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

Moderators

Partners

Agenda

Top Advisors & Investors Summit – Abu Dhabi

09:00 – 10:15 am

Registration & Networking

10:15 – 10:20 am

Welcome Address by Khuloud Al Omian, CEO & Editor-in-Chief, Forbes Middle East

10:25 – 10:30 am

Opening Address by H.E. Dalia Khorshid, Group CEO & MD, Beltone Holding

10:35 – 10:50 am

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

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

  • Cav. Eng. Khaled Abu Bakr, Chairman & Co Founder, TAQA Arabia, Rosetta and GoGas (Egypt)
  • Sherif Foda, Chairman & CEO, NESR (USA)
  • Moderator: Jayda Shoukry, Content Producer, Forbes Middle East

  • 10:55 – 11:15 am

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

    This panel explores 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.

  • H.E. Ahmed Obaid Al Qaseer, CEO, Sharjah Investment and Development Authority (Shurooq)
  • H.E Mohamed Al Musharrkh, CEO, Sharjah FDI Office (Invest in Sharjah)
  • Jamie O'Mahony, Group CFO, Property Finder (UAE)
  • Moderator: Amer Al Ahbabi, Chairman, Vertix Holdings

  • 11:20 – 11:38 am

    Panel: Trust, Structure & Strategy: Strengthening Capital Allocation in Complex Markets

    A dialogue on how disciplined capital allocation, backed by strong information and assurance, builds investor confidence and supports sustainable long-term returns.

  • Khurram Mian, MENA Assurance Leader, EY (UAE)
  • Eng. Tawfik Diab, Executive Chairman and CEO, Cairo Capital Group (Egypt)
  • Saket Narula, Group Chief Information Officer, Beltone Holding (Egypt)
  • Moderator: Nouf Al Katheeri, Journalist and Presenter

  • 11:40 – 11:58 am

    Panel: Cross-Border Capital Flows: Driving Sustainable Growth

    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.

  • Hichem Djouhri, Senior Executive Officer, ASB Capital (UAE)
  • Adele Yi Yan, CEO, PBI Aqaba Industrial Estate LLP (Jordan)
  • Adeo Ressi, CEO, Decile Group (USA)
  • Moderator: Sally Mousa, Senior Presenter, Forbes Middle East

  • 12:00 – 12:18 pm

    Panel: Recalibrating Risk-Independent Audits Shaping Institutional Credibility

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

  • Ebrahim Oboud Baeshen, Regional Managing Partner - Jeddah, KPMG Middle East (KSA)
  • Luca D'Amico, CEO, CRIF Ratings (Italy)
  • Professor Ken McPhail, Head of Alliance Manchester Business School, The University of Manchester (UAE)
  • Moderator: Stephen White, Senior Conference Manager, Forbes Middle East

  • 12:20 – 12:35 pm

    Panel: The Power of Diversification: Investing Across Industries in a Rapidly Evolving Economy

    A concise look at How leaders from distinct industries approach capital deployment, risk management, and sustainable growth.

  • Sameh El – Sadat, Senator - Deputy Chair of Industry, Trade and SMEs Committee, Egyptian Senate (Egypt)
  • Fouad Darwish, CEO & MD, Palms Sports (UAE)
  • Moderator: Jayda Shoukry, Content Producer, Forbes Middle East

  • 12:40 – 12:58 pm

    Panel: Investing with Discipline: The Frameworks Behind Sustainable Capital

    An in-depth look at how linking regulation, institutional strategy, and market confidence can drive long-term capital growth.

  • Ahmed Emre Buyukkilic, Chief Representative, Turkish Investment & Finance Office (UAE)
  • Wesley Thomson, Partner – Head of ESG MENA, Knight Frank MENA (UAE)
  • Rauda Al Dhaheri, Head of ADGM Academy Research & Tech Centre (UAE)
  • Moderator: Mark Evans, Managing Editor, Forbes Middle East

  • 01:00 – 02:00 pm

    Networking Lunch

    02:00 – 02:15 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.

  • Mohamed Al Marzooqi, CEO, HSBC Bank Middle East Limited (UAE)
  • Shaista Asif, Group CEO, PureHealth (UAE)
  • Moderator: Sally Mousa, Senior Presenter, Forbes Middle East

  • 02:20 – 02:38 pm

    Panel: Strategic Diversification: Constructing Balanced Portfolios Across Asset Classes

    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.

