Speakers
30
FEATURED LEADERS
01
Author
Eric Sim, CFA
Author
With over 2 million followers on LinkedIn, Eric Sim, CFA, is the author of “Small Actions: Leading Your Career to Big Success”. Previously, he served as a managing director at UBS Investment Bank as well as an Adjunct Associate Professor of Finance at Hong Kong University of Science and Technology. Sim founded the Institute of Life with a mission to train professionals to achieve success at work and in life. He is currently based in Singapore. Check out his visual CV with notable failures here.
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02
Investment Manager
Sophocles Sophocleous, CFA
Investment Manager
Canadian-born, Sophocles Sophocleous is a Fulbright Scholar and CFA Charterholder with extensive experience in developed and emerging markets in both equities and debt. He recently finished up as a full-time advisor to Zurich-based activist Veraison Capital AG. Before that, he managed two Actively Managed Certificates (AMCs) that were structured under Julius Baer (Switzerland). The AMCs successfully outperformed their benchmarks during his tenure. Sophocles has managed institutional portfolios across multiple geographies and asset classes, while he spent 11 years with London-based Emerging Markets fund manager Argo Capital Management.
On a part-time basis, he teaches the CFA Level 1 at the European University Nicosia while in the past he also taught a practical course on active portfolio management at the Cyprus International Institute of Management. For the past nine years, he has organized the by-invitation Cyprus Value Investor Conference (an idea exchange that has been praised as one of the best events globally for professional investors). Sophocles is a frequent speaker at private events in Europe and the U.S. while he recently started a podcast to discuss investment ideas with fellow managers. He graduated from the University of Illinois at Urbana-Champaign with a double major in Economics and Finance.
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03
Founder and CEO, Genero Capital
Tamer Bazzari, CA, CFA
Founder and CEO, Genero Capital
With 30 years of experience predominantly in the MENA region, Tamer Bazzari specializes in Financial Services, Healthcare, Education, Technology, Real Estate, Hospitality, and Private Equity. He is the Founder and CEO of Genero Capital, a UAE-based investment firm focused on Corporate Finance Advisory and Private Equity Investments since 2011. Tamer is also a Board Member and Chairman of the Audit Committee at the Palestine Investment Fund since 2016, a Board Member at Volt Lines, a mobility platform in Turkey since 2023, and a Board Member and General Partner at Mandeleo Animal Healthcare Group, a Private Equity Fund in the UK since 2022.
Previously, Tamer chaired AWJ Investments Ltd from 2013 to 2022, served on the Investment Committee at Middle East Venture Partners from 2011 to 2023, and was Former Group CEO and Board Member at Rasmala Investment Bank from 2002 to 2010. He was a Board Member at Emirates NBD Capital Saudi Arabia from 2011 to 2019. Tamer also led CFA Society Emirates as Founder, President and Board Member.
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04
Business News Anchor, Market Strategist, Investments Advisor, MC & Moderator
Hussein Sayed, CFA, CMT
Business News Anchor, Market Strategist, Investments Advisor, MC & Moderator
Hussein Sayed is a distinguished business and finance expert, celebrated for hosting CNBC Arabia's flagship show, "Bursat Al Alam." As the anchor of this prime-time business program, he delivers incisive analyses and comprehensive coverage of pivotal market news. His expertise spans a broad spectrum of financial sectors, including equities, commodities, fixed income, and currencies. Hussein adeptly navigates through the complexities of Asian, European, and US markets, bringing his viewers invaluable insights and interviews with prominent global business leaders.
With a rich professional background exceeding two decades in finance, Hussein possesses an
extensive understanding of financial markets and investment strategies. His career, marked by roles as a strategist, analyst, and trader in various domains such as equities, credit, and foreign exchange, has honed his skills in valuation modeling, fundamental, and technical analysis. These skills enable him to adeptly dissect market trends and unearth investment opportunities.
His insights are regularly sought and cited by leading media platforms, including the Financial Times, Bloomberg, Reuters, Forbes Middle East, and The Telegraph.
