Agenda

MIDDLE EAST WEALTHTECH FORUM 2021

DAY 1 | 3 MAY 2021, MONDAY
10:00 – 17:00

 

10:00 AM
WELCOME NOTE
CHAIRPERSON: Kunal Chawla, Founder & CIO, FinMark Capital Limited – UAE

10:05 AM
PANEL DISCUSSION: An Overview of Wealthtech Adoption in the Middle East
  • The changing face of client relationships in wealth management
  • The impact of a booming Fintech and Wealthtech ecosystem
  • Keys to success in digitization and how financial institutions can embrace technology

MODERATOR:
Kunal Chawla, Founder & CIO, FinMark Capital Limited – UAE

PANELLISTS:
Mones Bazzy, Head of Private Banking Wealth Management, Bank of Sharjah – UAE
Deepak Agarwal, CEO – Middle East and Africa, Kotak Mahindra (UK) Ltd. – UAE
Navneet Kampani, Managing DirectorChief Investment Officer & Risk Head, Lamer Capital Limited – UAE


10:50 AM
NETWORKING BREAK, MEETINGS & CONTESTS

11:05 AM
PANEL DISCUSSION: The Chief Investment Officer View: The Role of Investment Managers in the Post COVID-19 Era
  • Identifying technology opportunities for regulatory challenge
  • The path to becoming a digital leader in asset management
  • The risks, opportunities and new investment frontiers in the road to recovery

MODERATOR:
Mones Bazzy, Head of Private Banking Wealth Management, Bank of Sharjah – UAE

PANELLISTS:
Adam Malouf, Director – Investment, Government of Dubai Knowledge Fund – UAE
Jacques Bernard, General Manager, Wealth Element LLC – UAE
Kunal Chawla, Founder & CIO, FinMark Capital Limited – UAE


11:50 AM
KEYNOTE PRESENTATION | Introduction to eToro

Ihab Khader, Senior Account Manager, eToro – UK


12:00 PM
Q&A | CLOSING REMARKS

12:30 PM to 05:00 PM
SCHEDULED NETWORKING MEETINGS

DAY 2 | 4 MAY 2021, TUESDAY
10:00 – 17:00

 

10:00 AM
WELCOME NOTE
CHAIRPERSON:  Haytham El-Mansoury, Head of Wealth Management, Arab African International Bank – EGYPT

10:05 AM
OPENING KEYNOTE | Mastering Information in Wealth Management
  • The Rise of the Tech Industry – from soda to the internet
  • The Changing Landscape – shifting to a holistic advisory model
  • How to change and make it right using WealthTech

Luis Ugedo, Managing Director EMEA, Masttro – SWITZERLAND


10:15 AM
PANEL DISCUSSION: Regulatory Compliance and Innovation Trends in Wealth Management – A Global Perspective
  • A holistic view on forward-looking practices in Wealth Management
  • How digital technology will accelerate the transformation of wealth management
  • Are consumer expectations changing? What will be the best CX models going forward?

MODERATOR:
Deepak Agarwal, CEO – Middle East and Africa, Kotak Mahindra (UK) Ltd – UAE

PANELLISTS:
Kieron Franklin, Director Elite Banking & Wealth Management, RAK Bank – UAE
Ayesha Abbas, VCGM, Head of Priority and Premium Segments, Standard Chartered Bank – UAE
Avinash Menon, Head of Wealth Management, National Bank of Oman – OMAN


11:00 AM
NETWORKING BREAK, MEETINGS & CONTESTS

11:15 AM
PANEL DISCUSSION | Digitizing the Wealth Management Experience: Refocus On The Customer & Delivering Customer-centric Journeys
  • How to empower clients and build customer goodwill right from the start?
  • How to be in sync with investors’ demand for personalisation, low fees & better returns
  • The Great Wealth Transfer: How can wealth management teams align with the changing client demographics?

MODERATOR:
Ayesha Abbas, VCGM, Head of Priority and Premium Segments, Standard Chartered Bank – UAE

PANELLISTS:
Haytham El-Mansoury, Head of Wealth Management, Arab African International Bank – EGYPT
Renoy Kundukulam, CEO and Executive Director, Finmark Capital Limited – UAE
Chandrashekhar Kekane, Managing Director – GCC & Africa, ASK Investment Managers Ltd UAE


12:00 PM
Q&A | CLOSING REMARKS

12:30 PM to 05:00 PM
SCHEDULED NETWORKING MEETINGS