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DISCUSSION TOPICS

DAY 1 – TUESDAY, 21ST MARCH, 2017

Time

Presentation

Presenter

Panel Discussion Sessions

9:00am–9:15am

Opening remarks:

Positioning Wealth Management in Africa

Ochieng Oloo

Founder & CEO, Think Business Ltd.

A stock take on the wealth Industry

9:15am–9:45am

Keynote presentation:

Wealth Management: A perspective

Anjali Harkoo

Head of Wealth Investment, Africa, Stanbic

9:45am–10:15am

Capital Markets: Enriching wealth management in Africa.

Geofrey Odundo

CEO Nairobi Securities Exchange

11:00am–11:30am

TEA/COFFEE BREAK

11:30am–12:00noon

Family Businesses: avoiding the pitfalls

Charles Boit

CEO, Samsaraline Co. ltd.

The family dilema: What lessons have we learnt?

12:00noon–12:30pm

Inheritance: keeping it sweet. A legal perspective

Atiq Anjarwalla

Partner, Anjarwalla & Khana

Mona K. Doshi

Partner, Anjarwalla & Khana

1:00pm - 2:00pm

LUNCH BREAK

2:00pm–2:30pm

Entrepreneurship: beyond tomorrow

Charles Omanga

Managing Principal, Horizon Africa

Creation, growth and preservation of wealth

2:30pm–3:00pm

Building Wealth: Structuring your portfolio

James R. Dry

CEO, Dry Associates

3:00pm–3:30 pm

Have private equity funds in Africa come of age?

Paul Kavuma

Partner, Catalyst Principal Partners

4:00pm–4:30pm

TEA/COFFEE BREAK

4:30pm–5:00 pm

The role of credit risk management in wealth creation

Sam Omukoko

MD, Metropol Corporation

7:00pm–9:00pm

DINNER

*Each presentation will be followed by a panel discussion

DAY 2 - WEDNESDAY, 22ND MARCH, 2017

Time

Presentation

Presenter

Panel Discussion Sessions

9:00am–9:30am

Investment alternatives and risks in emerging investment havens

Edwin Dande

CEO, Cytonn Investments Ltd.

Taking advantage of the investment opportunities

9:45am–10:15am

Retirement planning as part of wealth management

Sandeep Raichura

CEO, Alexander Forbes Kenya

11:00am–11:00am

TEA/ COFFEE BREAK

11:00am–11:30am

Overcoming the tax burden

Michael Mburugu

Tax Partner, PKF East Africa

What are the prospects for the future?

11:45am–12:15pm

Macro Economic Overview

Jibran Qureshi

Regional Economist, Stanbic

12:45pm–1:00pm

Closing remarks

Ochieng Oloo

Founder & CEO, Think Business Ltd.

1:15pm–2:30pm

LUNCH BREAK

*Each presentation will be followed by a panel discussion

MAP TO EVENT LOCATION

RADISSON BLU HOTEL NAIROBI
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