CFA Emirates Society is pleased to invite you to an event organized in collaboration with CAIA (Chartered Alternative Investment Analyst) Association. This event will focus on the latest trends in private equity and venture capital investing.
Sunday 23rd September 2018
6:00pm – 8:30pm
Venue: ADGM Academy
Al Mariyah Island
Al Maqam Tower 3 ,20 Floor, Room 7
Monday 24th September 2018
6:00pm – 8:30pm
Venue: Jumeirah Emirates Towers
Gold Level 7, Meeting Suite 1
Sheikh Zayed Road,
6:00 pm – 6:30 pm : Registration and Welcome Coffee
6:30 pm – 6:35 pm: Introduction by CFA Emirates Society and CAIA Association
6:35 pm – 7:00 pm : Presentation by Philippe Becker, PhD, Partner, Orthus Capital
7:00 pm – 7:45 pm : Panel discussion
7:45 – 8:00 pm: Q&A
8:00 pm: Snacks
Moderator: Bill Kelly, CAIA, CEO of the CAIA Association
Panelist 1: Ellecia Saffron, Founder & Managing Director of Maysaffron
Panelist 2: Sajal Heda, CFA, CAIA, CIO of Damac Investment Company – Single Family Office
Panelist 3: Philippe Becker, PhD, Partner, Orthus Capital
Panelist 4: Ram Gopalakrishnan, CFA, CAIA, Director, Private Equity, Standard Chartered
Speakers Short Bio:
Bill Kelly, CAIA, CEO of the CAIA Association
William (Bill) J. Kelly is the CEO of the CAIA Association since January, 2014. Previously, Bill was the CEO of Boston Partners and one of seven founding partners of the predecessor firm, Boston Partners Asset Management. Bill’s career in the institutional asset management space spans over 30 years where he gained extensive managerial experience through successive CFO, COO and CEO roles. In addition to his current role, Bill is currently the Chairman and lead independent director for the Boston Partners Trust Company. He has previously served as an independent director and audit committee chair for ’40 Act Mutual Funds and other financial services firms. He is also currently an Advisory Board Member of the Certified Investment Fund Director Institute.
Bill began his career as an accountant with PwC and is a designated Audit Committee Financial Expert in accordance with SEC rules.
Ellecia Saffron, is the Founder and Managing Director of Maysaffron.
Maysaffron is a strategic research and fund advisory boutique specializing in natural resources and disruptive sector opportunities with a focus on Australia, Asia, Middle East and North Africa. It is established in the United Arab Emirates. Before setting up Maysaffron, Ellecia was a portfolio manager at the Abu Dhabi Investment Authority for eight years, managing equity investments in Australia, Global materials, and Asian companies. Prior to this, she was an equity research analyst at Macquarie Bank in Australia covering the consumer sector.
Ellecia has a BA in Business from the University of Technology of Sydney and an MBA from The University of Wales, UK. Ellecia is board member of 100women in Finance Middle East Chapter.
Sajal Heda, CFA, CAIA, CIO of Damac Investment Company – Single Family Office
Sajal has more than two decades of experience managing investments across asset classes and has been working with prominent Single Family Offices in Middle East and Indian sub-continent. In 2016, CIO magazine had selected Sajal on their list of global ’40 under 40′ Chief Investment Officers. He has been an active member of notable international committees like AIMA Investor Steering Committee, CFA Disciplinary Review Committee, CAIA Middle East Advisory Committee and others. He is active on international conference speaker’s circuit and is involved with AIMA in writing papers. He has an MBA from London Business School, is CFA and CAIA charter holder and holds CMA certificate. He is an avid traveler and started collecting contemporary Indian art in his mid-twenties and since then he is passionately involved in expanding his art collection.
Philippe Becker, PhD, Partner, Orthus Capital
Philippe is a partner at Orthus Capital, an alternative asset manager based in Dubai. He is also senior financial advisor to the board of Inteltec, a Mideast based family wealth office, where he manages their private equity and venture capital investments.
Philippe’s career has spanned the high tech industry as well as venture capital and private equity. He has been an advisor to Mizuho Bank’s domestic Japanese private equity fund since 2013. He recently served as Program Director for the Abu Dhabi Investment Authority Year 1 Academy, whose mandate is the professional development of ADIA’s UAE Nationals, in particular in the PE and VC sectors. Philippe was previously the Managing Director of Wasserstein Gulf, the Mideast office of Wasserstein & Co, the New York based private equity firm. Prior to that Philippe moved to India in 2008 to launch the Wasserstein India Private Equity fund. Philippe joined Wasserstein & Co.’s US venture capital and private equity group in 2002. He was actively involved in the management and funding of the firm’s Silicon Valley venture capital portfolio companies, in particular in the technology space. He was an operational partner for the firm’s US private equity business, focused on the consumer, media, and industrial sectors.
Prior to his roles at Wasserstein, Philippe began his career at AT&T Bell Laboratories, developing high-speed fiber optic systems. Philippe joined the Lucent Technologies M&A group in 1996 during a time of acquisition of innovative high-tech companies. He then led the Japan based fiber FTTH business unit of Lucent Technologies. Subsequently, Philippe was Vice President of product management at Corvis, the optical networking startup, from 2000-2002. As a member of the executive team, he helped lead them to a $1B IPO in 2000.
Philippe has a Ph.D. in physics from UC Berkeley and an MBA from the Wharton School at the University of Pennsylvania where he was a Palmer Scholar. He has taught at UC Berkeley and at the University of Tokyo. Philippe has been living in the UAE since 2010
Ram Gopalakrishnan, CFA, CAIA, Director, Private Equity, Standard Chartered
Seasoned Private Equity and Finance professional with a demonstrated history of working in emerging markets across Asia, Middle East and Africa. Experienced across fund/deal lifecycle – fund raising, origination, asset management and exit.