9-10 December 2024
Bvlgari Resort Dubai, UAE
Coming to its 11th edition, the Middle East Family Office Investment Summit is a firm fixture in the calendar of the most prominent and influential families in the region – as well as those who want to do business with them.
About the Summit
As a family office ourselves, Alea Global Group is ideally placed to invite other family office members to attend, ensuring that the decision-makers and leaders are in the room. The balance of 70:30 family offices to service providers is highly effective for all delegates, and we will once again be maintaining this ratio for the benefit of all who attend.
The guest speakers are experts in their fields, and there will be opportunities to pick up new knowledge and contacts as well as meeting experts face to face. As always, we have built in multiple networking breaks giving all delegates the chance to meet and talk with each other throughout the day and evening.
We will also provide all delegates with guidelines that will help them to make the most of their time here and to understand Middle Eastern business culture if they’re new to the region. Our ongoing aim is that everyone who attends our summit forges new working relationships that begin at one of our events, and everything we do is designed to make that easy for our delegates to achieve.
Our program has been shaped by the current and ongoing interests and concerns of family offices in the region, and is a mixture of culture, technology, geopolitics and personal topics related to the specific nature of family office life.
Our story
The Alduaij family office has a long and illustrious history in Kuwait as one of the most prominent and respected business forces in the region, as well as one of the most socially responsible.
Through their networks, Alea Global have formed strong personal and professional relationships with other family offices across the globe, all sharing much common ground and a willingness to work together.
From this network, experience and expertise, a series of successful Family Office Investment Summits has arisen, attended by ruling and elite families from every region with an historic and enduring influence on the global economy.
Our Eleventh Middle East Family Office Investment Summit is the latest of these, building on the success of other such summits around the world.
As a family office ourselves – as well as your conference host – we understand the needs, concerns and wishes of family businesses better than anyone else. We share many of your experiences and objectives, and we understand what makes an event like this beneficial to family offices as well as service providers
Highlighted Speakers
CEO, SS EntrePRises, Board member, Hilalia Industries Entrepreneur, Angel Investor, Kuwait
Quartz & Abeer Medical Group, Kingdom of Saudi Arabia
Executive Manager, Atyab Al Marshoud, Kuwait
General Manager, Boushahri Specialized Polyclinic & Boushahri Clinic, Kuwait
Previous Esteemed Speakers
Every edition of the Middle East Family Office Investment Summit attracts prestigious speakers from the Middle East.
Featured: ATFX
Hormoz Faryar is the Managing Director of Institutional Sales – MENA. With over 23 years of invaluable experience in the field of FX trading and sales, Hormoz brings a wealth of knowledge and expertise to his new role.
Before joining ATFX, Hormoz held influential roles within renowned financial institutions, showcasing his dedication and expertise. He began his career at State Street Bank and quickly rose through the ranks to become a Vice President in the Global Exchange business. Hormoz’s time at Credit Suisse in London further solidified his reputation as a leader in the field, serving as the Director of Institutional Sales for the Middle East and Africa.
Hormoz proved his ability to drive growth and foster client relationships on a global scale and has displayed a track record of success and a commitment to excellence throughout his career. Hormoz’s unique blend of skills and insights makes him the perfect fit for his new role at ATFX. As the Managing Director of Institutional Sales – MENA, Hormoz will expand ATFX’s presence in the region and foster strong relationships with institutional clients.
Amer Zino is a seasoned leader in global financial markets. with over 13 years of experience driving growth across leading global financial brands. As Business Development Director at ATFX Connect MENA, he specializes in delivering tailored liquidity solutions and innovative risk management strategies for institutional clients.
Having worked with some of the industry’s most respected names, Amer has built a reputation for forging high-value partnerships and driving transformative projects. A Harvard-certified leader in Organizational Leadership and Strategy Execution, he combines technical expertise with dynamic leadership to elevate institutional trading and foster collaboration.
ATFX is a leading global fintech broker with a local presence in 23 locations and licenses from regulatory authorities including the UK’s FCA, Australian ASIC, Cypriot CySEC, UAE’s SCA, Hong Kong SFC and South African FSCA. With a strong commitment to customer satisfaction, innovative technology, and strict regulatory compliance, ATFX provides exceptional trading experiences to clients worldwide.
