Overview

The Forbes Middle East Top Advisors & Investors Summit, presented by Beltone, will convene the region’s foremost advisors, financiers, and investors at a pivotal moment for the Middle East’s investment future. As economies diversify and opportunities multiply, this summit provides an essential platform to exchange expertise, spotlight trends, and unlock sustainable growth strategies. With a focus on strengthening partnerships across the ecosystem, attendees will engage in powerful conversations designed to accelerate innovation, deepen regional collaboration, and chart new economic frontiers.

Speakers

Workshops

Social Impact Guests

Agenda

Top Advisors & Investors Summit – Abu Dhabi

09:00 – 10:00 am

Gates Open | Registration & Networking

10:05 – 10:10 am

Welcome Address by Forbes Middle East

10:15 – 10:20 am

Opening Address

10:25 – 10:30 am

Special Address: The Unstoppable Ambition - From Regional Hub to Global Capital of Opportunity

Session brief: A strategic national address exploring how the UAE is shaping the future of global investment and trade — through diversification, innovation, and world-leading economic vision.

10:35 – 10:40 am

Keynote Address: Shaping a Future-Ready, Resilient and Responsible Economy

Session brief: A global leadership dialogue on how capital, policy, and innovation converge to transform growth landscapes — shaping economies that are resilient, responsible, and investment-ready.

10:45 – 10:55 am

Fireside Chat: Visionary's Playbook - Capitalising on Innovation and Transformation

Session brief: An insider’s guide to navigating changes - spotlighting how innovation, bold execution, and adaptive leadership converge to reshape industry landscapes.

11:00 – 11:10 am

Case Study: The Green Finance Playbook for a Sustainable Future

Session brief: This session will feature case studies showcasing how innovative financing models are being used to fund sustainable and green projects.

11:15 – 11:30 am

Panel: Unlocking Dual Power - Real Estate as Investor and Investment Catalyst

Session brief: Understand from the industry leaders how the real estate sector functions not only as a major investor but also as a strategic instrument for portfolio diversification, risk management, and long-term wealth creation.

11:35 – 11:50 am

Panel: Green Finance in Action – Investing in Climate-Positive Future

Session brief: A concise look at how sustainable finance, innovative capital models, and ESG integration are driving investments toward a more climate-resilient future

11:55 – 12:10 pm

Panel: Cross-Border Capital Flows - Driving Sustainable Growth

Session brief: A deep thought discussion on how investors and advisors can harness global connectivity to unlock sustainable capital flows while exploring strategies, frameworks, and partnerships that enable markets to attract long-term investment.

12:15 – 12:30 pm

Panel: Recalibrating Risk-Independent Audits Shaping Institutional Credibility

Session brief: An in-depth look at how transparent audit practices and evolving risk assessments are reinforcing trust, protecting investors, and guiding capital flows.

12:35 – 12:50 pm

Panel: Legacy & Leadership: Shaping the Next Era of Family Business

Session brief: The discussion will cover succession planning, generational transitions, governance frameworks, and the balance between preserving legacy and embracing innovation.

12:55 – 01:05 pm

Spotlight Session: From MENA to the World - A Comparative Guide to Investment Strategies

Session brief: This session provides a direct comparison of investment strategies across the world, exploring how macroeconomic policies, regulatory frameworks, and market-specific trends shape distinct opportunities from MENA to Europe and beyond.

01:05 – 02:05 pm

Networking Lunch

02:05 – 02:20 pm

Panel: Direct Investment Evolution: From Capital Deployment to Active Value Creation

A results-driven dialogue exploring the strategic shift in direct investments - from passive capital allocation to active engagement aimed at driving measurable growth.

02:25 – 02:40 pm

Panel: Strategic Diversification - Constructing Balanced Portfolios Across Asset Classes

Session brief: An in-depth discussion on the principles and practices of diversifying investments across various asset classes, including equities, fixed income, real estate, and alternatives to enhance risk management and achieve sustainable, long-term portfolio performance

02:45 – 03:00 pm

Panel: Wealth in Transition- Strategies for Asset Allocation and Multi-Generational Wealth Management

Session brief: An expert discussion on the evolving practices in wealth management, focusing on strategic asset allocation, succession planning, and preparing families to responsibly preserve and transfer wealth across generations.

03:05 – 03:20 pm

Panel: Data-Driven Investment Strategies – Enhancing Performance through Behavioural Insights

Session brief: An expert discussion on how advisors and analysts utilise real-time data and behavioural analytics to inform investment decisions and explore practical approaches to optimising portfolio performance across various asset classes and investor profiles through intuitive, data-driven strategies

03:25 – 03:40 pm

Panel: From Savers to Shareholders– Expanding Public Participation to Drive Market Growth

Session brief: A strategic discussion will explore the critical role of increasing retail investor participation in capital markets and examine how inclusive and accessible investment initiatives can broaden market reach, enhance liquidity, and contribute to sustainable national economic growth.

03:45 – 04:00 pm

Panel: Personal Capital, Professional Insight- Purpose-Driven Advisory in a Changing Investment Landscape

Session brief: Understand the growing role of advisory in shaping informed investors, with the experts highlighting how tailored, principle-driven guidance can strengthen market trust, encourage long-term participation, and elevate the quality of retail investment flows.

