Upcoming Events

Investment Stewards Workshop

PRACTITIONER WORKSHOP ON MASTERING MULTI-ALTERNATIVES INVESTING DAY 1/2 – PORTFOLIO IMPLEMENTATION Portfolio Implementation 1) Fundamentals of Portfolio Implementation The Role of Total Portfolio Approach with Public & Private asset classes Strategic Asset Allocation Principles Goals-Based Approach Regime-Based Approach Factor-Based Approach 2) Fund Vehicles Liquid Fund Structures Semi-Liquid Fund Structures Strategy Considerations 3) Investment Due Diligence Overview of investment due diligence Qualitative, Quantitative, Operational & Business due diligence 4) Defining Market Views and Portfolio Objective 5) Portfolio Allocation and Rebalancing 6) Return Attribution and Asset-Level Rebalancing 7) Use Cases and Practical Issues DAY 2/3 – PRIVATE MARKET INVESTMENTS Private Market Investments 1) Introduction to Private Market Investments Commitment Models & Forecasting Cash Flows Maintaining & Deciding on an Appropriate Allocation Managing Unfunded Commitments 2) Private Debt: Fundamentals Overview of Capital Structure Liquidity, Interest Rates and Credit Categorization of Private Debt Strategies Private Corporate Lending & Asset-based Lending 3) Private Corporate Lending Trends in private corporate lending Secured direct lending, Mezzanine, Venture & Distressed debt Risk and return 4) Asset Allocation / Portfolio Construction 5) Use Cases and Practical Issues DAY 3/4 – ASSET BASED LENDING & DIGITAL ASSETS Asset Based Lending & Digital Assets 1) Asset Based versus Cash Flow Based Lending Real Estate, Infrastructure & Farmland Debt Balance Sheet Lending & Specialty Finance 2) Risk and Return 3) Use Cases and Practical Issues Digital Assets An overview of Digital Asset Ecosystem An introduction to Blockchain Technologies Evolution of Digital Assets Primary Use Cases: DeFi, Token Securities, Web3.0 DAY 4/5 – PRIVATE EQUITY Private Equity 1) Introduction to Private Equity Private vs. Public Equity Markets Performance Measurement & Style of Investing Private Equity Performance Expectations 2) Venture Capital Stages of Venture Capital Investing Venture Capital Fund Analysis & Investing 3) Growth Equity Introduction & The Role of Growth Equity 4) Buyout Strategies 5) Private Equity Portfolio Implementation 6) Use Cases and Practical Issues REGISTRATION & PAYMENT INFORMATION Fee: USD 1,500 (Conference fees only, per person) Payments should be made to the account details of CountryWealth Advisors Ltd as follows: UGX Account Account Name: CountryWealth Advisors Ltd Bank: NCBA Bank Account Number: 219707200018 Branch: Rwenzori Towers USD Account Account Name: CountryWealth Advisors Ltd Bank: NCBA Bank Account Number: 219707200025 Branch: Rwenzori Towers CONTACT INFORMATION Ruth Amongin Chief Executive Officer, CFA Society East Africa 4th Floor, AHA Towers, Lourdel Road, Kampala, Uganda Joanitah Nantongo Phone: +256 781 181819 Email: [email protected]

Alternative Investments Conference 2026

Executive Summary The 4th Alternative Investment Conference will convene institutional investors, policymakers, asset managers, and industry leaders to explore how alternative investments can unlock new sources of capital for sustainable growth in East Africa. As global markets shift, investors are increasingly turning to private markets, natural capital, commodities, and impact investments to diversify portfolios and access long-term opportunities. East Africa, with Uganda at its center, offers significant potential due to its natural resource endowment, entrepreneurial ecosystem, and growing demand for long-term capital. This one-day conference, followed by a gala dinner and recognition ceremony, will provide a platform for dialogue, knowledge exchange, and partnership building. It will highlight opportunities in nature capital;commodities, particularly gold; and private markets, while celebrating professional excellence and the growing community of investment leaders shaping the region’s capital markets. Why This Conversation Matters Global investment dynamics are shifting as traditional asset classes alone no longer meet long-term portfolio objectives. Institutional investors are increasing allocations to alternative assets, while emerging economies urgently need long-term capital for infrastructure, enterprise growth, and sustainable resource management. East Africa’s rapid economic growth, entrepreneurial dynamism, and rising global investor interest make this a pivotal moment. Unlocking these opportunities requires collaboration between investors, policymakers, and financial institutions to build frameworks that mobilize capital for sustainable development. In doing so, the conference directly advances global priorities—supporting SDG 8 (Decent Work and Economic Growth) through enterprise financing, SDG 9 (Industry, Innovation and Infrastructure) by mobilizing capital for infrastructure and innovation, SDG 13 (Climate Action) and SDG 15 (Life on Land) through nature capital and biodiversity investments, and SDG 17 (Partnerships for the Goals) by fostering collaboration across sectors. Strategic Value of the 4th Edition Since its inception, the Alternative Investment Conference has become a leading platform for dialogue on private capital and alternative assets in East Africa: 2023: Reimagined private capital in institutional portfolios 2024: Catalyzed private capital for financial and social impact 2025: Strengthened investor readiness for alternative opportunities The 2026 edition builds on this momentum by introducing cutting-edge conversations on geopolitics, tokenization, and AI-driven investment management, alongside deep dives into nature capital and commodities. By convening global and regional leaders, the conference positions Uganda as a hub for alternative investment dialogue and innovation. It also reinforces professional excellence through sessions spotlighting charterholder entrepreneurs and career pathways, culminating in the gala dinner celebrating newly awarded charterholders. This blend of visionary topics and talent development ensures the conference delivers both strategic foresight and practical impact for sponsors, delegates, and speakers. Conference Objectives Showcase investable opportunities in East Africa’s alternative asset classes. Facilitate high-level dialogue between investors, policymakers, and industry leaders on mobilizing long-term capital. Promote innovation and impact by aligning financial returns with environmental and social outcomes. Elevate professional excellence by inspiring emerging talent and reinforcing ethical leadership in investment practice. Strengthen partnerships that drive sustainable growth and position East Africa as a frontier investment destination. Key Themes Alternative Investing, Geopolitics & the Tenfold Growth Agenda: Examining how global shifts in geopolitics and capital flows will shape East Africa’s growth trajectory.  Tokenization & Next-Generation Capital Markets: Exploring how blockchain and digital assets are transforming private markets and institutional investment strategies. Nature Capital & Sustainability: Demystifying natural capital as an asset class—biodiversity, carbon markets, and climate-related investments that deliver returns and impact. Commodities & Strategic Assets: Understanding the role of gold and other commodities as portfolio diversifiers, inflation hedges, and drivers of economic value. Investment Leadership & Talent Pathways: Spotlighting charterholder entrepreneurs and equipping emerging professionals with skills to succeed in the AI era. Expected Outcomes Increased awareness of alternative investment opportunities in East Africa. Strengthened partnerships among investors, policymakers, and financial institutions. Deeper understanding of sustainable and impact-oriented strategies. Greater institutional participation in private markets and alternative assets. Inspiration for emerging professionals to lead the region’s investment future. Resources Program__1_.pdf ALTERNATIVE_INVESTMENT_CONFERENCE_2026_-_CONCEPT_NOTE.pdf Alternative_IC_Sponsorship_Tiers.pdf Alternative_Investments_Conference_2026_3-Year_Impact_Report.pdf