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Informa

07:30 08:00 (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

  • 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
  • Sean Kelleher - CEO, Mondial
  • Tomasz Bortnik - Head of Wealth Management Product UAE & MENA, Citi
  • Phil Story - Head of Distribution , ITA
  • Snehal Urankar - Head of Investment Advisory, Nexus Group

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

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

  • David Martínez de Lecea - Principal, Roland Berger
  • Bhaskar Prabhakara - Founder, WeInvest
  • Albert Reiter - Managing Director, e-fundresearch.com & investRFP.com

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

12:40 14:00 (80 mins)

Main agenda

Networking Lunch & End of FundForum Middle East

14:00 14:20 (20 mins)

FundForum Middle East

Sharia Investing: Is there alpha/baraka in Sharia compliance

  • John Sandwick - General Manager, Safa Investment Services

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

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

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

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?

  • Lina Taher - Deputy CIO, Friends Provident International
  • JB Becket - Author, #NEWFUNDORDER

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

16:30 16:35 (5 mins)

Main agenda

End of FundForum Middle East & Africa