CONFERENCE SCHEDULE
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09:00 - 10:00
REGISTRATION & WELCOME COFFEE
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10:00 – 10:05
OPENING NOTE BY THE CHAIRPERSON
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10:05 - 10:25
THE CRITICALITY OF INNOVATION, TRANSFORMATION, AND INTEGRATION TO GROWTH IN THE WEALTH MANAGEMENT INDUSTRY
- How machine learning helps wealth managers deepen client relationships?
- Drive Towards Digital Infrastructure Platforms
- API revolution - A key technology component in the wealth-management industry.
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10:25 – 10:45
PRIVATE WEALTH - SEIZING NEW OPPORTUNITIES IN THE BURGEONING PRIVATE WEALTH SPACE
- Can existing players and new entrants tap emerging strategies, products, tech, and talent to seize the opportunities ahead?
- Growing need intelligent & personalized advice
- Private Markets – not a luxury but a necessity
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10:45 - 11:05
DEMOCRATIZATION - HOW DO FIRMS BEST DEMOCRATIZE WEALTH MANAGEMENT TO MAXIMIZE RETURNS?
- New Public Policies Attempt to Democratize Investment
- Access to Equity, Not Access to Credit
- Has Public Policy Historically Shaped Finance?
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11:05 – 11:35
FIRESIDE CHAT: STATE OF WEALTHTECH IN MENA REGION
- Impact of a booming WealthTech ecosystem influenced by Fintech
- How financial institutions should embrace technology
- Dynamic customer engagement in wealth management
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11:35 – 12:15
PANEL DISCUSSION | BIG TECH DISRUPTION: BIG PROBLEM OR BIG OPPORTUNITY?
- Leap into remote communications
- Amenable to the client’s expectation for hyper-personalization
- Providing a seamless digital CX
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12:15 – 12:45
NETWORKING BREAK
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12:45 - 13:05
THE INCLINE OF COMMUNITY INVESTING & FINTECH
- Integrating an intuitive platform, providing a holistic view of the high-net-worth family
- Harnessing Fintech’s Impact Potential
- Experiment with approaches to quantifying the social impact of products
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13:05 - 13:45
PANEL DISCUSSION | THE WEALTH, ASSET MANAGEMENT, AND PRIVATE BANKING LEADERS' PERSPECTIVE: WHAT ARE THE BIGGEST THREATS AND OPPORTUNITIES ON THE HORIZON?
- Changes in the industry post-pandemic
- Importance of planning, investing and saving
- Will increased use of AI result in a higher unemployment rate?
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13:45 – 14:05
BLUEPRINT FOR WEALTH MANAGEMENT: ROBOTIC PROCESS AUTOMATION
- Importance of freeing wealth managers from repetitive, revenue-killing tasks
- Why is RPA relevant in investment and asset management?
- RPA applications to the Investment Management industry: A case study
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14:05 – 14:45
PANEL DISCUSSION | WHAT IS THE ROLE OF TECHNOLOGY IN NAVIGATING THE TRANSITION TO A CUSTOMER-CENTRIC BUSINESS MODEL AND MORE EFFICIENT BANKING?
- Rise of Artificial Intelligence (AI), Big data, machine learning, DLTs, and Blockchain
- • Enable mass access to traditional market & non-traditional market
- Technology trends, risks, and opportunities
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14:45 – 14:50
CLOSING REMARKS
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14:50 – 15:50
NETWORKING LUNCH
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09:00 - 10:00
REGISTRATION & WELCOME COFFEE
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10:00 - 10:05
OPENING NOTE
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10:05 - 10:25
TECH & FINLIT - THE BEST COMBINATION TO BIRTH A SMARTER INVESTOR
- Hedge Fund Managers replaced by Robo-Advisors
- Use of an investment app to diversify portfolios
- Generation with access to fintech
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10:25 - 10:45
MIDDLE EAST FAMILY OFFICES: A DECADE OF CHANGE
- Overview of major developments affecting Middle East family offices over the past decade
- In what ways can we shape the story to ensure the success of the individual and the region?
- What might the next ten years bring for the region and its family offices?
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10:45 - 11:30
PANEL DISCUSSION: THE RISE OF ESG: FROM A PERIPHERAL CONCERN TO THE CRITICAL COMPONENT OF INVESTMENT DECISION-MAKING
- How fintech can help banks tackle deforestation
- Human Rights Roadmap for Transforming Finance
- Are changing regulations a threat to WealthTech firms?
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11:30 – 11:50
TAKING A CUSTOMIZED APPROACH: TAILORING SOLUTIONS TO INDIVIDUALS AND CREATING VALUES-ALIGNED, SUSTAINABLE PORTFOLIOS
- The core of portfolio construction
- How can tailored portfolios help achieve sustainability goals?
- Complete integration of Sustainable Portfolio across the industry
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11:50 – 12:30
PANEL DISCUSSION | THE FUTURE OF WEALTH MANAGEMENT: NAVIGATING THE RATE OF CHANGE IN A DIGITALIZED WORLD
- The Future of Asset Management - Cryptocurrency and Blockchain
- Fintech revamps finance
- COVID-19 - Catalyst of Wealth Management
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12:30 – 13:00
NETWORKING BREAK
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13:00 – 13:40
PANEL DISCUSSION: DRIVING PORTFOLIO AND BEHAVIORAL ANALYTICS THROUGH BIG DATA, ML, DEEP LEARNING, AND NLP
- Deployment of AI and ML using big data
- Providing quantitative information on asset allocation and portfolio construction
- Transforming how the financial industry operates
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13:40 – 14:00
THE ROLE OF DIGITAL ASSET OFFERINGS IN THE GREAT WEALTH TRANSFER
- Regulatory and tax considerations for FOs/HNWIs
- Portfolio allocation and diversification of digital asset investment
- Centralized or decentralized cryptocurrency exchange
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14:00 – 14:30
FIRESIDE CHAT | DIGITAL MINDSET MOVING TO THE MAINSTREAM: THE TECHNOLOGY OF TOMORROW AND BECOMING THE LEADING INNOVATOR
- What is a Digital Mindset?
- Instilling a strong “learning to learn” mindset
- Leading organizations into the age of data, algorithms, and AI
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14:30 – 14:35
CLOSING REMARKS
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14:35 – 15:35