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25 April 2019  Lagos, Nigeria

Wealth and Society West Africa 2019

Transforming the World We Share



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Wealth and Society West Africa 2019

Wealth and Society West Africa 2019 is a platform created to gather a high-level audience to showcase and recognise the positive impacts that they have been creating in society. It’s also intended to help us start thinking of where wealth will be generated and how we can participate in for the benefit of mankind and our shared future.

Featuring thought leaders on philanthropy and impact investment

Dialogues on trends that are transforming how wealth is generated and preserved for the betterment of society

Network with wealth experts from around the globe

If you would like to use your wealth to be relevant to society and take advantage of all the innovations in wealth creation, this conference is for you.

Event Details

Transforming the world that we share

Though huge parts of Africa remain locked in extreme poverty, it’s impossible to miss the emergence of high net-worth individuals (HNWI). In Nigeria, Africa’s largest state both by population and size of the economy, the number of HNWI has more than quadrupled in the last 10 years. Ivory Coast, Algeria and Ghana are other West African countries that have experienced a high increase of the rich population. However, during 2018, a considerable proportion of HNWI have been also migrating to other regions like the UK, US, France, Switzerland, the UAE and South Africa. Safety concerns have deterred investment and discouraged wealthy people from staying in countries like Nigeria.

As far as wealth management, traditional asset management is expanding aggressively across Africa, in particular the mutual fund industry. The global rise in the volume of investable assets, which has taken place over the last two decades, is set to continue to increase in the future and investable assets are set to be significantly higher in 2020. A number of banks have set up their own asset management subsidiaries in a bid to push their own proprietary products. Some of these banks are also seeking cooperation with foreign asset managers to promote their African investment strategies in other parts of the world in exchange for promotion of other asset managers’ investment strategies in Africa.

On the other hand, sovereign wealth funds (SWFs) can fill existing funding gaps until the legal frameworks of African countries develop sufficiently to make them appealing to other investors. And the fact that most of the funds use a proportion of their assets to make impact investments domestically or regionally suggests that they will become big players in local markets.

Wealth & Society West Africa 2019 will bring together a wide range of high-profile senior executives, retail banks, asset management companies, influential investors, sovereign wealth fund directors, philanthropists and other industry professionals to discuss the current situation of the wealth management industry, analyze the obstacles it’s facing and foreseeing new opportunities. We will also have case studies and learn how to use your wealth to be relevant to society. Wealth & Society West Africa is the perfect leading platform for insight sharing, networking with wealth experts, and strategic planning for all wealth landscape players.

  • A general overview of the wealth in West Africa
  • Workshop – Building an impact investing portfolio
  • West Africa’s HNWI seeking impact investing and philanthropy
  • Wealth creation for the upcoming generations
  • High-net-worth individuals who are serious in the deployments of wealth into impact investing
  • Private bankers and family offices
  • Foundations and philanthropic organizations
  • Digital wealth and technology startups
  • Professional service providers, lawyers and accountants
  • And anyone who is interested in redefining wealth
The growth of a new era in China as a force for good

The strengthening of Chinese economy has meant a rising in the accumulation of private wealth, and a notable diversification of this money, with the wave of high net worth individuals spreading across major cities and coastal areas.China, along with the US, Japan and Germany, is one of the four largest markets for millionaires, accounting for 61% of the 18.1 million HNWIs around the world.

Yet, this wealth is in the process of the greatest wealth transfer in human history: $60 trillion will be inherited over the next 50 years.The Gen Xers and millennials who will be inheriting most of these fortunes have already begun implementing new methods to the way they do business, how they invest, and how they generate social impact. A shift that will have an impact not only in the country but in the world.

Wealth & Society China 2018 is organized by the Wealth & Society Programme to help us start thinking of where wealth will be generated and how we can participate in for the benefit of mankind and our shared future. A platform created to gather a high-level audience of international and local leaders in business, government, technology, philanthropy and academia to showcase and recognise the positive impacts that they have been creating on society.

