Hapoalim Securities USA, Inc.
Hapoalim Securities USA, Inc. (“Hapoalim Securities”) is a NYSE broker/dealer specializing in value added investment strategy services and products for institutional and high net worth private investors. Our team of experienced and talented professionals is committed to surpassing our clients’ expectations and needs. The firm is a subsidiary of Bank Hapoalim B.M., Israel’s largest bank, whose assets exceed $60 billion. A “super boutique” firm, Hapoalim Securities combines a full product offering with international capability. We maintain unwavering focus on unique investment advice and client service. Hapoalim Securities is particularly well positioned to provide investors with access to Israeli financial markets and companies.
Equity Sales & Trading
Hapaolim Securities provides quality cash and derivative equity execution capabilities to institutional investors around the world. Our client roster covers the gamut of fund strategies including long only, long/short, deep value, distressed, sector specific, index arbitrage, risk arbitrage, and global macro. Our goal is to provide the best execution possible by carefully participating in all pools of liquidity (electronic, exchange traded, or third market) while considering the criteria that affect the movement of stock prices at any given point in time.
Hapoalim Securities redistributes fundamental research on Israeli growth companies written by professional analysts employed by our affiliate, Bank Hapoalim B.M. The research product has an emphasis and strength in diversified sectors, including technology, communications and pharmaceutical companies. The strength of Hapoalim's relationships with these companies allows us to provide clients with access to the managements of the companies as necessary.
Building on Hapoalim Securities’ legacy of servicing Israeli asset managers and corporations, this desk also services high net worth investors, and trades all instruments on behalf of these clients. The Israeli Trading desk has earned an enviable reputation for its expertise in trading stocks of companies listed on both U.S. and Israeli markets.
Financial Institutions Group
Services the investment and trading needs of investors requiring “high touch”, such as bank trust departments, independent trust companies and asset managers who service high net worth individuals. Administrative and operational issues are taken into consideration in all relationships with a goal of simplifying them from the clients' point of view.
Corporate Treasury Services
Building upon the Hapoalim Group’s considerable legacy of banking relationships with Israeli corporations, Hapoalim Securities USA, in conjunction with Bank Hapoalim’s Israeli Business Department, offers corporate financial officers services to assist in the management of corporate cash in accordance with the corporation’s investment policy.
Hapoalim Securities provides expert analysis and valuation of a diverse range of debt instruments; including investment grade and high yield corporate issues. Our fixed income expertise also extends to emerging markets’ sovereign and corporate debt, along with trading and execution services. Our experienced team also offers views on interest rate and credit market fundamentals and related investment strategies.
US Agencies Underwriting, Sales & Trading
The Agencies team is an experienced group of professionals dedicated to servicing our clients' need for AAA rated government sponsored entity (GSE) or “agency” debt. Our clients include regional broker/dealers, institutional asset managers, and corporations. We specialize in underwriting new issues of the Federal Home Loan Bank (FHLB), Federal Home Loan Mortgage Corporation (“Freddie Mac” or FHLMC) and Federal National Mortgage Association (FNMA).
Brokered CDs Underwriting and Distribution
The Brokered CD group assists independent banks in managing their funding needs, a critical function for these financial institutions. Our experienced team of professionals has already underwritten FDIC insured CDs totaling hundreds of million dollars for a wide array of banks. An extensive network of dealer relationships, allowing us to distribute deals of all sizes, complements our capabilities.
Interdealer Bond Brokerage (Vilas & Hickey)
Operating as a division of Hapoalim Securities, this group of "brokers' brokers" has been serving the needs of the market for approximately 30 years. Vilas & Hickey (V&H) provides critical trading and execution for proprietary dealers, regional broker/dealers, and retail brokers. Securities covered include investment grade, convertible and high yield corporate issues, as well as emerging markets’ sovereign and corporate debt.
Private Equity/Venture Capital
Hapoalim Securities is involved with a unique collection of funds ranging from early stage venture capital to mature private equity funds sponsored by Poalim Capital Markets Ltd, one of Israel's most active fund sponsors.
Hapoalim Securities USA, Inc.
One Battery Park Plaza, 2nd Floor
New York, NY 10004