A testament to his commitment to professional excellence, Hussein is not only a Chartered Financial Analyst (CFA) and a member of the CFA Emirates but has also recently earned the prestigious Chartered Market Technician (CMT) designation. This recent achievement underscores his dedication to mastering both fundamental and technical aspects of financial analysis, positioning him uniquely in the industry.
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05
Vice President, Trader & Client Advisor at Lighthouse Canton (DIFC)
Mark Gadalla, CFA
Vice President, Trader & Client Advisor at Lighthouse Canton (DIFC)
Mark Gadalla is a Vice President, Trader at Lighthouse Canton, in the Wealth Management division. With solid experience in wealth management and cross-asset trading, Mark manages USD 200MM in net assets for quasi-sovereign institutions, single-family offices, and ultra-high-net-worth individuals. His expertise lies in FX and macro solutions, with a focus on mandates involving complex derivatives. Previously, he held roles as an Associate at Standard Chartered Private Bank and as an Analyst in real estate development consultancy. Mark is a Chartered Financial Analyst and holds a BSc in Business Administration, with a focus on Finance, from the American University of Sharjah.
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06
Managing Director
Ramy Echo
Managing Director
Ramy runs a single-family office focused on alternative investments. He has restructured many companies and advised on more than USD 7 billion in buy and sell side transactions. His background includes leadership roles in real estate, management consulting, corporate and investment banking. Ramy sits on several boards and is an alumnus of Harvard, INSEAD and ESCP.
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07
President, Gulf Capital Market Association
Michael P. Grifferty
President, Gulf Capital Market Association
Michael Grifferty founded and leads The Gulf Capital Market Association, the industry body representing the Arabian Gulf debt and equity markets. The GCMA is composed of the region’s leading banks, law firms, issuers, ratings agencies and service providers and plays a leading role on all major matters concerning development of capital markets in the region.
Previously, Michael served as advisor for the US Treasury on sovereign debt and bond markets, advising over forty countries and regional organizations. He has also consulted extensively for the International Monetary Fund and Arab Monetary Fund.
Prior to his international career, Mr. Grifferty was a senior vice president at Government Finance Associates, providing problem-solving financial advisory services to US state and local governments. He has degrees from New York University and Georgetown University in Public Finance and International Relations, respectively. A native English speaker, Michael speaks French and Russian.
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08
Founding Partner at Introspect Capital
Marwan Hayek, CFA
Founding Partner at Introspect Capital
Marwan is one of the founding partners of Introspect Capital, a Dubai-based, MENA-focused boutique asset manager that manages capital for international sovereign wealth funds and institutions. He heads the firm’s fundamental research and co-manages its equity mandates. Prior to his role at Introspect Capital, Marwan was part of the Arqaam Capital asset management team from 2010 until 2017 where he performed a range of investment roles, including analyst, co-portfolio manager and lead portfolio manager.
Marwan graduated with a Bachelor of Engineering in Mechanical Engineering from the American University of Beirut in 2007, followed by an MBA from the Lebanese American University in 2009. He is also a CFA charterholder and member of the CFA institute.
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09
President of Zalina Solutions, a bespoke investment tailoring consultancy in New York.
Jai Jacob
President of Zalina Solutions, a bespoke investment tailoring consultancy in New York.
Jai’s expertise lies in designing and managing customised investment solutions, which he has done for Sovereign Wealth Funds, corporate and state pension plans, and other financial institutions the Americas, Europe, Asia, and MENA regions for over 15 years. His reputation as an innovator was earned through fusing quantitative and fundamental investment techniques and teams using proprietary software.
Prior to founding Zalina in 2024, Jai spent 25 years at Lazard Asset Management. As a member of the Executive Leadership Team, he oversaw Multi-Asset, Single Themes, Quantitative Equity, and Alternative investments after pioneering the multi-asset and data science efforts at Lazard as a Portfolio Manager. He had previously held leadership roles in risk management, software development, and fixed income.
A once-aspiring (now former) musician, Jai also serves on Trustees of the National Jazz Museum in Harlem, New York, USA. An ex-pat Canadian born to ex-pat Indians, he earned his B.A. at Cornell University. Jai enjoys exploratory argument and debate, which he believes are best accompanied by excellent food.