  • The rise of China’s wealth, new rules and its impact on society
  • Key challenges that China’s HNWIs are currently facing
  • Impact investing and philanthropy in China
  • The rise of women and millennials as leaders in the country
  • Technology for good – Achieving sustainability goals through innovation
  • Shift in priorities for China’s HNWIs investments portfolios – Wealth comes with great responsibility
  • High-net-worth individuals who are serious in the deployments of wealth into impact investing
  • Private bankers and family offices
  • Foundations, philanthropic organizations, and charities
  • Digital wealth and technology startups
  • Professional service providers, lawyers and accountants
  • Independent institutions serving for HNWIs, including but not limited to wealth management companies, insurance companies, trust companies, securities, law firms, tax agents.
  • Healthcare companies, luxury brands, overseas education consultancies and overseas property agencies
  • Investment specialists, product designers, financial planners, portfolio managers and senior relation managers

Speakers and Moderators

Attahiru M. Maccido
Director,
Buraq Capital
Toyin F. Sanni
Group Chief Executive Officer,
Emerging Africa Capital Group
Temitayo Ade-Peters
Chief Executive Officer,
WeForGood
Meghan Curran
West Africa Director,
Acumen
Temilade Denton
Social Impact and ESG Manager,
Alitheia Capital
Kabir Kabo Usman
Director General,
Centre for Management Development
Ayomide Akindolie
Senior Consultant,
Dalberg
Urs Bolt
Advisor,
Wealth & Society Programme
Gordian Gaeta
Chairman,
Wealth & Society Programme.
Mr. Urs Bolt
Advisor,
Wealth & Society Programme

Mr. Bolt has more than 25 years of experience as a senior banker working in the financial services industry, most recently at Credit Suisse. He focuses on wealth management, investment banking, risk & regulation, and financial technology business and his expertise centres on developing and launching new digital business platforms and establishing prime services for high net-worth and ultra-high-net worth clients. His focus is to help financial technology (fintech) and regulatory technology companies and financial service providers review/refocus business strategies, develop products and markets, execute sales, scout for fintech solutions and start-ups, build business partnerships, and implement corporate structures and process.

MS. Toyin F. Sanni
Group Chief Executive Officer,
Emerging Africa Capital Group

Toyin F. Sanni is the chief executive officer at Emerging Africa Capital Group, a group she founded to provide a link between Africa and the international markets by facilitating the investment process for African entities, individuals and for investors interested in Africa’s attractive investment opportunities. Prior to that, she was group chief executive officer of a leading African investment banking franchise, United Capital (UC), where she was responsible for the supervision of three market leading subsidiaries and two divisions providing Investment Banking, Wealth Management, Asset Management, Trusts and Securities Services. She retired from UC after twelve highly successful years during which she led the company to win multiple awards for innovation, governance, dividend yield and as the best overall company on the Nigerian Stock Exchange at the 2017 Pearl Awards, at which Sanni also won the CEO of the Year Award, becoming the first female CEO to win in the 22 year history of the Award which ranks all Nigerian Public companies.

Meghan Curran
West Africa Director
Acumen

Temilade Denton
Social Impact and ESG Manager
Alitheia Capital

As the Social Impact and ESG coordinator at Alitheia Capital, Temilade Denton is responsible for identifying and realising opportunities for value creation and sustainability by ensuring coherence in the investment and impact objectives of the firm. Before Alitheia, Denton worked at the UNESCO headquarters in Paris as a project consultant responsible for content creation, editing, and translation of the e-learning tool “Women in African History”. As a Capstone Consultant at the same organisation, her research was on understanding the social impact of environmental change in the Gambia. At Growing Business Foundaion, Denton was a pogramme officer who managed projects that gave financial access to women and youth. She has also gained experience in policy and programmes at other institutions including the International Labour Organization (ILO), the Economic Community for West African States (ECOWAS), and the Centre for Public Policy Alternatives (CPPA). Denton is skilled in investment and policy analysis, strategy development, research, and project management.

Kabir Kabo Usman
Director General,
Centre for Management Development

Ayomide Akindolie
Senior Consultant,
Dalberg

Attahiru Mohammed Maccido
Director,
Buraq Capital

Attahiru Maccido is a director at Buraq Capital Ltd, a consultancy firm on Islamic banking and finance. He was the CEO of Lotus Financial Services Ltd, a subsidiary of Lotus Capital Limited; a pioneer Islamic Finance fund manager and investment adviser. Maccido was the head of the Northern Region of Lotus Capital Ltd. While with Lotus Capital, he left his footprints not only in the company but to the Islamic Finance Industry in Nigeria. Attahiru was instrumental in structuring first Nigerian private Sukuk Al-Istisna issued by Lotus Capital in 2010. He also constructed and managed the first Lotus Islamic Equity Index from 2009 to 2012. Attahiru led the Lotus Team that structured Osun State Government Sukuk, the first public Sukuk issued in Nigeria, Maccido is currently active in FGN debut Sukuk under the umbrella of Buraq Capital. He also worked with the Securities and Exchange Commission (SEC) from 2002 to 2006.

