Speakers
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Ali Shafa-Amri
Gaurav Sharma, Standard Chartered Bank
Gaurav is part of the Wealth Management team at Standard Chartered Bank and currently supports Managed Investment strategy and its execution in the Middle East region. This includes responsibility for product lifecycle management of investment products such as mutual funds, Exchange Traded Funds, Private Credit, Private Real Estate and other alternatives.
Gaurav joined Standard Chartered in 2017, prior to which he worked in Strategy and Sales roles of Financial Products for almost a decade with regional and multinational Financial Institutions.
Gaurav is an Engineering graduate and holds a Masters in Business Administration from SP Jain Centre of Management where he was also awarded Gold Medal for academic achievements.
He is a CFA® charterholder and has also completed short term courses from Cambridge University and Harvard Business School.
Dhaval Mehta, DBS Private Bank
With almost 18 years of global banking experience, Dhaval provides portfolio advisory to a clientele that includes UHNWs, SFOs, MFOs and HNW individuals. He has worked in multiple geographies with the most recent being Singapore where he was based for 11 years. His resume includes stints with Citibank, HSBC, Abn Amro and currently DBS where he has spent the last 6 years. He has been instrumental in building a coherent Investment Strategy in conjunction with CIO office and executing multi-asset mandates for an asset base of over $1bn. He holds a CFA Charter and an MBA in Finance.
Kishore V Ranganathan, First Abu Dhabi Bank
Kishore serves as an Executive Director at FAB Private Banking, overseeing the Alternatives business as part of the Products and Services team. With over 20 years of experience in Wealth Management, he has worked in various areas such as relationship management, investment advisory, and product lifecycle management. Before joining FAB in 2023, Kishore successfully managed the funds business for HSBC in the Middle East. He is a CFA charter holder. Outside of work, Kishore is known for his passion for endurance sports and can often be spotted running or biking around the streets of Dubai
Workshops
Workshops
Private Credit: Unpacking the Opportunities in Direct Lending
Interest in Private Credit has increased substantially in the last 12 months as global interest rates have risen on the back of higher inflation. Retrenchment by traditional lenders has left a significant void that asset managers have filled to provide corporates with a stable source of capital. As the largest direct lender globally, Ares is ideally placed to provide insight into the key drivers within the private credit market and where we see the most attractive risk-adjusted opportunities.
Workshop Objective: Gain insight into the key drivers within the private credit market and the opportunities that exist for investors in US direct lending.
Speakers
Charles Gans-Lartey
Managing Director, Credit Product Specialist
Mr. Gans-Lartey is a Managing Director within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2022, Mr. Gans-Lartey was a Senior Product Specialist in the Private Wealth Solutions Group at Blackstone, where he focused on credit strategies. Previously, Mr. Gans-Lartey was a Vice President in the Alternative Investments and Manager Selection (AIMS) Group at Goldman Sachs, where he focused on the group's hedge fund platform.
Representatives
Omar Rauf
Principal, Private Wealth Partnerships
Mr. Rauf is a Principal within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2022, Mr. Rauf was a Director at AllianceBernstein in London, where he focused on business development within the financial intermediaries group. Previously, he was a Business Development Manager at Robeco in London and Abrdn in London and Zurich, where he covered key global financial institutions and wealth managers. Mr. Rauf holds a B.Sc. (Hons) from University College London (UCL) in Geography.
Nick Votier
Senior Associate, Private Wealth Partnerships
Mr. Votier is a Senior Associate within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2023, Mr. Votier was an Associate Director at HSBC Asset Management, where he focused on investor relations activities for the business' alternative investment capabilities, including infrastructure debt, private credit, private equity and venture capital. Mr. Votier holds a B.Sc. (Hons) from the University of Bristol in Economics. Mr. Votier is a CFA Charterholder.
Meeting the moment with Private Credit/Direct Lending
Blue Owl offers access to direct lending strategies focused on U.S. middle market and enterprise software companies that are poised to deliver positive real yields, diversification, and contribute to reducing the overall portfolio volatility.
Workshop Objective: Increase allocators’ awareness of Blue Owl’s Private Credit expertise and unique vantage point on software lending accessible via our evergreen product solutions.
Company Profile: Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With $157 billion in assets under management1, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional and individual investors differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.
Together with over 600 experienced professionals across 10 offices globally, Blue Owl brings the vision and discipline to create the exceptional.
www.blueowl.com
Blue Owl LinkedIn
1As of September 30, 2023
Speakers
Jeremy Marchat
Principal, International Private Wealth at Blue Owl Capital
Jeremy Marchat is a Principal at Blue Owl and member of the International Private Wealth Team. In his role, he focuses on the expansion of Blue Owl’s private wealth business across EMEA, and supporting client relationships for all Blue Owl strategies.
