H.E. Ahmed Ali Al Sayegh
HE Ahmed Ali Al Sayegh has a wealth of experience that spans over three decades. He holds several senior positions in a number of leading public and private institutions in Abu Dhabi, and has extensive experience with launching and developing pioneering initiatives. In addition to his current position as the Chairman of Abu Dhabi Global Market, Mr Al Sayegh is also the Managing Director of Dolphin Energy Limited, Deputy Chairman of First Gulf Bank, Deputy Chairman of the Emirates Wildlife Society, and Board Member of Etihad Airways. His past positions include: Chairman of Aldar Properties, Chairman of Abu Dhabi Future Energy Company (Masdar). Mr Al Sayegh also held senior positions in several leading governmental institutions such as Abu Dhabi National Oil Company (ADNOC), and Abu Dhabi Investment Company (Invest AD). Mr Al Sayegh holds a Bachelor’s degree in Economics from Lewis & Clark College, USA.
Todd Buchholz is a former Director for Economic Policy at the White House, a managing director of the US$15 billion Tiger hedge fund, and an award-winning economics teacher at Harvard. Todd addresses economics, finance, policy and business strategy with a rare degree of wit and engagement. In addition to his government, business and academic work, Todd is the author of a number of best-selling titles which have become recommended academic texts including New Ideas from Dead Economists, Bringing the Jobs Home, New Ideas From Dead CEOs, Rush: Why You Need and Love the Rat Race, and The Price of Prosperity: Why Rich Nations Fail and How to Renew Them.
In presentations Todd looks at where the world is and where it’s going, providing a global view of politics, economics, society and culture. Whether it’s the US’s new place in the word, Europe’s assorted crises, Russian expansionism, or China’s investment in Africa, he provides an entertaining and incisive look at what it means for businesses and individuals. Todd has also served as President of the G7 Group, Inc., an international consulting firm, whose clientele included many of the top securities firms, investment banks and money managers in New York, London, and Tokyo.
Amongst other things Todd is a regular columnist and commentator for the Wall Street Journal, New York Times, and NBC, a contributing editor at Worth magazine, a novelist, and co-producer of the musical Jersey Boys. He is also the developer of the Math Arrow, an acclaimed method of teaching maths and is CEO of Sproglit, a company that applies the method to classroom software and materials. Todd has spoken for many of the world’s largest companies including Microsoft, IBM and Goldman Sachs and is noted for his ability to combine incisive economic analysis with accessible, engaging examples and entertaining delivery.
Siddiq Farid is an experienced corporate finance executive with more than 10 years of broad based experience in a variety of sectors. He has a track record of successfully managing multi-disciplinary teams delivering in a fast paced and dynamic environment. He has worked at Big 4 in Canada, Qatar and UAE and is currently working a Renewable Energy Investment firm based in UAE. In his In my current role, he is responsible for various corporate finance functions for Adenium including but not limited to , asset management, investor relationships, fund raising, equity investments. One of his major responsibilities is developing energy storage service business within Adenium.
With over 25 years of international experience in the financial markets, I have been Chief Economist of Emirates NBD in Dubai since November 2008. In this capacity, I have built a team that supports all the functions of the Bank, and am responsible for the development, coordination, and production of economic and financial analysis and reports, focused on global and regional economies and financial markets. Prior to joining Emirates NBD, I held senior economics and strategy positions at a number of global financial institutions in London and New York, where my focus ranged from G10 to emerging market economies, as well as specialising in FX markets. A frequent commentator on global and regional business channels, I have also written regular articles for a number of prominent global and regional publications.
Jithesh Gopi, CFA
Jithesh Gopi is the Head of Research and Financial Institutions at Al Rajhi Capital (ARC), a leading financial services company in Saudi Arabia and a fully owned subsidiary of Al Rajhi Bank, one of the largest Islamic banks in the world with assets of SR 340BN. Jithesh is responsible for ARC’s institutional research activities providing investment strategy and research for regional and global institutions. He joined ARC in 2013 and brings in more than 15 years’ of experience, spending more than half of his career within the Middle East capital markets. Jithesh previously led the Asset Management department at ARC.
Jithesh joined Al Rajhi Capital from Securities & Investment Co. in Bahrain where he successfully built one of the leading research platforms in the region as Head of Research. He has also worked with CRISIL Group in India (an S&P subsidiary) and with the International Finance Cooperation in Manila.
A CFA Charter holder, Jithesh has an MBA from the Asian Institute of Management in Manila, Philippines and a Bachelor Degree in Engineering. He also attended the Tuck School of Business, Dartmouth, USA, and the Executive Education Program at INSEAD, Singapore.
