The MENA Asset Management and Trading Summit


Conrad, Dubai, UAE

14 Nov 2018


 


 

 

You are invited to... 

The MENA Asset Management and Trading Summit brings together FOW and Global Investor’s successful events for a day of debate and discussion on asset management, derivatives and the wider capital markets across the region.

Join over 200 delegates for a day of panels, presentations and networking on the topics that are impacting your business.
The event is aimed at asset managers, hedge funds, banks and brokers from across the MENA region.

 

Enquiries 

If you have any questions about the event please contact Velida Cajdin at velida.cajdin@globalinvestorgroup.com
To discuss sponsorship options please email Zara Mahmud at zara.mahmud@globalinvestorgroup.com

 

** Please be advised, a conference registration does not include the Gala dinner in the evening. For more information on this, please contact Zara Mahmud zara.mahmud@euromoneyplc.com **

Agenda


 

 

8:00 Registration and refreshments

 

9:00 Welcome address
Matt Smith,
MENA Specialist, Global Investor Group

 

9:10 The Emerging Markets index effect 


Qatar and UAE markets underwent extensive reforms in order to be accepted into MSCI’s Emerging Market index, a status the countries’ bourses had hoped would swell trading activity and with it valuations of listed companies. But since those upgrades came into force in 2014, the Dubai and Qatar benchmarks have plunged, Abu Dhabi is also down and volumes remain lacklustre.

•       With Saudi to also join the EM index in 2019, can the kingdom’s bourse expect to suffer the same fate, or as the world’s largest oil exporter and the  Arab world’s biggest economy, will there truly be a post-MSCI flowering of the market?
•       Aside from market size, what factors could make the Saudi bourse fare better – e.g. greater sector diversification, a more direct exposure to oil through its petrochemical stocks?
•       Is there anything UAE/Qatar could have done to better manage the MSCI effect and what should they do now?

Moderator: Nigel Sillitoe, CEO, Insight Discovery

Speakers: 

Marwan Haddad, Senior Portfolio Manager, Emirates NBD Asset Management
Alain Marckus , MD & Head of Investment Strategy & Investment Management, First Abu Dhabi
Noel El Khoury,
Portfolio Manager, ADS
Shakeel Sarwar,
Head of Asset Management, SICO

 

 

10:05 Market Presentation: Matthew Bax, Managing Director, EMEA Head of Investor Services Sales, Citi
Strategically Aligning Security Services Solutions with the needs of Asset Owners 

Global Investor's Matt Smith will host a wide reaching discussion with Citi’s Head of Investor Services Sales in EMEA - Matthew Bax, M.D. to explore the critical role of the Securities Services provider.

Key themes include:

•       How the needs of Asset Owners such as Sovereign Wealth Funds and Pension Funds continue to develop as their investment objectives become more sophisticated.
•       In a competitive landscape where excellence in the core standards of Global Custody, Valuations and Reporting services remain fundamental to the needs of asset owners, how is it possible for a Securities Services provider to clearly differentiate themselves in their delivery to Asset Owners and how can Asset Owners be assured that they are maximizing the relationship to its full potential?
•       How the ability of a Securities Services provider to deliver capital returns through Asset Enhancement solutions such as Agency Securities Lending, Collateral Management and Cash Management and the ability to streamline access to cutting edge technology is an increasingly fundamental aspect of the service.

 

10:30 Asset Management Update


Recent research indicates GCC HNWIs are increasing their exposure to regional markets, with 80% of wealthy investors believing the GCC – especially the UAE - is attractive for both regional and global HNWIs.

•       How is the regional asset management industry selling itself to wealthy investors?
•       Are we seeing a tangible impact from this growing confidence in the regional industry?
•       What structural and regulatory changes are recommended to boost the regional asset management industry and convince more HNWI to keep their money locally?
•       The region is making concerted efforts to bolster sharia-compliant AUMs. What will it take to attract more institutional money into Islamic asset management?
•       Are regional investors interested in crypto currencies and if so what needs do they fulfil that other assets do not?
•       How can the asset management sector provide crypto-based products for its clients?
•       How will blockchain-based currencies change asset management?

