MENA PEA_10th Annual Private Equity and Venture Capital Report for 2015
GAIM ME PROGRAM
1. Founding Sponsor:
November 16-19, 2008
Dubai International Exhibition Centre, UAE
Targeted Knowledge on Alternative Investment and the Middle East
First Hand Insight from the New Titans
MEET
THE DECISION
MAKERS
Platinum Sponsor: Gold Sponsors:
Sir Win Bischoff
Chairman
CITI
The Uncertainty of Business –
Investment, Transition and Crisis
James Wolfensohn
Former President
THE WORLD BANK
The Responsibility of Business – Society
Needs Businesses to Be Accountable
Be inspired by the Visionaries’ Keynote Addresses:
Nasser Saidi
DIFC
UAE
Eric Meyer
SHARIAH CAPITAL
USA
Joseph Joseph
GLOBAL
INVESTMENT HOUSE
KUWAIT
Dr. Robert B. Litterman,
GOLDMAN SACHS
ASSET
MANAGEMENT
USA
Praveen Jagwani
EFG Hermes
UAE
Guido Schlegel
CREDIT SUISSE
UAE
Hani Kablawi
BANK OF NEW
YORK MELLON
UAE
Miguel Gutierrez,
THE ROHATYN
GROUP
USA
Mohammed Al Mualla
ABU DHABI
INVESTMENT
HOUSE
UAE
Ahmed Butti Ahmed
DUBAI CUSTOMS
and DUBAI WORLD
UAE
Ian MacDonald
DMCC
UAE
Christopher Durand
ADIC
UAE
Deepak Gurnani, INVESTCORP,
Bahrain
Eric Swatts, RASMALA INVESTMENTS,
UAE
Shakir Mahmood, MAJID AL FUTTAIM
TRUST LLC, UAE
Drew Fox, ING CLARION REAL ESTATE
SECURITIES, USA
Nick Tolchard, INVESCO ASSET
MANAGEMENT LTD, UAE
Scott Callendar, AXA IM, Qatar
Stefan Cowell, ABU DHABI RETIREMENT
PENSIONS AND BENEFIT FUND, UAE
Mustafa Faird, DUBAI CAPITAL GROUP, UAE
Loveen Israni, JUPITER INVESTMENT CORP, UAE
Eric Lazear, FIM, USA
Adnan Hassan, THE WORLD BANK, USA
Pippa Malmgren, THE CANONBURY GROUP, UK
Drosten Fisher, THE MONITOR GROUP, USA
Mohammed Al Tajer, CENTRAL BANK OF
BAHRAIN, Bahrain
Maryam Al Suwaidi, EMIRATES SECURITIES
AND COMMODITIES AUTHORITY, UAE
Mona Aboelnaga Kanaan, PROCTOR INVESTMENT
MANAGERS LLC, USA
Nigel Stillitoe, THAMES RIVER CAPITAL, UK
Bill Grayson, FALCON GROUP, USA
Sean Reynolds, VAN ECK, USA
Keith Reid, DAMAN SECURITIES, UAE
Ron D’Vari, BLACKROCK, USA
John Hathaway, TOCQUEVILLE ASSET
MANAGEMENT, USA
Russell Lucas, LUCAS CAPITAL MANAGEMENT,
USA
Wolfango Piccoli, Analyst, Europe & Eurasia,
EURASIA GROUP, UK
Nick Tolchard, Head of International
Development, INVESCO ASSET
MANAGEMENT LTD, UAE
Robert Bush, CEO, MAJLIS CAPITAL, UAE
Robert Russell, AVENUE CAPITAL, UAE
Lou Gerken, Chairman & CEO,
GERKEN CAPITAL ASSOCIATES,
USA
60+Elite Industry Speakers
Regional Allocators │ Leading Thinkers │ Expert Practitioners
Exclusive to GAIM Middle East
Network with over 1,500 of the region’s most
influential business and renowned thought
leaders from across the globe at Leaders in
Dubai Business Forum
Celebrate regional
business excellence at
the 2nd
Annual Middle
East Business Achievement Awards Gala Dinner. Join
regional leaders in awarding superior performance in the Gulf’s
top organizations
Haissam Arabi
SHUAA ASSET
MANAGEMENT
UAE
Orhan Osmansoy
THE NATIONAL
INVESTOR, UAE
Meet Middle Eastern institutional
investors to discover their unique
characteristics, performance goals
and risk appetites