Technical Director & GM UAE & Egypt, Dana Gas
Luciano Jannelli, CFA
Luciano Jannelli is Head Investment Strategy ADCB Asset Management and Adjunct Professor at NYU Abu Dhabi. At ADCB Asset Management he is responsible for research and asset allocation. At NYU Abu Dhabi he teaches Foundations of Financial Markets. He has held various senior research and asset management positions at UBS Group, Bank Julius Bär and Swissquote Bank. He holds a Ph.D. in economics from Columbia University and started his career as an economist at the World Bank.
Stijn advises governments, multinationals, (private equity) investment funds and Sovereign Wealth Funds as well as ultra high-net-worth individuals, families, and family offices.He advises on international tax issues including structuring global cross border investments, (pre-IPO) group restructurings, mergers and acquisitions, and on family succession planning and wealth structuring. Stijn has advised GCC clients on some of the region’s most prominent real estate, hospitality and portfolio investments in Europe, US and Asia. Having spent more than 15 yrs with Loyens & Loeff (in Amsterdam, Tokyo and Dubai), Stijn set up their Dubai office in 2008 which he managed for 5 years. In 2013, he moved to EY (Dubai) where he led their International Tax practice in Dubai, and the Private Clients practice for the MENA region.
Amer Khansaheb, CFA
Amer Abdulaziz Khansaheb is the President of the CFA Society Emirates. He is the Managing Director of Khansaheb Investment, a UAE Family Business with investments in Construction, Infrastructure, Real Estate, Healthcare and Leisure. His expertise includes Real Estate Development, Construction Management, Financial Analysis, and Business Management. Amer graduated from the American University of Beirut with a degree in Civil & Environmental Engineering in 2005. In 2009, he received his MSc in Project Management from the British University in Dubai. He has been a CFA Charterholder since 2010.
Wai-Lum Kwok, CFA
Wai Lum joined the Financial Services Regulatory Authority (FSRA) of Abu Dhabi Global Market (ADGM) in June 2015. He heads up the Capital Markets division responsible for admission and supervision of financial market infrastructures and capital market intermediaries. The division also regulates the offering of securities, collective investments schemes. Wai Lum also spearheads FSRA’s strategy and efforts to support the supervision of innovation in Financial Technology (FinTech) and development of the FinTech ecosystem in ADGM. Wai Lum has more than 10 years of supervisory experience. Prior to ADGM, Wai Lum served as the Director of the Capital Markets Intermediaries Division of the Monetary Authority of Singapore. Wai Lum graduated from Imperial College, London with an M.Eng in Electrical Engineering and holds an M.Sc in Applied Finance from the National University of Singapore. He is a CFA charterholder.
Philippa Malmgren helps companies, investors, policymakers and the public better understand the interplay between politics, policy, geopolitics and economics.
She is a regular commentator and guest anchor on CNBC, BBC, Bloomberg and Sky News. She also appears on popular radio shows like The Jerry Doyle Show. In 2015 her book Signals: the Breakdown of the Social Contract and the Rise of Geopolitics became a best-seller on Amazon in four categories after being crowdfunded on Indigogo. The updated version of Signals was published by Weidenfeld & Nicholson in June 2016. In April 2015 she also wrote “Geopolitics for Investors” which was commissioned by the CFA. She founded DRPM Group, an economic advisory ﬁrm whose clients include investment banks, fund managers and hedge funds as well as Sovereign Wealth Funds, pension funds, global corporations and family ofﬁces. She has an especially strong view on the importance of manufacturing in modern economies and co-founded H-Robotics, which manufactures commercial drones.
Partner, Indirect Tax, KPMG
Dawn is the Managing Director of PDSi, author of Managing The Matrix (Arabic edition due April 2016) and a regular moderator of debates and panels. She also writes for a number of publications and speaks at conferences and events.
Her work with the team at PDSi focuses on the soft skills necessary for success in modern organizations. She works regularly with board directors, senior managers and top management teams to improve performance by changing the way individuals and groups see the world and the impact they have on it through training, coaching, mentoring and facilitated events. Based in Dubai but working throughout the Middle East, PDSi has a partner organization in KSA and is also proud to be a preferred supplier to London Business School.
Dawn is an experienced and qualified trainer, facilitator and coach who works across a wide range of industries. Her clients are usually already highly effective and skilled people who wish to consider new tools that might help them as they face their next challenge.
Although she is an INLPTA certified coach her approach is pragmatic as she chooses models and methodologies from a number of disciplines as appropriate.
