STRATEGY, SELECTION AND TECHNOLOGY FOR MIDDLE EASTERN INVESTORS AND FUND MANAGERS

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Winifred Quinn
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1 23-24 April 2019 Jumeirah Emirates Towers Dubai, UAE STRATEGY, SELECTION AND TECHNOLOGY FOR MIDDLE EASTERN INVESTORS AND FUND MANAGERS Created #MEISdxb

2 I WAS IMPRESSED TO ADDRESS AN INCREDIBLE COLLECTION OF EXECUTIVE LEVEL INVESTMENT PROFESSIONALS AND MEET A NUMBER OF THE INDUSTRY S LEADING FIGURES. MARK MOBIUS, EXECUTIVE CHAIRMAN, TEMPLETON EMERGING MARKETS GROUP

3 OUR STORY The Middle East region offers abundant potential to raise capital, which grows year on year. The region s wealthiest family offices are seeking to develop sophisticated investment strategies and exposure to emerging investment vehicles. The pure size and continued growth of SWFs and institutional AUM has positioned the Middle Eastern region once again, as a market full of potential. For the past 20 years, regional and international funds have successfully raised money at the Middle East Investment Summit. HOW AND WHY? In this region, relationships matter. Fund managers who come with the right strategy with the intention to build long term partnerships can be successful. For 2 decades we have been helping fund managers and companies build firm relationships with the region s biggest institutional and private investors. Over the years we have hosted some of the world s greatest money managers: Mark Mobius, John Paulson and Bill Ackman. These industry leaders attend the Middle East Investment Summit because some of the world s largest investors are in attendance and looking for new allocation strategies and mandates for the year ahead. We have been fortunate to be the stewards of an event that for 20 years has reflected the psyche of Middle East institutional and private investors. With over $3 trillion of wealth in annual attendance, we are looking for innovative fund managers and solution providers who can help investors diversify their portfolios. Join us in April as we continue to assist portfolio management excellence and help forge strong relationships for 2019 and beyond. 2:1 INVESTOR TO FUND MANAGER ATTENDANCE RATIO

4 THE CONFERENCE In its 20th year, the Middle East Investment Summit continues to be the conference of choice for regional and global sovereign wealth funds, family offices, private and institutional investors, high-level fund managers and economists. It provides the ultimate platform for industry professionals to network, strategise and learn from prominent global leaders, alongside their peers and colleagues. Each year we survey the region s top institutional and private investors on industrywide concerns, challenges and opportunities. We consider their allocation strategies and investment vehicles of choice for the coming year, then design a program of relevant content. Each year over 100 conference sessions are delivered by high profile, forward-thinking and experienced global experts, institutional investors and superstar managers attracting the very best of the investment world. We are committed to facilitating ways for sponsors to interact closely with investors and in 2019, we will provide the following structured methods: One-Two-One partnering an itinerary of meetings with qualified investors which will be set up over the 3 days Peer to peer roundtables sit down with up to 15 investors to discuss industry specific topics and learn the key challenges facing their portfolios After hours networking party at the end of the day, relax with all attendees at the exclusive after-hours networking drinks reception in the luxurious Ritz-Carlton, DIFC THIS WAS AN EXCELLENT CONFERENCE ATTENDED BY LEADERS OF SOME OF THE LARGEST GLOBAL INVESTMENT FUNDS. THE DEBATE WAS RELEVANT, ROBUST AND CREATED TRUE THOUGHT LEADERSHIP. CHAIRMAN, TESCO PENSION INVESTMENT LIMITED

5 JOIN GLOBAL LEADERS AND INFLUENTIAL INVESTORS SOME OF OUR PAST SPEAKERS INCLUDE: Bill Ackman CEO Pershing Square Capital, USA Mark Mobius Executive Chairman Templeton Asset Management, USA Mishal Kanoo Chairman Kanoo Group, UAE Tomas Franzen Chief Investment Strategist AP2, Sweden Janet Cowell State Treasurer North Carolina Retirement Systems, USA Tom Tull Chief Investment Officer Employees Retirement System of Texas, USA Fabio Scacciavillani Chief Economist and Member of the Investment Committee Oman Investment Fund, Oman Zulfe Ali Chief Investment Officer Bahrain Mumtalakat Holding Co., Bahrain Allan Polack Group CEO PFA, Denmark Antony Barker Chief Investment Officer Santander Common Fund and Director of Pensions Santander, UK Nicola Bettio Managing Director KAUST Innovation Fund, Saudi Arabia Carolyn M. Weiss Chief Financial Officer & Treasurer The New York Community Trust, USA

