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Navigating the expanding universe of alternative investments has never been timelier, challenging or potentially rewarding. You have tremendous
opportunities for additional sources of return, diversification and tax savings, as well as the prospect of putting money to work in SMEs and social
enterprises.
But you still face barriers when it comes to investing your clients’ money. Alternatives can be hard to understand, hard to value, illiquid and
expensive. It takes a lot of time and effort to get your arms around the whole-of-market and feel confident in your ability to select the right
products, for the right clients, at the right time AGENDA
Alternative Investment Summit - 2015 | 03rd November 2015 | Dubai-UAE
TIME TOPIC THOUGHT LEADERS
08:30AM - 09:00AM REGISTRATION
09:00AM - 09:15AM Securities and Commodities Authority
(SCA) CEO Remarks
H.E. Dr. Obaid Saif Al Zaabi, Deputy CEO for
Legal Affairs & Issuance, Securities and
Commodities Authority (SCA)
09:20AM - 09:35AM
Chartered Alternative Investment
Analyst Association (CAIA) CEO
Remarks
Joanne Murphy, Managing Director: Asia
Pacific, Chartered Alternative Investment
Analyst Association (CAIA)
09:35AM - 09:50AM
Memorandum of Understanding (MOU) Signing Ceremony between Securities and
Commodities Authority (SCA) and Chartered Alternative Investment Analyst
Association (CAIA)
09:50AM- 10:05AM Networking Session & Coffee Break
10:20AM–10:55AM Liquid Alternative Investments
Dr. Keith Black, Managing
Director, Curriculum & Exams – Chartered
Alternative Investment Analyst Association
(CAIA)
11:00AM- 11:30AM
Hedge Fund Information Depository:
A Case Study of a pre-emptive
Solution to Fund Manager Fraud
Dr. Majed R. Muhtaseb, Consultant, Research
& Financial Studies, Securities & Commodities
Authority (SCA)
11:35AM- 11:55AM
Changing Landscape of the Hedge
Fund Industry – What does this mean
for the UAE?
Joanne Murphy, Managing Director: Asia
Pacific, Chartered Alternative Investment
Analyst Association (CAIA)
11:55AM – 12:05PM UAE FLAG DAY Ceremony
12:10PM- 12:40PM Private Equity Overview, Best
Practices, and Current Challenges
Mohamed Abdul Hady, Head of Investment
Office, Rail/Metro Agency, CEO Office, Roads
& Transport Authority (RTA)
12:40PM- 01:00PM Networking Session & Coffee Break
01:10PM- 01:40PM Panel Discussion : Alternative investment is no longer alternative
01:40PM- 01:45PM Honouring Thought leaders & Lucky Draw
01:45PM- 02:00PM DEBRIEFING Session By Chartered Alternative Investment Analyst Association
(CAIA)
02:00PM- 03:00PM Networking Session & Lunch Break
(08:00AM - 09:00 AM) Registration
(09:00AM - 09:15AM) CEO Remarks (SCA)
H.E. Dr. Obaid Saif Al Zaabi
Deputy CEO for Legal Affairs &
Issuance, Securities and
Commodities Authority (SCA)
Securities and Commodities Authority (SCA) CEO Remarks
Holding PhD in Banking & Finance from Durham University, at the UK in 2006, MBA from (AASTM-
ALO) in 2000 with distinction and BSc. in Business and Accounting in 1989 from The UAE University.
Holding full membership of Australian Institute of CMA and Auditing & Accounting Organization for
Islamic Financial Intuitions (CIPA) and UAE Auditor and Accountants Association. He represents the Gulf
Regulatory Authorities in The International Federation of Accountants (IFAC) as member of the
Consultative Advisory Groups of the International Auditing and Assurance Standards Board (IAASB)
and the International Ethics Standards Board for Accountants (IESBA) and member of board of directors
of GCC Accounting and Auditing Organization.
His experience mainly in banking and finance developed from leading UAE regulatory organizations
and financial institutes such as UAE Central Bank, Securities and Commodities Authorities, Dubai Islamic
Bank, AMLAK Mortgage Finance. He delivered a series of academic lectures and courses at both
undergraduate and postgraduate level in Sharjah University and The British University in Dubai.
(09:20AM - 09:35AM) CEO Remarks (CAIA)
Joanne Murphy,
Managing Director: Asia Pacific,
Chartered Alternative Investment
Analyst Association (CAIA)
Chartered Alternative Investment Analyst Association (CAIA) Remarks
Jo has been in Asia for over 17 years, predominantly based in Hong Kong but with two valuable years
spent in Singapore. She has held a number of senior Asia Pacific management positions, successfully
leading sales, business development, and marketing and client relationship management divisions for
major institutions and has both built and managed large and successful regionally located teams.
Jo was expatriated to Hong Kong, with Morgan Stanley, in early 1997 and has worked for a number of
global institutions during her time in Asia. Through her experience - across the service intermediary,
buy and sell side, entrepreneurial and education business environments, she has obtained a meaningful
network of senior level contacts throughout the Alternative Investment industry and across the region
which has consistently given her direct and relevant access to key decision makers.
