<description>&lt;div class="OutlineElement Ltr SCXW30879215 BCX0"&gt; &lt;p class="Paragraph SCXW30879215 BCX0"&gt;&lt;span class= "TextRun SCXW30879215 BCX0" lang="EN-US" xml:lang="EN-US" data-contrast="auto"&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt;In this episode, Tano Santos speaks with Samer Sarraf, Founding Partner and COO of &lt;/span&gt;&lt;span class= "NormalTextRun SpellingErrorV2Themed SCXW30879215 BCX0"&gt;Amwal&lt;/span&gt;&lt;span class="NormalTextRun SCXW30879215 BCX0"&gt; Capital Partners, about his journey from engineering and construction to Lehman Brothers and &lt;/span&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt;ultimately founding&lt;/span&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt; a public equities firm focused on the GCC. Samer reflects on lessons from the 2008 &lt;/span&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt;financial crisis&lt;/span&gt;&lt;span class="NormalTextRun SCXW30879215 BCX0"&gt;, why private equity struggled in the region, and how his team applies a private equity mindset to public markets. The conversation examines regulatory change, market structure in Saudi and the UAE, concentrated&lt;/span&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt; &lt;/span&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt;inv&lt;/span&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt;e&lt;/span&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt;s&lt;/span&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt;t&lt;/span&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt;ing, and a deep dive into Abu Dhabi Ports and much more!&lt;/span&gt;&lt;/span&gt;&lt;span class= "EOP SCXW30879215 BCX0" data-ccp-props="{}"&gt; &lt;/span&gt;&lt;/p&gt; &lt;/div&gt; &lt;div class="OutlineElement Ltr SCXW30879215 BCX0"&gt; &lt;p class="Paragraph SCXW30879215 BCX0"&gt;&lt;span class= "EOP SCXW30879215 BCX0" data-ccp-props="{}"&gt; &lt;/span&gt;&lt;/p&gt; &lt;/div&gt; &lt;div class="OutlineElement Ltr SCXW30879215 BCX0"&gt; &lt;p class="Paragraph SCXW30879215 BCX0"&gt;&lt;span class= "EOP SCXW30879215 BCX0" data-ccp-props="{}"&gt; &lt;/span&gt;&lt;/p&gt; &lt;/div&gt; &lt;div class="OutlineElement Ltr SCXW30879215 BCX0"&gt; &lt;p class="Paragraph SCXW30879215 BCX0"&gt;&lt;span class= "EOP SCXW30879215 BCX0" data-ccp-props="{}"&gt; &lt;/span&gt;&lt;/p&gt; &lt;/div&gt; &lt;div class="OutlineElement Ltr SCXW30879215 BCX0"&gt; &lt;p class="Paragraph SCXW30879215 BCX0"&gt;&lt;strong&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt;Key Topics:&lt;/span&gt;&lt;/strong&gt;&lt;span class= "LineBreakBlob BlobObject DragDrop SCXW30879215 BCX0"&gt;&lt;strong&gt;&lt;span class="SCXW30879215 BCX0"&gt; &lt;/span&gt;&lt;/strong&gt;&lt;br class="SCXW30879215 BCX0" /&gt; &lt;/span&gt;&lt;span class="EOP SCXW30879215 BCX0" data-ccp-props= "{}"&gt; &lt;/span&gt;&lt;/p&gt; &lt;/div&gt; &lt;div class="OutlineElement Ltr SCXW30879215 BCX0"&gt; &lt;p class="Paragraph SCXW30879215 BCX0"&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt; ●Samer's upbringing in Jordan and the role of education and entrepreneurship in his family (3:35)&lt;/span&gt;&lt;span class= "LineBreakBlob BlobObject DragDrop SCXW30879215 BCX0"&gt;&lt;span class= "SCXW30879215 BCX0"&gt; &lt;/span&gt;&lt;br class= "SCXW30879215 BCX0" /&gt;&lt;/span&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt;● Studying civil engineering at McGill and early career in construction in Paris and Tahiti (9:46)&lt;/span&gt;&lt;span class= "LineBreakBlob BlobObject DragDrop SCXW30879215 BCX0"&gt;&lt;span class= "SCXW30879215 BCX0"&gt; &lt;/span&gt;&lt;br class= "SCXW30879215 