Saudi Arabia Investors Forum
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Join the Saudi Arabia Investors Forum 2025 on September 17, 2025, in Riyadh, a premier event bringing together sovereign wealth funds, pension funds, family offices, and asset managers to explore the future of investment in the Kingdom.
Engage with top financial leaders on key topics such as alternative investments, capital markets, ESG strategies, and economic diversification under Vision 2030.
Connect with decision-makers shaping Saudi Arabia’s investment landscape and uncover new opportunities.
Register now to be part of this exclusive forum!

OUR SPEAKERS
Speakers

Ekta Tolani
Private Office of HRH Prince Khaled Bin Alwaleed Al Saud, KBW Ventures
Chief Investment Officer

Junaid Jafar
Al Muhaidib Group
Chief Investment Officer
Junaid is the CIO of the Muhaidib Investment Office, overseeing the Family Office and Financial Investments at Al Muhaidib Group. His mandate spans international private markets and public markets. He previously worked at the $730m IDB Infrastructure Fund, co-founded Tadhamon Capital, and advised regional family offices. Earlier, he held roles at Janus Henderson, Fitch, JP Morgan, and KPMG. A Fellow of the ICAEW, Junaid holds an Economics and Political Science degree from Middlebury College and serves on several boards.

Faisal Baig
ASFAR, the Saudi tourism investment company
Chief Investment Officer

Sunil Dhall
AlRajhi Ekhwan
Investment Management
Sunil has nearly three decades of proven expertise and experience in the fields of Investment Management, Risk Management, Valuation, Due Diligence, Technology & Financial Management. He has worked in 9 countries on 4 continents with leading global firms like UBS, HSBC, Deloitte, Thomson Reuters among others. Sunil has also managed global portfolios for leading family offices as CIO and Adviser, including equities, bonds, derivatives, commodities, private equity and direct investments. Sunil is a CFA Charter Holder (CFA Institute), member of AICPA (American Institute of Certified Professional Accountants) and MBA from University of Phoenix, all from USA.

Serge Bulatov, CFA, FRM
Al Rajhi Takaful
Head of Investments
Mr. Serge Bulatov is an experienced investment professional with over 18 years of expertise in investment management, strategic asset allocation, and portfolio oversight. Currently, he leads the investment function at Al Rajhi Takaful, one of Saudi Arabia’s leading insurance providers, where he is responsible for managing the company’s investment strategies, asset allocations, and long-term financial planning. In his role, Serge oversees the full spectrum of investment activities, including the development and execution of investment policies, strategic asset allocation, and portfolio management.

Vincent Bhatt
Almutlaq Group
Group Director Investments (Head of M&A and VCs)

Santhosh Balakrishnan
Othaim Holding Company
Head of Investment Strategy

Alaa Halawi
Morood Investment Company
Chief Investment Officer

Bilal Abduljawad, CFA, CAIA
Sulaiman Bin Abdulaziz Al-Rajhi Holding Co.
Director-Financial Investments
Bilal Abduljawad is Acting Head of Financial Investments at Sulaiman bin Abdulaziz Alrajhi Holding Company and co-founder of Blomal. He serves on several board sub-committees and previously led investments at Kun Investment Holding, overseeing financial investments and M&A. His earlier roles include positions at Sedco Capital and Sanabil Investments. Bilal holds an MSc in Finance from ESADE Business School and a Bachelor's in Economics. He earned both the CFA and CAIA designations in 2019, reflecting his strong expertise in finance and investments.

Monther Al-Zoubi
Zamil Group Holding Company
General Manager, Strategy & Performance
A seasoned Executive and Board Director with over 20 years of experience in Strategy Management, Business Planning, and Corporate Governance. Proven expertise in strategy development and execution, business transformation, portfolio management, and organizational development across various sectors in the GCC. Recognized for successfully leading transformation initiatives and strategy management systems. Holds an MBA in Strategy Management and is a certified Balanced Scorecard Practitioner from the Palladium Group (Kaplan-Norton Balanced Scorecard Certificate).

