Family Office Forum, Dubai منتدى دبي للمكاتب العائلية
The Family Office Forum Dubai is the annual meeting of Principals and genuine* Family Offices from the entire MENA region held in English.
6 - 7 February 2018: Join us at the annual gathering of Middle Eastern Principals, Family Offices and CIOs!
Top Family Offices, Principals and CIOs from the Middle East and beyond attending.
No product presentations or specific pitches - topics covered are key issues of Middle Eastern Principals and Family Offices, such as Family Governance and Next generation, Family Office Operations in an international context, or Tools. Why to have a Family Office, how to run it, and for example how to make money while doing good to society.
If you wish to participate as a speaker please contact us at firstname.lastname@example.org
Are you a Principal or Family Office*? Then we are delighted to welcome you and offer you privileged free admission! Simply contact email@example.com
Are you a genuine partner of, or solution provider to Middle Eastern Principals or Family Offices? Simply register online here.
Her Royal Highness Princess Tessy of Luxembourg
Since June 2003, She has been involved with the Luxembourg Army, where She has received training in a combat unit....................
She volunteered to take part in the United Nations Mission in Kosovo as part of the BELUKOS 13/15 detachment, from March to August 2004, being the only female member of Her draft. She received the UN medal of recognition for this mission. In 2005, She was posted to the Luxembourg Embassy in London. She took up a post at the Permanent Mission of Luxembourg to the United Nations in Geneva.
She received a diploma in the educational sector and several certifications in Psychology. After spending two years in the United States during which Princess Tessy studied occupational therapy the Princess has now moved to England, where she works in the “security and research” sector.
? Princess Tessy is very much involved in charities and NGOs acting in favour of people with specific needs, She is actively taking part in charitable events in Luxembourg as wells as in London. It is five years now that she has joined, as an active member, the Luxembourg “Groupe de Support Psychologique” (GSP).
Princess Tessy graduated from Richmond, the American International University in London with a BA in Art in International Relations. She got awarded 5 times the ‘Deans’ List’ throughout her undergraduate career, which is a recognition of academic excellence. Princess Tessy achieved a first in her undergraduate dissertation that she wrote on the continuing trend of nationalism in Europe with the case study of Golden dawn in Greece. Moreover, Princess Tessy graduated from SOAS University with a MA in the field of International Studies and Diplomacy. She received a merit for her MA dissertation on Biological Terrorism and Violent Non State Actors.
In England, Princess Tessy works as a Director in an intelligence company. Princess Tessy has also launched her own NGO called Professors Without Borders and is the new patron of the United Nations Association.
Princess Tessy is also the Global Advocate for Young Women and Adolescent Girls at UNAIDS, is the newly appointed Patron for UNA-UK, and is an Associate Fellow at Chatham House, a globally recognized think tank patronized by the Queen in the center for Global health and security.
A keen sportsperson, Princess Tessy regularly practices the following sports: swimming, scuba diving, spinning, skiing and hunting. She is a member of the Niederkorn Fanfare. She likes classic and contemporary music and is particularly interested in jazz. She regularly attends conferences and seminars on "psychology and social development", topics she also enjoys reading about most. In addition to Her native Luxembourgish, she also speaks fluent French, English and German.
On 29 September 2006, she became Tessy de Nassau when she married Prince Louis of Luxembourg. The princely couple has two sons, Prince Gabriel, Michael, Louis, Ronny of Nassau and Prince Noah Etienne Guillaume Gabriel Matthias Xavier of Nassau. H.R.H. the Grand Duke granted the title of Princess of Luxembourg, Princess of Nassau and Bourbon-Parma to the wife of Prince Louis on 23 June 2009, Luxembourg's National Day. In 2012, Princess Tessy received the Order of Civil and Military Merit of Adolph of Nassau. In 2016, Princess Tessy received the Mrongovius medal of recognition for her work on spreading humanistic ideas globally.
Mishal Hamed Kanoo
The Kanoo Group
Mishal Kanoo serves as the Chairman of The Kanoo Group, one of the largest, independent and longest running family owned groups of companies in the Gulf region..............
He is also one of the most iconic business figures in the Middle East, featured on various magazines and listed in ‘Top 100 Powerful Arabs 2013’, ‘The 15 Wealthiest Arab Businessmen in the World 2012’, among others.
Having lived all his life in Dubai and educated until high school locally, Mishal Kanoo continued his college studies in United States. He took Comparative Theology and Philosophy and double major in Economics as his first degree and later earned his MBA in Finance from University of St. Thomas in Houston. After a while, he pursued higher learning and obtained his second MBA from American University of Sharjah where he occasionally teaches courses. Subsequently, he worked at Arthur Andersen in Dubai as an Auditor before taking up his current position in 1997. Mishal Kanoo is a frequent speaker at conferences and has a reputation of a futurist and strategist with a strong track record in forecasting economic developments in the Middle East. Some of his speaking engagements include Forbes’s Middle East Forum in Qatar, World Summit of Innovation and Entrepreneurship in Dubai, The International Herald Tribune’s CEO Round-table in Malaysia, and other related business and social affairs in Europe, US, and so on. He was a columnist of Money Works Magazine, Seven days, Gulf Business and Arabian Business. His wide-ranging knowledge of regional business affairs and global capital markets give him unique and often controversial insight into business life in the Gulf region. As a Professor at the American University of Sharjah School of Business Administration, he is consequently a powerful advocate of education and believes that it allows people to take responsibility and control of their lives, spelling out ethical and religious values, blending them with modernisation and progress. Being a part of the family business that now runs for 124 years, The Kanoo Group has unremittingly grown its realm into various divisions – Kanoo Shipping, Kanoo Travel, Kanoo Holidays, Kanoo Machinery, Kanoo Oil & Gas, Kanoo Power & Industrial Projects (Kanoo P&IP), Kanoo Freight, Kanoo Rapid Transit (KRT), H.A.K Industrial Chemicals, Kanoo Exhibition Organizers LLC, Kanoo Industrial Products, Kanoo Engineering LLC, Kanoo Equipment Rental (KanRent, formerly GLRC), Stor-Mat Systems, BRC Arabia, Kanoo Business Centre and Gemini Software Solutions; other joint ventures and supporting divisions. Mishal Kanoo adheres to family values and ideals in pursuit for quality and excellence which therefore greatly influenced his corporate policies and goals for The Kanoo Group as a reputable company. It is a generation of success, growth and stability. Over the years, Kanoo family has always been associated with the progress and development of the entire region combined with a sense of philanthropy. Today, The Kanoo Group as a prominent house name has developed local as well as world-class standards as evident in its brand value and consistent remarkable achievements through Shaikh Khalifa Excellence Award, ISO certifications, and as a UAE brand asset earning its Superbrands® status, to name a few.
PROFESSIONAL HISTORY · Professional and Motivational Speaker · Visiting Lecturer at The American Univsersity of the Sharjah, School of Business & Management · Chairman/Director of: - - The Kanoo Group - Dubai Express LLC/ Freigtworks - Johnson Arabia LLC - Wolffkran Arabia LLC - BRC Arabia LLC - Hydroturf LLC - Akzonobel UAE Paints LLC - The Travel Attache LLC - BASF Kanoo Polyurethanes LLC - Gulf Capital Pvt. JSC - AXA Insurance (Gulf) (C) BSC - The Kanoo Group - Commercial LLC (Oman) - Green Crescent Insurance Company PJSC - Dalma Capital Management Limited
British Ambassador to the UAE
Philip Parham joined the Foreign & Commonwealth Office (FCO) in 1993 after working for ten years as an investment banker with Morgan Grenfell and then Barclays de Zoete Wedd...........
He spent six of those ten years in Japan, and was a Director of Barclays de Zoete Wedd Limited before switching careers.
