Agenda
Registration, Networking and Tea/Coffee
2:30 PM – 3:00 PM
3:00 PM – 3:45 PM
Valuation Workshop
Speaker : Sophocles Sophocleous, CFA
Investment Manager
This workshop will provide a comprehensive examination of various
methods used by investors to value a company, utilizing practical
examples to illustrate each approach.
3:45 PM – 4:00 PM
Coffee Break
Speaker : Eric Sim, CFA
4:00 PM – 4:45 PM
Personal Branding for Finance Professionals
Author
In this workshop, you will learn from the most followed CFA charterholder on LinkedIn globally. Eric Sim, CFA, will share the strategies to help you stand out from crowd, attract followers and create engaging content on LinkedIn.
4:45 PM – 5:00 PM
Coffee Break
5:00 PM – 5:45 PM
AI in Investment Management
Speaker : Jai Jacob
President, Zalina Solutions
5:45 PM – 6:30 PM
Personal Branding Workshop
Speaker : Eric Sim, CFA
Author
7:00 PM – 9:30 PM
Gala Dinner
Keynote Speaker : His Excellency Fahim Al Qasimi
Chair of Government Relations, Executive Council of Sharjah
Join us for an elegant evening of fine dining and cultural performances, fostering networking and celebration.
Registration, Breakfast and Networking
8:00 AM – 9:00 AM
9:00 AM – 9:15 AM
Introduction
Speaker : Ziad Zein, CFA
President, CFA Society Emirates
MENA Investment Congress Kick off by Ziad Zein, CFA, President of CFA Society Emirates
9:15 AM – 10:00 AM
Geopolitical Trends Shaping Global Markets
Moderator : William Tohmé, CFA
Board of Directors, Vice President, CFA Society Emirates, Abu Dhabi
Speaker : Andrew Bishop
Global Head of Policy Research, Signum Global Advisors
Understand the broader implications of geopolitical trends, such as the US elections, Ukraine conflict etc. on Middle East and international markets.
10:00 AM – 10:45 AM
Macroeconomics and Asset Allocation
Moderator : Mark Gadalla
Vice President, Trader & Client Advisor at Lighthouse Canton (DIFC)
Speaker : Jai Jacob
President, Zalina Solutions
Speaker : Benoit Anne
Managing Director, Strategy and Insights Group, MFS Investment Management
Speaker : Anthony Sassine, CFA
Senior Investment Strategist & Head of MENA, Krane Funds Advisors
Gain strategic insights into the interplay between macroeconomics and asset allocation.
Coffee Break and Networking
10:45 AM – 11:00 AM
11:00 AM – 11:20 AM
A Smarter Way to Think About Market Multiples
Speaker : Sophocles Sophocleous, CFA
Investment Manager
Analysts and investors frequently fall into the trap of oversimplifying the valuation approach. This leads to investment errors and apples-to-oranges comparisons. The real and direct relationship between multiples and fundamentals will be discussed, along with examples from the global markets.
11:20 AM – 12:00 PM
Navigating Equity Markets: Trends & Opportunities
Moderator : George Hanna, CFA, CMT
Managing Director, State Street Global Advisors
Speaker : Imad Chukrallah
Founding Partner and Fund Manager, Amwal Capital Partners
Speaker : Marwan Hayek, CFA
Founding Partner, Introspect Capital
Speaker : Siddhartha Singh
India Portfolio Strategist, SBI Funds Management Limited, Amundi JV Partner
Speaker : Sophocles Sophocleous, CFA
Investment Manager
Understand current equity market trends and identify key investment opportunities.
12:00 PM – 12:45 PM
Fixed Income and Private Debt
Moderator : Michael P. Grifferty
President, The Gulf Capital Market Association
Speaker : Benoit Anne
Managing Director, Strategy and Insights Group, MFS Investment Management
Speaker : Dan Robinson
Global Head of Private Debt, DWS
Exploring strategies for navigating the evolving landscape of fixed income and private debt markets in the MENA region and international markets.
12:45 PM – 1:45 PM
Lunch
1:45 PM – 2:30 PM
The Future of AI in Investment Decision-Making
Moderator : Fadi Sabbah, CFA
Board of Directors, Vice President, CFA Society Emirates, Dubai
Speaker : Yacoub Nuseibeh, CFA
Managing Director, Quadrillion
Speaker : Jai Jacob
President, Zalina Solutions
Understand the future potential of AI and data analytics in investment decision-making and their implications for market strategies.
2:30 PM – 3:00 PM
Small Actions, Big Success
Speaker : Eric Sim, CFA
Author
Speaker : William Tohmé, CFA
Board of Directors, Vice President, CFA Society Emirates, Abu Dhabi
The former UBS Investment Bank MD will share six small actions you can take today that will lead you to a career of big success tomorrow. If you are looking to advance your career or build a portfolio career, please join us.
Coffee Break and Book Signing
3:00 PM – 3:15 PM
3:15 PM – 4:00 PM
Unlocking Growth: Private Equity and Venture Capital
Moderator : Alkis Hajittofis, CFA
Executive Director, Resolute Investment Management
Speaker : Mahmoud Adi
Founding Partner, Shorooq Partners
Speaker : Todd Milligan
Co-Head, RidgeLake Partners
Speaker : Tamer Bazzari, CFA
Founder and CEO, Genero Capital
Gain insights into the private equity and venture capital landscape, focusing on both the MENA region and international markets.
4:00 PM – 4:45 PM
Family Offices and Asset Allocation
Moderator : Lama Bou Dargham, CFA
Board of Directors, CFA Society Emirates
Speaker : Ramy J. Echo
Managing Director
Speaker : Michael Lunt
Co-Head, RidgeLake Partners
Speaker : Shadi Alnasr
Director, BNY Wealth
Navigating Opportunities and Challenges in a Dynamic Landscape.
4:45 PM – 5:30 PM
Strategic ESG Integration for Sustainable Investing
Moderator : Jeanette Tawk
Director, Partnerships and Client Solutions, CFA Institute
Speaker : Zeeba Askar, CFA
Chief Investment and Sustainability Officer, Infracorp
Speaker : Imtiaz Mahtab
Co-Founder and Managing Partner, Hydeal
Speaker : Franziska Jahn‐Madell
Director, Global Stewardship, MFS Investment Management
Learn how to effectively integrate Environmental, Social, and Governance (ESG) factors into sustainable investment strategies.
5:30 PM Onwards
Closing Keynote