Wealth / Life Middle East (DXB)

Curated by the experts for the experts

24th – 26th September 2023
Shangri-La Hotel, Dubai

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Agenda

Pre-Event Evening | 24th Sep 2023 DAY 1 | 25th Sep 2023 DAY 2 | 26th Sep 2023

6.00pm

Welcome Drinks Reception

Ikandy Ultralounge - Shangri-La Level 4

9.00am

Networking & Registration

9.30am

Chairs’ Opening Remarks
Ajay Wiltshire - Managing Director - Saffery ME Limited
Nicholas Holland - Partner - McDermott, Will & Emery
Heba Al Emara - Managing Director - Vistra Middle East

9.40am

Strategies Preventing Succession Warfare
Sunita Singh Dalal - Partner, Private Client & Family Offices - Hourani & Partners
Richard Catling - Partner - Al Tamimi & Company
Mustafa Hussain - Managing Director, London - Accuro
Hannah Wailoo - Partner - Withers

10.20am

Gulf Financial Centres, DIFC, ADGM, Saudi & Beyond
Rima Mrad - Partner - BSA Ahman Bin Hezeem & Associates LLP
Steven Ireland - Head of Tax - Creation Business Consultants
Alastair Glover - Partner - Stephenson Harwood

11.00am

Networking & Refreshment Break

11.30am

Tax Insights from the IRS - Attack of the Enablers!
Anthony Cook - Regional Attaché - IRS Criminal Investigation

12.10pm

Banks and Bankers - Where Do We Go From Here?
Nour Tassabehji - Investment Director - CdR Capital Limited
Sarah Courtney Dockett - Managing Director, Citi Private Bank, Head of Women in Wealth, EMEA - Citi Private Bank
George Triplow - Senior Wealth Strategist, Global Family Office - Northern Trust UAE
Mario Al-Jebouri - Private Banker -

12.50pm

Networking & Lunch

Breakout Sessions

During this interactive element of the agenda, delegates will be able to attend two of the three 40 minute available sessions.

2.00pm & 2.40pm

Session 1: Banking UHNW Clients
Damien Morgan - Senior Wealth Planner - HSBC

Session 2: Wealth Planning for Middle Eastern Families with US Aspects
Suzanne Reisman - Principal - Law Offices of Suzanne M. Reisman

Session 3: Jurisdictional Updates
Gilly Kennedy-Smith - Partner - Mourant
Tasleem Sayani - Associate - Stephenson Harwood

3.20pm

Discussion Moderators' Key Remarks

3.30pm

Networking & Refreshment Break

3.50pm

HNW Individuals in Film, Music and Sport
Sarah Malik - CEO & Founder - SOL International (ADGM)
Daniel Goldberg - Co-Founder & CCO - MAC Global
Pete Hackleton - Partner - Saffery

4.30pm

My Life in Sport: A Fireside Chat with Simon Clegg CBE
Simon Clegg CBE - Leader in the Sport, Events and Tourism Industries - Expo 2020 Dubai, European Olympic Committee

5.10pm

Chairs’ Summation & Close of Day 1
Ajay Wiltshire - Managing Director - Saffery ME Limited
Nicholas Holland - Partner - McDermott, Will & Emery

5.15pm

Drinks Reception

9.00am

Networking & Refreshments

9.30am

Chairs’ Welcome Back
Ajay Wiltshire - Managing Director - Saffery ME Limited
Heba Al Emara - Managing Director - Vistra Middle East

9.40am

Managing Our Client's Wellbeing and Our Own!
Dr. Andrew McCombe - Consultant ENT Specialist -
Dr. Nazli Balkir Neftci - Clinical Psychologist - German Neuroscience Centre Dubai
Dr. Katie Sweeting - Performance Coach & Palliative Care Consultant -

10.20am

Strategies for Promotion and Engagement
Alison Anderson - Founder - The LINK Consultancy
Sharon Danso Missah - Marketing & Communications Lead - Clyde & Co

11.00am

Networking & Refreshment Break

11.30am

International Problems & International Solutions
Joëlle de Cerjat Santa Cruz - Senior Wealth Planner - Lombard Odier
Carine Tohme - Managing Partner - Tohme Law (Lebanon)
Charlotte Evans-Tipping - Partner - Forsters
Abdulla Ziad Galadari - Senior Partner - Galadari Advocates & Legal Consultants

12.10pm

Sharia Structures
Dr. Hamid Harasani - Managing Partner - Harasani & Alkhamees Law Firm (Saudi Arabia)
Heba Al Emara - Managing Director - Vistra Middle East
Tasleem Sayani - Associate - Stephenson Harwood

12.50pm

Networking & Lunch

2.00pm

From Family Breakdown to Peace and Harmony

Jeremy Kosky and Nick Holland explore why private wealth disputes happen and how to resolve them.

