AGENDA AT A GLANCE: DAY 1

Middle East Investment Summit 2018 Day 1

PREDICTABLY UNPREDICTABLE

09:00

Keynote: Populism, from periphery to power: a renewed anti-globalisation

  •     Examining mounting political risk, reviewing macro perspectives and evaluating global fragmentation
  •     Assessing the ramifications of polarised political systems on asset allocation strategy, global financial markets and the overall returns outlook
  •     Altering strategies reflective of new administration and low volatility and high cross market correlation
  •     Adapting portfolio construction and the allocation of capital in political uncertainty and heightened geopolitical risk 
  •     What can investors expect from protectionism and its impact on global growth - bracing portfolios for ‘uncertainty shocks’
Olivier Rousseau
09:20

Keynote: Rallying markets and stress testing portfolios: ‘remain’ing in Europe under new leadership

  •     Exploring the risk and realities of political shifts in continental Europe, what are the repercussions for the rest of the globe?
  •     Balancing portfolios with vehicles affected by the euro crisis, looking to large equity, currencies and bonds
  •     Withstanding the unexpected in political and market uncertainties and managing expectations
  •     Reviewing the current situation of France, Germany, the Netherlands and Spain
  •     Finding the safe havens in European markets
Panel discussion
09:40

SWF Fund Panel: Traversing evolving global political structures and trends

  •     Leveraging secular inflation and downside risks, examining the geos most affected 
  •     Highlighting 2018’s exposed economic disparities, what are the real implications for investors?
  •     Evaluating global trade patterns, noting the growing global GDP and modest EM growth 
  •     Considering what the bond market is offering in returns – where are the greatest opportunities?
  •     Examining the overall impact on investor portfolios
10:00

Keynote: Politics-proofing portfolios: preparation and protection

  •     Creating a globally balanced portfolio responsive to the uncertain political landscape
  •     Diversifying risk with internationally allocated capital 
  •     Looking to alternatives in fixed income and equity vehicles for secure long-term investing
  •     Planning for the potential shock on large scale, long term investments – which asset classes have the most exposure to political risk? 
  •     Reviewing the new relationship between asset owners and managers in 2018 and beyondReserved for platinum sponsor 
10:20

Speed networking

10:40

Networking refreshments

EMERGING ALTERNATIVES

MACRO TRENDS

ALTERNATIVE REAL ESTATE

11:20

Panel Opportunities of tomorrow: the investment space of 2030

  •     Identifying investment themes to best maximise returns in tomorrow’s opportunities
  •     Where are the emerging alternatives yet to be explored by institutional investors?
  •     Investing in tech and emerging innovation: identifying the opportunities in robotics, autonomous cars and AI as asset classes
  •     Looking to the ultimate alternative alternatives: space, biotech, satellites etc. 
  •     Considering sectors including entertainment and leisure, renewable energy, disruptive tech, data
Siddharth Kumar, Director, Imperium Global
11:20

Panel Global macro strategy spotlight: multi-asset approach

  •     Applying multi-asset strategies, considering current wider global macro themes and the breadth of global growth
  •     Exploring cross and intra-asset allocation strategies – themes and implications
  •     Structuring a multi-asset approach and benefits for large scale investors
  •     Managing risk methodologies
11:20

Panel Alternative property structures and sectors: diversifying against cyclicity

  •     Deciphering the greatest opportunities in line with global structural themes and cross border investment activity
  •     Deliberating new ways to access the market and fight competitive capital: looking to broader co-investment or open-ended debt funds
  •     Considering alternative assets: healthcare, storage, malls, student assets, private rented sectors, farms, hospitality and smart buildings
11:40

Imported sovereign debt dollar issuance: considerations for investors

  •     Reviewing the liberalisation of the financial markets
  •     Addressing lower for longer oil prices
  •     Highlighting the similarities and differences between the GCCs and their rating peers
  •     Analysing determining factors across demographics, growth drivers, debt metrics, fiscal and financial buffers, and domestic drivers
11:40

The ‘real assets’ continuum and the quest for yield

  •     Responding to the expanding range of investment opportunity
  •     Exploring the emergence of alternative real estate subsectors 
  •     Reacting to rapid urbanisation and increasing risk for assets
  •     Highlighting the outperforming assets and markets and noticing the safe havens
11:45

Where are the real diversification opportunities for investors?