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10
Global Head of Policy Research
Signum Global Advisors
Andrew D. Bishop
Global Head of Policy Research
Signum Global Advisors
Andrew is an established geopolitical analyst with a fifteen-year track record advising investors, companies, and governments on political risks in developed, emerging, and frontier markets. As Senior Partner and Global Head of Policy Research at Signum Global Advisors, Andrew directs and oversees the quality of the firm’s analytical product and leads its emerging market and geopolitical coverage.
Andrew joined Signum from Eurasia Group where he served as Deputy Head of Research and was a Director in the firm’s Global Macro practice. Prior to that, Andrew was a senior manager with the World Economic Forum’s strategic foresight and risk analysis unit for six years, during which he regularly participated in the organization’s annual meeting in Davos.
Andrew is a masters’ graduate of the London School of Economics and ‘SciencesPo. Paris’ and was a fellow at the Johns Hopkins University in Washington, D.C. He is Term Member of the Council on Foreign Relations, a Munich Security Conference Young Leader, and an alumnus of the Atlantik-Bruecke.
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11
Chief Investment and Sustainability Officer, Infracorp
Zeeba Askar, CFA
Chief Investment and Sustainability Officer, Infracorp
Zeeba Majeed Askar is a seasoned investment executive with over two decades of experience in asset management, private equity, and corporate finance. She currently serves as the Chief Investment and Sustainability Officer at Infracorp, a leading social infrastructure development company, where she oversees the company's investment portfolio and drives its sustainability strategy, ensuring alignment with global best practices.
A recognized thought leader in sustainable development, Zeeba co-authored policy recommendations submitted to the Central Bank of Bahrain in 2018. She also developed the Sustainable Development Academy during her tenure as Head of Banking and Finance at the Bahrain Institute of Banking and Finance (BIBF).
Zeeba holds key leadership roles, including Board Member and Treasurer of the Bahrain Association of Banks (BAB) and President of CFA Society Bahrain. Under her leadership as Chairwoman of the Women Inclusion Committee, CFA Society Bahrain won HRH Princess Sabeeka Bint Ibrahim Al Khalifa Award for the Advancement of Women in 2020.
Her academic credentials include a CPA from Delaware, an Executive MBA from the University of Bahrain, and the CFA Charterholder designation. Additionally, she is a GRI Certified Sustainability Professional and actively contributes to the community through volunteer work and pro bono initiatives.
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12
Co-Founder and Managing Partner at Hydeal
Imtiaz Mahtab
Co-Founder and Managing Partner at Hydeal
Imtiaz Mahtab is a seasoned leader in hypergrowth, organizational restructuring, and transformation across energy, transition, and high-tech sectors. He has spearheaded growth and restructuring initiatives for Fortune 500 companies and sovereign funds, scaling businesses across four continents with a strong focus on ESG and digitalization, significantly enhancing market capitalization. Imtiaz has led multibillion-dollar M&A deals and investment projects, driving sustainable growth and business performance improvements.
As co-founder of Hydeal, Imtiaz is advancing multibillion-dollar green hydrogen and low-carbon fuel projects. He has worked extensively in MEA, CIS, and APAC regions, striving to position these markets as leaders in energy transition with a focus on local content and talent development. His executive roles at Air Liquide, Air Products, ACWA Power, PIF, and KONE saw him execute over $30 billion in investments, including mega projects in gasification, green hydrogen, and renewable energy.
A thought leader on sustainability, Imtiaz co-chaired the “Energy, Sustainability, and Climate” taskforce for B20 Saudi Arabia and contributed to G20 policy recommendations. He holds degrees from Harvard Business School, Rutgers, and the University of Texas, and is passionate about literacy, women’s empowerment, and sustainability.
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13
Founding Partner and Fund Manager, Amwal Capital Partners
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Imad Chukrallah
Founding Partner and Fund Manager, Amwal Capital Partners
Imad is a Founding Partner and Fund Manager at Amwal Capital Partners, an independent MENA based asset manager set up in 2013. Prior to Amwal, Imad worked as a management consultant with McKinsey. Imad also serves on the board of HyperPay, a leading fintech and online digital payments player (Saudi Arabia). Imad holds an MBA from Wharton and a Bachelors in Civil Engineering from AUB.
