corporate finance, and actuarial science. He is a co-author of 2 academic papers on Risk Management in the Israeli Banking System in the Journal of Yosef Kasirers Institute and the Quarterly Banking Review, (Hebrew). He was the chairman of a committee of IAVFA which determined Financial Valuation Guidelines to All Israeli Tax Authority Personnel engaged in Valuation Practice.

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  • Mr. Polanitzer is the Principal and Chief Actuary of Intrinsic Value, which is engaged in valuation, risk management, actuarial science and financial engineering. In the company he is responsible for consulting accounting firms, audit firms, financial advisory firms, and publicly traded companies in Israel.

lital medi.jpg

l@barlev.co.il

Miss. Lital Medi - Vice President

IAVFA ID: 1081

 

  • Miss. Medi is the Vice President of the Israel Association of Valuators and Financial Actuaries (IAVFA). She is an Auditor, Senior Accountant and Manager in the Family and Divorce Valuation Department of the accounting firm Barlev Associates - Investigative Auditing.

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  • Miss. Medi has a rich and long experience in the fields of valuations and economic opinions, balance of resources due to divorce and investigative auditing, including: investigating suspicions of property smuggling, locating properties in Israel and abroad and more. As part of her job, she implemented, reviewed, and managed hundreds of valuations and economic opinions, including balance of resources and property due to divorce, assessing financial and pension rights, locating smuggling in Israel and abroad, feasibility tests of acquiring businesses and companies and opinions to various magistrate courts and rabbinical courts.

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  • Miss. Medi holds an M.B.A (cum laude) degree in Finance and Financial Management from Tel Aviv University, and a B.A. degree n Business Administration from the The College of Management - Academic Studies specializing in accounting. She is a Certified Public Accountant in Israel (CPA) - Licensed by the Accountants Council at the Israel Ministry of Justice, and a Corporate Finance Valuator (CFV) - Certified by the Israel Association of Valuators and Financial Actuaries (IAVFA). 

litalnaor@gmail.com

Mrs. Lital Naor - Head of Balance of Resources and Investigative Auditing

IAVFA ID: 1069

 

  • A Partner at the accounting firm Schneider, Naor & Co., which specializes in providing consulting in the area of forensic accounting (collection and analysis of accounting and economic data, in a manner that will constitute admissible evidence in legal proceedings), and in providing economic consulting and professional valuations for transactions, financial reporting and expert opinion for courts, rabbinic courts and various regulatory and statutory authorities. The firm employs a diversified team of experts comprised of accountants and economists specializing in economic consulting and valuations.

 

  • Holder of a BA degree (cum laude) in Business Administration from the College of Management - Academic Studies specializing in accounting, and graduated certificate studies for valuators and analysts and a professional training on the Distribution of Pension Savings between Separated Spouses Law (2014) from the Center for Continuing Education of Bar-Ilan University. CPA. Naor is authorized to conduct audits in mutual funds and ETFs on by the Israel Securities Authority (2011), to conduct audits under section 28(d)(1) of the Regulation of Investment Advising, Investment Marketing, and Portfolio Management Law (1995) by the Israel Securities Authority (2010), to conduct audits under section 97(c) of the Joint Investment Trust Law (1994) by the Israel Securities Authority (2010). She also holds an appointment as a supervisor on Tel Aviv Stock Exchange members and portfolio managers under section 11 of the Prohibition on Money Laundering Law by the Israel Securities Authority (2009) and appointment as a supervisor on Currency Service Providers in accordance with Chapter D2 of the Prohibition on Money Laundering Law by the Israel Ministry of Finance, the Registrar of Currency Service Providers, and the Capital Market, Insurance and Savings Division (2009).

 

  • A Certified Public Accountant in Israel (CPA) - Licensed by the Accountants Council at the Israel Ministry of Justice, and a Corporate Finance Valuator (CFV), Quantitative Finance Valuator (QFV), Financial and Economic Modelist (FEM), Operational Risk Actuary (ORA), Life Risk Actuary (LRA), and a Pensions Risk Actuary (PRA) - Certified by the Israel Association of Valuators and Financial Actuaries (IAVFA).

 

  • Having an intensive experience in financial forensics and valuations. CPA. Naor is in the end of her first decade of providing financial forensics and valuation consulting services including implementation, review, and management of dozens of expert opinions for family courts and rabbinic courts in the country.

 

  • A former Auditor, Senior Accountant and Manager in the Family and Divorce Valuation Department of the accounting firm Barlev Associates, economist at Smart Energy Solutions Ltd., Teaching Assistant for accounting and auditing courses in the areas of investigative auditing in the Accounting Department at Ruppin Academic Center and in the Accounting Department of the College of Management - Academic Studies.

david@omdanot.co.il

Mr. David Bachar - Head of Financial Planning

IAVFA ID: 1106

 

  • Manager and owner of C.L.U, Insurance Agency (1989) Ltd., which specializes in providing pension and retirement planning, risk and resource management, planning, a well as solutions for exhaustion of rights in the field of taxation. . Mr. Bachar serves as a certified mediator, an expert witness and a certified arbitrator, a consultant in the field of Commercial Damages and Lost Profits for the Israel Association of Insurance Agents, a member of the Financial Committee of the Israel Association of Insurance Agents, a member of the MDRT Club (i.e., Million Dollar Round Table) of the Premier Association of Financial Professionals and writes professional articles in insurance, tax and legal journals in Israel.

 

  • Graduated certificate studies in financial statements analysis and valuations, insurance law, damages and taxes, accountants and CFOs, board of directors and senior corporate executives course from the Lahav Executive Education of Tel Aviv University, Graduated certificate studies in issues in damages insurance  from from the Center for Continuing Education of Bar-Ilan University, Graduated certificate studies in economic law in criminal and civil aspects from the Institute of Continuing Education of the Israel Bar Association, and Graduated certificate studies in advanced accounting & auditing from the the Institute of Continuing Education of the Institute of Certified Public Accountants in Israel.

 

  • A Chartered Life Underwriter (CLU) - by the American college, and a Corporate Finance Valuator (CFV), a Certified Financial Planner (CFP) - Chartered by the Financial Planning Standards Boar (FPSB), and a Corporate Finance Valuator (CFV) - Certified by the Israel Association of Valuators and Financial Actuaries (IAVFA).

 

  • Having an intensive experience in valuations and economic expert opinions for courts, among his clients: Insureds, Insurers (including Lloyd's), Appraisers, Israel Electric Corporation, IDF, Israel State Attorney's Office, Israel Property Tax and Compensation Fund.

 

  • A former Chairman of the Audit Committee of the Israel Association of Insurance Agents.

The Israel Association of Valuators and Financial Actuaries (IAVFA) is a professional organization, an institution for professional training and a body which specializes in placing professional employees in the financial sector in Israel. IAVFA strives to voluntarily regulate the professions of valuation and financial actuarial science in Israel, both by setting pre-qualification requirements, ethical principles for practitioners in these professions, and by training and certifying quality professionals for these professions. IAVFA provides both placement services in order to integrate its credentialed members in leading positions within the Israeli labor market, and mediation services between valuation consumers and valuation specialists.

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