Tejas Dani is a seasoned finance professional with an impressive track record spanning multiple roles in prestigious firms across Australia. Tejas initially honed his skills at the University of Mumbai, where he received a Bachelor of Commerce in Financial Accounting and Auditing in 2000. He further expanded his financial expertise with a Master of Commerce, majoring in finance, from the University of New South Wales (UNSW), Sydney in 2008.

Wilson Mwangi is a seasoned professional with a wealth of experience in economics, finance, and business management. He is currently serving as the head of African operations and senior portfolio manager at Balfour Capital Group, where he is responsible for driving the firm’s growth in the African market.

Prior to his current role, Mwangi served as the deputy chief economist for Nyandarua County Government of Nairobi, Kenya, where he coordinated the development of sector policies and programs in the productive, infrastructure, and social services in the country. He was also responsible for macro planning and coordination of regional and international economic policies and programs.

Janus Lim, a distinguished finance specialist, has recently joined Balfour Capital, bringing a wealth of knowledge and experience. With a diverse background in finance, Janus has made remarkable contributions throughout his career, including the creation of Nexus8.

Janus began at Abn Amro and Standard Chartered Bank, demonstrating exceptional financial acumen. He excelled as a business development manager at Avantgarde Minds, building valuable relationships with C-level executives. At Finaqe Group, Janus founded a leading credit advisory firm, connecting businesses with funding.

Introducing Matthieu Baud, a visionary mind at the juncture of data science and financial engineering. Armed with a degree in data science and financial engineering from EPFL, he embarked on an exhilarating journey into the realm of quantitative finance. He then went on to work for a couple of years as a machine learning engineer/quantitative analyst at Tradition SA in Lausanne.

With a career spanning 25 years across renowned asset management, banking, and fintech entities in Hong Kong. Dr. Louis Poon stands as a distinguished figure in the realm of investment banking, revered for his profound expertise in ESG and impact investing, complemented by his exceptional investment prowess.

As the executive vice chairman of the Association of Family Offices in Asia, Dr. Poon demonstrates unwavering dedication to advancing ESG and impact investing, shaping the landscape of sustainable finance. His commitment extends beyond professional realms, as evidenced by his decade-long involvement in mentorship programs at City University of Hong Kong.

Akash Swamynathan, who resides in Singapore, is a financial professional with a track record in investment consulting and financial research across global markets. With a keen eye for detail and a passion for delivering tailored solutions to high-net-worth individuals, Akash has consistently exceeded expectations in his roles, driving revenue growth and fostering long-term client relationships.

In his tenure at Manulife Singapore, Akash served as a financial consultant within the Private Client Services division of the Manulife Advisory Group. Here, he showcased his expertise in developing customized investment portfolios carefully aligned with clients’ risk tolerance, investment objectives, and time horizon. Notably, Akash raised substantial investment contributions totaling SGD 500,000 within a span of six months, underscoring his ability to deliver results effectively.

Moreover, Akash excelled in managing a diverse portfolio of high-net-worth clients, providing them with tailored insurance solutions to safeguard their assets and wealth. His dedication to client satisfaction and proactive approach to business development resulted in a consistent stream of referrals and new growth opportunities. Leveraging advanced financial modeling tools, Akash provided clients with data-driven insights into complex insurance and investment scenarios, empowering them to make informed decisions.

Alexey is a renowned wealth advisor with over two decades of experience in the financial sector and currently resides in Singapore. His career highlights a track record of goal-oriented accomplishments, underpinned by a wealth of knowledge spanning a broad array of areas within the financial markets, including stock market investments, commodities, fixed-income assets, cryptocurrency trades, wealth management, and financial analytics. Signifying a deep grasp of the complex interrelations within the financial arena.

Meet Henry Declety, a visionary entrepreneur and the mastermind behind Anadeia, a Swiss advisory firm that specializes in the ever-evolving world of cryptocurrency. Henry has successfully integrated machine learning seamlessly into Anadeia’s algorithmic model, setting it apart and putting it in a league of its own.

Henry’s journey into this dynamic field began at the prestigious EPFL, where he honed his skills as a machine learning engineer. Armed with this knowledge, he ventured into the realm of quantitative systems, pioneering innovative solutions that have the potential to reshape the financial landscape.

cott Canillac is a lively addition to the Balfour team. Scott’s educational foundation in business management and finance, earned at Aberdeen University, laid the groundwork for his remarkable career. He then set his sights on Geneva, the global hub for wealth management, and embarked on a path at AWAP, honing his expertise.

This later led him to FlowBank, where he delved into market analysis and trading, with a sharp focus on the Forex and cryptocurrency markets. Scott’s journey has made him a seasoned independent trader.

Carl Chan is a highly skilled financial strategist and wealth architect with a strong educational background and cross-disciplinary experience. He holds an undergraduate degree in accounting from San Jose State University in California and an MBA from the University of Oxford.

Omar Al Sailawi is an innovative and dedicated professional with a solid background in client services, banking, and aviation management. With a Bachelor of Science in Aviation Management from Abu Dhabi University, Omar has demonstrated his ability to excel in dynamic environments where creativity, customer service, and strategic thinking are essential.

During his time at Abu Dhabi Islamic Bank, Omar served as a client service executive. In this role, he exceeded the bank’s monthly sales targets by achieving over 1 million AED through targeted product marketing initiatives. His ability to cross-sell secured assets contributed significantly to revenue growth, while his promotion of diverse banking products, such as credit cards and loans, boosted product awareness and uptake. Omar was also instrumental in fostering positive customer relationships by managing day-to-day inquiries with professionalism and efficiency, ensuring a high level of customer satisfaction.

Omar’s strategic approach to risk mitigation, combined with his in-depth analysis of customer inquiries, further solidified his value to the bank. His technical proficiency in Oracle, Finnone, and Ethix, along with his strong interpersonal and communication skills, have allowed him to navigate complex client interactions and contribute meaningfully to team collaboration.

Omar is adaptable and poised under pressure, always demonstrating a strong commitment to achieving goals while maintaining the quality of his work. His excellent networking abilities have also helped him successfully onboard new partners and stakeholders. As a motivated and detail-oriented professional, Omar Al Sailawi seeks opportunities that foster creativity and innovation, where he can continue to make a significant impact.

Damian Quiros is an accomplished financial expert and business leader with a specialized focus on stock market investments, portfolio management, and derivatives trading. With over 16 years of experience in both local and international markets, Damian has honed his expertise in technical and fundamental analysis across a wide range of financial instruments, including stocks, options, futures, Forex, CFDs, bonds, and cryptocurrencies. His deep understanding of global macroeconomic and microeconomic conditions allows him to provide comprehensive advisory services to clients seeking to optimize their investment strategies.

As the CEO and Founder of Q | Capital, Damian has developed and led advanced training programs for investors and traders, focusing on financial assets such as bonds, repos, and swaps. His practical approach, combining real-world technical and fundamental analysis, empowers students to identify profitable opportunities, manage financial risks, and adapt to dynamic market conditions.

Beyond his financial expertise, Damian brings significant managerial experience from his time at Faurecia Sistemas de Escape Argentina S.A in the automotive industry. He was responsible for overseeing production, quality, logistics, and the coordination of human resources. Damian’s leadership resulted in several industry accolades, including recognition for cost reduction, quality performance, and operational excellence across clients like PSA, Ford, Volkswagen, and Renault.

Damian’s academic background includes a bachelor’s degree in economics from Universidad de la Marina Mercante. He has also pursued advanced courses in derivatives trading and stock market investments, further solidifying his position as a leading financial educator and practitioner.

Pradita Astarina is an accomplished investment professional with broad experience across sectors such as technology, media, telecommunications (TMT), consumer goods, retail, food & beverage, energy, and real estate. In her recent role as a CIO, Pradita has led, structured, and executed various deals in the private capital market (both private equity and venture capital) & the multi-family office (MFO), demonstrating her expertise in both domestic and international markets. Based in Jakarta and Singapore, Pradita oversees high-value transactions in industries, with deals ranging from USD 20 million to USD 500 million.

Previously, Pradita served as senior vice president of Investment & Business Development at CFI, the family office of Indika Energy, where she managed a multi-asset portfolio and acted as CFO for Ducati Motorsports Indonesia. Her strategic investments and divestments in sectors such as TMT and infrastructure helped drive the company’s growth.

Pradita has also worked as a venture partner at Strategic Year Holdings, focusing on growth equity and technology investments, and at Global Venture Partners, where she advised on cross-border mergers and acquisitions across 20 countries. Her early-stage technology investments include sectors like carbon management and AI.

Pradita holds an MBA and an MPhil from the University of Cambridge, graduating with distinction. Her accolades include the McKinsey Next Generation Women Leaders Award and recognition as a Global Shaper by the World Economic Forum. Pradita’s early career involved key roles in the Executive Office of the President of Indonesia and Creador, where she managed major deals and corporate restructuring projects.

With a strong track record in leading investments and driving growth, Pradita Astarina is a key figure in global investment, delivering results in emerging and high-growth markets.

Vijay Kothari exemplifies the role of a compliance specialist through his extensive experience in sanctions, anti-money laundering (AML), and regulatory policies across various regions, notably APAC and the UK. His career highlights a dedication to maintaining compliance with international standards, driven by a rich educational background, including a Postgraduate Certificate in International Business from St. Mary’s University in London and several significant certifications, such as the ACAMS Sanctions Compliance Certificate.