For further information on ATFX, please visit ATFX website https://www.atfx.com.
Featured: GIG
Sameh Hafez is an accomplished insurance executive with over 20 years of experience in Consumer, Medical, and High Net Worth (HNW) Insurance, as well as General Management. His extensive career spans leadership roles across North America and the Middle East, where he has successfully launched new products, restructured teams, and driven significant portfolio growth.
Currently leading GIG Gulf Private Clients in the Middle East, Sameh has played a pivotal role in establishing one of the region’s largest and most profitable HNW insurance divisions. His prior roles at AIG and Oman Insurance have further cemented his reputation for transforming operations and building successful, customer-centric insurance solutions.
GIG Gulf is part of the Gulf Insurance Group (GIG), the #1 largest regional composite insurer with companies in Kuwait, Jordan, Bahrain, Egypt, Turkey, Algeria, Qatar, Oman, Iraq, Lebanon, Saudi Arabia, and United Arab Emirates.
GIG Gulf is an ‘A’ rated regional insurer with a top 5 position in each of its markets. GIG Gulf has been present in the GCC region for over 70 years with a strategic focus on both growth and investments and is a 1-stop shop offering a wide range of insurance products and services that cater to a broad variety of needs for corporates, SMEs, and individual customers throughout UAE, Oman, Bahrain and Qatar. For more information, visit www.gig-gulf.com.
15:00 Registration
Registration & Networking.
16:00 Welcome
Welcome and opening remarks.
16:05 The Golden Gulf
- Mega infrastructure projects in the Gulf region and their investment opportunities
- Human capital development, education, and talent acquisition in the Gulf region
- The Gulf as a technology and innovation hub
Moderator: Mohamed Badr, Alea Global Group, Kuwait
Mike Shirazi, General Partner, Pursuit Ventures, USA & Middle East
Mahmoud Abuebeid, GSS Group Co.Owner, CEO, Vault Investments Holding , MAE Investments, UAE
Tuba Terekli, Misk 2030 Leader, and International Executive Consultant, Kingdom of Saudi Arabia
Ali Kashoob, CEO, Atyab, Sultanate of Oman
Athbi Alenezi, Co-Founder & CEO, justclean, UAE
17:00 Professional succession planning versus personal relationships
- Strategies for involving the next generation in the family office
- Recognizing and preparing potential successors within the family
- Communication and conflict resolution to maintain family harmony
- Elevating the family office from family-centric to an effective organization
Moderator: Siobhan McCarthy, Founder & Host, The LifeLab Podcast, UAE
Lujaina Mohsin Darwish, Chairperson Mohsin Haider Darwish – ITICS, Sultanate of Oman
Khaled T. Al Wazzan, Vice Chairman & Managing Director, Khaleda Holding, Kuwait
Dr. Hanoof Abokhodair, Co-founder & Managing Partner, The Business Family House (BFH), Kingdom of Saudi Arabia
Rasheed Ghazi Binzagr, Business Development Manager, Binzagr Company, Kingdom of Saudi Arabia
Majed M A Tahan, Founder & CEO, IACO & Co-founder & CEO, Danube Online, Kingdom of Saudi Arabia
17:55 Real estate investments for maximum impact
- Sustainability and green building initiatives and their impact on real estate investment
- Exploring innovations in real estate transactions, property management, and service
- Affordable housing solutions, housing shortages, and social housing initiatives
Moderator: Mohamed Badr, Alea Global Group, Kuwait
Raed Alqubaysi, Senior Vice President, Real Estate Investment, Awqaf investment, Kingdom of Saudi Arabia
Eman Ahmed AlAyyaf, CEO, Eman AlAyyaf Group, Kuwait
18:15 Networking Break
Afternoon networking coffee break.
18:40 The Future of Global Family Office Investments: Trends and Opportunities
- Emerging Markets and Global Diversification: Exploring investment opportunities in developing regions such as Southeast Asia, Latin America, and Africa, and how to navigate political and economic risks.
- Sustainable and Impact Investing: Understanding the increasing importance of ESG (Environmental, Social, Governance) criteria and how family offices can align investment strategies with global sustainability goals.
- Technological Disruption: How innovations in AI, blockchain, and fintech are reshaping investment landscapes and opening new avenues for growth.
- Private Equity vs. Public Markets: Balancing exposure between the high returns of private equity and the liquidity of public markets in a shifting economic environment.
