Professional Documents
Culture Documents
MEET
Ahmed Butti Ahmed Mohammed Al Mualla Ian MacDonald Christopher Durand
THE DECISION DUBAI CUSTOMS ABU DHABI DMCC ADIC
MAKERS and DUBAI WORLD
UAE
INVESTMENT
HOUSE
UAE UAE
UAE
w w w. g a i m - m e . c o m
Delegates and Attendees
will include:
With over 15 hours of exclusive networking opportunities, get in front of the leading lights of the Gulf
business community:
• Network with GAIM Middle East attendees, select Leaders in Dubai speakers and delegates, VIPS, and
special guests at the GAIM Middle East Opening Gala Dinner
• Build relationships with your peers at the Ahlan Wa Sahlan! Networking Reception Delegates by Industry
• Access over 500 of the most influential business people in the Gulf business community at the Middle East
Asset Managers
Business Achievement Awards ceremony and gala dinner
Investors
• Take an off-road adventure with new friends and old acquaintances during the Afternoon Desert Safari
& Allocators
Banks/ Prime
A limited number of special Complimentary VIP attendance passes are available for pre-approved members of Brokers
the investor community, including single family offices, endowments and foundations, sovereign wealth funds
and pension funds. If you think you may qualify for one of these special passes please contact Financial Services
jeremy.butcher@iirme.com or julia.wilson@iirusa.com. Software & Technology Service Providers
Sincerely,
Delegates by Region
40%
Jeremy Butcher, Co-Event Director Julia Wilson, Co-Event Director
Rest of World
GAIM MIDDLE EAST GAIM MIDDLE EAST 60% Gulf
ABOUT DUBAI
n addition to being the center of the exploding regional economic story, Dubai is an Emirate of captivating
I contrasts. From the timeless tranquility of the desert to the lively bustle of the souk, Dubai offers a kaleidoscope
©2008 IIR holdings, Ltd.
In a single day, you can experience everything from rugged mountains and awe-inspiring sand dunes to sandy
beaches and lush green parks, from dusty villages to luxurious residential districts and from ancient houses with wind
towers to ultra-modern shopping malls. The Emirate is both a dynamic international business centre and a laid-back
tourist escape; a city where the sophistication of the 21st Century walks hand in hand with the simplicity
of a bygone era.
These contrasts give Dubai its unique flavor and personality; a cosmopolitan society with an international lifestyle, yet
with a culture deeply rooted in the Islamic traditions of Arabia. Since earliest times, Dubai has been a meeting place,
bringing together the Bedouin of the desert interior with the pearl-diver, the merchant of the city with
the sea-going fisherman. Combine business with leisure this winter and visit the jewel in the Arabian Gulf
– Dubai awaits!
2 www.gaim-me.com
AGENDA AT A GLANCE
SATURDAY, NOVEMBER 15, 2008
7:00 Pre-registration 8:00 Opening Gala Dinner hosted by
SUNDAY, NOVEMBER 16, 2008 WORLD FINANCIAL MARKETS AND THE MIDDLE EASTERN INVESTOR
8:00 Registration and Breakfast 10:30 Networking Break
9:00 Opening Remarks from Conference Chairperson 11:00 The New Titans – The Rise of Sovereign Wealth Funds in Reshaping Global Capital Flows
Adnan Hassan, Former Senior Advisor, THE WORLD BANK, USA Drosten Fisher, Chief Economist, THE MONITOR GROUP, UK