Dawn speaks a number of languages and has a good understanding of cross-cultural issues, having lived and worked in many countries in Europe and the Far East since leaving Ireland at the age of 17 to attend university in the UK. She is now based in Dubai, although she travels across as clients request, and is (ridiculously slowly) learning Arabic.
CEO, Qamar Energy
M.R. Raghu, CFA
Raghu is the Head of Research at Kuwait Financial Center (Markaz), a leading asset management company based in Kuwait with AUM exceeding $3b. He is also the Managing Director of Marmore Mena Intelligence, a research subsidiary of Markaz.
He leads the strategic research initiative of Markaz with specific focus on big picture research. Prior to this assignment, he was involved with a wealth management firm based in Bahrain as Director of Investment Management. He was advising Middle Eastern high net worth clients on asset allocation and money manager selection. In a career spanning more than 28 years, Raghu has dedicated nearly 17 years in the Gulf region (Riyadh, Bahrain and Kuwait). Prior to his stint in the Gulf region, Raghu worked with several institutions based in India including the largest mutual fund Unit Trust of India and the largest engineering consultancy MECON.
Raghu has obtained CFA Charter from the CFA Institute, USA (2003) and is a certified Financial Risk Manager (FRM) from the Global Association for Risk Professionals, USA (2005). He is also a Fellow member of The Institute of Cost Accountants of India. He is associated with CFA Institute as a volunteer since 2003.. He was the founding President of CFA Kuwait Society and is also a founding member of CFA Bahrain Society. Raghu attended a 2-week Investment Management Workshop at Harvard Business School in 2007.
Hatem Samman is Chief Economist and Economic Advisor at the Saudi Arabian General Investment Authority. Previously, he was Director and Lead Economist of the Ideation Center—Booz & Company’s (now Strategy &) Middle East Think Tank, held the position of Vice President at a major Saudi Bank and was Director of Regulatory Affairs and Strategic Planning at a major regional telecommunications company. He was Senior Fellow at the University of Minnesota and Consultant at the World Bank, among other positions. Dr Samman has published several academic articles in the International Journal of Applied Economics and the Journal of International Trade & Economic Development, among others. He is frequently quoted in regional and international magazines and newspapers such as the Financial Times, and often appears as an expert on BBC, AlArabiya, and CNBC Arabia. Dr Samman has co-authored numerous Strategy & and Ideation Center publications, including How to Succeed at Education Reform: The Case for Saudi Arabia and the Broader GCC Region (2008), The Vital Role of Sovereign Wealth Funds in the GCC’s Future (2009), and Meeting the Employment Challenge in the GCC: The Need for a Holistic Strategy (2010). Dr Samman holds a Bachelor’s degree in Social Sciences from the University of California, San Diego and a PhD in Political Economy & Public Policy from the University of Southern California.
Hussein Al Sayed has nearly 14 years of experience in the Financial Markets. He is best known for his role as an anchor at CNBC Arabia hosting the popular evening show, Bursat Al Alam. Prior to joining the broadcast network, Hussein spent several years working in the financial services sector as a dealer, trader and analyst covering equities, commodities, and foreign exchange markets. Besides his role at CNBC Arabia, Hussein has most recently established himself as Chief Strategist Gulf & MENA for FXTM, one of the world’s fastest growing online forex brokers – educating and delivering market research reports, helping traders making trading decisions.
Paul Schulte has served as a policy analyst, advisor to governments and hedge funds, analyst of global banks, professor, consultant to private equity firms and author of hundreds of articles and three books. He has worked for the US House of Representatives, the White House, International Trade Commission, National Security Council, Indonesian Ministry of Finance, the PRC Government and three of the largest investment banks. Over the past 25 years, he has been an advisor to GIC, CIC, IMF, SAFE, and the US Treasury. He worked in equity research on both the buy and sell sides covering GEMS. He has taught in MBA programs on four continents over the past 17 years. He created the Far East Research for Credit Suisse from scratch in 1992 and created the Asian strategy and banks team for Lehman Brothers in 2005.
Paul has also served as an advisor to the International Organization of Securities Commissioners (IOSCO), the body that creates rules for capital markets, as well as to the IDA in Singapore, the Australian Securities and Investment Commission (ASIC), the Hong Kong Stock Exchange, SEBI and the Malaysian Securities Commission on developments in financial technology. In Institutional Investor’s 2010 investor poll, he received top 3 rankings in All-Asia Banks Team, Asia Equity Strategy Team and Asia Economics Team.
