Family Office Forum, Dubai منتدى دبي للمكاتب العائلية
The Family Office Forum Dubai is the annual meeting of Principals and genuine* Family Offices from the entire MENA region held in English.
6 - 7 February 2018: Join us at the annual gathering of Middle Eastern Principals, Family Offices and CIOs!
Top Family Offices, Principals and CIOs from the Middle East and beyond attending.
No product presentations or specific pitches - topics covered are key issues of Middle Eastern Principals and Family Offices, such as Family Governance and Next generation, Family Office Operations in an international context, or Tools. Why to have a Family Office, how to run it, and for example how to make money while doing good to society.
If you wish to participate as a speaker please contact us at firstname.lastname@example.org
Are you a Principal or Family Office*? Then we are delighted to welcome you and offer you privileged free admission! Simply contact email@example.com
Are you a genuine partner of, or solution provider to Middle Eastern Principals or Family Offices? Simply register online here.
Her Royal Highness Princess Tessy of Luxembourg
Since June 2003, She has been involved with the Luxembourg Army, where She has received training in a combat unit....................
She volunteered to take part in the United Nations Mission in Kosovo as part of the BELUKOS 13/15 detachment, from March to August 2004, being the only female member of Her draft. She received the UN medal of recognition for this mission. In 2005, She was posted to the Luxembourg Embassy in London. She took up a post at the Permanent Mission of Luxembourg to the United Nations in Geneva.
She received a diploma in the educational sector and several certifications in Psychology. After spending two years in the United States during which Princess Tessy studied occupational therapy the Princess has now moved to England, where she works in the “security and research” sector.
Princess Tessy is very much involved in charities and NGOs acting in favour of people with specific needs, She is actively taking part in charitable events in Luxembourg as wells as in London. It is five years now that she has joined, as an active member, the Luxembourg “Groupe de Support Psychologique” (GSP).
Princess Tessy graduated from Richmond, the American International University in London with a BA in Art in International Relations. She got awarded 5 times the ‘Deans’ List’ throughout her undergraduate career, which is a recognition of academic excellence. Princess Tessy achieved a first in her undergraduate dissertation that she wrote on the continuing trend of nationalism in Europe with the case study of Golden dawn in Greece. Moreover, Princess Tessy graduated from SOAS University with a MA in the field of International Studies and Diplomacy. She received a merit for her MA dissertation on Biological Terrorism and Violent Non State Actors.
In England, Princess Tessy works as a Director in an intelligence company. Princess Tessy has also launched her own NGO called Professors Without Borders and is the new patron of the United Nations Association.
Princess Tessy is also the Global Advocate for Young Women and Adolescent Girls at UNAIDS, is the newly appointed Patron for UNA-UK, and is an Associate Fellow at Chatham House, a globally recognized think tank patronized by the Queen in the center for Global health and security.
A keen sportsperson, Princess Tessy regularly practices the following sports: swimming, scuba diving, spinning, skiing and hunting. She is a member of the Niederkorn Fanfare. She likes classic and contemporary music and is particularly interested in jazz. She regularly attends conferences and seminars on "psychology and social development", topics she also enjoys reading about most. In addition to Her native Luxembourgish, she also speaks fluent French, English and German.
On 29 September 2006, she became Tessy de Nassau when she married Prince Louis of Luxembourg. The princely couple has two sons, Prince Gabriel, Michael, Louis, Ronny of Nassau and Prince Noah Etienne Guillaume Gabriel Matthias Xavier of Nassau. H.R.H. the Grand Duke granted the title of Princess of Luxembourg, Princess of Nassau and Bourbon-Parma to the wife of Prince Louis on 23 June 2009, Luxembourg's National Day. In 2012, Princess Tessy received the Order of Civil and Military Merit of Adolph of Nassau. In 2016, Princess Tessy received the Mrongovius medal of recognition for her work on spreading humanistic ideas globally.
His Excellency Hani Rashid Al Hamli
Dubai Economic Council (DEC)
His Excellency Hani Rashid Al Hamli is the Secretary General of the Dubai Economic Council (DEC) since 2006.
Prior to his service at DEC, Al Hamli held a number of senior positions in......
various government and private entities in Dubai such as the Executive Council-Government of Dubai, Dubai Chamber of Commerce and Industry, Investment & Development Authority, and Emirates Bank Group, among others.
Al Hamli strongly believes in the vital role of the strategic partnerships and alliances with local and international entities in order to exchange knowledge, advice and expertise in various issues of common interest. To that end, DEC has collaborated with a large number of governmental entities at both federal and local levels, world’s leading think tanks; and top companies from China to the North America. These collaborations are inclusive of enhanced coordination and unified visions in many areas. China Council for the Promotion of International Trade (CCPIT), the U.S. Ex-Im Bank, and the US-UAE Business Council, Standard Chartered, and Deloitte are among those entities that DEC linked in partnership projects with.
Mr. Hani launched several critical initiates over the last years aimed to realize the DEC’s vision and objectives. In 2008, Al Hamli initiated ‘Dubai Competitiveness Center’ (DCC). Al Hamli also initiated ‘Global Financial Alliances’ that aims to turn DEC to a platform that brings together the major Export Credit Agencies (ECAs), international financial institutions, and related-service providers to provide smooth and timely credit and guarantees to the Government-related Entities (GREs) and major private entities to help implementing the large-scale infrastructure development projects. Among the major ECAs that DEC signed MOUs with are: ($5billion) US Ex-Im Bank, China Development Bank (CDB), in addition to the Ex-Im banks of Mexico, Italy, India and Germany, and many others are in the pipeline. Additionally, Al Hamli initiated the “clusters development” and “macroeconomic modelling” for Dubai’s economy.
Mr. Al Hamli has received many awards and certificates of appreciation from several high-caliber institutions around the world. In 2014, the University of the Chinese Academy of Sciences (UCAS) awarded him an Honorary PhD, Visiting Professor title at its Research Center for China Enterprise Management and Entrepreneur Supervisor. Also, in 2015 and for the second year in row, Al Hamli has been chosen by the Board of Trustees at Tatweej-Excellence Awards Academy and the Arab Organization for Social Responsibility as one of the best leading figures in the level of the UAE in recognition of his achievements and initiatives in many areas, which left footprints of successes. Al Hamli is an associate member of many forums and associations where he has participated as a keynote speaker in many hi-ranking regional and global events. Some of these include the American Economic Association (USA), World Competitiveness Forum (Spain), World Economic Forum (Switzerland), Economic Research Forum (Egypt), Board member of Trustees at the Kuwait Centre for Knowledge Economy (Kuwait), the Annual Investment Meeting-AIM (UAE), British Business Group (UAE), and Young Arab Leaders (UAE) to name a few. He is also a Member of Board of Directors: Oman Insurance Company (UAE), Kuwait Center for Knowledge Economy (Kuwait) and The Competitiveness Institute-TCI (Finland). Recently, Al Hamli becomes a member of the British Business Group, Dubai & Northern Emirates (BBG).