9:15 2009 Global Investment Outlook – The Role of Geo-Politics in Shaping the World Financial Markets Robert Bush, CEO, MAJLIS CAPITAL, UAE
Nasser Saidi, Chief Economist, DIFC, UAE Christopher Durand, Head of Alternative Investments, ABU DHABI INVESTMENT COMPANY, UAE
Pippa Malmgren, President, THE CANONBURY GROUP, UK Ahmed Butti Ahmed, Director General, DUBAI CUSTOMS, UAE
Wolfango Piccoli, Analyst, Europe & Eurasia, EURASIA GROUP, UK
11:40 Regulatory Roundtable – GCCs Views on Alternative Investments
9:40 How Developments in the Gulf Investment Environment Are Affecting Future Returns in the GCC Region Mohammed Al Tajer, Director – Financial Institutions, CENTRAL BANK OF BAHRAIN, Bahrain
MODERATOR - Haissam Arabi, Managing Director, SHUAA ASSET MANAGEMENT, UAE EMIRATES SECURITIES AND COMMODITIES AUTHORITY, UAE
Deepak Gurnani, Managing Director Asset Management, INVESTCORP, Bahrain Shashank Srivastava, Director Strategy and Planning, QATAR FINANCIAL CENTRE AUTHORITY, Qatar
Praveen Jagwani, Director - Asset Management, EFG HERMES, UAE 12:10 Luncheon Hosted by
Joseph Joseph, Senior Investment Manager, GLOBAL INVESTMENT HOUSE, Kuwait
Orhan Osmansoy, CEO, THE NATIONAL INVESTOR, UAE
Track A Track B
Advancing Alternatives & Fund Management For Fund Managers, Strategic Investments in Alternatives For Investors and Allocators
Asset Managers, Investment Officers
1:30 Market Depth in the Gulf – New Structures and Instruments for Improving Alternative Strategic Asset Allocation – What Will Determine the Competitive Edge for Top Returns When Incorporating
Investment Strategies Hedge Funds Into an Asset Allocation Framework?
Eric Swatts, Partner and Head of Asset Management, RASMALA INVESTMENTS, UAE Mohammed Al Mualla, Principal – Investment Placement, ABU DHABI INVESTMENT HOUSE, UAE
Shakir Mahmood, V.P. International Investment, MAJID AL FUTTAIM TRUST LLC, UAE Dr. Robert B. Litterman, Managing Director, Quantative Resources, GOLDMAN SACHS ASSET
MANAGEMENT, USA
Guido Schlegel, Multi Asset Class Solutions Middle East, CREDIT SUISSE, UAE
2:05 Creative Alternatives in Financing – Using Permanent Capital to Actively Manage the Liability Side of a Creating Alpha - Winning Alternative Investment Strategies in 2008 and What Will Work for 2009
Fund’s Balance Sheet as a Source of Alpha and to Reduce Risk
Brian Williamson, J.D., C.P.A., Managing Director, OPPENHEIMER & CO., USA
Mona Aboelnaga Kanaan, President & CEO, PROCTOR INVESTMENT MANAGERS LLC, USA
Shoaib Khan, Senior Portfolio Manager, UBP ALTERNATIVE INVESTMENTS, UNION BANCAIRE PRIVÉE, UAE
2:40 Meeting the Alternative Investments Needs of Middle Eastern Asset Allocators and Managers Allocators Perspectives on Recruiting the Best in Class Managers
Nigel Stillitoe, Executive Officer (Middle East), THAMES RIVER CAPITAL, UK Bill Grayson, President, FALCON GROUP, USA
Nick Tolchard, Head of International Development, INVESCO ASSET MANAGEMENT LTD, UAE Sean Daykin, Head of Investment Funds, EMIRATES INVESTMENT SERVICES, UAE
Scott Callendar, Managing Director, AXA IM, Qatar Nikesh Daryani, Portfolio Manager, Asset Management, ALGEBRA CAPITAL, UAE
3:15 Afternoon Tea Break
4:00 EXCLUSIVE
