Middle East Investment Summit Day 1

THE NEW ABNORMAL

09:00

Chairman’s remarks

Mark Mobius
09:05

Keynote: Emerging Markets: the Global Economic/Cultural Revolution

  • Reviewing the history of emerging markets
  • A look at the future of emerging markets 
  • Emerging market stock market developments, growth and socio-economic considerations 
  • implications for reform and economic growth with a view on contributing factors, including: inflation, foreign reserves, currency movements, debt, internet and communication
Panel discussion
09:35

Keynote Panel: Navigating a period of market volatility and anaemic global growth

  •     Evaluating the trends shaping the global economyo    Secular stagnationo    The US economic outlooko    Interest rates outlook o    Liquidity challengeso    Uncertain oil markets
  •     How are global investors adapting their investment strategy as a result of economic ambiguity
  •     What investors can anticipate from the current outlook?  
  •     Impact on portfolios and implications for MENA 
Kevin Murphy, Chief Investment Officer, Kanoo Group
10:15

Speed networking

10:40

Morning refreshments

11:00 Streams begin: attendees can visit any of the conferences below

HUMANS VS ROBOTS

INTERNATIONAL CASE STUDY

11:00

FinTech Innovation: from Robo-Advisors to Goal Based Investing and Gamification

  • The theory of innovation
  • Robo-Advisors: neither robo nor advisors
  • The transformation of investment management
  • Social and technology mega trends
  • Why investment planning and advice will converge.
  • Hints on gamification
11:00

Invest in Great Britain: A land alive with opportunity

  • Exploring investment opportunities in the United Kingdom
  • Assessing alternatives by creating new ‘powerhouse cities’ and their investment potential
Philip Parham, HM British Ambassador to the UAE, British Embassy

ALTERNATIVE REAL ESTATE

11:20

Personalising the decision-making process with robo-advisors

  • Personalising the investment process to individual needs 
  • Overcoming the probability of falling short of personal goals
  • Increasing the interaction between advisor (robo or human) and investor
  • Eliciting risk tolerances, ambitions and preferences more consistentlEvaluating performance, benefits and any danger
11:20

Panel: Demographic and macro forces driving new opportunities in the real estate market

  • Factoring in generational shifts into real estate demand
  • The impact of demographic and technology trends on the real estate market
  • What impact will new office business models like the sharing economy have on the commercial real estate sector? 
  • Will ecommerce disrupt shopping centers and traditional retail real estate investments?
Khalid Al Balushi, Director of Investments, ASAAS
Thiago Kallas, Managing Partner, Kallas Asset Management
11:40

Integrating robo-advisors

  • Responding to pressure from lower-cost, tech-enabled robo-advisors
  • Utilising automated digital businesses 
  • Promoting passive investing 
  • Providing automated portfolio rebalancing and tax optimisation 
  • Engaging customers on personal goals and behaviour 
  • Clearing up industry uncertainties
  • Combining robo-algorithms with human advisors harmoniously

HEDGE FUND EVOLUTION

12:00

Passive verses active investing in Emerging Markets

  • Considering the hedge fund strategies across emerging markets
  • Addressing active investing as a good methodology
  • Using ETF/s and Indices to invest in emerging markets
12:00

What are the next undervalued real estate classes and markets worth considering?

  • Looking at opportunities in the alternative real estate space
  • Quantifying the risk/return spectrum of real estate in growth markets
  • Is private real estate a safe haven?
12:20

Volatility investing in an uncertain world

  • Drivers of volatility markets amid rising global uncertainty
  • Why do investors sell volatility for yield enhancement
  • Using volatility as portfolio insurance
 
Barry Thomas, Partner, Argentiere Capital Ag
12:20

Panel: Institutionalisation of Real Estate Investments in the GCC

  •     Increasing investments from asset managers, insurance and pension funds in real estate
  •     Geography, asset class, yield targets
  •     The arrival of REITs in the region
  •     Value add of institutions to the real estate investment landscape
  •     Considering the mindset of an LP 
     
Tim Rose, Head of Real Estate, ENBD REIT (CEIC) Limited
Muhammad Farooq Zahid, Vice President, Private Equity & Real Estate Investments, NCBC
12:40

Insurance Linked Investments: A Diversifying source of yield

  • The development of the insurance-linked securities (ILS) market
  • Investment opportunities in Non-life and Life Insurance (catastrophe bonds, collateralised reinsurance, mortality bonds)
  • Resilience through times of market volatility  
 
13:00

Roundtables

Fostering VC activity in MENA

Alvaro Abella, Managing Partner, Beco Capital

Goal based investing, adapting to a new normality in asset management

India: Sustainable Outlier (not just in the EM basket)

Gaurav Aggarwal, Managing Director, Metis Capital Management Ltd.