Waleed Hussain, CFA
Tamasuk Alrajhi
Director - Head of Investments

Naveed Naz
AlJammaz Group
Deputy Chief Investment Officer

Hassan Ghafoor
Almojel Group Family Office
Portfolio Manager
Hassan is an Investment Manager at AlMojel, a leading family office, responsible for managing its private equity portfolio. With 12+ years of experience in capital markets, he specializes in private markets investments, including private equity, venture capital, and real estate. Over the past years, he has led end-to-end execution of high-growth investments across various sectors, including education, healthcare, real estate, manufacturing, and logistics, delivering strong returns and strategic value.

Osama Abbas
Al Faisalaih Group Holding Company
Group Financial Controlling Director
Osama is a seasoned Chartered Accountant with a distinguished career spanning over 20 years, marked by senior roles in esteemed organizations. His expertise in finance and accounting has been honed through experiences at top-tier firms, including KPMG, Deloitte, and EY, followed by finance leadership positions at Danone in Saudi Arabia and Chalhoub Group in Egypt. Currently, he serves as Group Financial Controlling Director at Al Faisaliah Group, a prominent Saudi Arabian conglomerate.

Mohamed Seghir
HAYAH Insurance
Chief Executive Officer

Awaiz Patni
Saudi Bugshan Company (Single-Family Office)
Group Chief Financial Officer
Awaiz Patni is a seasoned finance professional and Group CFO at Bugshan Investment Company Limited in Jeddah, Saudi Arabia. With 20 years of experience in the Middle East, he spent 12 years at EY in Riyadh, excelling in Assurance and Tax roles. Awaiz graduated from Sydenham College of Commerce and Economics in India and is a member of the Institute of Chartered Accountants of India and ICAEW, as well as a Certified Public Accountant.



Sheraton Riyadh Hotel & Towers
King Abdullah Branch Rd
Al Wurud
Riyadh
Saudi Arabia, 12216
011 454 3300
Client Testimonials
Our clients love us, here are a few of their quotes.
Our Sponsors
Platinum Sponsors

DeFi Technologies Inc.
DeFi Technologies Inc. (Nasdaq: DEFT) (CBOE CA: DEFI) (GR: R9B) is a financial technology company bridging the gap between traditional capital markets and decentralized finance ("DeFi"). As the first Nasdaq-listed digital asset manager of its kind, DeFi Technologies offers equity investors diversified exposure to the broader decentralized economy through its integrated and scalable business model. This includes Valour, which offers access to over seventy-five of the world's most innovative digital assets via regulated ETPs; Stillman Digital, a digital asset prime brokerage focused on institutional-grade execution and custody; Reflexivity Research, which provides leading research into the digital asset space; Neuronomics, which develops quantitative trading strategies and infrastructure; and DeFi Alpha, the Company's internal arbitrage and trading business line.

E Fund Management
Established in 2001, E Fund Management Co., Ltd. (“E Fund”) is a leading comprehensive mutual fund manager in China with over RMB 3.5 trillion (USD 490 billion) under management.* It offers investment solutions to onshore and offshore clients, helping clients achieve long-term sustainable investment performances. E Fund’s clients include both individuals and institutions, ranging from central banks, sovereign wealth funds, social security funds, pension funds, insurance and reinsurance companies, to corporates and banks. Long-term oriented, it has been focusing on the investment management business since inception and believes in the power of in-depth research and time in investing. It is a pioneer and leading practitioner in responsible investments in China and is widely recognized as one of the most trusted and outstanding Chinese asset managers.
*Source: E Fund. AuM includes subsidiaries. Data as of Dec 31, 2024. FX rate is sourced from PBoC.