Mr. Al Hamli holds a Degree in business administration, Higher Colleges of Technology, (UAE). He has been also trained in several reputable international colleges and institutes: LSE (UK), IMD (Switzerland), Harvard (USA), INSEAD (France), Dubai School of Government (UAE).
British Ambassador to the UAE
Philip Parham joined the Foreign & Commonwealth Office (FCO) in 1993 after working for ten years as an investment banker with Morgan Grenfell and then Barclays de Zoete Wedd...........
He spent six of those ten years in Japan, and was a Director of Barclays de Zoete Wedd Limited before switching careers.
Ambassador Parham’s first FCO job was Head of Pakistan/Afghanistan Section from 1993 to 1994. In 1995 he was Private Secretary to the FCO Minister covering Americas, South and South-East Asia, Public Diplomacy, Consular & Visa work and (in the House of Commons) Africa and International Development. He served for a short period in the FCO Policy Planning Staff before serving in the British Embassy in Washington covering UN, Africa and Asia business from 1996 to 2000. At the start of the posting in Washington, he was seconded for 3 months to the US State Department’s East Asia & Pacific Bureau.
From 2000 to 2003, Ambassador Parham served in Riyadh, as Director Trade & Investment for Saudi Arabia. On return to London, he was Head of the Iraq Operations Unit 2003-2004, then Head of Counter-Terrorism Policy Department 2004-2006. He served as British High Commissioner to Tanzania 2006-2009.
Ambassador Parham was appointed Her Majesty’s Ambassador to the United Arab Emirates in July 2014. Previously he was the UK’s Deputy Permanent Representative to the United Nations in New York.
His wife Kasia is a teacher and writer. They met at Oxford University and now have 2 daughters and 5 sons
Senior Vice President
Dubai International Financial Centre
Mr. Hajjiri is the Senior Vice President, Legal Affairs, at Dubai International Financial Centre (DIFC) since November 2016.....................
Prior to joining DIFC, Mr. Hajjiri was the Director of Legal Policy at Dubai Economic Council (DEC), Government of Dubai and an appointed member in the Economic Legal Review Committee/Supreme Legal Committee by His Highness Sheikh Maktoum bin Mohammed bin Rashid Al Maktoum, Deputy Ruler of Dubai and Chairman of Dubai’s Supreme Legislation Committee. He was also appointed as a member in the Strategic Committee at the United Arab Emirates University Science & Innovation Park to participate among other responsibilities, the review of the admission process to the University programs, tracking progress and challenges and evaluating success. He also contributes heavily to the newly established SME incubator at the University. Most recently he was also appointed in the Advisory Board of the American University of Dubai IBM Center of Excellence for Smarter Logistics.
Mr Hajjiri has over 21 years of experience working in corporate and public sectors. He is a senior IP/Corporate lawyer by background. He is experienced in building strong relationships at senior levels of the private sector, government, civil society and funders in order to deliver a broad range of programmes, working in the Middle East, GCC, United States and Canada. For over sixteen years, Mr. Hajjiri has been based in the Gulf working with high-level stakeholders in the legal industry, family business and government sector leading reform programmes to improve laws and regulations, competitiveness and increase transparency and public awareness to increase capacity and implementation of best practices.
Mr. Hajjiri has been focusing on legal and regulatory matters at both local and federal levels including free zones that effect Dubai’s economy and competitiveness. He has contributed to the development of legal strategies by providing policy recommendations that are the culmination of extensive research and collaboration with public and private sector representatives both locally and internationally. Mr Hajjiri works very closely with the key local and federal departments.
Mr. Hajjiri has established a global advisory network to benefit from the best practices worldwide. He has launched several initiatives and worked on numerous projects, including among others SMEs, innovation and creativity, family owned businesses, commercial companies law, foreign direct investment, corporate governance, financial restructuring and insolvency.
Mr. Hajjiri works closely with international organizations such as the World Bank, IMF, China Development Bank, UNDP, INSOL, UNCITRAL, WIPO and many others.
In recognition of his exceptional accomplishments, Mr Hajjiri was awarded the “Best Professional Achievement Award” for the years 2012 and 2014. Mr. Hajjiri has also established the DEC’s Corporate Social Responsibility Department “CSR” to implement strategic initiatives with the private sector.
Prior to joining the public sector, Mr. Hajjiri was the Regional Chief Legal Counsel for a large family owned business advising on strategic planning, corporate governance, and managing all legal matters including structuring and restructuring of the holding companies and subsidiaries. Mr Hajjiri is a registered and licensed arbitrator with Dubai International Arbitration Center in addition to being a proficient mediator.
Mr. Hajjiri holds Master’s degree in law from the USA, and is now preparing for his Phd in commercial law, Family Owned Businesses. In addition to speaking in many local and international conferences, Mr Hajjiri has published many articles and edited several books through well-known publishers including the last two books published in 2016 by Palgrave Macmillan in the UK, “Global Insolvency and Bankruptcy Practice for Sustainable Economic Development, General Principles and Approaches in the UAE and International Best Practice.”
Jamie Lowther Pinkerton
Jamie Lowther-Pinkerton recently retired as Principal Private Secretary to The Duke and Duchess of Cambridge and Prince Harry (2005-14)...................
Prior to that he spent five years in the security sector, designing security solutions for Not-for-Profit organisations operating in hostile environments. He co-founded Objective Team, a company training journalists and others working in hostile environments.
Previously, he was an officer in the British Army, serving in the Irish Guards (79-87), the SAS (87-95) and as an operations officer working for the Chief of the Defence Staff (95-98). He is a trustee of the HALO Trust, the world’s largest humanitarian mine- clearance charity, and the Royal Foundation of The Duke and Duchess of Cambridge and Prince Harry.
He is a Deputy Lieutenant of Suffolk, an Honorary Master of the Bench at Middle Temple and an Extra Equerry to The Duke of Cambridge.
Dr. Lina Kouatly
Lunatus Marketing and Consulting
Dr Lina Kouatly established Lunatus after 15 years of senior management and strategy positions with various multinational pharmaceutical companies.......
She has great knowledge and understanding of the versatility of the region coupled with needs of multinationals planning to launch their business in the region. She graduated with a B.SC, PHD degree in pharmaceutical science and masters in business administration.