  •     Leaving mainstream assets behind: alternatives most suited to the post-crisis environment
  •     Diversifying fixed income portfolios with alternative allocations
  •     Building a global platform to expand revenue streams
  •     Matching return potential of traditional equities
  •     Looking to emerging strategies from real estate to private equity funds to illiquid credit for redeeming opportunistic yields
12:00

Capturing premium returns: looking to private equity

  •     Looking to private equity as an asset class in the current macro environment 
  •     Private equity vs listed equity and access to the asset class
  •     Reviewing the opportunities and risks
  •     Evaluating current trends
12:00

Fighting the right risk/return balance in commercial real estate

  •     Reviewing the unique benefits of the CRE asset class
  •     Securing differentiated, uncorrelated portfolio positioning with real estate private equity  
  •     Evaluating what should be considered when allocating capital to CRE
  •     What role can this asset class play in portfolio diversification?
  •     Reviewing risk management
12:05

Alternative allocations: achieving positive results

  •     Evaluating the role of alternative alternatives in asset allocation
  •     Exploring commercial aircraft, engines and spare parts as alternative asset classes
  •     Examining benefits of a multi-strategy alternative portfolio
  •     Accessing risk, managing volatility and achieving positive results with aeronautics
12:20

Roundtables

Visionary projects: a futurist’s outlook on allocation and investment opportunities of the future

Cryptocurrencies: safe haven or time bomb?

Family office: preparing for generational transition

Establishing and promoting healthier governance

Water - as good as gold?

The ‘Gen2’ portfolio manager: contemporary manager selection

Factor-based investing, does it really work?

13:00

Networking lunch

FRONTIER AND EMERGING MARKETS

PRIVATE EQUITY

REAL ESTATE

14:20

Panel The next frontier: managing market myths

  •     Addressing market concerns: the subordinate governance structure, perceived illiquidity and small-cap deployment
  •     Reviewing the opportunities offered in 2018 frontier markets – robust economic growth, increasing macro development and low correlation
  •     Considering South Asian, Sub Saharan and South American geos as lucrative, front-running frontier markets 
14:20

Panel Private equity: rising above uncertainty and outsized demand

  •     Reviewing the private equity landscape of 2018
  •     Dealing with concentrated P.E demand generated by unreachable public equity and the competition for assets
  •     Evaluating the repositioning of the asset class with threats from surging inflow and increasing levels of co-investment
  •     Exploiting small to mid-market buyout funds and buy and build strategies
14:20

Panel Remaining ‘cautious’ while maximising returns: buying into the global market

  •     Considering opportunities in a ‘cooled’ market and amongst fragile economic growth
  •     Looking to the increasingly narrow property yield gap in developed economies
  •     Exploring long lease strategies, equity vs debt and bottom-up strategies 
14:40

Regional spotlight: India

  •     Recognising the further potential in the country ranked 4th in developing Asia for FDI inflows
  •     Capitalising on regulatory framework changes, demonetisation policy and the stable middle class
  •     Evaluating Indian real estate: generating yield outside the developed ‘gateway’ cities
14:40

Reacting to the threat of dry powder

  •     Highlighting the risks surrounding dry powder in the market
  •     What should investors be cautious of?
  •     Reviewing impact on direct deal flows
  •     Mitigating uncertainties of long-term P.E investments
14:40

CRE: securing a competitive advantage

  •     Examining the niche/emerging sectors 
  •     Overcoming concerns over Brexit
  •     Determining risks surrounding the Chinese economy 
  •     Considering North American uncertainty
  •     Addressing the development of REITs and what means for investors in this asset class 
  •     What will the end of low interest rates mean for your real estate portfolio?
15:00

China: bubble, bust and sense of balance

  •     Evaluating structural, economic and financial reforms
  •     Reviewing reflation and growth targets, the liberalisation of capital markets, rising debt levels and threat posed by US trade agreements
  •     Taking a passive vs active approach to China with a long-term view
  •     Will China really open its fiscal markets?
  •     What is next for Chinese markets and where will the growth come from?
15:00

Secondary markets: a secondary advantage

  •     Accessing liquidity and balancing portfolios across the asset class through the secondary market – evaluating the driving trends
  •     Gaining greater exposure to private companies through secondary transactions
  •     Reacting to companies remaining private for longer – what does this mean for wider investor portfolios?
15:00

Direct deals in real estate

  •     Which real estate sectors are best suited to direct deals?
  •     Reviewing the benefits and challenges of direct ownership
  •     Where are the threats or overvalued assets in this space?
  •     Is the direct investment trend likely to continue?
15:10

Allocating capital in the right geographies

  •     Increasing portfolio exposure to the emerging markets – have they gone too far?
  •     What are the potential risks?
  •     Where can investors expect to look next?
  •     Who is doing this right today?
15:10

Investors and asset managers: the shifting balance of power

  •     Reexamining the value of a collaborative manager connection
  •     Realigning the involvement of fund managers with investment goals
  •     Reviewing the new positioning of LPs in the asset allocation process
  •     Redefining the manager’s role in the 2018 landscape and management of outperforming portfolios Reserved for sponsor 
15:10

