Dakar: The Heritage and Investment Forum – FPI Africa 2024
THE HERITAGE AND INVESTMENT FORUM – FPI AFRICA is a major international event initiated by Dimensions Group agency and CGF Bourse, who are technical partners associated with it. This event brings together a dynamic community of wealth management and investment professionals, investors, issuers, various experts, businesses, public authorities, regulators, as well as financial market participants. The first edition took place in Dakar on October 26, 2023, under the effective presidency of the Prime Minister of Senegal.
We expect from THE HERITAGE AND INVESTMENT FORUM:
- Discussions with experts through panels and special sessions
- Focus on various domains with different experts in wealth management, asset management, financial advisors, notaries, lawyers, accountants, tax experts, real estate experts, etc.
- A forum to exchange ideas on the latest market trends, new regulations, and investment opportunities
- Solutions involving regulators and public authorities
- Synergy through well-organized networking with a meeting management platform
- A magazine showcasing visibility of various partners, their vision, and better understanding of their areas of expertise
PROGRAM
Panel 1: Heritage and Investment: Investing and Developing Champions
Panel 2: Supporting Businesses: Advice, Financing, and Development
Panel 3: Sustainability of Our Businesses: Development and Succession
Panel 4: Utilization of Our Resources: Local Content in Service of the Private Sector
OBJECTIVES
GENERAL OBJECTIVE The general objective of the Heritage and Investment Forum is to promote the preservation and growth of our heritage by providing a dynamic and collaborative space for investors, finance professionals, and diverse experts. The aim is to foster knowledge exchange, discover sustainable investment opportunities, and explore long-term wealth management strategies. It also aims to promote a deep understanding of current and future challenges in heritage management, facilitate strategic alliances, and build strong networks to encourage financial prosperity while preserving heritage for future generations. Additionally, it seeks to stimulate savings and drive investment dynamics.
SPECIFIC OBJECTIVES
- Provide a platform for sharing best practices in wealth management and asset diversification
- Foster dialogue on emerging trends in financing our economies, focusing on investment opportunities
- Facilitate exchanges among institutional investors, private wealth managers, and tax management experts to promote better financial and estate planning approaches
- Encourage the establishment of transparent and fair governance regulations and practices to build investor confidence and ensure sustainability of the entire financial market
- Strengthen partnerships between public authorities and the private sector
- Promote investment opportunities in Africa
- Propose concrete solutions for investment development
- Establish the forum as a reliable and respected reference in the fields of heritage and investment
EXPECTED OUTCOMES
- Capacity building of participants in financial management and wealth planning, leading to improved investment decisions, reduced financial risks, and optimized long-term returns on investment
- Increased adoption of transparent and ethical governance practices in investment strategies, enhancing investor and partner confidence while contributing to regional financial market stability and sustainability
- Emergence of investment solutions in emerging sectors, promoting sustainable economic growth and job creation in various sectors
- Emergence of strategic partnerships among financial sector actors, governmental bodies, and non-governmental organizations, facilitating the implementation of local economic development projects
- Enhancement of knowledge and skills of participants in personal financial planning, resulting in better management of assets and liabilities, as well as more effective tax optimization for individuals and corporations
- Creation of a dynamic and engaged community of investment professionals and wealth managers, fostering continuous exchange of ideas, best practices, and perspectives on financial sector trends and challenges
Organizer
Established in 1998, Compagnie de Gestion Financière et de Bourse, CGF Bourse, is a public limited company with a capital of 1.5 billion CFA francs. CGF Bourse is a Management and Intermediation Company (SGI) authorized on the UEMOA financial market by the Regional Council for Public Savings and Financial Markets (CREPMF). CGF Bourse has built a solid reputation in several areas of activity, including raising capital or debt securities to secure long-term financing, providing advice and assistance in merger, acquisition, or divestiture processes, financial restructuring, establishing employee share ownership plans, and conducting public offerings… Through our asset management subsidiary, CGF Gestion, we specialize in creating dedicated products for targeted fundraising or the general public, managing supplementary retirement pension funds for employees, and creating investment funds for corporate excess cash management. CGF thus offers a wide range of financial services to a diverse clientele, including states, industrial and commercial companies, financial institutions, local authorities, and individuals. CGF is committed to being a pioneer in its market, offering both alternative and exclusive approaches to meeting the financial needs of its clients.
