Investor Breakfast – Closed Door Networking Session For
Selected Regional Investors

Make the most of your time at the Middle East Investors Summit by getting to know your fellow delegates right from the offset. The Investors breakfast is open only to institutional investors and is your opportunity to network and discuss your objectives for the conference as well as meeting with key speakers from the first day.

Middle East Investor Focus – seizing the opportunities volatility creates

Bahrain Mumtalakat Holding Company, (SWF) Bahrain This exclusive interview with a senior representative of one of the region’s leading sovereign wealth funds is your unique opportunity to gain an insight into how these sophisticated and powerful institutions are capturing the opportunities of the world’s volatile markets.

Bahrain Mumtalakat Holding Company is the investment arm of the Kingdom of Bahrain. Established in June 2006 by Royal Decree, Mumtalakat now manages a portfolio of around USD 10 billion, focused primarily in Bahrain.

"Mumtalakat" is an active shareholder and investor in diverse business and industry sectors in 35 commercial enterprises, nationally and internationally, from aluminum production to property development, tourist sites to food production, and transport to telecommunication. Interview conducted by:

John Foster
Managing Editor
Banker Middle East

Interviewee:
Mumtalak

Keynote Investor Panel:

Developing Strategies To Take Advantage Of New Investment Opportunities In Global Markets Drawing on the experience and expertise of some of the region’s most successful investors, this exciting and interactive panel session will help you develop new approaches to capturing the value of opportunities emerging in the Middle East and around the world. Take this opportunity to refine and tailor your investment strategy to incorporate the innovations that have grown the portfolios of these leading institutions.

Panellists will address:

• Discovering the investment vehicles that can help you tailor your exposure to new markets and asset classes
  
• Pinpointing the opportunities and determining your strategy for investing – entering the right markets, at the right time, for the right reasons
  
• Overcoming the barriers to investing in frontier and emerging markets by leveraging local knowledge
  
• Exploring the vehicles that will form your investment conduit to the most profitable opportunities.

Moderated by:
John Foster
Managing Editor
Banker Middle East, UAE

Jbran Rahal
Managing Director
Zabeel Capital, UAE

Samer AlHaj
Chief Executive Officer
Waha Capital, UAE

Michael L. Killian
Executive Vice President and Treasurer
Dubai Aerospace Enterprise, UAE

Business Card Exchange

The business card exchange is an informal way to meet your fellow delegates early in the conference. During this session delegates will form small groups, structured around a series of informal 5 minute introductions. Groups change regularly throughout the session, giving you opportunity to collect business cards, set up meetings or just familiarise yourself with the people who will shape the summit proceedings.

• Fast and furious – bring plenty of business cards!

The Middle East and the Global Economy – Exploring the implications of volatile international markets for Middle East investors

Middle East Economic Panel:
Exploring Global Economic Factors and Their Impact on Investors in the Middle East This critical session brings together some of the region’s leading economic minds for an in depth analysis of how developments in the global economy are affecting your investments and how you should be adapting your investment strategy. Lead by Ahmet Arkali, Goldman Sachs’ senior economist for the region, this panel of internationally renowned experts will help you to capitalise on current trends and prepare your portfolio for what lies ahead.

• Interpreting the trends in the global economy in an investment context
  
• Understanding the implications of a global slowdown for regional investors
  
• Assessing the growing impact of sovereign wealth funds on the global economic stage
  
• Interpreting reactions to sovereign investments in distressed financials during 07/08 and the implications for future SWF investment decisions
  
• Exploring whether the “decoupled” markets of the Middle East offer performance uncorrelated with global events
  
• Debating the impact of the dollar peg on regional currencies, economies and investors – is de-pegging the solution to curbing growing inflation?
  
• Reviewing the role of sovereign wealth in the Gulf – how are sovereign funds working to protect and diversify the economies of the region?
  
• Assessing how the liquidity shocks seen on local markets in the wake of the US credit crisis can be avoided in the future
  
• Analysing the potential impact of oil prices – how would Middle East markets behave if the price moved to $200 or $40?

Moderated by:
Ahmet Arkali
Executive Director, European Economics Team; Turkey, MENA
Goldman Sachs, UK

Panellists:
Brad Bourland
Chief Economist
Jadwa Investment, Saudi Arabia

Dr. Solmian Demir Ph. D
Head of Economics and Strategy Division
Gulf Investment Corporation, Kuwait

Dr. Adli Kandah
Director General
Association of Banks in Jordan, Jordan

Exploring Strategies For Family Offices And Private Wealth Managers In The Region
Developing Optimal Structure And Strategy For The Middle East Family Office The Middle East is home to more family offices than the rest of the world combined and they play a hugely significant role in the region’s investment community. Peter, who has over 30 years in the industry and now heads the Parly family office in Switzerland, will use this session to explore the ideal family office structure for the region. This is a must attend session for family office investors!