6 WHO ATTENDS 2 DAYS 800 ATTENDEES 150 SPEAKERS 200 FACILITATED MEETINGS $3TRILLION ASSETS UNDER MANAGEMENT GEOS 35% Middle East 7% Indian Subcontinent 20% UK 7% North Africa 15% USA 5% Europe 7% Central Asia 4% Domiciles JOB TITLES Chief Investment Officer Chief Technology Officer President Traders Portfolio manager Fund manager Managing Director Heads of: Investment strategy, Hedge Funds, Alternative Investments, Equities Fixed Income, Real Estate,Infrastructure FROM Sovereign wealth funds Family offices Pension funds Endowments Corporate treasuries Private banks Investment banks Private equity & real estate funds Property developers Hedge funds Mutual funds Real estate funds A SAMPLE OF WHO ATTENDS Sovereign Wealth Funds Abu Dhabi Investment Authority, United Arab Emirates Abu Dhabi Investment Council, United Arab Emirates Abu Dhabi National Insurance Co, United Arab Emirates Bahrain Mumtalakat Holding Company, Bahrain Emirates Investment Authority, United Arab Emirates Investment Corporation of Dubai, United Arab Emirates KAUST Innovation Fund, Saudi Arabia Kuwait Investment Authority, Kuawit Mubadala Investment Company, United Arab Emirates Oman Investment Fund, Oman Oman State Reserve Fund, Oman Oman Technology Fund, Oman Public Investment Fund, Saudi Arabia SEDCO, Saudi Arabia Single & Multi Family Offices A Sharqiya Investment Holding, Oman Action Group Holdings, Kuwait Al Fahim Group, United Arab Emirates Al Ghurair Investment, United Arab Emirates Al Habtoor Group, United Arab Emirates Al Rostamani Group, United Arab Emirates Al Sulaiman Group, Saudi Arabia Al Zarooni Emirates Investments, United Arab Emirates AFAQ Group - Office of Sheikha Latifa M.b.M, United Arab Emirates Alea Global Group, Kuwait Aujan Group Holding, United Arab Emirates Belhoul Group, United Arab Emirates B.N. Gupta Charitable Trust, India Bahamdan Group, Saudi Arabia Bin Zayed Group, United Arab Emirates Bridge Partners, Saudi Arabia Burj Holding Limited, United Arab Emirates Cheltenham Investments, United States of America Choueiri Group, United Arab Emirates E3II, United Arab Emirates Easa Saleh Al Gurg Group, United Arab Emirates Eastinwest SA, Switzerland Eminence Investments, United Arab Emirates Ferguson Family Office, Switzerland Foundation Holdings, United Arab Emirates Fried Family Office, United States of America Grosvenor Estate, United Kingdom Habtoor Group, United Arab Emirates Hero MotoCorp, India Juma Al Majid Group, United Arab Emirates Kanoo Group, Bahrain Kasamar Holdings, United Arab Emirates Maalem Holding, Bahrain MASIC, Saudi Arabia Majid Al Futtaim Family Office, United Arab Emirates Private office H.H. Sheikh Tahnoon Bin Saeed Bin Tahnoon Al Nahyan, United Arab Emirates PSP Ventures, United States of America RAAY Global, India ReYa Holding, Saudi Arabia RIMCO, United Arab Emirates Sar Group Family Office, India avola Group, Saudi Arabia Sultan Bin Rashid Group, United Arab Emirates Regal Group Investments, United Arab Emirates TrustPlutus, India Pension funds & Institutional investors Abu Dhabi Islamic Bank, United Arab Emirates Abu Dhabi Retirement and Pension Funds, United Arab Emirates AP2, Sweden APG, The Netherlands The Boston Foundation, United States of America CalPERS, United States of America Desjardins, Canada Government Employees Pension Fund South Africa, South Africa Employees Retirement System of New Orleans, United States of America Employees Retirement System of Texas, United States of America Fonds de Réserve Pour les Retraites, France Japan Pension Fund Association, Japan Korea Investment Corporation, Korea Kuwait Fund for Arab Economic Development, Kuwait Los Angeles County Employees Retirement Association, USA Massachusetts Pension Reserves Investment Management Board, USA National Bank of Abu Dhabi, United Arab Emirates National Bank of Kuwait, Kuwait Noor Bank, United Arab Emirates Nucleos Instituto de Seguridade Social, Brazil ONP Peru State Pension Fund, Peru Osool, Bahrain Pension Fennia, Finland Pension Fund Commission, Bahrain PFA, Denmark Richmond Retirement System, United States of America Saudi Aramco, Saudi Arabia Tesco Pension Fund, United Kingdom The New York Community Trust, United States of America UK Pension Fund, United Kingdom WAQF IQRAA, Saudi Arabia THE EVENT HAD EXACTLY WHO I WANTED TO MEET, FROM SWFS TO INVESTORS. THERE WERE LOTS OF GREAT NETWORKING OPPORTUNITIES. MANAGING DIRECTOR, NASDAQ

