Industry gather for II Middle East Forum 2023

The great and the good of the international financial services operating within the Middle East are gathered in Dubai for today's (27 September) fifth annual International Investment Middle East Forum 2023.

This sell-out event, which is being held at the JW Marriott Marquee hotel in Business Bay, features an array of speakers, presentations and key industry figures gathered together for a busy but fun filled morning session with five presentations, a key panel session and a live case study being played out on stage with audience participation.

There will be plenty of networking throughout at one of Dubai's nest venues and a delicious lunch to finish the event with a prize draw for delegates at the end.

Registration for the event started at 8.30.

The agenda is below.

08:30 - 09:10
Registration and Coffee/ Pastries

09:10 - 09:15
Welcome Remarks

International Investment Publisher Gary Robinson opens the event

09:15 - 09:35
Evelyn Partners

The Next Decade - presentation by Daniel Casali, Investment Strategist at Evelyn Partners. Introduced by Jeremy Bezant PhD Associate Director, International Business Development, Evelyn Partners.

09:35 - 09:55
Finance Isle of Man

Simon Pickering, Head of Insurance & Pensions - Finance Isle of Man, Dep't of Enterprise, Isle of Man Gov't, will provide a presentation on developments within the international life offices sector on the IoM and how the industry has prospered on the island across the years.

09:55 - 10:15
Evolution, Education and Engagement - Continuing trends in the advice market

As a follow up from recent International Investment presentations regarding the overwhelming change within the industry, Richard will look at the advice market and expand on the major trends that impact all of our businesses. This is against the backdrop of the market volatility across 2023.

Speaker
Richard Burden
Head of International Sales
Canaccord Genuity Wealth Management

10:15 - 10:30
Morning Networking Break

10:30 - 10:50
LGT Wealth Management

Topic/Presentation Title: Mastering the imagination: the potential of generative AI 

Synopsis: The rapid evolution of Artificial Intelligence (AI) is propelling the AI software market to a projected USD126 billion revenue by 2025. AI's transformative impact spans from combating financial crime to revolutionizing education. Familiar AI applications like Apple's FaceID and Netflix recommendations are already seamlessly integrated into daily life. OpenAI's ChatGPT release marks a pivotal shift, with estimates indicating that AI will drive 95% of customer interactions within two years. Governments globally are swiftly devising safeguards for this powerful tool. As investors, how will we harness the potential of this ground-breaking technology?

Speaker
Olivia Wingrove
International Portfolio Manager
LGT Wealth Management

10:50 - 11:10
Investors Trust

The Dilemmas and Challenges facing Advisers in 2023

Speaker

Phillip Story

Senior Executive Officer & Head of EMEA Distribution

Investors Trust

11:10 - 11:50
Panel debate: What is the future for products and 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 and key product providers to answer questions.

Speakers/Panellists

Danielle Sutchley
Managing Director
Finsbury Associates

Con Lillis
Managing Director
Abacus Financial Consultants

Phoebe Stone
Partner
LGT Wealth Management

Richard Burden
Head of International Sales
Canaccord Genuity Wealth Management

Phil Story
Head of Distribution EMEA
Investors Trust
 

11:50 - 12:45
Case Study and Break Out Groups

Following our networking break, 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.

Presented by David White,

Managing Director

QB Partners

12:45 - 13:30
Post-event lunch, networking, prize draw and client giveaways