Kothari’s tenure at MUFG Bank Limited in Hong Kong as an assistant vice president in financial crime compliance (FCC) showcases his competency in conducting critical internal audits and collaborating with regulatory bodies like HK Customs. His effective management of financial crime compliance programs and delivery of training initiatives highlight his proactive approach and commitment to enhancing organizational compliance awareness.

Earlier in his career at ICICI Bank, Kothari served as deputy compliance m anager, where his analytical skills came to the forefront. His investigation of AML cases and management of global compliance communications allowed him to strategically identify changing regulations that impacted trade finance operations. His contributions significantly aided the institution in maintaining compliance amidst stringent regulatory requirements.

At Compliance Asia Consulting Limited, Kothari took on a consulting role, managing a diverse range of clients and their compliance needs. His expertise in coordinating licensing projects and conducting thorough gap analyses of compliance manuals demonstrates his in-depth understanding of regional regulatory landscapes. His successful completion of SFC inspections and leading Responsible Officer Applications is indicative of his capability and reliability in regulatory compliance matters.

Kothari’s foundation in compliance was developed during his roles at prominent financial institutions such as JP Morgan Chase and Credit Agricole, where he managed enhanced due diligence processes and contributed to client onboarding in adherence to MAS and HKMA standards. This varied experience solidifies his role as a crucial asset in compliance management and governance.

Khalid Alotaibi is a meticulous and dedicated banking professional with specialized experience in compliance operations within the financial sector. Currently serving as a compliance specialist at Vision Bank in Riyadh, Khalid focuses on implementing effective compliance strategies, ensuring adherence to industry regulations, and fostering a culture of transparency and accountability. His keen eye for detail and deep understanding of regulatory frameworks make him an asset in maintaining the integrity of financial operations.

In his current role, Khalid manages regulatory correspondence, prepares registration materials for submission to regulatory agencies, and navigates complex laws affecting the bank’s activities. He actively assists Vision Bank in complying with critical regulations, including anti-corruption, anti-fraud, anti-money laundering, and financial crime prevention, in line with SAMA regulations and guidelines. His proactive approach includes supporting the bank during SAMA reviews to ensure deliverables are met within agreed timelines.

Prior to his current role, Khalid gained valuable experience as an accountant at Nejoud Trading Company in Riyadh. He contributed to financial accuracy by gathering financial information, preparing documents, reconciling accounts, and tracking financial progress using SAP software.

Khalid holds a bachelor’s degree in financial management from King Saud University. He has further enhanced his expertise through certifications in Digital Banking and Fintech and successfully completed the Capital Market Examination (CME1). Bilingual in English and Arabic, he combines regulatory knowledge, analytical skills, and teamwork to drive compliance initiatives in the banking sector.

Fayçal Chekir has over thirty years of experience in strategic business development, financial analysis, and investment fund management. He has successfully conducted feasibility studies, managed company operations, and optimized financial performance in the aviation, automotive, and IT services industries.

Fayçal specializes in operational and financial management. His experience includes preparing administrative, legal, and financial documents, negotiating contracts, and managing relationships with financial institutions. He is adept at budget development, P&L analysis, and implementing corrective actions for improved financial performance.

In corporate finance and investment, Fayçal has evaluated companies, structured IPOs, conducted due diligence, and overseen mergers and equity investments. His strategic market insights have guided asset allocation decisions in line with organizations’ financial goals.

Currently, Fayçal is the central development director at Mediterranean Air Service (M.A.S) in Tunisia, where he oversees customer relations, portfolio development, and information system overhaul projects. He also conducts profitability studies for new cargo routes and prepares reports for board meetings.

As managing director at Alpha Ford Tunisia (2021–2023), Fayçal optimized costs through strategic contract renegotiations, implemented a new information system, and managed the budgeting process. He analyzed monthly financials and provided reports to executive committees.

From 1997 to 2021, Fayçal was the sales & cargo operations manager at M.A.S, managing international tenders, contracts, marketing campaigns, and sales strategies. He played a vital role in cargo operations for major airlines at Tunis-Carthage airport.

Between 2002 and 2010, he served as a financial consultant at Medsoft, where he participated in joint ventures, conducted company valuations, raised capital, and implemented cost accounting systems. Fayçal also managed relationships with financial institutions and provided reports to the board.

Earlier, Fayçal worked at Tunisie Valeurs as the head of the research department, managing investment funds, conducting company valuations for IPOs, advising investors, and contributing to strategic bank planning.

Recognized for his strategic thinking and financial expertise, Fayçal is a valuable asset for companies seeking to drive business growth.

Faris Arya Ramdhani is an experienced internal auditor with a specialization in ISM Code, ISPS Code, and ISO 9001 compliance. With a strong background in shipping, port management, and auditing, he has built a successful career in overseeing operational and safety standards in maritime environments. Faris has a keen ability to manage audit systems, conduct thorough risk assessments, and implement quality control procedures, ensuring the highest levels of compliance within the industry.

Most recently, Faris served as an Internal Auditor at PT PELNI, a prominent shipping company based in Jakarta. In this role, he was responsible for conducting comprehensive internal audits of maritime vessels, assessing compliance with international safety management codes, and reporting audit findings. His role involved creating detailed audit programs, developing audit checklists, and monitoring follow-up actions to ensure any identified issues were resolved. His work was instrumental in maintaining the company’s adherence to global safety standards.

Before his role at PT PELNI, Faris gained valuable experience as an agent at Ben Line Agencies, where he was responsible for coordinating the loading and unloading of cargo, preparing reports, and ensuring all documentation was in order. His attention to detail and ability to manage complex logistical operations proved critical in supporting the company’s shipping activities.

Faris also served as a company commander cadet in the Nautical Battalion at STIP Jakarta, where he developed strong leadership skills, enforcing discipline and overseeing the welfare of cadets. His ability to maintain effective communication and resolve conflicts within a structured environment highlighted his capacity for leadership and teamwork.

Faris has an experience in the fintech industry with knowledge of fundamental and technical analysis related to macroeconomics in various trading methods, including stocks, crypto, and forex, understanding spot trading and futures trading with big win rate, percentage, and high trading volume. He stands as an independent consultant for private mentorship, especially in the investment and trading industry, before joining Balfour Capital Group, with long experience in the market. His ability to carry out technical analysis and execute the market is beyond doubt.

Faris holds a Bachelor of Applied Sailing with a focus on Port and Shipping Management. He has completed numerous certifications, including Internal Auditor training for ISM and ISPS Codes, and possesses a solid foundation in risk management, crisis management, and cargo surveying. His technical proficiency, combined with a passion for maritime safety and operational excellence, makes him a valuable asset to any organization in the shipping and port management sectors.

Faris is equipped with a broad skill set in auditing, crisis management, and team leadership, Faris Arya Ramdhani is committed to upholding the highest standards in maritime safety and efficiency.

Elias Varela Viera is a driven and innovative economist with a deep focus on data science, financial modeling, and artificial intelligence. He holds a Bachelor of Science in Economics from Universidad Católica del Uruguay, where he graduated in July 2024. His academic background is enriched by a minor in Data Science, combining his strong foundation in economics with cutting-edge analytical tools.

Elias currently serves as an assistant in budgeting and management control at Pronto+, part of Scotiabank Group, where he has played a pivotal role in driving financial performance. His work in developing SQL queries and machine learning models has significantly improved decision-making processes, leading to a 25% increase in profitability and reducing financial discrepancies and overdrafts.

In addition to his role at Pronto+, Elias is the co-founder and CTO of Kairos AI Capital, a fintech startup specializing in AI-powered financial advisory and investment models. Kairos AI Capital was selected for the “Business Idea Validation” program by Uruguay’s National Agency of Development (ANDE) and the National Agency of Investigation and Innovation (ANII), where it is receiving funding and mentorship. Elias developed an AI model that optimizes stock market portfolios based on users’ risk profiles, achieving an impressive 353% CAGR over five years. His leadership and technical expertise have positioned Kairos AI Capital as a promising player in the fintech and AI landscape.

Elias is proficient in several programming languages and tools, including Python, R, SQL, and advanced Excel. He has experience with machine learning frameworks such as TensorFlow, PyTorch, and scikit-learn, and has developed solutions in big-data environments using PySpark and Apache Airflow. His ability to combine technical acumen with economic insight allows him to tackle complex financial problems with innovative solutions.

Outside of his professional life, Elias has a passion for music, playing guitar since the age of nine, and enjoys reading about economics, history, philosophy, and mathematics. He brings a unique blend of creativity, adaptability, and analytical thinking to all his ventures, making him a valuable asset to any project or organization. Elias continues to push the boundaries of financial technology and data-driven economic solutions, committed to delivering impactful results and advancing the future of AI in finance.

Tawfiq S. Al Rabi is an accomplished business development manager and financial markets expert with a proven track record in strategic growth, cultivating high-net-worth client relationships, and leading key initiatives across financial services, media, and consulting.

He began his career at CNBC Arabia as an assistant producer and unofficial researcher, where he gained insights into financial markets and macroeconomic trends, providing in-depth analyses for live programming. His ability to forecast market movements and simplify complex data was crucial for the network.

Moving into financial services, Tawfiq held key roles at SquaredFinancial and Vantage, leading marketing initiatives and building high-net-worth client relationships. At Vantage, he exceeded revenue targets by 120% in one month, demonstrating his growth-oriented approach informed by market risk management strategies.