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14
Managing Director
Quadrillion
Yacoub Nuseibeh CFA, CQF
Managing Director, Quadrillion
Dynamic and results-driven financial executive with over 20 years of leadership experience in global asset management and technology startups. A recognized expert in AI, data science, and machine learning, with a proven ability to conceptualize and implement innovative platforms in Govtech, Fintech and Edtech. Demonstrates exceptional strategic and operational acumen, consistently driving organizational transformation and financial performance. Adept at building and nurturing high-level executive relationships worldwide, with a strong track record in negotiations, strategic partnerships, and cross-cultural leadership. Committed to ethical practices and passionate about mentoring the next generation of leaders. A visionary leader who thrives on creating impactful solutions and delivering measurable results.
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15
Chair of Government Relations
Executive Council of Sharjah
H.E. Fahim Al Qasimi
Chair of Government Relations
Executive Council of Sharjah
Fahim is a geo-economic strategist with extensive experience in public affairs, sovereign wealth, and economic development across the GCC. He currently serves as Chair of Government Relations on the Executive Council of Sharjah, advising on international cooperation. Fahim has held several significant directorships, including Chairperson of the Higher Committee for Digital Transformation and director and chair of the audit committee at Abu Dhabi Media Corporation.
Earlier in his career, Fahim focused on strategic advisory and performance monitoring for state-owned assets in the UAE. With a strong background in public sector strategy and investments, he assisted the Government of Abu Dhabi in developing governance policies for public oversight of state-owned enterprises and sovereign wealth funds. Fahim began his career at Kearney, concentrating on economic development in the GCC.
He holds an MSc in International Relations from the University of Cambridge, where his research concentrated on global financial governance of state-owned investment firms and cross-border investments. Fahim has been awarded the Grand Collar of the Order of Antonio Jose de Irisarri by the President of Guatemala and speaks English, Arabic, German, and French.
16
Managing Director, Strategy and Insights Group, MFS Investment Management
Benoit Anne
Managing Director, Strategy and Insights Group, MFS Investment Management
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17
India Portfolio Strategist, SBI Funds Management Limited, Amundi JV Partner
Siddhartha Singh
India Portfolio Strategist, SBI Funds Management Limited, Amundi JV Partner
Siddhartha Singh joined SBI Funds Management Limited as the Portfolio & country Strategist and Head of International Business. As an integral part of the investment team, he partners closely with the CIOs, fund managers, investment committees, and research teams to set, develop, and drive the firm’s investment strategies and decipher India’s growing role in the global financial, economic, and geopolitical landscape, providing insights on investing and our portfolios to global clients.
Siddhartha has over two decades of experience in the financial industry – predominantly in asset management and banking. Prior to joining SBI Funds Management Ltd., he was with PineBridge Investments for over 16 years in multiple senior management roles. Most recently, he was Managing Director & Investment Director - Equities based in Hong Kong. In that role, he oversaw the Asian equity platform and served as a lead for the regional asset allocation committee for equities and on various other stock selection and research committees and worked very closely with PMs and research analysts to develop and manage the region’s active, high conviction equity portfolios aimed at driving excess returns. With a deep understanding of the regional equity markets and macro & micro-outlook, he actively engaged with investors on equity strategies.
Before moving to Hong Kong, Siddhartha headed the Indian business of PineBridge Asset Management Company as its Chief Executive Officer based in Mumbai. He also served on the boards of several PineBridge subsidiaries in India. Before joining PineBridge, he worked with Reliance Capital Asset Management (now Nippon). Previously, he also worked with ABN AMRO Bank and IDBI Bank Ltd., both based in India. He holds a master’s degree in management with a specialisation in finance.
