2022 Certified Trade Mission to the UAE

Dubai & Abu Dhabi

November 28, 2022 – November 30, 2022

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2022 Certified Trade Mission to the UAE

Dubai & Abu Dhabi

November 28, 2022 – November 30, 2022

For all Alternative Asset Fund Managers
One-to-One meetings with pre-qualified investors
HNWI, Family Offices and Institutions

Key Features

Two days of one-on-one meetings with UAE LP investors - in Dubai & Abu Dhabi

An opportunity to meet UAE institutional limited partner investors from the largest insurance companies and pension funds as well as high net worth individuals and heads of family offices

A forum to exchange ideas and strategies with UAE investors, other U.S.-based fund managers, and policy-makers from both the UAE and the United States

Introduce and promote U.S. PE, VC and Hedge Funds to UAE LPs

What are the cost benefits of participating in Trade Missions?

Testimonial

I thought the Trade Mission was one of the most unique fundraising assets I’ve ever seen. The ability to have 50+ warm leads provided over the course of 1 day is phenomenal. It would have been impossible for our fund to have done anything like this ourselves and I doubt any financial service organizations could have provided a stronger group. I would highly recommend the Trade Mission, not just because of the quantity of potential investors but the quality of investors.

– Maxx Bricklin, Principal, Bold Capital Partners, LP

  1. Without the trade mission format, it would be impossible to set up 30-40 LP meetings in one day with pre-qualified potential LPs. It would require multiple days and multiple trips. This is a major benefit in terms of dollars, time and energy saved.
  2. The same level of meetings would probably require a minimum of two to three trips to meet the same number of high-level people. These additional trips alone are equivalent to or will cost more than the Trade Mission in terms of airfare and hotel.
  3. A placement agent would also charge you a commission on your earned management fee and on your performance fee. There are no commissions charged on ANY investments you receive during the Trade Mission.
  4. There is a cost in time and energy involved in identifying prospects, securing contact info, contacting the prospects, convincing them to meet and then coordinating the schedule in an efficient manner. The Trade Mission takes place on one day and all the LPs come to your hotel. This is a major advantage and a significant save in time, expense and opportunity cost. As we all know, "Time is Money".

Event Co-Chair(s)

Rupert DeLaszlo, Head of Business Development & Investor Relations, Digital Alpha

Prior to joining Digital Alpha, Rupert was the Founding Partner of Prosperitas Capital, a Private Investment Office that invested across a range of asset classes on an opportunistic basis. He also advised a number of top tier fund managers in a range of asset classes including Private Equity, Infrastructure, and Credit in the United States, Europe, the Middle East, and South America

Rupert was previously The Head of the Middle East for bfinance, the asset advisory firm where he generated a number of $1B+ mandates for clients including SWF’s, Endowments, and Family Offices 

Rupert started his finance career at Salford, an emerging markets Private Equity Fund focused on acquiring controlling stakes in attractive but overlooked assets such as Borjomi, the largest mineral water company in Eastern Europe.

Rupert previously worked in the technology sector as Head of Europe for Sonic Foundry a streaming media company, and studied Business Management and Economics at the University of Tennessee.

About Digital Alpha

Digital Alpha Advisors, LLC is an investment firm focused on digital infrastructure and services required by the digital economy with total assets under management of over $1.5B. The firm has a strategic collaboration agreement with Cisco Systems, Inc. As part of this agreement, Digital Alpha has preferred access to Cisco’s pipeline of commercial opportunities requiring equity financing. In addition, Digital Alpha has cultivated strategic partnerships with other Silicon Valley technology leaders, with whom it has already executed deals.  Digital Alpha believes that it is the first firm focused on making private equity investments in the significant growth opportunities required to underpin the Digital Economy, including smart cities, next generation broadband networks, and enterprise data management and communication solutions. Digital Alpha was founded in 2017 by Rick Shrotri, former Head of the Global Infrastructure Funds (GIF) team at Cisco, and closed its latest Fund – Digital Alpha Fund II, LP – in early 2021.  For more information, please visit www.digitalalpha.net

Adrian Harris, Co-Founder and Principal, Freedom Asset Management Limited

Adrian is Co-Founder and Principal of Freedom Asset Management Limited, set up in 2014.