BCX0" /&gt;&lt;/span&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt;● Transition to Columbia Business School and pivot toward finance (16:16)&lt;/span&gt;&lt;span class= "LineBreakBlob BlobObject DragDrop SCXW30879215 BCX0"&gt;&lt;span class= "SCXW30879215 BCX0"&gt; &lt;/span&gt;&lt;br class= "SCXW30879215 BCX0" /&gt;&lt;/span&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt;● Joining Lehman Brothers' real estate group and structuring CMBS transactions (17:57)&lt;/span&gt;&lt;span class= "LineBreakBlob BlobObject DragDrop SCXW30879215 BCX0"&gt;&lt;span class= "SCXW30879215 BCX0"&gt; &lt;/span&gt;&lt;br class= "SCXW30879215 BCX0" /&gt;&lt;/span&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt;● Early signs of stress in credit markets ahead of the financial crisis (23:28)&lt;/span&gt;&lt;span class= "LineBreakBlob BlobObject DragDrop SCXW30879215 BCX0"&gt;&lt;span class= "SCXW30879215 BCX0"&gt; &lt;/span&gt;&lt;br class= "SCXW30879215 BCX0" /&gt;&lt;/span&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt;● Moving from investment banking to private equity in the GCC (26:48)&lt;/span&gt;&lt;span class= "LineBreakBlob BlobObject DragDrop SCXW30879215 BCX0"&gt;&lt;span class= "SCXW30879215 BCX0"&gt; &lt;/span&gt;&lt;br class= "SCXW30879215 BCX0" /&gt;&lt;/span&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt;● Why the private equity model struggled in the region (35:02)&lt;/span&gt;&lt;span class= "LineBreakBlob BlobObject DragDrop SCXW30879215 BCX0"&gt;&lt;span class= "SCXW30879215 BCX0"&gt; &lt;/span&gt;&lt;br class= "SCXW30879215 BCX0" /&gt;&lt;/span&gt;&lt;span class= "TextRun SCXW30879215 BCX0" lang="EN-US" xml:lang="EN-US" data-contrast="auto"&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt;● Founding &lt;/span&gt;&lt;span class= "NormalTextRun SpellingErrorV2Themed SCXW30879215 BCX0"&gt;Amwal&lt;/span&gt;&lt;span class="NormalTextRun SCXW30879215 BCX0"&gt; Capital Partners and testing the strategy with personal capital (31:15)&lt;/span&gt;&lt;/span&gt;&lt;span class= "LineBreakBlob BlobObject DragDrop SCXW30879215 BCX0"&gt;&lt;span class= "SCXW30879215 BCX0"&gt; &lt;/span&gt;&lt;br class= "SCXW30879215 BCX0" /&gt;&lt;/span&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt;● The structure and liquidity of GCC public markets, including Saudi Arabia and the UAE (37:24)&lt;/span&gt;&lt;span class= "LineBreakBlob BlobObject DragDrop SCXW30879215 BCX0"&gt;&lt;span class= "SCXW30879215 BCX0"&gt; &lt;/span&gt;&lt;br class= "SCXW30879215 BCX0" /&gt;&lt;/span&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt;● Applying a "private equity DNA" approach to public equities (43:23)&lt;/span&gt;&lt;span class= "LineBreakBlob BlobObject DragDrop SCXW30879215 BCX0"&gt;&lt;span class= "SCXW30879215 BCX0"&gt; &lt;/span&gt;&lt;br class= "SCXW30879215 BCX0" /&gt;&lt;/span&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt;● Using regulatory insight and on-the-ground research as a competitive edge (49:45)&lt;/span&gt;&lt;span class= "LineBreakBlob BlobObject DragDrop SCXW30879215 BCX0"&gt;&lt;span class= "SCXW30879215 BCX0"&gt; &lt;/span&gt;&lt;br class= "SCXW30879215 BCX0" /&gt;&lt;/span&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt;● Portfolio construction and concentrated positioning in regional markets (55:18)&lt;/span&gt;&lt;span class= "LineBreakBlob BlobObject DragDrop SCXW30879215 BCX0"&gt;&lt;span class= "SCXW30879215 BCX0"&gt; &lt;/span&gt;&lt;br class= "SCXW30879215 BCX0" /&gt;&lt;/span&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt;● Case study: Abu Dhabi Ports and the long-term logistics and industrialization thesis (56:27)&lt;/span&gt;&lt;span class= "LineBreakBlob BlobObject DragDrop SCXW30879215 BCX0"&gt;&lt;span class= "SCXW30879215 BCX0"&gt; &lt;/span&gt;&lt;br class= "SCXW30879215 BCX0" /&gt;&lt;/span&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt;● And much more!