The Responsibility of Business – Society Needs Businesses to Be Accountable
James Wolfensohn, Former President of THE WORLD BANK (1995 - 2005)
5:30 Ahlan Wa Sahlan! Networking Reception
8:00 The 2nd Annual Middle East Business Achievement Awards and Gala Dinner
MONDAY, NOVEMBER 17, 2008 VOLATILITY AND LIQUIDITY – GENERATING ALPHA IN 2009
8:00 Registration and Breakfast 11:35 Convergence of Business Models – Hedge Funds, Private Equity and Real Estate - Blurring the Lines in
the Search to Achieve the Highest IRRs and Increase AUM
9:00 Opening Remarks from Conference Chairperson
Ken Lehman, Managing Director, KENDALL INVESTMENTS LLC, USA
9:10 Shari’ah Asset Management: Significance of the Seeding Model to Incorporate Alternative Investment Richard Dallas, Managing Director, Investments, GULF CAPITAL, UAE
Structures within Islamic Law
Eric Meyer, CEO, SHARIAH CAPITAL, USA
Ian MacDonald, Executive Director, Gold, DMCC, UAE
12:05 How Leading Funds Are Managing Their Balance Sheet and Exposure to Counterparty Risk
Eric Lazear, Head of Operations, FIM, USA
9:30 The Investment Managers: Successfully Managing Hedge Fund Operations in Accordance with Islamic law Lauri Martin, Global Deputy Head of Structural Risk, UBP, USA
John Hathaway, Senior Manager Director, Portfolio Manger, TOCQUEVILLE ASSET MANAGEMENT, USA
John M. Budzyna, Managing Director and Head of Hedge Fund Consulting, DEUTSCHE BANK
Russell Lucas, Co-Founder, Portfolio Manager, LUCAS CAPITAL MANAGEMENT, USA SECURITIES, INC., USA
10:00 Panel Session: Shari’ah Focus – Islamic Alternative Investments Hassan Nasser, Financial Compliance Director, DUBAI MULTI COMMODITIES CENTRE, UAE
Eric Meyer, CEO, SHARIAH CAPITAL, USA 12:35 Luncheon
Mohammed Shaheed Khan, Senior Vice President, ISLAMIC FINANCE CO., UAE
1:45 EXCLUSIVE
10:20 Networking Break
The Uncertainty of Business – Investment, Transition and Crisis
11:00 Taking Advantage of Increased Volatility Resulting from the Credit Crunch and Lack of Market Liquidity Sir Win Bischoff, Chairman of CITI
Sean Reynolds, Portfolio Manager, VAN ECK, USA
Michael Preiss, Associate Director, HSBC MIDDLE EAST, UAE 2:30 Quick Fire Showcase of Hedge Funds
Anatoly Romanovsky, Investment Director, HERMITAGE CAPITAL, UK 3:00 Afternoon Tea
Hani Kablawi, Managing Director, Head of Middle East and Africa, BANK OF NEW YORK MELLON, UAE
Track A Track B
Alternatives to Alternatives – A Strategies Showcase Traditional versus Emerging Markets
3:30 Achieving Higher Returns Through Sustainable Development and Environmentally Driven Investing Selecting the Most Appropriate Jurisdiction – Middle East Domiciled Hedge Fund versus Offshore Alternatives
Hilary Joy Kramer, Founder and CEO, GREENTECH RESEARCH LLC, USA Loveen Israni, Managing Director, JUPITER INVESTMENT CORP, UAE
Fawaz Elmalki, Associate, CONYERS DILL & PEARMAN, UAE
3:45 Real Estate – Identifying the Pockets of Opportunity in the Middle East, Europe, the US and Opportunities in Real Assets – Commodities, Agriculture and Infrastructure
Across the Globe Nasir Hasan, ABU DHABI INVESTMENT COMPANY, UAE
Drew Fox, Senior Vice President, ING CLARION REAL ESTATE SECURITIES, USA Miguel Gutierrez, Partner – Head of Illiquid Strategies, THE ROHATYN GROUP, USA