Tawfiq embraces digital transformation, utilizing digital marketing expertise to enhance client acquisition and retention. He upholds the highest ethical standards in all interactions, aligning with CFA Institute values to build trust and credibility.

He has a foundation in quantitative financial analysis, applying financial modeling and valuation techniques to inform decisions that drive short- and long-term value. His experience spans various asset classes, including equities, fixed income, and derivatives, enabling him to develop well-diversified portfolios.

Tawfiq’s global perspective stems from working with local and international clients, tailoring financial solutions to diverse markets. Known for mentoring high-performing teams, his leadership fosters collaboration and professional growth.

Enrolled in the CFA Program, Tawfiq is committed to continuous learning. His background in financial economics from The Hashemite University equips him with strategic thinking to navigate complex financial landscapes.

Tawfiq believes “Knowledge is power, and correct information is its currency.” His career showcases his ability to innovate, identify growth opportunities, and deliver impactful outcomes. An active participant in industry events, he influences the financial landscape through thought leadership and media engagements.

Azwardy Zulfikar is an accomplished marketing manager and business development professional with a strong background in property marketing, finance, and customer relations. With a bachelor’s degree in business, majoring in management from the University of Newcastle, Australia, Azwardy combines academic knowledge with extensive hands-on experience in sales, marketing strategies, and client management.

Currently serving as a marketing manager at PT. Graha Mukti Indah Group since December 2020, Azwardy has been instrumental in planning and executing weekly and monthly marketing strategies. He oversees both online and offline marketing campaigns, manages property agents, and handles negotiations. His role also involves ensuring the smooth administration of sales and staying up to date with the latest industry trends to maintain competitive advantages. A key aspect of his work is fostering and maintaining strong relationships with clients and relevant stakeholders in the property market.

Prior to his current role, Azwardy worked as a marketing executive at PT. Ciputra Development, Citraland Kendari & Citraland Surabaya, from 2011 to 2020. During this time, he demonstrated exceptional sales skills, earning the “Best Marketing of the Year” award in 2015 and 2016 after selling 88 house units and achieving 26 housing mortgage deals. He was responsible for promoting properties through open houses, advertising, social media, and the corporate website. Azwardy also provided clients with market updates, pricing insights, mortgage advice, and after-sales services, while coordinating property closings and managing negotiations with local contractors.

His early career includes significant roles in the financial sector. At PT. Maybank Indonesia in Surabaya, he participated in the Officer Development Program as an account officer for SME, where he managed business loan relationships, assisted in business credit applications, and conducted financial analysis. At PT. Citibank Indonesia, he worked as a business development associate, acquiring new customers, expanding existing accounts, and providing product recommendations tailored to clients’ financial planning needs.

Azwardy Zulfikar is recognized for his teamwork, analytical, and problem-solving skills. He is an enthusiastic professional adept at establishing long-term, positive relationships with clients, colleagues, and partners. Azwardy Zulfikar continues to leverage his comprehensive expertise in marketing and business development to drive success and innovation in the property market.

Tomy Lim is an accomplished finance and audit professional with over a decade of experience in corporate governance, accounting, taxation, and auditing. His career spans key leadership roles at prominent firms in Indonesia and Singapore, where he has led complex financial projects and delivered expert advisory services.

In his recent role as a manager at PT Financial Insight Services Indonesia, Tomy provides comprehensive bookkeeping, taxation, and financial advisory services to clients. He has built strong client relationships by delivering financial insights, optimizing tax strategies, ensuring regulatory compliance, and executing various project funding. Prior to this role, Tomy was an audit manager at PwC Singapore, where he managed a portfolio of clients in the financial service industry, performed financial analysis, and developed tailored audit plans to address unique business risks.

Tomy has also held key positions at Deloitte Indonesia, where he contributed to international bond and equity offerings, mergers and acquisitions, and IPO projects, demonstrating his deep expertise in corporate finance. His earlier experience includes significant tenures at Ernst & Young Indonesia, where he provided tax advisory and accounting consultancy services and successfully led multiple audit engagements.

Tomy holds a master’s degree in accountancy from Trisakti University and a bachelor’s degree from Kwik Kian Gie School of Business. He has earned several professional certifications, including ASEAN Certified Public Accountant (CPA) and Ujian Sertifikasi Konsultan Pajak (USKP – A). His expertise in financial reporting, corporate governance, and auditing, coupled with his commitment to excellence, makes him a trusted advisor in the financial services industry.

Shamim Uz Zaman is an internationally trained legal and business expert with broad experience in legal advisory, human resources, financial law, and management. Currently serving as a Legal Officer, HR & Admin at Gazi International, a member of Gazi Group based in Dhaka, Bangladesh, Shamim has been instrumental in providing legal protection, risk management, and contract negotiation services since February 2022.

In his current role, Shamim reviews and advises on various legal matters, including Memorandums of Understanding (MOUs), contracts, and tender documents. He actively provides management with legal advice on compliance, regulatory matters, and policy development to ensure that all business activities are aligned with statutory obligations. His expertise also extends to litigation management, where he liaises with external legal counsel and manages ongoing legal cases.

In addition to his legal and management skills, Shamim has a strong foundation in IT and academic support, having worked as a Computer Lab Supervisor at Taylor’s University College in Subang Jaya, Malaysia. During this role, he provided technical assistance to students and faculty members and mentored international students in course selection.

Shamim’s career began in sales management at Farid Enterprise in Bangladesh, where he managed a small leather company and helped grow the business by promoting products to nationwide suppliers. His leadership in motivating sales teams and driving revenue growth helped position the company for long-term success.

Shamim holds a Bachelor of Laws (LLB) from the University of London, UK, and a Bachelor’s Diploma in General Business from Conestoga College, Ontario, Canada. His diverse educational and professional background, coupled with his passion for fintech and payment solutions, has equipped him with a unique perspective on the intersection of law and business.

With a proven track record in legal risk management, contract negotiation, and business operations, Shamim Uz Zaman continues to apply his skills to enhance the companies he serves.

Sajid Rasheed Khan is a dynamic and results-driven professional with extensive experience in sales, business development, and financial analysis. He brings a unique blend of technical expertise and strategic thinking, particularly within the construction and oil & gas sectors. Sajid has consistently demonstrated his ability to drive revenue growth, build strong client relationships, and lead complex projects across multiple industries.

He holds a Master of Business Administration (MBA) in Finance and is a CFA Level 3 candidate, showcasing his strong financial acumen. His professional journey has taken him from financial advisory and tax accounting services in the UK to managing technical sales and business strategies in Saudi Arabia. With a proven track record of achieving impressive sales milestones, such as generating over 300 million Saudi Riyals in revenue, Sajid has earned multiple “Best Employee of the Year” awards.

Recently, Sajid transitioned from his role as National Sales Leader at Johnson Controls Arabia to join Balfour Capital Group as a Senior Wealth Advisor in Saudi Arabia. In this new capacity, he aims to leverage his extensive industry experience and expertise in providing financial advisory services to clients by understanding the risk and return profiles of investments and customizing solutions to align with each client’s risk appetite.

Sajid possesses hard skills in financial analysis, investment valuation, portfolio management, and risk management. Additionally, through his CFA studies, he has gained valuable knowledge in ethical standards, quantitative methods, and economics, further enhancing his analytical and decision-making abilities.

Sajid’s broad expertise also includes technical consulting, digital transformation, and organizational development, making him a versatile leader capable of spearheading strategic initiatives that enhance productivity and performance. He is fluent in English, Urdu, Arabic, and French, and possesses technical proficiency in tools like Power BI, AutoCAD, and Salesforce.

With a career spanning various industries, Sajid Rasheed Khan continues to contribute to organizational success through his analytical, data-driven approach, and commitment to delivering high-quality solutions that meet client needs.

Steven Sentosa is an accomplished banking and finance professional with extensive experience across multiple sectors, including commercial funding, business development, and corporate finance. With a solid foundation in banking products and services, Steven has excelled in roles at leading financial institutions such as Bank Sinarmas, Maybank Indonesia, UOB Indonesia, and ANZ Panin Bank.

Currently serving as the business manager for commercial funding (AVP) at Maspion Bank, Steven is responsible for managing a team of relationship managers while focusing on increasing total funding AUM through client retention and acquisition. His expertise in business development is evidenced by his previous role as subbranch manager (AVP) at Sinarmas Bank, where he successfully exceeded key performance targets, including a CASA budget of 33 billion IDR and achieving 40 billion IDR in 2022.

Steven’s career also includes a notable achievement at Maybank Indonesia, where he accomplished to grow his AUM of 400 billion rupiah (USD 25 million). At UOB Indonesia, Steven demonstrated his ability to develop collaborative partnerships and increase liabilities portfolios, consistently surpassing CASA budgets and achieving remarkable growth in funding portfolios.

A graduate of the University of Indonesia with a Master of Management, and a Bachelor of Agricultural Engineering from the University of Pelita Harapan, Steven is committed to continuous learning and professional development. He has completed several certifications, including BSMR level 1, AAJI, WMI, and Waperd, and is skilled in financial modeling, company valuation, and marketing management.

With a target-driven mindset, strong interpersonal skills, and a keen understanding of the financial landscape, Steven Sentosa continues to make significant contributions to the banking and financial services sector in Southeast Asia.