&lt;/span&gt;&lt;span class="EOP SCXW30879215 BCX0" data-ccp-props= "{"335559739":240}"&gt; &lt;/span&gt;&lt;/p&gt; &lt;/div&gt; &lt;div class="OutlineElement Ltr SCXW30879215 BCX0"&gt; &lt;p class="Paragraph SCXW30879215 BCX0"&gt;&lt;strong&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt;Mentioned in this Episode:&lt;/span&gt;&lt;span class="EOP SCXW30879215 BCX0" data-ccp-props= "{}"&gt; &lt;/span&gt;&lt;/strong&gt;&lt;/p&gt; &lt;/div&gt; &lt;div class="OutlineElement Ltr SCXW30879215 BCX0"&gt; &lt;p class="Paragraph SCXW30879215 BCX0"&gt;&lt;span class= "TextRun SCXW30879215 BCX0" lang="EN-US" xml:lang="EN-US" data-contrast="auto"&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt; ● &lt;/span&gt;&lt;span class= "NormalTextRun SpellingErrorV2Themed SCXW30879215 BCX0"&gt;Amwal&lt;/span&gt;&lt;span class="NormalTextRun SCXW30879215 BCX0"&gt; Capital Partners&lt;/span&gt;&lt;/span&gt;&lt;span class="EOP SCXW30879215 BCX0" data-ccp-props="{}"&gt; &lt;/span&gt;&lt;/p&gt; &lt;/div&gt; &lt;div class="OutlineElement Ltr SCXW30879215 BCX0"&gt; &lt;p class="Paragraph SCXW30879215 BCX0"&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt; ● Lehman Brothers&lt;/span&gt;&lt;span class="EOP SCXW30879215 BCX0" data-ccp-props= "{}"&gt; &lt;/span&gt;&lt;/p&gt; &lt;/div&gt; &lt;div class="OutlineElement Ltr SCXW30879215 BCX0"&gt; &lt;p class="Paragraph SCXW30879215 BCX0"&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt; ● Abu Dhabi Ports&lt;/span&gt;&lt;span class="EOP SCXW30879215 BCX0" data-ccp-props= "{}"&gt; &lt;/span&gt;&lt;/p&gt; &lt;/div&gt; &lt;div class="OutlineElement Ltr SCXW30879215 BCX0"&gt; &lt;p class="Paragraph SCXW30879215 BCX0"&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt; ● Dubai Ports World&lt;/span&gt;&lt;span class="EOP SCXW30879215 BCX0" data-ccp-props= "{}"&gt; &lt;/span&gt;&lt;/p&gt; &lt;/div&gt; &lt;div class="OutlineElement Ltr SCXW30879215 BCX0"&gt; &lt;p class="Paragraph SCXW30879215 BCX0"&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt; ● McGill University&lt;/span&gt;&lt;span class="EOP SCXW30879215 BCX0" data-ccp-props="{}"&gt; &lt;/span&gt;&lt;/p&gt; &lt;/div&gt; &lt;div class="OutlineElement Ltr SCXW30879215 BCX0"&gt; &lt;p class="Paragraph SCXW30879215 BCX0"&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt; ● Columbia Business School&lt;/span&gt;&lt;span class="EOP SCXW30879215 BCX0" data-ccp-props= "{}"&gt; &lt;/span&gt;&lt;/p&gt; &lt;/div&gt; &lt;div class="OutlineElement Ltr SCXW30879215 BCX0"&gt; &lt;p class="Paragraph SCXW30879215 BCX0"&gt;&lt;span class= "EOP SCXW30879215 BCX0" data-ccp-props="{}"&gt; &lt;/span&gt;&lt;/p&gt; &lt;/div&gt; &lt;div class="OutlineElement Ltr SCXW30879215 BCX0"&gt; &lt;p class="Paragraph SCXW30879215 BCX0"&gt;&lt;span class= "EOP SCXW30879215 BCX0" data-ccp-props="{}"&gt; &lt;/span&gt;&lt;/p&gt; &lt;/div&gt; &lt;div class="OutlineElement Ltr SCXW30879215 BCX0"&gt; &lt;p class="Paragraph SCXW30879215 BCX0"&gt;&lt;span class= "EOP SCXW30879215 BCX0" data-ccp-props="{}"&gt; &lt;/span&gt;&lt;/p&gt; &lt;/div&gt; &lt;div class="OutlineElement Ltr SCXW30879215 BCX0"&gt; &lt;p class="Paragraph SCXW30879215 BCX0"&gt;&lt;strong&gt;&lt;span class= "NormalTextRun SCXW30879215 BCX0"&gt;Thanks for Listening!&lt;/span&gt;&lt;span class="EOP SCXW30879215 BCX0" data-ccp-props="{}"&gt; &lt;/span&gt;&lt;/strong&gt;&lt;/p&gt; &lt;/div&gt; &lt;div class="OutlineElement Ltr SCXW30879215 BCX0"&gt; &lt;p 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Value Investing with Legends