Among Dr. Lina’s achievements are : Building the Novartis Consumer Health business in the area, and growing it both horizontally and vertically to be top player in the OTC market , Building Lunatus to be among the top SME’s in the region, Securing top market share for Lunatus partners launched products for the last three years.
In addition Dr. Lina is affiliated in numerous professional organizations: Member of the Board of Directors of several Large diversified portfolio GCC companies, Board member at the Dubai Rotary Club, Member at the American , Canadian and Swiss business councils, Member of the Harvard Alumni in the Gulf region.
Abdulrahman Al Ghurair Group
Aroop is a qualified Management & Finance Professional with 25 years’ + rich experience having held Senior Management level positions in India, India Sub-continent, Middle East, Turkey, Asia Pacific..........
He has extensive exposure to the ME Region, including setting up legal entities in Jordan, Iraq, Afghanistan, Qatar, Kuwait and Turkey.
Aroop has during his tenure with Abdulrahman Al Ghurair Group ability to establish and maintain positive working relations with external agencies such as best of local as well as international banks, NBFCs, investment analysts, auditors, legal experts and other financial institutions.
Highly IT savvy, he has excellent exposure in implementation of top IT systems such as SAP, Oracle within the organization.
IOME Family Office
Ida Beerhalter is heading IOME, a private investment partnership of women principals from the Gulf with its head office in Riyadh, Kingdom of Saudi Arabia. Additionally she currently serves as member of the Board of Trustees of Astia, USA......
a unique not-for-profit organization build on a community of over 3000 experts dedicated to propel women’s full participation as entrepreneurs and leaders in high-growth businesses, fueling innovation and driving economic growth, as member of the board of Trustees of First Light Trust, United Kingdom, a grass-roots, community-based charity which assists the 'hard to reach' veterans by providing physical, emotional and psychological aid, as Investment Partner at MedXperts, a Germany-based investment and consulting firm with the focus in the HealthTech and Life Sciences Sectors, as Investment Advisor at Bellwald Partner GmbH, Switzerland, the investment arm of a multi family office, as Strategic Advisor to Impact Investment Partners LLP, United Kingdom, specialized in investing in critical service sectors in emerging markets, as Advisor to Yunus Social Business GmbH, Germany, dedicated to setting up and investing in non-dividend companies created to solve sustainably social or environmental problems, as Member of the advisory board of Social Business Earth, Switzerland, dedicated to raise the awareness on Social Business and to create new social businesses that will benefit the poor and the disadvantaged in countries around the globe, as Advisor to Omnia Strategy LLP, United Kingdom & USA, a worldwide strategic 360° liaison agency for companies and investors, as Consultant to Shanghai Biomedical Enterprise LLC, Hong Kong, as Director Corporate Affairs at Cardionovum GmbH, Germany, specialized in Drug-Eluting technologies and biodegradable vascular scaffolds, and as Advisor to MedPrivee, Germany, which she co-founded in 2011. Ida is registered acquisition coach at High-Tech-Gruender-Fonds, Germany, which is managing two +250 mio € seed fonds and which has helped to start up more than 300 companies since 2005 in Germany, and serves as juror and coach at the European Venture Contest, which identifies each year the most promising European companies from the LifeSciences, ITC and CleanTech sector out of more than 700 companies.
Prior to her current roles she served as Investment Partner at Bellwald Partner GmbH, as Head of Business Development at NonWoTecc Medical GmbH, as Vice President Business Development at mNEMOSCIENCE GmbH, and as Director Business Development, Sales Manager and, Training and Education Manager at the KRAUTH group. Before joining the KRAUTH group, Ida served as European Marketing Manager at Medtronic Inc., and as Marketing Manager at both AVE GmbH and Cordis GmbH, the latter of which is where she started her career.
Leader Family Office Services, EY
Peter Brock is the Executive Director and Leader Family Office Services in Germany, Austria and Switzerland at EY, Ernst & Young GmbH Wirtschaftsprüfungsgesellschaft in Düsseldorf. ......
Since over 20 years Peter works in Investment Banking / SME Corporate Finance transactions and in Private Banking initially at Deloitte in London, the WestLB-Group, HSBC Trinkaus, Sal. Oppenheim and with IMAP M&A Consultants.
Since June 2012 Peter Brock set up the global and multidisciplinary services offering for Family Office Services at Ernst & Young. He advises Family Offices and entrepreneurial families regarding holistic services around tax and audit, but also setting up and structuring a Family Office, risk management / controlling, succession issues, family governance and M&A advisory or Real Estate transactions.
J Bradley Hall
Chairman and CEO
Icon Capital Reserve
J Bradley Hall - Chairman and CEO of ICON CAPITAL RESERVE SA and founder of a number of successful financial technology companies who enjoys a reputation as a........
focused, energetic entrepreneur. Brad is a thought leader with 29 years of finance, M&A, operational and fund management experience who has deployed disruptive new business models that challenge outdated and often vulnerable incumbents across cultures and geographies including: the Americas, Brasil, Western/Eastern Europe, the CIS and Asia.
ICON is a financial software company led by a management team with international finance, risk management, digital cryptography, governance and gold trading experience. ICON has launched AUREALS™ as a decentralized, digital method of exchanging value. Each AUREAL™ is denominated as a 1 gram weight and measure of physical gold, creating the most trusted exchange of value utilizing the most trusted store of value for 6000 years. AUREALS™ represent an historic breakthrough in applied mathematics and cryptography. They are sophisticated, proprietary DIGITAL BEARER BONDS™ built on the open source, ledger book protocols called the block chain that have been battle tested for 6 years. Creators and custodians of significant wealth can seamlessly transfer value into AUREALS™, which can be securely and discretely transferred anywhere in the world, in seconds.
The AUREALS™ denominated as a 1 gram weight and measure of gold, can be held as a store of value or exchanged for any other asset of value including currencies or allocated physical gold, which is stored in non bank vaults in free zones around the world including but not limited to Hong Kong, Shanghai, Singapore and Switzerland.
Founder - Wahaat
Partner - Nexia BT
Karl is a certified public accountant and holds a diploma in taxation. He graduated from the University of Malta with an honours degree in Accountancy in 1998.........
Upon joining Nexia BT as a manager he was involved in a number of accountancy projects, due diligence exercises and valuations. Karl was made partner of the firm in 2006 and in the same year was entrusted with negotiating the firm’s admission into the Nexia International network. He has since managed the firm’s Tax and International Client Services Department. In this position, Karl provides a comprehensive service to international clients with a specific focus on immigration, corporate services and tax advisory.
