Register

AGENDA

Home / Agenda

CONFERENCE SCHEDULE

⏱️

09:00 - 10:00

REGISTRATION & WELCOME COFFEE
⏱️

10:00 – 10:05

OPENING NOTE BY THE CHAIRPERSON
⏱️

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.

    • ⏱️

    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

    • ⏱️

    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?

    • ⏱️

    11:05 – 11:35

    FIRESIDE CHAT- 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?

    • ⏱️

    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

    • ⏱️

    12:15 – 12:45

    NETWORKING BREAK
    ⏱️

    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

    • ⏱️

    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?

    • ⏱️

    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

    • ⏱️

    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

    • ⏱️

    14:45 – 14:50

    CLOSING REMARKS
    ⏱️

    14:50 – 15:50

    NETWORKING LUNCH
    ⏱️

    09:00 - 10:00

    REGISTRATION & WELCOME COFFEE
    ⏱️

    10:00 - 10:05

    OPENING NOTE
    ⏱️

    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

    • ⏱️

    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?

    • ⏱️

    10:45 - 11:30

    PANEL DISCUSSION: 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

    • ⏱️

    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

    • ⏱️

    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

    • ⏱️

    12:30 – 13:00

    NETWORKING BREAK
    ⏱️

    13:00 – 13:30

    FIRESIDE CHAT | 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

    • ⏱️

    13:30 – 13:50

    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

    • ⏱️

    13:50 – 14:30

    PANEL DISCUSSION | 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

    • ⏱️

    14:30 – 14:35

    CLOSING REMARKS
    ⏱️

    14:35 – 15:35

    NETWORKING LUNCH AND END OF SUMMIT PROGRAM