Agenda

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Registration and Coffee
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Welcome Remarks

International Investment Publisher Gary Robinson opens the event

Speaker
Publisher
International Investment
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Evelyn Partners

The Next Decade

The 2020s have gotten off to a choppy start: a global pandemic and a major war between Russia and Ukraine have caused significant disruption in the global economy and financial markets. Looking forward, it seems that we are now embarking on a period of increased uncertainty compared to the relatively benign period following the fall of the Berlin Wall. Policymakers and investors face a series of challenges that will need tackled, including energy security, ageing populations, a reconfiguration of global trade and commerce, and greater geopolitical risk. It promises to be a difficult market environment.

In this presentation, Rob Clarry from Evelyn Partners will attempt to shed some light on these themes, and provide some guiding principles for how investors might navigate them.

Speakers
Investment Strategist
Evelyn Partners
Managing Partner
Evelyn Partners
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Hansard

Middle East & Africa Adviser ‘Pulse’ Survey

Presenting the findings of an extensive survey conducted with event delegates & advisers across the Middle East & Africa during October, Graham will be sharing an insightful analysis of the ‘pulse’ of the regions now & into the future. With a keen focus on New Business generation ideas, target expectations & ambitions, our survey findings will also delve into the shared challenges that advisers across the region face in driving their businesses forward into 2023.

Speaker
Global Sales & Marketing Director
Hansard
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IFGL Group

Horizon scanning - what the future holds for clients, advisers and providers in the region

IFGL Group Marketing Director, Simon Barwell, will explore what the future holds for clients, advisers and providers in the UAE as we come to terms with the current economic and geo-political uncertainties and look further into the future at the opportunities and threats facing the advice industry in the region.

Speaker
Board Member/Marketing Director
IFGL/RL360
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Morning Networking Break
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Morningstar Wealth Platform

Helping investors make good decisions

At a time of geopolitical and economic uncertainty, investors are more susceptible to making mistakes that can harm their financial future. By being aware of the most common mistakes and having strategies to combat them, advisers can demonstrate the value of their advice when it really matters. In this session, Dan Kemp, Morningstar Investment Management’s Global Chief Investment Officer and leader of the Morningstar’s Behavioural Insights team will highlight the most common challenges investors face and how advisers can support them while strengthening their business.

Speaker
Global Chief Investment Officer
Morningstar Wealth Platform
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Investors Trust

Ian Mellows and Nigel Soans, from Investors Trust, will be discussing the key trends that are driving the growth of specialist offshore life Insurance companies. It will be an interesting discussion about the impacts that these trends are having on both advisors and Insurance companies. They will also highlight how Investors Trust is navigating these changes and building on the 20 years of specialising in the offshore market.

Speakers
Sales Manager EMEA region
Investors Trust
Sales Manager- EMEA Region
Investors Trust
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Panel debate: What is the future for financial advice in the Middle East?

In this series of regional adviser panel sessions we bring together some of the industry’s key players from the advice and brokerage world to answer questions. Panel topics range from the importance of tools like Teams and Zoom to modern day advisers, the future look of advice and product delivery as well as the threats (and opportunities) that arise from regulatory change and consolidation.

Speakers
Editor
International Investment
Managing Director
deVere Acuma
Managing Partner
Hoxton Capital Management
Managing DIrector
Abacus Consultants
CEO
Mondial
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Boal & Co.

Paul Colley – Director Client Relations will take part in a fireside chat Q&A with II Publisher Gary Robinson.

They will discuss employee benefit solutions for international employers with employees in the Middle East and look at options available for end of term gratuity schemes in the region and the best of use of trusts.

Speakers
Director of Client Relations
Boal & Co.
Publisher
International Investment
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Networking lunch
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Case Study and Break Out Groups

Following our networking lunch, onstage, a case study will be acted out on stage with participants playing the clients and adviser. In this innovative format, II Middle East Forum’s break out groups, will come up with ideas and solutions to help our couple overcome the dilemma faced by many clients that are returning home following a period working abroad.

 The case study will be presented by II Publisher Gary Robinson and Nigel Sillitoe, Founder and CEO of Insight Discovery who will compere the break out groups.

Speakers
Publisher
International Investment
CEO
Insight Discovery
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Q&A Session with Finance Isle of Man

Insurtech Isle of Man – the innovative solutions for you

Simon Pickering, Head of Insurance & Pensions – Finance Isle of Man, Dep’t of Enterprise, Isle of Man Gov’t, will take part in a fireside chat with II Publisher Gary Robinson.

Simon will explain the journey the Isle of Man took to establish the Insurtech sector on the Island. What does Insurtech mean for IFAs and providers and how it is changing the future of the industry. The Isle of Man Government is working on a number of initiatives jointly with the private sector from skills to regulation to create a welcoming Insurtech ecosystem on the Island and to ensure that the Island embraces the future of this - evolving industry.

Speakers
Publisher
International Investment
Head of Insurance and Pensions
Finance Isle of Man
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Keynote address

Advisers keynote address from deVere Group founder and CEO Nigel Green

Speaker
Founder & CEO
deVere Group
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Panel debate: Future of Life and Wealth Management in the Middle East

In this series of Q&As there will be an important discussion on long-term future of international life products amid global regulatory change and consolidation. How important is product choice is to future advice? As with panel session 1 we bring together some of the industry’s key players and spokespeople from our sponsors.

Panelists will include key players from IFGL and RL360, Hansard, Boal & Co, Finance Isle of Man, Evelyn Partners, Investors Trust and Morningstar Wealth Platform.

Speakers
Publisher
International Investment
Head of Distribution EMEA
Investors Trust
Head of Distribution, UK & International
Morningstar Wealth Platform
Managing Partner
Evelyn Partners
Director
Boal & Co.
Global Sales & Marketing Director
Hansard
Head of Insurance and Pensions
Finance Isle of Man
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Event closing remarks
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Post-event Networking & Drinks