(09:35AM - 09:50AM) Memorandum of Understanding (MOU) Signing Ceremony
Memorandum of Understanding (MOU)
Signing Ceremony between Securities and Commodities
Authority (SCA) and Chartered Alternative Investment Analyst
Association (CAIA)
(09:50AM- 10:05AM) Networking Session & Coffee Break
Session -1 (10:20AM–10:55AM)
Dr. Keith Black,
Managing Director, Curriculum &
Exams – Chartered Alternative
Investment Analyst Association
(CAIA)
Topic: Liquid Alternative Investments
Keith Black has over twenty years of financial market experience, serving approximately half of that
time as an academic and half as a trader and consultant to institutional investors. He currently serves
as Director of Curriculum for the CAIA Association. During his most recent role at Ennis Knupp +
Associates, Keith advised foundations, endowments and pension funds on their asset allocation and
manager selection strategies in hedge funds, commodities, and managed futures. Prior experience
includes commodities derivatives trading, stock options research and CBOE floor trading, and building
quantitative stock selection models for mutual funds and hedge funds. Dr. Black previously served as
an assistant professor and senior lecturer at the Illinois Institute of Technology.
He contributes regularly to The CFA Digest, and has published in The Journal of Global Financial
Markets, The Journal of Trading, The Journal of Financial Compliance and Regulation, the Journal of
Investing, The Journal of Environmental Investing, and Derivatives Use Trading and Regulation. He is
the author of the book “Managing a Hedge Fund,” as well as the co-author of the 2012 second editions
of the CAIA Level I and Level II textbooks. Dr. Black was named to the Institutional Investor magazine’s
list of “Rising Stars of Hedge Funds” in 2010.
Session -2 (11:00AM- 11:30AM)
Dr. Majed R. Muhtaseb,
Consultant, Research & Financial
Studies,Securities & Commodities
Authority (SCA)
Topic: Hedge Fund Information Depository: A Case Study of a pre-emptive
Solution to Fund Manager Fraud
Dr. Muhtaseb currently he serves as Senior Research and Studies Consultant at Securities &
Commodities Authority. He is actively engaged in SCA’s strategic initiatives. Dr. Muhtasseb is a
Chartered Alternative Investments Analyst (CAIA) Association member since 2011 and a Chartered
Financial Analyst (CFA) charter holder since 1997. He was a Professor of Finance for more than 24 years.
He served as Research Director for Global Fund Analysis a fund of hedge funds house in London,
England
Session -3 (11:35AM- 11:55AM)
Joanne Murphy,
Managing Director: Asia Pacific,
Chartered Alternative Investment
Analyst Association (CAIA)
Topic: Changing Landscape of the Hedge Fund Industry – What does this mean for
the UAE?
Jo has been in Asia for over 17 years, predominantly based in Hong Kong but with two valuable years
spent in Singapore. She has held a number of senior Asia Pacific management positions, successfully
leading sales, business development, and marketing and client relationship management divisions for
major institutions and has both built and managed large and successful regionally located teams.
Jo was expatriated to Hong Kong, with Morgan Stanley, in early 1997 and has worked for a number of
global institutions during her time in Asia. Through her experience - across the service intermediary,
buy and sell side, entrepreneurial and education business environments, she has obtained a meaningful
network of senior level contacts throughout the Alternative Investment industry and across the region
which has consistently given her direct and relevant access to key decision makers.
(11:55PM- 12:00PM) FLAG DAY CEREMONY
Session -4 (12:10PM- 12:40PM)
Mohamed Abdul Hady,
Head of Investment Office,
Rail/Metro Agency, CEO Office,
Roads & Transport Authority (RTA)
Topic: Private Equity Overview, Best Practices, and Current Challenges
Mohamed has more than 20 years of extensive investment management experience, specifically Private
Equity, Venture Capital, and Fund Management. His core experience is centred on Investment Strategy,
Deal Origination, Asset Valuation, Financial Modelling, Due Diligence, and Adding Value to targets.
Mohamed has worked for many sovereign wealth funds including Abu Dhabi Investment Company
(Invest AD), General Holding Corporation, and for number of private investment companies and funds
as well.
Mohamed is a Chartered Alternative Investment Analyst (CAIA) since 2012 and got two degrees in
Feasibility Studies/Project Evaluation and Systems Analysis & design.
(12:40PM- 01:00PM) Networking Session & Coffee Break
01:10PM- 01:40PM Panel Discussion : Alternative investment is no longer alternative
Panel Members:
Moderator: Dr. Keith Black
Joanne Murphy
Mr. Mohamed Abdul Hady
Dr. Majed R. Muhtaseb
Mr. Robert Wages
Mr. Jayesh Soneji
(01:45PM- 02:00PM) Honouring Thought Leaders
Appreciation Certificate
Sequence:
Joanne Murphy
Dr. Keith Black
Dr. Majed R. Muhtaseb
Mr. Mohamed Abdul Hady
Mr. Robert Wages
Mr. Jayesh Soneji
Excelledia
Lucky Draw / Raffle Draw FOR FREE SCATC COURSE
(01:45PM- 02:00PM) DEBRIEFING Session By Chartered Alternative Investment Analyst
Association (CAIA)
Networking Session & Lunch Break