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Informa

07:30 08:00 (30 mins)

Main agenda

Registration and Networking

08:00 08:10 (10 mins)

Main agenda

Chairman’s Opening Address

08:40 09:20 (40 mins)

FundForum Middle East

Shifting Dynamics in Fund Distribution: Regulation, transparency, fee pressures and squeezed margins

  • How can we align the interests of clients and advisers, and move away from driving business via commissions?
  • Update on regulation:  what will the impact of recent regulatory change be for mutual funds distribution in UAE?
  •  Building partnerships: how should product manufacturers and fund selectors work together to ensure all parties’ interests are met

09:20 10:00 (40 mins)

FundForum Middle East

Middle East as A Centre for Wealth Management: Can we talk of a distinctly Middle Eastern Wealth Management Industry and what business models are best suited to this market?

10:00 10:30 (30 mins)

Main agenda

Morning Coffee

10:30 11:15 (45 mins)

FundForum Middle East

The Digital Revolution in Wealth Management: Transition of wealth management into the digital era: Robo-Advisors and beyond

11:15 12:00 (45 mins)

FundForum Middle East

Wealth Management, Technology and Enhancing the Customer Experience: What systems, solutions and other tools are making a difference in the client experience & do we have adequate tools to engage customers?

12:00 13:30 (90 mins)

Main agenda

Networking Lunch & End of FundForum Middle East

13:30 14:00 (30 mins)

FundForum Middle East

Sharia Investing: Is there product available to ensure investors achieve their investment goals?

14:00 14:30 (30 mins)

FundForum Middle East

Responsible Investing and ESG: To what degree will these factors determine investment decisions in the future?

14:30 15:00 (30 mins)

FundForum Middle East

The Future for The Family Office - What is the optimal business model?: Examining the benefits of scale and sophistication, outsourcing versus in-house asset management & whether the multi-family office model is sustainable long term

15:00 15:30 (30 mins)

FundForum Middle East

Best-Practice Fund & Manager Selection: What criteria will win out in a new environment where transparency is king?

15:30 16:00 (30 mins)

FundForum Middle East

Asset Allocation & Discretionary Fund Management: How to deliver relevant, outcome-based portfolios for clients, managing expectations and adjusting a home bias in asset allocation in the quest for alpha generation

16:00 16:30 (30 mins)

Main agenda

Afternoon Tea

16:30 17:30 (60 mins)

Main agenda

The Investor Academy

 A closed door peer-to-peer session for our VIP fund buyers to discuss their concerns for the direction of play in global wealth management