Case study: Making a large single asset real estate transaction

  •     Reviewing the large scale, single asset process
  •     Where can investors look for the next big opportunity in premium assets?Reserved for sponsor 

MENA FOCUS

VENTURE CAPITAL

INFRASTRUCTURE INVESTING

15:20

Panel Geopolitical challenges across the GCC: protecting and expanding portfolios

  •     Reacting to regional fragmentation and stabilising risks
  •     Debating the consequences for regional and international investors
  •     What are the most successful investment vehicles for the current environment? 
  •     Moving forward, what might the world expect?
15:20

Panel Investing in tomorrow’s disruptors: venture capital and the Middle Eastern investor

  •     What have investors learned from VC investing thus far?
  •     Why is investing into venture capital different and to what end it stand out from other strategies?
  •     Highlighting the spaces and areas for maximum progress
  •     Identifying return opportunities in the Middle East and beyond
  •     Evaluating effective exit strategies
15:20

Panel Infrastructure - the emerging investment vehicle

  •     Highlighting the advantage of this asset class for investors – increasing requirement for infrastructure inside and outside the developed markets
  •     Delivering low correlation with traditional assets and securing a cash flow to rival that of long term liabilities 
  •     Determining how far infrastructure investment can diversify portfolios and offer robust inflation protection
15:40

The Middle East: investing in the post oil era

  •     Considering the traditional and alternative opportunities in the Middle East 
  •     Evaluating the post oil prospects in the GCC
  •     Implications for MENA and the international investor
  •     Looking to emerging regions and anticipating trends for 2019
15:40

Panel: Venturing beyond geopolitical trends: deploying and raising VC specific capital

  •     Highlighting the current fundraising challenges and evaluating the impact of currency fluctuation, cashflow generation, etc. 
  •     Noting out-performing strategies
  •     Considering the demographical shift towards technology dependence, will the focus on innovation pay off for VC investors?
15:40

Keeping up with the developing world: getting more out of infrastructure

  •     Harnessing innovative investment approaches in infrastructure
  •     Exploring an environment where stagflation remains a concern
  •     Highlighting the opportunities and challenges posed by advancing worldwide urbanization

GROWING ENERGY MARKETS

16:00

Regional specific mega trends: a Middle Eastern transformation

  •     Understanding and reacting to the cyclical and structural trends
  •     Assessing the projected outlook for MENA 
  •     Gauging the impact of macro-economic risks on regional specific asset classes
  •     How will the region keep the upward trends?
16:00

Case study: Ascending to the global stage

  •     Unearthing a start-up with international potential
  •     Developing a regionally focused player into an international company
  •     Reaching the optimum performance for maximum returns and scalable growth
  •     Considering the benefits and risks for the VC, angel and seed investor
16:00

Going green and riding the renewable energy wave

  •     Reviewing long term value propositions in renewables
  •     Considering the future of renewable energy markets
  •     Discovering where the specific vehicles are for investing in wind, wave, solar and geothermal power
16:10

Investment opportunities in the UAE: regional insights, trends and emerging outperformers

  •     Which sectors and asset classes are showing the most promise in the region?
  •     How can these spaces can be most readily and effectively accessed by both regional and international investors?
  •     Evaluating the level of anticipated returns
  •     Looking to local tourism, business, infrastructure etc.Reserved for sponsor
16:10

Investing in SMEs

  •     Uncovering the potential of regional SME investment and exploiting the space
  •     Analysing the growth of crowdfunding and the impact for large scale, long term investors 
  •     Weighing up the risks and rewardsReserved for sponsor
16:10

The outlook for oil: drilling down the facts

  •     Exploring the bigger picture, addressing the macro effect of oil prices on global economies and markets – reviewing investment strategy
  •     How are GCC economies adapting to the slumped oil prices
  •     Speculating oil value for 2018 and beyondReserved for sponsor
16:20

Networking break

MANAGING RISK

17:00

Keynote: Administrating, acknowledging and accumulating risk in investor portfolios

  •     Examining the value of well-defined risk management processes, controls and governance processes
  •     Adopting superior risk management capabilities
  •     Utiilising risk to produce enhanced and repeatable risk-adjusted returns
  •     What are the risk management strategies and structures of the future?Reserved for platinum sponsor 
Martin Botha
17:20

Keynote Interview: Strategies to mitigate risk for an enigmatic future

  •     Reviewing best practice for the institutional investor
  •     Enhancing due diligence and security of risk management requirements
  •     Producing solid, balanced long-term risk-adjusted performance – what is overlooked or underweighted?
  •     Maintaining meaningful allocation to alternatives – what role will this have into 2019?
17:40

Close of day one

18:00

After-hours networking party

last published: 17/Jan/18 06:05 GMT