Moderator: Mohamed Badr, Alea Global Group, Kuwait
Muhannad M. Al Sane, Chairman & CEO, Al Mowazi Capital, Kuwait
Tatiana Cordoba, Managing Director, Ichhor Global, UAE
Dr. Mussaad Al Razouki, Operating Partner, Deerfield Management, USA
Khalid Aldoseri, Chairman, SportInk DMCC, Founder, Kooora.com, Kingdom of Bahrain
19:10 Roundtable Discussions
With peer learning and interaction in mind, these 60-minute breakout sessions are designed to promote the sharing of experiences and brainstorming of ideas in facilitated and balanced discussions.
Roundtable One: “Join Kroll for a roundtable discussion where we will be diving into 3 real life examples of Family Offices compromised by external parties and how Kroll supported their objectives” Hosted by Kroll
Roundtable Two: “Retail or Institutional investors: How Does ATFX Tailor Its Approach to Meet Diverse Client Needs?“ Hosted by ATFX
Roundtable Three: ‘The democratization of Private markets: Evolution of offerings in private markets through evergreen funds’ Hosted by StepStone Group
20:10 Networking Dinner
A chance to network in an informal setting and discuss the day’s events over dinner.
08:00 Registration
Registration & Networking.
09:00 Welcome
Welcome and opening remarks.
09:10 Economic Overview Presentation by Edmond Christou, Senior Equity Analyst: Gulf Financials, Bloomberg Intelligence, UAE
09:30 Look out world, here comes Saudi Arabia
- Vision 2030 and Economic Transformation: Analyzing Saudi Arabia’s Vision 2030 ambitions and progress
- Key sectors for investment in Saudi including infrastructure, technology, healthcare, and renewable energy
- Real estate and tourism development growth potential and investment opportunities
Moderator: Mohamed Badr, Alea Global Group, Kuwait
Abdullah Al-Sabban, Chief Operating Officer & CEO Advisor, Panda Retail Company, Misk 2030 Leader, Kingdom of Saudi Arabia
Dr. Bushra Alolayan, Founder & CEO of Lorindale, Kingdom of Saudi Arabia
Sunil Dhall, CFA, Investment Management, Al Rajhi Ekhwan, Kingdom of Saudi Arabia
Abdulrahman AlBassam
Executive Chairman, AWN Enterprises & CEO, Tilal, Real Estate Development Company, Kingdom of Saudi Arabia
10:00: Innovative Trading Solutions for Family Offices and financial Institutions: The ATFX Edge” Presentation by ATFX
10:20 The new rules of private equity
- ESG in private equity: what it means for your strategy and impact
- Tech disruption and innovation in private equity, including AI and blockchain
- Addressing diversity and its impact on investment decisions
Moderator: Mohamed Badr, Alea Global Group, Kuwait
Sara Al Ateeqi, CEO & Vice Chairman, AlMal Investment Company & Director, Oasis Venture Capital Fund, Kuwait
Feryal Ferdowsi, Founding General Partner, Pursuit Ventures, USA & Middle East
Huda Al Lawati, CEO & Founder, Aliph Capital, UAE
Faris Ibrahim Rashed AlRashed Alhumaid, Founder and CEO of Sharaka Financial Company, Kingdom of Saudi Arabia
10:55 Networking Break
Morning networking coffee break.
11:25 Don’t be left behind on digital assets
- Cryptocurrency market trends and analysis
- Institutional adoption of digital assets and the factors driving this adoption
- Risk management in digital asset investments
- Education and due diligence for family offices to make informed investment decisions
11:40 Succession planning: planning for success
- Mentorship programs and skill-building for seamless leadership transitions
- Addressing hurdles for multi-jurisdictional families
- Establishing governance structures that foster transparency, accountability, and unity
- Integrating impact and philanthropy to align family values with the next generation’s vision
Moderator: Mohamed Badr, Alea Global Group, Kuwait
Khalid Al Zayani, Honorary Chairman, Al Zayani Investments, Kingdom of Bahrain
Diana Hamade, Founder & Managing Partner, Diana Hamade Attorneys at Law, UAE
Zainab Boushahri, General Manager, Boushahri Specialized Polyclinic & Boushahri Clinic, Kuwait
Danya Bin Saedan, Executive President’s Special Affairs, Ibrahim M Bin Saedan Investment, Founder, Etiquette House, Kingdom of Saudi Arabia
12:30 The next big thing
Our pick of the best investment opportunities for the next 6 months.