Abdullah Mohammed AlBanayan is an emerging finance professional with a solid foundation in actuarial and financial mathematics, holding a Bachelor’s degree from King Saud University. Currently positioned as an Analyst at Artal Capital, Abdullah is involved in various critical finance operations, including daily reconciliation, NAV reviews, pre-trade checks, and both monthly and quarterly reporting. His responsibilities also extend to creating pitch book presentations and developing quarterly factsheets, reflecting his analytical acumen and attention to detail.

Previously, Abdullah completed a COOP internship at Artal Capital, where he gained hands-on experience in financial modeling and reporting, further strengthening his proficiency in finance and investment management. He is committed to refining his analytical skills and is a CFA Level I candidate.

Abdullah’s dedication to continuous learning is also evident in his completion of certifications like the IFCE3 and CME-1. Bilingual in Arabic and English, Abdullah is a motivated team player with a passion for financial markets and a drive to contribute to organizational success in the finance industry.

Miguel Ramirez is an accomplished financial professional with extensive experience in treasury, capital markets, and trading. His career spans several years in both Latin America and Europe, where he has excelled in managing portfolios, conducting financial analyses, and executing high-level trading operations across various markets.

Miguel’s most recent role was as a sales & trader at Arpenta Valores S.A. in Buenos Aires, Argentina, where he worked from October 2018 to March 2023. During this time, he managed client portfolios, executed trades in both fixed and variable income markets, and conducted in-depth trading analysis using tools such as Bloomberg, TradingView, and MetaTrader 4. His expertise extended to managing the flow of sovereign bond funds and operations in over-the-counter (OTC) markets.

Before joining Arpenta, Miguel served as a financial analyst at CFA at Compañia Fiduciaria Americana in Buenos Aires from May 2017 to October 2018. In this role, he analyzed various financial projects and managed private financial trusts and public offering trusts, providing essential financial insights and support.

Miguel began his career at Banco Banesco in Caracas, Venezuela, where he held the position of credit analyst and account executive from February 2012 to March 2015. His responsibilities included analyzing commercial credit within the energy banking sector, with a particular focus on state contractors in the oil industry. He also presented credit analyses to the board of directors and managed business banking portfolios for companies importing medicines and food.

In addition to his professional experience, Miguel holds a bachelor’s degree in economics from Universidad de Los Andes in Mérida, Venezuela, where he developed a strong foundation in macroeconomics, international finance, and capital markets. He has continued to expand his expertise through certifications in capital markets, futures and options, and data analysis, including recent training in Python and Pandas for data analysis.

Miguel brings a global perspective to his work, with a deep understanding of the challenges and opportunities in Latin American and international markets. His passion for capital markets, combined with his analytical skills and hands-on experience in the financial sector, positions him as a valuable asset for any organization looking to excel in the world of finance and trading.

Akhat Mussabayev is a dynamic entrepreneur and engineer with a diverse background in technology, innovation, and business development. He is the Founder and CEO of ARDO Group Limited, a company dedicated to reducing food costs for restaurants and minimizing food waste in Hong Kong through a surplus marketplace. Since founding ARDO in May 2023, Akhat has led the company’s overall development, focusing on B2B sales, lead generation, team management, product management, and hiring.

Prior to ARDO, Akhat founded Brain Tutor in May 2020, an innovative educational center aimed at helping students from Kazakhstan secure admissions to universities abroad. His passion for education and empowering others drove the success of this venture until its conclusion in December 2021.

Akhat also has extensive experience as an electrical engineer. Most recently, he worked at NV5 Mission Critical from March 2023 to November 2023, where he was involved in commissioning mission-critical systems for top-tier data centers and technology companies in Hong Kong. He also held the role of Electrical Engineer at Urbanchain Group Limited from June 2021 to March 2023, where he managed various projects involving IoT devices, PCB design, manufacturing, research, and development. His work focused on developing AI solutions for smart parking systems.

Throughout his career, Akhat has demonstrated his leadership abilities through his involvement with the PolyU E-Formula Racing Team, where he led the electrical engineering team in managing EV battery development, induction motor wiring, and IoT PCB design within the vehicle. He also served as a quality assurance tester for Parkingbnb from April 2022 to April 2023, ensuring the functionality of web platforms and mobile apps.

Akhat holds a wide range of technical and managerial skills, including B2B sales, lead generation, out-of-the-box thinking, team management, and product development. He is proficient in tools such as Apollo.io, HubSpot, and AutoCAD, and is experienced in coding.

Akhat’s interests include entrepreneurship, robotics, 3D modeling, mechatronics, and startup innovations, reflecting his passion for technological advancements and business growth. With a proven track record in business leadership, engineering, and innovation, Akhat Mussabayev is poised to continue making impactful contributions in both the tech and business sectors.

毕业于厦门大学，2007年国内创业成立两家公司运营及管理有了深厚的业界资深分析市场动态经验，拥有超十六年金融市场分析和交易经验，取得一级理财规划师及高级外汇分析师、高级心理咨询师、经济心理学及博弈心理学。热爱交易对金融衍生品市场充满着信心，具有对外汇未来走势的分析及判断能力，对几大国家全流通货币能把握汇率的波动规律，从中能稳定获利，在交易中也取得过骄人的业绩，年收益率90%，多次获得中国金融衍生品100人论坛优秀专业人才- 一“最优交易员&最佳外汇分析师”称号。

Bizhen graduated from Xiamen University. In 2007, she founded two companies in China for operation and management. She has profound experience in analyzing market dynamics in the industry, with more than 16 years of experience in financial market analysis and trading. She has obtained the first level CHFP, Senior Foreign Exchange Analyst, and Senior Psychological Counselor. She also took economic psychology and game psychology courses. She has a passion for trading, and she is confident in the future of the financial derivatives market. She has the ability to analyze and judge the trend of foreign exchange. She can grasp the fluctuation rules of exchange rates for currencies in circulation in several major countries and make stable profits. She has also made outstanding achievements in trading performance, with an annual return rate of 90%. She has been awarded the title of “Best Trader & Best Foreign Exchange Analyst” by China Financial Derivatives 100 Forum Outstanding Professionals many times.

Chaimaa Mohammad is an accomplished professional with a diverse background in customer service, guest relations, and administrative support. She is also an active real estate agent in the UAE. She underwent intensive training at BCG, which provided her with comprehensive sales and financial skills. She holds a Bachelor’s degree in Business Administration and an LLB from Cairo University, complemented by a Cabin Crew certification from Blue Ocean Academy in Dubai.

Chaimaa’s career began in customer service with Attijariwafa Bank in Morocco, where she provided high-quality client support. She then transitioned to administrative roles, serving as a Secretary at Etihad Consultancy & Business Services, where she managed schedules, handled correspondence, and organized client appointments. Her customer-centric skills were further refined at the VIP Terminal in Abu Dhabi Airport, where she worked as a Customer Service In-Charge, ensuring premium service for high-profile clients.

From 2016 to 2018, Chaimaa served as a Guest Relations and VIP Department Supervisor at NMC Royal Hospital Khalifa in Abu Dhabi. In this role, she was responsible for enhancing patient experiences by overseeing patient care processes, addressing concerns, and maintaining compliance with healthcare standards. Her responsibilities included coordinating patient flow, safeguarding confidentiality, and managing administrative functions to ensure seamless operations. Additionally, Chaimaa has experience as a personal assistant to a CEO.

Alongside her professional pursuits, Chaimaa volunteers with the UAE Red Crescent, demonstrating her commitment to community service. Known for her professionalism, dedication, and adaptability, Chaimaa is focused on delivering exceptional service and operational excellence across diverse roles.

Diego Montano is a highly skilled and results-driven economist with a strong foundation in corporate finance, financial analysis, and investment evaluation. Currently serving as a financial analyst at Ingram Micro Holding Corporation in California, USA, Diego specializes in developing automated financial models, conducting feasibility analyses, and optimizing financial strategies. His ability to create advanced valuation models and predictive analytics has consistently driven strategic decisions that enhance value and mitigate risks.

With a diverse background, Diego has held roles across various sectors. He was a credit portfolio intern at ETNA S.A. in Lima, Peru, where he contributed to credit restructuring and portfolio profitability improvements. Additionally, as a finance intern at MSD LATAM, he facilitated cross-border fund transfers and developed cash flow forecasts for the LATAM cluster, further honing his expertise in financial operations across multiple markets.

Diego’s academic background includes a Bachelor of Science in Economics from Pontificia Universidad Católica del Perú (PUCP), where he led the Asset Management division of the Finance and Investment Club. His extracurricular activities reflect his leadership in managing risk and portfolio strategies, integrating advanced financial models, and analyzing market trends.

Beyond his professional and academic achievements, Diego has garnered recognition through his participation in trading competitions and the development of innovative financial tools, including deep learning models for asset price prediction. With a passion for leveraging data and financial insights to drive results, Diego Montano is poised to make a significant impact in the field of finance and investment.

Muhammad Khurram Khan is an accomplished senior professional in investor relations and fundraising, currently working with a Fortune 100 infrastructure investor. He brings extensive experience in promoting investments and managing strategic relationships with investors across diverse regions, including Asia, the United States, MENA, and Europe. With a solid foundation in financial markets, investment advisory, and partnership development, Muhammad has a proven track record of delivering successful fundraising strategies and fostering high-value partnerships.