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18
Global Head of Private Debt, DWS
Dan Robinson
Global Head of Private Debt, DWS
Dan joined DWS in 2023 to lead DWS’s Alternative Credit business in EMEA and has over 23 years of experience in credit at influential investment firms. Most recently, Dan was Managing Partner of Capital Asset Solutions at Man Group responsible for multi-asset credit in the insurance, institutional and retail channels as well as private equity-led offshore reinsurance growth strategy. Dan also served as Global Head of CLOs and Loans responsible for developing Man’s structured credit and leverage loan business. Prior to joining Man Group, he was Chief Investment Officer (Europe) for CIFC Asset Management, responsible for the firm's investment activity in the region. He was also the senior portfolio manager and chaired the asset allocation committee for their Global Multi-Asset Credit Fund. Prior to this, Dan was Head of Liquid Credit (Europe) for Apollo Global Management, responsible for all investment activities in the region across multi-asset credit, leveraged loans, high yield bonds and CLO strategies. Between 2003 and 2015, he was a Managing Director at Oaktree Capital, responsible for high yield and leveraged loan investing as well as establishing Oaktree's CLO business in 2014. He began his career at KPMG Corporate Restructuring, where he gained his ACA qualification. Dan holds an MA (Hons) from the University of Edinburgh.
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19
Co-Head of RidgeLake Partners
Michael Lunt
Co-Head of RidgeLake Partners
Mr. Lunt co-leads the day-to-day operations and all aspects of investment activities at RidgeLake Partners. He also serves as the portfolio manager for the OA GP Stakes Portfolio and select legacy OA investments. Prior to joining the firm in 2006, Mr. Lunt was a corporate partner in the Grand Rapids office of the law firm Warner Norcross & Judd LLP, where he concentrated in mergers and acquisitions and corporate finance, as well as serving on the firm’s Management Committee. Mr. Lunt earned his Juris Doctor from the University of Illinois and his Bachelor of Arts in Economics from Miami University (Ohio).
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20
Co-Head of RidgeLake Partners
Todd Milligan
Co-Head of RidgeLake Partners
Mr. Milligan co-leads day-to-day operations and all aspects of investment activities at RidgeLake Partners. At Apogem, he is involved in private equity investment sourcing and monitoring more broadly, primarily focusing on buyout, growth equity, and turnaround manager relationships in North America. Prior to joining Apogem, Mr. Milligan worked in investment banking at Ewing Bemiss & Co. where he focused on mergers and acquisitions, private placements, and providing strategic advisory services to middle market companies. Mr. Milligan received a Bachelor of Science in Business Administration from the University of Richmond.
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21
Senior Investment Strategist & Head of MENA, Krane Funds Advisors
Anthony Sassine, CFA
Senior Investment Strategist & Head of MENA, Kraneshares
Anthony Sassine, CFA is Head of MENA and senior strategist covering EM/China and climate related investments like carbon, electric vehicles, and renewable energy. He is a portfolio manager of multiple ETFs and ETF model portfolios. Prior to KraneShares, Anthony was a Senior EM Strategist at VanEck and Pinebridge.
Anthony also manages the firm’s business in the Middle East and North Africa (MENA), overseeing the firm's expansion especially in the UAE and KSA.
Anthony is a frequent contributor to various U.S., Asian and Arabic media outlets, including Bloomberg, Asharq, CNBC, Al Arabiya, and has been quoted by Reuters, Bloomberg, and Forbes. He holds a Master Degree in Finance from New York University (NYU) and Hong Kong University of Science and Technology (HKUST).
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22
Director, Client Strategist
BNY Wealth, The Bank of New York Mellon
Shadi Alnasr
Director, Client Strategist
BNY Wealth, The Bank of New York Mellon
Shadi is responsible for BNY Wealth (Global Family Office) in the EMEA region, where he assists families in safeguarding and managing their wealth. With two decades of experience, Shadi has built a reputation for breaking down complex financial concepts into plain, plausible and personable advice.
Shadi admires how unique and delicate each family is. His primary focus is on helping families manage their wealth in a way that feels right to them. His goal is to make the financial side of life easier so that families can focus on what truly matters to them, enjoying the life they have built with their beloved ones.
