2020 MEIRA Virtual Annual
Conference and Awards

MEIRA 20/20 Vision: Driving stakeholder value

Wednesday, 23 September 2020
BNY Mellon
Emirates NBD
FAB
Instinctif
Almarai
Euroland IR
Iridium
DF King
DP World
Emperor
Link
Orient Capital
Lumi
Boursa Kuwait
DFM
PEX
Bloomberg
Al Tamimi
Institutional Investor
H+K Strategies

Speakers

Iman Abdel Khalek
Iman Abdel Khalek

Head of MENA Debt Capital Markets
Citigroup

Fawaz Abusneineh
Fawaz Abusneineh

MD, Head of Debt Capital Markets & Syndicate – Loans & Bonds
FAB

Tareq Alangari
Tareq Alangari

Chief Executive Officer
Etisalat Digital KSA

Fahad Albesher
Fahad Albesher

Investor Relations Director
Boursa Kuwait

Fahima Al Bastaki
Fahima Al Bastaki

Executive VP - Head of Business Dev. Division
Dubai Financial Market

Dalal Al-Dousari
Dalal Al-Dousari

Investor Relations Deputy General Manager
Gulf Bank

Mohammed Al-Jbali
Mohammed Al-Jbali

Executive General Manager of Investor Relations
Etihad Etisalat (Mobily)

Hassan Abdulrahman Al Serkal
Hassan Abdulrahman Al Serkal

Chief Executive Officer
Dubai Financial Market

George Allen
George Allen

Partner – Corporate & Capital Markets
Instinctif Partners

Rula AlQadi
Rula AlQadi

Managing Director, Head of Group Funding
FAB

Haitham A. AlShathri
Haitham A. AlShathri

Head of Investor Relations
Dr. Sulaiman Al Habib Medical Group (HMG)

Mike Barry
Mike Barry

ESG Strategic Advisor
Instinctif Partners

Samantha Bartel
Samantha Bartel

CEO & Managing Partner
Instinctif Partners MENA

Soriana Borjas
Soriana Borjas

Sr. Manager - Financial Planning & Analysis
Agility

Michael Chojnacki
Michael Chojnacki

Co-founder & Managing Director
Closir

Patrick Clerkin
Patrick Clerkin

Senior Managing Director – Group Funding & Investor Relations
Emirates NBD

Sofia El Boury
Sofia El Boury

Head of Investor Relations
FAB

Paul Gay
Paul Gay

Executive Manager
Almarai

John Gollifer
John Gollifer

General Manager
MEIRA

Mostafa El-Maghraby
Mostafa El-Maghraby

Head of Investor Relations
Jazeera Airways

Steve Kemp
Steve Kemp

Founder and CEO
Emperor

Dino Kronfo
Dino Kronfo

Chief Investment Officer
Franklin Templeton Investments (ME)

Danko Maras
Danko Maras

Chief Financial Officer
Almarai

Dr. Mark Mobius
Dr. Mark Mobius

Partner
Mobius Capital Partners

Shyrose Osman
Shyrose Osman

Vice President, Head of Corporate Communications
Dubai Financial Market (DFM)

Alison Owers
Alison Owers

Global CEO
Orient Capital & Director, D.F. King

Sabrin Rahman
Sabrin Rahman

Regional Head of Sustainability (MENAT)
HSBC Bank Middle East

Laura Riley
Laura Riley

Senior Specialist, Market Connect
BNY Mellon Depositary Receipts

Oliver Schutzmann
Oliver Schutzmann

Founder and CEO
Iridium Advisors

Andrew Tarbuck
Andrew Tarbuck

Chairman
Middle East Investor Relations Association

Richard Taylor
Richard Taylor

Chief Executive Officer
Lumi

Richard Thompson
Richard Thompson

Editorial Director
MEED

Elena Vydrine
Elena Vydrine

Head of Portfolio Management and ESG Integration
Ryedale

Amani Korayeim
Amani Korayeim

EMEA Director
Institutional Investor

Faris Al-Raqqad
Faris Al-Raqqad

Presenter
LUV Radio Station

Iman is responsible for Citigroup’s Middle East & North Africa Debt Capital Markets Business, based in Dubai. In her current role, she advises sovereigns, corporates and financial institutions on access to the international debt capital markets and leads a team of bankers serving clients across the region. Iman’s career spans 20 years with Citigroup in various roles. She holds a BA in Business Administration from the American University in Cairo.

