The Next Generation Portfolio Redefining Private Wealth for Modern Advisors

The Next Generation Portfolio: Redefining Private Wealth for Modern Advisors

Hosted by: Kirill Schmidt ,Sami Daher & Statum Capital (UAE)

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For Independent Financial Advisors, Wealth Managers & Boutique Firms in the UAE

The wealth landscape is shifting — and your clients are expecting more. More insight. More access. More performance. This exclusive online session is designed for UAE-based independent financial advisers looking to move beyond outdated models and position themselves at the forefront of modern private wealth.

Join Kirill Schmidt, Sami Daher and the team at Statum Capital as we explore how advisors can redefine value in a world where the classic 60/40 portfolio no longer cuts it, and private markets are reshaping what it means to build long-term wealth. Kirill has an extensive investment management background.
During his career, he held senior executive positions at Citibank and Renaissance Capital.

Additionally he founded a Family Office in 2008, launched a Crypto Fund in 2017 in Luxembourg, and a Swiss-based asset management company in 2019. In 2021 he became a Venture Partner of a US-based venture firm.

Sami N. Daher has nearly 30 years of experience in financial and investment advisory.
During his career, he held senior executive positions at Schroder & Co., CIBC Oppenheimer, and Advanced Equities. He was Executive Director and later Senior Vice President overseeing major investment initiatives across the USA, Europe, Middle East, and Asia.

Additionally, he founded V-Cap, a private equity firm based in Beirut, and AE-Middle East, a capital advisory firm representing U.S. boutique investment banks in the MENA region. He served on the Board of Directors of Airbiquity in Seattle, and in 2023 joined Andermatt Capital Limited in Abu Dhabi as Senior Executive Officer.09:20
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What we'll explore:

Beyond 60/40: What’s Next for Portfolio Construction
Why the traditional allocation is no longer fit for today’s environment — and what replaces it.

Private Market Insights: Practical Use Cases
How to build real diversification using alternative assets.

Where Capital Meets Disruption: Real Deal Access
Examples of private transactions driving future returns in frontier sectors.

The Advisor’s Role in Innovation
How modern advisers are evolving into curators of opportunity — and why clients value it.

Who will this webinar be ideal for ?

• Single and Multi Family offices
• Independent Financial Advisors
• Investors
• Wealth Managers
  
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  Why Attend?
  • Engage with a community of top-performing IFAs and independent wealth professionals
  • Access insights and deal flow usually reserved for institutions
  • Meet Statum Capital’s UAE-based leadership and hear their vision for wealth innovation
  • Walk away with practical frameworks to elevate your advisory offering