Prior to joining Blue Owl, Jeremy was leading the Client Coverage Team at Credit Suisse AG out of Geneva, where he was promoting Credit Suisse Liquid Alternatives Globally, with a strong focus on Middle East and the Swiss market.
Before joining Credit Suisse, Jeremy spent seven years at UBS AG in Zurich and later in Singapore, where he led the Hedge Fund Product Specialist team across South East Asia.
Jeremy received his M.Sc. in Financial Engineering from the University of Lausanne, Switzerland in 2010 and is a CAIA Charterholder.
Representatives
Joanna Antkowiak
Principal
Joanna Antkowiak is a Principal of Blue Owl and member of the International Private Wealth team. Based in London, she is responsible for managing the firm’s strategic distribution partnerships in EMEA, designing a strategy on entering new markets, and building the private wealth team across the region. Before joining Blue Owl, Joanna was a Vice President at Blackstone in their Private Wealth Solutions team. She is a CAIA charterholder.
Sea Change May Create a Historic Private Credit Opportunity
In recent years, banks have had to contend with multiple challenges - including enormous sums of hung bridge debt and uncertainty surrounding potential regulatory changes – presenting an opportunity for private lenders to continue to gain market share. At the same time, many market participants expect rate cuts in 2024 which could temper demand for floating-rate assets; however, interest rates are still above their ten-year average, and yields available to large private lenders remain very attractive. Looking ahead to 2024, we remain optimistic about the potential for the asset class to deliver attractive, risk-adjusted, equity-like returns.
Workshop Objective:
Introduce the Oaktree Capital credit investing advantage and explain how the current market environment could create a historic private credit opportunity for investors.
Company Profile: When Brookfield acquired a majority stake in Oaktree Capital in 2019, it created one of the world’s largest alternative asset managers. Now Brookfield Oaktree Wealth Solutions is delivering the two firms’ capabilities to private wealth investors, in partnership with their advisors.
We are a global network of professionals dedicated to delivering alternative solutions to the wealth market. Our solutions are built to meet the varying needs of individual investors, and they are coupled with market and investment insights based on our unique products and portfolio expertise. We offer specialized support for financial advisors and their clients, built on a foundation of investment excellence, integrity and alignment of interests.
Speakers
Oliver Wiedemeijer
Managing Director, Product Specialist
Oliver Wiedemeijer is a Managing Director at Brookfield Oaktree Wealth Solutions. In this role, he is responsible for product development and acts as a product specialist for EMEA and APAC.
Before joining Brookfield Oaktree Wealth Solutions in 2023, Mr. Wiedemeijer spent over 18 years at Credit Suisse, most recently serving as global head of due diligence and product strategy across private and alternative markets. He has held numerous alternative investment and client relationship management roles during his tenure. Mr. Wiedemeijer holds a Masters of Economics from St. Gallen University (HSG).
Representatives
Rosamond (Ros) Price
Managing Director – EMEA Region Head
Ros Price is Head of EMEA for Brookfield Oaktree Wealth Solutions, responsible for client relationship management with wealth intermediaries across Europe and the Middle East. Before joining Brookfield in 2019, Ms. Price was an executive vice president at PIMCO where she held positions in the Global Wealth Management and Institutional Account Management teams, most recently as head of Consultant Relations in the UK. She holds an International MBA from York University, Toronto, and a BA from McGill University.
Benefits of Evergreens & lessons learned
Partners Group has the longest track record in the market for evergreen private market solutions with more than 20 years of experience across various market cycles. Compared to competitors, Evergreen funds are a strategic part of our business with USD 44bn AUM (comprising 30% of our total AUM).
The fully paid-in structure enables immediate exposure to a mix of mature assets and assets in the value creation phase without a J-curve effect. The benefit of the compounding returns, together with the globally diversified portfolio has allowed us to achieve consistent double-digit performance and to outperform public markets at significantly lower volatility across various economic crisis. We will share our key learnings across market cycles.
Workshop Objective: Benefits of investing in private markets with evergreen funds and why manager selection is crucial for a good investment experience in a private market evergreen fund.
Company Profile: Partners Group is a leading global private markets firm, with USD 147bn in AUM, over 1,900 employees, and presence across 20 offices globally.
Since 1996, we have invested over USD 210bn in private equity, private debt, private real estate, and private infrastructure on behalf of our clients globally.
We seek to generate strong returns through capitalizing on thematic growth trends and transforming attractive businesses and assets into market leaders.
We are a committed, responsible investor and aim to create sustainable returns with lasting, positive impact for all our stakeholders.