Fawaz is in charge of the Debt Capital Markets – Loans & Bonds business for FAB’s Global Corporate & Investment Banking clients, across origination, syndication and distribution. He has worked on a number of landmark transactions for high profile issuers in the Corporate, Institutional and SSA space, covering various DCM products from plain vanilla bonds and setting up MTN Programs, to project bonds, hybrid capital and liability management, both conventional bonds and Islamic (Sukuk).

Fawaz has also originated and overseen the execution of numerous landmark deals outside the region, including the inaugural sovereign Sukuk issuance from HM Treasury and Hong Kong Government SAR. Prior to this role, Fawaz headed FAB’s global distribution of Syndicated Loans and also managed FAB’s Proprietary fixed income portfolio.

Fawaz holds a BSc (Hon’s) in Accounting & Finance from the London School of Economics and is a holder of the Chartered Financial Analyst ® designation. He is also the Chairman of the Middle East Region for International Capital Market Association (ICMA).

Tareq Alangari, a Saudi professional with more than 20 years of experience. Currently, he is the CEO of Etisalat Digital KSA, a subsidiary of Etisalat UAE in Saudi focusing on supporting the acceleration of the digital transformation of Saudi Arabia. In Addition to that Mr. Alangari is a member of the board of directors of several listed companies in the main Saudi stock exchange.

In his past career, Tareq Alangari was an Investors Relations professional with sound understanding of the Saudi Capital Market from deferent angels.

– Regulations and Governance: after six years of accumulative experience at the Saudi Capital Markets Authority “CMA” working different posts covering Continues Disclosure, Governance and finally an advisory role with the CMA Board of Commissioners.

– Capital Markets Operations: while working at the Saudi Stock exchange “Tadawul” covering the establishment of the Issuers Relations department and managing several projects including the proposed listing rules.

– Finance: Managed the financing of a portfolio of corporate clients (mostly listed companies) with an accumulative portfolio size exceeding SAR 750 MM.

– Listed Companies: Heading the IR Department at a major listed company with a market cap exceeding SAR 18 Billion. In addition to covering to the company’s compliance with the regulators corporate governance requirements:

Mr. Alangari holds a MBA from IE Business School in Madrid, A BS in Business from King Fahad University of Petroleum and Minerals and a diploma in corporate banking.

Mr. Fahad Abdul Mohsen Al-Besher is the Director of Investor Relations at Boursa Kuwait since July 2019.

Along with the rest of the Boursa Kuwait team and through the scope of a comprehensive multi-pronged strategy, he has played a pivotal role in the development of the Kuwaiti capital market, adopting best-in-class international standards. During his tenure, Mr. Al-Besher has spearheaded the successful Boursa Kuwait IPO campaign, with an oversubscription rate of 850%, as well as establishing the Investor Relations section on the Boursa Kuwait website.

Previously, Fahad was the Deputy Managing Director at Abdul Rahman Al Bisher Sons Co., leading the development of the family-owned business and managing its growth while ensuring the achievement of the company’s objectives and strategies.

He was a Board member of Jeezan Holding Company from 2004 to 2008, the Treasurer of the Kuwait Economic Society from2012 to 2014 and a member of the Gulf Economic Association for the period from 2012 to 2015. He was also Chairman of the Al Ahli Bank Kuwait Fund from 2013 to 2015 and the Vice Chairman of the Al Ahli Bank Gulf Fund for that same period.

Fahad holds an MBA from Kuwait Maastricht Business School (2010) as well as a bachelor’s degree from University of San Diego, USA in Business Administration (1998), and is a Certified Investor Relations Officer as of 2019.

falbesher@boursakuwait.com.kw

Mrs. Al Bastaki carries a wealth of experience within the financial sector and capital markets. She started her career at HSBC in 1998 and then in 2004 joined Dubai Financial Market to head the Listing and Disclosures Department where she spearheaded a number of successful initiatives attracting companies to list on the DFM managing over 85% of total listings to date with a value of over 66+ billion including capital raised post listings. By 2009 she became the Business Development Division Head. Fahima is considered one of the Executive management team at DFM and plays a key role in the development of the DFM as a Public Listed Company and an Exchange championing best practices in Investor Relations & Corporate Governance, while working collaboratively with the regulator. Fahima is also an active supporter to position DFM as one of the leading Stock Exchanges in Sustainability since 2016 and led new initiatives to drive this strategy since then.
Mrs. Al Bastaki holds a Bachelor’s degree in Applied Science of Business Administration. She is a Certified Financial Advisor (CIFA) from the Chartered Institute of Bankers (UK) since 2000, and a holds a CFA Claritas certification for capital markets. Mrs. Al Bastaki is a Certified Investor Relations Officer as well as an Accredited Director with the Hawkamah Institute of Corporate Governance. Fahima is a graduate of the Women on Board Program by Hawkamah in partnership with the Dubai Women Establishment.
Fahima had the privilege of being a Senior Quality Assessor in Dubai Quality Award in 2006 & 2007. Moreover, and as part of her role in DFM, she was a Committee Member of the Officials & Directors of GCC Stock Markets and Authorities under the GCC Secretariat General in 2009 and the first chairperson of the Middle East Investor Relations Society (ME IR) Dubai Chapter for 3 years.