He frequently delivers presentations on various topics at Nexia International conferences, meetings and other seminars. Karl’s extensive knowledge of Malta’s tax system and structures together with his in-depth experience of residence and citizenship programmes have been catalysts for the firm’s rapid development in this area. His meticulous approach to detail coupled with an innate proficiency in identifying opportunities for tax efficiency have been key in establishing Nexia BT’s reputation as a specialist sought by people seeking Malta Citizenship or wishing to relocate to Malta. Karl is also one of the founders of Wahaat – family matters, a niche firm specialising in the setup of family offices and advisory services on relocation (citizenship and residence). Karl is a fellow of the Malta Institute of Accountants and the Association of Chartered Certified Accountants (ACCA) and a member of the Institute of Financial Services Practitioners and the Malta Institute of Taxation. He is also an accredited person/agent under the Regulations of The Individual Investor Programme (IIP) administered by Identity Malta. Wahaat is the official concessionaire chosen by the Government of Malta to promote the Malta Residence and Visa Programme (MRVP) in the Middle East.
Partner, Private Wealth team
Salpy Kouyoumjian is a Partner in the Private Wealth team at Boodle Hatfield, a leading London law firm. She has a strong international client base and specialises in providing international tax and structuring advice to Family Offices........
and ultra-high net worth entrepreneurs (and the trustees and financial institutions who service them) in relation to their multi-jurisdictional private and business assets.
She has extensive expertise in advising clients from Russia, the CIS and the Middle East on international and cross border taxation, asset protection/risk management and family/business governance. Salpy has considerable experience in designing and establishing bespoke international asset holding and wealth management structures including private trust companies, limited partnerships, family offices, pooled investment vehicles and investment management/advisory structures.
Salpy also has extensive expertise in Sharia compliant wealth structuring. She is fluent in Arabic, French and Armenian.
Chief Financial Officer
Rachel is a CFA Charterholder, chartered treasurer, television news anchor, trained journalist, member of Mensa and published author.........
A trained journalist with over 5 years’ experience at the BBC, Rachel currently hosts a weekly podcast called Follow The Money in partnership with the Sovereign Wealth Fund Institute (SWFI). She regularly moderates events for financial blue-chip clients and is the international Master of Ceremonies for the SWFI, hosting their Asia and Europe summits.
Rachel is also the Chief Financial Officer at Agriprocity, a company that builds disruptive global agri-food value chains, circumventing the global commodity market. The Agriprocity model is playing a key role in addressing Food Insecurity in the Middle East and Rachel recently presented to the United Nations Committee on Food Security (CFS43) in Rome.
As a qualified investment professional with 8 years’ experience at Mubadala, one of the Middle East’s largest sovereign wealth funds, Rachel has an exceptional understanding of the financial markets and business strategy. In 2014, the Association of Corporate Treasurers named Rachel “The One to Watch” in Treasury. While at Mubadala, she managed their inaugural public disclosure of financial results, produced their first annual report and implemented an interest rate and foreign exchange derivative trading program.
Additionally, Rachel is the host of What’s Up, a one-hour weekly television show focusing on fitness, healthy living, sports and lifestyle on Physique TV. She has interviewed global sports stars such as Manny Pacquiao and Jelena Jankovic, through to celebrity chefs and members of the Executive Council.
In 2009 Rachel published her first book - Jandal Prints on the Globe – and helped to establish a charity called Espoir so that sale proceeds could go towards supporting youth entrepreneurship. Rachel is passionate about angel investing and acts as a mentor to multiple emerging market-based companies.
The Hon. Harry Herbert
Highclere Thoroughbred Racing
Harry Herbert is the second son of the 7th Earl of Carnarvon and his ancestral family home is Highclere Castle, better known nowadays as the setting for the hit TV series, Downton Abbey............
Harry is the founder of Europe's most successful racehorse syndication business - Highclere Thoroughbred Racing. Highclere puts small groups of people together to share in a number of racehorses, thereby making this very expensive sport considerably more fun and cost effective. Founded by Harry in 1992 Highclere have raced seven European Champions and one world Champion. Successes include winning the Derby with Motivator in 2005 and their World Champion was Harbinger in 2010.
Harry also helped to found the highly successful Royal Ascot Racing Club at Ascot racecourse and he also started the Cartier Awards known as the Oscars for European Racing. He has hosted the Awards for the past twenty three years.
Harry's brother in law (married to his sister Lady Carolyn) is John Warren, Her Majesty The Queen's Bloodstock Advisor. John and Carolyn own Highclere Stud, situated within the Castle's Capability Brown designed Park.
Harry is a well-known after dinner speaker and has twice spoken at the Carbine Club Lunch in Melbourne. His raconteur's style has been popular from London to as far afield as Australia, Hong Kong and the United States.
Harry is a Member of the Jockey Club and a Director of Newbury Racecourse plc.
Harry’s most recent appointment, in November 2013, is Racing Advisor to Sheikh Joaan Bin Hamad Al Thani, the fifth son of the former Emir of Qatar. Harry advises the Sheikh regarding all his race horses trained in the UK, France, Ireland and America, which all race under the ownership name of ‘Al Shaqab Racing’.
MENA Private Client Services Leader, EY
Ismael has over 11 years of relevant professional experience and has worked within the Luxembourg wealth and fund management industry for 7 years before relocating to Dubai............
During that time, he has gained considerable experience in international tax planning and has advised on a number of high-profile transactions and group restructurings with a particular focus on projects originating from the Middle East and Asia. He has developed an extensive experience in fund tax structuring (including Shari’a compliant funds), with a focus on private investment funds for single and multi-family offices.
Ismael has also acquired a solid expertise in assisting families and entrepreneurs with the design and implementation of succession, inheritance, governance, wealth and confidentiality planning strategies. This includes advising on the taxation of family members (e.g. tax residence) and family businesses.
He holds a Master Degree in Business Administration, HEC-Ulg School of Management (Belgium) and is a certified chartered accountant in Luxembourg (“expert-comptable”). He also holds an Islamic finance qualification, Institute of Islamic Banking & Insurance (UK).
Ismael is a Trust and Estate Practitioner (TEP) and active member of STEP Arabia. He is also a member of the Middle East Working Group of the Association of the Luxembourg Fund Industry (ALFI) in Dubai.
Chairman & CEO
EEE ASC LTD
Negin is currently a visiting student at Oxford. She studied English Literature and Accountancy in the UK, followed by working at the largest ACCA practice in the UK for three years........
She then joined, a leading US Investment Bank, where at a young age she was leading on a GBP 22bn portfolio. The Entrepreneur, MD, NED, Speaker, former investment banker and a private equity specialist started her own business when she was only 16. Negin now runs her own partner owned advisory and family office in The City of London along with a small team and delivers on a 100% turnaround. Negin serves as the President of UKABC covering the Middle East. Negin also supports the community and personal development of talented individuals by teaching various investment courses to the other family offices and following her studies in Alternative Investments. Additionally, she mentors women in banking and finance and continues to speak at various Leadership events and global conferences.
