Staying one step ahead

The Thoughts Worth Sharing – Staying One Step Ahead event is the first event of the newly created Thoughts Worth Sharing platform. The platform encourages a healthy exchange of perspectives between opinion leaders and you. 'Thoughts Worth Sharing' encompasses a wide variety of topics covering future trends which may impact investments – and is meant to prepare and inspire you to stay one step ahead of these emerging trends.

Get in touch with us

Come and see us so we can start working to get you closer to your personal financial goals.

Videos from the event

Media Articles

UBS WM Israel Website

Event Program – May 11

Speaker Biographies

Global Chief Economist, Wealth Management UBS

Paul joined UBS Wealth Management in August 2016, and is the Global Chief Economist. He is a member of the Global Investment Committee, a UBS Opinion Leader, a sponsor of UBS Speak Up and a UBS Pride Ally. Paul is responsible for developing and presenting the UBS economic outlook, marketing the UBS view on economics, policy and politics around the world. He regularly appears in the print and broadcast media. Paul started at UBS Investment Bank as an intern in 1992, and was Global Economist.

Paul has an MA in Philosophy, Politics and Economics from Oxford University. He is an Honorary Fellow of St Anne’s College, Oxford, sitting on its investment committee, and is a member of the Vice-Chancellor’s Circle of Oxford. He holds an MSc in Financial Economics from the University of London. Paul is also a co-founder of the Peter Culverhouse Memorial Trust (a cancer research and patient care charity). He is an amateur heavyweight boxer, and keen skier.

Paul co-authored “From Red to Green? How the financial credit crunch could bankrupt the environment” with Julie Hudson, published in August 2011. “Food Policy and the Environmental Credit Crunch: From Soup to Nuts”, also co-authored with Julie, was published in September 2013. Paul contributed to “How the world really works: the economy”, a children’s guide to economics published in May 2014. His book "The Truth About Inflation" was published in April 2015.

Lead Market Head Israel, Wealth Management UBS

Ed Gordon is the Lead Market Head for Israel in Wealth Management. In this role, he is responsible for leading the Wealth Management activities both on- and offshore for clients domiciled in Israel. He is based in Zurich, Switzerland.

Before becoming the Lead Market Head for Israel, Ed held various Desk Head roles covering both Affluent, HNW and UHNW Israel Desks.

Prior to this, Ed was working in the Investment Products & Services (IPS) unit of UBS where he had multiple leadership roles both in Zurich and New York.

Before joining UBS, Ed was working for Lombard Odier Private Equity and CSFB.

Ed holds a Master Degree from the University of St. Gallen (HSG), majoring in Finance, Controlling and Accounting. Additionally, Ed is a CFA Charter Holder and a Certified Wealth Management Advisor – CWMA.

CEO Innovesta Technologies Ltd. & Co-founder Supersonas, NY lead

Yali Harari is the CEO of Innovesta Technologies, a new crowd diligence platform. She is also the SUPERSONAS NY LEAD, Promotes American and Israeli women in and for power junctions.Yali has been leading organizations for over 25 years, and has extensive management background in the technology, software, hardware and services space both in Israel and in the USA. She was the CEO of 3i-MIND, Kamoon Inc and Tescom Israel Ltd. Yali also served as the COO and head of Global Services for NICE systems (NASDAQ:NICE).

Head of UBS Unique and Head of UHNW Germany, Austria, Italy

Mara is a senior manager at UBS Wealth Management and is passionate about driving innovation and delivering an outstanding client experience across all dimensions of great wealth: business, investments, family and legacy. In particular, she is committed to changing the face of the financial Industry to better serve women. She leads UBS's global women's change program, UBS Unique, and heads UBS's UHNW businesses across Germany, Austria and Italy. 

Mara has 17 years of experience in the financial industry and joined UBS in 2000. She is quadrilingual and has held various positions in wealth management, spanning risk transformation & capital management, strategy & organizational design, human resources, business development, sales management, client development and holistic advisory of UHNW clients. 

Mara holds a PhD with highest honors in Political Economy from Fribourg University and a degree in economic policy and econometrics. 

