• Explore a generational investment opportunity in U.S. private infrastructure, which has grown at a 26% CAGR over the past 15 years and has provided stable returns uncorrelated to public markets.
• This session will explore the convergence of multiple secular megatrends such as digitalization (i.e., data centre growth) and energy demand (i.e., clean energy and natural gas infrastructure), which has created the opportunity to generate attractive, tax-advantaged income via core, operating U.S. private infrastructure assets.
  
  

Workshop Objective:

• Discuss the drivers underpinning the increasing demand for infrastructure capital
• Understand the differentiated return profile of the Ares strategy
  
  

Company Profile:

Ares Wealth Management Solutions’ mission is to provide advisors and their clients access to innovative, solutions-oriented investment opportunities, across the Ares platform of industry-leading credit, private equity, real estate and secondaries strategies. Through our range of institutional and retail structures, coupled with excellent client service and educational resources, we help investors diversify their portfolios with private market solutions that seek to deliver consistent, long-term growth.

Private credit is continuing to grow rapidly, thanks to healthy growth drivers on both the supply and demand side. Investors are attracted to the potential higher yield the asset class has historically offered versus public credit, and borrowers and private equity sponsors are increasingly turning to private financing options for reasons such as speed of execution, certainty of commitment and more flexible solutions. In this workshop, you’ll learn why we believe the opportunity set for private credit will only continue to grow, and why we think Blackstone’s scale and experience positions it to take advantage of increased opportunities. 

Workshop Objective:

This workshop will explore how Blackstone's scale and experience uniquely position it to capitalise on emerging opportunities in private credit.

Company Profile:

Blackstone is the world’s largest alternative asset manager. We seek to deliver compelling returns for institutional and individual investors by strengthening the companies in which we invest. Our more than $1.1 trillion in assets under management include global investment strategies focused on real estate, private equity, infrastructure, life sciences, growth equity, credit, real assets, secondaries and hedge funds. Further information is available at www.blackstone.com. Follow @blackstone on LinkedIn, X (Twitter), and Instagram. 

In this presentation, we delve into the diverse investment opportunities available in various asset classes throughout the MENA region. With our in-depth analysis, we highlight the untapped potential and significant returns that these markets offer. We demonstrate why our firm is the ideal partner for institutional investors, asset allocators, fund selectors, and wealth advisors looking to capitalize on these opportunities. By showcasing our expertise and understanding of regional markets, we aim to convince attendees of the value of allocating more funds to MENA and choosing our firm as the best gateway to achieve their investment goals.

Workshop Objective:

To inspire the discerning regional investor to explore and seize the diverse, high-potential opportunities in the MENA region and exhibit Emirates NBD Asset Management’s strength as a regional leader in offering solutions to avail these opportunities. 

Company Profile:

Emirates NBD Asset Management is owned by Emirates NBD Bank PJSC (Moodys A+), one of the largest financial institutions in the Middle East and is regulated by the Dubai Financial Services Authority. The company provides a wide range of investment solutions, from in-house managed public funds to tailor made discretionary solutions across MENA equities, fixed income and global risk profiled solutions, on either a Shari’a-compliant or conventional basis. The company is also Fund Manager for ENBD REIT, one of only two publicly traded real estate investment trusts in the UAE.

One of the largest asset managers in the Middle East, the company’s trusted, experienced and specialized team has a long track record of operating in the MENA region.

Since “Liberation Day,” a new world order has taken shape—upending traditional notions of safety and risk. In this session, we’ll examine the implications of this shift for investors in trade finance and private credit. We’ll explore how evolving global dynamics are reshaping opportunity sets and introduce our approach to generating income and achieving diversification through commodity-backed, short-duration credit strategies.

Workshop Objective:

Introduce participants to commodities credit and trade finance in a potentially changing environment. 

Company Profile:

Gemcorp Capital: Redefining Emerging Markets.

Our mission is to redefine emerging markets investing for our clients through the power of private capital. We believe that private markets offer our clients an enlarged investment universe; providing access more opportunities to generate strong, low correlation returns from emerging markets. 
We are an Emerging Markets specialist asset manager, with a focus on private credit. We have grown to over $1bn in AUM and have allocated over $7bn to investments across emerging markets since our inception in 2014. Over the last decade we have refined our investment approach and are now able to provide a range of innovative strategies that allow investors to capitalise on the promise of emerging markets.