Gemcorp Capital
Gemcorp Capital was established in 2014 and is an Alternatives Investment Manager with ca. $1B AuM, with headquarters in London, UK. The firm’s regional focus has been on Emerging Markets, including the Middle East, having set up a key regional office in Sub-Saharan Africa (Angola). Additional satellite offices include Geneva, UAE, New York, Singapore, Kenya and South Africa. Gemcorp specializes in the origination, structuring and deployment of Private Credit investment opportunities.

Principal
Principal Investor Management (DIFC) Limited (“Principal”), specializes in distributing and promoting asset management products and services from Principal Asset Management, the global investment solutions business for Principal Financial Group® which manages US$1.6 trillion in AuA for more than 1,100 institutional clients in more than 80 markets worldwide. Principal Asset Management manages over US$ 585.6bn in AuM in public markets, private markets and solutions strategies. Principal is registered in the Dubai International Financial Centre and authorized by the Dubai Financial Services Authority as an Authorised Firm serving institutional investors, pension plan sponsors and sovereign wealth fund managers throughout the Middle East.
Gold Sponsors

Allianz Global Investors
Allianz Global Investors is a leading active asset manager with over 700 investment professionals in more than 20 offices worldwide, managing EUR 561 billion in assets*. We aim to shape the future of investing for all clients, regardless of location or objectives. Curious and active in everything we do, we aspire to generate impact beyond alpha, steering our clients’ assets towards the right place at the right time, and building solutions that draw on capabilities across public and private markets.
*Data as at 31 March 2025

Amova Asset Management
Amova Asset Management is a global asset manager founded and headquartered in Japan. Our history began in 1959, with an ongoing commitment to empower institutional and individual investors globally to achieve their financial goals. Our 200+ investment professionals manage a wide range of strategies, with USD 260.3 billion* in AUM. Shaping a brighter future with our stakeholders through progressive investment solutions, we are Amova Asset Management, a proud member of Sumitomo Mitsui Trust Group.
*Consolidated assets under management and sub-advisory of Amova Asset Management and its subsidiaries.
Except where otherwise noted, the information is as of 30 June 2025.

KraneShares
KraneShares is a specialist investment manager focused on China, climate, and uncorrelated assets. KraneShares seeks to provide innovative, high-conviction, and first-to-market strategies based on the firm and its partners' deep investing knowledge. KraneShares identifies and delivers groundbreaking capital market opportunities and believes investors should have cost-effective and transparent tools for attaining exposure to a wide variety of asset classes. The firm was founded in 2013 and currently serves institutions and financial professionals globally. The firm is a signatory of the United Nations-supported Principles for Responsible Investing (UN PRI).

Park Square Capital
Established in 2004, Park Square Capital is a leading and award-winning private credit manager. With over $17bn AUM, the Firm provides mid-market direct loans, large-sized senior debt and junior capital solutions. Park Square Capital has over 120 people across its key markets in Europe and the US, with deep longstanding relationships with leading financial sponsors, advisors and management teams. For over 20 years, Park Square Capital has been delivering attractive risk-adjusted returns to its investors.

Patience Capital Group
PCG is a real estate investment manager focused on hospitality and residential opportunities in Japan with offices in Tokyo and Singapore. Founded by Ken Chan, 19-year GIC veteran and formerly GIC’s Country Head of Japan who oversaw the sovereign wealth fund’s real estate investment portfolio in Japan, PCG has exceptional off-market deal sourcing capabilities (including trophy assets), access to Japanese banks and operates as a de facto Japanese real estate investment fund manager in Japan.