She is board member of the UBS Optimus Foundation in Germany, striving to improve health, education and protection for the world's most vulnerable children, and she is an advocate for multilingualism and integration

Head CIO Sustainable Investing, UBS

Rina Kupferschmid-Rojas is Global Head of Sustainable Investing in the Chief Investment Office at UBS Wealth Management. She is responsible for the Chief Investment Office's sustainable investing strategy worldwide. Rina was previously managing partner and CEO of ESG Analytics, an environmental, social and governance-oriented investment consultancy, and later Social Impact Director at Mastercard. She also is an adjunct Professor at Columbia University on Sustainable Investing and since 2013 has been one of the World Economic Forum's (WEF) Young Global Leaders.She was named in 2014 by Newsweek as one of the leading Women in Tech in NYC. Rina is founding member of the New Innovators Council at the World Resources Institute and is Board Member at IamtheCode, a global movement to teach girls and young women to code as a way to build their creative capacity and help them realize their own potential. Rina founded in 2015 the Impact Lab for the WEF, a boot camp to identify ideas to tackle global social challenges, having launched successfully more than 20 Global Initiatives.

She is an Advisor to the Sustainable Finance Professionals Network at Columbia University and a member of the B-20 Germany Climate Change Taskforce in 2016-2017. She is founder of the Gender Lens Investing Network a partnership between UBS and UNWomen. Rina holds a MA from the University of Fribourg, Switzerland and Certificates on Innovating for Sustainability and Corporate Performance from Harvard Business School and Certificates on Public Policy for the 21st Century from the Harvard Kennedy School and Public Policy and Leadership from Yale.

Founder & CEO, Vibe Israel

Joanna Landau was born in London and moved to Israel with her family when she was 5 years old. She returned briefly to the UK for high school at the Jewish boarding school Carmel College. After serving in the IDF as a paramedic, she read law at Cambridge University where she gained BA and MA degrees. Joanna also holds an MBA, cum laude, from the Herzlia Interdisciplinary Center in Israel. Joanna worked as a lawyer in the high-tech industry and established two Internet start-ups based in Tel Aviv.

In 2009, Joanna founded Vibe Israel, to change the way people think and feel about Israel, and has been leading it ever since. In 2016 Vibe Israel was a finalist in a prestigious international competition by City Nation Place, the global forum of place branding experts, for the Best Use of Social Media in Place Branding Award.

Joanna is a governor of Tel Aviv University, a member of the International Education Committee of Taglit-Birthright, and a board member of the Brand Israel Group in New York. In 2015 she was shortlisted for the Rappaport Prize for a Change Making Woman, and in 2016 she won the popular vote for the most influential woman in management and business, recognized by Saloona, Israel's leading women's online magazine. She lives in Tel-Aviv with her husband and three children.

i24 News Anchor, Media ethics lecturer, IDC

Morning Edition anchor and editor for 24 hour English news network broadcasting from the Middle East to Europe and Africa. https://www.i24news.tv/en/tv/live – broadcast daily two hour morning news edition for international news outlet.

HAARETZ PAPER LTD. 2012-2013 - Managing and Launch Editor Haaretz.com - Video online department head for international news print publication – Set up facilities, hire and manage staff of 15, conceptualize, produce and edit online video reports.

Op-Ed and Magazine writer for both Haaretz and Herlad Tribune

SKY NEWS 2006-2011, Senior Middle East Producer/ Bureau chief

Lead Managing producer for all Middle East breaking news stories for 24 hour news network. Travel Middle East and reported extensively from Lebanon, Syria, Iraq, Jordan and Egypt.

Jerusalem Bureau senior editorial producer in charge of daily coverage of breaking news in Israeli/ Palestinian conflict. Cover Israel, Palestinian territories extensively with assigned local staff.

Middle East Online reporter for Sky’s website during breaking news coverage.

Medical Oncologist, an Associate Prof. of Immunology at Tel Aviv University and Chief Scientist, Ella Lemelbaum Institute of Immuno-Oncology, Sheba Medical Center

Gal Markel is a trained medical oncologist, an Associate Professor of Immunology at Tel Aviv University and the Chief Scientist of the Ella Lemelbaum Institute of Immuno-Oncology at Sheba Medical Center. He completed his PhD in Immunology in 2004 with highest honors, and his MD at 2005, both at the Hebrew University of Jerusalem, Israel. Gal is an internationally recognized expert in translational tumor immunology and clinical immuno-oncology; he is the author of around 90 peer-reviewed papers and the inventor of more than 20 patents. Gal was a co-founder of BoneTone communications, which was acquired by DSPG in 2011 and the founder and CSO of cCAM Biotherapeutics, which was acquired by Merck & Co in 2015. He is the founder and CSO of 4C Biomed Inc and the head of advisory board of Biond Biologics. Gal is a highly active speaker and has given numerous international talks, including TED MED, and has won many national and international awards.