falbastaki@dfm.ae

Dalal is currently the Investor Relations Deputy General Manager of Gulf Bank-Kuwait since 2016. She has over 18 years of experience in the field of investments and investor relations having served in a number of companies in Kuwait. Dalal holds an MBA and a bachelor’s degree in Finance from Kuwait University. She is a certified Investor Relations Officer by the Middle East Investor Relations Association (MEIRA) since 2015, a founding member of the MEIRA Kuwait Chapter since 2012 and a certified Corporate Governance Officer from London School of Business & Finance.

d.aldousari@gulfbank.com.kw

Mohammed Al-Jbali is a Saudi professional with more than 16 years of experience. Since April 2020, he has held the position of Executive General Manager of Investor Relations at Etihad Etisalat (Mobily).

Prior to this, Mr. Al-Jbali’s career extended to the fields of compliance, governance and investor relations, and he was a member of the due diligence team that worked on the Saudi Arabian Mining Company (Ma’aden) IPO in 2008. Mr. Al-Jbali also played a big part in the Ma’aden Rights Issue 2014, to raise 5.6 billion Saudi Riyal in one of the initial and largest capital increases conducted in the Saudi Capital Market, with an oversubscription rate of 345%.
When he joined Ma’aden at the beginning of his career, he held a number of positions in the company’s headquarters, and in 2018 he moved to Etihad Etisalat Company (Mobily) as a Director of Financial Communication.

Mr. Al-Jbali was nominated for several awards in the investor relations field during his career, and holds a bachelor’s degree in Business Administration from King Faisal University and a diploma in Administration.

Mr. Al Serkal’s career began in 1988, as a Computer Analyst for Etisalat, one of the leading telecommunications providers in the United Arab Emirates. There he spearheaded a new service application processing system for subscribers and services combining multiple systems across Etisalat branches and remote offices in the UAE. In 1993 he moved to Dubai’s Department of Economic Development as Head of the Development and Maintenance Department of Information Technology and coordinated the smooth transition of application systems from the Dubai Municipality to the Department of Economic Development.

In 1998 he was requested to join in the formation and establishment of the Dubai Financial Market; where he quickly rose to the challenge to become one of the five original founders, who throughout the years have provided an invaluable drive, passion and input into making “The DFM Project” a successful reality.

Mr. Al Serkal holds a Bachelor’s degree in Computer Science from Seattle Pacific University, USA.

He has extensive experience in the field of financial markets, as he held over the past years the position of Chief Operating Officer and Head of Operations Sector in the Dubai Financial Market, and under his leadership the sector achieved many achievements in terms of developing a world-class technical and organizational structure implementing a market strategy for product diversification. And services.

Mr. Al Serkal is currently the CEO – Chief Executive Officer of Dubai Financial Market (DFM); Also Mr. Al Serkal, who has been part of the founding team of the Dubai Financial Market since its founded in the year 2000, leads the market’s strategic development efforts, led by the work team to implement strategic initiatives that enhance the success of the Dubai Financial Market. In addition to establishing independent Clearing and Depository companies with the aim of keeping pace with international best practices for the organizational structures of exchange operators and post-trade services.

George leads Instinctif Partners’ Corporate & Capital Markets practice in the Middle East, with responsibility for clients across the region in sectors including Financial Services, Real Estate, Oil & Gas, Healthcare, FMCG, Industrials and Utilities. He heads up a team whose focus is on financial communications and Investor Relations, as well as on transaction work across Gulf markets. George is an active member of MEIRA, regularly participating or speaking at industry events. He is a graduate of the University of Oxford, from where he holds a BA in History.

Rula AlQadi is the Managing Director, Head of Group Funding at First Abu Dhabi Bank (FAB), responsible for managing FAB’s wholesale funding which includes capital and liquidity (term funding). With FAB being one of the most diverse and frequent debt issuers from the MENA, she leads all of FAB’s debt issuances in various currencies and markets. She has over 15 years of banking experience having joined FAB’s predecessor, First Gulf Bank, in 2005.