At BNY Wealth, Shadi provides a broad spectrum of services tailored specifically to the unique needs of family offices. The strong focus on Investment Management & Servicing makes him expert in institutionalizing the operations and investment programs of Family, thus, generating sustainable returns.
Beyond his technical skills, Shadi is a strong advocate for fiduciary principles and governance within the financial industry. His approach to working with families is deeply personal. He takes the time to genuinely listen, ask the right questions to build lasting trust. He views his role as a partner and an extension of the family office, guiding families through the ever-changing global financial markets to preserve wealth for generations to come.
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23
Director, Global Stewardship, MFS Investment Management
Franziska Jahn‐Madell
Director, Global Stewardship, MFS Investment Management
Franziska Jahn‐Madell is director of global stewardship at MFS Investment Management® (MFS®).
In this role, she is responsible for creating a companywide global stewardship strategy,
incorporating sustainability, engagement, and proxy voting. She is based in London.
Franziska joined MFS in 2021 in her current role. Prior to joining the firm, she worked at Frankfurt
University as an academic assistant. She also spent ten years as a principal research analyst at
EIRIS in London, and most recently spent seven years at Ruffer as head of responsible investment.
Franziska earned two Masters of Administration degrees from Frankfurt University, with honors.
She studied Catholic Theology and German Literature.
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24
Principal, AB CarVal
James Sackett
Principal, AB CarVal
Mr. Sackett is a principal for AB CarVal, responsible for managing investments in European loan portfolios. Prior
to joining AB CarVal in 2009, Mr. Sackett was a managing director at Saxon Consultancy in the U.K. Prior to that,
Mr. Sackett spent 12 years at Barclays Capital, most recently as a director within the structured finance and asset-
backed securitization team. Mr. Sackett received his B.A. in economics from Heriot-Watt University.
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25
Founding Partner, Shorooq Partners
Mahmoud Adi
Founding Partner, Shorooq Partners
Mahmoud has built his career as an investment professional, entrepreneur and tech enthusiast.
Mahmoud is a Founding Partner at Shorooq Partners, a prominent alternative investment fund
manager in the MENA region. Under his leadership, the company backed category leaders across
the region such as: Pure Harvest, TruKKer, Capiter, Retailo, Sarwa, NymCard, Lean Technologies
and Breadfast. Shorooq Partners manages multiple Venture Capital and Venture Debt funds out of Abu Dhabi Global Market (ADGM).
Mahmoud is also a Co-Founder and Director of Pure Harvest Smart Farms, an Agri-tech scaleup
focused on local production of high quality fresh produce year round in the challenging climates of
the Arabian Gulf region. Pure Harvest has raised around $350mm since inception and is considered
the most valuable Ag-tech business in the region.
Prior to that and in his capacity as CEO, he led the establishment of Hub71, Abu Dhabi’s grand
initiative to build a thriving tech ecosystem. Hub71 quickly became home to hundreds of startups,
VCs and innovative corporations.
Mahmoud started his career at Mubadala Investment Company, a sovereign wealth fund of the Abu Dhabi government. Over the span of 10 years, he assumed many roles within the Technology, Manufacturing and Mining Platform at Mubadala such as: working at GlobalFoundries (NASDAQ: GFS), overseeing the group’s investment in AMD (NASDAQ: AMD), creation of Emirates Global Aluminium (EGA) as a result of M&A between Emirates Aluminium (EMAL) and Dubai Aluminium (DUBAL).
Mahmoud grew up in Abu Dhabi and has studied and worked in the UAE and USA. Mahmoud holds
an MBA from Stanford Graduate School of Business and B.S in Mechanical Engineering with Honor and Distinction from the Petroleum Institute (known as Khalifa University today).
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26
Board of Director at CFA Society Emirates
Lama Bou Dargham, CFA
Board of Director at CFA Society Emirates
Lama Bou Dargham is a dynamic finance professional excelling as an Investor Relations Professional in the UAE. Proficient in managing client relationships across the GCC, she has played a pivotal role in originating and managing key private and institutional relationships in crucial markets like Saudi Arabia and the UAE. In addition, Lama serves as a Board Member and Program Chair at CFA Society Emirates in the UAE since 2021. Leading the events program and establishing the CFA Emirates Women’s Club, she fosters regional collaboration among CFA Societies, amplifying the society’s impact. Lama’s commitment extends beyond her professional roles, reflecting a harmonious approach to success and fulfillment.