• Exploring the relationship between the wealth management function of the family office and family members and understanding the implications for investment decisions
• Assessing the benefits and overcoming the challenges of bringing key functions in house to optimise fee structures and preserve capital
• Optimising the structuring of expertise, resources and responsibilities to ensure agile and effective investing

Peter Fletcher
Managing Director
Parly Company, Switzerland
(family office)

Executing Investments On Behalf Of The Family – Best Practice For Practitioners
Omran Mathar draws on his experience of running a family office in the UAE to advise you on the best execution strategies for family investments. A rare insight to the strategies employed to protect family interests while building a strong, diversified and profitable portfolio for the future.

• Identifying and taking advantage of the best opportunities for your portfolio
• Exploring the investment practices of leading family offices
• Choosing the right investment vehicles from a family office perspective
• Considering strategic vs tactical asset allocation and active vs. passive portfolio management

Omran Matar
Executive Director
Xenith Capital, UAE
(family office)

Afternoon Refreshments and Networking

Reassessing Portfolio Goals And The Importance Of The Wealth Manager When Markets Turn Volatile
Gilles Rollet is a renowned authority on wealth management in the MENA region, having worked formerly as CEO of ABN Amro Private Bank (Middle East). He will use this session to develop critical strategies for wealth managers during periods of volatility

• Repositioning yourself as a trusted advisor – developing the confidence of your client

Gilles Rollet
Chief Executive Officer
Mirabaud (Middle East), UAE

Optimising Risk Management And Operational Systems And Processes
Special Address:
Understanding the impact that politics and geo-politics events in the region and beyond can impact your portfolio and should influence your decision making Dr. Malmgren served as the financial market advisor in the White House during the dot.com bubble burst and the Enron period and has served as the Deputy Head of Global Investment Strategy at UBS and as the Chief Currency Strategist for Bankers Trust Company. In this fascinating session she will help you to understand and mitigate portfolio risk arising from policy and politics in the region and beyond.

• Evaluating the impact of policy and geo-political events on global and local markets
  
• Understanding political risk in the markets of the Middle East
  
• Examining the potential impact of developments in the region
  
• Protecting your portfolio – incorporating an understanding of non-quantifiable risk when decision making

Dr Philippa Malmgren
President
The Canonbury Group, UK

Keynote Address I:
Investing In Development – Tying The Future Of Your Portfolio To The Future Of The Region
As a personal advisor to to HH Sheikh Saud bin Saqr Al Qasimi, and Chief Executive of the RAK Investment Authority Dr. Massad is perfectly positioned to describe how sovereign investment channelled into the region is boosting and diversifying the economy and offering great returns in the long term. He will use this session to discuss some of the processes and strategies of a sovereign investor.

• Assessing how regulation, government investment and economic factors have converged to offer attractive prospects for private and institutional capital in the GCC
  
• Exploring investment in economic growth in the Gulf states – highlighting trends for investors
  
• Opportunities in infrastructure – capturing growth in the Middle East
  
• Identifying opportunities for the private or institutional investor and strategies to exploit them.

Dr. Khater Massaad
Personal Advisor of HH Sheikh Saud bin Saqr Al Qasimi
Chief Executive Officer
RAK Investment Authority, UAE

Keynote Address II:
Exploiting Opportunities In Green Technologies – Profiting From The Gulf Nations’ Investment In The Future
Established markets have become increasingly volatile there resulting in a drive to seek out new asset classes and investment vehicles offering uncorrelated returns in the mid to long term. As Investment Director of the Abu Dhabi Government’s Masdar fund for investment in green technologies, Alex O’Cinneide will reveal here the opportunities he sees developing in the green technology sector and the financial and environmental benefits of investing in a cleaner future for the Middle East.

• Reviewing the initiatives of the Gulf states to develop environmentally sustainable cities, industries and technologies
  
• Exploring green initiatives in an investment context - Viewing alternative technologies as alternative investments
  
• Evaluating the incentives for investing in the future and the role of such assets in a balanced portfolio
  
• Strategies to identify and exploit developing technologies for investment purposes – what can you learn from the example of Silicon Valley’s venture capitalists?

Alex O’Cinneide
Investment Director
Masdar, UAE

Keynote Address III:
Capturing Financial Market Decorrelated Investments, In Compliance With Sharia
The potential for uncorrelated returns, always exciting for any investor, has become increasingly important as established markets have taken a downturn. Maurizio, founding partner of Emintad will use this session to explain how can tap such uncorrelated returns using investments made in compliance with the Sharia.

• Exploring new perspectives on financial markets and new frontiers of portfolio diversification
• Redefining the risk/return trade off and accessing advanced and innovative techniques of portfolio management
• Managing diversification using de-correlation of financial markets - reducing the overall portfolio risk
• Increasing of return opportunities under a rigorous risk management

Maurizio Manzati
Founder and Managing Partner
Emintad

Optimising Portfolio Performance With Alternative Market Investments
Islamic Investment Panel:

Exploring How Islamic Investments In The Middle East And Far East Have Protected Institutions From The Credit Crisis And Examining How You Can Take Advantage Of Islamic Investments

As the credit crisis destabilised investments across asset classes and throughout global markets there was one class of investor that not only escaped the turmoil but actually saw returns continue to grow in their portfolio; those who invested Islamically. This panel discussion, comprising a real who’s who of Islamic investment management will guide you through the strategies and products that have proven successful even when conventional investments have fallen.