Waseem Anwer, Managing Director, CHICAGO CAPITAL GROUP, USA
4:00 Seeking Uncorrelated Betas Beyond Stocks and Bonds – Nanotechnology, Art Funds and Other Alternatives China Versus India – A Tale of Two Growth Engines
to Alternatives Viren Khanna, Principal, LUCROS ADVISORS, UAE
Keith Reid, Senior Manager, DAMAN SECURITIES, UAE
4:15 Dislocated Markets – Opportunities in Distressed Debt and Event Driven Strategies Surpassing the Benchmark in Latin America: Brazil and Other Opportunities in Central & South America
Ron D’Vari, Managing Director, BLACKROCK, USA Lou Gerken, Chairman & CEO, GERKEN CAPITAL ASSOCIATES, USA
Robert Russell, Senior Portfolio Manager, AVENUE CAPITAL, UAE Alexander Gorra, Head of International Platform, BNY MELLON ARX, Brazil
4:30 End of Day Two
J
7:00 8:00
SUNDAY, NOVEMBER 16, 2008 WORLD FINANCIAL MARKETS AND THE MIDDLE EASTERN INVESTOR
8:00 Registration and Breakfast 10:30 Networking Break
9:00 Opening Remarks from Conference Chairperson 11:00 The New Titans – The Rise of Sovereign Wealth Funds in Reshaping
Adnan Hassan, Former Senior Advisor, THE WORLD BANK, USA Global Capital Flows
• The outlook for SWF continued capital growth in the Gulf and beyond
9:15 2009 Global Investment Outlook – The Role of Geo-Politics in Shaping • SWF investment activity – how much of the investment capital is FDI versus reinvested
the World Financial Markets domestically?
• Where do the strategic opportunities lie and how will geo-politics, re-pricing of credit • SWFs as tools for national diversification
risk and macroeconomics impact investment returns? • Global barriers to capital flows – the challenge of strategic national interests when SWFs
• Insight into the US recovery – was 2008 the trough, or is there more turmoil to come? invest abroad
• SWF attitudes to hedge funds and how to access their liquidity
• A property led global negative trend – will the global economy recover or fall
into recession? • What family offices and individual investors can learn from the strategies of SWFs
Nasser Saidi, Chief Economist, DIFC, UAE Ahmed Butti Ahmed, Director General, DUBAI CUSTOMS and DUBAI WORLD, UAE
Pippa Malmgren, President, THE CANONBURY GROUP, UK Drosten Fisher, Chief Economist, THE MONITOR GROUP, UK
Wolfango Piccoli, Analyst, Europe & Eurasia, EURASIA GROUP, UK Robert Bush, Chief Executive Officer, MAJLIS CAPITAL, UAE
Christopher Durand, Head of Alternative Investments, ABU DHABI INVESTMENT
9:40 How Developments in the Gulf Investment Environment Are Affecting COMPANY, UAE
Future Returns in the GCC Region
• GCC currency union and common market – how the trillion dollar emerging common 11:40 Regulatory Roundtable – GCC’s Views on Alternative Investments
market may affect liquidity of regional investments • What are regional Middle Eastern regulators doing to attract hedge funds to the region?
• Exploring currency pegs – how will available options for regional Governments impact • Developing ‘qualified investor’ provisions and other exemptions to facilitate hedge funds
capital flows? • Can investors have confidence in the GCC regulatory frameworks?
• Developing financial instruments for the maturing Gulf market • The burden of oversight by the GCC – what are your options for a Gulf based fund?