Columbia Business School

Samer Sarraf - Investing in the GCC: Private Equity Discipline in Public Markets

MAR 13, 202676 MIN
Value Investing with Legends

Samer Sarraf - Investing in the GCC: Private Equity Discipline in Public Markets

MAR 13, 202676 MIN

Description

In this episode, Tano Santos speaks with Samer Sarraf, Founding Partner and COO of Amwal Capital Partners, about his journey from engineering and construction to Lehman Brothers and ultimately founding a public equities firm focused on the GCC. Samer reflects on lessons from the 2008 financial crisis, why private equity struggled in the region, and how his team applies a private equity mindset to public markets. The conversation examines regulatory change, market structure in Saudi and the UAE, concentrated investing, and a deep dive into Abu Dhabi Ports and much more! Key Topics: ●Samer's upbringing in Jordan and the role of education and entrepreneurship in his family (3:35) ● Studying civil engineering at McGill and early career in construction in Paris and Tahiti (9:46) ● Transition to Columbia Business School and pivot toward finance (16:16) ● Joining Lehman Brothers' real estate group and structuring CMBS transactions (17:57) ● Early signs of stress in credit markets ahead of the financial crisis (23:28) ● Moving from investment banking to private equity in the GCC (26:48) ● Why the private equity model struggled in the region (35:02) ● Founding Amwal Capital Partners and testing the strategy with personal capital (31:15) ● The structure and liquidity of GCC public markets, including Saudi Arabia and the UAE (37:24) ● Applying a "private equity DNA" approach to public equities (43:23) ● Using regulatory insight and on-the-ground research as a competitive edge (49:45) ● Portfolio construction and concentrated positioning in regional markets (55:18) ● Case study: Abu Dhabi Ports and the long-term logistics and industrialization thesis (56:27) ● And much more! Mentioned in this Episode: ● Amwal Capital Partners ● Lehman Brothers ● Abu Dhabi Ports ● Dubai Ports World ● McGill University ● Columbia Business School Thanks for Listening! Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at [email protected]. Follow the Heilbrunn Center on social media on Instagram, LinkedIn, and more!