Prof. Jiafu Ji is internationally recognized for his expertise in surgical treatment for gastric cancer and related basic and clinical researches. He is leading the effort to promote standardization of gastric cancer surgery in China. His innovative training programs in the form of surgery demos and itinerant lectures have benefited thousands of surgeons in standardized management of gastric cancer. Under his leadership, Chinese gastric cancer specialists have paved the way for launching multi-institutional clinical trials clarifying the role of surgical techniques and peri-operative treatment. His scientific programs have made fundamental discoveries in both basic research and international multicenter clinical trials. With unique vision, Prof. Ji also took the lead in constructing the biggest cancer biobank in China.
Here are some of our extraordinary C3 Summit past speakers:
Mr. Isaac Blech
ICOS (developer of Cialis);
Dr. John Duke Anthony
Founding President & CEO
National Council on U.S.-Arab Relations
Deputy Assistant Secretary of State
U.S. Department of State
General Wesley K. Clark, (ret.)
Wesley K. Clark & Associates, LLC
Center for Career Development
Saudi Arabian Cultural Mission
Mr. Andrew A. Baird
Education For Employment (EFE)
General David H. Petraeus
US Army, Retired;
Former Director, Central Intelligence Agency;
KKR Global Institute
Danny E. Sebright
U.S.-U.A.E. Business Council
Ms. Jasmine Nahhas di Florio
Senior Vice President
Strategy & Partnerships
Education For Employment (EFE)
Tamara Cofman Wittes
Senior Fellow - Foreign Policy
Center for Middle East Policy
Mr. H. Delano Roosevelt
New Business Development
Reza Investment Group
Kingdom of Bahrain
Managing General Partner and Co-Founder
Pitango Venture Capital
Khalaf Ahmad Al Habtoor
Al Habtoor Group
President & Chief Executive Officer
Ambassador Frances D. Cook
Sultanate of Oman
Ambassador Joseph Westphal
US Ambassador to Kingdom of Saudi Arabia
Dr. George Cheriyan
Chief Medical Officer
American Mission Hospital
Kingdom of Bahrain
Robert D. ("Bob") Hormats
Kissinger Associates, Inc.
Dr. Asmus Hammerich
Noncommunicable Diseases and Mental Health (NMH)
World Health Organization
Eastern Mediterranean Region
Ms. Mariam Farag
Head of Corporate Social Responsibility
Middle East Broadcasting Center (MBC) Group
Speaker Bios 2019 (Subject to Change)
Professor Ghassan Abou-Alfa joined Memorial Sloan Kettering Cancer Center in 2001. He specializes in treating patients who have primary liver cancer and bile duct tumors. Professor Abou-Alfa is the Chair of the National Cancer Institute Hepatobiliary Task Force. His work focuses on investigating and testing novel targeted therapies in clinical studies and advocates for greater awareness of the disease’s global impact. He majored in biology at the American University in Beirut (AUB) and earned his medical degree there as well. In 1992, he joined the Yale School of Medicine for postdoctoral training.
Professor Abou-Alfa completed his fellowship and joined the Yale faculty in 2000. At Memorial Sloan-Kettering he started focusing on primary liver cancer — cancer originating in the liver. Liver cancer affects is a global disease with major incidence in China. It is one of the top five cancers worldwide. While it is not common in the United States, its incidence is increasing due to the silent epidemic of hepatitis C virus witnessed in the last few decades, the rise in the number of people with morbid obesity and diabetes, and the persistence of alcoholic cirrhosis — all risk factors.
Professor Abou-Alfa has taken on an advocacy role because research funding has lagged despite the worldwide impact of this disease. Liver cancer does not have a public-figure spokesperson raising awareness, and there is not much knowledge about it among patients and the public. One step he took to address this was co-authoring, with Memorial Sloan Kettering Cancer Center hepatobiliary surgeon and chairman of surgery at Penn Medicine Professor Ronald DeMatteo, a book in lay language called 100 Questions and Answers About Liver Cancer, now in its fourth edition. Professor Abou-Alfa also co-authored a similar book in Arabic with Dr. Ashraf Omar from University of Cairo, that is awaiting to be published. Professor Abou-Alfa also co-authored a similar book on biliary cancers with Professor Eileen O’Reilly, Winthrop Rockefeller Endowed Chair of Medical Oncology.