12:40 Risk Management and Asset Preservation Strategies for Family Offices
- Hedging Against Market Volatility: Techniques to mitigate risks in times of global economic uncertainty and geopolitical tension, including diversification and alternative investments.
- Wealth Preservation Across Generations: Strategies for maintaining and growing family wealth across generations while preparing for succession planning and governance.
- Inflation and Interest Rates: Assessing the impact of rising inflation and interest rates on portfolios and exploring the best tactics for protecting assets.
- Alternative Investments: Evaluating the role of real estate, commodities, and hedge funds as diversification tools to reduce portfolio risk.
Moderator: Hormoz Faryar, Managing Director of ATFX Connect, MENA, UAE
Junaid Mohammed Bajunaid, Commercial Finance Business Partner, Binzagr Company, Kingdom of Saudi Arabia
Marshoud Al Marshoud, Executive Manager, Atyab Al Marshoud, Kuwait
Abdullah Al-Shaksy, Co-Founder & CEO, Phaze Ventures, Sultanate of Oman
Abdalla Ali, Co-Founder & Managing Partner, Coefficient, USA
13:00 Hosted by FIL Bros Capital
A chance to meet and discuss the morning’s sessions over lunch.
14:30 AI’s multiple roles in investment
- The best AI investments to make right now
- Using AI tools in day-to-day investment activity
- When AI isn’t the best solution, and some useful alternatives
Moderator: Mohamed Badr, Alea Global Group, Kuwait
Eng. Ashwaq AlMudhaf, CEO & Founder, DAMEC, ACCELERATE & AEERO, Kuwait
Maen Razouqi Group, Managing Director, Razouqi Holding & Chairman, Soul Artists, Kuwait
Ragad Al Nasser, CEO, Wealth Management, Jabal Ohod Holding, Kingdom of Saudi Arabia
15:10 Presentation by GIG Gulf “Insurance for a Premium Lifestyle by GIG Gulf Private Clients Insurance”
By Sameh Hafez, Head – GIG Private Clients (Middle East), GIG Gulf, UAE
15:25 Future Leaders Program
- Governance
- Eligibility
- Development themes
- Family Holding/Family Office Role
Moderator: Mohamed Badr, Alea Global Group, Kuwait
Panelist:
Danya Bin Saedan, Executive President’s Special Affairs, Ibrahim M Bin Saedan Investment, Founder, Etiquette House, Kingdom of Saudi Arabia
Akram S. Okeili, Managing Partner, Okeili & Co, Kingdom of Saudi Arabia
15:45 Unlocking Venture Capital Opportunities for Family Offices in the Middle East
Moderator: Mohamed Badr, Alea Global Group, Kuwait
Fahad AlSharekh, Founder & CEO, Techinvest, Kuwait
Jake Zeller, Founder of Powerset, USA
16:10 Networking Break
Afternoon networking coffee break
16:40 Gulf Region: The Jerusalem of Diversity and Global Significance
- Exploring the Gulf’s role as a melting pot of diverse cultures, traditions, and ideologies
- The region’s growing economic influence, investment opportunities, and international financial significance
- The geopolitical importance of the Gulf region for international relations, diplomacy, and global stability
Moderator: Mohamed Badr, Alea Global Group, Kuwait
Khaled Al Maeena, Quartz & Abeer Medical Group, Kingdom of Saudi Arabia
Ahmad Musaed Al Ameeri, CEO, Al Ameeri Group Holding, Kuwait
Sherif Wadood, Serial Entrepreneur, Egypt & Germany
Yasser Al Barami, CEO, Mubbadrah Investment, Sultanate of Oman
17:30 Closing Remarks
Closing Remarks For the summit.
17:35 Cocktail Reception
A Cocktail reception with the chance to network in an informal setting and discuss the summit.
What Our Attendees Say
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Sponsors
We are extremely grateful for the support of our sponsors, who help to make all this possible.
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Get in touch with us
Email us at info@aleaglobalgroup.com.
Please Note: Registration is subject to Advisory Board approval.
Terms and Conditions Apply.