AGENDA

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CONFERENCE SCHEDULE

  • DAY 1 | 3rd MAY 2023, WEDNESDAY
  • DAY 2 | 4th MAY 2023, WEDNESDAY
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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

NETWORKING LUNCH AND END OF SUMMIT PROGRAM