Professor Abou-Alfa is a major contributor to the field’s research. His research focus is on incorporating small biological molecules into standard cancer therapies. In recent years, his group at Memorial Sloan-Kettering Cancer Center led the initial efforts evaluating sorafenib (Nexavar®) in primary liver cancer. Sorafenib was ultimately approved by the FDA for that indication in 2007. Professor Abou-Alfa more recently his group at Memorial Sloan Kettering Cancer Center let the efforts evaluating cabozantinib (Cabometyx®) which was approved by the FDA for the liver cancer indication in January 2019. As an institution, they are proud to be the leaders of several global efforts of clinical trial in primary liver cancer. Some of this work was proudly supported by the National Cancer Institute. Professor Abou-Alfa continues to lead several international efforts and is involved in conducting clinical trials with colleagues around the world, especially in Southeast Asia, which helps to understand the challenges of managing a disease with varying risk factors, in different regions of the world.
Professor Abou-Alfa has also spearheaded many projects globally since 2006. Under the auspices of the Elmer and Mamdouha El-Sayed Bobst International Center, now headed by former Chair of Memorial Sloan-Kettering’s Department of Surgery Professor Sir Murray Brennan, Professor Abou-Alfa, helped established a strong relationship with many institutions especially in Asia, the Gulf and the Middle East. Such efforts include ongoing faculty exchange and a monthly video-link conferencing, with several of its proceedings are already published in peer–reviewed journals. Such joint collaborations have been very successful and led to the development of the first joint tissue bank with a shared database in the Middle East. Memorial Sloan Kettering Cancer Center has also led multiple first in its class training course for oncologists that is offered on competitive basis and has already featured in Middle East, Gulf, and soon in China. The joint programs also offer supported fellowship opportunities for excelling medical graduates.
Dr. Yu-pei Zhao is affiliated to Department of General Surgery, Chinese Academy of Medical Sciences and President of Peking Union Medical College Hospital, Beijing 100730, China., and Peking Union Medical College. Dr. Yu-pei Zhao is currently providing services as Professor. Dr. Yu-pei Zhao has authored I145and co-authored multiple peer-reviewed scientific papers and presented works at many national and International conferences.
Dr. Yu-pei Zhao contributions have acclaimed recognition from honorable subject experts around the world. Dr. Yu-pei Zhao is actively associated with different societies and academies. Dr. Yu-pei Zhao academic career is decorated with several reputed awards and funding.
Dr. Winston Patrick Kuo is a well-known in the life science ecosystem. Dr. Kuo has founded the Laboratory for Innovative Translational Technologies to provide the Harvard biomedical research community with early access to enabling leading edge translational technologies, which was an integral part of the Harvard Catalyst Clinical and Translational Science Center at Harvard Medical School. The model was a collaborative one that interfaces between academics and industry, and its goal is to build communities including public private partnerships around a myriad of technologies in one place and put them to use in the hands of inventors and thought leaders to accelerate the translation of laboratory research in therapeutics and diagnostics into the clinic.
He has initiated and participated with the FDA in a large-scale comprehensive study evaluating the clinical utility of gene expression technologies, both were published in Nature Biotechnology. Dr. Kuo's clinical and translational initiatives has expanded globally in developing countries such as Brazil, China, Mongolia, Nigeria, Saudi Arabia and South Africa with the hopes to create a framework to accelerate the understanding of mechanisms of human disease and its heterogeneity of expression, to catalyze the identification and development of biomarkers that aid in this process, and to speed the development of therapeutics in patients. Dr. Kuo has also instructed in the Innovation for Economic Development program at the Harvard Kennedy School of Government.
Dr. Kuo has also been an active member of NIH/SBIR grant review study section for the past 7 years and a peer reviewer for the Qatar National Research Fund for the past 2 years. He sat and advised on the Public-Private-Partnership and Translational CTSA Key Function Committees at the NIH and sits on numerous Scientific Advisory Boards including the Framingham Heart Study, ShanghaiBio, Exosomics, HansaBioMed and Gene Expression to name a few. Dr. Kuo is on the editorial board of several international journals and is Editor-in Chief of the Journal of Circulating Biomarkers and NanoBioMedicine (which he both established). He is also a founder and Trustee of the Otto Heinrich Warburg Cancer Research Foundation, focused to foster, fund, and realize biomedical scientific research aimed at advancing knowledge in science and discovering effective and affordable cancer treatments with a focus on cancer metabolism.
