Speakers
Khurram Jafree (Moderator)
Khurram Jafree is Global Head of Request For Proposals Services, Entrepreneurs & Families, BNP Paribas Wealth Management, based in Dubai. Khurram was Managing Director, Head of Products & Services for the MEA market, responsible for Wealth Structuring, Product Specialists & Portfolio Advisory since 2012.
Prior to joining BNP Paribas Wealth Management, he was Director and Head of Investment Advisory, Middle East for Barclays Wealth in Dubai and before that Chair of the Investment Committee, Investment Director at Gerrard Investment
Management, Barclays Wealth in London responsible for all Discretionary Portfolio Management activity.
Before Barclays Wealth, he specialized in advising Middle Eastern sovereign and institutional clients on their US equity investments at Legg Mason, and at Oppenheimer & Co in London before that. He started his career in New York as a financial futures and commodities specialist.
He is a Senior Visiting Fellow in the Faculty of Finance at Bayes Business School, City, University of London where he lectures on the MBA program. He holds a BSc in Engineering from the University of Surrey in Guildford, and an MBA from Bayes Business School, City, University of London.
MB Khaki
MB is a principal at Haideri Holdings along with its related entities which invest across the asset class spectrum. Additionally, he serves on the Investment Committee of a philanthropic Foundation. MB grew up in London and has lived in Singapore and Dubai. He is a CFA charterholder and holds a BEng in Mechanical Engineering with a specialisation in aerospace applications.
Santhosh Balakrishnan
Santhosh Balakrishnan is the Head of Investment strategy-Local Investments at Othaim Holding, with responsibility of Research, Strategy and Managing KSA focused Public/Private Investments. He is an investment professional with around 22+ Years of experience in Equity Research, Portfolio Strategy and Investment Management across Saudi and EM, and lastly worked with Riyad Capital as Director-Head of Equity Research. He holds an MBA in Finance and PGDIM-Insurance Management.
Workshops
Workshops
CLOs: Can the Strength Continue?
CLOs have enjoyed a period of strength in recent years, bolstered by a solid economic backdrop and attractive yields that have driven significant demand. With uncertainties looming on the horizon, the key question remains: can this momentum be sustained? We believe the answer is yes, particularly incremental the intrinsic benefits of CLOs—including their floating-rate nature, robust structural protections, and potential for additional yield.
Please join Adrienne Butler, Head of Global CLOs, for an in-depth discussion on the particularly appealing opportunity in CLO equity, strategies for market access, and the advantages of partnering with an experienced and active manager.
Company Profile: Barings is a $421+ billion* global asset management firm that partners with institutional, insurance, and intermediary clients, and supports leading businesses with flexible financing solutions. The firm, a subsidiary of MassMutual, seeks to deliver excess returns by leveraging its global scale and capabilities across public and private markets in fixed income, real assets and capital solutions.
*As of December 31, 2024
Speakers
Adrienne Butler
Head of Global CLOs
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Adrienne Butler is Head of Global CLOs at Barings, responsible for the firm’s CLO origination and investing capabilities. She is also a member of the U.S. High Yield Investment Committee and responsible for the formation and portfolio management of Barings’ managed CLOs. Adrienne has worked in the industry since 1990 and her experience has encompassed sell-side relationship banking, media and telecom specialty lending, and CLO portfolio management. |
Representatives
Waleed Zamel
Managing Director, Head of Middle East Sales
Waleed joined Barings in November 2023, in Dubai, to lead Barings’ sales and business development activities in the Middle East. Waleed has been in the Middle East since 2009. Prior to Barings, he held senior sales and investment roles at Amundi, Abu Dhabi Investment Authority and Standard Charted Bank. He started his career in Silicon Valley with NVIDIA where he spent nearly five years starting out as a lead systems design engineer before moving to product line management leading a $120 million business segment.Waleed holds a BSC in Applied Science in Computer Engineering from the University of Waterloo in Canada and an MBA from INSEAD in Finance.
A new Commodities Cycle: Driving Returns and Income through Innovation
The presentation will discuss the underpinnings of a potential commodity super cycle. It will then discuss what are the best instruments and strategies that investors can pursue in order to maximize returns and values in the commodities space generally and during a commodity super cycle more specifically.