As the head of investor relations and fundraising at China Communications Investment Group, Muhammad leads the global investor relations team, manages strategic investment relationships, and provides critical input on the company’s long-term investment strategies. His responsibilities include developing a global network of potential partners, organizing investor communications and events, and completing extensive due diligence on potential investment opportunities. Muhammad’s leadership has been instrumental in securing new investment opportunities and enhancing the company’s visibility in international markets.

Prior to this, Muhammad served as an investment advisor within the same organization, where he promoted domestic and foreign investments, oversaw investor-related projects, and ensured compliance with regulatory requirements. His ability to develop and maintain relationships with investors, along with his expertise in financial analysis and due diligence, has been a key factor in his success.

Muhammad’s previous experience includes leadership roles at Mi Group, where he appraised greenfield and brownfield investment opportunities and led strategic partnerships, joint ventures, and co-investment relationships. He also worked at Mondial LLC in Dubai as an investment consultant, where he advised high-net-worth clients on investment strategies and asset allocation, promoting complex financial products and developing tailored financial solutions. His career also includes a role as an investment analyst at Magnus Investment Advisors Ltd., where he managed multi-asset portfolios for institutional clients, including Unilever and IBM, providing detailed performance reports and advising on portfolio management.

Throughout his career, Muhammad has demonstrated a deep understanding of financial markets, infrastructure investments, and public-private partnerships. He has successfully negotiated multi-billion-dollar projects, including securing tax incentives and legal concessions for major infrastructure investments. His work has had a tangible impact, such as increasing the economic impact of a flagship Special Economic Zone project by USD 1 billion.

Muhammad’s expertise spans investment management, fundraising, financial modeling, and strategic relationship building, making him a highly valuable asset to any organization. His leadership skills and ability to navigate complex investment landscapes have consistently delivered positive outcomes for his clients and employers.

Muhammad began his academic journey with a BSc. (Hons) in Economics from the Lahore University of Management Sciences, followed by specialized training, including a certificate in Forecasting Financial Markets from the London School of Economics. His commitment to continued professional development is evident through his completion of advanced certifications, including the Public Private Partnership Financial Modeling Course and Financial Engineering Certification. He has also pursued CFA Level-I and passed the International Securities & Investment exam from CISI, UK.

Today, Muhammad continues to leverage his broad expertise in investment strategy and investor relations, seeking new challenges that will allow him to further contribute to the growth and success of global infrastructure projects.

Liam Whitlock is a versatile professional with extensive experience in AI, fintech consulting, sales management, and financial services. His career spans over two decades, during which he has contributed to various industries, spanning finance, technology, health, retail, and international trade. He has worked with various industries, including banks, technology firms, insurance agencies, and government organizations. With a deep understanding of market dynamics and an ability to adapt to rapidly evolving business environments, Liam has consistently driven growth and innovation in every role he has undertaken, leveraging technology.

Currently, Liam serves as an AI/fintech technology consultant, advising both B2C and B2B clients on cutting-edge fintech, AI crypto, blockchain, and telecom solutions. He has a global macro view and integrates technology and international finance in various asset classes from startups, venture capital, hedge funds, and private equity. Before this, he worked as a fintech sales consultant manager at Global Payments Inc., providing strategic guidance to clients on SaaS, PaaS, and IaaS solutions, emphasizing API integration for businesses of all sizes.

Liam’s diverse experience includes serving as the sales manager at Twice Bitten, where he implemented Alex Hormozi’s sales and marketing strategies of Acquisition.com to grow the business to over seven figures from scratch. Additionally, he has held roles in financial services, such as a personal banking consultant at IBC Bank, advising clients on investment products, portfolio analysis, and digital payments, leveraging his expertise in blockchain technology. He also worked as an international trade representative for the Oklahoma Department of Commerce, specializing in partnership deals such as M&A and joint ventures.

Academically, Liam is well-versed in international economics and finance, holding a BA in International Relations/International Economics from the University of Pennsylvania, Lauder Institute. He further advanced his knowledge through graduate certificates from Stanford University (Engineering and Technology in Fintech), Harvard Business School in Management, and the University of Oxford (International Economics). He is also a Certified Hedge Fund Professional (CHP) and Certified Private Equity Professional (CPEP) from the Hedge Fund Group. He also has diplomas in financial trading and digital marketing from Shaw Academy.

With his broad expertise and commitment to continuous learning, Liam Whitlock brings strategic insight, innovative thinking, and a results-driven mindset to all his professional endeavors. He focuses on helping clients maximize Alpha and stay on the cutting edge of trends and emerging technologies with a solid risk management strategy.

Edward Chin is a dynamic e-commerce expert, corporate strategist, and business developer with extensive experience in start-ups, equity crowdfunding, and market expansion. With a proven track record in senior management roles, Edward is passionate about driving innovation and business growth.

Currently, Edward serves as a Client Trust Advisor for the Hong Kong Fiduciary Association Limited, where he educates and empowers members with global assets. In collaboration with leading international trust companies, Edward provides tailored strategies to safeguard family legacies and ensure seamless inheritance.

Previously, Edward held the role of President of Investor Relations at HFU Capital Group, where he coached SMEs and technology start-ups, assisting them in fundraising and strategic growth. His tenure as Vice President of Partner Ecosystems and Global Operations at Aerodyne Group saw him lead market expansion efforts across Europe and South America and contribute to three major M&A transactions. He was instrumental in raising $30 million in pre-Series C funding and managing Aerodyne’s global subsidiaries in over 36 countries.

Edward’s expertise in regional business development was also demonstrated at Eureeca, where he led Southeast Asian operations, building strategic partnerships with venture capitalists, private equity firms, and high-net-worth individuals. His achievements include pioneering the Digital Free Trade Zone at Malaysia Airports Holdings Berhad in partnership with Alibaba Group, and developing growth strategies at Celcom Planet to drive $100 million in gross merchandise value.

In addition to his corporate roles, Edward is actively involved in mentorship and coaching. He has been invited to guide students and entrepreneurs through initiatives at Bursa Malaysia, Hong Leong Bank Berhad, Monash University, and other institutions. He is also the Charter Vice President of the Rotary Club KL Dynamics, where he spearheads initiatives in climate change, circular economy, and community impact programs, reaching thousands of participants across Malaysia.

Edward holds a Bachelor’s degree in Business and Commerce from Monash University, Malaysia, and has completed certifications in Private Equity, Investment Risk Management, and Generative AI. His adaptability and dedication to community impact distinguish him as a versatile leader and strategic advisor in the evolving global business landscape.

Dimitris Bakolas is a results-driven investor with a robust academic foundation in biomedical science and molecular biology, blending analytical expertise and research acumen to deliver exceptional financial results. With a diversified investment portfolio spanning securities, real estate, and peer-to-peer lending platforms, Dimitris has established himself as a Champion Popular Investor on eToro, an online retail platform, achieving a +85% total return in 5 years, with an annualized return of over +12.5% as of Q4 2024. His income-focused investment strategy and careful approach to managing risk has garnered the trust of many investors who actively replicate his approach and bebefit from his results. His approach is deceptively simple, emphasising assets that produce a reliable and continuous cashflow while maintaining a potential for appreciation.

Before transitioning to finance, Dimitris accumulated over a decade of experience as a freelance biomedical scientist and molecular biologist, analyzing clinical data and biopsies for hospitals across the UK, USA, and other regions. His scientific background instilled a meticulous attention to detail and a data-driven mindset, which he seamlessly applies to investment management.

In addition to his financial and scientific endeavors, Dimitris co-founded and managed an online store that became the third largest in Greece within four years. This entrepreneurial success highlighted his business acumen, strategic planning, and customer relationship management skills. He is also a certified insurance agent in Greece and the EU, working with one of the biggest insurance companies in the world.

Dimitris’ expertise spans financial analysis, portfolio management, risk assessment, and communication, making him a multifaceted professional poised to succeed in dynamic and interdisciplinary environments.

Mohammed Al-Ghamdi is an accomplished business leader and entrepreneur with over 15 years of experience in the global energy and petrochemical industries. Currently, he serves as the Founder and Managing Director of Mustdam for Energy, where he has successfully built a thriving company focused on industrial projects and trading. Under his leadership, the company has rapidly grown, generating over SAR 16 million in its first year. Mustdam continues to expand with new business units in renewable energy, aligning with Saudi Arabia’s Vision 2030 and sustainability goals. Mohammed is actively collaborating with global technology leaders in solar energy and electric vehicle charging systems to capture emerging opportunities in the region.

Prior to founding Mustdam, Mohammed held a series of senior positions across leading organizations in the energy and chemicals sectors. As Senior Sales Representative at Saudi Chevron Phillips (S-Chem), he played a pivotal role in executing sales strategies that significantly increased the company’s revenue and market share in Saudi Arabia. His efforts contributed over SAR 1 billion in revenue in 2018, surpassing sales targets year after year.

Mohammed also served as a Product Specialist at Methanol Chemicals Company (Chemanol), overseeing global markets for key products like urea and paraformaldehyde. During his tenure, he maximized plant capacity, improved profitability, and expanded into new markets.

Earlier in his career, Mohammed was an international sales manager at Arabian United Float Glass Company, where he successfully promoted products in international markets, developed strategies to enhance the company’s position, and helped turn the company profitable after a period of losses.

His extensive background also includes working at Saudi Basic Industries Corporation (SABIC), where, as a product executive for polymers, he was instrumental in increasing sales by 120% in assigned markets, expanding market share, and optimizing logistics to reduce costs.

