Arqaam Capital MENA Investors Conference 2018

Four Seasons Resort, Jumeirah, Dubai, 24 - 25 September

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Arqaam Capital is delighted to invite you to its fifth Annual MENA Investor Conference where we will host senior management from listed companies across the MENA region. This should be an excellent opportunity for investors to meet with C-level management in both 1x1 and small group meeting settings.

This year has again delivered the usual mix of challenges and opportunities. GCC equity markets have only been slightly affected by the Emerging Markets financial turmoil, supported chiefly by index inflows and a 7 phase inclusion of KSA into FTSE and MSCI combined next year. This event is still significantly underplayed in our view, although it has been reflected in the stock markets.

The economic outlook for the GCC remains relatively insulated, with oil prices firm on supply disruptions. Fiscal austerity across the GCC has fully come to a halt, with fiscal accounts in either low single digits or in positive territory. Recent data is encouraging and is showing a pickup in growth across the region, highlighted mostly by more timely data out of Saudi showing a recovery in GDP growth as well as retail sales.

The past year has resulted in strong dislocation in the UAE, with some deep value stocks now available to investors. In addition, index country classification changes and rebalances are expected to continue to be a key theme going into the next 12 months. The Kuwait FTSE EM inclusion is currently underway and the Saudi MSCI and FTSE EM inclusion events are set for 2019 and are expected to bring in c.USD 60bn of combined active and passive money into the country. This should bring down equity risk premiums, coupled with the potential tightening in bond spreads that could result from the GCC bond inclusion into the EM benchmark, which is currently up for review.

Although risks globally are tilted on the downside, we see strong thematic stories worth playing in the region. GCC banks remain amongst the best positioned globally for rising US rates and have balance sheets that are strongly geared to benefit from the upcoming monetary cycle. Saudi government reforms have continued and focus on increased privatization in the healthcare sector and improved enforcement of insurance policies, paving the way for some attractive investment opportunities in these sectors in the medium term, despite continued expat exodus.

Having said all that, we see vulnerabilities with twin deficits in Bahrain, Lebanon and Egypt, leaving very limited room for policy mistakes. Bahrain will need to iron out the details of the financing package from the other GCC countries and reduce its fiscal break-even levels. The Lebanese government needs to start working on halving its fiscal deficit much more swiftly. Finally, with higher rates potentially pressuring the overall budget of Egypt for longer than previously expected, fiscal policy should remain tightly managed.

We hope that you will be able to join us and benefit from what is set to be a highly productive conference.

Tarek LotfyPresident GCC

Wafic NsouliHead Equities

How to register for the conference

Online registration is now closed. For enquiries, please contact events@arqaamconference.com

Conference location

Four Seasons Resort Dubai
Jumeirah Beach Road, Jumeirah 2
PO Box 128777
Dubai, United Arab Emirates

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One-on-One / Small group meetings

We recognise that a key factor in your participation at our conference is the opportunity to meet with senior members of company management.

We will endeavour to arrange your preferred meetings where possible. Please indicate your meeting requests on this website.

We will update you on new Corporate registrations as they are received.