Moderator: Matt Smith, Global Investor Group

Speakers:
Steve Barnett, Financial Centre Development Director, Financial Services Regulatory Authority of ADGM
Steve Corrin, Head of Institutional and Wholesale Distribution, Emirates NBD Asset Management 
Ashish Marwah,
Chief Investment Officer, ADS
M.R. Raghu, M
anaging Director, Marmore MENA Intelligence

 

11:15 Coffee and Networking

 

11:45 Market Presentation: Exploring new investment opportunities in Chinese capital market

Peiyuan Zheng, Chief Executive Officer, HGNH International Financial (Singapore) Pte Ltd

 

12:00 Derivatives Trading


From equities to currencies, metals, oil and repo agreements, investors in the GCC can choose between an increasing array of derivatives products. Available via multiple exchanges, these products extend the breadth of trading options, which in the long term should bolster liquidity and add to the sophistication of regional markets.
Saudi Arabia, the Middle East’s largest bourse, plans to introduce exchange-traded derivatives in the first half of 2019. What more could regional exchanges do to develop their derivatives markets? And how can volumes for regional single stock futures be improved?

What types of derivatives are investors in the GCC most interested in, does this differ from investor needs in developed markets and how well are exchanges meeting this demand?
Regional exchanges offer equity futures for both local and international stocks. How much investor interest is there in U.S. or Indian single stock futures, for example, and what are the advantages of buying these locally?
Internationally, currency futures are traded in the trillions of dollars on a daily basis, how do you see this market developing in the Middle East?
Which jurisdictions are best equipped from a regulatory perspective to develop their derivatives markets? And which have more work to do and why? 
Should the region focus on trying to become a cryptocurrency trading hub?



Moderator: Selloua Chakri, Managing Director, SCL Advisory Limited

Speakers:
Mezhgan Qabool,
Senior VP, Sales,  Eurex
Robert Ansari,
Executive Director and Head of Middle East, MSCI
Narendra Hegde,
Director – South Asia & Middle East, SGX
Les Male, CEO, DGCX

 
12:45 Market Presentation by Northern Trust - Comprehend, Comply, Compete – Execution and Research in an Unbundled World

Gerard Walsh, Head of Business Development, Institutional Brokerage, Northern Trust Capital Markets

13:10 Lunch

 

14:10 REITs


Various Gulf jurisdictions have introduced legislation to regulate REITs, with Oman being the latest do so in January. The asset class, relatively new in the region, is providing investors with alternative means to gain exposure to real estate without having to buy property directly or buy shares in real estate developers. 


• How sophisticated is REIT regulations in the Gulf and what key improvements need to be made to better attract more investors to the asset class?
• Two REITs are listed on Nasdaq Dubai, for example, what are the benefits of joining an exchange, both for investors and REIT managers?
• What markets are favoured by REITs and REIT investors and why?
• What is regional investor appetite for REITs

* Stronger oil prices could convince Gulf governments to ease austerity measures and increase spending, which would positively impact real estate prices, particularly commercial rents. Are REITs well positioned to profit from increased state activities?

Moderator: Filipe Pacheco, Equities and Equity Markets Reporter, Bloomberg News

Speakers:
Mona Lemp, Senior Associate, K&L Gates
Dan MacCulloch, Head of Valuations, CBRE
Ali Shaikley, Partner, White & Case
Turki Al-Fozan,
Head of Real Estate Investments, MEFIC Capital
Racha Al Khawaja, Group Chief Distribution and Development Officer, Equitativa

 


14:55 Closing drinks and networking

Speakers


 


Selloua Chakri, Managing Director, SCL Advisory Limited
Steve Barnett, Financial Centre Development Director, Financial Services Regulatory Authority of ADGM
Matthew Bax, Managing Director, EMEA Head of Investor Services Sales, Citi
Mezhgan Qabool, Senior VP, Eurex
Mona Lemp, Senior Associate, K&L Gates
Gerard Walsh, Head of Business Development, Institutional Brokerage, Northern Trust Capital Markets
Robert Ansari, Executive Director and Head of Middle East, MSCI
Dan McCulloch, Head of Valuations, CBRE
Ali Shaikley, Partner, White & Case
Narendra Hegde, Director – South Asia & Middle East, Singapore Exchange (SGX)
Alain Marckus, MD & Head of Investment Strategy & Investment Management, First Abu Dhabi
Marwan Haddad, Senior Portfolio Manager, Emirates NBD Asset Management 
Steve Corrin, Head of Institutional and Wholesale Distribution, Emirates NBD Asset Management 
Nigel Sillitoe,
CEO, Insight Discovery

And many more...