Mohammed holds a Master of Business Administration (MBA) from Prince Sultan University and a bachelor’s degree in chemical engineering from King Fahd University of Petroleum & Minerals. Fluent in both Arabic and English, he is known for his leadership, strategic thinking, and ability to drive results across complex business environments.

With his extensive expertise in business development, investor relations, and strategic partnerships, Mohammed is well-positioned to contribute to Balfour Capital Group’s growth.

Antonio Marcel Collins is an accomplished international business professional and certified residential appraiser with a diverse background in finance, real estate, operations, and international security. A former Navy Operations Specialist, Antonio has demonstrated a strong commitment to achieving his educational and professional goals through rigorous academic pursuits and hands-on experience in various industries.

After serving four years in the U.S. Navy, Antonio transitioned into higher education, graduating Magna Cum Laude from San Diego State University in 2014 with a degree in international security & conflict resolution. He then earned an MBA with a specialization in international business from National University in 2016, where he honed his skills in finance, economics, and client relations.

Antonio’s professional journey began at the U.S. Veteran Administration’s work-study program, where he supported the pharmacy department, gaining experience in data management, organization, and logistics. His career then progressed to academic administration as a site director at Vincennes University, where he managed budgeting, course scheduling, academic advising, and student recruitment. During this time, he developed expertise in client relations, conflict resolution, and educational program management.

In 2015, Antonio joined Wells Fargo as a certified residential appraiser, completing a four-year trainee program to earn his certification. His role involved market analysis, property inspections, and valuations for residential properties, where he excelled in data analysis, customer service, and self-management as a remote employee. Antonio’s comprehensive understanding of market dynamics and risk analysis has been instrumental in delivering accurate appraisals and supporting informed financial decisions.

Antonio possesses a robust skill set, including project management, personnel training, client relations, and proficiency in Microsoft Office and Google Drive. His experiences span operations supervision, risk analysis, academic advising, and property valuation, equipping him with a versatile skill set adaptable to diverse professional environments.

With a global perspective, a solid foundation in business operations, and a proactive approach to client development, Antonio Marcel Collins continues to leverage his extensive experience to drive success in the ever-evolving fields of finance and real estate.

Natalie Charles is an aspiring finance professional pursuing her Master of Science in International Finance and Investment at École de Management Léonard de Vinci in Paris. With a solid academic foundation and a dedication to financial analysis, corporate finance, and investment strategies, Natalie is focused on building a career in finance. Her educational journey has equipped her with in-depth knowledge of financial instruments, mergers and acquisitions, options, futures, and emerging financial technologies such as ESG, fintech, and cryptocurrencies.

Natalie’s professional career began at Commonwealth Bank Ltd, where she served as the lead foreign exchange clerk from 2019 to 2023. In this role, she maintained an impressive 95% accuracy rate in processing various transactions and collaborated with colleagues across departments, particularly in sales and risk management. She also gained experience in adhering to regulatory requirements and implementing risk management protocols. Additionally, Natalie worked as an accounts receptionist at Commonwealth Bank, assisting with the daily monitoring and reconciliation of general ledger accounts and providing backup support for the Finance Team in tasks related to accounts payable and receivable.

Her earlier experience includes a role as Accounts Payable at Jarol Investment Ltd, where she was responsible for monitoring and reconciling accounts payable aging reports, preparing vendor payments, and managing monthly accruals and account reconciliations. Natalie also completed an internship at Scotiabank in 2012, where she gained valuable insights into financial data analysis, market research, and cross-functional collaboration in a dynamic banking environment.

She holds a Bachelor of Business Administration in Accounting from the University of The Bahamas, where she consistently ranked in the top 10% of her class. Natalie’s commitment to academic excellence is complemented by her practical experience in the finance industry, having worked in several roles that provided her with hands-on experience in financial operations, account management, and foreign exchange.

Happy Mhlanga is a seasoned finance professional with over a decade of experience spanning investments, credit operations, financial structuring, and business development. Holding the prestigious Chartered Financial Analyst (CFA) and Financial Modeling & Valuation Analyst (FMVA) certifications, Happy has established himself as a key player in driving financial performance and strategic decision-making across diverse industries.

Currently serving as the head of investments, credit operations, and business development at Fidelity Life Assurance of Zimbabwe, Happy has been instrumental in recommending investment opportunities to executive management and boards, preparing in-depth financial reports, and overseeing key corporate finance transactions. His expertise in portfolio management and investment analysis has resulted in consistent growth, notably improving profitability by 25% in one quarter and securing significant funding acquisitions.

In addition to his current role, Happy has demonstrated strong leadership during his tenure as the acting head of finance at Fidelity Life Assurance, where he managed treasury and cash flow, prepared financial reports, and improved internal controls. His work in implementing the IFRS 9 model has strengthened the organization’s financial reporting standards, and his leadership in ESG reporting has been pivotal for the company.

Happy’s extensive experience also includes serving as the chief accounting officer at Hacharshem Pvt Ltd, where he conducted financial modeling and forecasting, and as an investment manager at F.M.C Financial Services, where he led macroeconomic research and investment strategies. He has a proven track record in analyzing business results, monitoring compliance, and developing financial solutions that align with business goals.

A graduate of the National University of Science and Technology with a Master of Science in Finance and Investment, Happy continues to leverage his expertise in financial accounting, investment analysis, and corporate strategy to drive growth and innovation. His strong analytical skills, combined with his ability to lead teams and implement strategic initiatives, make him a valuable asset to any organization seeking to achieve its financial objectives.

Happy Mhlanga is committed to excellence in finance, with a focus on fostering sustainable growth through strategic investments and data-driven financial decisions.

odrigo Gutierrez Arce is a distinguished financial executive with over 27 years of experience across various industries, including banking, finance, automotive, mining, construction, and government institutions. His expertise spans corporate finance, risk management, financial restructuring, and strategic business development, making him a versatile leader in both private and public sectors.

Currently, after working for 27 years as a professional and prominent Manager in several companies in Bolivia, I am transitioning to becoming an investment entrepreneur and independent professional in Finance field in Dubai (UAE).

Rodrigo was the Chief Financial Officer (CFO) at Crown Ltda. in Bolivia until November 2024, where he overseed financial management, strategic planning, and operational efficiency. Under his leadership, the company successfully transitioned from a financial crisis to profitability, achieving significant cost reductions and securing $85 million in new debt financing. His innovative strategies have led to a 65% increase in vehicle sales and improved operational processes.

Previously, Rodrigo held key roles such as CFO at Inversiones Sucre S.A., where he guided the company through bankruptcy recovery, and as a Member of the Board of Directors at Empresa Siderúrgica del Mutún, overseeing one of South America’s largest iron deposits. He also served as Chief Operating Officer of the Bolivian Stock Exchange, where he implemented the SMART Electronic Trading System, increasing market volume by 20%.

Rodrigo’s contributions to the automotive sector as CEO and CFO of Toyosa S.A., the exclusive distributor of Toyota vehicles in Bolivia, were transformative. He spearheaded the company’s entry into the Bolivian Stock Market and expanded annual sales from 900 to over 6,000 units, significantly boosting profitability. His leadership also extended to launching new product lines and creating a successful insurance brokerage firm.

Academically, Rodrigo is economist thatcompleted a course and obtained a diploma for PhD in Financial Economics from the Universidad Autónoma de Madrid (need completing thesis to gain full PhD status), a Master’s in Banking and Finance from Universitat Pompeu Fabra, and a Diploma in Artificial Intelligence from Universidad Mayor de San Andrés. His research has focused on credit risk assessment models and financial optimization techniques. Additionally, he has shared his knowledge as a professor at several Bolivian universities, teaching finance, risk management, and project feasibility.

Rodrigo is known for his strategic vision, resilience, and problem-solving abilities. His leadership has been instrumental in driving organizational growth and navigating complex financial landscapes. With a commitment to excellence, Rodrigo continues to make significant contributions to the industries he serves.

Lee Ho Jun is a highly accomplished executive with over two decades of experience in energy business development, project management, and strategic leadership across domestic and global markets. Most recently, Lee served as the CEO of Golden Family Development Co., Ltd., where he spearheaded multiple initiatives, including the Nduns Payment App business, and represented EMB, a subsidiary of Indika Energy Group, in Korea. His role encompassed the development of projects in renewable energy, such as electric vehicles (EVs), e-scooters, lithium-ion batteries, and real estate ventures in Sinmokdong.

With a strong background in renewable energy, Lee held senior positions in several prominent companies, including CS Enertech, where he was the marketing & sales general manager. He developed advanced lithium-ion battery packs for electric vehicles and industrial equipment, collaborating with industry leaders like Hyundai Motors, Volvo Construction Equipment, and Doosan Infracore. Lee’s global experience also extended to markets in Southeast Asia, including energy business projects in Thailand, Vietnam, and Indonesia.

Earlier in his career, Lee served as the director of global energy business at Dong-A Steel Technology and as business development director at Asia Cube Energy. In these roles, he was responsible for developing large-scale photovoltaic (PV) projects and energy storage systems (ESS), managing partnerships, securing government approvals, and executing energy projects in Korea and abroad. His strategic planning and business development skills have been instrumental in forging partnerships with key players, such as the Korea Rural Community Corporation and the Saemangeum Development & Investment Agency.

Lee’s extensive expertise in renewable energy began with his tenure as a project manager at Samsung C&T Co., Ltd., where he worked on major renewable energy projects in Canada, the USA, and Italy, including a 130MW PV project in California and a 2.5GW renewable energy project in Ontario. His engineering background and hands-on approach to energy design and simulation were critical in the successful execution of these projects.