If you have any concerns, please contact us

Conference Schedule

Attending Companies

Company Name Sector Attendee(s)
ADES Hussein Badawy, Mohamed Farouk, Omar Saleh
Adnoc Distribution John Carey, Catherine L. Zych, Petri Pentti, Huda Najib AbdulQader, Athmane Benzerroug, Saeed Mubarak Al-Rashdi
Agthia Faith Yeldan, Mubarak Al Mansoori, Tariq Al Wahedi, Ozgur Serin
Al Mazaya Oussama Diab, Ahmed Harfoush
Al Rajhi Bank Abdullah Alkhalifa, Amr Sager
Aldar Chris Wilson, Mohamed Almaazmi
Almarai Maria Alzahrani
Amanat Andreea Turneanu, Kareem Ziyad Murad, Dawod Alhgoul, Dr. Mohamad Hamade
AMOC Khaled Abokhatwa, Mohamed El Sorady, Mohamed Hany, Amr Kamel, Mohamed El Serady, Amr Mostafa
Arab Bank Jordan Ghassan Tarazi
Arabian Cement Egypt Karim Naguib, Allan Hestbech
Arabtec Holding Peter Pollard, Sara Shadid
B Investments Hazem Barakat, Mostafa El Anwar, Omar El Labban
Bawan Company Mohammad Al Balawi, Ibrahim Aldali, Mohammad Nobah
BLOM Bank Fadi Osseiran , Talal Baba, Alexandre Mouradian
Budget Saudi Fawaz Al danish, Khalid M.A.Zahid, Ravish Mohammed Tatli
Bupa Sultan Sindi, Ahmed Bajunaid , Mohsen Jawhar , Mawaddah Aldandashi, Nader Ashoor
Burgan Bank Adrian Gostuski, Bashir Jaber, Robert Frost, Youssef Michel Dib, Loulwa Al Ayoubi
Cairo Poultry Haitham El Shaarawy
CI Capital Ahmed Kamel Ali, Hazem Badran, Tarek Tantawy
Commercial Bank of Dubai Akram Gharabeh, Darren Clarke, Bernd van Linder
Commercial International Bank Egypt Yasmine Hemeda, Nelly El Zeneiny, Hussein Abaza
Company Name Sector Attendee(s)
Damac Properties Amr Aboushaban, Adil Taqi
Dana Gas Chris Hearne, Mohammed Mubaideen, Patrick Allman Ward
Dar Al Arkan Hazem Abdallah, Andy Raheja , Mika toivola, Ibrahim Al Muhannaa
Depa Limited Steven Salo, Hamish Tyrwhitt
DFM Haneen Nashashibi, Ali Al Hashimi, Essa Kazim, Fahima Al Bastaki
DP World Maryam Ali AlZaabi, Analyn Apin, Amin Fikree, Lie-tin Wu, Redwan Ahmed
Dubai Entertainment Marwa Gouda
Dubai Islamic Bank Hashim Guinomla, Salman Liaqat, Kashif Moosa
Edita Menna Shams El Din
EFG Hermes Mohamed Abdelkhabir , Hanzada Nessim
Egyptian Resorts Ahmed Abou Hendia, Wael El Hatow
Egytrans Amir Abbas, Mohamed Sanaa, Abir Leheta, Sherif Helmy
EK Holding Medhat Bonna, Sherif El Zayat, Haitham Moneim
Elsewedy Electric Tarek Yehia, Sherif El Zeiny
Emaar (Group) Sunil Grover , Karim Farouk, Pawan Chindalia, Abhay Singhvi , Avinash Pangarkar
Emirates NBD Patrick Eugene Clerkin, Anil Nagpal, Najat Hussain, Surya Subramanian
Emirates REIT Magali Mouquet, Racha Alkhawaja, Husseyn Smili, Sylvain Vieujot, Abdul Wahab Al Halabi
ENBD REIT Anthony Taylor, Asif Siddique, Julia Ward-Osseiran
Etisalat Serdan Okandan, Nazih El Hassanieh
Extra Mohamed Salem, Mohamed Galal
Ezz Steel Paul Chekeiban, Ahmed Saad, Kamel Galal, Hassan Nouh
Fawaz Al Hokair Mohammed Abbaoui
First Abu Dhabi Bank Karim Karoui, Sofia ElBoury, Abhishek Kumat
Company Name Sector Attendee(s)
GB Auto Andre Valavanis
Global Telecom Holding Gerbrand Nijman, Noha Agaiby, Vincenzo Nesci
Gulf Bank Kevin Smith, Lity Mathews, Dalal Al-Dousari
Gulf Marine Services Duncan Anderson, John Brown, Anne Toomey
Housing and Development Bank Mohamed Hamzawy
Humansoft Michelle Candeggi , Mayank Baxi
IDH Sherif Elghamrawi
Company Name Sector Attendee(s)
Jazeera Airways Mostafa El-Maghraby, Donald Hubbard, Donald Martin, Kuruvilla Matthew
Kuwait International Bank Ajai Thomas, Jamal Al Barrak
Company Name Sector Attendee(s)
Madinet Nasr Housing Mohamed AbdelSalam, Salah Katamish, Ahmed ElHitamy
Malath Fawaz Al Hijji, Ammar Al Syrafi
Mashreq Bank Thomas K Jacob, Ali Zaigham Agha , Ali Raza Khan
Middle East Paper Co Bassem ElShawy , Mohamed Darweesh
Mobily Kais Hamida, Tarek Al Angari
MTI Ashraf Elghannam, Khaled Mahmoud
Nasdaq Dubai Shana Marashi, Tahir Mahmood, Amit Sahi
National Bank of Kuwait Amir Hanna, Khaled Al-Beloushi
National Commercial Bank Abdulbadie Alyafi, Lama Ghazzaoui
NMC Asjad Yahya
Omantel Bushra Balushi, Srikanth Acharya, Gopinath Menon
Ooredoo Oman Khorshed Ashraf , Jorgen Latte, Ahmed Al Khuzairi
Company Name Sector Attendee(s)
Palm Hills Mamdouh Abd El Wahab, Radwa Abu el Naga, Tarek Abdel-Rahman
Pioneers Holding Company Mohamed Aboulghait , Moustafa Fawzy, Waleed Zaki
Qalaa Holdings Amr El Kadi, Hisham El Khazindar, Abdalla Elebiary, Ahmed Heikal, Tamer Darwish
RAK Bank Geraldine Dagher, Zeina Sammakieh, Peter England, Deepak Majithia
Riyad Bank Mohammed Alattas, Ibrahim Al-Muhanna
Company Name Sector Attendee(s)
Saudi Re Nilmin Pieries, Mamraj Chahar, Ahmed Al Jabr, Fahad Al-Hesni
Saudi Telecom Co. Turki Alashaikh, Ibraheem Alkharji, Bader Alabdulqader
Savola Group Anees Moumina, Huda Al Lawati, Nouman Farrukh, Hammam Bahareth
Shuaa Mohamed Tahboub, Fawad Tariq-Khan, Ajit Joshi
Sipchem Haitham Al-Shathri, Ahmed Al-Maghlouth
SODIC Heba Makhlouf, Omar Elhamawy
Tabreed Faisal Tahir Bhatti, Stephen Ridlington
Talaat Mostafa Group Jihad El Sawaftah, Jan Hasman
Transglobe Energy Randy Neely, Ross Clarkson
United Arab Bank Emad AbuHendi, Malvin Alex
Company Name Sector Attendee(s)
VIVA Kuwait Wassim El Hayek, Wassim El Hayek
Walaa Johnson Varughese
Zain KSA Rayan Al Karawi

Accommodation

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+971-50-250-1348

events@arqaamconference.com