Amira Elmissiry-Sulai
Chief Equity and Catalytic Investment Officer, Private Sector Operations,
African Development Bank

MS.Temitayo Ade-Peters
Chief Executive Officer,
WeForGood

Temitayo Ade-Peters is currently the chief executive officer at WeForGood International, a nonprofit organisation she founded to champion the emergence of a new crop of African leaders who are committed to its sustainable development. The WeForGood community brings people together with its own platform to act on causes we care about, employing technology as an enabler for effective citizenship, collaboration and participation in fulfillment of the Sustainable Development Goals (SDGs). Ade-Peters also leads the programmes and communication and training efforts at the consulting arm of WeForGood, which supports companies in building purposeful and profitable businesses. Prior to her current role, she has led the Corporate Social Responsibility (CSR) and sustainability efforts at a leading Exchange in Nigeria and, before that, she was head, CSR at one of the top banks in the country. Ade-Peters is an award-winning sustainable development consultant and an eco-segment leader with close to 15 years of experience in the operations, communications and sustainability fields.

Gordian Gaeta
Chairman,
Wealth & Society Programme.

Gaeta has been a banking consultant for around 25 years, and is one of Asia’s leading banking consultants and risk control experts. He has advised and served many of the leading financial services organisations across Asia and close to half of the top 100 banks worldwide. He specialises in developing and implementing analytical solutions for complex strategic issues in financial services-related industries undergoing significant change or being exposed to intricate risk issues.

Gaeta has published around 20 articles on banking and financial services and several books, notably “Frontiers in Credit Risk” and “Opportunities in Emerging Markets”. He is also a regular speaker on the international conference circuit, and a Guest Lecturer at several universities.

Emmanuel Daniel
Chairman, The Asian Banker

Founder of The Asian Banker, the most respected provider of consulting and intelligence in the financial services industry in the Asia Pacific region and other emerging markets. Mr. Daniel has led it to become a combination of leading industry research, publication and consulting house, with a strong reputation worldwide.

AGENDA

13:30

A general overview of the wealth in West Africa

Welcome Note:

Gordian Gaeta, Chairman, Wealth & Society Programme

Opening Speech on “Wealth in Africa: Prospects and Challenges” by Ms. Toyin F Sanni, Chief Executive Officer, Emerging Africa Group, Investment Banker, Lawyer, Chartered Secretary, Stockbroker, and Author with over thirty years of experience in Finance, Investment Banking and Investor Services

West Africa’s number of high net-worth individuals (HNWI) has been increasing in the recent years. The wealth sector is facing new opportunities but there are also some challenges needed to be addressed. The main factors threatening wealth creation over the past decade include succession and inheritance, wealth taxes and the global economy. In this opening session we talk with experts about the current wealth management landscape challenges and perspectives for the near future.

  • Analyzing appropriate and innovative ways to address the challenges present in the current wealth management and private banking system
  • What do regulators and financial institutions need to do to stop African HNWI migrating or bringing their funds to foreign destinations such as the UK, Switzerland or Dubai?
  • The introduction of technology and innovations in the wealth management industry
  • How to achieve successful family transitions and succession planning
  • Wealth creation for upcoming generations
  • The impact of Trump’s America First on Africa

Panellists include:
Toyin F Sanni, Chief Executive Officer, Emerging Africa Group
Attahiru Mohammed Maccido, Director, Buraq Capital
Kabir Kabo Usman, Director General, Centre for Management Development


Session chaired by Gordian Gaeta, Chairman, Wealth & Society Programme

15:00

Impact Investing Showcase

Today, in the world of impact investing, social entrepreneurs and investors are in need of creative ideas, access to capital and talented teams to achieve goals. However, in many emerging markets, it’s difficult to register a business, get licenses, enforce a contract, and secure property rights, among other challenges. This session includes case studies from impact investing players in Africa demonstrating outstanding creativity and potential in the market in the following areas:

  • How to face risk when developing an impact investing strategy
  • Identifying and executing deals that yield financial, social and environmental returns
  • Using technology to redefine the future of impact investments

Speakers and panellists include:
Meghan Curran ,West Africa Director, Acumen
Temilade Denton ,Social Impact and ESG Manager, Alitheia Capital
Ayomide Akindolie ,Senior Consultant, Dalberg


Session chaired Gordian Gaeta, Chairman, Wealth & Society Programme

16:00

West Africa's HNWI seeking impact investing and philanthropy

There is a definite move in Africa to give back to society due to the limited resources available to the poor. The ultra-wealthy are increasingly interested in leaving a legacy and providing more for society at large through philanthropic activities, which can be undertaken with higher levels of confidence.

