Capital & Legacy Forum

2026 Agenda

Explore the full line-up of strategy sessions, keynote presentations, and private wealth panel discussions for Nairobi 2026.

* Please note: The programme schedule, session timings and content of the agenda are subject to change prior to the event.

07:30

REGISTRATION & WELCOME COFFEE

09:10
WELCOME & OPENING REMARKS

Maina Chege, MC

09:20
OPENING KEYNOTE

FROM WEALTH CREATION TO WEALTH PRESERVATION

John McDonald, Director, Waugh McDonald

09:40
PANEL

THE WORLD BEYOND THE OPERATING BUSINESS: A FAMILY OFFICE APPROACH TO GLOBAL ALLOCATION

Building a complementary and resilient global portfolio alongside traditional assets and cashflows. The case for global equities, assets, alternatives and managing liquidity.

Moderator: John McDonald, Director, Waugh McDonald

Mark Dunford, CEO, Knight Frank Kenya

Dhaval Shah, Head of Wealth Management, Zamara

Mercy Thuo, Executive Director, CPF Capital Advisory

10h15
KEY NOTE

REDEFINING GENERATIONAL LEGACY

Akshay Shah, Group Executive Director, Silafrica

10h25
FIRESIDE CHAT

THE FUTURE OF BUILDING BRANDS: FROM MADE IN AFRICA TO DESIRED GLOBALLY

Africa has been viewed primarily as a source of raw materials, commodities and natural resources. It is now evolving as a place where brands - and ideas in technology and culture - are being created, developed and exported. Can they create enduring legacies?

Facilitator: Farook Jamal, Managing Director, Mark Masons Investments (UK/Asia)

In conversation with:

Michael Aldridge, CEO, Kofisi

Hooman Ehsani, CEO Village Market

Ahsan Manji, Managing Director, Weetabix

11h00

☕ COFFEE AND NETWORKING BREAK

11:45
FIRESIDE CHAT

THE FAMILY BEHIND THE CAPITAL

The journey from financial services to real estate and beyond.

Facilitator: Andrew Barden, CEO, Kenyan Wall Street

In conversation with: Dhruv Phandit, Executive Chairman, Hodari Advisory Services

12:10
PANEL

STRUCTURING FAMILY WEALTH IN PRACTICE: STRUCTURES, GOVERNANCE & LEGACY PLANNING

Who should own, control and benefit from family wealth, and how to choose the right structure (foundations, holding companies, trusts) for different family circumstances, with practical and tax considerations and planning for future change.

Moderator: Martha Mbagua, Managing Partner, Martha Mbugua Law Office

In conversation with:

Mike du Toit, Family Business Succession Planning Consultant

Claire Machin, Commercial Director, Private Wealth, Suntera Global

Ranee Nanji, Executive Director, SVG Group

12:45
PANEL

BRIDGING THE GAP BETWEEN PE AND FAMILY OFFICES

Bridging the gaps for deal-making, overcoming the frictions, and partnering for growth

In conversation with:

Edzard Sherpbier, Principal, Metier

13h15

🍽️ LUNCH

14:15
PANEL

WHERE SHOULD THE NEXT $10M GO?

A practical look at capital allocations for a family office a discussion on balancing liquidity, preservation, growth, opportunity capital and long-term strategic investments.

Moderator: Raghav Gandhi, CEO, ALP

Saif Ahmedi, Partner, Deacon Capital Management

Bobby Patel, Managing Director, Cross Boundary

Jan Martin Witte, COO: Asset Management, Cygnum Capital

Keshav Sahadev, Director, YW Capital

Dean Lo Seen Chong, Senior Relationship Manager, Intercontinental Trust

15h00
PRESENTATION

THE INTERNATIONAL FAMILY - RESIDENCY, CITIZENSHIP & WEALTH MOBILITY

How international mobility, residency and citizenship considerations interact with family wealth planning, investment structures and long-term succession

Raymond Nel, Associate Director Private Wealth, Henley & Partners

15:30
PANEL

DO YOU REALLY NEED A FAMILY OFFICE?

Family office, multi-family office or virtual family office? Understanding the functions required to manage complex family wealth and the most appropriate way to access them.

Moderator: Dianah Mureithi, Partner, Sterling Law

Jonny Jacobs, Co-Founder, Longevity Developments

16:05
PANEL

THE 100 YEAR FAMILY: FROM HEIRS TO STEWARDS

The next generation for ownership, investment decision-making, governance and the responsibilities that come with family wealth, and building for the next 100 years.

Roshni Agarwal, Head of Growth & Strategy, Fullcircle Africa

Sumit Dodhia, Director, Paras Industries

Jean Meeks Koch, CEO/Managing Director, PP Generational Continuity & Consultancy

16:45

🍹 FORUM CLOSE & COCKTAIL RECEPTION