Wednesday, 23 October 2024 | Capital Club - Dubai International Financial Centre

Investment Industry summit 2025

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Brought to you by:

Time for Change:
A New Investment Era

Welcome to Wealth Xchange, the premier event for wealth management and investment in the Middle East. Join us in Dubai on Wednesday, 23 October 2024 for insightful discussions, captivating presentations, and invaluable networking opportunities. Our gathering brings together thought leaders, industry experts, and decision-makers to explore the evolving landscape of wealth management in the region.

Through engaging panels, expert keynotes, and interactive sessions, we delve into the latest trends, challenges, and opportunities shaping the industry. Don’t miss this opportunity to forge valuable connections, exchange ideas, and collaborate with peers and industry leaders in an informal setting that fuels innovation and drives meaningful discussions. Mark your calendar and join us for a day that fosters opportunities for growth in the dynamic Middle East wealth management landscape.

Our Speakers

Monet Goode

FOUNDER

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Emmett Marsh

DESIGN DIRECTOR

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Eleanor Parks

SUSTAINABILITY DIRECTOR

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Jamie Kokot

SERVICE MANAGER

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Karl Holland

SALES MANAGER

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23 October 2024

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09:00

Delegate Registration

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10:00

Welcome & Opening Comments
Katie Chambers | Master of Ceremonies

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10:10

Key takeaways from Middle East Investment Panorama (MEIP) 2024

Nigel Sillitoe | Chief Executive Officer, Insight Discovery

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10:25

Main Room | Morningstar’s best opportunities and proven investment strategies for both institutional and wholesale distributors

Mike Coop | Chief Investment Officer, Morningstar Investment Group, Europe, Middle East, Africa

Breakout 1 | Technology Investment administration and Client Services Deep Dive

Manufacturing and Administering Investment Products – Model portfolios, Blended funds, Pension products etc.
The Five Most Pressing Investment Admin Challenges (from FRS US, EU and Australian conferences in 2024)

David Kenny | Head of Commercial, FRS Dublin

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11:10

Comfort Break

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11:40

Main Room | The future of investment management Vs the forces of AI: How can fund managers add value in a new era?

Peter Jackson | Partner, Fundsmith

Breakout 1 | Sixth Annual II Middle East Forum 2024

Andy Tinnion | Capital International Group

David Noon | Capital International Group

Richard Burden | Canaccord Genuity Wealth Management

Richard Liddle | Bowmoor Capital

Rod Guest | Marlborough

Moderator: Gary Robinson | Publisher of International Investment and International Adviser

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12:15

The Growing Phenomenon of Family Offices in the Middle East: Understanding the Driving Dynamics

What does it take for investment management companies to win the trust of a Family Office?
Which investment strategies currently appeal to Family Offices in the Middle East?

Amine Bentaleb | Managing Partner, Patriumium

Marcus Chin | Chief Investment Officer, Ares Holdings

M.R. Raghu | Chief Executive Officer, Marmore MENA Intelligence

Moderator: George Triplow | Head of Client Development, MENA, Northern Trust Corporation

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13:00

Main Room | Domestic UAE fund regime: the coming tsunami

How many local funds on the way?
What developments for fund operating models?
Can the UAE benefit from regional passporting?
Onshore EOSB schemes will change the game?
Will institutional investors buy local funds?

David Tait | Associate Director of Supervision, Dubai Financial Services Authority

Philip Rose | Founder and Director, H Capital (Dubai) and Halwyn Capital (UK)

Moderator: Tom Bicknell | Partner, Clyde & Co

Breakout 1 | Exploring growth markets for Middle East Investors

What’s in store for India in 2025 and beyond?
Why investors cannot ignore MENA!

Marwan Haddad | MENA Equities Strategy Lead, Azimut

Spike Hughes | Founder and CEO, Cohesion Asset Management Limited

Moderator: Nigel Sillitoe | Chief Executive Officer, Insight Discovery

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13:40

Main Room | Raising capital in the current regulatory environment and the role of MANCOS

Creating the right fund structure: UCITS, Private Markets, AIFs. Domicile: Domestic or International
Building a presence: Marketing, brand and differentiation
Taking a fund to market, what’s best? Inhouse? B2C or third party marketing? Benefits and Costs
Tips for raising capital in the Middle East

Mohamed Mughal | Chief Executive Officer, First Forte Consultancy

Dr. Ryan Lemond | Co-founder/CEO at Neovision Wealth Management

Stuart Alexander | Founder/ Group CEO at GemCap

David Marshall | Senior Executive Officer, Aditum Investment Management Limited

Moderator: Nigel Sillitoe | Chief Executive Officer, Insight Discovery

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14:30

Closing Remarks

Katie Chambers | Master of Ceremonies

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14:35

Lunch