Freedom has 3 business lines: (1) Family Office and Private Client Investment Management, (2) Institutional Distribution, with a particular focus on Emerging Market equities and VC, and (3) Managed Fund Solutions through in Guernsey, ADGM and Luxembourg.

Adrian is Senior Executive Officer of Freedom’s business in ADGM and heads up the Client Division overall working directly with Sovereign Wealth Funds, Institutions, Family offices and Private Clients.

Prior to Freedom, Adrian spent 5 years at Renaissance Asset Managers as Head of Distribution for their Emerging Markets investment management business.  Adrian came to Renaissance from Schroders where he headed their client business in Central and Eastern Europe and the Mediterranean region.  The previous 9 years had been spent at BlackRock and its predecessor firm, Merrill Lynch Investment Managers, as Chief Operating Officer for International Retail Business and Head of Central and Eastern European Sales respectively.

Adrian was awarded a First Class honours degree in European Management Science (France) from Swansea University.

Adrian is a British citizen and resides between Guernsey and Abu Dhabi.

Dr. Yana Leonova, Deputy GM & Head of Future Innovation Summit, The private Office and group of companies of Sheikh Saqer Bin Mohammed Al Qasimi

Dr. Yana Leonova holds a law degree from Russia, an MBA from the UK, and a PhD in Economics from Russia.

Dr. Leonova’s experience includes various industries and countries worldwide with an extended experience in working with international UHNWI, VC funds, private equity funds, real estate developers, solid tech companies, and early-stage startups.
As a philanthropist, she supports education, the environment, and science.

Dr. Yana Leonova is a frequent speaker and a co-organizer of high-end events devoted to technology, including the G20 Foundation event in Hamburg 2017, 5 events held during Davos World Economic Forum 2020, and a governmental Future Innovation Summit Dubai 2021.

Her recent speaking engagements include lectures and keynotes at CC Forum 2021 Monaco, Mena Expo Dubai 2020,  Virtual Blockchain Summit 2020, Private Investor Dinner 2021, London Blockchain Foundation 2019, the Future Innovation Summit 2021, lectures about blockchain at the American University of Dubai.

Currently, Dr. Leonova is the Deputy General Manager and Head of the Future Innovation Summit for the Private Office of HH Sheikh Saqer Bin Mohamed Al Qasimi.

Dr. Leonova sits on various boards, co-founded the non-for-profit London Blockchain Foundation, and represents UHNWI Swiss Business Club in the UAE.

Dr. Leonova is a British/Russian national multilingual in English, German, Russian and Italian, with conversational French.

Vianney Mathonnet, Director of Family Office, Kappafrik Group
Mr. Mathonnet is a French national, based in Dubai, UAE. He serves as Director of Family Office for Kappafrik Group, the Single Private Family Office with interests in Energy and Infrastructure in Africa. In West Africa, he spearheaded the expansion of Kappafrik Group Family Office and lead several M&A and RTO. He is a Director at the Board of multiple public and private companies all involved in direct investments on the African continent such as Kapower, the VC Investment Cooperative accelerating digitalization in Emerging Markets, and Reservoir Capital Corp. (REO.CNinvesting in baseload clean power assets. Mr. Mathonnet is an advisor to Adanian Labs, a pan-African incubator specialized in Blockchain, AI, and smart technologies and has undertaken various investments as an angel investor.
Mr. Mathonnet holds a BSc in Management and is a Certified Financial and Modelling Analyst.
Kappafrik Group
Kappafrik Group is Single Private Family Office with interests in Energy and Infrastructure in Africa. The Group transitioned from a portfolio heavily invested in the Oil and Gas industry to having a greater focus on baseload clean power assets in Africa.
Dr. Mark Mobius, Partner, Mobius Capital Partners

Dr. Mark Mobius is synonymous with emerging and frontier markets investing with a reputation as one of the most successful and influential money managers over the last 30 years.