• Correlation to global markets – how insulated is this region from the rest of the world? • Compliance, transparency and disclosure requirements around the region
• The evolution of traditional Gulf investors – from real estate and PE to hedge funds Mohammed Al Tajer, Director – Financial Institutions, CENTRAL BANK OF BAHRAIN,
• What are the implications of the proposed VAT on regional and foreign investor returns? Bahrain
• Availability and sophistication of prime brokerage facilities
EMIRATES SECURITIES AND COMMODITIES AUTHORITY, UAE
MODERATOR - Haissam Arabi, Managing Director, SHUAA ASSET MANAGEMENT, UAE
Shashank Srivastava, Director Strategy and Planning, QATAR FINANCIAL CENTRE
Orhan Osmansoy, CEO, THE NATIONAL INVESTOR, UAE AUTHORITY, Qatar
Deepak Gurnani, Managing Director Asset Management, INVESTCORP, Bahrain
12:10 Luncheon Hosted by
Praveen Jagwani, Director - Asset Management, EFG HERMES, UAE
Joseph Joseph, Senior Investment Manager, GLOBAL INVESTMENT HOUSE, Kuwait
TRACK A TRACK B
Advancing Alternatives & Fund Management Strategic Investments in Alternatives
For Fund Managers, Asset Managers, Investment Officers For Investors and Allocators
1:30 Market Depth in the Gulf – New Structures and Instruments for Improving Alternative Strategic Asset Allocation – What Will Determine the Competitive Edge for Top Returns
Investment Strategies When Incorporating Hedge Funds Into an Asset Allocation Framework
• How exchange consolidation is facilitating increasing depth and transparency of markets • The endowment model revisited – comparing target rates of return, risk profile and investment
and providing a viable investment climate for global investors horizons to understand if they are really the best model
• Changing traditional custody and brokerage models – why the DIFX is getting it right • Optimizing asset allocation using a tactical approach
• Increasing investment avenues in local markets through developments in margin trading • How to blend strategies and incorporate uncorrelated assets in portfolio construction – using hedge
and ETFs funds, private equity and real estate to achieve risk and return objectives
Eric Swatts, Partner and Head of Asset Management, RASMALA INVESTMENTS, UAE • Looking at hedge funds with a long term perspective
Shakir Mahmood, V.P. International Investment, MAJID AL FUTTAIM TRUST LLC, UAE Mohammed Al Mualla, Principal – Investment Placement, ABU DHABI INVESTMENT HOUSE, UAE
Dr. Robert B. Litterman, Managing Director, Quantative Resources, GOLDMAN SACHS ASSET
MANAGEMENT, USA
Guido Schlegel, Multi Asset Class Solutions Middle East, CREDIT SUISSE, UAE
2:05 Creative Alternatives in Financing – Using Permanent Capital to Actively Manage the Creating Alpha – Winning Alternative Investment Strategies in 2008 and What Will Work
Liability Side of a Fund’s Balance Sheet as a Source of Alpha and to Reduce Risk for 2009
• Structuring products to increase the duration and diversity of assets to meet the needs of a wider • Across Equity long/short to fixed income, macro and multi-strategy, what are the top performing
range of investors including the Middle Eastern investor strategies predicted to be for the upcoming year?
• Using permanent capital to bridge the asset - liability mismatch • How are the allocations flows expected to change across the various hedge funds and strategies?
• What does it mean for investors – what are they willing to pay for high-quality hedge fund assets? • Investing in converging alternative marketplace – complimentary hedge funds and private equity
Mona Aboelnaga Kanaan, President & CEO, PROCTOR INVESTMENT fund strategies
MANAGERS LLC, USA Brian Williamson, J.D., C.P.A., Managing Director, Private Equity, OPPENHEIMER & CO., USA
Shoaib Khan, Senior Portfolio Manager, UBP ALTERNATIVE INVESTMENTS, UNION BANCAIRE
©2008 IIR holdings, Ltd.