Mr. Haitham A. AlShathri graduated from Jubail University College, Eastern Province, Saudi Arabia, majoring in Business Administration.

In 2015, he joined Sahara International Petrochemical Company “Sipchem”. He progressed within the company into various position until reached the position of Head Global Investor Relations. During his work at “Sipchem”, Mr. AlShathri led the “Marketing, Communications and Shareholder Engagements” workstreams of the first successful merger of equals in Saudi Arabia, which became in line with the strategic goal of the Vision 2030 to build national champions with strong local and international reach.

In early 2020, Mr. Haitham Al-Shathri joined Dr. Sulaiman Al-Habib Medical Group to establish and manage the Investor Relations Department post the successful IPO, which was completed in the first quarter of the year 2020.

Mr. Haitham Al-Shathri is the Head of Investor Relations at HMG, in addition to his membership in the Boards of Directors in several non-profit companies.

Mike is a leading international sustainability expert. He led sustainability at renowned British retailer Marks & Spencer for 19 years, including developing, implementing and updating its sector leading sustainability program, Plan A (because there is no Plan B for the one planet we have).

He also co-chaired the Consumer Goods Forum’s sustainability work for four years, bringing together competitors such as Coca-Cola and Pepsi, Tesco and Walmart, and Nestlé and Unilever to work together on issues such as deforestation, food waste and plastics. He has recently been appointed as a senior advisor to the Instinctif team.

Samantha is CEO & Managing Partner of Instinctif Partners MENA, with over 20 years of financial and corporate communications experience. In the last decade, she has specialised primarily in Investor Relations and corporate reporting. Key markets of expertise include the Middle East, Europe and Asia.

During a 20-year career, Samantha has advised on a wide range of local, regional and international IPOs, Rights Issues, and Sukuk and Bond issuances, as well as high-profile M&A deals and numerous fund launches. She holds Board Memberships at the MEIRA Saudi Chapter, Global Women in PR MENA and PRCA MENA.

samantha.bartel@instinctif.com

Senior Manager – Investors’ Relations at Agility Public Warehousing Company, a listed company on Kuwait Stock Exchange since 2009. Prior to this, worked for 10 years as Investor Banker with Global Investment House.

Holding an MBA Degree in Finance from the American University of Beirut, (AUB).

Michael is the co-founder of Closir, a fintech IR platform focused on helping companies from emerging and frontier markets directly accessing global institutional investors. (www.closir.com) Previously, he was the Vice President at the Bank of New York Mellon, where he was responsible for IR advisory for the firm’s issuer and institutional investor clients across Europe, Middle East and Africa. He was also involved in the firm’s Strategic Growth Initiatives group, where he sourced and researched European deal flow for the firm’s early-stage FinTech investments. (www.bnymellon.com). In 2008, Michael together with and a group of like-minded individuals, co-founded the Middle East Investor Relations Association with a goal to promote the development of IR amongst listed companies, as the region was beginning to attract foreign capital. (www.meira.me). His expertise and interests lie within global capital markets, international capital raising, investor relations and technology entrepreneurship in the financial sector. (@mikechoj)

Patrick (‘Paddy’) is Senior Managing Director with responsibility for Investor Relations as well as Emirates NBD’s Group Funding and Principal Investment unit. The Investor Relations team updates the Rating Agency, Analyst & Investor community on the Bank’s performance and outlook. The Group Funding team manages the strategic funding needs of the Bank. The Principal Investment team manages an investment portfolio containing hedge funds, credit funds and private equity.

Paddy has been with Emirates NBD since 2007. Prior to that he worked in London as co-head of the global operating-company rating team at Fitch Ratings. Before this he was part of the structured investment group at JP Morgan where Paddy looked after capital modelling and risk management.

Paddy has an M.Sc. in Mathematical Finance from the University of Oxford and a B.Sc. (First Class) in Actuarial Mathematics and Statistics from Heriot-Watt University.

Sofia is the Head of Investor Relations of First Abu Dhabi Bank (FAB), the largest bank in the UAE by total assets and market capitalization. In her current role, she oversees all investor-related activities and is responsible for developing and implementing an effective IR program designed to ensure accurate understanding of the company’s story and strategy, and to enhance investor confidence in its value proposition. Previously, she was Head of Investor Relations at First Gulf Bank (FGB), a role she has occupied since 2013. Before moving to Investor Relations, Sofia was a sell-side equity research analyst for more than 7 years, and was heading the Banks & Financials coverage team at Dubai-based SHUAA Capital.