Access world-class deals, talent
and ideas to increase investment
returns and assets under management
Profit from triple digit returns in the
Middle Eastern market – Gulf
commodities, Real Estate
and Energy
Gala Dinner Sponsor:
w w w . g a i m - m e . c o m
3. 3:15 Afternoon Tea Break
4:00 EXCLUSIVE
The Responsibility of Business – Society Needs Businesses to Be Accountable
James Wolfensohn, Former President of THE WORLD BANK (1995 - 2005)
5:30 Ahlan Wa Sahlan! Networking Reception
8:00 The 2nd
Annual Middle East Business Achievement Awards and Gala Dinner
3To Register • Call 888.670.8200 • Fax 941.365.2507 • Email register@iirusa.com
AGENDA AT A GLANCE
7:00 Pre-registration 8:00 Opening Gala Dinner
SATURDAY, NOVEMBER 15, 2008
MONDAY, NOVEMBER 17, 2008 VOLATILITY AND LIQUIDITY – GENERATING ALPHA IN 2009
8:00 Registration and Breakfast
9:00 Opening Remarks from Conference Chairperson
Adnan Hassan, Former Senior Advisor, THE WORLD BANK, USA
9:15 2009 Global Investment Outlook – The Role of Geo-Politics in Shaping the World Financial Markets
Nasser Saidi, Chief Economist, DIFC, UAE
Pippa Malmgren, President, THE CANONBURY GROUP, UK
Wolfango Piccoli, Analyst, Europe & Eurasia, EURASIA GROUP, UK
9:40 How Developments in the Gulf Investment Environment Are Affecting Future Returns in the GCC Region
MODERATOR - Haissam Arabi, Managing Director, SHUAA ASSET MANAGEMENT, UAE
Deepak Gurnani, Managing Director Asset Management, INVESTCORP, Bahrain
Praveen Jagwani, Director - Asset Management, EFG HERMES, UAE
Joseph Joseph, Senior Investment Manager, GLOBAL INVESTMENT HOUSE, Kuwait
Orhan Osmansoy, CEO, THE NATIONAL INVESTOR, UAE
8:00 Registration and Breakfast
9:00 Opening Remarks from Conference Chairperson
9:10 Shari’ah Asset Management: Significance of the Seeding Model to Incorporate Alternative Investment
Structures within Islamic Law
Eric Meyer, CEO, SHARIAH CAPITAL, USA
Ian MacDonald, Executive Director, Gold, DMCC, UAE
Mustafa Faird, CEO, DUBAI CAPITAL GROUP, UAE
9:30 The Investment Managers: Successfully Managing Hedge Fund Operations in Accordance with Islamic law
John Hathaway, Senior Manager Director, Portfolio Manger, TOCQUEVILLE ASSET MANAGEMENT, USA
Russell Lucas, Co-Founder, Portfolio Manager, LUCAS CAPITAL MANAGEMENT, USA
10:00 Panel Session: Shari’ah Focus – Islamic Alternative Investments
Eric Meyer, CEO, SHARIAH CAPITAL, USA
Mohammed Shaheed Khan, Senior Vice President, ISLAMIC FINANCE CO., UAE
10:20 Networking Break
11:00 Taking Advantage of Increased Volatility Resulting from the Credit Crunch and Lack of Market Liquidity
Sean Reynolds, Portfolio Manager, VAN ECK, USA
Michael Preiss, Associate Director, HSBC MIDDLE EAST, UAE
Anatoly Romanovsky, Investment Director, HERMITAGE CAPITAL, UK
Hani Kablawi, Managing Director, Head of Middle East and Africa, BANK OF NEW YORK MELLON, UAE
Track A
Alternatives to Alternatives – A Strategies Showcase
Track B
Traditional versus Emerging Markets
