Idan Levy

Idan Levy is the Managing Director at DC Finance's Global Family Office & High Net Worth Community, a position he has held since October 2016.1 Here's a comprehensive overview of his professional background:

Professional Experience

Current Role: Idan Levy currently serves as the Managing Director at DC Finance's Global Family Office & High Net Worth Community. In this role, he is responsible for international business development and managing high-profile events for wealthy individuals and family offices.1

Previous Positions:

• Business Development and Events Manager: He worked in this capacity at DC Finance Israel from March 2014 to October 2016.1
• International Portfolio Manager: Idan was employed at Mizrahi-Tefahot Bank from January 2012 to March 2014.1

Education

Idan Levy holds the following educational qualifications:

• B.A. in Economics and Finance: Obtained from Bar-Ilan University (2011-2013).1
• High School Diploma with Honors in Economics: Received from Gan Nahum (1999-2001).1

Skills and Expertise

Idan has demonstrated expertise in:

• Organizing financial conferences
• Managing events for high net worth individuals and family offices
• Developing business relationships in the wealth management sector
• Overseeing thorough due diligence processes for event registrants

Language Proficiency

Idan is proficient in multiple languages:

• Hebrew: Native or bilingual proficiency
• English: Professional working proficiency
• French: Professional working proficiency1

Notable Achievements

Under Idan's leadership, DC Finance has organized several high-profile events, including:

• The East Coast Family Office & Wealth Management Conference
• NYC meetings focusing on innovation
• Pre-Art Basel Florida Family Office Conference
• London Family Office & Wealth Management Conference1

These events have featured prominent speakers from various industries and typically attract attendees representing over $100 billion in assets.1

Idan Levy's role at DC Finance involves managing a global network of high net worth individuals and family offices, organizing exclusive events, and facilitating discussions on topics such as innovative technology investments and art investments.1