Top Advisors & Investors Summit – Abu Dhabi

10:00 – 11:00 am

Gates Open | Registration & Networking

10:05 – 10:10 am

Welcome Address by Forbes Middle East

10:15 – 10:20 am

Special address: Architects of Tomorrow: The Leaders Shaping the UAE’s Financial Legacy

Session brief: A session highlighting the crucial role of policy direction, central banking governance, and sovereign investment in constructing an economy built to compete, innovate, and lead globally.

10:25 – 10:35 am

Fireside chat: Money in Motion - From Global Rails to Digital Assets

Session brief: From the resilience and modernisation of global payment infrastructure to the disruptive rise of digital assets, the session explores how both traditional and new-age systems can coexist, compete, and converge to shape the next era of cross-border finance.

10:40 – 10:55 am

Panel: Turning Insight into Foresight- AI & Analytics Redefining Asset Allocation and Management

Session brief: A high-level discussion on how intelligent systems, predictive tools, and real-time analytics are reshaping portfolio strategies and decision-making models.

11:00 – 11:15 am

Panel: The Fintech Frontier - Making Capital Accessible, Realtime and Personalised

Session brief: Witness industry leaders examine how fintech platforms are transforming access to investment tools, helping individuals and institutions engage with capital in more responsive and tailored ways.

11:20 – 11:30 am

Case Study: Building Billion-Dollar Businesses: The Road to Unicorn Status

Session brief: The discussion will highlight specific case studies that reveal how strategic capital and operational guidance have propelled companies to a billion-dollar valuation, directly contributing to national economic diversification and ambitious goals.

11:35 – 11:50 am

Panel: Rewriting the Rules: Embedded Finance and Building Trust in Digital Wealth Creation

Session brief: Deep dive into how embedded finance is changing user behaviours and expectations, and what it takes to build credibility in an increasingly digital investment landscape.

11:55 – 12:10 pm

Panel: Building Sustainable Capital Structures- Strategic Funding for Scalable Growth

Session brief: Access strategic insights on how scalable enterprises can optimise their capital structures by effectively blending equity, debt, and hybrid instruments.

12:15 – 12:30 pm

Panel: Financing Reinvented: Factoring, Leasing & New Credit Pathways for SMEs

Session brief: Through this session, industry leaders will highlight non-traditional financing routes that are helping small and mid-sized businesses unlock liquidity and expand without overreliance on conventional lending.

12:35 – 12:50 pm

Panel: Balancing Growth and Risk — Controlling Non-Performing Loans in Expanding Portfolios

Session brief: This session explores how financial institutions and investors can drive sustainable growth while keeping non-performing loans in check through smarter credit strategies, risk management, and innovative financing models.

12:55 – 1:05 pm

Case Study: The Alliance Advantage - How Strategic Partnerships Fuel Tech-Led Growth

Session brief: This session will explore how strategic alliances among content platforms, public entities, and telecom giants are forging a new path to growth.

01:05 – 02:05 pm

Networking Lunch

02:05 – 02:20 pm

Panel: Capital with Conviction - Investing Across Sectors for Long-Term Value

Session brief: A strategic exchange among leading investors on how diversified capital, from venture and private equity to institutional and sector-led investment, is unlocking new growth frontiers across MENA and global markets.

02:25 – 02:40 pm

Panel: The Valley of Growth - Aligning Venture Capital with Enterprise Vision for Shared Success

Session brief: Access realistic insights on how founders and investors need to stay aligned on goals, timelines and outcomes, making growth both achievable and sustainable.

02:45 – 03:00 pm

Panel: Building Trust, Mitigating Risk - The Modern Framework for Strategic Governance

Session brief: Examine the pivotal role of robust governance frameworks and proactive compliance in shaping effective corporate strategies that integrate governance into strategic decision-making, foster sustainable growth, risk management, and stakeholder confidence.

03:05 – 03:20 pm

Panel: Safeguarding Capital– Navigating Legal Frameworks for Seamless Investment

Session brief: A discussion on the impact of transparent legal structures, consistent regulations, and enforceable protections in fostering investor confidence and how these elements facilitate smooth capital flows across borders and support a secure investment environment.

03:25 – 03:40 pm

Panel: Benchmarks that Matter– Localising Global Standards to Strengthen Investor Confidence

Session brief: Understand from the experts how international benchmarks – such as auditing, credit ratings, and ESG standards – can be effectively adapted to reflect local economic and regulatory contexts without compromising transparency or investor trust.

Partners

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About Forbes Middle East

Forbes Middle East is a licensee of Forbes Media and extends the Forbes brand of journalism across the Arab world. Forbes Middle East’s distinctive editorial style attracts a readership of Arab leaders, entrepreneurs, C-level executives, government officials and investors united by a belief in the spirit of free enterprise and entrepreneurial values.Across the region, Forbes Middle East sets the pace for preemptive business journalism. By uncovering trends and anticipating opportunities in the regional marketplace, each monthly issue brings top executives the information critical to their success – in both Arabic and English language editions. The magazine researches and publishes original rankings, based on methodologies set by Forbes Media.