Market efficiency vs subjective value: an approach to persistent alpha generation

13:30

Networking lunch

MACRO TRENDS I

VENTURE CAPITAL

14:30

Panel: Capturing returns from long term social and demographic trends

  • As consumers and businesses continue to digitize – where should you be looking to invest? 
  • How to make money from the world’s aging population
  • Avoiding busts and bubbles 
Amjad Ahmad, a, Precinct Partners
Siddharth Kumar, Director, Imperium Global
14:30

Panel: The start-up ecosystem – finding the next unicorn in the MENA region

  • The UAE focus on innovation – will it pay off for VC investors? 
  • Making the most of the increasing quality and creativity of startups in the region
  • Where to look for startups with maximum potential
  • what does it take to create the next unicorn in MENA and how can VCs and other investors support them?
Moderator: Alvaro Abella, Managing Partner, Beco Capital
15:00

The rise of the sharing economy

  • Which companies and sectors are at risk to disruption? 
  • Can sharing businesses offer longevity for investors? 
  • Where will future growth come from?
15:00

Sector spotlight – capitalising on the emergence of tech investment in MENA

  • What is driving the wave of investment into tech companies?
  • Are there untapped opportunities?
  • Examining how the investment activity might evolve in the years to come
 

FINTECH DISRUPTION

15:20

Blockchain: transforming how the asset management industry operates

  • Preparing for significant changes to business models
  • Creating fully functional smart contract applications 
  • Eradicating the traditional settlement process
  • Trading directly and cutting out the middleman
  • Bringing costs down
  • Which type of blockchain - public, private, the consortium blockchain, etc. - is “right” for finance
15:20

Strategies for VC and angel investors

  • Notable outperforming strategies for LPs to consider
  • Effectively managing exit strategies
  • Anticipating trends for 2017
15:40

Empowering the capital markets in the Internet Age

  • Exploring 15 years of regulatory defense cases shape FinTec solution
  • Generating One app to rule them all
  • Highlighting the benefits of Blockchain enabled technology
  • Compliance: a geo legal perspective
Frank G. Georgoulas, Managing Director, Registerex
15:40

Corporate venture capital as a catalyst for radical innovation

Kamal Hassan, General Partner, Turn8
15:50

Networking break

CREDIT MARKETS, TRADING STRATEGY AND INNOVATION

PRIVATE EQUITY

16:10

Are low interest rates here to stay?

  • How long will the low rate era last?
  • What impact have ultra-low interest rates had on the broader economy?
  • Consequences for investor portfolios and capital misallocation
16:10

Panel: Portfolio value creation in a volatile, slow growth economy

  • What challenges has the low cost of capital environment posed for PE firms? 
  • Will increased volatility create new M&A opportunities?
  • The impact of Brexit on European opportunities
Mo Bississo, Director and Principal, Kasamar Holdings
Omair Rana, Head of Direct Investments and International Real Estate, AWJ Holding Company
BADAR AL SHANFARI, General Manager, Oman National Investment Corporation SAOC
16:40

Examining likely outperformers for emerging market private equity

  • Can emerging markets outperform in a slow growth economy?
  • What does the latest research into the MENA region show? 
  • The best of the BRICs
16:50

Automation and algorithm driven trading – ruling out emotion

  • Can this strategy provide profit in all market conditions?
  • Using algorithmic driven trading to grow portfolios and secure increased income
  • Making sound decisions without emotional influence
16:50

Credit cycles and quest for alpha in GCC real estate investing

  • Exploring the macro drivers of GCC real estate in 2017
  • Assessing the liquidity and credit cycles impacting the asset class
  • Considering effects of surging Saudi Arabia
  • Looking to securitized property and capital markets innovation
Matein Khalid, CEO, Asas Capital
17:00

Panel: Market spotlight on Saudi Arabia

  • Vision 2030 - a radical national modernisation
  • What do macro developments mean for the rest of the MENA region?
  • Investing in the future of technology impact on both the country and the sector 
  • What new opportunities have been created for PE investors   
17:40

Close of day one

18:00

After-hours networking party

last published: 21/May/17 06:35 GMT