Ambassador Parham’s first FCO job was Head of Pakistan/Afghanistan Section from 1993 to 1994. In 1995 he was Private Secretary to the FCO Minister covering Americas, South and South-East Asia, Public Diplomacy, Consular & Visa work and (in the House of Commons) Africa and International Development. He served for a short period in the FCO Policy Planning Staff before serving in the British Embassy in Washington covering UN, Africa and Asia business from 1996 to 2000. At the start of the posting in Washington, he was seconded for 3 months to the US State Department’s East Asia & Pacific Bureau.
From 2000 to 2003, Ambassador Parham served in Riyadh, as Director Trade & Investment for Saudi Arabia. On return to London, he was Head of the Iraq Operations Unit 2003-2004, then Head of Counter-Terrorism Policy Department 2004-2006. He served as British High Commissioner to Tanzania 2006-2009.
Ambassador Parham was appointed Her Majesty’s Ambassador to the United Arab Emirates in July 2014. Previously he was the UK’s Deputy Permanent Representative to the United Nations in New York.
His wife Kasia is a teacher and writer. They met at Oxford University and now have 2 daughters and 5 sons
Nada Siddiq Bundakji
Saudi Gulf Group
Board member of Saudi Gulf group and Co founder of Saudi Gulf Luxury real estate founded in 2017, part of Saudi Gulf Homes Real Estate, licensed in Jeddah, Saudi Arabia..............
A boutique real estate brokerage firm focusing on the needs of Saudi investors who wish to invest in residential properties in international markets,initially focused on the UAE and Saudi, with future plans to spread to the US. My aspirations are to empower Saudi women by offering them investment solutions and educational workshops on latest real estate trends and market knowledge,which is strongly driven by the spirit of the Kingdom’s Vision 2030.
2017- Completed Accredited Wealth Management Advisory certification from the College of Financial Planning, Colorado, USA.
2016- Completed the Certificate in Financial Planning awarded by New York University, NYU.
2013- Awarded Masters degree MA in International Business and Management- University of Westminster, London, UK.
2006- Awarded Undergraduate degree BA in Business Management- American University in Dubai, Dubai, UAE.
Member of the 30% club
Member of Leading real estate companies of the world
Lulwa Al Sudairy
Mansour Al-Mosaid Group
Lulwa is currently heading the Stratigic Development Division at her family business Mansour Al-Mosaid Group in Saudi Arabia..............
Lulwa worked in several start-ups and foundations and is the Co-Founder and CEO of Artistia.com, an online marketplace for local brands. Prior to that she did her MBA at Babson College and worked with Babson Global in supporting the new College for Business and Entrepreneurship that is being established in King Abdullah Economic City. She is also part of MIT REAP (Regional Entrepreneurship Accelarator Program) representing the entrepreneur stakeholder in order to create and entrepreneurial ecosystem in KAEC.Lulwa is committed to spread the knowledge of entrepreneurship and constantly come up with solutions to make a positive change in the MENA region.
IOME Family Office
Ida Beerhalter is heading IOME, a private investment partnership of women principals from the Gulf with its head office in Riyadh, Kingdom of Saudi Arabia. Additionally she currently serves as member of the Board of Trustees of Astia, USA......
a unique not-for-profit organization build on a community of over 3000 experts dedicated to propel women’s full participation as entrepreneurs and leaders in high-growth businesses, fueling innovation and driving economic growth, as member of the board of Trustees of First Light Trust, United Kingdom, a grass-roots, community-based charity which assists the 'hard to reach' veterans by providing physical, emotional and psychological aid, as Investment Partner at MedXperts, a Germany-based investment and consulting firm with the focus in the HealthTech and Life Sciences Sectors, as Investment Advisor at Bellwald Partner GmbH, Switzerland, the investment arm of a multi family office, as Strategic Advisor to Impact Investment Partners LLP, United Kingdom, specialized in investing in critical service sectors in emerging markets, as Advisor to Yunus Social Business GmbH, Germany, dedicated to setting up and investing in non-dividend companies created to solve sustainably social or environmental problems, as Member of the advisory board of Social Business Earth, Switzerland, dedicated to raise the awareness on Social Business and to create new social businesses that will benefit the poor and the disadvantaged in countries around the globe, as Advisor to Omnia Strategy LLP, United Kingdom & USA, a worldwide strategic 360° liaison agency for companies and investors, as Consultant to Shanghai Biomedical Enterprise LLC, Hong Kong, as Director Corporate Affairs at Cardionovum GmbH, Germany, specialized in Drug-Eluting technologies and biodegradable vascular scaffolds, and as Advisor to MedPrivee, Germany, which she co-founded in 2011. Ida is registered acquisition coach at High-Tech-Gruender-Fonds, Germany, which is managing two +250 mio € seed fonds and which has helped to start up more than 300 companies since 2005 in Germany, and serves as juror and coach at the European Venture Contest, which identifies each year the most promising European companies from the LifeSciences, ITC and CleanTech sector out of more than 700 companies.
Prior to her current roles she served as Investment Partner at Bellwald Partner GmbH, as Head of Business Development at NonWoTecc Medical GmbH, as Vice President Business Development at mNEMOSCIENCE GmbH, and as Director Business Development, Sales Manager and, Training and Education Manager at the KRAUTH group. Before joining the KRAUTH group, Ida served as European Marketing Manager at Medtronic Inc., and as Marketing Manager at both AVE GmbH and Cordis GmbH, the latter of which is where she started her career.
J Bradley Hall
Chairman and CEO
Icon Capital Reserve
J Bradley Hall - Chairman and CEO of ICON CAPITAL RESERVE SA and founder of a number of successful financial technology companies who enjoys a reputation as a........
focused, energetic entrepreneur. Brad is a thought leader with 29 years of finance, M&A, operational and fund management experience who has deployed disruptive new business models that challenge outdated and often vulnerable incumbents across cultures and geographies including: the Americas, Brasil, Western/Eastern Europe, the CIS and Asia.
ICON is a financial software company led by a management team with international finance, risk management, digital cryptography, governance and gold trading experience. ICON has launched AUREALS™ as a decentralized, digital method of exchanging value. Each AUREAL™ is denominated as a 1 gram weight and measure of physical gold, creating the most trusted exchange of value utilizing the most trusted store of value for 6000 years. AUREALS™ represent an historic breakthrough in applied mathematics and cryptography. They are sophisticated, proprietary DIGITAL BEARER BONDS™ built on the open source, ledger book protocols called the block chain that have been battle tested for 6 years. Creators and custodians of significant wealth can seamlessly transfer value into AUREALS™, which can be securely and discretely transferred anywhere in the world, in seconds.
The AUREALS™ denominated as a 1 gram weight and measure of gold, can be held as a store of value or exchanged for any other asset of value including currencies or allocated physical gold, which is stored in non bank vaults in free zones around the world including but not limited to Hong Kong, Shanghai, Singapore and Switzerland.
MENA Private Client Services Leader
EY Middle East, Dubai
Ismael Hajjar leads the Private Client Services (PCS) practice of EY Middle East. In his role, Ismael focuses on assisting successful families, entrepreneurs and family offices across MENA managing risks and preserving wealth............
Ismael has been serving international families for over 12 years and currently acts as trusted advisor to a number of successful families across MENA. He is recognized for his innovative and tailored-made approach to problem solving, and has been successful in designing and implementing inter-generational succession, inheritance, governance, tax and confidentiality strategies. He has contributed to building and currently serves Family Offices.
Ismael has worked within the Luxembourg wealth management industry before relocating to the GCC. During that time, he has gained considerable experience in international tax planning and has advised on a number of high-profile transactions and group restructurings with a particular focus on projects originating from the Middle East and Asia. He has developed an extensive experience in fund tax structuring (including Shari’a compliant funds), with a focus on private investment funds for single and multi-family offices.
Ismael is a regular speaker in the GCC and beyond on topics such as international tax structuring, taxation of wealth management, global tax transparency and its impact on the confidentiality of families, succession and inheritance planning and family offices. The team that he leads recently won the “Tax and Accountancy firm of the year” award at the WealthBriefing GCC Region 2017 Awards.