Speakers
Christian Wicklein
Managing Director, Co-Head of Private Wealth Partners Group
Christian Wicklein is Co-Head of Private Wealth, based in Zug.
He has been with Partners Group since 2007 and has 16 years of industry experience.
Prior to joining Partners Group, he has assignments at Airbus S.A.S. and MTU Aero Engines.
He holds a master's degree in European Business from ESCP Europe, Germany.
Representatives
Venu Reddy
Head of Private Wealth Middle East Partners Group
Venu Reddy recently joined as the Head of Private wealth Middle East at Partners Group. Venu spent over 16 years at Invesco and previously worked at Citi and Prudential ICICI Asset Management.
Nael Antaki
Head of Institutional Client Solutions Middle East, Africa and Central Asia
Nael Antaki is Head of Institutional Client Solutions Middle East, Africa and Central Asia, at Partners Group. In his role, he is responsible for delivering the firm's private markets capabilities and solutions to Regional Sovereign Wealth Funds, Pension Funds and Family Offices
Strategies for vintage 2024-2026
Private Markets growth continues and the positive trend remains in place, fuelled by strong track record, diversification benefits, and sustainability credentials. Where do we suggest investors focus on from here to maximize their risk-adjusted returns?
To answer that, we will first review what has done well. Then, using a thematic lens, look at attractive areas that will benefit from structural shifts such as AI and Energy Transition. We’ll close with some of our own views on how to bring it all together in a private markets programme.
Workshop Objective: To look back at where we’ve been in Private Markets, and, using a thematic lens, understand we think we are going, before discussing how to bring it all together.
Company Profile: Schroders is a global investment management company with a rich heritage spanning over 200 years. We are dedicated to helping clients achieve their financial goals through active asset management. With offices in over 30 countries, we offer a wide range of investment products and solutions across equities, fixed income, multi-asset, and alternatives. Our investment approach is grounded in rigorous research and a long-term perspective, aiming to deliver sustainable returns for our clients. We pride ourselves on our client-centric focus, innovation, and commitment to responsible investing. As a trusted partner, we strive to provide exceptional service and investment expertise to individuals, institutions, and intermediaries worldwide.
Speakers
Ped Phrompechrut
Head of Portfolio Management, Private Asset Solutions
Ped is Head of Portfolio Management at Schroders Capital Private Asset Solutions. He has worked across investments, portfolio construction, and fund management in private markets since 2010 and prior to joining Schroders in 2018, he was Head of Private Markets Solutions at WTW. Qualifications: BBA, Ohio University. MBA, London Business School. CPA. CFA.
Representatives
Joe Tennant
Head of Middle East Intermediary
Joe became Head of Schroders Middle East Intermediary, after joining the Client Group in the summer of 2022.
Prior to this, he was an Investment Director in the Schroders Multi Manager team, a role he held since 2014.
Joe has been at Schroders since 2010 and holds the IMC in Investment Management, from CFA Society, UK.
Callum Ford
Client Executive
3 Years industry experience, with prior UAE experience in wealth management.
He gained the following awards with the Chartered Institute of Securities and Investment (CISI): Level 4 Investment Advice Diploma; Investment Operations Certificate (UAE); Risk in Financial Services; and Certificate in Wealth and Investment Management.
Callum holds an MSc in (Business) Management from University of Leeds, and BA Business Economics from Sheffield Hallam University.
Workshops
Workshops
Fund Group Workshop
Fund Group Workshop
Fund Group Workshop
Fund Group Workshop
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Workshop Objectives: Vivamus mattis mauris ac dui luctus, a rutrum tellus venenatis. Suspendisse congue pulvinar sem, non dapibus odio lobortis sed. Aliquam et justo accumsan, sollicitudin urna eu, accumsan enim. Ut varius pulvinar urna, et volutpat nulla interdum eu. Ut hendrerit libero quam, eget tristique sapien mollis eget. Morbi pretium sem lectus, id bibendum neque pulvinar eget. Maecenas at leo iaculis nibh euismod malesuada et eu felis. Praesent sagittis eu ex a aliquet.
Company Profile: Vivamus mattis mauris ac dui luctus, a rutrum tellus venenatis. Suspendisse congue pulvinar sem, non dapibus odio lobortis sed. Aliquam et justo accumsan, sollicitudin urna eu, accumsan enim. Ut varius pulvinar urna, et volutpat nulla interdum eu. Ut hendrerit libero quam, eget tristique sapien mollis eget. Morbi pretium sem lectus, id bibendum neque pulvinar eget. Maecenas at leo iaculis nibh euismod malesuada et eu felis. Praesent sagittis eu ex a aliquet.