Sofia holds postgraduate degrees in financial management and control from Paris Dauphine University, and in international management from the American University in Washington, DC. She has been an active Board Member at MEIRA since 2014.

sofia.elboury@bankfab.com

Since April 2020, Paul is acting as consultant to Almarai management. Paul Gay was appointed Almarai CFO in September 2011. In this capacity he directs all financial, systems, legal and Investor Relations matters. Additional focus is engaged on steering strategy, and actively participating in Almarai international Joint-Ventures and business development initiatives.

Previously, Paul was the CFO of Firmenich, the global leading Fragrances & Flavors house. Before that, he held senior finance management positions at Givaudan, Roche, Computerland, ICL, National Semi Conductor and IBM, living in China, Japan, Europe and the USA.

Paul holds an executive MBA from ESCP Europe (1980), a French Public Accountant Certificate with Tax specialization (1982), INSEAD Corporate Finance Diploma (2003) and Institute of Directors Diploma in Company Direction (2016).

Paul.Gay@almarai.com

John Gollifer joined the Middle East IR Association (MEIRA) as General Manager in January 2019.

John was the General Manager and an executive director of the Board of the UK’s Investor Relations (IR) Society from 2012 to 2018. On joining the IR Society, which works in partnership with other IR associations, including MEIRA, John led IR training for the International Certificate in IR (ICIR) in Chile, Indonesia, Japan, Nigeria, Singapore, Thailand, Turkey and the UK, as well as for the Certified IR Officer (CIRO) in the Middle East. From 2016 to 2018, John lectured at the University of Liverpool in London on the MSc in Strategic Communication programme for the IR module which he created. In 2018, John was awarded an Honorary Fellowship of the UK’s IR Society in recognition of his services to IR.

Prior to this, John spent 11 years at the Singapore Exchange where he was Senior Vice President and responsible for investor relations, among other roles in corporate strategy and communications. He established and ran the IR Professionals Association of Singapore from 2006 to 2008, is a multiple IR award winner and he created and taught an IR course at the Singapore Management University from 2009 to 2012.

John was trained as a banker. He spent 15 years in Asia and Europe in corporate finance and equity capital markets. He worked for Barclays Bank as International Manager, Hoare Govett Asia as Senior Manager and Head of Corporate Finance, ABN Amro Rothschild as Assistant Director – Equity Capital Markets, Asia and at BNP Paribas as Director – Equity Capital Markets, Asia and Australasia.

John has a BA (Hons) degree, Diplomas in Banking (ACIB) and Marketing (ACIM) and MBA degree. John has lived and worked in Dubai, Geneva, Hong Kong, Jakarta, London and Singapore.

Mostafa has been assuming the position of Head of Investor Relations of Jazeera Airways for the last four years. He handles all relationships with investors and analysts and also oversees all financial communication and publications by the company.

Overall, Mostafa has more than 15 years of experience in the financial sector spanning across several fields and asset classes such as sell-side equity research, buy-side fund management, real estate investments, project & corporate finance as well as direct investments.

Steve co-founded Emperor in 1996, and has overseen its successful growth over the last 24 years to become one of the UK’s leading providers of strategic consultancy and creative communications. This year Emperor became an employee-owned business.

A confident and insightful communications expert, Steve’s expertise lies in corporate communications. He enjoys using his strategic vision to help national and international companies with their reporting, brand and digital strategies. His strengths lie in getting to the heart of clients’ communications issues and developing creative and practical ways to tackle them.

Mohieddine (Dino) Kronfol is the chief investment officer of Global Sukuk and MENA fixed income at Franklin Templeton Investments. Mr. Kronfol is responsible for the investment process, research and performance of the Global Sukuk and MENA Fixed Income teams. He is one of the founding partners and a board member of Franklin Templeton Investments (ME), formerly Algebra Capital, and has been with the firm since its inception in 2006. He is the lead portfolio manager of the FTSF Global Sukuk Fund and FTIF GCC Bond Fund.

Dino is a pioneer in Arab capital markets where he has committed the past 20 years to the development of MENA debt markets and Sharia compliant finance across the globe. He has one of the longest track records managing global Sukuk assets, since 2008, and under his leadership, Franklin Templeton has established itself as a leader in Global Sukuk investing. Dino frequently shares his views as a commentator on regional and international media and is a regular speaker at industry events.

Preceding his tenure at FT, Dino was part of a small team that, in 2000, helped build from scratch and run what became SHUAA Capital’s financial services business. He was initially head of Capital Markets and later became head of Debt Asset Management and, in 2002, fund manager of the first fund to focus exclusively on MENA debt. Prior to that, he was an early employee at one of the first pan-Arab investment banks, Middle East Capital Group (MECG).