In May 2018, he founded Mobius Capital Partners with two former colleagues. The firm uses a highly specialized active investment approach with an emphasis on improving Environmental, Social, Governance and Company Culture (ESG+C) standards in emerging and frontier market companies. 

Prior to this, Dr. Mobius spent more than three decades at Franklin Templeton Investments, most recently as Executive Chairman of the Templeton Emerging Markets Group. Under his leadership, the group’s assets under management grew from US$100 million to a whopping US$50 billion having launched numerous funds focused on Asia, Latin America, Africa and Eastern Europe.  

Dr. Mobius has also contributed to developing international policies for emerging markets. He served on the World Bank’s Global Corporate Governance Forum as a member of the Private Sector Advisory Group and as co-chairman of its Investor Responsibility Task Force in 1999.

 

He earned his Ph.D in Economics from MIT in 1964 and has studied at Boston University, University of Wisconsin, Syracuse University, Kyoto University and the University of New Mexico.

Dr. Mobius has won numerous industry awards and has authored a dozen books, including his most recent and timely, The Inflation Myth and The Wonderful World of Deflation. Some of his books have been translated into several languages, a testament to his global reach and influence.

He also shares his expertise and knowledge on emerging markets through his frequent media appearances on global networks including Bloomberg, CNBC and Fox Business. 

 

List of published books:

  • The Inflation Myth And The Wonderful World of Deflation (2020)
  • Invest for Good (with co-authors Carlos Hardenberg and Greg Konieczny, 2019) 
  • The Little Book of Emerging Markets (2012)
  • Bonds – An Introduction to the Core Concepts (2012)
  • Foreign Exchange – An Introduction to the Core Concepts (2009)
  • Mark Mobius – An Illustrated Biography (2007)
  • Mutual Funds: An Introduction To The Core Concepts (2007)
  • Equities: An Introduction To The Core Concepts (2007) 
  • Passport to Profits (1999/2012) 
  • Mobius on Emerging Markets (1996)
  • The Investor’s Guide to Emerging Markets (1994)
  • Trading with China (1973) 

List of industry awards:

  • Life Time Achievement Award in Asset Management (2017) Global Investor Magazine
  • 50 Most Influential People (2011) Bloomberg Markets Magazine
  • Africa Investor Index Series Awards (2010) African Investor
  • Top 100 Most Powerful and Influential People (2006) Asiamoney
  • Emerging Markets Equity Manager of the Year (2001) International Money Marketing
  • Ten Top Money Managers of the 20th Century (1999) Carson Group survey 
  • Number One Global Emerging Market Fund (1998) Reuters Survey 
  • First in Business Money Manager of the Year (1994) CNBC
  • Closed-End Fund Manager of the Year (1993) Morningstar
  • Investment Trust Manager of the Year (1992) Sunday Telegraph
Peter Bálint, Investment Director, Ivan Chrenko Family Office

Peter is an investment professional with 20+ years of experience in credit, private and public equity markets, and alternative investments. He started his career at Erste Bank, Vienna, working in several areas from the banking book fixed income portfolio management to alternative investments, where he was a co-founder of the first sub-Saharan Africa and MENA focused Fund of Hedge Funds. After leaving the bank, Peter ran a boutique investment firm focused on renewable energy projects in the Central and Eastern Europe and opportunistic investment across various asset classes. In 2019 Peter joined Ivan Chrenko Family Office, where he is responsible for the investments into the later stage private companies in the US and the Nordic region, public equity market allocation and alternative investment strategies.

Ivan Chrenko Family office is a family office of the wealthiest Slovak individual – Ivan Chrenko. The family office predominantly invests in the later stage private companies in the US and Northern Europe with focus on software, fintech, adtech, edtech and cleantech. Ivan Chrenko is a majority shareholder in HB Reavis, which is one of the largest commercial real estate developers in Europe headquartered in Bratislava, Slovakia.