Workshop Objectives: 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 $6bn to investments across emerging markets since out 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.
Speakers
Ahmad Al-Sati
President, Gemcorp Capital Advisors & Portfolio Manager
Ahmad is the President and PM of Gemcorp’s US Advisor. Prior to Gemcorp, he was President of a manager focused on investing in precious metals, where he was responsible for managing the investments and the day-to-day operations of the registered investment adviser.
Previously, he was an investment partner at Albright Capital - a global investment firm focused on the global emerging markets. Ahmad holds a JD-MBA from Columbia Law School and NYU Stern School of Business.
Representatives
Khurram Akram
Head of Institutional Clients MENA
Prior to joining Gemcorp, Khurram was Managing Director at Union Bancaire Privée (UBP), overseeing institutional clients in the MENA region. His earlier career spans leadership roles at leading investment firms including JP Morgan, Moore Capital, and Lehman Brothers within Equity markets.
Tom Hughes
Marketing & Communications Director
Tom has over 15 years' experience in asset management marketing and undertaken executive education at the ESMT in Berlin. Tom also holds a BA in Modern History and Politics from the University of Southampton.
Unlocking Access to the World of Private Market Investment Opportunities, Powered by iCapital’s Tech Platform
This session highlights iCapital’s capabilities, cutting-edge technology solutions, industry research and education, and a broad menu of investment offerings, empowering wealth managers and private banks to seamlessly integrate private market investments in their client portfolios. Access top-tier private markets investment opportunities via iCapital Marketplace or a customized white label solution and efficiently streamline your operations during the investment lifecycle.
Workshop Objective: This workshop is designed to showcase how iCapital empowers wealth management firms and private banks to unlock access to a world of top-tier private market investment opportunities across private equity, real estate, credit, infrastructure, and hedge funds, all by leading alternatives fund managers. Attendees will learn how iCapital’s cutting-edge technology and solutions streamline onboarding, subscription and administrative processes, enhancing efficiency and precision in private fund investing and reporting.
Speakers
Deborah Eggler
Client Solutions EMEA, Senior Vice President, iCapital
Deborah is a Senior Vice President and part of the Client Solutions team EMEA at iCapital. She is focusing on building partnerships with Wealth Managers across EMEA, with a focus on the DACH and Middle Eastern regions. Prior to joining the firm, Deborah has been part of StepStone’s Private Debt Business Development team for the Swiss market. Prior to joining StepStone, she was with Lombard Odier Private Banking on the Strategic Business Development team. Before that, she was a client associate for Private Markets investments at Neuberger Berman (Switzerland) GmbH and Credit Suisse AG. Deborah holds a Master in Accounting and Finance and a Bachelor in Business Administration from University of St. Gallen and she is a CAIA charter holder.
Your partner in the U.S. to serve UHNW Families and individuals with their Wealth Management and Private Investments needs
Introduction to Summit Trail Advisors, a Multi Family Office Registered Investment Advisor headquartered in New York to investors in the UAE.
Workshop Objectives: Familiarize the participants with the value proposition of STA a s a partner in the US, and to introduce STA’s Private Equity offering for UHNW in the UAE.
Company Profile: Summit Trail Advisors is a New York based leading boutique Wealth Management firm with over $20 billion in client Assets Under Management. The firm serves Ultra High Net Worth families and individuals who have outgrown traditional wealth management and seek a more dynamic approach previously only found in private Single-Family Offices. STA provides the full range of Wealth Management and Private Markets investment solutions to its exclusive clientele.
Summit Trail Advisors has 105 employees with offices in Boston, Chicago, Dallas, Denver, Harrisburg, New York, Newport Beach, Portland, San Francisco and Seattle.
Speakers
Ali Homayounfar
Partner
Ali Homayounfar is a Partner at Summit Trail Advisors and in charge of business development and strategic partnerships for a national 12-person team. Ali has spent his 35 plus year career exclusively in Wealth Management, serving in executive roles at UBS and BNP Paribas in Washington D.C., New York, Zurich and Paris. Ali understands the unique needs of ultra high net worth individuals and families having operated in that segment for over two decades.
Ali Holds an MBA from the George Washington University Elliot School of Business and is fluent in French, Farsi and conversant in Spanish.
Ali lives in New York City with his wife Anne and his twin sons Amir and Reza.