Negin has turned a part of EEE Group into an official accredited training centre, admitting select few students from key universities and Business Schools across the US and the UK screened by fie (Foundation for International Education) organisation every semester.
Alea Global Group
Mohammad is CEO of Alea Global Group, which is a multi-award winning conglomerate single family business.........
Al Duaij family, carries a legacy that holds great significance in Kuwait and the GCC in general settled there since the 17th Century.
Al Duaij is a dynasty so established that part of the city’s old Souq carries the family name, as does the first charity and water foundation.
Founder & CIO
Heirloom Investment Management
Based in Dubai, Geoff is the Founder & CIO of Heirloom Investment Management, an investment firm that delivers bespoke investment solutions to select Canadian and GCC families and institutions.........
and manages the Heirloom Investment Fund. Heirloom utilises a macro-thematic investment strategy, investing across asset classes and geographies in long-term, low-risk, secular trends. From 2008-2015, Geoff was the Chief Investment Officer for Kestrel Capital Global Investors, a mid-sized Canadian Single Family Office, which spun off its investment management division to create Heirloom.
Prior to 2008, Geoff was an Associate Principal with Birch Hill Equity Partners, Canada’s largest mid-market private equity firm and an Investment Banking Analyst with Donaldson, Lufkin and Jenrette (which was acquired by CSFB in 2001).
Geoff is a Director of Kestrel Capital, East Africa’s leading Investment Bank; Kenya Fluorspar, a calcium fluorite mine in Kenya; and Panafrican Group, a Dubai-based provider of equipment solutions to mining, construction, and agriculture customers across Sub-Saharan Africa.
Aitua O. Ekhaese
North Hill Advisory Partners
Aitua Ekhaese is the Managing Partner of North Hill Advisory Partners, a London based Investment Advisory firm focused on the Family Office sector..........
Prior to North Hill, he was a Partner at Havenvest Private Equity Middle East Limited ( formerly HSBC Private Equity Middle East Limited) , a private equity firm focused on growth capital and buyout opportunities in the MENA region. Prior to Havenvest, Aitua was a Director at Aspen Advisory Services Ltd; a London based private family investment office. Before Aspen, Aitua was the Head of Investment Banking and Co-Head of Corporate Finance at Saudi International Bank, London.
Aitua is a qualified Chartered Accountant and holds a BA in Economics from the University of Manchester in the UK.
CEO & Founder
Aradhana is a global authority on the travel, tourism and hospitality industry with 17 + years of experience in four continents across 50+ different countries...........
In 2014, she was chosen and featured as one of the 50 most influential next generation leaders who will likely define the future of the hospitality industry by Swiss Economic magazine Bilan. Aradhana is founder and CEO of Aptamind Partners (previously Bridge.Over Group) a specialist Strategic Hospitality & Tourism Consulting practice that advises ambitious leaders in family offices, governments, private investors and international organisations on hospitality related investments. Aptamind works in over 60+ countries, spanning Europe, Asia, Middle East, and Africa providing critical direction and insight that translates into measurable business growth.
Aradhana serves as Special Advisor to the Board of World Tourism Forum Lucerne and is Chairwoman of the Board for the Global African Tourism Summit. She also serves on the Board of ETC which is a charity that beautifully weaves together her passion for Africa with the purpose of educating the children - a cause very close to her heart.
Joe is a Partner at Knight Frank and Head of the Middle East Capital Markets team............
Joe started his career in Central London, advising UK and international institutions, pension funds and property companies on their investment strategies. Joe was also involved in the asset and investment strategy for a number of UK focused real estate investment funds.
Having worked in the Gulf since 2008, Joe has dealt with Middle East based clients on direct investment and development opportunities regionally and internationally and currently sits on Knight Frank’s Global Capital Markets Board.
Dana Salbak is an Associate Partner at Knight Frank, heading the Research capabilities in the MENA region............
Dana undertakes research on both the commercial and residential real estate sectors in the region, analysing the key trends shaping the industry and forming a view on future trends and market directions.
Dana is regularly quoted in print and broadcast channels, has regular interaction with clients and government entities, and sits on different event panels as a market expert.
Bhavik Jayendrakumar Shah
Bhavik Jayendrakumar Shah is the co-founder and director of the Niveda Group – a multi-family office comprising East African and South Asian families with two core sectors of focus – real estate and private equity.............
Bhavik's role at Niveda is centred on the development and ongoing management of client families and institutional partners. Through this role, Bhavik is actively involved in buy-side deal origination in the real estate and private equity sectors and is specifically mandated to represent the underlying families in these transactions.
Bhavik read BSc Economics at the London School of Economics and Political Science and Strategic Management and Space Exploration & Astrobiology at Harvard University.
Antoine is the Chief Investment Officer of a Dubai based Family Office, investing in both traditional and alternative assets...........
Prior to Dubai, Antoine worked in Paris, where he was in charge of the European business development of a macro fund as well as Brussels, where he traded equity derivatives for his personal account.
Antoine started his career in equity derivatives in London where he worked for Societe Generale and BNP Paribas covering Hedge Funds and Prop. Desks.
Antoine graduated from Edhec Business School.
Alchemy Global Advisors
Tamara has worked in the real estate industry for 16 years with a focus on luxury residential real estate in the New York and New Jersey market place............
Graduating Summa Cum Laude with a BA in Sociology from University of Massachusetts Boston. During her tenure at Warburg Realty, she was part of a Harlem development team, which successfully brought three condo conversions to market. She is a professional entrepreneur owning her first business at 18, she understands the commit necessary to grow and maintain a business. Seizing an opportunity to leverage her real estate experience with the financial services industry she formed Alchemy Global Advisors in the first quarter of 2016.
Tamara is an active member of FINRA and holds the following securities licenses series 7, 24, 66 and 3. She is dedicated to providing exemplary boutique service to her clients. Tamara creates partnerships with strategic business allies to help bring her clients ideas to fruition. Her entrepreneurial spirit has taken her in many directions, from fashion working as an image consultant, to television and film production, to consulting in the financial sector both in North American and European markets. Tamara brings the skills and experience from her varied businesses ventures to advise clients on their real estate objectives. Tamara is a solutions provider; “representing my client’s interest means failure is not an option so I push until we establish terms for an amicable transaction”.