He holds a Master Degree in Business Administration, HEC-Ulg School of Management (Belgium) and is a certified chartered accountant in Luxembourg (“expert-comptable”). He also holds an Islamic finance qualification, Institute of Islamic Banking & Insurance (UK). Ismael is a Trust and Estate Practitioner (TEP) and active member of STEP Arabia.
CNN Featured Futurist, Forbes Contributor, Author, 3 Time TEDx Speaker & Filmmaker, over the last 20 years Ian Khan has had the privilege to serve the needs of over 5000 organizations by fueling their growth through technology solutions.......................
He has helped a diverse set of businesses ranging from Technology Companies, Oil Companies, Power Generation & Renewables Operators, Microsoft Ecosystem Partners, SAP Customers and Partners, Healthcare Providers, Manufacturers, Facility Operators, Startups, Educational Institutions, Nonprofits & associations and more.
Ian’s experiences with these organizations led him to a unique position of being able to identify the common challenges of growth for all these organizations. The bottom line as he found out, is that we all are hungry for success and want to grow and make a difference. Where we fall short is by failing to understand our environment and taking the right action within that environment.
After 20 years serving the needs of the industry Ian’s natural pivot was to answer his calling and help organizations at a broader level understand what tomorrow brings. His work and study of all these organizations brought forward very unique perspectives that he now share through his work.
Today, hands down, we live in the great time for humanity. Technology is a great thing, but it also has its victims. Many organizations of tomorrow will fail under the pressure of a fast changing world, much of which is fueled and driven by technology. Ian’s mission is to help organizations avoid that pitfall, and propel themselves into success in today’s era and go from digital disruption to digital transformation in the fastest and most sustainable way. This is the only way, according to him, we can together create limitless value, create solutions that are faced by us locally as well as by others around the globe, and make the world a happier place.
Today Ian’s work spans working with people by delivering keynotes, consulting and by promoting his 7 –Axioms methodology through his book and workshops. He is also working on an ambitious project of releasing a documentary in spring of 2018 called Industry 4.0. Industry 4.0 will capture the thoughts and insights of some of the world’s leading thinkers and help us understand the 4th Industrial Revolution, Its Impact, and how we can all be have an opportunity to be part of the emerging future and make the right choices.
Dr. Ahmed Emara
Founder, Group CEO & Managing Director
Dr. Ahmed Emara is the Founder, Group CEO & Managing Director of ReAya Holding, a company he founded in 2012, that has grown from a small investment company to a group of portfolio companies across different geographies.............
He is Medical Doctor/Surgeon by profession, a Healthcare and Life Science Entrepreneur, a Healthcare Operator and an Investor with over 25 years of strong international exposure and operational background in managing a spectrum of multi-disciplinary companies. Dr. Emara holds a solid track record of strategizing in Private Equity Deals where he assumes the responsibility of Identifying and implementing best practices, business process assessments, mapping and process re-engineering.
Dr. Emara steps in personally and takes over full responsibility of most of ReAya’s portfolio companies as the CEO/Managing Director. This very hands-on-approach differentiates ReAya from all other investment companies across the region. His endeavors also include developing viable investment opportunities in healthcare markets across MENA and escalating investee companies through restructuring, M&A activities, and operational reengineering.
He is also the Founder and Managing Partner of several entrepreneurial ventures including Muse (A healthcare M&A and advisory firm), and Tech. Developers (An intellectual property commercialization venture). As a recognized Healthcare Thought Leader, Dr. Emara is a regular panelist and speaker on healthcare private equity & operational excellence at international industry conferences.
Dr. Emara began his career in various senior management positions across Canada and the Middle East in affiliations with distinguished, intercontinental companies like Sanofi-Aventis, Bayer & Abbott.
Formerly CEO Vodafone Europe
CEO T Mobile USA (UK)
Humm is an artist and tech investor.............
He had solo exhibitions at London's Saatchi, Riflemaker and Hix galleries, in addition to group shows in London-UK, Venice-Italy and Potsdam/Remagen-Germany. Humm exhibits at the museum of Nevada in Las Vegas and is represented at the New York and the Los Angeles art fairs. He was selected by numerous magazines as featured artist and made it with his art to the front page Wall Street Journal. The renown art critic Edward Lucy Smith wrote a book "Pop Expressionism" on Humm's art.
Humm is member of the Advisory Board of Ruthberg, Senior Adviser for Antin Infrastructure Partners in London, Chairman of Eurofiber NL and Board member with Shine Technologies, Israel
Previously, Humm served as Vodafone's CEO for Europe from 2012 to 2015.From 2005 to 2012 Humm held various executive roles with Deutsche Telekom, the last one CEO of T-Mobile USA.
From 2000 to 2002, Humm was Managing Director for Amazon Germany and France, and VP Europe. From 1992 to 1999, Humm was an executive with the grocery retailer Tengelmann in Germany, where he became a member of the Executive Board in 1996 and in 1998 CEO of their food-discounter, Plus. From 1986 to 1992, Humm was with the consulting firm McKinsey & Company in Germany and Los Angeles.
Humm started up various companies, such as Gourmondo.de (2002), an online grocery retailer in Germany.
After studying Philosophy and Business, Humm began his career in 1982 at Procter & Gamble. In 1985 he received his MBA degree with distinction from IMD Business School in Switzerland.
Humm was born in 1959. He is German, his mother is Belgian. He has three children from his first marriage.
Before founding Plenitude Partners Andrew Doust was Vice President of Strategy at Legatum, a private investment firm based in Dubai..............
The Legatum Foundation allocates financial capital to ideas and programmes which unlock the human capital of the poorest and most vulnerable in society. Andrew played a lead role in building Legatum’s philanthropic portfolio including the development and launch of the Freedom Fund, a $100 million private philanthropic initiative to help end modern slavery and the Luminos Fund a global education initiative transform education systems in the developing world. Andrew serves on the global board of both organisations. While at Legatum he also co-created and facilitated the annual Legacy Roundtable for next generation wealth holders and created and led the annual Legatum Leadership Forum for CEO’s within the Legatum Group. He further supported the turnaround and relaunch of the Legatum Center at MIT and the Legatum Institute in London.
Originally from Australia, where he was a strategic advisor to family businesses, Andrew moved to Dubai eleven years ago to lead public and private sector reform initiatives in the region. With the launch of Plenitude Partners he is pursuing his passion to help wealth holders experience greater fulfilment and meaning as they steward their business and family assets in service of their family, community and the world.
Leader Family Office Services, EY
Executive Director and Leader Family Office Services in EMEIA and GSA at EY, Ernst & Young GmbH Wirtschaftsprüfungsgesellschaft, in Düsseldorf...............
Since over 20 years Peter works in Investment Banking / SME Corporate Finance transactions and in Private Banking initially at Deloitte in London, the WestLB-Group, HSBC Trinkaus, Sal. Oppenheim and with IMAP M&A Consultants.
Since June 2012 Peter Brock set up the global and multidisciplinary services offering for Family Office Services at Ernst & Young. He advises Family Offices and entrepreneurial families regarding holistic services around tax and audit, but also setting up and structuring a Family Office, risk management / controlling, succession issues, family governance and M&A advisory or Real Estate transactions, i.e. assisting family investors in direct investments projects.
Founder and CEO
Farahnaz is the founder and CEO of Insaan Group, a philanthropic venture that connects philanthropists and corporations to impactful social enterprises around education and entrepreneurship in South Asia and East Africa................
She has worked in several development contexts including Tajikistan, Palestine, Bosnia-Herzegovina, Pakistan, India and five years on the ground experience in Taliban and post-Taliban Afghanistan, with the UN, non-profits and the World Bank. She holds an MPA from the Harvard Kennedy School, and is a Faculty member at Zayed University in Dubai where she teaches humanities and has taught the first course on social entrepreneurship at the College of Business.