Vice President at Broadcom Limited

Shlomo reports to Broadcom’s co-founder & CTO with extensive responsibilities in R&D, M&A and Technology Roadmaps, as well as overseeing operations in Israel, where Broadcom has acquired 13 companies. He's Chairman of Tel Aviv University Technology Transfer Co and a member of the National Committee for GoI D&O Nomination. Served as Argoquest CTO, with over 60 innovative startups in early stage; after 2 decades in the Israeli Navy, in various capacities, promoting advanced technologies, complex multinational and multidisciplinary programs. In his last position, he was the Navy Chief Material Command, overseeing all R&D, Programs, Logistics and Technology at a R. Admiral rank. Shlomo served on multiple national & international boards & committees; holds US & International Patents and received many Ingenuity Citation, 'creative-thinking' awards and recognitions. In 2013 received a National Recognition from Israel President for contribution to the state economy. In 2016 received the Technion Fellowship Award for his contribution to Israel defense, economics and academia.

Co-Founder , Marketing & Business Development at 24me

Liat is the Co-Founder and CMO of 24me, an award winning Personal Assistant platform which is named by Apple as ‘Best of App Store’, and featured by Google, Apple, Amazon and other leading media outlets such as CNN, Time, Money Magazine and more.

Liat was selected as one of the top 100 female entrepreneurs in Europe, and also listed as one of the 50 most influential women in Israel by Globes Magazine. She holds a B.A. in Computer Science from the IDC Herzliya Israel, where she graduated the first Entrepreneurship program founded by Sam Zell (Chicago). Liat also holds an Executive International MBA from St. Louis University in the U.S.

Liat is a keynote speaker in international conferences, bringing her vast experience with boosting productivity and managing work life balance. She mentors startups and involves in global initiatives to promote women.

Founder & Happiness Innovator, Wekudo

Lee Rubin is the founder of Wekudo, a marketplace for corporate events and activities. It was at the University of Florida where Lee started exploring the idea of being happy. When she worked for a few years in corporate sales after college, she saw companies struggle with turnover and employee satisfaction. She built Wekudo to help address that struggle and instill happiness back into the lives of employees. Lee has a special interest in art and design and believes the road to corporate success is a superior customer experience. Based between Tel Aviv and NYC, she’s determined to uncover the secrets to corporate well-being and customer satisfaction. She also loves cat Youtube videos, IKEA catalogues and colored markers.

Chairman of Tel Aviv University (Executive Council), active founder of a group of high-tech and med-tech companies

Dr. Yaron serves as Chairman of Tel Aviv University (Executive Council), and on the board of Amdocs (DOX). Dr. Yaron serves on the advisory board of the Ministry of Defense.

Dr. Yaron is an active Founding Investor and Founder of a group of high-tech and med-tech companies; P-cube, (acquired by Cisco), PentaCom (acquired by Cisco), Qumranet (acquired by Redhat), Comsys (acquired by Conexant, Texas Instruments), Exanet (acquired by Dell) Hyperwise Security (acquired by Checkpoint) Qwilt, Itamar Medical, Excelero, Equalum, Aqua Security and vEye Security. Dr. Yaron has been serving as board member and/or Chairman of the Boards of these companies since their inception.
Dr. Yaron served as Chairman of the Board of Mercury Interactive (acquired by HP).

From 1992-1995 Dr. Yaron has served as President of Indigo NV, leading the company to an NASDAQ IPO. Prior to joining Indigo served as corporate Vice President of National Semiconductor and was the Founder of National wafer fab in Israel (today Tower-Jazz Semiconductors).

In 2008 Dr. Yaron presented at the Computer History Museum* the revolutionary microprocessor development work he lead with his team at NCS which provides the foundation for the microprocessors as we know them today.

In 2009 Dr. Yaron was granted Honorary Fellowships by The Hebrew University
Dr. Yaron holds a Ph.D. in Device Physics from the Hebrew University has published numerous scientific papers and holds numerous patents.

Get in touch with us

Come and see us so we can start working to get you closer to your personal financial goals.