Jeremy Kosky - Partner - Clifford Chance
Nicholas Holland - Partner - McDermott, Will & Emery

2.40pm

Bursting Barriers, A Vision for Innovation
Leen Zaza - Partner - Khoshaim & Associates
Raya Abu Gulal - Founder and Managing Partner - R.A.G Legal Consultancy
H.E. Maryam Bin Al Shaikh - Director - Sharjah Business Women Council

3.20pm

Reputational Matters, Privacy and Protest
Stuart Leach - Founder - Stuart Leach Associates - London
Tom Ashby - Communications Advisor -

4.00pm

Chairs’ Summary & Closing Remarks
Ajay Wiltshire - Managing Director - Saffery ME Limited
Heba Al Emara - Managing Director - Vistra Middle East
Nicholas Holland - Partner - McDermott, Will & Emery

Event Partners

Event Partner

Media Partner

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Speakers & Event Details

For Speakers & Event Details enquiries please contact Seth on +44 (0) 20 3433 2282 or email seth@thoughtleaders4.com

Partnership

For Partnership enquiries please contact James on +44 (0) 20 3398 8546 or email james@thoughtleaders4.com

Booking & General Enquiries

For Booking & General Enquiries enquiries please contact ThoughtLeaders4 on +44 (0) 20 3398 8551 or email info@thoughtleaders4.com

Venue & Operations

For Venue & Operations enquiries please contact Sarah on +44 (0) 20 3398 8560 or email sarah@thoughtleaders4.com

Wealth / Life Middle East (DXB)

Curated by the experts for the experts

Agenda

Welcome Drinks Reception 6.00pm

Networking & Registration 9.00am

Chairs’ Opening Remarks 9.30am

Strategies Preventing Succession Warfare 9.40am

Gulf Financial Centres, DIFC, ADGM, Saudi & Beyond 10.20am

Networking & Refreshment Break 11.00am

Tax Insights from the IRS - Attack of the Enablers! 11.30am

Banks and Bankers - Where Do We Go From Here? 12.10pm

Networking & Lunch 12.50pm

Breakout Sessions

Session 1: Banking UHNW Clients 2.00pm & 2.40pm

Session 2: Wealth Planning for Middle Eastern Families with US Aspects

Session 3: Jurisdictional Updates

Discussion Moderators' Key Remarks 3.20pm

Networking & Refreshment Break 3.30pm

HNW Individuals in Film, Music and Sport 3.50pm

My Life in Sport: A Fireside Chat with Simon Clegg CBE 4.30pm

Chairs’ Summation & Close of Day 1 5.10pm

Drinks Reception 5.15pm

Networking & Refreshments 9.00am

Chairs’ Welcome Back 9.30am

Managing Our Client's Wellbeing and Our Own! 9.40am

Strategies for Promotion and Engagement 10.20am

Networking & Refreshment Break 11.00am

International Problems & International Solutions 11.30am

Sharia Structures 12.10pm

Networking & Lunch 12.50pm

From Family Breakdown to Peace and Harmony 2.00pm

Bursting Barriers, A Vision for Innovation 2.40pm

Reputational Matters, Privacy and Protest 3.20pm

Chairs’ Summary & Closing Remarks 4.00pm

Event Partners

Event Partner

Media Partner

Contact Us

Speakers & Event Details

Partnership

Booking & General Enquiries

Venue & Operations

Welcome Drinks Reception
6.00pm

Networking & Registration
9.00am

Chairs’ Opening Remarks
9.30am

Strategies Preventing Succession Warfare
9.40am

Gulf Financial Centres, DIFC, ADGM, Saudi & Beyond
10.20am

Networking & Refreshment Break
11.00am

Tax Insights from the IRS - Attack of the Enablers!
11.30am

Banks and Bankers - Where Do We Go From Here?
12.10pm

Networking & Lunch
12.50pm

Session 1: Banking UHNW Clients
2.00pm & 2.40pm

Discussion Moderators' Key Remarks
3.20pm

Networking & Refreshment Break
3.30pm

HNW Individuals in Film, Music and Sport
3.50pm

My Life in Sport: A Fireside Chat with Simon Clegg CBE
4.30pm

Chairs’ Summation & Close of Day 1
5.10pm

Drinks Reception
5.15pm

Networking & Refreshments
9.00am

Chairs’ Welcome Back
9.30am

Managing Our Client's Wellbeing and Our Own!
9.40am

Strategies for Promotion and Engagement
10.20am

Networking & Refreshment Break
11.00am

International Problems & International Solutions
11.30am

Sharia Structures
12.10pm

Networking & Lunch
12.50pm

From Family Breakdown to Peace and Harmony
2.00pm

Bursting Barriers, A Vision for Innovation
2.40pm

Reputational Matters, Privacy and Protest
3.20pm

Chairs’ Summary & Closing Remarks
4.00pm