PRIVÉE, UAE
2:40 Meeting the Alternative Investments Needs of Middle Eastern Asset Allocators Allocators Perspectives on Recruiting the Best in Class Managers
and Managers • Devising strategies for the manager selection process
• What makes the new breed of Gulf based investors tick? How do they think, what do they look for • Employing quantitative analysis to understand how a given manager will affect the risk and return
and how can you ensure that you address their needs? of the fund’s portfolio
• Building relationships to gain access to the regional investor base • Fundamentals analysis in selecting between various managers, their investment styles and how they
• Identifying their preferences and understanding their risk appetite when choosing between various will perform in the future
investment vehicles Bill Grayson, President, FALCON GROUP
• Manager selection techniques in the Gulf – local versus international preferences Padma Krishnan, Head of Asset Management, SOLIDARITY ISLAMIC INSURANCE AND ASSURANCE
CO., Bahrain
• Providing viable regional investment options to local investors who in the past invested abroad
Sean Daykin, Head of Investment Funds, EMIRATES INVESTMENT SERVICES, UAE
Nigel Stillitoe, Executive Officer (Middle East), THAMES RIVER CAPITAL, UK
Nick Tolchard, Head of International Development, INVESCO ASSET MANAGEMENT LTD, UAE Nikesh Daryani, Portfolio Manager, Asset Management, ALGEBRA CAPITAL, UAE
Scott Callendar, Managing Director, AXA IM, Qatar
4 www.gaim-me.com
4:00
EXCLUSIVE
The Responsibility of Business – Society Needs Businesses to Be Accountable
• The World Today: An overview of the worlds’ wealth distribution and its effect on global business and development
• Looking After Your Own: How investing socially in your community will develop the youth at your doorstep. Creating home grown talent to ensure sustainability, growth and continued success for your
organization
• Redesigning Charity: The global economic impact of giving back to the poor to reduce the ‘rich-poor divide’ across the world for mutual gain
• Responsibility as a Core Competency: Why social responsibility is no longer a choice but an essential part of your global strategy
James Wolfensohn, Former President of THE WORLD BANK (1995 - 2005)
He was one of only three presidents in the World Bank’s history to be reappointed for a second five-year term. As President of the World Bank, he travelled to more than 120 countries in order to
pursue the challenges facing the World Bank in regard to poverty and environmental issues. He successfully led initiatives on debt reduction, environmental sustainability, anti corruption
programs, and AIDS prevention and treatment. He developed activities on religion and culture and decentralized overseas offices, linking them by the most modern telecommunications system in
the international community. Prior to joining the World Bank, Mr. Wolfensohn was an international investment banker. His last position was as President and Chief Executive Officer of James
D. Wolfensohn, Inc., his own investment and corporate advisory firm set up in 1981 to work with major U.S. and international corporations.
Mr. Wolfensohn is Chairman of Wolfensohn & Company, LLC, a private investment firm and an advisor to corporations and governments. He became Chairman of Citigroup International Advisory Board on
April 18, 2006. He is also advisor to Citigroup’s senior management on global strategy and on international matters. James’ expertise in finance and investment alongside his sincerity and hope for developing
nations to help themselves, make him an authority on the benefits, need and gain to be had in giving back to society and the environment.
5:30 Ahlan Wa Sahlan! Networking Reception with Desert Desserts – True Arabian hospitality at the heart of the regional business center!
The Arabian culture is famed for its tradition of warm hospitality, focusing on welcoming travelers as well as one would welcome family. Join us at this sumptuous evening reception and enjoy the traditional welcome that
only this region can offer.
Desert Desserts is a Bedouin themed evening reception that will help you relax in the company of your friends and peers. With a cold drink and a warm atmosphere, take an hour to kick back and enjoy some traditional
entertainment and sample a range of the delectable sweet local delicacies.
Please contact Arben Jusufi at sponsorship@iirme.com or Tel: +971-4-407-2716 if you are interested in sponsoring this activity.
8:00 The 2nd Annual Middle East Business Achievement Awards and Gala Dinner
During an unrivalled celebration of excellence – meet and network with the leading lights of the Gulf business community. No other event gives you the opportunity to build the
relationships that will enable you to access the incredible growth potential of this region.
As the economies of the Middle East develop at a rapid pace, so does the need to salute and reward industry leaders, high achievers and innovators.
The 2nd Annual Middle East Business Achievement Awards will recognize and reward outstanding success, innovation and ethics across Middle East business. The Awards will again honor Middle East industry leaders
through the appreciation of innovative business processes, business excellence and overall business success, plus acknowledge publicly the vital contribution made by individuals and by companies to the vibrancy of business
in this region.
The MEBA Awards ceremony and gala dinner will be held at the InterContinental Hotel, Festival City, Dubai, UAE. Over 800 regional business leaders, Leaders in Dubai Business Forum speakers and attendees, VIP
guests and senior Government representatives will gather to celebrate and recognize the accomplishments of this dynamic region.