Lee holds an EMBA from Aalto University in Finland, an MBA from aSSIST in Korea, and a bachelor’s degree in architectural engineering from Korea University. His diverse educational background, combined with his deep knowledge of energy markets and renewable technologies, makes him a leader in the industry.

With a proven track record in managing complex energy projects and a passion for sustainable development, Lee Ho Jun continues to drive innovation and excellence in the fields of energy and business development.

David Agyei Mpettey, a distinguished project management and leadership professional, brings over two decades of expertise across organizational leadership, corporate strategy, construction, real estate, and property management. A PhD candidate in Strategic Management and Leadership at IIC University of Technology, Cambodia, David has consistently demonstrated excellence in fostering organizational growth, optimizing real estate investments, and delivering impactful academic mentorship.

David’s career is marked by key leadership roles across diverse sectors. Currently serving as a Senior Property Consultant at DOO Group in Dubai, UAE, he drives real estate market research and negotiation strategies while managing a high-performing team of property consultants. Simultaneously, he shares his wealth of knowledge as a Lecturer at the Kwame Nkrumah University of Science and Technology, Ghana, teaching courses on project and strategic management and mentoring the next generation of leaders.

With an EMBA in Project Management from the University of Ghana Business School and a BSc in Building Technology from Kwame Nkrumah University of Science and Technology, David is also a certified Project Management Professional (PMP) and a Fellow of the Chartered Institute of Leadership and Governance (CILG-USA). His additional credentials include a leadership certification from Harvard.

David’s diverse career includes roles such as Business Coordinator at New Modern World Co. Ltd., Ghana, where he spearheaded business strategy development and performance evaluation, and Program Coordinator at the Chartered Institute of Leadership and Governance, Ghana, where he led leadership training programs. His expertise also extends to property consultancy, construction project supervision, and facilities management through his tenure with organizations such as Intrastate Global Ltd., Dezignaid Ghana Ltd., Stanbic Bank Ghana, and the National Investment Bank of Ghana.

Manuel  Lamas is an experienced investment professional with a diverse background in finance, portfolio management, and executive leadership. He holds an MBA from IE Instituto de Empresa in Spain, a Master in Finance from IBMEC (Instituto Brasileiro de Mercados de Capitais) in Brazil, and an undergraduate degree in Economics. Additionally, he is an accredited Investment Fund Manager by CVM (Brazilian Securities and Exchange Commission) and a Certified Portfolio Manager (CGA) from Anbima (Brazilian Financial and Capital Markets Association).

Over the years, Manuel Lamas has held various leadership roles in prominent financial institutions. In 2022, he became a partner at Mosaix Consultancy, providing strategic advisory services in investment management and financial markets. Prior to that, he served as Chief Investment Officer (CIO) at Macroinvest Gestão in Brazil from 2019 to 2021, where he was responsible for overseeing investment strategies and portfolio performance. From 2016 to 2018, he was the CEO of Roma Asset, managing the firm’s operations and client portfolios. Earlier in his career, he held significant positions at AVAT Investimentos (2012-2015) as Partner/CIO, XP Investimentos CCTVM (2009-2011) as Fixed Income Director, and Schroder Investment Management Brasil DTVM S.A. (2007-2008) as Director of Multimarket Funds Management. He also served as CIO at BESAF, the asset management company of Banco Espírito Santo Brasil (2004-2007), overseeing the firm’s funds and portfolio management department.

Earlier roles in Manuel  Lamas’s career include managing portfolios at Credit Suisse Private Banking (Spain, 2001-2003), serving as Fixed Income and Derivatives Director at Fleming Asset Management (Brazil/UK, 1997-2000), and handling trading operations at Pluribank DTVM (Brazil, 1993-1997). He also gained valuable experience working at Citibank (Spain, 1992-1993) and Citibank (Brazil, 1989-1991), specializing in interbank market operations and currency transactions.

In addition to his extensive professional experience, Manuel  Lamas has pursued continuous education and training in various aspects of financial management. He has completed courses in Hedge Fund Management at London Business School (2008), Global Tax Planning for Private Clients at Credit Suisse (2003), and Portfolio Management for Private Banking (2002) at Delta Investigación Financiera and Credit Suisse in Spain. He also completed Portfolio Management II at the New York Institute of Finance in 2000.

Fluent in both English and Spanish, Manuel Lamas combines his deep knowledge of financial markets with a global perspective, making him a respected leader in the investment industry.

Bruno Sebastián Aguilera Pucciarelli is an aspiring economist currently pursuing his degree at Universidad Católica “Nuestra Señora de la Asunción” in Asunción, Paraguay. He brings a solid foundation in administrative work, having served as an Administrative Assistant at Sudameris Bank S.A.E.C.A., where he gained valuable experience in customer service, document management, inventory control, and interdepartmental collaboration. His attention to detail and ability to support internal processes made him a key asset in ensuring smooth operations within the bank.

In addition to his professional experience, Bruno is proficient in English (C1) and German (B2), which enhances his ability to navigate multinational environments. He has also completed courses in anti-money laundering (AML), counter-terrorism financing, operational risk, and proliferation of weapons of mass destruction, demonstrating a commitment to understanding critical regulatory issues in the financial sector.

Bruno is currently expanding his technical skills with training in Power BI, which will enable him to analyze data more effectively and support decision-making processes in his future career. His ambition to grow professionally and personally in environments that foster innovation and development positions him as a proactive and dedicated individual, eager to contribute to the socioeconomic progress of his community and beyond.

Thamer Alqolaity is an experienced business leader and entrepreneur with a robust background in business development, project management, and customer service. Based in Saudi Arabia, Thamer is the founder and manager of Boulevard Vie Co., where he has led teams to enhance business performance, market positioning, and customer satisfaction through adaptive management and strategic growth initiatives. His approach is grounded in a systems-thinking perspective, enabling him to analyze situations holistically and drive targeted improvements.

With a career spanning multiple industries, Thamer’s expertise includes roles such as Project Manager and Co-Owner at Tanal Holding Global Group, where he oversaw project execution. He also served as a Customer Service Team Manager at Saudi Telecom Company. His leadership at Saudi Telecom was recognized with commendations from the company’s President, VP, GM, and Center Director for his commitment to service excellence, employee training, and marketing strategy development.

Thamer’s academic credentials include a Bachelor of Arts in Business Studies with a focus on Systems Practice from Arab Open University, where he honed his skills in business behavior, strategy, and systems thinking. He has also completed an Entrepreneurship program with Empretec under the United Nations, focusing on overcoming business challenges and capitalizing on growth opportunities.

A critical thinker with certifications in business analysis, he brings a rich skill set in performance management, strategic decision-making, and corporate governance, making him a dynamic leader equipped to navigate complex business landscapes and foster sustainable growth.

Romain Jedrzejewski is a driven and versatile professional specializing in wealth management and financial advisory, with expertise in portfolio management, investment strategies, and project development. His academic background includes a Bachelor’s degree in Economics and Management from ISG Institut Supérieur de Gestion and ongoing Master’s studies in Wealth Management with a Finance specialization.

Additionally, he has pursued international studies in entrepreneurship at Laval University, Quebec, focusing on innovative business creation and project management.

Romain’s professional journey demonstrates his entrepreneurial spirit and dedication to excellence. Since 2021, he has managed a client portfolio with an impressive annual ROI of 136%, showcasing his deep understanding of financial markets and strategic planning. As a Financial Advisor at OVB, he has specialized in wealth management, retirement planning, and tax optimization, prioritizing client satisfaction through tailored solutions.

In 2022, Romain initiated and developed two distinct projects, collaborating with teams to bring ideas to fruition. Earlier, as a Training Programming Intern at Rise Up, he contributed to designing and launching an online training program, reflecting his interest in digital innovation.

Equipped with technical skills in programming (HTML, CSS, JS, MySQL), graphic design tools (Canva, Figma, Photoshop), and project management software (Trello, Mindview), Romain is proficient in managing diverse and complex projects. His multilingual abilities in French, English, and Spanish further enhance his adaptability in international settings. With a pragmatic yet innovative approach, he continues to seek opportunities for personal and professional growth within dynamic organizations.

Daniel Nicholas Mark is a versatile finance professional with a diverse background in convertible bonds trading, yacht brokerage, equity derivatives, and technical consulting. His expertise spans financial markets, client relationship management, content marketing, and technical analysis, making him a well-rounded asset in the dynamic financial sector.

Previously, Daniel served as a convertible bonds broker at BGC Securities (Hong Kong) LLC, where he played a pivotal role in a two-person team managing the APAC region’s convertible bonds operations. His rapid adaptability has been crucial in generating monthly revenues ranging from USD 65k to 95k. In addition to trading, he has taken on responsibilities in middle-office operations, price modeling, trade execution, and system updates. Recognizing the importance of technological advancements, Daniel spearheaded the integration of AI to provide daily market trend updates, enhancing client services and desk efficiency.

Prior to his current role, Daniel excelled as a yacht broker & sales manager at NextWave Yachting/Sunseeker in Hong Kong. Within his first month, he successfully closed a USD 17 million yacht sale and listed USD 25 million worth of yachts on the preowned platform. His strategic approach to client prospecting, through networking and hosting high-net-worth (HNW) events with luxury brand partners, expanded the company’s client base. Additionally, Daniel played a key role in content marketing strategies, securing significant contracts and improving the company’s website through redesign and SEO optimization. His efforts in migrating the client database to the Odoo CRM system streamlined operations and enhanced customer relationship management.