Previously, he was Assistant Professor in the Department of Developmental Biology at Harvard School of Dental Medicine and Director and founder of the Harvard Clinical and Translational Science – Laboratory for Innovative Translational Technologies at Harvard Medical School. And prior to leaving Harvard Medical School to industry was the recipient of the prestigious Young Mentor Award.
Dr. Wen has been working in the global health and international medical services since 1993. For 25 years, he worked at Stanford University Medical Center, as Executive Director of Global Health and International Medical Services, he also worked at Virginia Mason Medical Center as International Medical Services Director. Recently, Dr. Wen worked at Seattle Children Hospital as Vice President and Managing Director of Global Health and International Medical Services. Dr. We has been instrumental in many US-China medical exchange programs. He has managed several leading US hospitals international partnership development both with China and with hospital in Mid-east countries.
Dr. Wen was educated both in China and in the US. He has electrical engineering degree from a university in Harbin, China. He has MBA from Gonzaga University in Spokane, WA, and DBA degree from California Pacific University.
Dr. Wen is very active in US-China trade and business development. He has been serving as the president of WA State China Chamber of Commerce for the past 6 years.
Mark A. Davis is the Vice President of Brigham Health International and an Associate Professor of Emergency Medicine at Harvard Medical School. He is responsible for identifying and implementing national and international business opportunities for Brigham Health, the parent organization of Brigham and Women’s Hospital. Drawing on his experience in international health care and a deep commitment to quality, patient safety, and efficiency in healthcare delivery, Dr. Davis works closely with cross-functional teams to provide operational oversight of strategic collaborations that align with the mission of Brigham Health and benefit patients and partner institutions. Dr. Davis is leading the implementation of international telehealth initiatives for Brigham Health directed toward teleradiology, telepathology, and remote second opinions. He speaks frequently on successful models for international healthcare collaboration and is the author of articles addressing leadership opportunities for healthcare development, with a focus on China.
Dr. Qimin Zhan trained at Suzhou University Medical College and the Peking Union Medical College and obtained postdoctoral experience at the University of California, University of Texas, Southwestern Medical Centre at Dallas and the National Cancer Institute of National Institutes of Health, and was a tenured faculty member in the University of Pittsburgh School of Medicine.
He is currently a Professor at Peking Union Medical College and a Senior Investigator in Chinese Academy of Medical Sciences Cancer Institute. Zhan is Chairman of the National Advisory Board for 863 High-Tech plan in biomedical sciences and Chief Scientist of the 973 National Fundamental Program (cancer field). His research focus is the molecular pathways involved in controlling cell cycle checkpoint and apoptosis after DNA damage. He is also interested in signallng pathways involved in regulation of the maintenance of genomic stability and tumor metastasis. His research has attracted multiple grants. He has published over 130 peer-reviewed SCI papers in prestigious journals, including Cell, J Clin Invest, EMBO and Science, and these are highly cited in the biomedical field.
Dr. Xiaoyan Song, Ph.D., M.B.B.S, M.Sc., is the Director, Infection Control/Epidemiology at Children's National. As hospital epidemiologist, Dr. Song directs the epidemiologist infection control program at Children's National. This program is involved in surveillance, prevention and control of infection.
Dr. Michael Salgaller leads the Invention Development and Marketing Unit within the National Cancer Institute’s Technology Transfer Center, where he leverages over 20 years of business, scientific, and investment experience in various life science sectors to support technology development and commercialization.
Previously, he provided technical and strategic expertise to The Conafay Group, a DC-based government affairs firm – leading efforts on non-dilutive funding and alliance development. Before that, he was a key member of the business development team for the healthcare practice at SAIC, a Fortune-500 government contractor. He helped lead and deepen relationships with the Department of Health and Human Services – especially NIH and FDA – as well as foundations and patient advocacy groups. Before SAIC, he was a long-time industry executive who has held various positions in early-stage biotechnology and boutique professional service firms. In addition, Dr. Salgaller was on the investment team of Toucan Capital, a $120M early-stage venture firm dedicated to the life sciences, where he guided company formation and helped raise follow-on financing.