Capital Dynamics Ltd
Janusz is a Managing Director, Head of Investment Management Emerging Markets, a member of the board of directors of CD Holdings, Compliance & Conflicts Committee and the Private Equity Investment Committee...............
He has over 30 years of private equity, corporate finance, and industry experience. Prior to joining us, Janusz was head of Central and Eastern European private equity at Allianz Specialized Investments (formerly Dresdner Kleinwort Capital), having previously been deputy chairman and managing director of PTP-Kleinwort Benson. He has also been chief executive of a UK public company and was a member of the Wilton Park Advisory Council (a Foreign and Commonwealth Office agency). Janusz is a non-executive director and trustee of Computer Aid International (a UK-based charity) and is a past Fellow of the Chartered Institute of Marketing. He holds an MBA from the University of Aston.
Dr. Issac Mathai M.D.(HOM.)
M.R.C.H (LOND.) Chairman
Managing & Medical Director
Dr. Mathai hails from a family with a tradition of Homeopathic practice spanning four decades............
He graduated from the A.N.S.S. Medical College - Kerala, India and took his M.D. (Homeopathy) from the Hahnemann Post-Graduate Institute of Homeopathy, London. Following this he took his M.R.C.H.(London) and joined as a physician at Europe's first and largest holistic health care clinic for over 10 years.
He studied Chinese Pulse Diagnosis and Acupuncture at the W.H.O. Institute of Traditional Chinese Medicine, Nanking, China. He also participated in the Mind-Body Medicine training programme at the Harvard Medical School in Cambridge, MA in the USA.
Dr. Mathai established the Bangalore Holistic Medical Centre in 1989 and has a patient network of over 10,000 covering 40 countries.
Syndicate, Investments & Partnerships
Rajaa has been a PE investor since 2002, working as a GP in funds and co investing / advising Families in direct opportunities, out of London until 2015 and from Luxembourg since 2016..............
She is part of the Investment Team at Kharis Capital, a family office-backed firm that focuses on Consumer Mid Cap investments, where she leads Partnerships with Families, among others.
Rajaa is a passionate trainer, public speaker and advocate for PE, an asset class she believes should be demystified and better understood by the wider public, as a value and job creator industry. Rajaa is on the Board of the Luxembourg PE association, LPEA, where she co initiated the www.lpeainsights.lu conference cycles.
Rajaa supports several initiatives in Africa, as a Trustee of Positive Planet UK and a Board Member of family-backed fintech start up Koosmik.
She is a graduate of HEC Grande Ecole and holds an INSEAD MBA. Rajaa is fluent in 5 languages including French, German and Spanish.
Veritage Family Office (Canada)
Francesco Lombardo is a family business advisor/facilitator who has coached some of the world’s most successful and affluent families for over twenty years to fostering a culture of safe space................
Through his extensive work with these families, Lombardo has identified a universal connection between people’s relationship to money (Money Motto) and the impact this has on their families, businesses, and legacies.
Francesco is the founder of Veritage which is the safe space for families to understand how their feelings about money impacts the relationship with each other and the family. He guides families to developing governance models which holds the individual, the relationships with each other; and their wealth accountable to a set of guiding principles set out by the family for the family.
In addition, Lombardo is the co-creator and lead facilitator at The Scone Project, an invite only experiential and interactive next generation leadership development program hosted at Scone palace in Scotland every May.
Francesco is a much-sought after international speaker who has spoken at Campden Wealth Conferences, Institutional Investor, Tiger21, YPO/WPO chapters, and The Society of trust & Estate Practitioners, among others. His many television appearances include shows such as Money Talks, The Moring Show and Sky News.
Passionate and engaging, Francesco is a leading expert in the emotional impact money has on relationships, estate, family business and family office operations globally. He is committed to assisting families find, create and maintain a safe space by developing a model of cultural governance, which contributes to the continuity and sustainability of the family and its wealth.
Gabor George Burt
Business Tranformationist, Innovation Pioneer, Founder
One of the core, original experts of Blue Ocean Strategy, the new millennium’s most influential management concept, and contributor to the worldwide bestselling BOS book..............
Launched the Slingshot Framework in 2011 - as expansion of his BOS work. Slingshot enjoys worldwide recognition, and is at the forefront of global innovation. The framework shows how to engage creative thinking to systematically re-imagine market boundaries, filling a major global need: A 2010 IBM survey of 1,500 CEOs worldwide found that 'creativity' is considered the single most important leadership trait for future success.
Among high-profile events, delivered opening presentation at Global Marketing Forum, designed and hosted the Forum for Partnership of the Americas, a gathering of business and government leaders from across the Western Hemisphere. Shared stage with Seth Godin and Sir Richard Branson at Forum One, one of Europe's biggest leadership events with 5,000 participants. In 2016, was one of three judges for the E.U. Innovation Venture Award, since 2017 sits on the Board of the Global Innovation Institute, and is both designing and keynoting the Arab Innovation Forum in Dubai in 2018.
Works with executive teams of dozens of organizations, including multinationals, SMEs, public sector, NGOs and start-ups in applying the Slingshot Framework to re-imagine market boundaries and carve out high-growth strategies. Among them, helped American Express launch an entire new business in partnership with Walmart.
His ‘Slingshot’ book, which is a step-by-step guide to re-imagining boundaries, is a critically acclaimed, exclusive resource for partner organizations.
Leads immersive gatherings of VIP participants, and is launching The Slingshot Awards to recognize organizations, individuals, and initiatives that are re-imagining boundaries with the most impact. See www.theslingshotgroup.com for more details of his activities.
Recent articles in the Harvard Business Review: hbr.org/2016/08/keeping-customers-continuouslyinfatuated, hbr.org/2016/04/what-we-can-learn-from-one-of-the-worlds-most-mocked-cars
Chairman & Founding Partner
A native of Brooklyn, New York, Robert Rubinstein is a longtime resident of The Netherlands. In 1999, he founded a company to introduce the then-radical concept of sustainable investing..............
This concept became the foundation of TBLI Group – Triple Bottom Line Investing. From its early days, the aim of this small company was and is unabashedly global: To create an inclusive values based economy. The aim is to maximize investment flows into sustainability initiatives by showing the opportunities triple bottom line investing offers to investors.
It seeks nothing less than to reeducate the financial world that on the opportunities triple bottom line investing offers to investors.
TBLI pushes forward the notion that a truly sound investment is one that provides, not just financial rewards, but social and environmental ones, as well. Since then, the concept is now a household name in the financial world. For more than 18 years, TBLI Group has built the ecosystem for the Impact Investing and ESG community through advisory, educational and networking services. Mr. Rubinstein is the Chairman and Founding Partner of TBLI Group Holdings B.V. with headquarters in The Netherlands. The Company was founded in 1998 with the mission of integrating ESG and TBLI into the culture and strategy of international corporate business and investment companies. Mr. Rubinstein has been instrumental in championing Sustainable and IMPACT investment dedicated to solving social issues. Prior to TBLI, Mr. Rubinstein had an extensive career in publishing. He founded the first bicycle magazine in The Netherlands, FIETS in 1981, and Source magazine in 1995, a publication focused on integrating “profits and principles” as a message to the business community. FIETS and Source were based in Amsterdam, The Netherlands. FIETS was sold to VNU Magazines and it is still in circulation today. Mr. Rubinstein taught courses in Sustainable Finance at the Rotterdam School of Management from 2003–2006 and in his career has delivered many lectures at international business schools and universities. Rubinstein is a tenacious public speaker on both TBLI and ESG at global conferences and has been asked to speak at numerous engagements including the Global Reporting Initiative, the inaugural Impact Investing Israel Summit and World Pension Council in Singapore. TBLI was asked to organize a session at COP21, Paris in December 2015 and more recently, Mr. Rubinstein was invited at the request of Natural Step, a leading advisor on Sustainability for the Swedish corporate sector attended by King Carl XVI Gustaf of Sweden. Rubinstein, who lives in Amsterdam with his wife and two sons, was the founding publisher/editor of five magazines, the most recent of which was Source, the first European management magazine devoted exclusively to corporate social responsibility. Rubinstein was Chairman of the Swift Prize of the King Boudewijn Foundation and a commissioner for the State of the World Commission on Globalization. He has served on the boards of numerous organizations, including the Ethical Markets TV editorial advisory board, IMSA (International Sustainability Consultancy), the 3IG International Interfaith Investment Group, the BNP Paribas Investment Partners (ESG), Tellspec, and the ASN Foundation.
