Services

Supporting
Services



Speaking events, recruitment event management, and training (for financial companies) in specialised financial areas as they impact business development in the Middle East e.g. hedge funds, private equity, portfolio management etc.
Recent examples:
Panel member participation at AIM Alternatives Summit Dubai

The major Middle East alternatives event in November 2018 on the topic of “Family Offices – Entering the Majlis”.

  • Position of families and their businesses in GCC society. Family portfolios and the merits of diversification/risk reduction. The investment process: achieving long-term capital growth, predictable cash flows, and minimizing friction from taxes, fees, and investment losses.
  • Asset allocation in practice. Sharia investment for family offices.
  • Management structure of family offices. Family governance in the GCC.
  • Flotation of family businesses.
Moderated a panel at the AIM Alternatives Summit Dubai

In November 2018 on the topic of “Robo-advisory and digital wealth”.

  • New trends and technologies in digital wealth.
  • VC funding developments in 2018.
  • Reactions of established wealth managers to the challenge of new digital players.
  • Target market segments and expectations from robo-advisors.
Hosted and moderated the Saudi Investment Summit Dubai

Held in May 2018 at the Ritz Carlton.

  • Topics covered:
    • The road to 2030: diversifying a national economy.
    • The economic overhaul: widening foreign investor access.
    • The impact of socio-political risk on investment in Saudi Arabia.
  • Roundtables on:
    • Oil at $100/bbl vs $20/bbl: the impact of volatile prices on Saudi Arabia.
    • Revving up the economy: the role of women in KSA.
    • The rise of accelerators: embracing the evolving start-up ecosystem.
Moderated a panel at the AIM Alternatives Summit Dubai

In November 2017 on the topic of “Global Private Debt .. a Dive inside the Minds of those Realizing Returns in Private Lending”.

  • Who is investing in private debt? What is distressed debt? Valuing and restructuring distressed companies.
  • Can lending drive private debt returns?
  • “Shadow Banking” or “Market Based Finance”?