Mr. Kronfol has received international recognition from clients and peers over the years, winning numerous awards on behalf of the firm and as an individual, including the first Failaka Islamic Award for “The Best Sukuk Fund” in 2010, the first Employee Provident Fund of Malaysia (EPF) Award for “Best Global Sukuk Portfolio Manager” in 2014 (which he won again in 2019) and the MENA Fund Manager Award for “Outstanding Achievement by an Individual” in 2016. The Franklin GCC Bond fund won the Mountain View Fund Award 2019 in the Bond Funds Global category, based on a weighting of the 5, 3 and 1-year Sharpe Ratio among 40,000 funds.

Mr. Kronfol holds a bachelor’s degree in business administration and an M.B.A. from the American University of Beirut.

Danko Maras, was appointed as Almarai’s CFO effective 6th April 2020. He is an experienced financial professional with senior international positions in the fast-moving consumer goods industry such as Unilever, Leaf and Cloetta, where in addition to being Group CFO, he also has held positions such as CEO and President.

Qualification: He holds a GMP from Harvard Business School (HBS) and a B.Sc. in Business Administration and Economics, Uppsala University.

Dr. Mark Mobius is seen by many as the founder of the emerging markets asset class. He has a reputation as one of the most successful and influential managers over last 30 years. In May 2018, with two ex-colleagues, he launched Mobius Capital Partners. The firm utilises a highly specialised active investment approach with an emphasis on improving governance standards in Emerging and Frontier Market companies.

Prior to this, Dr. Mobius was employed at Franklin Templeton Investments for more than 30 years, most recently as Executive Chairman of the Templeton Emerging Markets Group. During his tenure, the group expanded AUM from USD 100m to over USD 40bn and launched a number of emerging market and frontier funds focusing on Asia, Latin America, Africa and Eastern Europe. His career and influence has earned him numerous industry awards.

Dr. Mobius received his Ph.D. at MIT and has studied at Boston University, University of Wisconsin, Syracuse University, Kyoto University and the University of New Mexico.

Dr. Mobius is a member of the Economic Advisory Board of the International Finance Corporation (IFC). Since 2010 he has also served as a member of the supervisory board of OMV Petrom in Romania, and was previously a Director on the Board of Lukoil, the Russian oil company.

A prolific writer, Dr. Mobius is the author of books translated into several languages:

  • Invest for Good (with co-authors Carlos Hardenberg and Greg Konieczny, 2019)
  • The Little Book of Emerging Markets (2012)
  • Bonds – An Introduction to the Core Concepts (2012)
  • Foreign Exchange – An Introduction to the Core Concepts (2009)
  • Mark Mobius – An Illustrated Biography (2007)
  • Mutual Funds: An Introduction To The Core Concepts (2007)
  • Equities: An Introduction To The Core Concepts (2007)
  • Passport to Profits (1999/2012)
  • Mobius on Emerging Markets (1996)
  • The Investor’s Guide to Emerging Markets (1994)
  • Trading with China (1973)

Mobius is a recognised global emerging markets expert, appearing frequently in the media including global networks Bloomberg, CNBC, MSNBC, and CNN and has received numerous industry awards, including:

  • Life Time Achievement Award in Asset Management (2017) Global Investor Magazine
  • 50 Most Influential People (2011) Bloomberg Markets Magazine
  • Africa Investor Index Series Awards (2010) African Investor
  • Top 100 Most Powerful and Influential People (2006) Asiamoney
  • Emerging Markets Equity Manager of the Year (2001) International Money Marketing
  • Ten Top Money Managers of the 20th Century (1999) Carson Group survey
  • Number One Global Emerging Market Fund (1998) Reuters Survey
  • First in Business Money Manager of the Year (1994) CNBC
  • Closed-End Fund Manager of the Year (1993) (Morningstar
  • Investment Trust Manager of the Year (1992) Sunday Telegraph

Company website www.mobiuscapitalpartners.com

Upcoming book: The Inflation Myth And The Wonderful World of Deflation (Pub Date October 2020) https://www.markmobius.com/books/the-inflation-myth

Vice President, Head of Corporate Communications, Dubai Financial Market (DFM),

Chair of the World Federation of Exchanges Sustainability Working Group, Chair of the Dubai Sustainable Finance Working Group, and Member of Advisory Groups

Shyrose has over 20+ years’ experience in corporate development and integrated communications in London and the Middle East, shaping the reputations of corporations in the media and financial services sector.  In her current role as Vice President, Head of Corporate Communications at Dubai Financial Market (DFM), launched guidance on IPO Communications and ESG reporting based on her advisory work with companies. Prior, Shyrose lead communications and marketing teams for Emap Middle East and Bauer Media in the UK since 1997 to 2008.