 

Gold Sponsors


 

ADSS

 

              

 

ADSS is an international financial services group based in Abu Dhabi and with regional subsidiaries in Europe and Asia. It offers online trading, investment banking, plus wealth management services for institutional, private and retail clients. It also provides asset management services through ADS Investment Solutions Limited (ADSI), incorporated in the ADGM (Abu Dhabi Global Market) and regulated by the Financial Services Regulatory Authority. Its licensed, secure products and services are also regulated by the UK’s Financial Conduct Authority (FCA), and in Hong Kong by the Securities and Futures Commission (SFC).

Established in 2011, its brokerage service trades up to US$17bn every day, and it delivers multi-asset, leveraged trading of forex, commodities, equities, bonds and indices, through award-winning, easy-to-use tools. ADSS offers two ways to trade - mobile trading platform OREX, plus MT4, one of the world’s most popular and widely implemented retail forex trading platforms - and also offers a variety of educational trading tools, including its well-respected webinar programme, plus 24/6 support from the company’s account managers.

ADSS also sponsors Swiss Formula 2 racing driver Louis Deletraz, professional cycling team UAE Team Emirates, Saint Tropez Polo Club and Abu Dhabi’s Ghantoot Racing and Polo Club.

 

 

 Citi

 

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.

Additional information may be found at http://www.citigroup.com | Twitter: @Citi | YouTube: http://www.youtube.com/citi | Blog: http://blog.citigroup.com/| Facebook: http://www.facebook.com/citi | LinkedIn: www.linkedin.com/company/citi.

 

 

 

Emirates NBD Asset Management

 

 

 

 

Emirates NBD Asset Management, established in the Dubai International Financial Centre and regulated by the Dubai Financial Services Authority, is the wholly-owned subsidiary of Emirates NBD Bank PJSC, one of the largest banks by assets in the MENA region. Offering regional and international investors a range of Shari’a-compliant and conventional funds, Emirates NBD Asset Management covers Equities, Fixed Income, Global Multi-Asset and Real Estate (through Nasdaq Dubai-listed ENBD REIT). The house also runs co-managed funds with blue-chip global partners, including Jupiter Asset Management and UTI International.

A wide range of investment solutions include in-house managed public funds to tailor-made discretionary solutions, and funds across a variety of asset classes, including MENA equity and global fixed income, global risk profiled solutions and a wide range of Shari'a compliant instruments, structured to cater for diverse risk appetites. As at 31 August 2018, total Assets under Management (AuM) stood at USD 4.3 billion.

 

 

 

FAB

 

 

 

We are the largest bank in the UAE and one of the world’s largest financial institutions that offers an extensive range of tailor-made solutions, and products and services, to provide a customized experience. Through our strategic offerings, we aim to meet the banking needs of our customers across the world via our market-leading Corporate and Investment Banking and Personal Banking franchises. With our global network across 19 countries, we are a strong partner for local, regional and international organizations, facilitating flows across the globe. Our roots in Abu Dhabi give us a deep understanding about the dynamics of the Arab region and its connection to the world’s markets, enabling us to provide our clients with an unparalleled banking experience, wherever they are in the world. In line with its commitment to put our customers first, to Grow Stronger, FAB will continually invest in people and technology to create the most customer-friendly banking experience, and will support the growth ambitions of its stakeholders across countries in which the bank operates.

 

 

 

Northern Trust 

 

 

 

Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has offices in the United States in 19 states and Washington, D.C., and 23 international locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of December 31, 2017, Northern Trust had assets under custody/administration of US$10.7 trillion, and assets under management of US$1.2 trillion. For more than 125 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation.
Our Institutional Brokerage business operates as an agency broker, acting only on client instruction, underpinned by transparent and quality trade execution and actionable investment ideas.
Visit northerntrust.com or follow us on Twitter @NorthernTrust.

 

 

 

Silver Sponsors


 

DGCX

 

 

Established in 2005, DGCX is the region’s leading derivatives exchange and the only one allowing global participants to trade, clear and settle transactions within the Gulf region. The Exchange has played a pioneering role in developing the regional market for derivatives and financial infrastructure. DGCX is an electronic commodity and currency derivatives exchange with over 200 members from across the globe, offering futures and options contracts covering the precious metals, energy, equities and currency sectors.  DGCX is a subsidiary of DMCC (Dubai Multi Commodities Centre), a Dubai Government Authority for trade, enterprise and commodities. For more information: www.dgcx.ae