Paul is currently Chairman of Schulte Research, an independent research company which advises private funds, sovereign wealth funds, consulting firms and banks on developments in GEMS banks. His last post was as Head of Global Strategy for CCB Intl. Securities. Recently, Paul has become an advisor to banks, sovereign wealth funds and governments on the new field of financial technology. He even created a course on financial technology for HK University/LBS EMBA. Paul’s 17 years of teaching in MBA programs includes courses in capital markets, financial technology, corporate credit and banking at HKU, UST, Northwestern, FGV (Rio), London Business School, Fudan (Shanghai), Tsinghua (Beijing), NYU and Tufts. Mr. Schulte graduated summa cum laude from The Catholic University of America in Washington, DC with a B.A. in Philosophy in 1985 and then received an M.A. in Political Economy in 1986. He then earned a Master’s in International Finance in 1988 from the Fletcher School, jointly run with Tufts and Harvard. Paul also has a degree in counseling from Loyola Marymount University in Los Angeles. He does volunteer work in HK to help those with problems involving drug addiction. He has written two books on the subject.
Paul is a frequent guest on Bloomberg, CCTV, ThomsonReuters, RTHK, and CNBC. He has been quoted in Wall Street Journal, New York Times, Bloomberg, Institutional Investor, Chicago Tribune, Arab News, Time, Asiamoney, Financial Times, The Australian and Economic Times of India. He has spoken to delegations from IOSCO, ASIC, MSC, Davos Dalian, ADC Hayman Davos, Amcham, SEC, SFC, HKEx, London Metals Exchange, Shanghai Metals Exchange, Trade Tech Asia, Super Return Asia, and Economist conferences.
Nigel is a high profile Executive within the Middle Eastern financial services sector and a regular speaker on the conference circuit. In the past Nigel worked for Thames River Capital, BNY Mellon, HSBC and Framlington. Nigel is also involved with the following companies; CISI, as a member of their Advisory Board (Middle East). Neesh, where he is a Non Executive Director of this digital marketing business. Nigel recently contributed to a book published by MacMillan, Stress in the spotlight. Majority of ID’s work focuses on Africa, Middle East and the Asia-Pacific. ID’s clients include many of the world’s largest and best known financial institutions, these have included AXA, BlackRock, Fidelity, HSBC, Old Mutual, RBC, Schroders and Zurich. ID was voted best research company in 2016 and 2015 by the publisher MENA FM, Fund Services Power 30, an annual guide to the most important figures in the fund services sector. ID, in 2016, 2015 and 2014 was also voted Best Consultancy Firm (Middle East) by Global Investor, part of Euromoney.
Paul Smith, CFA
Paul Smith, CFA, leads CFA Institute and its more than 130,000 members worldwide in promoting the highest standards of education, ethics, and professional excellence for the ultimate benefit of society. Smith has more than 30 years of leadership experience in the asset management industry, including over 18 years in Asia. He joined Bank of Bermuda in Hong Kong as Asia head of securities services in 1996. After HSBC’s acquisition of the bank in 2004, he served as global head of securities services and global head of alternative funds administration based in New York, where he was responsible for the delivery of services to 2,000 investment funds with over US$250 billion of assets. Before joining CFA Institute in October 2012 as managing director for Asia Pacific, Smith was chairman and CEO of Asia Alternative Asset Partners. He is a Fellow of the Institute of Chartered Accountants of England and Wales and an Executive Committee member of the Alternative Investment Association, Hong Kong. Smith holds a Master’s degree in History from Oxford University.
Thomas Streater, CFA
Thomas Streater, CFA joined MB Commodities Capital as Head of Research in 2015 and has 17 years’ investment experience. He is a global energy sector specialist and previously held roles as an energy analyst at Noble Group and in Emerging Markets credit trading at WestLB. He has worked in London, Hong Kong, Tokyo, Singapore and is now based in Dubai. He holds degrees from City University London and Hong Kong University of Science and Technology. Thomas is a CFA charterholder and a member of CFA Society Emirates and the DMCC Energy Club.
Jens Zimmermann, CFA
Jens Zimmermann, CFA, is an equity analyst on the buy-side for VP Bank. His research has been featured in the print media and on news channels (CNBC and Bloomberg TV). Mr. Zimmermann started his career as a fundamental research analyst for Standard & Poor’s before he moved into sell-side equity research for UniCredit Bank, where he covered small- and mid-cap companies from the industrial, material, utility and transportation sectors. He continued his career as a buy-side equity analyst for ABN AMRO, where he analyzed European and North American oil and gas companies from all subsectors before moving to energy consulting firm Wood Mackenzie as an energy market analyst for the Middle East. Mr. Zimmermann holds a MBA degree from the University of Munich and an MA degree in global finance from the University of Denver. He wrote the Oil and Gas Industry Guide for the CFA Institute.