• Single vs. Multi-Theme Strategies: Pinpointing Core Challenges
• Volatility: Turning Market Disruption into Enduring Advantage
• Compelling long-term investment themes amidst growing uncertainty
• Identifying Viable, Scalable Solutions to Generate Sustainable Returns
  

Workshop Objective:

•    Understand the benefits and challenges from single vs multi-theme 
•    Identifying scalable solutions to generate returns 

Company Profile:

GIB Asset Management (GIB AM) focuses on unlocking opportunities that others don’t see in relentless pursuit of superior investment performance for our clients.

Thoughtful curiosity, rigor, and an emphasis on materiality underpin decision-making across our carefully curated strategies. We’re focused on seeking out, investing in, and supporting sustainable businesses that share our ambition to shape a better future.

GIB Asset Management has over $6bn AUM, with offices in London and New York
www.gibam.com

Introduction to Global X as a company and covering thematic, commodities and option-based strategies.  The focus will be on discussing alternative income solutions beyond your typical fixed income and high-yielding equity solutions.  Aim is for an interactive session that can cover multiple topics and how index based solutions have moved on past plain vanilla beta.

Workshop Objective:

This workshop aims to provide an overview of alternative income solutions such as covered call strategies as well as an opportunity to discuss thematic and commodity solutions.

Company Profile:

Global X ETFs was founded in 2008. For more than 15 years, our mission has been empowering investors with unexplored and intelligent solutions. Our expansive product lineup features a wide range of ETFs and includes more than $99 billion in assets under management.  While we are distinguished for our Thematic Growth, Income and International Access ETFs, we also offer Core, Commodity, and Risk Management funds to suit a wide range of investment objectives. Explore our ETFs, research and insights, and more at www.globalxetfs.eu.
Global X is a member of Mirae Asset Financial Group, a global leader in financial services, with more than $632 billion in assets under management worldwide.   Mirae Asset has an extensive global ETF platform ranging across the US, Australia, Brazil, Canada, Colombia, Europe, Hong Kong, India, Japan, Korea, and Vietnam with over $137bn in assets under management. .

Discover how our specialized approach to private credit and infrastructure investments can unlock new opportunities for growth and stability. Join us as we share our expertise in navigating complex markets, finding new investment ideas and delivering tailored solutions that align with your investment goals.

Workshop Objective:

Company Profile:

Goldman Sachs Asset Management is the primary investing area within Goldman Sachs (NYSE: GS), delivering investment and advisory services across public and private markets for the world’s leading institutions, financial advisors, and individuals. The business is driven by a focus on partnership and shared success with its clients, seeking to deliver long-term investment performance drawing on its global network and deep expertise across industries and markets. Goldman Sachs Asset Management is a leading investor across fixed income, liquidity, equity, alternatives, and multi-asset solutions. Goldman Sachs oversees approximately $3.1 trillion in assets under supervision as of 31 December 2024. 

The presentation will give an insight into Contingent Capital (CoCos) as an asset class and make the case for the inclusion of a dedicated building block exposure within an Investor’s broader fixed income portfolio. 

Comparisons of Cocos will be made based on yields on offer, risk/reward, fundamentals and current valuations relative to other parts of the fixed Income universe. In addition, the presentation will also cover the positioning of the asset class in a period of rates uncertainty.

Luca will finally share the approach he takes in CoCos investing through the Jupiter Financials Contingent Capital Fund with a particular relevance for income-focussed investors.

Workshop Objective:

Workshop attendees will gain a deeper insight into the Contingent Capital (CoCos) asset class, the potential benefits of inclusion within client portfolios and Jupiter’s capabilities packaged within the Jupiter Financials Contingent Capital Fund.

Marketing communication for professional Investors only. Capital at risk.

Company Profile:

Since Jupiter was established in 1985, we have sought to make a positive difference for our clients by helping them achieve their long-term investment objectives through high conviction, active management. 
From the start we understood the need to create a distinct, entrepreneurial culture that harnessed all areas of the business in the pursuit of this goal. As a new entrant in a competitive market, we wanted our clients to experience, share and benefit from the energy and focus of a young firm, full of talented individuals, eager to distinguish itself as a trusted steward of other people’s money.
Now, 40 years on, we have established ourselves as a leading specialist asset manager precisely because we have retained that agility and drive as we have grown. Our value remains in our people, our ability to adapt quickly to changing markets, and in our willingness to continuously challenge ourselves to deliver the best investment outcome for clients.
www.jupiteram.com
 

Portfolio Manager Maahir Jakoet will showcase our award-winning Shari’ah global equity capability, where he will unpack the importance of diversification, our data-driven approach and how we view risk as an additional source of value to ensure we deliver on client outcomes.

This session will also give you the opportunity to understand why  Shari’ah equity is an important component of your investment portfolio.

