Trends, Innovation and Opportunities in Shariah Compliant Investments in the USA
Date: 2nd April 2015 Venue: The Ritz-Carlton, Dubai International Financial Centre (DIFC)

Agenda

09:00 - 09:15
Welcome Address: An Overview of the US Shariah Compliant Investment Market
Monem Salam – President, Saturna Malaysia
 
09:15 - 10:00
Key Markets and Asset Classes in the Americas
  • What regulations currently exist to support and promote the growth of Islamic investments in the United States? What changes can Islamic investors expect in 2015?
  • Key Shariah-compliant asset classes: What trends are emerging and what should investors look out for?
  • Outlook for debt capital markets, equity funds, PE funds, i-ETFs and pension funds in the Shariah compliant investment space
  • What prospects does the North American real estate sector hold for Islamic investors?
  • Discussing an industry-wide strategy required to encourage inward investments
 
Moderator: Lauren McAughtry – Group Managing Editor, Islamic Finance news
Panelists: Ayman Khaleq – Partner, Morgan, Lewis & Bockius
Monem Salam
– President, Saturna Malaysia
Philip Churchill –
Founder & Managing Partner, 90 North Real Estate, United Kingdom
 
10:00 - 10:20
Presentation: Structuring Shari’ah-Compliant Real Estate Investments in the United States
Isam Salah – Partner, King & Spalding, New York/Dubai
 
10:20 - 10:40
Presentation: Opportunities in Shariah Compliant Real Estate Investments: Key Markets and Opportunities
Daniel Cooper – Partner, Head of North America, 90 North Real Estate, USA
 
10:40 - 11:10
Coffee & Networking
 
11:10 - 11:25
CEO Interview: How Middle Eastern Investors view the US Shariah Compliant Investment Market
Muhannad Abulhasan – Chief Executive Officer, Arzan Wealth
 
11:25 - 12:05
A Strategy for Asset Allocation and Promoting Cross Border Investments
  • Long and short-terms asset allocation strategies for Islamic investors
  • Which US-based Shariah-compliant investments are likely to appeal to global investors?
  • Outlook for investments in offshore Sukuk funds
  • How is the concept of passporting influencing offshore fund distribution and overcoming regulatory hurdles to fund distribution?
  • How can the mechanism for distribution of funds in non-Muslim countries be improved? Will new regulations promote cross border distribution
 
Moderator: Jawad Ali – Managing Partner, Middle East Offices, King & Spalding
Panelists: Alka Banerjee – Managing Director, Strategy and Global Equity Indices, S&P Dow Jones Indices, USA
Jamaluddin Nor Mohamad –
Director of Islamic and Alternative Markets, Bursa Malaysia
Mohamad Nasir – General Manager, Allied Asset Advisors, USA
Nabil Issa – Partner,King & Spalding
 
12:05 - 12:10
Closing remarks