Virtus
Kayne Anderson Rudnick is an investment firm specializing in high-quality investment strategies. KAR has a 40-year history serving a diverse client base that includes corporations, endowments, foundations, public entities, SWFs, Government entities, and mutual funds. Our unique approach is applied to an array of investment solutions, including small cap (domestic, international, and emerging markets), small-mid cap, mid cap, large cap, all cap and global yield strategies. Based in Los Angeles, KAR has 124 employees and $64.3 billion (as of March 31, 2025) in assets under management.
Silver Sponsors

Aditya Birla Sun Life Asset Management
Aditya Birla Sun Life AMC Limited (ABSLAMC) was incorporated in the year 1994. Aditya Birla Capital Limited and Sun Life (India) AMC Investments Inc. are the promoters and major shareholders of the Company.
ABSLAMC is primarily the investment manager of Aditya Birla Sun Life Mutual Fund, a registered trust under the Indian Trusts Act, 1882. ABSLAMC also operates multiple alternate strategies including Portfolio Management Services, Real Estate Investments and Alternative Investment Funds. ABSLAMC is one of the leading asset managers in India, servicing around 10.6 million investor folios with a pan India presence across 300+ locations and overall AUM of USD 50 Bn for the quarter ending June 30, 2025 under its suite of Mutual Fund (excluding domestic FoFs), Portfolio Management Services, Alternative Investment Funds, Offshore and Real Estate offerings.

Apollo
Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. To learn more, please visit www.apollo.com.

Jefferies Credit Partners
Jefferies Credit Partners (“JCP”) is the private credit division of Jefferies Finance, a ~$23B asset manager founded in 2004 as a JV between Jefferies and MassMutual. We focus on senior secured, sponsor backed direct lending to middle and upper middle market companies sourced in partnership with Jefferies’ ~1,800 bankers via a right of first refusal. Our platform manages proprietary and third-party capital across vehicles on behalf of a global network of investors and JCP's shareholders.

Liontrust Asset Management
Liontrust is an asset management company specialising in active fund management. Established in 1995, the firm is committed to delivering long-term value through high-conviction, actively managed strategies. Liontrust operates with seven distinct and autonomous investment teams, each following its own proven process. The company manages a broad range of equity, fixed income, sustainable, and multi-asset solutions for institutional and wholesale clients.

Polen Capital
Polen Capital is a global investment management firm with offices in Boca Raton, Boston, London, and Hong Kong. Founded in 1979, the firm manages a range of concentrated, high-conviction equity and credit strategies for institutions and individual investors. Polen Capital is distinguished by its long-term focus, rigorous fundamental research, and commitment to high-quality growth companies. The firm’s culture emphasizes integrity, collaboration, and client-centricity while seeking to deliver consistent, risk-adjusted returns over time.
Networking Sponsors

Emirates NBD Asset Management
Emirates NBD Asset Management, a subsidiary of Emirates NBD Bank PJSC, is among the region’s largest asset managers, headquartered in DIFC with operations in Dubai and Riyadh. From June 2024 to June 2025, it doubled its Assets under Management from USD 6.4 billion to USD 13.2 billion, driven by strong investment results and regional expansion. It offers institutional and sophisticated clients conventional and Shari’a-compliant investment solutions across MENA, UAE, KSA, and global markets.

Entrust Global
EnTrust Global is a US alternative asset manager with ~$16bn in total assets who provides investment solutions through commingled and customized portfolios, with a primary focus on private markets through specialised strategies that aim to complement and diversify traditional portfolios. Our ~$6bn platform dedicated to maritime Asset Based Lending is attracting growing interest from KSA investors given its Shariah-compliant features and our expanding base of KSA borrowers.

Fisher Investments
Fisher investments Arabia is a wholly-owned subsidiary of Fisher Investments (FI). FI is a leading independent investment adviser based in the United States with over $295 billion USD in AUM (as of 31/03/2025). FI and its subsidiaries consist of three business units – Fisher Investments Institutional Group, Fisher Investments US Private Client Group and Fisher Investments Private Client Group International. These groups serve corporate and public pension funds, foundations/endowments, insurance, healthcare organisations, governments, and high-net-worth individuals.

Monroe Capital
Monroe Capital LLC (“Monroe”) is a premier asset management firm specializing in private credit markets across various strategies, including direct lending, technology finance, venture debt, alternative credit solutions, structured credit, real estate and equity. Since 2004, the firm has been successfully providing capital solutions to clients in the U.S. and Canada. Monroe prides itself on being a value-added and user-friendly partner to business owners, management, and both private equity and independent sponsors. Monroe’s platform offers a wide variety of investment products for both institutional and high net worth investors with a focus on generating high quality “alpha” returns irrespective of business or economiccycles.