DGCX also owns and operates the region’s largest and only multi-asset Clearing House – Dubai Commodities Clearing Corporation (DCCC). DCCC is federally regulated by the Securities & Commodities Authority (SCA) and is recognized as a Third-Country CCP by European Securities Markets Authority (ESMA) with over 90 clearers from across the globe. For more information: www.dccc.co.ae

 

 

Eurex 

 

 

Eurex Exchange is the marketplace of choice for the global derivatives community. It offers a broad range of international benchmark products and operate the most liquid fixed income markets in the world with about 2,000 products across nine asset classes, featuring open and low-cost electronic access. With market participants connected from 700 locations worldwide, trading volume at Eurex exceeds 1.7 billion contracts a year. We offer a wide choice of equity-based contracts on indexes, single equities, ETFs, dividends and some of the world’s most liquid fixed income derivatives on one single platform. 

Eurex Clearing is one of the leading central counterparties globally, clearing the broadest scope of products under a single framework in Europe. It serves 176 Clearing Members in 17 countries, managing a collateral pool of EUR 50 billion and processing a gross risk valued at almost EUR 16 trillion every month.

 

 

HGNH

 

 

横华国际简介
横华国际由中国·南华期货股份有限公司于2006年获中国证监会许可在香港设立。目前横华国际期货有限公司为境外多家交易所会员,并获得上海国际能源交易中心、大连商品交易所的海外中介机构的资格,南华美国为CME全面清算会员,横华新加坡为APEX清算会员并将成为SGX清算会员。横华国际致力于为全球客户提供国际一流的全球交易和清算服务。


HGNH International was approved by CSRC and incorporated in Hong Kong by Nanhua Futures Company Limited in 2006. Currently, HGNH International is not only the member of multiple overseas exchanges, but also obtained overseas Intermediaries of INE and DCE. Its subsidiary - Nanhua USA LLC is an active clearing member of CME Group. In addition, HGNH Singapore is APEX clearing member and already got the AIP for SGX clearing member. HGNH International devotes to offering top-tier global trading and clearing services to all the clients world-wide.

 

 

SGX 

 

 

 

 

Singapore Exchange is Asia’s leading and trusted market infrastructure, operating equity, fixed income and derivatives markets to the highest regulatory standards. As Asia’s most international, multi-asset exchange, SGX provides listing, trading, clearing, settlement, depository and data services, with about 40% of listed companies and 75% of listed bonds originating outside of Singapore.

SGX is the world’s most liquid offshore market for the benchmark equity indices of China, India, Japan and ASEAN and offers commodities and currency derivatives products. Headquartered in AAA-rated Singapore, SGX is globally recognised for its risk management and clearing capabilities. For more information, please visit www.sgx.com.

 

Stellar

 

 

 

 

Stellar Trading Systems has supplied its global client base with cutting edge trading systems for over 14 years. Offering the professional trader a suite of products noted for their ultra-fast performance coupled with a robust architecture. Stellar delivers an intuitive front end with comprehensive order and risk management. It has an emphasis on speed, displaying market data and routing orders as fast as possible. Placing the complexities and workload of the trading system onto the servers frees the front end to focus solely on trader interaction, enabling Stellar to respond instantly, even in the busiest of market conditions.

 

 

 

Media Partner 


 

 

Argaam

 

About Argaam : -
أرقام الاستثمارية هي شركة سعوديه متخصصة في تزويد و نشر البيانات و المعلومات المالية و الاقتصادية التي تهم المستثمرين وصناع القرار في السوق السعودي كانت البداية في  عام 2007 ، ومنذ ذلك الحين وأرقام تقوم بدور ريادي في رفع مستوى الوعي الاستثماري وتعزيز شفافية الاسواق ، من خلال توفير المعلومات الصحيحة و الدقيقة بالشكل المناسب في الوقت المناسب للمستثمرين و صناع القرار
تعتبر بوابة أرقام الوجهه الأولى للباحثين عن المعلومات المالية والتحليلات الاقتصـادية الدقيقة والمتعلقـة بالشـركات المدرجة في أسـواق الأسـهم السعودية.

Argaam Investment Company is Saudi Arabia's leading provider of financial news and intelligence. The company was incorporated in Saudi Arabia in 2007. Since then, it has played a leading role in raising investment awareness and improving market transparency in the Kingdom and beyond.
Accurate news reporting, objective coverage and insightful analysis of markets have become the cornerstones of the Argaam's brand, since inception.

 

 

 

 

 

 

Venue


Conrad Dubai
Sheikh Zayed Road, 308 Road, 49,
Dubai

 

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