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Event Agenda

8.40am
Registration
9.00am
Welcome Address
Michael Stanhope
Founder & Chief Executive Officer
Hubbis
9.05am
Panel Discussion
How can we take the wealth management industry forward in the Middle East?
  • The Middle East is full of potential for wealth management – what are the biggest opportunities and how can we make the most of them?
  • What changes are we seeing in terms of where wealth comes from?
  • Which are the different business models and platforms suited to this market?
  • How does this compare with the landscape in Asia?
  • Are there any lessons from how Singapore has developed its wealth management proposition?
  • How do you make sense of multiple regulators and foster more collaboration between all stakeholders?
  • How can we better educate and provide more meaningful offerings for clients – especially the next generation
  • Where will wealth come from in the next 5 years – and how can we get prepared for it?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Rajesh Malkani
Head Private Banking & Wealth Management
Mashreq Bank

Gautam Duggal
Managing Director, Regional Head of Wealth Management, AME, Europe & Head of Wealth Management UAE
Standard Chartered Bank

Daffer Luqman
Executive Vice President
Abu Dhabi Islamic Bank

Cedric Lizin
Managing Director, Head of Wealth Management, Middle East, Africa & Japan
Barclays

Jamal Al Kishi
Chief Executive Officer, Middle East & Africa
Deutsche Bank

Angelo Venardos
Chief Executive Officer
Heritage Trust Group

9.55am
Presentation
Building family legacy through citizenship and residence programmes

Marco Gantenbein
Managing Partner
Henley & Partners

  • Why do families relocate?
  • What should HNW families consider when carrying out residence and citizenship planning?
  • Current developments in residence and citizenship programmes
10.05am
Panel Discussion
How can you develop your advisory proposition and the quality of the client engagement?
  • How can you deliver a relevant, advisory-led, outcome-based approach for your clients?
  • How can we align the interests of clients and advisers, and move away from driving business via commissions?
  • How is the new regulatory environment developing – and what is the likely impact of the SCA’s recent revamping of the regulations around UAE mutual funds distribution?
  • In-house vs outsourced. What’s the right balance?
  • What's the way forward for how product manufacturers and fund selectors should partner with each other going forward?
  • Developing more Shariah-compliant products – what are the challenges and opportunities? How do you create geographical and other diversity?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Appul Jaisinghani
Head of Investment Funds 
Emirates NBD

Shiraz Habib
Executive Director, Head of Investment Products & Solutions
National Bank of Abu Dhabi

Deepak Ahuja
Director, Wealth Management, Bancassurance & Mortgages
RAKBANK

Gifford Nakajima 
Head of Wealth Development - UAE and MENA
HSBC Bank

10.45am
Refreshment & Networking
11.15am
Presentation
The case for gold

Jeffrey Rhodes
Director
Global Precious Metals

11.25am
Presentation
A case for hybrid securities

Matthew R Byer
Executive Director and Chief Operating Officer
Spectrum Asset Management

  • What are preferred securities?
  • Opportunities in preferred securities
  • How big an impact is regulation having on preferred securities? 
  • How important is security structure and quality?
  • How did preferred securities perform in 2016?
  • Why should investors consider allocating to preferred securities?
11.35am
Presentation
Are we ready for the ‘CRS typhoon’?

Vikrant Pangam
Managing Director
Amicorp Group

  • Anticipating the wave of CRS, exposures, implications and preparation
  • What and who will be reported under CRS?
  • Compliance obligations by banks, funds, service providers
  • Implications for HNWIs
11.45am
Presentation
Digital delivery of wealth management - the era of the platform?

Damian Hitchen
Chief Executive Officer, Middle East & Asia
Swissquote

  • Transition of wealth management into the digital era 
  • Distribution / connectivity is key
11.55am
Presentation
Wealth management for the digital age customer

Abhra Roy
Lead Product Line Manager, Finacle Wealth Management
Infosys Finacle

  • With rapidly-changing customer needs and unassailable digitisation, the wealth management industry needs to evolve towards a truly customer centric, technology-based and service-driven value proposition
  • This presentation explores the agents of change and the transformations in the financial services and wealth management spaces for the digital age customer
12.05pm
Panel Discussion
Are we ripe for disruption?
  • What’s the role of digital today in wealth management in the Middle East?
  • What impact will technology have – now and in the future?
  • What systems, solutions and other tools are making a difference in the client experience?
  • Do we have adequate tools to engage customers?
  • Will we see robo-advisers and fintechs transform the industry?
  • How far do platforms and propositions need to evolve and digitise?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Anthony Jaganathan
Head of Operations & Middle Office, Wealth Management
Emirates NBD