  • Philip Philippides, CEO, Mashreq Capital (UAE)
  • Dr. Sameh El Torgoman, Founder and CEO, Evolve Investment Holding (EIH) (Egypt)
  • Ahmed Abou El Saad, Head of Regional Asset Management, Middle East, North Africa & Turkey, Azimut Group (Egypt)
  • Moderator: Stephen White, Senior Conference Manager, Forbes Middle East

  • 02:40 – 02:58 pm

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

    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.

  • Abdullatif Kanoo, Executive Director, Kanoo Group (UAE)
  • Lucy da Gama Campos, Region Head - Goldman Sachs Private Wealth Management MENA, MD, Goldman Sachs Apex (UAE)
  • Thomas Hudson, Advisor – Director General Office, Abu Dhabi Investment Office (UAE)
  •  Thomas Hudson, Advisor – Director General Office, Abu Dhabi Investment Office (UAE)
  • Moderator: Jeehan Balfaqih, Partner – Dubai Office Head, Brunswick Group

  • 03:00 – 03:18 pm

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

    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

  • Taha M. Khalifa, General Manager for Middle East and Africa, Intel Corporation (UAE)
  • Basma Rady, Chief Data Scientist, Beltone Holding & Managing Director, Robin (Egypt)
  • Hasan Haider, Managing Partner, Plus VC (Bahrain)
  • Moderator: Hanan El Kabat, Business Journalist & TV Presenter, CNBC Arabia (UAE)

  • 03:20 – 03:38 pm

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

    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.

  • Mr. Khalid AlRukhayes, Deputy General Manager Global Markets Trading and Investments, Kuwait Finance House (Kuwait)
  • Ayman Elsawy, Founder & CEO, Bokra (Egypt)
  • Mostafa Abdelaziz, Cofounder and Managing Partner of Act Financial and Wilzy
  • Moderator: Mark Evans, Managing Editor, Forbes Middle East

  • 03:40 – 04:00 pm

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

    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.

  • Vikash Gupta, Founder & CEO, VAR Capital (UK)
  • Mohammed Wassim Khayata, CEO, Al Maryah Community Bank (UAE)
  • Khalil El Bawab, CEO Local & Regional Markets, Beltone Holding (Egypt)
  • Moderator: Darius Alexander, Managing Director, FTI Consulting

  • Top Advisors & Investors Summit – Abu Dhabi

    09:00 – 10:00 am

    Registration & Networking

    10:00 – 10:03 am

    Opening by Mark Evans, Managing Editor, Forbes Middle East

    10:05 – 10:15 am

    Fireside Chat: The Legal Backbone of Capital: Structuring Growth in Complex Markets

    A discussion on how forward-looking legal frameworks and governance practices strengthen transparency, manage risk, and enable disciplined capital growth.

  • Daud Bin Farooq, Group General Counsel, International Holding Company PJSC
  • Moderator: Sally Mousa, Senior Presenter, Forbes Middle East

  • 10:20 – 10:35 am

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

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

  • Shekhar Natarajan, Founder & CEO, Orchestro.AI (USA)
  • Dr. Praveen Gupta, Professor and Chairperson, Manipal Business School, MAHE (UAE)
  • Moderator: Anna Zeitlin – Partner, Fintech & Financial Services, Addleshaw Goddard

  • 10:37 – 10:50 am

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

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

  • Nabeel Ahmed Batlay, Head of Wealth Management and Customer Segments, RAKBANK (UAE)
  • Elizabeth Donaghy, Chief Operating Officer, SEO, Sarwa Digital Wealth (Capital) Limited (UAE)
  • Monte Safieddine, Head of Research, Capital.com MENA (UAE)
  • Moderator: Patrycja Oselkowska, Partner, Financial Services Leader and Middle East Growth Leader, Deloitte ME

  • 10:52 – 11:10 am

    Building Sustainable Capital Structures- Strategic Funding for Scalable Growth

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

  • Amal Dokhan, Managing Partner - MENA, 500 Global (KSA)
  • Sonia Weymuller, Co-Founder & General Partner, VentureSouq (UAE)
  • Philip Sigwart, Group CEO, Baobab Group (France)
  • Moderator: Mark Evans, Managing Editor, Forbes Middle East

  • 11:12 – 11:27 am

    Panel: Building Billion: Dollar Businesses: The Road to Unicorn Status

    A practical discussion featuring, investors, advisors and ecosystem leaders who have been directly involved in scaling high-growth companies.