LP Participant Profile

LPs will be invited by our co-chairs and the U.S. Embassy in the UAE. We expect strong attendance from more than thirty highly qualified pension funds and insurance companies, banks, single- and multi-family offices, wealth management advisors, and high net worth individuals that either have exposure to U.S. alternative assets or have expressed an interest in doing so in the future. This Certified Trade Mission will provide you the opportunity for one-on-one meetings with each LP in attendance. The LP list will be qualified further once the U.S. delegation is selected to ensure compatibility with the U.S. Funds attending.

Agenda

November 28, 2022

  • Arrival in Dubai
  • 3:00 pm

    Check in at the Shangri-La Hotel in Horizon Level Deluxe Rooms
  • Overnight at the Shangri-La Hotel in Dubai

November 29, 2022

  • 12:30 pm - 1:00 pm

    Registration, networking and Buffet Lunch
  • 1:00 pm - 5:30 pm

    Members of the U.S. delegation will meet in one-on-one meetings with investment professionals from Dubai's institutional investors and family offices
  • 5:30 pm - 7:30 pm

    Dinner hosted by the U.S. Embassy for the members of the U.S. delegation and UAE investors
  • Overnight at the Shangri La Hotel in Dubai

November 30, 2022

  • 7:30 am - 9:30 am

    Travel to Abu Dhabi
  • 9:30 am - 10:00 am

    Registration and networking in the Al Maryah ballroom
  • 10:00 am - 2:00 pm

    Members of the U.S. delegation will meet in one-on-one meetings with investment professionals from Abu Dhabi's institutional investors and family offices
  • 2:00 pm - 3:00 pm

    Buffet lunch and informal discussion continues with U.S. fund managers and investors
  • 3:00 pm

    Trade Mission Ends
  • Overnight in a Deluxe room at the Four Seasons Hotel, Abu Dhabi

*The government of the United States, particularly the US Department of Commerce and the US Embassy is not involved in selecting or recruitment for this mission. Such selection and recruitment is strictly left to the mission organizer. The US and foreign commercial service supports the goals of this event but does not endorse the specific products or views of the participating organization.

Registration

Attendance is by invitation only. The quantity of fund manager participation is strategically limited to maximize the level of overall access and one on one meeting opportunities with our foreign institutional investor attendees. Since space is limited, we encourage you to register immediately to reserve your spot.

Please email irwin@trademissions.org for information on the fees to attend.

Included in your certified trade mission fee are the following:

Reception with the U.S. Embassy and the UAE LP investors

Two days of LP meetings in two cities - Dubai & Abu Dhabi

Deluxe accommodations: The Shangri-La Hotel in Dubai and the Four Seasons in Abu Dhabi

Breakfast and Lunch on Tuesday November 29 and Wednesday November 30th

All food and beverage during the meetings

Dedicated on site team for you while in Dubai & Abu Dhabi

Complete Conference program, including one on one meetings arranged with the UAE's leading institutional investors

Profile book with background and contact information on all LP attendees

Accommodations

Dubai

Shangri La Hotel
DIFC, off Sheikh Zayed Rd
Dubai, United Arab Emirates
+971 (4) 343 8888

Check In: Monday, November 28, 2022 after 3:00 PM
Check Out: Wednesday, November 30, 2022 at 12:00 PM

Abu Dhabi

Four Seasons Hotel Abu Dhabi at Al Maryah Island
Abu Dhabi Global Market Street – Second
Al Maryah Island
Abu Dhabi, United Arab Emirates
+971 (2) 333 2222

Check In: Wednesday, November 30, 2022 after 3:00 PM
Check Out: Thursday, December 1, 2022 at 12:00 PM

 

Application

Cancellation Policy
The cancellation policy is as follows:

Within 30 days of registration: 75% refund
31-60 days after registration: 50% refund
More than 60 days after registration: No refund