MONDAY, NOVEMBER 17, 2008 VOLATILITY AND LIQUIDITY – GENERATING ALPHA IN 2009
8:00 Registration and Breakfast 11:35 Convergence of Business Models – Hedge Funds, Private Equity and Real
Estate, Blurring the Lines in the Search to Achieve the Highest IRRs and
9:00 Opening Remarks from Conference Chairperson Increase AUM
• How hedge funds may already be mimicking the PE model with respect to seeking board
9:10 Shari’ah Asset Management: Significance of the Seeding Model to seats and influencing management decisions made by companies
Incorporate Alternative Investment Structures within Islamic Law • Structuring longer term investments to generate alpha in a world of shrinking returns
• Why the Dubai government/DMCC has taken a leadership role in Islamic Finance and and larger sized funds
Shari’ah complaint hedge funds. • Convergence impact on investors’ desire and ability to diversity investments
• Shari’ah asset management: Demonstrating commitment; building a brand
Ken Lehman, Managing Director, KENDALL INVESTMENTS LLC, USA
• Dubai Shariah Asset Management (DSAM) – the power of partnership with
Shariah Capital Richard Dallas, Managing Director, Investments, GULF CAPITAL, UAE
Eric Meyer, CEO, SHARIAH CAPITAL, USA
12:05 How Leading Funds are Managing Their Balance Sheet and Exposure to
Ian MacDonald, Executive Director, Gold, DMCC, UAE Counterparty Risk
• Structuring terms of counter-party transactions to manage the risk profile of the fund
9:30 The Investment Managers: Successfully Managing Hedge Fund • Managing counterparty risk through effective operational due diligence and best
practice risk management
Operations in Accordance with Islamic law
• Examples of funds that had liquidity and counterparty issues
• Why a partnership with DSAM/DMCC is a unique opportunity
Eric Lazear, Head of Operations, FIM, USA
• What is the attraction to offer a Shariah compliant product and what changes to
investment style have you made to accommodate Shariah? Lauri Martin, Global Deputy Head of Structural Risk, UBP, USA
• How similar is performance to the conventional funds with similar strategies? John M. Budzyna, Managing Director and Head of Hedge Fund Consulting, DEUTSCHE
John Hathaway, Senior Manager Director, Portfolio Manger, TOCQUEVILLE ASSET BANK SECURITIES, INC., USA
MANAGEMENT, USA
Hassan Nasser, Financial Compliance Director, DUBAI MULTI COMMODITIES
Russell Lucas, Co-Founder, Portfolio Manager, LUCAS CAPITAL MANAGEMENT, USA CENTRE, UAE
10:00 Panel Session: Shari’ah Focus – Islamic Alternative Investments 12:35 Luncheon
• How important is Shari’ah compliance to GCC investors?
• Performance is the bottom line – how do Shari’ah compliant funds
stack up against others? 1:45
• Creative Islamic structured products and instruments – are they truly Halal? EXCLUSIVE
• Analyzing the latest attempts at establishing Islamic hedge funds The Uncertainty of Business – Investment, Transition and Crisis
Eric Meyer, CEO, SHARIAH CAPITAL, USA • Opportunities versus Risk
Mohammed Shaheed Khan, Senior Vice President, ISLAMIC FINANCE CO., UAE • Beyond The Big 4
©2008 IIR holdings, Ltd.
5
To Register, Call +971-4-3352437 • Fax +971-4-3352438 • Email register@iirme.com
Track A Track B
Alternatives to Alternatives – A Strategies Showcase Traditional versus Emerging Markets
3:30 Achieving Higher Returns through Sustainable Development and Environmentally Selecting the Most Appropriate Jurisdiction – Middle East Domiciled Hedge Fund
Driven Investing versus Offshore Alternatives
• Techniques for integrating sustainability issues into portfolio investment decisions • Is a Middle Eastern fund worth the trouble?
• How does investing in sustainable development affect portfolio returns? • What are the payoffs for being domiciled in the Gulf?