Yes We Can Youth Clinics
Piet Jansen’s career is drenched in social engagement. His first venture was the set-up of a conglomerate of private language schools for students............
after which he also helped setting up a youth and student travel agency. In both cases, his drive was to make sure young people would see the world before getting tied down with a job or family duties. Funny enough, he always spends 7 years on a venture before moving to the next.
In between his commitment to Yes We Can Youth Clinics and his previous projects, he coached & consulted a variety of multinationals and medium sized companies on strategic HR issues.
Most of all, he wants to help as many children and families getting out of deadlock situations. Asking him about his altruistic nature, he responds: “as we are all connected, helping you ultimately means I also help myself. In that sense, I am not altruistic at all. It just makes me happy if I can make even the tiniest difference in the lives of others.” Over the years, YWCYC has successfully treated thousands of 13-25 year olds suffering from complex behavioural disorders, addictions and behavioural problems.
Alex Giannikoulis is a serial entrepreneur with 3 exits over the past 15 years. As a General Partner at Graphene Ventures, Alex is responsible for deal sourcing, growth, and corporate governance.............
Graphene Ventures is a multi-stage venture capital financier focused on US tech investments. Its most notable investments include Snapchat and Lyft.
Prior to Graphene Ventures, Alex's expertise has been in commercializing technology for high-growth companies. Alex's specialties have been in building and scaling sales, marketing, and business development teams to reach their first $15M in ARR and consistent triple-digit YoY growth.
Alex earned an Economics and Communications degree from Northwestern University. Always up for a challenge and a passionate adrenaline seeker, Alex enjoys endurance running, cycling, and hiking.
zfhn Zukunftsfonds Heilbronn
Thomas Villinger joined the zfhn as a co-founder and CEO in 2006. In the scope of his work, he also is an advisory board member in many of our portfolio companies.............
Prior to that he was the founder and managing director of the “Innovationsfabrik Heilbronn”, a large business incubator of 60 start-up companies with a focus on the industrial sector, electronics and communication.
Thomas has more than 12 years of experience in venture capital management within companies such as CapGemini, KfW Banking Group and World Bank, with a focus on M&A and raising capital for growth companies in Europe, the Gulf States and the U.S. Prior to this position, he worked in the technology industry, where he was responsible for venture capital-backed business.
Having studied economics and geography at Goethe University Frankfurt, Thomas also holds a Master of Business Administration (MBA) degree from Schiller International University (USA & F).
Metin Guvener is Co-Founder and Executive Chairman of the Triangle Group, a leading private office with an entrepreneurial approach to finding bespoke investment opportunities and long standing partnerships with other family offices that span generations..............
As stewards of their own and their partners’ private capital, Triangle understands the important role that real estate plays in both capital preservation and wealth creation.
Mr Guvener has led a unique model that delivers appropriately risk adjusted high returns through direct and indirect access to real estate and other similar investments. Triangle’s background as an asset developer and manager provides unique insight and access to expertly managed real estate assets. Mr Guvener is passionate about his philosophy ‘Empowered to Empower’ and he is committed to impacting generations through understanding the influences on an individual’s journey, succession and legacy. He is dedicated to organically nurturing & assisting in transformational change for individuals, families and corporations.
Joseph A. Cari Jr
Mr. Cari is a co-founder of the MedCap Growth Equity Fund, a venture fund affiliated with the Wellman Center of Innovation of the Massachusetts General Hospital, the Harvard Medical School teaching hospital..............
He serves as a Member of the Investment Committee and a Member of the General Partnership, and has been designated by the Wellman Center as a Key Individual for the relationship between MedCap and Wellman.
Mr. Cari has extensive experience in the healthcare device industry as an advisor, investor, and attorney. He is a member of the Harvard Kennedy School of Government Advisory Board for Healthcare. Mr. Cari served on the Management Committee of the law firm of Ungaretti & Harris, and his practice included legislative, reimbursement, and regulatory issues in healthcare. He was one of the founders of HealthpointCapital and served on the Board of Directors of Vanguard Medical Concepts. Mr. Cari was involved in the sale of Spine Solutions, an orthopedic device company that had US$12.5 million in capital invested in 1998, to Synthes five years later for US$375 million.
Prior to joining MedCap, Mr. Cari served as Chairman & CEO of Integration Capital & Trade, an international merchant bank. Joe also served as the National Finance Chairman for Vice President Al Gore in the 2000 Presidential Election.
Mr. Cari was appointed by the President of the United States of America, William Clinton, to the Board and then as Chairman of the Woodrow Wilson International Center for Scholars, a US government think tank that works with various US Departments including State, Commerce, Health and Human Services, and Education. Mr. Cari was credited with working on a bipartisan basis with the United States Congress and recruiting the Honorable Lee Hamilton as President of the Center. Mr. Cari supported Mr. Hamilton’s appointment to co-chair the 9/11 commission.
He currently serves as Chairman of the Board of the World Policy Institute and is a Member of the Council on Foreign Relations. Additionally, Mr. Cari chairs the Institute on Leadership at Loyola Marymount University and lectures on American foreign policy at the Lebanese American University in Beirut, Lebanon. Mr. Cari is a frequent speaker on policy, innovation, and entrepreneurship in healthcare. He was invited by the healthcare leadership of the U.A.E. to participate in their strategic planning and policy discussions on intellectual property and clinical practices as part of the 2016 U.A.E. Innovation Conference.
Mr. Cari received his BA cum laude from the University of Notre Dame, his JD from the University of Notre Dame Law School, and was awarded and completed a Fellowship at the John F. Kennedy School of Government at Harvard University.
Christopher J. P. Velis
Mr. Velis is a co-founder of the MedCap Growth Equity Fund. He will serve as Chairman of the Investment Committee and Member of the General Partnership..............
and has been designated by the Wellman Center as a Key Individual for the relationship between MedCap and Wellman. Mr. Velis was trained at Merrill Lynch before running Healthcare Investment Banking at Brown Brothers Harriman & Co. He then joined HealthpointCapital where he was a Partner, Board Member, Investment Committee Member, and instrumental in the initial success of its US$400 million healthcare specific fund.
In 2005, Mr. Velis founded MedCap Advisors to provide M&A advisory services to medical technology companies, and shortly thereafter, began founding medtech companies himself. Mr. Velis is the co-founder/founder of Cerapedics, Audax Medical, Parios Regenerative Sciences, Fortia Medical Products, Dental Regen, and Auris Surgical Robotics - Auris recently secured $150 million in venture funding. He also serves on the Board of Directors of Audax Medical.
Mr. Velis received his BS in Economics from the University of Massachusetts, Amherst and his MBA from the Boston University Graduate School of Management.
Global Investment Bank
Reza Dari is a seasoned investment banking executive with over 15 years of experience in alternative investments, structured products, private equity, strategic planning, and business development...............