David A. Pieper
Optimus Prime Family Office
David A. Pieper is running with Optimus Prime GmbH a German SFO with a family background in the Machine Building Industry..............
Furthermore he is a German real estate expert for many UHNWI in Optimus’ network.
Dr. Ole Mensching
Ole started his career at the family office of Nils Regge helping to scale companies like HomeToGo, Finanzcheck or Dreamlines..............
He is a board member in several portfolio companies. Furthermore he consults these companies regarding their strategical HR needs and supports them in hiring and building up excellent teams.
In 2016 Ole co-founded Apollo Ventures which is the biotech arm of Nils Regge's family office investing in biotech companies within the longevity space focusing on therapeutics against age related diseases and aging itself. Apart from his venture activities, Ole has founded CareerTeam a headhunting agency focusing on digital executives and experts. With a headcount of over 100 employees and offices in Hamburg, Berlin and Zurich CareerTeam is market leader in the DACH region in helping medium-sized companies and corporates to built up digital teams.
Ole studied economics at the University of Cologne, with emphasis on business psychology and the strategic interaction of markets. He continued this course by finishing his Ph.D. with distinction at the Universities of Cologne and California, Berkeley.
Mr Tsang is currently Chairman of PRC Committee and Co-Chairman of Real Assets Committee of the Hong Kong Venture Capital and Private Equity Association.....................
Previously, he was the Hong Kong Venture Capital and Private Equity Association’s Chairman of the Board (2013-2015). He is currently a member of the Hong Kong Real Property Federation and a member of China Real Estate Chamber of Commerce Hong Kong and International Chapter.
Since 2015, Mr Tsang is the Chairman of Strategic Year Holdings Limited. Strategic Year is a private investment company focusing on real estate and financial investments, having invested in real estate projects in China, Hong Kong, Japan, US, UK, and Canada.
Mr Tsang has been in the finance industry for over 20 years. He started his career in venture capital/private equity with Baring Private Equity Asia, having led or participated in 20 investments during 2000-2013. His industry experience includes: natural resources/mining, manufacturing, automotive, education, healthcare, retail, consumer products, logistics, TMT, environmental products/services, energy and alternative energy, financial services etc. The portfolio companies he has been involved with include Noah Education Holdings Limited, Minsheng Education Group (1569.HK), Galloping Horse Media Group Limited, Kangda International Environmental Protection Holding Limited (6136.HK), Pansoft Group Limited, Hidili Industry International Development Limited (1393.HK), Launch Tech Co Ltd (2488.HK), Great Wall Auto (2333.HK, 601633.CN). Prior to joining Baring, he was with Merrill Lynch Asia Pacific doing equity research, focusing on media and retail sectors. During the 1990s, Mr Tsang began his career at Peregrine Investment Holdings, where he was involved with Asian fixed income sales and marketing.
Mr Tsang obtained a Master’s Degree in Management Studies at University of Oxford, United Kingdom; and a Bachelor’s Degree in Electrical and Electronic Engineering (First Class Honors) at Imperial College of Science and Technology, London, United Kingdom.
CBN Weekly, “2011-2012 Most Valuable Partners 50 in China”
Forbes China Magazine, “2008,2009, The 50 Best Venture Capitalists in China”
Top Capital Magazine, “2008 The Best PE Investor of The Year”
China Most Valuable Venture Enterprises Awards, “2008 The Best PE Investor”
Zero2IPO Group, “2007, 2009, Top 10 PE Capitalists in China”
World Eminence Chinesebusiness Association, “Top 100 Most Visionary Chinese Investors (2007, 2008)”
China Venture Group, “2008 The Top 30 PE Investors of The Year”
President & Chief Executive Officer
Bill Skillman has 30 years’ experience in the life sciences sector, including as a senior executive and international commercial business leader with Johnson & Johnson’s Transfusion Medicine business..............
(Ortho Clinical Diagnostic Systems) and as Vice President, Worldwide Sales & Marketing, with J&J’s Therakos division. Bill also served as Vice President, Marketing for Genzyme Genetics.
Prior to Velico, Bill took a break from life sciences corporate assignments and launched Cambridge Executive Services, Inc., a global retained search firm serving the Life Sciences industry, further expanding his network in the Transfusion Medicine, biotech, pharmaceutical, medical devices, and animal health sectors.
Bill earned a B.B.A. from the University of Pennsylvania, Wharton Undergraduate Division, and completed the International Executive Program at Duke University.
CEO, President of Managing Director
Deutsche Bank (London)
Matt Sadd arrived in London from his native New Zealand in ’98 and for the last 19 years has built a career structuring, pricing, underwriting and syndicating a colourful variety of debt financing transactions.........
...across an encyclopaedic range of sectors / geographies / asset security type and capital stack positions. He is a staunch adopted pro-European having worked for both the German national team (Deutsche Bank) and the Azzurri (Unicredit).
Now back with the German squad he currently focuses on the origination and execution of financing to privately held companies for Deutsche Bank’s own balance sheet as part of the Key Client Partners group.
Rajan is a successful international experienced CEO, and co-founder of Ellipses..............
He is a qualified surgeon and former adviser to multi-national corporations and governments. Through roles in both venture capital and as a CEO of life science businesses including Virgin Health Bank, Rajan has extensive experience in building growth companies in biotech, medtech and life sciences across the globe.
Rajan graduated from the University of Cambridge and is a member of the Royal College of Surgeons of England.
AG Capital Investments, LLC
Asim has over 20 years of experience in global macro investing, as well as economics, strategy, and investment consulting............
He is currently Managing Partner of AG Capital Investments, LLC, a global macro investment firm that invests across commodity, currency, equity index, and interest rate markets.
Prior to AG Capital, he spent 6 years as an investment consultant at Cambridge Associates, LLC, where he advised foundations, universities, private clients, and insurance groups ranging in size from $100 million to $20 billion. His clients included the largest university endowment in the Middle East, for which he designed a $1 billion inflation hedging portfolio comprised of real assets, hedge funds, and private equity.
Prior to joining Cambridge Associates, Asim was a Principal at Partners Capital Investment Group, LLC, an international investment advisory firm, where he managed the firm’s absolute return fund. Before that, he was a strategy consultant at Bain & Company, Inc., advising senior executives in the private equity and consumer products industries. He began his career as an economics and business consulting analyst at Charles River Associates, Inc.
MBA, MIT Sloan School of Management
BA, Economics, Dartmouth College
Claudio Marianti di Pergola
Vibe holdings Ltd
Claudio has an MSc in Economics from both the London School of Economics (LSE) and Bocconi University where he graduated Magna cum Laude and top of his class............
He was an investment banker at Rothschild London, at Salomon Brothers in London and New York, and at Citigroup London and New York where, amongst other positions, he was Chief of Staff of the Chairman Ambassador Ruggiero for two years. He was Professor of Economics and Military Intelligence at the University of Malta following the 9/11 attacks. He was then Managing Director of International Relations at Medigest SA and Comunica, Switzerland, and Founder of a workshop of Miniature painters in Jaipur India.
He is Founder and Vice Chairman of the Luciano Pavarotti Foundation in New York. He is also Chairman of K Culture and speaks at literature conferences around the world.
Head of fiduciary
Price Bailey Wealth Solutions
Paul has over 20 years experience in offshore financial services, he joined Price Bailey in 2010 where he established Price Bailey’s Wealth solutions offering..................