Daniel’s career also includes experience as a junior equity derivatives broker at Sunrise Brokers, where he increased revenue by fourfold within a quarter by adding six institutional clients. Despite the challenges posed by the COVID-19 pandemic, he maintained strong client relationships through voice and text-based broking on the Asia Ex-Japan team, contributing to the daily strategy with insightful content creation.

Bruno Da Silva Vassallo is an experienced finance and investment professional with a strong background in FOREX trading, stock analysis, brand-building, and digital marketing. Based in Dubai, Bruno combines analytical acumen with practical expertise, supported by an MBA in Finance from Cruzeiro Do Sul in Brazil and a Fintech Industry Professional certification from the Corporate Finance Institute (CFI) in Dubai. Bruno is well-positioned to navigate diverse financial markets and build client relationships across cultures.

Bruno has excelled in various roles throughout his career. At Investing.com as a Stock Analyst, he applied his expertise in financial modeling and trend analysis to build comprehensive investment strategies. He evaluated national and international economic conditions, advised on stock recommendations, and created detailed reports to forecast revenue, profitability, and expenses. His work involved gathering and assessing complex data to provide clients with actionable insights for portfolio optimization.

As a FOREX Trader at Infinity FOREX, Bruno managed a substantial $1 million capital portfolio and consistently surpassed profit targets. He leveraged his understanding of FOREX markets, cryptocurrencies, and commodities to develop and implement strategies for over 100 products. His keen eye for market trends allowed him to exceed an 89% profit goal, demonstrating his capacity to generate high returns in a dynamic and competitive trading environment. Additionally, he regularly produced detailed reports on major indexes, providing data-driven guidance for strategic investment decisions.

In his role as an Affiliate at OKX, Bruno played a key role in strengthening brand awareness and fostering stakeholder relationships. He utilized his skills in public relations and internet marketing to develop targeted resources that met the needs of diverse audiences, enhancing the visibility and reputation of the OKX brand within the digital finance community. His ability to manage challenging situations with ease contributed to a positive brand experience, solidifying relationships with key clients and partners.

Bruno’s career demonstrates a strong foundation in finance, investment analysis, and customer service, with a dedication to continuous growth in the ever evolving fintech landscape. Known for his solution-oriented approach, attention to detail, and exceptional communication skills, Bruno is well-equipped to deliver strategic value in the fields of finance, digital marketing, and investment.

Abdulaziz Al-Ghanyieh is a distinguished investment analyst and strategic leader with extensive expertise spanning finance, trading, human resources, and contract management. With a forward-thinking approach to investment management and a relentless drive for business growth, he consistently demonstrates his ability to optimize operational efficiency and deliver outstanding results across diverse sectors and industries. 

Currently, Abdulaziz balances dual roles: Human Resources Operations Specialist at Napco National, and Trade Finance Consultant at Euro Exim Bank. In his HR role, he spearheads talent acquisition strategies, develops performance management frameworks, and designs impactful employee engagement initiatives. Through his consultancy at Euro Exim Bank, he creates customized trade finance solutions, including letters of credit and export credit insurance, which have expanded the bank’s portfolio and strengthened revenue streams. His expertise in trade finance has not only optimized clients’ cash flow but also fortified the bank’s relationships with global financial institutions. 

In his previous role as a Contracts Analyst with Saudi Aramco’s SASREF in Jubail, Abdulaziz was pivotal in managing high-value contracts, ensuring seamless compliance with corporate policies and regulatory standards. 

He navigated the full contract lifecycle, from drafting and negotiating to conducting risk assessments and streamlining processes. His meticulous attention to detail allowed him to uncover cost-saving opportunities and mitigate risks effectively, supporting the flawless execution of multimillion-dollar projects. 

Abdulaziz’s academic background complements his professional journey. 

He is actively pursuing advanced leadership training at the London School of Business Administration and holds a Bachelor of Science in Business Administration from Jubail Industrial College. 

His educational credentials are enhanced by a suite of industry-recognized certifications, including the McKinsey Forward Program, J.P. Morgan’s Investment Banking Simulation, PwC’s Management Consulting Simulation, as well as qualifications in Six Sigma Methodology, data-driven decision-making, financial modeling, and advanced Excel. Throughout his career, Abdulaziz has proven his commitment to continuous learning, operational excellence, and impactful leadership. 

Known for his strategic vision and the ability to capitalize on growth opportunities, he is a valued asset in any organization. His multifaceted skill set and diverse experience enable him to approach complex challenges with a holistic perspective, ensuring long-term success and transformative growth.

Hicham Belgoum is an accomplished finance and investment professional with extensive experience in venture capital, private equity, and mergers and acquisitions. Currently serving as a director at N1 Blockchain Fund Swiss AG, Hicham plays a pivotal role in expanding the company’s presence in the GCC region, leading fundraising initiatives, and sourcing strategic investments in areas such as Depin, RWA, DeFi, Layer1, and Gaming. He has successfully raised funds from family offices across the GCC, US, and Europe and established key partnerships with regulated crypto funds and market makers. Hicham helped the existing family office expand in the crypto investment sector through crypto trading and venture capital.

Hicham’s career spans over a decade of high-level finance roles, including vice president at Blue Mango Capital, where he led venture capital activities, private equity deals with the Abraaj Group for healthcare acquisitions, and facilitated buy-side transactions in North Africa’s healthcare sector. His expertise includes financial modeling, deal structuring, and negotiation, having worked on acquisitions of oncology centers, radiology centers, pharma companies, and pathology labs. Hicham also played a key role in green financing initiatives, working with institutions such as the EBRD and KfW to implement financing vehicles for SMEs.

With a master’s degree in corporate finance from the National School of Business and Management (ENCG), Hicham has a deep understanding of financial markets and corporate governance. Beyond his professional achievements, Hicham is highly engaged in the broader finance and technology sectors. He has attended numerous investment summits in the GCC and Southeast Asia, including events focused on private equity, venture capital, tech innovations, blockchain, and cryptocurrency. His passion for technology and startups has also led him to participate in panel selections at Endeavor Morocco, where he evaluated and mentored high-potential entrepreneurs. Hicham is also serving as an advisor on the advisory board of some startups in the GCC region and globally.

Throughout his career, Hicham has demonstrated a strong ability to lead cross-functional teams, execute complex financial transactions, and foster strategic relationships with investors, entrepreneurs, and financial institutions. His diverse expertise and strategic mindset continue to make him a key contributor in the fields of venture capital and investment management.

Mojtaba Alhulayyel is an emerging financial professional with expertise in financial analysis, accounting, and business development. A graduate in Finance from King Faisal University, Mojtaba has a solid foundation in financial analysis and project management, which he leverages to enhance organizational performance and profitability.

Currently, Mojtaba serves as a Financial Analyst at Edrak Global Chartered Accountants and Auditors, where he prepares and analyzes monthly expense reports, reviews financial data, and devises strategies to improve profitability. His keen analytical skills and ability to collaborate effectively with business teams allow him to identify and address factors impacting financial outcomes.

Previously, Mojtaba held roles such as General Accountant at Fourx Trading Co., where he managed customer accounts, reconciliations, and daily transactions, and as a trainee at Global Taste F&B, where he gained hands-on experience in financial analysis, budgeting, and cash flow management.

With additional certifications like the Certified Associate in Project Management (CAPM) and training in fintech and retail banking, Mojtaba stays at the forefront of industry developments. He also combines technical expertise with strong communication and leadership abilities to drive innovation and success.

Mojtaba Alhulayyel is passionate about contributing to the financial and investment sectors through his skills and continuous professional growth. His goal is to always deliver strategic financial solutions that create value for organizations and their stakeholders.

Hersh Oberoi is a highly experienced professional specializing in project management, portfolio consulting, and financial market analysis. With over 15 years in the Australian and global financial services industry, Hersh has developed expertise in multi-asset portfolio management, financial risk assessment, investment research, and strategy development across diverse asset classes.

Currently, Hersh is engaged in project management for the National Disability Insurance Scheme (NDIS), where he is leading the transformation of claims and payments technology to enhance user experiences for participants, providers, and carers. Additionally, he provides portfolio consulting for Stocks in Global PTY LTD, focusing on portfolio construction, strategy modeling, and risk mitigation to maximize growth in domestic and international assets.

Hersh’s career includes key roles such as Senior Project Officer at the Department of Justice and Community Safety in Victoria, where he ensured COVID-19 compliance protocols, stakeholder engagement, and risk management. He also served as Project Portfolio Manager at Snap Innovations, overseeing complex algorithm development projects and daily stock and futures trading on multiple global exchanges. His experience extends to roles in investment analysis, quantitative trading, and client portfolio management at institutions including National Australia Bank and Genesis Proprietary Trading.

Hersh holds an MBA with a distinction in Finance and Derivatives and a Diploma in Financial Planning with RG146 compliance. He has completed advanced training in algorithmic trading, portfolio management, and risk management. Known for his strategic vision, technical expertise in platforms such as Bloomberg, FactSet, and PowerBI, and strong analytical skills, Hersh is dedicated to delivering data-driven insights and effective risk management solutions. His proficiency in financial modeling, project leadership, and stakeholder management make him a valuable asset in both corporate and public sector environments.