Leadership & Investment Oversight
Clear judgment and structured decision-making for complex financial lives
Lucid Investments combines executive leadership with independent advisory governance to ensure disciplined decision-making, risk oversight, and long-term stewardship of client capital.
Executive Leadership
Karen Schwok
Founder & CEO
Karen Schwok has over 23 years of experience advising entrepreneurs, multi-generational families and institutions on global wealth management and long-term portfolio governance.
From 2011 to 2017, she served as CEO of Pictet Wealth Management Israel, representing Banque Pictet & Cie SA, one of Switzerland’s leading private banks. Previously, she held senior portfolio management and institutional advisory roles at Bank Leumi and Psagot Ofek, overseeing complex global portfolios.
Karen holds an MBA in Finance from Tel Aviv University and has been licensed as a Portfolio Manager by the Israel Securities Authority since 2004 (License No. 6337).
Industry recognition includes:
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Expert Judge, Globes “40 Under 40” Leadership Project (2025, 2026)
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Leading Women in Finance, Calcalist (2025)
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“40 Under 40”, TheMarker (2016)
Today, Karen leads Lucid Investments with a clear focus on independence, disciplined decision-making and long-term stewardship of client capital.
Advisory Board – Independent Oversight
The Advisory Board provides independent perspective and judgment, supporting Lucid Investments’ long-term investment thinking and risk management framework.
Advisory Board members do not hold executive roles and do not assume fiduciary responsibility. Their mandate is to challenge assumptions, reinforce institutional standards, and contribute independent insight.
The Advisory Board meets periodically to discuss:
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Strategic investment considerations
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Macroeconomic and market developments
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Cross-border and tax-related planning themes
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Business development and best practices
Miri Ben Yehoshua
Miri is an experienced Credit & Risk Management expert, serving as Member of Credit Committees and as Risk Manager at leading Institutional players in Israel - such as the Hebrew University Endowment fund and Atudot Pension fund.
Prior to that, Miri served as the Chairwoman of the Investment Committee at Clalit Healthcare Endowment fund. Miri is also serving as Director and member of the Audit Committee at Sunflower Sustainable Investments (TASE:SNFL).
Miri served as Deputy CEO at Union Bank (2000-2004).
prior to that, she served as Executive Vice President at Mercantile Discount Bank (1995-2000) and Senior Advisor to the Treasury Capital Markets Supervisor (1991-1993) and Senior Economist at the Bank of Israel (1980-1990).
Miri is also a Senior Lecturer at the Israeli Financial Institute (IFI)
Danny Fishman
Co Founder and CEO, Gaia Real Estate a U.S Investment & Asset Management Company and V.C based in NYC. Gaia has $3 Billion of assets under management with ~ 18,700 residential units and office buildings.
Gaia invest alongside leading global insurance companies, pension funds, private funds, foundations, and high net worth individuals, offering investors attractive risk-return adjusted opportunities.
Gaia is also actively investing and promoting proptech start ups aiming to disrupt the real estate industry.
Co-Founder of the Tamir Fishman Group since its foundation in 1996.
Full service investment bank with 180 employess and $6B under management and SOP operation with 60,000 clients. One of the founders of few Venture Capital funds.
In the past he served as Executive Vice President of Y.L.R. Capital Markets Group. In that position, he established and managed private equity funds ,also engaged in investment banking activities locally and internationally.
Previously, Danny was co-head of the privatization unit of the Israeli government, leading privatization processes of large government companies. In this capacity, he represented the government on boards and committees of many such companies.
Prior to this, Danny served as the Real Estate Representative of this same government unit, serving on boards of real estate, construction, infrastructure, rental and development companies, as well as investment and finance committees, evaluating projects and lands for sale.
Danny earned a B.Sc. in Economics & political Science and an M.B.A. in Finance and Accounting from the Hebrew University of Jerusalem.
Gabriel is the Founder and Chief Investment Officer at Quintessential Capital Management.
Quintessential Capital is long/short global equity fund established in 2008 in New York and focused on value investing.
The fund strategy consists in building a concentrated portfolio of high-quality securities, acquired opportunistically when fear, uncertainty or complexity create a significant gap between price and intrinsic value.
Gabriel holds a B.A. from London School of Economics and an M.B.A. from SDA Bocconi, Milan. Gabriel also completed Executive Education Program (USA) in Value Investing at Columbia University.
Gabriel is a regular contributor to the leading financial media Financial Times, Bloomberg and Forbes. Gabriel is also a member of Forbes Finance Council.
Gabriel Grego
Giora Zarenchansky
Giora has held prominent roles in the financial industry for several years. Since 2016, he has served as a director at leading financial institutions, including Yalin Lapidot mutual funds, Leumi compensation fund, and Agur Educational fund for high school teachers.
Prior to this, from 2011 to 2016, Giora was the Chief Investment Officer at Amitim pension funds, which is the largest institutional entity in Israel (USD 110bn AuM).
Earlier in his career, from 2006 to 2011, he served as the CEO of Yashir Investment house, and from 2002 to 2006, he held the position of CEO at Clal Provident funds.
Giora's educational background includes an M.B.A from Tel Aviv University.