3:30 Achieving Higher Returns Through Sustainable Development and Environmentally Driven Investing
Hilary Joy Kramer, Founder and CEO, GREENTECH RESEARCH LLC, USA
Selecting the Most Appropriate Jurisdiction – Middle East Domiciled Hedge Fund versus Offshore Alternatives
Loveen Israni, Managing Director, JUPITER INVESTMENT CORP, UAE
Fawaz Elmalki, Associate, CONYERS DILL & PEARMAN, UAE
3:45 Real Estate – Identifying the Pockets of Opportunity in the Middle East, Europe, the US and
Across the Globe
Drew Fox, Senior Vice President, ING CLARION REAL ESTATE SECURITIES, USA
Waseem Anwer, Managing Director, CHICAGO CAPITAL GROUP, USA
Opportunities in Real Assets – Commodities, Agriculture and Infrastructure
Nasir Hasan, ABU DHABI INVESTMENT COMPANY, UAE
Miguel Gutierrez, Partner – Head of Illiquid Strategies, THE ROHATYN GROUP, USA
4:00 Seeking Uncorrelated Betas Beyond Stocks and Bonds – Nanotechnology, Art Funds and Other Alternatives
to Alternatives
Keith Reid, Senior Manager, DAMAN SECURITIES, UAE
China Versus India – A Tale of Two Growth Engines
Viren Khanna, Principal, LUCROS ADVISORS, UAE
4:15 Dislocated Markets – Opportunities in Distressed Debt and Event Driven Strategies
Ron D’Vari, Managing Director, BLACKROCK, USA
Robert Russell, Senior Portfolio Manager, AVENUE CAPITAL, UAE
Surpassing the Benchmark in Latin America: Brazil and Other Opportunities in Central & South America
Lou Gerken, Chairman & CEO, GERKEN CAPITAL ASSOCIATES, USA
Alexander Gorra, Head of International Platform, BNY MELLON ARX, Brazil
11:35 Convergence of Business Models – Hedge Funds, Private Equity and Real Estate - Blurring the Lines in
the Search to Achieve the Highest IRRs and Increase AUM
Brij Raj Singh, Founder and CEO, BAER CAPITAL, UAE
Ken Lehman, Managing Director, KENDALL INVESTMENTS LLC, USA
Richard Dallas, Managing Director, Investments, GULF CAPITAL, UAE
12:05 How Leading Funds Are Managing Their Balance Sheet and Exposure to Counterparty Risk
Eric Lazear, Head of Operations, FIM, USA
Lauri Martin, Global Deputy Head of Structural Risk, UBP, USA
John M. Budzyna, Managing Director and Head of Hedge Fund Consulting, DEUTSCHE BANK
SECURITIES, INC., USA
Hassan Nasser, Financial Compliance Director, DUBAI MULTI COMMODITIES CENTRE, UAE
12:35 Luncheon
1:45 EXCLUSIVE
The Uncertainty of Business – Investment, Transition and Crisis
Sir Win Bischoff, Chairman of CITI
2:30 Quick Fire Showcase of Hedge Funds
3:00 Afternoon Tea
Track A
Advancing Alternatives & Fund Management For Fund Managers,
Asset Managers, Investment Officers
Track B
Strategic Investments in Alternatives For Investors and Allocators
1:30 Market Depth in the Gulf – New Structures and Instruments for Improving Alternative
Investment Strategies
Eric Swatts, Partner and Head of Asset Management, RASMALA INVESTMENTS, UAE
Shakir Mahmood, V.P. International Investment, MAJID AL FUTTAIM TRUST LLC, UAE
Strategic Asset Allocation – What Will Determine the Competitive Edge for Top Returns When Incorporating
Hedge Funds Into an Asset Allocation Framework?