Quantum Advisors
Quantum Advisors is a successful long-standing Indian Asset management firm which manages high conviction All Cap portfolios. The firm has been managing Institutional Accounts for 25 years and counts SWF amongst its clients. It has a growing client base in the Middle East region and can manage Shariah-compliant portfolios. Quantum manages portfolios with a ‘Value’ style, backing companies that are trading significantly below expected valuations 2 years out.

Select Equity Group
Select Equity Group manages over $30 billion across long-only and long/short equity strategies that share a fundamental investment philosophy and centralized research effort. The Firm was founded on the premise that rigorous, independent research and disciplined, long-term investing will generate superior returns for our clients. Our investment team of over 60 professionals includes a field research division composed of former journalists and sourcing specialists.

Sentinel Property Group
Sentinel Property Group is one of Australia’s leading private unlisted property fund managers, with over $2.3 billion in assets under management.
Specialising in commercial, industrial, and retail sectors, Sentinel focuses on value add, opportunistic and counter cyclical property acquisition. Managing 16 active trusts and 61 assets, including major centre; Caneland Central (Mackay, Queensland) and Casuarina Square (Darwin, Queensland).
Backed by an entrepreneurial culture and disciplined investment strategy, Sentinel has delivered strong, consistent returns, achieving a 20.03% IRR across more than $1 billion in realised property transactions.

Sundaram
Sundaram Alternate Assets Limited (SA) is part of the AAA rated Sundaram Finance (SF) Group in India with assets over USD 6B. SA caters to the investment needs of high net-worth individuals (HNIs), family offices & institutions (pensions, endowments, sovereign funds, fund of funds).
With in-depth experience in fund management, particularly in high yielding credit strategies, SA's team excels in creating wealth compounding strategies for investors in the private credit and the listed equities spaces. At SA, our thought leadership and new-age industry practices help us give your wealth the edge it needs. Our strategies are designed to deliver optimized risk adjusted returns of ~10-13% (USD IRRs) for our investors.

Views
Views is a residential developer and investor, building homes for life in North West England and delivering opportunities to invest in a growing and dynamic market.
Already underway with our first schemes, we will be delivering 250 homes a year by 2030, which stand out for the obsessive attention to detail that drives our business.
Our active investment arm is forecast to grow to an annual profit of £5m, sourcing and trading opportunities to international investors.
Key Discussion Topics
KEYNOTE OPENING: MANOEUVRING THE MACRO
Saudi asset owners share how they are adapting portfolios to inflation, global risks, and Vision 2030 investment opportunities.
PRIVATE MARKETS INVESTMENTS – TIME TO SHINE
Exploring how private equity and private credit are gaining momentum as Saudi investors diversify beyond public markets.
THE EQUITY EQUATION: EVALUATING IMPACT ON PORTFOLIOS
A discussion on how evolving capital markets, IPO activity, and volatility are reshaping equity strategies in the Kingdom.
REAL ASSETS: THE OUTLOOK ON INFRASTRUCTURE, REAL ESTATE AND ENERGY
Assessing where institutional and private capital see long-term value across giga-projects, logistics, renewables, and energy.
FIXED INCOME: CHALLENGES, OPPORTUNITIES AND WHAT TO EXPECT
How fixed income is evolving as yields rebound, sukuk issuance expands, and ESG criteria take root in regional debt markets.
CLOSING KEYNOTE: CIO ROUNDTABLE PORTFOLIO CONSTRUCTION
Top Saudi allocators discuss building resilient portfolios aligned with Vision 2030, ESG priorities, and intergenerational wealth transfer.
REGISTRATION
INVESTORS: Complimentary registration for all qualified investors
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
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