  • Amr El Abd, Entrepreneurship Advisor to the Prime Minister of Egypt & Regional Managing Director, MENA, Endeavor (Egypt)
  • Sonal R Patel, Partner, Global Head of Investor Brand, Brunswick Group (UK)
  • Moderator: Sally Mousa, Senior Presenter, Forbes Middle East

  • 11:30 – 11:45 am

    Panel: Finance Reinvented: New Credit Pathways for SMEs

    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.

  • Osama Alraee, Co-Founder & CEO, Lendo (KSA)
  • Dr. Bilal Baloch, Partner, Shorooq
  • Moderator: Yasmin Almostehy – Founder & Managing Director, Beacon Hills Advisory

  • 11:48 – 12:05 pm

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

    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.

  • Walid Hassouna, CEO, Valu (Egypt)
  • Talal Tabbaa, CEO and Co-Founder, CoinMENA (UAE)
  • Laurent Girouille, Senior Executive Office & General Manager - UAE, Rain Trading Limited (UAE)
  • Moderator: Kartik Iyer – Investment Advisory, The Financial Wingman

  • 12:10 – 12:20 pm

    Spotlight Session: The Alliance Advantage: How Strategic Partnerships Fuel Tech-Led Growth

    This session will highlight a dynamic case study that reveals how strategic alliances among content platforms, public entities, and telecom giants are forging a new path to growth.

  • Maaz Sheikh, CEO & Co Founder, STARZPLAY, (UAE)

  • 12:22 – 12:40 pm

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

    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.

  • Michail Samawi, SEO, Group Head of Asset Management, ENBD Asset Management (UAE)
  • Mohamed Elakhdar, Managing Partner, Square Forty Limited
  • Naif AbuSaida, Founder, Hakbah (KSA)
  • Moderator: Jayda Shoukry, Content Producer, Forbes Middle East

  • 12:45 – 12:55 pm

    Fireside Chat: Money in Motion: From Global Rails to Digital Assets

    A forward-looking conversation on how innovation hubs are enabling fintech, digital assets, and next-generation financial infrastructure to reshape how money and capital move globally.

  • Paul Dawalibi, CEO, Innovation City, RAK (UAE)
  • Moderator: Viwe Kunene, Presenter, Forbes Middle East

  • 01:02 – 02:00 pm

    Networking Lunch

    02:00 – 02:02 pm

    Awards Opening Address – Viwe Kunene, Presenter, Forbes Middle East

    02:02 – 02:20 pm

    Awards Distribution

    02:22 – 02:40 pm

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

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

  • Khaled Attallah, Co-Founder & CEO, Ariika (Egypt)
  • Seif El Hakim, Founder & CEO, Alpha Global Enterprise (UAE)
  • Ali Mokhtar, CEO, Beltone Venture Capital, (Egypt)
  • Moderator: Suzanne Knight – CEO, mBolden Consulting, (Canada)

  • 02:42 – 03:00 pm

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

    Examining the pivotal role of robust governance frameworks and proactive compliance in shaping effective corporate strategies and discussing how integrating governance into strategic decision-making fosters sustainable growth, risk management, and stakeholder confidence.

  • Patrycja Oselkowska, Partner, Financial Services Leader and Middle East Growth Leader, Deloitte ME
  • David Berman, Partner and Head of EMEA Financial Services, Covington & Burling
  • Moderator: Stephen White, Senior Conference Manager, Forbes Middle East

  • 03:02 – 03:20 pm

    Panel: Safeguarding Capital: Navigating Legal Frameworks for Seamless Investment

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

  • Saad Maniar, CEO, Baker Tilly UAE (UAE)
  • Karim Emam, Partner, International Tax and M&A Services, PwC (Egypt)
  • Dr. Mahmood Hussain, Founding Partner, M&CO Legal (UAE)
  • Moderator: Mark Evans, Managing Editor, Forbes Middle East

  • 03:22 – 03:40 pm

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

    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.