Spearheading the sustainability efforts across the exchange and the wider financial industry, Shyrose was instrumental in the exchange joining the United National Sustainable Stock Exchanges (SSE) initiative in early 2016.  Shyrose’s advocacy work includes participation in Advisory Groups with the UN SSE and Principles of Responsible Investment (PRI) contributing to global Reports including:  SSE report on “How Exchanges can Embed Sustainability within their Operations”, and the CFA Institute and PRI report on ‘ESG Integration in Europe, the Middle East, and Africa’.  Supporting gender diversity, Shyrose developed the first ‘eBoard’ platform from a global exchange in collaboration with the Dubai Women Establishment to increase female representation on listed company Boards, and was also instrumental in the launch of the UAE ESG Index and the Dubai Sustainable Finance Working Group.

In 2019, she was appointed as UAE Ambassador by the University of Cambridge Institute of Sustainability Leadership (CISL).

Shyrose holds a Master’s in Sustainability Leadership from the University of Cambridge CISL, and a Bachelor’s Degree in Business Studies.  She is also a qualified Investor Relations Officer from the Middle East Investor Relations Association (MEIRA).

Chairperson:

World Federation of Exchanges Sustainability Working Group

Dubai Sustainable Finance Working Group

DFM Sustainability Committee

 

Member:

UAE Sustainable Investment Working Group

Dubai Islamic Economic Development Centre Green Sukuk Working Group

United Nations Sustainable Stock Exchanges initiative Advisory Group

UAE Sustainability Majlis

Alison joined Orient Capital (OC) in June 2010, bringing a wealth of investor relations and analytical experience to the group.  She has been instrumental in building the brand of OC in the UK & EMEA, from forging partnerships with advisers and brokers, to helping to develop a wide range of IR focused solutions which help support the many IR professionals she and her team works with.  Since 2014, she has also managed the in-house OC, D.F. King team, which supports transactional M&A, AGM proxy solicitation, governance and DCM projects.  Alison joined OC from FTSE100, Capita Group where for 7 years she was Managing Director of the Capita IR Services business.  Prior to that Alison managed the UK client reporting team at Dresdner Kleinwort Wasserstein focusing on shareholder analytics for UK large/mid cap companies.  Alison has a French and German Languages degree from Kingston University, London.  She is a Board Member of the UK IR Society and currently chairs their Membership Committee. She is also an active member of DIRK, the SA IR Society and MEIRA.

Based in Dubai, Sabrin is the Regional Head of Sustainability across the Middle East, North Africa and Turkey for HSBC Bank Middle East.

She has experience in implementing large complex sustainability projects across borders in partnership with think tanks, non-profits and academia on ESG themes including sustainable finance, resource security, entrepreneurship and employability. The portfolio of projects lead by Sabrin has received international and regional accolades and business awards for impact and scalability, including most recently the Euromoney 2019 and 2020 Best Bank for Sustainable Finance in the Middle East.

In addition to providing strategic advisory to both the Bank and high level government led stakeholder groups, she sits on the Board of the Directors of the Emirates Green Building Council and is a board advisor for both INJAZ Al Arab and the Emirates Foundation.

Sabrin was named as one of Australia’s Brightest Young Minds in 2008, awarded the Distinguished Alumni Service award from Macquarie University in 2011 and nominated for Young Australian of the Year in 2015.

She holds a Masters in Sustainability Leadership from the University of Cambridge and a Masters in Peace and Conflict Studies from the University of Sydney specializing in peace and business.

Laura is a member of the Global Investor Relations Advisory team for Depositary Receipts at BNY Mellon, which advises corporate clients on strategies for generating liquidity and capital markets visibility while also facilitating investor engagement in the US. She specializes in Market Connect, BNY Mellon’s service that helps DR corporate issuer clients target and meet with prospects across the full range of investors.

Laura joined BNY Mellon Corporation in 2009 in Pershing’s Global Customer Account Management, moving to the Depositary Receipt Division in 2013. Before joining Global Investor Relations Advisory team, she was a Relationship Manager working with clients to develop, administer and maximize the performance of their DR programs. Previous to joining BNY Mellon, she was a Senior Operations & Relationship Manager for the Managed Account Services Division at State Street. Laura received her B.S. in Business Administration from Fordham University.