• Examining the market for Islamic investments in the Middle East and the Far East and assessing the opportunities for institutional investors
  
• Exploring how Islamic vehicles have provided capital protection and portfolio out-performance during the post crisis volatility
  
• Determining the role of Islamic investments and structuring a Shari’ah compliant portfolio
  
• Assessing the potential of Islamic funds and products to deliver uncorrelated returns and superior performance as markets develop
  
• Evaluating and accessing the right investments for your portfolio goals

Moderated by:
Khuram Hussain
Partner
Tabarak, UAE

Panellists:
Yusuf Khayat
Head of Direct Investments
Saudi Economic Development Company, Saudi Arabia

Nizar Al Shubaily
Chief Executive Officer
Naim Holdings, UAE

Saeed Al Sayeh
Head of Investments
Dubai Awqaf Endowment, UAE

Naveed Ahmed
Head of Investments
Dubai Islamic Bank, UAE

Wassim Slama
Head
KBC Dubai

Accessing and exploiting investment prospects in frontier and emerging markets
Matein Khalid, personal advisor to H. E. Sh. Khaled Bin Zayed Al Nehayan, and one of the region’s most renowned authorities on emerging market equities will use this session to share with you his experiences of investing in emerging markets and the strategies that have lead him to success. One of the hottest asset classes right now, this is an unbeatable opportunity to get the information you need to add the returns from emerging markets to your portfolio.

• Contextualising emerging and frontier markets – exploring correlation with global events
  
• Accessing and interpreting the available information for emerging market prospects
  
• Understanding and managing the risk of emerging market investments
  
• Assessing the return potential and long term outlook of frontier markets

Matein Khalid
Head of Capital Markets and Advisor to the Chairman
Bin Zayed Group, UAE

Asset Allocation Roundtables
Come together with your peers in focussed, roundtable groups to network and to discuss the hottest asset classes and how you should be using them. Each roundtable will focus on a specific asset class and will provide an open and informal forum to address strategies to best incorporate them into a portfolio. Discover how your peers are already making these asset classes work for them and find ways to tailor your exposure. Just pick the round table group that will benefit you most:

• Hedge Funds
  
• Commodities
  
• Real Estate
  
• Private Equity

Structuring Your Portfolio For Maximised Returns And Capital Protection Focus Absolute Return:

Implementing Absolute Return Strategies To Generate Return In All Market Conditions
Absolute return strategies have long been used by the sophisticated pension fund investors of the US and Europe looking to guarantee their capital against market downturns while continuing to generate returns. In this critical presentation, Suzanne Murphy of the Acorn Partners family office will reveal how you can structure your portfolio to beat the benchmark in any market.

• Addressing the need for absolute return strategies for the region’s institutional investors
  
• Examining how absolute return strategies have been deployed successfully by institutional investors outside the region
  
• Engaging the right asset managers to develop an absolute return strategy
  
• Looking to the new generation of alternative assets and their potential for generating absolute returns
  
• Discovering the advantages offered by ‘real’ alternatives – searching for uncorrelated returns

Suzanne Murphy
Managing Director
Acorn Partners, USA
(family office)

Using indices to generate out-performance; reconceptualising indices as the basis of advanced products and strategies for an absolute return portfolio

• Beyond benchmarking – exploring the benefits of using indices in accessing a range of investments
• Exploring available indices and their potential uses for investors – assessing the role of indices in the investment landscape of the Middle East
• Structuring investment products on indices to tailor market
  exposure and risk
• Examining how indices can be used as the basis of an absolute
  return strategy

Imogen Dillon Hatcher
Managing Director, Europe, Middle East and Africa
FTSE, UK

Developing Fixed Income Strategies That Meet Your Portfolio Goals And Liquidity Requirements

• Reviewing the bond market: do corporate or government bonds offer a better investment?
  
• Which global markets continue to offer Middle East investors confidence?
  
• Determining the performance of fixed income strategies and allocating accordingly
  
• Integrating your need for liquidity and your fixed income strategy

Francois Bloch
Chief Investment Officer
Amas Bank
Hinduja Family Office, Switzerland

Afternoon refreshments and networking

The Global Market Future And The Middle East
Forecasting the future: exploring the prospects for investors in the world’s financial markets in the years ahead.

Key speakers from both days of the summit will use this session to review the major points of debate that have arisen and to try to predict the direction that markets may take over the short, medium and long term. The crystal ball panel is a unique opportunity to hear the personal views of the regions top investors on the forecast for markets and asset classes – benefit from their insight and experience and take the opportunity to put your questions to the experts!