The offering developed quickly and now sees clients being serviced in over 26 Jurisdictions with wide ranging services being provided. In 2014 the service offering was extended to insurance management, this was initially focused on offering “self-insurance” to SME’s or wealthy individuals, essentially allowing them to share in the profit should an insurance claim not occur.
The offshore market place is changing and Paul prides himself on being able to adapt to the changing client needs, which includes new innovative structuring as well as going back to basics. He always looks at matters to determine whether they have been over complicated and could be simplified whilst still achieving the same goals. This normally leads to lower costs for clients as well as structures that they can understand and explain to others.
Paul, with the knowledge and help of his team, currently advises family offices, private individuals as well as corporates on areas including, family governance, generational planning, offshore structuring, private insurance companies as well as managing family disputes and corporate restructuring.
The culture which has been instilled in my team is one of understanding the clients and getting to know them, for this reason we are always happy to talk to people to understand their needs. This not only assists them, but it allows us to develop our knowledge about the market place and what we need to be looking at to ensure we continue to service and advice our clients appropriately.
Founder & CEO
Khalid' is a serial entrepreneur and his current role is the Founder and CEO of Glowork, an employment organization that has created thousands of jobs for women and placed over 30,000 women thus far.............
He is the first Saudi Ashoka Fellow, Young Global Leader at the World Economic Forum & an Endeavor Entrepreneur. Previously at the age of only 28 he held the role of Chief Operating Officer- Markets at KPMG in Saudi, Kuwait and Jordan. Khalid managed to lead the firms he worked with to over 30 key awards which were aligned to the firm's overall corporate goals and strategy.in 2013 Khalid led Glow Group to an investment to expand its current operations into different verticals and has led it from startup to a well-established business with over 120 employees.
He has a Bachelors in Commerce degree from Saint Mary’s University in Canada with three majors, Marketing, HR and Psychology, and has completed his Executive Education in Leadership at the University of Yale, and in Political Science from Harvard Kennedy School.
Khalid is an active writer in international publications such as the Huffington Post, all this led him to being awarded The King Salman Award for Entrepreneurship, #3 Most Influential Arab by Arabian Business, Amends Fellow at Stanford university, and ranked #1 Most influential Saudi by Arabian Business. Khalid also sits on a number of Advisory boards throughout the Globe such as the L'Oréal Global Panel of Critical Friends.
Hobbies: An Avid Chelsea fan, Hunting and Fishing
Hikmat Al Kaitoob
Hikmat Al Kaitoob makes her presence felt within minutes of meeting her. An icon for a new generation of strong and influential Arab women, her personal strength and allure is evident even before her astounding accomplishments are mentioned..............
HShe is a business woman, lifestyle icon, social figure, humanist, wife and mother but what distinguishes her is her humility and respect for people around her. Through her drive to accomplish more and rise above all restrictions place on her, she has become one of Dubai’s most prominent women.
Hikmat believes keeping family central to her life is of primary importance. “If you are not happy in the house you will never be successful outside” she states with proud sentiment. Hikmat is married to a prominent Emirati businessman, the Former Undersecretary of Justice in Dubai. She has raised two daughters and one son. Her children see her as a support system and a friend who is with them through their happy and difficult times.
Hikmat is a true thought leader and has a strong vision for business and ethics. She began her career early as a board member for the Arab Authority for Agricultural Investment and Development where she handled the infrastructural portfolio for all the Gulf and Arab countries. At this time she also began her first entrepreneurial venture with Dr. Mohammed Khalfan Bin Kharbash, Former Minister of Finance and industry, on significant projects in tourism, banking, education and pharmaceuticals. Under the Ghadaq General Trading she initiated the idea of women’s banking via the Dubai Islamic Bank emphasizing the importance for women to be treated equally in the region. Her involvement in concepts such as Dubai Summer Surprises, Children’s Village and Global Village has shaped the face of Dubai’s tourism market. She was also associated with the building of Al Ittihad Private School, Prism-the Fireworks Company and exclusive pharmaceuticals distributorship. At the same time she contributed to major governmental decisions as the Managing Director of the private office for the Minister of Finance. Her third venture was with the Union Trust during which she witness the growth of monumental enterprises such as Emaar, Tabreed, Manasek, and Senaat and was involved in the released of their IPO’s. After witnessing unprecedented success Hikmat went on to become the whole-owner of her own company. She is currently the Managing Director at Hikmat Al Kaitoob Holding and Vice President of the MAK Group which extend across a multitude of industries such as MAK Crushers, MAK Transportation, Al Kaitoob Contractors, United Refineries, Amled Schools, Samsung Construction Corporate and MAK 24 Homes Real Estate.
Hikmat has presence that allows people to feel comfortable and charmed around her. Although she maintains a busy schedule, her deep desire to create change is reflected in her large hearted commitments to an enormous list charities such as Al Noor Charity Center, Rashid Pediatric Center, Make a Wish Foundation, Oil Baron, Oxfam, The Global Gift and numerous others. She is consistently invited as the front row lady and acknowledge for her large contributions to the less privileged. As a women entrepreneur she also wishes to pass on her knowledge via her membership at the Dubai Business Women Council, Abu Dhabi Business Women Council, Emirates Women Council, Arab Business Women Council. She also contributes as the Board Advisor of Emirates BPW for the empowerment of other women in business. The big NGO which base in Los Angeles (Face Forward) partnered Mrs. Hikmat and choose her as an Advisor/ Ambassador for the U.A.E.
Hikmat Al Kaitoob has become an icon in fashion, only choosing esteemed brands to be linked with her name. She is currently the Brand Ambassador for Piaget. Van Clef has named her “The Lady of Van Clef’ and for 2 years she was the Ambassador of Chaumet Jewelry. In addition, so many brands have sought out Hikmat’s collaboration. She adds her own element of glamour and elegance to each entity she associates with. “I am inspired by my desire to be better than I was yesterday” she says confidently. Spotted repeatedly as the guest of honor at multiple the influential fashion events, such as House of Style by Saks Fifth Avenue, Bloomingdale’s launch, Galleries Lafayette show, Harvey Nichols’ Gala and other major fashion houses; Hikmat has gained the attention of newspapers for her fine taste in elite fashion. Her innate sense of home decor and luxury furniture was also covered by ITP publishing by selecting her house as the Hot 100 homes in the U.A.E. Her efficacy and charisma have grounded the influence she has in prominent social circles in the Middle East. ITP Publishing has rated her as the Hot 100 Women of this region. Her online presence is large in spite of her retaining a restricted portfolio; on Instagram she has a solid 21K follower’s base and although currently inactive she was last seen on Twitter with 830 followers.
Other Engagement - Advisor of the Board – Arab Fashion Council - Member of the Judge Panel – Fragrance Foundation - Member of the Judge Panel – Sharjah Chamber of Commerce & Industry - Chief Committee Officer – Arab Fashion Council - Advisor of the Board – BPW Emirates/ BPW International
Farida F. El Agamy
Tharawat Family Business Forum
Farida F. El Agamy is the General Manager of the Tharawat Family Business Forum, the private network and knowledge hub for family-owned companies in the Middle East and North Africa, since 2009..............
With her professional background as a lawyer, Farida F. El Agamy joined the founders of the Tharawat Family Business Forum to support and foster the sustainability, innovation, and growth of family firms. She has set up a variety of programs around corporate entpreneurship for business owners and is a founding member of the global Women in Family Business (WIFB) network. She is currently also Editorat-Large of the Tharawat magazine, and a Director at Target Developments LLC, and Orbis Terra Media LLC her family’s firms in Switzerland. Farida read law in Switzerland and the UK and qualified as a barrister at the Swiss bar. She practiced administrative, corporate and contract law in a leading Swiss law firm, and worked for several local and federal government agencies. Her previous professional experience include positions as associate lawyer at the United Nations in Geneva, and as executive level advisor on corporate structures and transformation of family-owned firms.