  • Main barriers and opportunities in deploying impact investment
  • Beyond impact investing: creating employment and empowering future generations by building new businesses
  • Policies and regulations shaping the ecosystem for impact investing
  • The new era of African Philanthropy: itscentral rolein the country development and the government policy processes
  • Adopting best practices from the more developed markets and searching for more innovative and quality investments
  • Regional perspectives on how high net-worth individuals give back to society

Speakers and panellists include:
Temitayo Ade-Peters, CEO, WeForGood
Meghan Curran,West Africa Director, Acumen


Session chaired Urs Bolt, Advisor, Wealth & Society Programme

13:30

Opening

Welcome Note

Opening Keynote
Dr. Zhang Guangping
, Member of CBIRC Shanghai Preparatory Office

International Keynote: A personal journey creating value for both business and society
Dr. Harley Seyedin
, President, Allelon Energy Partners, Winner of 2017 Oslo Business for Peace Award

ESG investing in China
Dr. Tzu-Kuan, Chiu, , Professor, Shanghai Advanced Institute of Finance, Shanghai Jiao Tong University. A distinguished educator in the financial services industry with focus on ethics. Prof. Chiu has completed exceptional research in impact and sustainable investing, as well as microfinance and corporate social responsibility. She will share with us more about ESG investing in China and her views of where the country is heading in the upcoming years.

The rise of China’s wealth, new rules and its impact on society
The strengthening of the Chinese economy has meant a rising in the accumulation of private wealth, and a notable diversification of this money, with the wave of high net worth individuals spreading in major cities across the country and bringing a new era of wealth creation.

  • Challenges and opportunities of China’s new regulations in wealth & asset management

  • What are the key changes the Chinese wealth management industry is undergoing?

  • Impact investing and philanthropy in China


Panellists:
Dr. Harley Seyedin, President, Allelon Energy Partners, Winner of 2017 Oslo Business for Peace Award
Dr. Tzu-Kuan Chiu, Professor, Shanghai Advanced Institute of Finance, Shanghai Jiao Tong University
Steven Zhang, Chief Economist and Head of Research, Morgan Stanley Huaxin Securities

Chaired by:
Dr. Gordian Gaeta, Chairman, Wealth and Society Programme & Pan Xilong, Associate Professor, Chinese Finance Research Institute of Southwestern University of Finance and Economics

15:00

Leaders paving the way – CEO Dialogue

Tang Ning, Founder and CEO of CreditEase and Emmanuel Daniel, Chairman of The Asian Banker will come together in a dialogue session, in which, we will hear more about how Chinese entrepreneurs can create a positive impact in society with their innovative ideas that are prepared to be long lasting.

16:00

Technology for good – Achieving sustainability goals through innovation

Technology and digital capabilities in the world we live today have undoubtedly unlocked opportunities in the realm of philanthropy and impact investing. The proliferation of blockchain, digital assets, artificial intelligence and the collaborative economy have disrupted the impact investment industry in ways that could allow better measurement of results and optimal use of resources. We hear from an expert on how technology is redefining the future of giving and how techpreneurs themselves engage in philanthropic actions.


Amy Tucker, Co-Founder & Chief Impact Officer, Sparrow, a new telecommunications provider dedicated to eradicating digital poverty in the United States, and former Technology Advisor, Bill and Melinda Gates Foundation.

16:15

Shift in priorities for China’s HNWIs investments portfolios – Wealth comes with great responsibility

As China has taken over from the US as the place where exceptional wealth is created at the fastest rate, as well as the young entrepreneurs and business women are emerging at a rapid pace, a profound transformation is occurring in China’s affluent view of wealth itself. They see an opportunity to tackle some of the societal challenges facing us today.

  • Family governance plans for the next decade and business succession

  • The rise of women and millennials as leaders in China

  • Younger HNWIs are the driving force behind the growth in philanthropy and sustainable investing

  • Using technology and wealth for social good


Speakers/Panellists:
Zhao Zhimin, General Manager of Shanghai Wealth Management Center, CITIC Trust
Amy Tucker, Co-Founder & Chief Impact Officer, Sparrow and former Technology Advisor, Bill and Melinda Gates Foundation.
Li Shuang , Partner and Attorney at Law, Dentons Law Firm

Co-chaired by:
Dr. Gordian Gaeta, Chairman, Wealth and Society Programme & Pan Xilong, Associate Professor, Chinese Finance Research Institute of Southwestern University of Finance and Economics

17:00

End of Conference

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Wealth and Society West Africa 2019

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Wealth and Society West Africa 2019

$990


 
  • Full Agenda (all stages)
  • Exhibit Hall & Cocktail Receptions
  • Exclusive Content Access Post Event
  • Mobile App - Instant Messaging
BUY NOW

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