  • Paul Lund, Head of Corporate Ratings, Fitch Ratings (UAE)
  • Dina Samaha, CEO & MD, ICRS (Egypt)
  • Moderator: Sally Mousa, Senior Presenter, Forbes Middle East

  • Workshops Agenda

    Top Advisors & Investors Summit – Abu Dhabi

    11:00 – 11:40 am

    The AI Advantage: Building the Next-Gen Advisory Model

    A hands-on workshop where participants use real-time data tools to test how AI can forecast trends, assess risk, and build smarter portfolio

  • Basma Rady, Chief Data Scientist, Beltone Holding and Managing Director, Robin

  • 11:50 -12:30 pm

    The Advisor in the Age of AI: Why Human Judgment Becomes More Valuable, Not Less

    Explore how AI amplifies the need for trusted human insight, ethics, context, and nuanced decision-making.

  • Semih Kumluk, Senior Manager and Digital and AI Upskilling Expert, PWC Academy

  • 12:35 – 1:15 pm

    What Happens When Private Credit Platforms Hit a Liquidity Ceiling and How Institutional Partners Can Solve It

    This session explores private credit liquidity limits and how institutional partnerships drive sustainable growth, sharing GCC lessons on governance, risk frameworks, operations, and institutional expectation

  • Peter Tavener, CEO & Co-Founder, Beehive Fintech, An E& Enterprise Company

  • 1:15 – 2:00 pm

    LUNCH

    2:30 - 3:10 pm

    Leading Through Escalating Crisis: Protecting License to Operate and Shareholder Value

    This crisis simulation equips leaders to assess implications, prioritize stakeholders, shape positioning, and protect license to operate and shareholder value.

  • Jeehan Balfaqaih, Partner and Head of Brunswick Dubai and Ayesha Khan, Partner, Brunswick Singapore

  • 3:15 – 3:55 pm

    Pitch to Invest: Investor Perspective Lab

    Participants are immersed in real-time early-stage investment decisions, scoring youth-led impact ventures via live tools and comparing regional evaluations with global investor assessments

  • Yana Dabaghie, Middle East and North Africa Regional Manager, Hult Prize Foundation 

  • Top Advisors & Investors Summit – Abu Dhabi

    11:30 – 12:10 am

    Private Equity & Direct Investment Playbook

    Workshop simulating a deal committee — participants review a mock investment memo and decide as a “board” whether to greenlight the deal

  • Ali Mokhtar, CEO Beltone Venture Capital

  • 12:15 – 12:55 am

    Digital Banks as Economic Infrastructure: The UAE Model

    This session explores how UAE regulated digital banks are evolving into economic infrastructure, advancing financial inclusion, SME digitisation, workforce protection, and cashless ecosystems to strengthen transparency, resilience, and sustainable national growth.

  • Yacer Qureshi,Chief Strategy & Transformation Officer, Al Maryah Community Bank

  • 1:00 – 2:00 PM

    LUNCH

    2:30 – 3:10 pm

    The CEO as Chief Brand Architect: Turning Identity into Enterprise Value

    A masterclass on moving brand from function to boardroom system, aligning purpose, culture, and execution to drive pricing power, resilience, talent, value.

  • Omar Hikal, CEO, The Brand Company

  • 3:15 – 3:55 pm

    Institutional Thinking at Scale: The Future of Disciplined Wealth Management

    This session explores how institutional investment thinking translates into scalable, system-driven models ensuring consistency, transparency, and fiduciary alignment while reducing discretionary judgment

  • Michele Ferrario, Co-Founder And CEO, StashAway

  • Gifts

    Select Your Package

    Limited seating is available, so don’t miss out on our exclusive early bird pricing! Register now to secure your spot and be part of this unique experience. Please proceed to select the delegate pass and click “Next.” If you wish to purchase multiple tickets, please choose the “Group Member” option on the next page before submitting.

    DELEGATE PASS

    EARLY BIRD PRICE

    $ 200

    PASS PRICE: $400

    Explore a world of inspiration and connection with our Delegate Pass, which includes the following benefits :

    VISITOR PASS

     

    Visitor Pass will give you access to the following areas:

    Digital Reach

    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.

    Location

    Conrad Abu Dhabi Etihad Towers

    Hosted at Conrad Etihad Towers, Abu Dhabi, the summit convenes leaders and decision-makers in a refined setting built for strategic dialogue and professional networking.