Speaking six languages, Farida's Dutch and Egyptian family backgrounds and international upbringing have shaped her global understanding and her active social engagement, always striving for a better understanding within families, between regions and people.
Founding Partner, CEO
Chris is a founding partner of Magna Group and serves as CEO. A serial real estate professional with a background in construction, property acquisition and development..............
Chris started is meteoric rise early on by working on construction sites to develop a deep understanding of the real estate sector from the ground up. His career is a testament to his energy, drive and ambition.
Hailing from a family of well esteemed construction professionals he has bolstered this tradition by starting his own companies in construction, property acquisition and property development. A self-taught professional, he has a relentless work ethic and tirelessly drives not only Magna Group forward but also mentors young real estate professionals to help them grow their businesses.
With a deep knowledge of construction, real estate, raising capital, equity markets and business, Chris builds on this foundation daily to lead Magna Group to continued success.
Kallas Asset Management, LLC
Mr. Wilkens is global head of relationship for KALLAS, a 34 year old Brazilian real estate development and contruction firm founded by the Kallas family..............
He has over 17 years of experience in risk management and sales. Prior to Kallas, Mr. Wilkens was a fixed income trader at Goldman Sachs where he managed a multi-billion dollar balance sheet. He also co-founded Vine Street, an investment management firm and Blue Ivy Ventures; a Yale University alumni venture capital firm that support's the Yale entrepreneurial community.
Mr. Wilkens has an M.B.A. from Yale University and a B.A in Political Science and Business Administration from the University of Arizona.
Director, Capital Technologies Incr
The Bosarge Family Office
Janus has spent the last 15 years working in the UHNW private client space and has become a familiar with many of Europe’s private banks, wealth management firms, family offices as well as within the world of luxury and business aviation..............
He has held high profile senior roles at international firms such as Emisphere and Camera Moda in Milan, Ocean Sky, Global Jet Concept, Hangar8 plc and the internationally acclaimed investment firm LLC in New York.
As Director of Strategic Relations with the Bosarge Family Office in London Janus is responsible for project management and VIP & private client relations, concentrating his efforts around pillar projects within life sciences and stem cells. The Bosarge Family Office, through Black Beret Life Sciences, remains one of the world’s leading players within the field of regenerative medicine and anti-ageing; an area of growing interest to many high profile private investors. With the Bosarge Family Office Janus is on the front line of investor relations, leading the conversation between the families and private investors who are pioneering this space.
Janus started his career in luxury goods as a Brand Management Consultant with top tier brand management agency Emisphere in Milan, from where he moved on to become the Investment Sales Director at boutique investment firm LLC specialising in luxury goods, high end retail and commercial real estate, working with Sovereign Wealth Funds as well as world renowned private family investors.
Throughout his career, Janus has developed valuable relationships with business owners, CEOs and opinion leaders from the international luxury, business aviation and private banking. Outside of the private client services Janus is known for his close ties to private banks, leading art galleries and property developers.
Janus holds an MBA from SDA Bocconi in Milan, a Master in Economics from ESCP, Paris and an Undergraduate in Law from University of Copenhagen.
Putera Sampoerna SFO
Thierry's quest is to get more finance to businesses that create jobs, and have a social or environmental impact. His ventures use technology to enable scale, engagement, communication and efficiency. ..............
This is his core task with his investor the Putera Sampoerna Foundation.
Additionally together with Putera Sampoerna he develops new businesses with social impact. Like creating the entrepreneurship curriculum for his university, developing a student loans, or kindergarten programme, and several other businesses.
Putera Sampoerna is one of Indonesia’s most respected businessmen. After selling his tobacco company HM Sampoerna he invested in banking, education, agribusiness and plantation forestry.
Chief Executive Officer
Chris Mowry has more than 30 years of global executive leadership experience in the energy and infrastructure sectors..............
With management responsibility for firms located in Asia, Europe, and the Americas, he has held business leadership positions in the power, oil & gas, automation, and process industries.
Chris is currently the CEO of General Fusion, the world’s most advanced private fusion energy venture and recognized global leader in the drive to commercialize this clean energy technology. He was also the Founder and CEO of Generation mPower, a company formed in 2011 to design, license, and deliver the next generation of nuclear fission technology - the mPower Small Modular Reactor (SMR).
Previously, Chris was the President of B&W Nuclear Energy, a division of The Babcock & Wilcox Company (BWC) focused on the commercial nuclear power industry. Before joining B&W, Chris was the President and COO of WSI, a high-growth private equity backed services and manufacturing company. Prior to his time at WSI, Chris spent 10 years with the General Electric Company, where he held various executive leadership roles, including General Manager for the Hydro Power business in Oslo, Norway, General Manager for the Energy Management Systems automation business, and President of GE Reuter-Stokes, a high-technology electro-optical and radiation sensor manufacturing business. Chris also spent time with the Philadelphia Electric Company in power plant construction, startup, engineering and operations.
Chris has earned a BS in Engineering and a BA in Astronomy from Swarthmore College, and a MS in Mechanical Engineering from Drexel University. He holds numerous patents in advanced control systems for various energy technologies.
Okeili & Co
Akram Okeili is a seasoned management advisor with more than 15 years in the Family Business Advisory domain...............
In addition to being a leader in emerging market strategy and portfolio planning, Akram is a veteran Family Business Expert, Ultra-affluent Individuals Advisor, a Governance & Restructuring Expert and a savvy Investment Banker. Akram has over 15 years of US, European and regional experience in management consulting, private equity and investment banking with substantial focus on Family Business strategic initiatives spanning various industries.
Akram has advised regional Family Businesses on sustainability and expansion strategies including governance and succession best practices, portfolio strategy and re-organizations, optimal M&A scenarios, disposals, alternative investments advisory and capital raising solutions involving equity and debt financing. With a return to university in 2008, Akram Okeili earned an Executive Masters in Business Administration (MBA) from the American University of Beirut. This was soon followed by achieving the Certificate in Management Consulting (Cert. MCE) and the Diploma in Management Consulting (Dip. MC), before finally being awarded the highest recognition of management consulting expertise, the status of Certified Management Consultant (CMC) from the Institute of Consulting in the UK. In 2011, Akram has further been awarded Certified Merger & Acquisition Advisor (CM&AA) Designation from the Alliance of Merger & Acquisition Advisors & De Paul University.
Akram Okeili is currently the Founder and Managing Partner of Okeili & Co. Okeili & Co. is a boutique management advisory firm and the region's leading advisor on Family Business. The firm focuses on three practices mainly Family Business Governance, Mergers & Acquisitions and Strategy & Planning. Specialties: • Family Business Governance / Succession • Investment Advisory / Mergers & Acquisitions • Corporate Strategy / Portfolio Rationalization • Wealth Management.
Dr. Rieki Crins is a cultural anthropologist and specialized on the Himalaya kingdom of Bhutan..............
She obtained her PhD on Gender and Sustainability in Bhutan in 2008. Rieki Authored several articles and two books on Bhutan. Rieki is a passionate speaker and gives lectures at university’s and institutions like Oxford University, University of Amsterdam, Siam Society Bangkok Thailand, Free University and TBLI conference among others. Next to her academic work, she co-founded (together with her husband Robert Rubinstein) the company Brooklyn Bridge back in 1999. Brooklyn Bridge introduced the then-radical concept of sustainable investing. The concept behind this company was the introduction of TBLI-Triple Bottom Line Investing. TBLI Group assists companies, institutions, NGOs, and individuals who wish to institutionalize sustainability. A daughter of the TBLI group is TBLI Conference, organizer of the largest international networking and education opportunity on ESG and investing in the world.