Mohammed Al Mualla, Principal – Investment Placement, ABU DHABI INVESTMENT HOUSE, UAE
Dr. Robert B. Litterman, Managing Director, Quantative Resources, GOLDMAN SACHS ASSET
MANAGEMENT, USA
Guido Schlegel, Multi Asset Class Solutions Middle East, CREDIT SUISSE, UAE
2:05 Creative Alternatives in Financing – Using Permanent Capital to Actively Manage the Liability Side of a
Fund’s Balance Sheet as a Source of Alpha and to Reduce Risk
Mona Aboelnaga Kanaan, President & CEO, PROCTOR INVESTMENT MANAGERS LLC, USA
Creating Alpha - Winning Alternative Investment Strategies in 2008 and What Will Work for 2009
Brian Williamson, J.D., C.P.A., Managing Director, OPPENHEIMER & CO., USA
Shoaib Khan, Senior Portfolio Manager, UBP ALTERNATIVE INVESTMENTS, UNION BANCAIRE PRIVÉE, UAE
2:40 Meeting the Alternative Investments Needs of Middle Eastern Asset Allocators and Managers
Nigel Stillitoe, Executive Officer (Middle East), THAMES RIVER CAPITAL, UK
Nick Tolchard, Head of International Development, INVESCO ASSET MANAGEMENT LTD, UAE
Scott Callendar, Managing Director, AXA IM, Qatar
Allocators Perspectives on Recruiting the Best in Class Managers
Bill Grayson, President, FALCON GROUP, USA
Sean Daykin, Head of Investment Funds, EMIRATES INVESTMENT SERVICES, UAE
Nikesh Daryani, Portfolio Manager, Asset Management, ALGEBRA CAPITAL, UAE
10:30 Networking Break
11:00 The New Titans – The Rise of Sovereign Wealth Funds in Reshaping Global Capital Flows
Drosten Fisher, Chief Economist, THE MONITOR GROUP, UK
Robert Bush, CEO, MAJLIS CAPITAL, UAE
Christopher Durand, Head of Alternative Investments, ABU DHABI INVESTMENT COMPANY, UAE
Ahmed Butti Ahmed, Director General, DUBAI CUSTOMS, UAE
11:40 Regulatory Roundtable – GCCs Views on Alternative Investments
Mohammed Al Tajer, Director – Financial Institutions, CENTRAL BANK OF BAHRAIN, Bahrain
Maryam Al Suwaidi, Director, EMIRATES SECURITIES AND COMMODITIES AUTHORITY, UAE
Shashank Srivastava, Director Strategy and Planning, QATAR FINANCIAL CENTRE AUTHORITY, Qatar
12:10 Luncheon Hosted by
4:30 End of Day Two
9:00-
12:30
Structuring an Islamic Hedge Fund
Mohammad Shaheed Khan, Senior Vice President, ISLAMIC FINANCE COMPANY, UAE
2:00 Afternoon Desert Safari - All Conference Attendees Welcome
TUESDAY, NOVEMBER 18, 2008 WORKSHOPS A AND B, AND NETWORKING ACTIVITIES
8:00 Registration and Breakfast
9:00-
12:30
Operational Due Diligence Intensive – Strategies for Performing Effective Due Diligence
Eric Lazear, Head of Operational Due Diligence, FIM USA, USA
Paul Tiranno, Vice President and Head of Operational Due Diligence, ING INVESTMENT MANAGEMENT, USA
Chris Addy, President & Chief Executive Officer, CASTLE HALL ALTERNATIVES, Canada
WEDNESDAY, NOVEMBER 19, 2008 WORKSHOP C
8:00 Registration and Breakfast
9:00-
12:30
Developing an Efficient Family Office to Manage Your Investment Activities
Waseem Anwer, Managing Director, CHICAGO CAPITAL GROUP, USA
Francis Akpata, Head of Business Development and Investor Relations, ACROPOLIS CAPITAL PARTNERS
LIMITED, UK
SUNDAY, NOVEMBER 16, 2008 WORLD FINANCIAL MARKETS AND THE MIDDLE EASTERN INVESTOR
8. www.gaim-me.com
Institute for International Research
708 Third Avenue, 4th Floor
New York, NY 10017
November 16 - 19, 2008
Dubai International Exhibition Centre UAE
Targeted Knowledge on Alternative Investment and the Middle East
Sir Win Bischoff
Chairman
CITI
The Uncertainty Of Business –
Investment, Transition and Crisis
James Wolfensohn
Former President
THE WORLD BANK
The Responsibility Of Business –
Society Needs Businesses To Be
Accountable
November 16 - 19, 2008
Dubai International Exhibition Centre, UAE
• Meet Middle Eastern SWFs and High Net
Worth Investors looking to invest in
alternative investments
• Access world-class deals, talent and ideas to
optimize returns and increase assets under
management
• Invest in the rapidly increasing number of
opportunities in the Middle Eastern Market
– Gulf Commodities, Real Estate and
Energy
Please Do Not Remove Mailing Label
Seminal Keynotes from Leading Visionaries