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Informa
08:30 - 09:00 30 mins
Main agenda
Registration and Networking
09:00 - 09:05 5 mins
Main agenda
Chairman’s Opening Address
09:30 - 10:15 45 mins
FundForum Middle East
Shifting Dynamics in Fund Distribution: Regulation, transparency, fee pressures and squeezed margins
  • Moderated by: Martin McGuigan - Partner, McLagan
  • Sean Kelleher - CEO, Mondial
  • Tomasz Bortnik - Head of Wealth Management Product UAE & MENA, Citi
  • Snehal Urankar - Head of Investment Advisory, Nexus Group
  • Tim Searle - Chairman, Globaleye
more
  • 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
10:15 - 10:45 30 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?
  • Gary Dugan - CIO, Emirates NBD Wealth Management
  • Deepak Mehra - Head of Asset Management & Advisory, Commercial Bank of Dubai
  • Ghassan Soufi - Advisor, Family Offices/HNWI in Saudi Arabia
  • Yunus Selant - Regional Manager Middle East & Africa, Allfunds
more
10:45 - 11:15 30 mins
Main agenda
Morning Coffee
11:15 - 11:35 20 mins
FundForum Middle East
GGC Wealth Report
11:35 - 12:15 40 mins
FundForum Middle East
The Digital Revolution in Wealth Management: Transition of wealth management into the digital era: Robo-Advisors and beyond
  • Moderator JB Becket - Author, #NEWFUNDORDER
  • David Martínez de Lecea - Principal, Roland Berger
  • Bhaskar Prabhakara - Founder, WeInvest
  • Damian Hitchin - CEO, Swissquote
more
12:15 - 12:40 25 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?
  • Damian Hitchin - CEO, Swissquote
more
12:40 - 14:00 80 mins
Main agenda
Networking Lunch & End of FundForum Middle East
14:00 - 14:20 20 mins
FundForum Middle East
Investing in Equality Impact Investing and Gender
14:20 - 14:40 20 mins
FundForum Middle East
ESG in Middle East: How to establish ESG as a key investment criteria: which model to follow, looking to Europe, China or the US or should the Middle East forge its own path based on Islamic Finance
  • JB Becket - Author, #NEWFUNDORDER
more
14:40 - 15:00 20 mins
FundForum Middle East
Responsible Investing and ESG: To what degree will these factors determine investment decisions in the future?
  • Suresh Mistry - Director, Alquity
more
15:00 - 15:20 20 mins
Main agenda
Afternoon Tea
15:20 - 16:00 40 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
  • moderated by Noor Quek - CEO & Founder, NQ International Pte. Ltd.
  • Karim Ghandour - Managing Director, Legacy Line Family Office
  • Aliasgar Tambawala - Chief Investment Officer, Massar Investments
  • Aroop Datta - CFO, Abdulrahman Al Ghurair Investments LLC
  • Hisham Elhaddad - Co-founder and Managing Partner, HOF Capital
more
16:00 - 16:30 30 mins
FundForum Middle East
Best-Practice Fund & Manager Selection: What criteria will win out in a new environment where transparency is king?
  • Waheed Qaiser - President, Maxim LLP
  • Lina Taher - Deputy CIO, Friends Provident International
  • JB Becket - Author, #NEWFUNDORDER
  • Simon Hopkins - CEO, Milltrust
more
16:30 - 17:00 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
  • Vikas Sengupta - Chief Investment Officer, Guardian Wealth Management
  • Damien Maltwood - Investment Director, Quliter Cheviot
more
16:30 - 16:35 5 mins
Main agenda
End of FundForum Middle East & Africa