Supporting Services

Recent examples:

• Panel member participation at AIM Alternatives Summit Dubai (the major Middle East alternatives event) in November 2018 on 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: achievement of long-term capital growth, predictable cash flows and minimisation of 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 business

• Moderated panel at the AIM Alternatives Summit Dubai in November 2018 on topic of “Robo-advisory and digital wealth”
  • New trends and technologies in digital wealth.
  • What happened in 2018 from a VC funding perspective?
  • How are established wealth managers reacting to the challenge of new digital players?
  • What are the target market segments and expectations from robo-advisors?

• Hosted and moderated the Saudi Investment Summit Dubai held in May 2018 in Ritz Carlton.
  • Topics covered (inter alia): (a) the road to 2030: diversifying a national economy, (b) the economic overhaul: widening foreign investor access and (c) the impact of socio-political risk on investment in Saudi Arabia etc
  • Roundtables on: (a) Oil at $100/bbl vs $20/bbl: outcome on Saudi Arabia of volatile prices, (b) revving up the economy: the role of women in KSA and (c) the rise of the accelerator: embracing the evolving start-up ecosystem

• Moderated panel at the AIM Alternatives Summit Dubai in November 2017 on 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 break away private debt returns?
  • “Shadow Banking” or “Market Based Finance”?