We would like to invite you to engage us on why you should consider Old Mutual Investment Group as your investment partner.

Workshop Objective:

To profile our Shari’ah equity capability, while engaging the audience to deep dive into our award-winning investment approach.

Company Profile:

Old Mutual Investment Group, established in 1993, is an investment manager with an extensive array of strategies, encompassing fundamental, quantitative, and liability-driven methods, tailored to meet the needs of both institutional and retail investors. With over 10 years of managing global funds, our core focus lies in delivering sustainable, long-term returns. Our Shari’ah capability is strictly managed in accordance with Shari’ah Law, and we were the first investment manager in South Africa to deduct non-permissible income daily. We are also conscientious custodians, integrating sustainability considerations into our investment and ownership decisions. In all we do, we are committed to ensuring that our clients not only experience financial prosperity but also actively contribute to a more sustainable and responsible future.  

We believe that certain segments within both public and private fixed income are currently offering one of the most attractive investment entry points we have seen in years. Instead of seizing this opportunity, some investors are opting for bank deposits or single-line bonds. In our view, this represents a significant missed opportunity to capture high-quality income, benefit from diversification, and potentially lock in higher yields for longer. Furthermore, for clients who do not wish to forgo equity market exposure, a 60/40 equity-bond allocation may provide returns nearly equivalent to those of stocks, but with considerably less risk. In this presentation, we will explore some of PIMCO’s highest conviction strategies across public and private debt markets, as well as the advantages of a disciplined 60/40 investment approach.

Workshop Objective:
Leverage PIMCO’s deep expertise to uncover investment opportunities at the intersection of public/private debt and systematic equity investing.

Company Profile:

PIMCO is a global leader in active fixed income with deep expertise across public and
private markets. We invest our clients’ capital in income and credit opportunities that span
the liquidity spectrum, leveraging our decades of experience navigating complex debt
markets.

Company Profile:

PineBridge Investments is a private, global asset manager focused on active, high-conviction investing. We draw on the collective power of our experts in each discipline, market, and region of the world through an open culture of collaboration designed to identify the best ideas. Our mission is to exceed clients’ expectations on every level, every day. As of 31 December 2024, the firm managed US$190.3 billion* across global asset classes for sophisticated investors around the world.

*AUM as of 31 December 2024 includes US$93.5 billion (US$66.4 billion equities, US$21.1 billion fixed income, US$6.0 billion multi-asset and US$1.4 million alternatives) of assets managed by joint ventures or other entities not wholly owned by PineBridge Investments. Includes PineBridge Benson Elliot Real Estate AUM of US$4.1 billion.

State Street Global Advisors delves into how Saudi Arabia bonds have become a compelling area for portfolio diversification, and why we think they are poised for increased participation by global investors.

Workshop Objective:

To highlight the key attributes of the Saudi government bond market, and to explain why our newly launched ETF deserves an allocation for fixed income investors. 

Company Profile:

As the asset management arm of State Street Corporation, we help create better outcomes for the world's investors and the people they serve.

Whatever you invest for, Getting There Starts Here™

For over four decades, State Street Global Advisors has served the world’s governments, institutions, and financial advisors. With a rigorous, risk-aware approach built on research, analysis, and market-tested experience, and as pioneers in index and ETF investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth-largest asset manager* with US $4.72 trillion† under our care.

*Pensions & Investments Research Center, as of 12/31/23. 
†This figure is presented as of December 31, 2024 and includes ETF AUM of $1,577.74 billion USD of which approximately $82.19 billion USD in gold assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated. Please note all AUM is unaudited.

Company Profile:

The Qatar Financial Centre (QFC) is an onshore business and financial centre located in Doha, established by Law No. 7 of 2005 of the State of Qatar. A world-class platform for companies, QFC offers its own legal, regulatory, tax and business environment, contributing to the decisive economic development and diversification prescribed by Qatar National Vision 2030.

Supported by QFC’s broad range of legal and regulatory services, regulated and non-regulated, that align with international best practice, domestic and international companies can set up or expand their business in Qatar.

QFC allows up to 100% foreign ownership, 100% repatriation of profits, and charges a competitive rate of 10% corporate tax on locally-sourced profits, all while integrating businesses into Qatar’s swift expansion into a major trade and investment centre.

QFC is governed by the following four independent bodies. Its business-friendly ecosystem operates in line with international best practice to ensure clients receive optimal operational, regulatory, and judicial support.

Company Profile:

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $338 billion in assets under management and advisement as of Dec. 31, 2024. The Company operates through wholly-owned subsidiaries in 32 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on X @MorningstarInc.