• Fund extension verses raising a new fund
• Finding value in Cleantech and Carbon Credits – are these concepts financially sustainable, or merely
passing trends based on public perception of global warming? • Exploring the advantages of offshore alternatives Bermuda, British Virgin Islands, Cayman
Islands and Mauritius
Hilary Joy Kramer, Founder and CEO, GREENTECH RESEARCH LLC, USA
Loveen Israni, Managing Director, JUPITER INVESTMENT CORP, UAE
Fawaz Elmalki, Associate, CONYERS DILL & PEARMAN, UAE
3:45 Real Estate – Identifying the Pockets of Opportunity in the Middle East, Europe, the US and Opportunities in Real Assets – Commodities, Agriculture and Infrastructure
Across the Globe • How is investment and hedging of commodities and agriculture funds affecting the global
• Examining the effects of the subprime crisis on the global real estate market markets and global capital flows?
• Where is the market overvalued – in the Middle East, will the bubble burst? • Where are we in the commodities price cycle – is there still money to be made?
Drew Fox, Senior Vice President, ING CLARION REAL ESTATE SECURITIES, USA • Business models for infrastructure investment – PPP, equity, mezzanine finance
Waseem Anwer, Managing Director, CHICAGO CAPITAL GROUP, USA • Risk management in large scale infrastructure projects
• Comparing infrastructure investments in emerging and established markets
Nasir Hasan, ABU DHABI INVESTMENT COMPANY, UAE
Miguel Gutierrez, Partner - Head of Illiquid Strategies, THE ROHATYN GROUP, USA
4:00 Seeking Uncorrelated Betas Beyond Stocks and Bonds – Nanotechnology, Art Funds and Other China Versus India – A Tale of Two Growth Engines
Alternatives to Alternatives • The engine of world growth in the coming decade?
• Pushing the boundaries of GCC alternatives in the search of profit potential • How can you gain access to the Chinese story?
• Effective models for standardizing and commoditizing hard to value assets • When will India join the ranks of global SWFs?
• Is this a trend or will art funds be around after liquidity returns to the markets? Viren Khanna, Principal, LUCROS ADVISORS, UAE
Keith Reid, Senior Manager, DAMAN SECURITIES, UAE
4:15 Dislocated Markets – Opportunities in Distressed Debt and Event Driven Strategies Surpassing the Benchmark in Latin America: Brazil and Other Opportunities in
• Continued global implications from the US mortgage credit debacle for investment returns Central and South America
• Are the further expected losses and who will bear them? • What is the macro economic picture in Latin America – is sustainable continued growth on
the horizon?
• Strategies to capitalize on dislocations
• Is there liquidity, depth and volatility beyond Brazil?
• How to evaluate opportunistic distressed funds investing in mortgage loans, securities, and CDOs?
Lou Gerken, Chairman & CEO, GERKEN CAPITAL ASSOCIATES, USA
• Clean-sheet of paper - investing in new operating companies focused on solutions
Alexander Gorra, Head of International Platform, BNY MELLON ARX, Brazil
• Recapitalization of banks, financial institutions, and specialty finance companies
Ron D’Vari, Managing Director, BLACKROCK, USA
Robert Russell, Senior Portfolio Manager, AVENUE CAPITAL, UAE
6 www.gaim-me.com
SPONSORS AND MEDIA PARTNERS
Exhibition
GAIM Middle East is the ultimate networking arena within this industry. Through the exhibition, you will have the opportunity to associate your brand with this exceptional and exclusive event, and present your new
products and services to new as well as already existing clients that will attend this forum.
For more information on sponsorshop and exhibition opportunities please contact: Arben Jusifi on E-mail: sponsorship@iirme.com or Tel: +971-4-4072716
Media Partners:
For Sponsorship and Exhibition Opportunities Call Arben Jusufi at sponsorship@iirme.com or Tel: +971-4-407-2716 7
November 16 - 19, 2008
Dubai International
Exhibition Centre UAE
2nd Delegate
3rd Delegate
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