7 GCC Sovereign Wealth Funds ASSETS UNDER MANAGEMENT BAHRAIN Mumtalakat Holding Company $10.6 billion established in 2006 KUWAIT Kuwait Investment Authority $524 billion established in1953 SAUDI ARABIA Public Investment Fund $183 billion established in 2008 SAMA Foreign Holdings $514 billion established in1952 OMAN Oman Investment Fund $6 billion established in 2006 Oman State General Reserve Fund $18 billion established in 1980 UNITED ARAB EMIRATES Abu Dhabi Investment Authority $821 billion established in 1976 Abu Dhabi Investment Council $110 billion established in 2007 Emirates Investment Authority $34 billion established in 2007 Investment Corporation of Dubai $209.5 billion established in 2006 Mubadala Development Co $125 billion established in April 2019 Jumeirah Emirates Towers Dubai, UAE #MEISdxb * FYI: correct as of September 2017 and rounded to nearest tenth.

8 NEW IN 2019 SAUDI INVESTMENT FORUM In 2019 the world is watching Saudi Arabia. With the largest economy in the Arab world, Saudi Arabia is seeking to diversify its oil dependent economy and become a leading global investment hub in line with its Vision The recently reformed structural frameworks and governance strategies now allow foreign investment into the country, meaning opportunity is rife for international investors. The Kingdom is positioning itself as a leading force of innovation and ambition and its strengths continue to grow across key industries from healthcare to infrastructure, renewable energy to tourism and real estate to technology. The Saudi Investment Forum is a platform built to promote and explore the investment opportunities in the fast-paced, growing market and network with an exclusive audience - the very best of the industry. KEY TOPICS WILL INCLUDE: Road to 2030 Exactly where to invest in KSA Navigating the Saudi Arabian private equity investment landscape The rise of the smart economic city: accessing alternative real estate Delivering sustainability with renewable energy: meeting growing demand ETF & INDEX FUND FOCUS It wasn t all that long ago when financial experts and regulators were asking the question What is an ETF?. How far the industry has come in such a short space of time. The ETF market is growing at a rapid pace. ETF s are no longer considered a niche product and a growing number of organisations are likely to enter this market in the future. To help asset managers prepare to compete in this fast changing environment, Middle East Investment Summit 2019 will have dedicated sessions focusing on the evolution of ETFs, barriers to growth and the opportunities that lie ahead.

OUTSTANDING LEVEL OF DETAIL. MEANINGFUL AND INTELLECTUAL OUTPUT.

INCREDIBLE COLLECTION OF EXECUTIVE LEVEL INVESTMENT PROFESSIONALS.

HEAD OF PORTFOLIO & INVESTMENT MANAGEMENT, ARAMCO ENTREPRENEURSHIP

9 OUTSTANDING LEVEL OF DETAIL. MEANINGFUL AND INTELLECTUAL OUTPUT. FORMER CHIEF INVESTMENT STRATEGIST, MERRILL LYNCH GLOBAL CIO OFFICE AN INCREDIBLE COLLECTION OF EXECUTIVE LEVEL INVESTMENT PROFESSIONALS. THE REGIONAL AND GLOBAL BEST IN CLASS ATTEND MEIS. HEAD OF PORTFOLIO & INVESTMENT MANAGEMENT, ARAMCO ENTREPRENEURSHIP VENTURES THIS IS THE REGION S ONLY EVENT FOR INVESTORS, BY INVESTORS AND IT PAYS OFF EVERY YEAR! DIRECTOR, SANNE GROUP