Oliver Schutzmann is the founder and CEO of Iridium, and a contributor to IR Magazine. He as worked at the heart of the IR industry for over two decades. Credited with introducing international best practice to the Arabian Gulf region in 2006 and quantifying the value of investor relations in 2020, he works with corporates, financial institutions and government; offering strategic advice on IR programs. Prior to founding Iridium, Oliver was Head of Investor Relations and member of the management team at SHUAA Capital, a DFM-listed investment bank. Before moving to the GCC, he worked at Euromoney, The Economist and Charles Barker, a leading financial communications and investor relations consultancy in Europe. Oliver served as founding Board Member and Chairman of the Middle East IR Association where he devised the Certified Investor Relations Officer accreditation.

oschutzmann@iridium.ae

Widely recognised as a leading lawyer for capital markets in the Middle East, Andrew Tarbuck is often the first port of call for both issuers and underwriters for IPOs and other securities offerings. He represents clients throughout the Middle East, USA, Asia and Europe on capital markets transactions, public and private M&A, restructurings, flotations and secondary equity fundraisings. In addition, Andrew also advises on debt capital markets transactions and sukuk.

Andrew is also actively involved in the market as a member of the NASDAQ Dubai Practitioners’ Committee, Chairman of the Middle East Investor Relations Association and a member of the Corporate Finance Faculty of the Institute of Chartered Accountants of England & Wales.

Consistently ranked in Band 1 for Capital Markets (UAE and the Middle East) by Chambers Global and in Legal 500 EMEA for Corporate and M&A (UAE), he has advised on many award-winning transactions, including the largest IPO ever in the Middle East.

A.Tarbuck@tamimi.com

 

Richard joined Lumi as CEO in 2011, having spent 4 years as CEO of IML, a leading global event technology business. In 2013, Lumi acquired IML and merged it with Lumi, to create the leading AGM technology provider that Lumi is today. Richard and his team completed a successful MBO in 2017, backed by Vespa Capital.

Richard is also Chairman and Co-Founder of Halo Post Production, and has advised and supported a number of early-stage technology and media businesses. Richard has an MBA from INSEAD.

richard.taylor@lumiglobal.com

Richard Thompson is an expert on Middle East business and economic affairs. As Editorial Director of MEED – the Middle East Economic Digest, he is responsible for one of the world’s most respected sources of Middle East business intelligence.  He is a prominent writer and speaker on regional matters and is a passionate advocate for the Middle East, which he describes as one of the most exciting long-term growth markets in the world. After a career in the UK’s business media, Richard joined MEED in 2003, becoming Editor in 2007. He was appointed Editorial Director in 2010. Richard has a degree in Civil Engineering with Management Law, and a Masters degree in International Relations.

Elena is a fund management professional with over 14 years of industry experience in passive equity funds, ETFs, smart beta and ESG.

Prior to joining Ryedale, she led the Responsible Finance project at HSBC Global Asset Management. Before that Elena was a Fund Manager for iShares (Blackrock) responsible for $4bn+ ETFs fund ranges.  She has a special focus in embedding sustainability principles and metrics into the core of the investment process. Elena holds an MSc in Investment Management from Cass Business School and an MSt in Sustainability Leadership from Cambridge University.

Amani Korayeim is the All-EMEA Director for Sales and Product Development of lnstitutional lnvestor’s and Extel Research business. She oversees key client relationships, strategic partnerships and the launch of new research products as well as the expansion into new markets including Middle East and Africa. She works closely with IR and executive management teams, running capability assessment workshops to help inform and drive IR engagement and outreach strategies.

Before joining lnstitutional lnvestor, Amani worked in the business information sector providing research based advisory services to professional services companies on global mandates. She has spent the last 7 years in the IR space and speaks regularly at IR society seminars looking at IR outreach optimisation and impact of new regulatory environment on IR. Amani obtained the Certificate of Investor Relations (CIR) from the UKIRS and graduated from the University of London with a BSc in Economics & Politics.

Amani.korayeim@institutionalinvestor.com

Bilingual Presenter / MC / Voice-Over Artist based in Dubai working as the Breakfast show host on the radio station LUV 107.1. Faris has been in the media industry for 7 years, lending his skills to multiple voice-over projects and podcasts, as well as an event MC for some big names such as the Emirates Airline Dubai Jazz Festival, Bongo’s Bingo, Mark’s & Spencer, The Hyatt Hotel, Taj Lifestyle, KARE, and corporate events to name a few. Faris is a British Jordanian both by birth and upbringing, with perfect fluency in both languages and his knowledge of the cultural idiosyncrasy of the West as well as the Middle East. Faris will bring a high level of professionalism to your event, as well some dry wit and cheeky humour to the proceedings.