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27
Director, Partnerships and Client Solutions, CFA Institute
Jeanette Tawk
Director, Partnerships, CFA Institute
Business professional with experience in strategic development, stakeholder management, and corporate law across MENA.
Currently, as the Director of Partnerships at CFA Institute, Jeanette fosters and manages engagement with governmental entities and financial institutions, navigating regulatory frameworks in the region.
Her previous roles include corporate advisory. Jeanette has a BA in law and Masters in Comparative Law.
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28
Managing Director, State Street Global Advisors
George Hanna, CFA, CMT
Managing Director, State Street Global Advisors
George is a Managing Director at State Street Global Advisors. As head of SSGA Saudi Arabia business he oversees the firm’s activities across investments and distribution in the kingdom.
Prior to joining State Street, George has served as Chief Investment Officer and Portfolio Manager at Al Ramz Corporation and at Abu Dhabi Investment Management. Prior to that he served as Head of Asset Management and Portfolio Manager at Blominvest Saudi Arabia.
George holds a master's degree from HEC Paris and a Bachelor of Science in Finance from the American University of Technology in Lebanon. He is a CFA charter holder and a Certified Market Technician. He served as a Board Member of the CFA Society of Saudi Arabia and a member of the Investment Managers Committee of Saudi Arabia.
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Board of Directors, Vice President, CFA Society Emirates, Abu Dhabi
William Tohmé, CFA
Board of Directors, VIce President, CFA Society Emirates, Abu Dhabi
William Tohmé, CFA, is Managing Director for Middle East and Africa at MFS Investment
Management and is based in the new MFS office in Dubai. William brings a wealth of experience in building a presence in new markets, deep local knowledge, and a strong entrepreneurial spirit.
Prior to joining MFS, William was Senior Regional Head for MENA and EMEA at CFA Institute.
In this role, William advocated for the highest standards of practice and ethics in the investment management industry through the promotion of financial market integrity and transparency among regional policy makers and regulators. He partnered with local stakeholders to assist with the expansion of their research, networks, contributing to the further professionalisation of the investment management industry.
From 2012 till 2018 William was Director of Institutional Business Development at Lazard AM, where he developed the sovereign institutional client business in the Middle East, covering the MENA region.
Prior to this role, he was Director, Middle Eastern Institutions at Alliance Bernstein Middle East and Alliance Bernstein France.
William started his career in 2000 as “Expert Financier” at AXA Investment Management,
Paris.
William graduated with a Masters of Advanced Studies (D.E.A.) in Finance, Monetary Sciences and Banking from the Université Paris II in 2001 (Honours) and earned his CFA charter in 2009. William is fluent in English and a native speaker of French and Arabic.
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30
Board of Directors, Vice President, CFA Society Emirates, Dubai
Fadi Sabbah, CFA
Board of Directors, Vice President, CFA Society Emirates, Dubai
Fadi Sabbah, CFA, is An Emirati Finance professional with more than 15 years of experience.
Fadi currently leads the Finance function of Al Futtaim’s Real Estate arm in the UAE, which includes sub-sectors in Shopping Centers, Commercial, Residential, Hospitality, and Development Infrastructure.
Before joining Al Futtaim, Fadi worked in DP World's Head Office as a Treasury Manager for 2 years, and with EY as an Assistant Manager for 8 years.
Fadi is a CFA Charterholder and a CPA from the American Institute and has graduated from the American University of Sharjah majoring in Accounting and Finance.
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About CFA
Society Emirates
CFA Society Emirates is the U.A.E.'s local member of CFA Institute, the leading global association for investment professionals.
Founded in 2002, the society supports the U.A.E.'s investment community through education, networking, and professional development, aligning with the CFA Institute's mission to promote ethics, education, and professional excellence.
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