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Private Banking World Middle East 2009 offers a limited number of prestige speaking opportunities to qualified partners.
Do you have a story to tell?
Do you have expertise in this market that you want to share?
Have you benefited from a product or service that could help others?
Presenters and panellists will be specially selected industry leaders and experts that will share their vision and practical strategies.
There are a limited number of opportunities for sponsors to participate in the conference presentations.
Opportunities include:
- Keynote presentations
- Client case study presentations
- Panel sessions
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Day One: Tuesday 8th December 2009Day One: Tuesday 8th December 2009
9am Chairman’s opening remarks
CEO, Bahrain Association of Banks
THE UNIQUE OPPORTUNITY SET IN THE GCC9.10am Opening Keynote Address: An Economic assessment of the
Middle East and its impact on the private banking sector
- Measuring the immunity of the Middle East from the global destruction of wealth
- A current assessment of the value and viability of Middle Eastern HNWIs for private banking services
- The downturn in real estate, the drop in oil prices and the plateau of infrastructure projects. How is this affecting the Middle Eastern HNW population and where are they looking to put their money
- The appetite for leveraging in the Middle East and its impact on liquidity
Chairman , Bahrain Association of Banks
9.40am Keynote panel: Where is Middle East private banking
heading?
- Adapting to shifting demographics and volatile economic conditions
- Exploring the trends in Middle Eastern private banking
- Expectations of the Middle Eastern HNW population, their needs, preferences and the growing importance of Shariah compliant products
- Have lessons been learnt form the credit crunch? Will aggressive investing be curbed?
Head of Private Banking, Middle East, ABN Amro Managing Director, Middle East Representative Office, Lombard Odier Darier Hentsch & Cie Head of Wealth Management Products, Abu Dhabi Commercial Bank
10.25am Keynote address: Re-establishing trust in private banks
- Building and maintaining client trust by delivering on brand promises
- What you can do to differentiate yourself from your competitors
- What your brand means to your client set and assessing how relevant it is in terms of both Bull and Bear markets
- Winning ‘wallet share’ – maximising opportunities with clients and establishing loyalty
- The importance of developing a strong brand identity now more than ever
Head of Private Banking, Middle East, ABN Amro
11am Morning Refreshments and networking break PRIVATE BANKING BUSINESS MODELS11.30am Panel session: Private banks vs. Multi-family offices
- How will the HNW best be served
- Examining the increasing rate and popularity of multi-family offices
- Adding value - the need to implement personalised services
- Can private banks capitalise on the popularity of multi- family offices through partnership solutions?
Managing Partner - International, Family Office Exchange Managing Director, Ferguson Partners Family Office Partner, The Family Office Company
12.15pm Optimising collections-achieving effectiveness as well as efficiency
- Demographic Market Trends and Challenges facing Banks today for Collections
- Paradigm Shift in Collections Business from “then” to “now”.
- Best Practices for smart collections by leveraging the right tools and metrics to minimize delinquencies
- Technology as an enabler to not only streamline collections processes, but also to improve the overall quality of every collections interaction while also lowering the operating costs
Vice President, Asia Pacific & Middle East, Aspect Software
1.55pm What is the difference between private banking and wealth management?
- Are all private banks also wealth managers?
- Is there a significant difference in the type of advice offered?
- How have client requirements been affected by recent experience?
- Which institutions are in a position to meet these changing needs?
- Is the family office a flagship for change or just another label?
Managing Director, Maslinski & Co
ASSET ALLOCATION AND INVESTMENT STRATEGIES2.25pm Enhancing you investment portfolio – using meaningful and
transparent performance reporting
- Examples of rampant misalignment of interest
- Understanding risk and making money when everyone is terrified into freeze mode
- The importance of Independence, Transparency and Alignment of Interest
- The value of meaningful and transparent reporting
- Judgment, Conviction, Discipline and getting the big decisions right
CEO, Capital Growth Management
2.55pm The adaptability of ETFs in matching the needs of investors
- The proliferation of ETFs: the reasons behind their rapid growth
- Accessing diversified and cost effective asset allocation tools
- Selecting the right ETF for the right reasons: Identifying the correct ETFs for different types of portfolios
- The advantages of using ETFs to rebalance your portfolio
- ETFS as a complementary exposure tool to other investment vehicles
Head ETF and indexed Funds Development, BNPPAM-Easy ETF Platform, BNP Paribas
4pm Afternoon refreshments and networking tea break4.30pm Case Study: Investing in gold – the strategic case
- Examining recent price trends and relative performance
- Exploring the strategic properties of gold
- How to make sensible investments in gold
- Forecasting the demand and supply of gold
Investment Research Manager, World Gold Council
5pm Panel session: Adapting portfolios to reflect a changing
investment climate
- Investing in hedge funds, private equity, infrastructure and real estate an objective assessment of their attractiveness and appropriateness in the current Middle East market
- How are alternate investment strategies evolving? Which asset classes are delivering the best results
- Creating a product selection and distribution strategy to match clients needs
- Superior asset allocation through open architecture
- Is diversity the key to effective risk management? Is this what the Middle Eastern investor wants?
Managing Director, Bank Sarasin-Alpen (ME) Ltd Director of Client Relations, RBC wealth management
5.45pm Chairman’s closing remarks |
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Investment Community Partner
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