Damian Hitchen
Chief Executive Officer, Middle East & Asia
Swissquote

Milind Kulkarni
Chief Executive Officer and Managing Director
FinIQ

Kostas Kotsiopoulos
Global Sales Director
Profile Software

Chandrima Das
Chief Executive Officer & Co-founder
Bento

12.45pm
Lunch
13.35pm
Panel Discussion
Evolving the IFA proposition – what’s the real potential in the Middle East?
  • How will the value proposition for IFAs continue to change?
  • Do you need to reinvent your business model?
  • How far do you need to embrace technology to drive growth and efficiency?
  • Should growing AUM still be the biggest priority?
  • How will IFAs thrive in a new, transparent world?
  • How can you be more effective in dealing with clients’ investment needs?
  • To what extent do we need to clarify who does what and how they are licensed?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Timothy Searle
Chairman
Globaleye

Sean Kelleher
Chief Executive Officer
Mondial

Chris Ferguson
Chief Executive Officer
Credence

14.10pm
Presentation
Singapore and Hong Kong - Asian wealth management centres

Angelo Venardos
Chief Executive Officer
Heritage Trust Group

  • Assessing the merits and pitfalls of different jurisdictions
  • How to decide what’s best for your clients
14.20pm
Presentation
Using life insurance to improve customer outcomes

Philip Cernik
Chief Marketing Officer
Friends Provident International

  • The benefits of life insurance are significant not just in terms of protection against the risk of illness or death but also in terms of wealth management and estate planning for savers and investors
  • Philip will explore how advisers can utilise insurance to improve the outcomes for both new and existing expatriate customers in a market where regulation is forcing significant change
14.30pm
Panel Discussion
What’s the opportunity for insurance companies to thrive as wealth management develops?
  • Where are the biggest opportunities and challenges for insurance companies in the Middle East wealth management market?
  • How do you reach the number of people across the GCC in a sustainable way?
  • How can we evolve the proposition?
  • What role will bancassurance and other distribution channels play going forward?
  • What’s the role of the regulator?
  • What’s the opportunity for the development in Shariah-compliant solutions?
  • Where will disruption come from?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Sivadeet Baruah
Head of Individual Life
Oman Insurance

Walter Jopp
Chief Executive Officer, Middle East
Zurich International Life

Philip Cernik
Chief Marketing Officer
Friends Provident International

Rajesh Sethi
Chief Executive Officer 
Noor Takaful

15.00pm
Refreshment & Networking
15.30pm
Panel Discussion
Are you making the most of the family wealth opportunity in the Middle East?
  • How have you structured your organisation to meet the needs of families and family businesses in the Middle East?
  • What are the challenges these clients have?
  • What’s the likely impact of new international tax compliance measures for anyone holding money in the UAE as of January 2017?
  • How can you help business-owning families move from the core business to asset management to diversification?
  • To what extent does your service offering and product proposition need to evolve? What can you really do within the GCC?
  • Succession planning – how can you help your clients transition from one generation to the next?
  • Offshore versus local structures – what are the options, and for whom?
  • What is the right approach to winning business from the next generation?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Michael Chahine
Founder and Chief Executive Officer
Nexgen Desert Green Consultancy

Karim Ghandour
Founder & Chief Executive Officer
LegacyLine Family Office

Shainav Gupta
Director, Institutional Sales
Amicorp Group

Stijn Janssen 
Head of Tax, Middle East
Withers

Yann Mrazek
Managing Partner
M/Advocates of Law

Fiona McClafferty 
Senior Manager, Deloitte Private
Deloitte LLP

16.15pm
Panel Discussion
How can you deliver investment performance and avoid risk in 2017?
  • 2017 is supposed to be an equities year – will it actually happen? 
  • Will this be another year of turbulent markets? A replay of 2016? 
  • How will investors generate performance in 2017?
  • How is the Middle East reacting to and participating in the markets globally?
  • How is the diversification of the Middle East economy coming along? Where is greater emphasis needed?
  • What’s the role for alternatives? And commodities like gold?
  • Is there an increasing role for managed investments?
  • How do clients think today? And how do you manage their expectations?
  • What are the biggest risks for 2017?
  • How will geo-political risks impact the landscape?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Gary Dugan
Chief Investment Officer
Emirates NBD

Oliver Kettlewell
Portfolio Manager
Mashreq Bank

Deepak Mehra
Head of Asset Management, General Management
Commercial Bank of Dubai

Mohieddine Kronfol
Chief Investment Officer, Global Sukuk and MENA Fixed Income
Franklin Templeton Investments

Gerhard Schubert
Founder
Schubert Commodities Consultancy

17.15pm
Forum End