For 4 years Rieki was the conference manager for TBLI Group and organised conferences in Europe and Asia. Rieki was five years responsible for the support women projects in India for the Melania Foundation. The last 18 years Rieki has been working in the travel-industry, she designs and guides high end cultural trips to Bhutan, Eastern Himalaya (Sikkim), Rajasthan and in the 90’s in Zimbabwe and Botswana. This experience of working in the travel world has let to her to the project that she is doing today: to combine her passion of bringing into practice true sustainability in the tourist sector, preservation of cultural heritage, zero emission building practicing, creating jobs. To bring this passion she has set up a cultural authentic and emission free hotel-school in Bhutan in 2015 for unemployed Bhutanese youth. Rieki founded the Learning Exchange Foundation in 2009. The foundation has as aim help people to help themselves by giving them access to knowledge, like vocational hospitality training, raising awareness about organic food and green technology and creating jobs.
Today Rieki is working with the company Hill Tribe Organic, a social enterprise that works with the Hill Tribe people in Northern Thailand to produce organic eggs. Hill Tribe Organic has as aim to expand the business with a 5 star hotel ( eco lodge) and a hotel school to create more work possibility for the people in the hills of Northern Thailand and have a good return on investments. The future aim is to have a whole organic community in N. Thailand.
Joanne is a digital health and media pioneer with a passion to invest in and promote businesses that are profitable whilst “doing good”...............
An award-winning journalist and television producer, (News Ltd, Channel 9 Australia, BBC, and Sky TV) , Joanne was founder and Chief Executive of Channel Health – the UK’s first health website and interactive television channel which floated on Aim in 2000 and sold in 2003. The channel had 8 million viewers a month and launched the digital pilots for the UK Government which subsequently became NHS Choices.
She was a finalist in the 2000 Ernst and Young Entrepreneur of the Year awards.
Joanne, subsequently founded of Ceres (www.cerescom.com), which provides communciation strategy, and digital media services to the family office, government, corporate NGO and charity sectors. Clients include: Ernst & Young, EADS, HSBC Insurance, Assura Group, Princes Trust, Kleinwort Benson, Private Family Offices and the Charities Aid Foundation. Joanne is an non-executive director of Laboratories Isocell SA whose patented anti-ageing SOD melon enzyme Glisodin, is marketed internationally www.glisodinskin.com. She is an advisor to Asian Multi Channel Network, Thoughtful Media (www.Thoughtfulmedia.com), organic chocolate company www.originalbeans.com, spray dried blood plasma company Velico Medical (www.velicomedical.com) and India’s leading wholistic health centre, www.soukya.com.
Co Founder & CEO
Giffen is the Chief Executive of Synova Power, a company he co-founded with the purpose of bringing a new generation of waste-to-energy technology to market..............
The technology adapts a proven oil and gas solution to cleaning syngas, so that it can be used in higher efficiency power solutions or higher value chemical applications. By focusing on what is made rather than what is destroyed, the solution is viable in Asia, where disposal fees are typically low but where waste disposal is most in need. Prior to Synova, Giffen was in private equity as a Senior Managing Director of Evercore Partners and an Operating Executive of Golden Gate Capital, which followed a career in which he worked in transforming various private equity investments as COO or partner in several management buyouts and a turnaround.
Prior to this he worked at Bain & Company, where he was responsible for case teams performing due diligence and turnaround work for private equity clients and also helped to establish the utility practice.
He holds a BBA summa cum laude from Southern Methodist University and a JD from Stanford Law School.
Salman Haif Alkahtani
Salman Alkahtani is an executive manager at Haif Group, a family owned entity that owns and runs a variety of businesses..............
He is a part of a big family that consists of more than 45 siblings, who are all shareholders in Haif Group. Being a second generation family member and one of the only two active members working in the group, Salman strongly believes that corporate governance is the only way to achieve sustainability. His work and expertise in the family business made him seek the ultimate and favorable institutionalization journey to maintain his family heritage and commerce. In addition, he is the key person accredited for the family governance system including legally restructuring the group, planning succession and transferring of ownership.
In 2009, Salman became a Canadian certified engineer from the prestigious University of McGill and in a few years, in parallel to his full-time employment, he was able to attain First Honor degree in Master of Business Administration (MBA). Specialties: · Project Management · Entrepreneurship / Start-ups. · Family Business Governance / Succession.
Chairman & Founder
Topan was founded in 2011 (www.topan.ch) and has a multi year team expertise in investment banking and strategic and financial services...............
Based on the mission to moving capital in the right direction Topan has developed innovative methodologies for developing Economic Ecological and Ethical values (Triple-E) where deal design aims to best match capital solutions that help to scale businesses. The clients of Topan vary from institutional investors to businesses and single investment vehicles. All are interested in creating substantial financial returns (Economic Values) while developing Ecological and Ethical values which a a new “Value/Risk perspective”. The global outreach Topan has achieved with its presences throughout the world and the appreciation on highly prestigious levels have helped Topan succeed over the years in the sectors Forestry, Energy, Food, Ecosystem Services, Water, Healthcare and Education contributing to the global change while “Making $$$ and Sense”.
Daniela is the founder of Topan and held prior to the foundation of Topan an executive role with a leading asset manager positioned in the Social Responsible Investment („SRI“) universe working in alignment with ESG. She has over 26 years international experience in several partner roles and executive directorships in commodity trading, investment banking and consulting, corporate finance, institutional client relations, management coaching and human resources management. She held a board seat of an affiliate of a globally leading provider of green investment expertise and climate neutral & water services and was the chairman of a charitable trust. Daniela holds a bachelor’s degree in Economics from the University of St. Gallen and an MBA from the University of Zurich and is certified management coach.
She brings to the consortium a wealth of experience in investment selection, investment guidance as well as scaling businesses on a global level with different methods of deal designing and best matching with capital solutions. She and her teams help managing the complexity of challenges from the investor perspective and from the business perspective to scale. Her innovative thinking never focuses on the verticals of financial structuring but always on the horizontals to open all pathways to success. She was a finalist at the Enterprising Women of the Year Awards in 2014 and is a certified member of UnitedSucces the worldwide network of woman business owners. Daniela has held a number of speeches and moderated conferences in the global sustainability space. She is fluent in SwissGerman, German, English, Spanish and proficient in French and Italian.
Clare Woodcraft is the former CEO of Emirates Foundation, the national foundation of the UAE, where she oversaw the organization’s successful transition from traditional grant making to Venture Philanthropy................
She served for three years as the Chair of the Arab Foundations Forum (AFF), a regional network of Arab philanthropic organizations focused on professionalizing the sector and improving impact. She continues to work with the AFF on developing the enterprise ecosystem in the Arab world.
Earlier she worked in the UK as Shell Foundation’s Deputy Director helping to grow its portfolio of scalable social enterprises working in energy related sectors. Woodcraft has spent over 25 years working in emerging markets focusing on how to create sustainable and scalable systemic socio-economic change both as a corporate executive (for Shell and Visa International) and as a philanthropic practitioner and adviser. She has written extensively on development challenges in the Middle East and is a regular public speaker on how to create high impact catalytic philanthropy. She sits on the boards of the US based Operation Hope which promotes financial inclusion and the UK based Sumerian Foundation which is addressing global poverty issues.
Woodcraft is a British national who speaks Arabic and French fluently and holds an MSc in Development from the London School of Economics.
Chief Investment Officer
Al Sulaiman Group
Nabil Nazer is the Chief Investment Officer at Al Sulaiman Group, a Saudi diversified holding and investment group. His expertise encompass investments, finance and strategy with multi-sector and multi-asset class experience across the GCC and Middle East.................
Prior to his current role Nabil was Group CFO for KADDB Investment Group where he set up and managed the investment and finance departments at the holding. Before that, Nabil worked at renowned international and regional companies including Gulf International Bank / GIB Capital, Hikma Pharmaceuticals, Merrill Lynch, and Fidus Groupe Societe Generale. He holds various board positions, and is a member of audit and investment committees of portfolio companies. In addition, he is a mentor for entrepreneurs at Endeavor and Flat6Labs.
Nabil holds an MBA from INSEAD and a Bachelors of Business Administration with Distinction from the American University of Beirut. He also completed the KAFD/IDG Development Program held in Amman and the Royal Military Academy at Sandhurst.