10 NETWORKING BENEFITS One-to-one meetings We understand that relationships matter and at the end of the day the success of the event will be determined by the number of quality contacts you make. Sponsors can take advantage of the dedicated and personalised meeting service, guaranteeing them time with qualified investors. Networking manager Would it help your business if you could guarantee introductions to your key prospects? Our dedicated Networking Manager will do exactly that and take the chance out of securing those vital business opportunities. Roundtables Where else can you sit down with heads of investment from the world s leading pension funds, SWFs family offices, treasuries and investment banks? Host one of these interactive sessions and lead the discussion on allocation strategies for 2019 and beyond. Speed networking With hundreds of potential customers to meet, this is your chance to network with everyone in the room. Quick, efficient and fun, speed networking is your 20-minute opportunity to establish valuable relationships in a crowd of potential and walk away with hundreds of business cards. Networking platform Take control of your time at the show by proactively contacting fellow attendees and arranging meetings in advance with our online platform. With an inbuilt matchmaking feature, it s easier than ever to find who you need to meet at the show and pre-arrange those vital meetings. After-hours party The only five-star hotel located in DIFC, the Ritz-Carlton epitomises understated luxury behind its stylish limestone façade. Take in the hotel s style and elegance after a day of learning and networking and unwind with a drink or two. What better way to network with the best of the investment industry than a fun filled night of new contacts and entertainment. I MET PEOPLE I WOULD OTHERWISE NOT MEET AND I M EXPOSED TO MANAGERS I WOULD OTHERWISE NOT BE EXPOSED TO. CHIEF INVESTMENT OFFICER & ADVISOR, ROYAL FAMILY OFFICES Don t miss the networking event of the year.

11 GOOD CALIBRE OF ATTENDEES AND GREAT NETWORKING. IT WAS INCREDIBLY BENEFICIAL. ASSOCIATE, JLL I ENJOYED THE RANGE OF PEOPLE TO TALK TO, THE EASE OF NETWORKING AND WELL CHOREOGRAPHED NETWORKING FOUNDER, OCTOPUS INVESTMENTS

12 WHY SPONSOR? With a 2:1 investor to fund manager attendee ratio, sponsoring the Middle East Investment Summit is the best opportunity in this region to do business, engage with investors and meet asset allocators from across the region. The Middle East Investment Summit brings you face-to-face with key clients and prospects on a regional and international scale. If you are looking to raise money for a fund or build relationships for future opportunities, then this is the place to be. 7 REASONS TO SPONSOR WHO SHOULD SPONSOR? 1. Meet global investors and asset managers 2. Debut new funds and products 3. Profile your brand 4. Meet new investors and business partners 5. Develop key relationships 6. Educate investors and asset managers 7. 1-to-1 meetings Hedge Funds Private Equity Funds Real Estate Funds Prime Brokers Investment Banks Fund Administrators/custodians Exchanges Auditors Law Firms Offshore Financial Service Boards Technology Vendors Private Equity & Venture Capital Firms Governments & Regulators Corporate Financers & M&A Specialists Advisors & Consultants Asset Managers Property Developers Banks & Financial Institutions Data & Analytics System Cloud Software

13 SPONSORSHIP & EXHIBITOR PACKAGES PACKAGE PLATINUM GOLD SILVER EXHIBITOR CONTENT AND THOUGHT LEADERSHIP BENEFITS Keynote speaking slot 1 Conference speaking slot 1 1 (or a roundtable) Host a round table 2 1 (or a conf pres) 1 (or a panel) Panel 1 (or a roundtable) LEAD GENERATION BENEFITS Invitation to contribute to the event e-book Inclusion in a monthly community e-newsletter BRANDING AND PROFILING BENEFITS Priority logo positioning on event promotions Platinum level Gold level Silver level Website listing - profile and logo Yes Yes Yes Yes Visitor show guide listing - profile 250 Words 100 Words 50 Words 50 Words Delegate documentation - advert/whitepaper Yes Yes Yes ENHANCED NETWORKING BENEFITS Personalised ing of conference brochure to wishlist Yes Yes Yes Conference passes for your company staff Conference passes for your clients Use of networking Yes Yes Yes Yes Pre-arranged meetings with buyers Exhibition stand space 18sqm 9sqm 9sqm 9sqm / 18sqm Investment required (usd) $60,000 $35,000 $25,000 $12,000 / $20,000 HOSPITALITY SPONSOR OPTIONS BRANDED BANNERS LOGO AND PROFILE BRANDED WELCOME ADDRESS PRICE Conference lunch sponsor Yes Yes Yes $20,000 Registration desk sponsor Yes Yes Yes $20,000 Private investor lunch sponsor Yes Yes Yes $20,000 Networking reception sponsor Yes Yes Yes $15,000 Cocktail party sponsor Yes Yes Yes $30,000 Coffee break sponsor Yes Yes Yes $20,000

14 GET INVOLVED IF YOU D LIKE TO BECOME AN EXHIBITOR, SPONSOR OR SPEAKER CALL JAMIE HOSIE ON OR JAMIE.HOSIE@TERRAPINN.COM Created by April 2019 Jumeirah Emirates Towers Dubai, UAE

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