As a former executive of High Dominion Capital, he has advised family offices and institutional clients globally on risk management, portfolio allocation and re-allocation strategies, asset consolidation, and private equity transactions. During the course of his professional career he has also advised various US and international oil and gas companies on alternative finance, corporate finance, M&A transactions and business development strategies.
Reza is a contributing author and frequent commentator on general market trends and emerging business models, investment strategies, and financial solutions. Under his leadership, Global Investment Bank has acquired various industry recognition awards for excellence, thought leadership and innovation. He is registered with the Dubai Financial Services Authorities (DFSA) as an authorized SEO and Licensed Director.
Mr. Raj Chinai joined Sobha Group in 2014 as Director, with the primary responsibility of overseeing sales and marketing efforts for Sobha Hartland, a $4 billion mixed-use project in the heart of Dubai................
In 2015, Raj was appointed as Managing Director (MD) of Sobha Group. As the MD, he works in close collaboration with Mr. PNC Menon, the company’s Founder & Chairman, on executing the company’s short and long-term strategic objectives. While Raj’s responsibilities are multi-faceted and cover a wide range of strategic and operational initiatives, his primary focus is to oversee business development, corporate communications, corporate relations and international expansion. In coordination with Mr. Menon, he also plays an instrumental role in identifying and executing diversification opportunities for Sobha, in terms of both new sectors and geographies. Prior to Sobha, Raj spent over 15 years leading business development and investment deals for high-growth companies in India, US, Europe and Latin America. From 2007 to 2014, he was a venture capital investor with two top-tier, India-focused VC funds. Raj was a Principal and part of the founding team at SVB India Capital Partners and subsequently with Kalaari Capital. Across both firms, Raj was involved as an investor and advisor to some of India’s most successful and notable start-ups. He began his career in Silicon Valley, where he previously led business development deals at Yahoo.
Raj completed his MBA/MPA through a joint program between the Kellogg School of Management and Harvard, and BA from the University of Pennsylvania, where he graduated with honors. He is a Board Member of the YPO (Young Presidents’ Organization) Dubai Downtown Chapter and Co-Chair of the HBS (Harvard Business School) Alumni Angels’ India Chapter.
Better Business Enterprise
Shainoor works with international development agencies. She is the Gulf Regional Advisor for Mercy Corps where she raises awareness around Mercy Corps’ work globally and builds strategic partnerships in the region.................
The goal is to leverage the intellectual capacity of business to bring groundbreaking collaborative solutions to some of the worlds most challenging problems. In 2014, she also worked as a Project Coordinator in Syria to create and implement the AKDN Multiple Input Crisis Program. Shainoor was the Managing Director Roshan Community at Afghanistan’s #1 mobile operator, Roshan for a decade. She was an integral part of fundraising over USD 180 million for the company as well as establishing Roshan’s award-winning CSR program. The program incubated initiatives such as telemedicine, e-learning, mobile money and real-time agricultural commodity prices for financial inclusion, which evolved into core commercial products. Shainoor comes from a strong business background, having spent over ten years as an owner and operator of multiple physiotherapy clinics. In addition to her passion in healthcare, Shainoor is also a property wizard, currently managing a portfolio that spans five countries. As a champion for social impact, Shainoor was awarded the 2016 Lewis Institute Community Changemaker Award from Babson College. Given her years of experience, she is excited to share her knowledge and expertise with up and coming entrepreneurs who are navigating the social impact space. Shainoor sits on several boards and committees such as the International Development Research Center Canada (IDRC), Canada World Youth, Arab Excellence, UAE University, and she is a Senior Fellow in Social Innovation at Babson College.
In order to kickstart the next phase of her career, she attended the Stanford Executive Program in the summer of 2016 and has returned refueled and geared with the tools to continue to set in motion transformational social change. Shainoor Khoja is a global change maker and a serial entrepreneur. As the founder and CEO of Better Business Enterprise (BBE), a consultancy firm, she drives impact through designing innovative sustainable solutions in emerging and developed markets to address the needs of base of the pyramid populations.
Co-Founder and COO
Oculus Financial Intelligence
Yousef Al-Majali is a co-founder and Director of Oculus Financial Intelligence and serves as Chief Operating Officer of the company..................
Yousef is fluent in Arabic, speaks basic Mandarin and holds a BA in International Relations from the University of Exeter. He brings significant financial markets, company operations and business development experience to Oculus as well as extensive market experience internationally, having worked out of the Levant, the GCC Region, North Africa, Malaysia, Azerbaijan, and The Far East as well as the United Kingdom. Yousef has experience as a Private Equity professional, Hedge Fund Analyst and entrepreneur in the defence, security and intelligence sectors.
Yousef began his career as an entrepreneur, founding Salim Security Group Ltd, a private security company registered in the Hashemite Kingdom of Jordan. Between 2008 and 2011 Yousef also worked closely with Skytech International (also known as Skytech Helicopters) an international defence equipment brokerage based in Belgium.
He later co-founded Communication Management Consultants Ltd, also registered in the Hashemite Kingdom of Jordan.
By 2012 Yousef was Chief Operating Officer of a Private Equity investment brokerage and principle investor focused on the Middle East and South East Asian regions. In his capacity as COO Yousef was also the Middle East Director for and Board Representative to EON Reality Inc. (www.eonreality.com), a company registered in the State of California. In 2014, prior to co-founding Oculus, Yousef was a senior equity analyst for Camargue Capital Management LLP, a global long/short equity Hedge Fund based in London.
Andreas K. Bremer
Chief Financial Officer
International Capital, LLC (USA)
Andreas K. Bremer joined International Capital, LLC as its Chief Financial Officer in October of 2002...................
Andreas has over 20 years of financial and general management experience with extensive knowledge of corporate finance and commercial lending and holds a degree as CCIM. He is responsible for all financial aspects of the company’s operations. Before joining International Capital, Andreas was the Chief Financial Officer of ATLASwerks®, a leading communication software company in Dallas, acted as Corporate Finance consultant at McKinsey & Co. and served as VP Finance & Treasurer at Paging Network, Inc. He started his career at COMMERZBANK AG in Germany and spent seven of the 13-year tenure at the company’s New York and Atlanta offices.
Andreas received a law degree from the Johannes-Gutenberg University in Mainz, Germany. He serves as Chairman of the German International School in Dallas and on the boards of Behringer Harvard Opportunity REIT II, Inc. In 2014 he was awarded the “Outstanding Directors Award” for public companies for his work in his role on this board.
Andreas is married and has 3 children.
Rainer Horn is a member of several institutional boards driving space programmes in Europe and Asia....................
In addition to his wide expertise and network in (New)Space, Rainer looks back on 20 years of experience in working with Asia-Pacific. Prior to becoming a successful entrepreneur, Rainer was the leader of the European space consulting practice at Booz Allen Hamilton.
Rainer has studied in Germany & London and he attained an MBA from INSEAD.
Alzarooni Emirates Investments (ZEI)
Mr Adil Ismail Saeedi Al Zarooni has 16 years of experience in executive management, investments, sales, and IT security.....................
He has strong expertise across multiple sectors in investment and operations, and in family owned businesses, industrial business zones and logistics, UAE government owned entities and software and IT development.
Adil founded Al Zarooni Emirates Investments LLC (ZEI) in 2009, which is the UAE holding company managing the Al Zarooni family assets that spans over private equity, public equity, investment funds and real estate. Mr Al Zarooni holds directorship positions in firms in the sectors of healthcare, financial services, logistics, media, real estate and more.
Mr Al Zarooni is also a Senior Vice President at JAFZA. Prior, he assisted in the setup of Mobily in Saudi Arabia and worked for Etisalat.
While structuring his Family Business, Mr. Alzarooni grew an academic interest in the subject of institutionalising family businesses in the UAE and the region. He is often a speaker in the subject and a reference point. He took on his shoulder a social goal to help families sustain their businesses as he does to his own.
He holds a Bachelor's degree in engineering from Etisalat College of Engineering, and an MBA from the American University of Sharjah. He is currently pursuing a PhD in the subject of Family Businesses.
Founder & Chief Executive Officer
Abhishek Sharma is the Founder & Chief Executive Officer of Foundation Holdings, a strategic global investment company focused on the fast-growing healthcare, education and consumer sectors in India and the Gulf Corporation Council (GCC)......................
With its dynamic team across Dubai, New York and Mumbai, Foundation Holdings prime objective is to build sustainable, industry-defining companies.
With an entrepreneurial spirit and a deep passion for philanthropy and social causes, Mr. Sharma mixes his global business experience with an unbridled energy to deliver lasting, impactful results.
Prior to launching Foundation Holdings, he worked as a financial analyst at Bank of America Merrill Lynch and the Lehman Brothers. Mr. Sharma then joined Sun Capital Partners, a $10 billion middle market private equity firm that has invested in over 340 companies worldwide with combined sales in excess of US$45 billion since 1995. Whilst in the United States, his clients included the American media conglomerate Viacom, who he advised on M&As, and Warner Music, who he advised on M&As and IPOs.
He later held senior leadership roles with Ithmar Capital in the United Arab Emirates where he was focused on buyout and growth equity investments. He is also well-recognised for his role as a former founding management member and Head of Education at Amanat Holdings, a company that listed at AED2.5 billion (US$ 681 million) on the Dubai Financial Market.
Mr Sharma played an integral role and was a key figure behind the 2013 Al Noor Hospitals transaction, a flagship transaction in the GCC private equity sector that saw the company listed on the London Stock Exchange. The IPO was later voted as the best transaction in the Middle East and North Africa (MENA) region for 2012-2013.
Mr Sharma also led the landmark investment in in K-12 primary and secondary education provider Madaares PrJSC. The deal made it one of Madaares’ five largest shareholders. Operating under the Taaleem name, it provides education under a variety of standards including American, British and IB. The company has 4 nurseries and 7 schools across the UAE with a student enrolment of 6,900.
He now brings his life-long commitment to social causes and an active 15-year-career working internationally to Foundation Holdings, a company that will help drive human capital, innovation and opportunities for the younger generation. Mr. Sharma also sits on several boards in India and the GCC, and he is a member of the Board of Directors of Spring Air India Ltd.
Mr. Sharma is a donor and volunteer with Dubai Cares, the Clinton Foundation and the Founder of the Atharv Education Foundation.
He is a graduate of the University of Pennsylvania’s School of Engineering and Applied Sciences in the United States.
President and CEO
With more than 34 years of entrepreneurial success, Kerry Adler has built a venerable career as a widely recognized and award winning business leader.......................
Considered a true visionary and trailblazer in the renewable energy industry, Kerry is a vocal and public champion of solar energy’s global growth potential.
As one of the first entrepreneurs in North America to advocate for a viable renewable energy industry, Kerry initially founded SkyPower in 2003. SkyPower has since grown into SkyPower Global, the world’s largest utility-scale solar developer.
Under Kerry’s leadership as President and Chief Executive Officer, SkyPower’s vibrant growth continues in more than 60 countries around the world, helping communities meet their increasing needs for new investment in cleaner, non-emitting solar energy solutions. Since its inception, SkyPower has closed on over USD $5 billion in renewable energy transactions. With over 25,000 MW of solar projects in various stages of development, SkyPower has flourished to be a global industry leader.
A trusted and sought after industry advisor, Kerry continues to be instrumental in the success of the Green Energy Act and Feed-in Tariff (FIT) Program. With Kerry’s input, Ontario became North America’s first jurisdiction to have comprehensive clean energy legislation.
With many accolades amassed over the span of his impressive entrepreneurial career, Kerry was most recently honoured with the Clean50 Executive Award for his outstanding contribution to sustainable development and clean capitalism. The Canadian Solar Industries Association named Kerry the Solar Advocate of the Year in 2010.
Profit Magazine named Kerry the Chief Executive Officer of Canada’s Hottest Start-up (2002) and President and Chief Executive Officer of one of Canada’s Hot 50 Companies (2003). At the 2002 Profit GrowthCamp, Kerry was named Canada’s Hottest CEO. Previously, Kerry was awarded the UN Global Young Entrepreneur Award at the United Nations’ World Summit of Young Entrepreneurs.
Kerry currently acts as a board member, advisor and angel investor to numerous start-up companies in emerging technology, software, media and infrastructure industries. He is also an accomplished speaker at universities and industry and government events, as well as a contributor to numerous professional journals and textbooks.
Kerry’s proven business leadership spans across multiple industries around the globe. His previous experience includes Founder, President and Chief Executive Officer of Webhelp Worldwide, an international BPO solutions group, which today has grown to over 22,500 employees and revenue approaching USD $1 billion. Before founding Webhelp in 1999, Kerry served as Chairman and Chief Executive Officer of SITEL Canada and Executive Vice President, office of the President of SITEL Corporation, a leading NYSE-listed CRM company with more than 24,000 employees in 18 countries. Prior to that, Kerry served as Executive Vice President of Canadian Telephone Company and President of Corpfon Cellular, Canada’s first cellular reseller network.
Educated in both the USA and Canada, Kerry studied at Bryant University and Concordia University, with specializations in Marketing and Management, and Economics (Honours).