He began his career as a Senior Staff Scientist with Dr. Steve Rosenberg at the National Cancer Institute, where he oversaw a lab developing immunotherapies for patients with terminal cancer. Dr. Salgaller serves on the Life Sciences Advisory Board of the Maryland-Israel Development Center, as well as NCI liaison to the Maryland Technology Council. He is an advisor to DC ArchAngels and the Cooperative Angel Alumni Group. He is the author of “Biotechnology Entrepreneurship,” which is used as a reference text for courses at NIH and Catholic University, among others. He is the author of over 100 articles, presentations, and book chapters, and is on the editorial boards of several journals. Dr. Salgaller received his PhD in Pathology from The Ohio State University.
Dr. Jeffrey Golden is Chair of the Department of Pathology at Brigham and Women’s Hospital and the Ramzi S. Cotran Professor of Pathology at Harvard Medical School. He leads a department that performs more than 7 million clinical laboratory tests each year and also conducts cutting-edge clinical, translational, and basic science research.
In addition, Dr. Golden is overseeing the development and implementation of a computational pathology program at Brigham and Women’s Hospital, which uses data derived from all areas of pathology to advance personalized medicine. As a neuropathologist, he is interested in the diagnosis of developmental disorders of the nervous system and runs a research lab in developmental neurobiology, where the main focus is on cell migration. Dr. Golden’s work has been recognized with a number of awards and lectureships and he has been elected to many local, national and international positions
Dr. Nizar Zein is the Director of Hepatology Centre and the inaugural endowed holder of the Mikati Foundation Chair in Liver Diseases at the Cleveland Clinic. He received several awards, including the American Liver Foundation Scholar Award, the Cleveland Clinic Innovator Award and the Distinguished Faculty Award for Research Mentorship. He has been recognized for academic excellence by the Syrian American Medical Society and honored for his leadership and community service by the Ana G. Mendez University of Puerto Rico as the recipient of Presidential Medal in 2011. He was elected to the Board of Governors of the Cleveland Clinic in 2015. He is appointed to the Board of Directors of the Cleveland Clinic in 2017.
Dr. Zein’s research focuses on improving disease and treatment outcome in patients with the Hepatitis C virus before and after liver transplantation. He has authored over 200 publications, and has been the Principal Investigator of several large clinical trials. He holds several patents and established a research group at Cleveland Clinic focused on 3D printing of solid organs.
Dr. Zein is actively involved in the education of fellows and residents being trained at the Cleveland Clinic. He has been recognized by the Cleveland Clinic Lerner College of Medicine Teacher of the Year, a distinction that reflects his commitment to the education and mentorship of young physicians.
Dr. Zein has served as the Editor of “The Year in Gastroenterology and Hepatology” associate editor of the American Journal of Gastroenterology, Special Section Editor of “Liver Transplantation” and an editorial board member of Hepatology and Gastroenterology & Hepatology. His education included: University of Tishreen, Syria (MD); Medical College of Ohio (residency 1988-1992); Mayo Clinic (fellowship 1992-1996); Mayo Clinic (Mayo Scholar 1996-1997); Harvard Business School (eMBA/PLD 2016-2017).
Dr. Giles W.L. Boland is an internationally recognized radiologist, Chair of the Department of Radiology at Brigham and Women’s Hospital and the Philip H. Cook Professor of Radiology at Harvard Medical School. As Chair of Radiology, Dr. Boland is responsible for a department that performs and interprets approximately 800,000 imaging exams each year and includes 120 attending physicians; a large research department; 100 physician trainees; and a large complement of additional personnel.
His current focus is on the delivery of cost-effective patient outcomes, including practice and workflow redesign and management, and the use of information technology to improve outcomes. Dr. Boland’s work extends to improving the patient experience, wellness, and the development of new markets. He has written numerous peer-reviewed articles on these topics and has conducted presentations in over 15 countries on these issues. As a practicing radiologist, his interests lie in abdominal imaging. Dr. Boland is Associate Editor for the Journal of the American College of Radiology (Practice Management) and has 17 years of industry experience related to the role of imaging biomarkers in drug development. He is the past president of the Society of Abdominal Radiology.
Mr. Jun Wang is the Founder and CEO of iCarbonX. He is also Board Member of the BGI (previously known as the Beijing Genomics Institute). He co-founded BGI in the 1999, which is now widely recognized as one of world’s premier research facilities committed to excellence in genome sciences. Dr. Wang also holds a position as an Ole Rømer professor at the University of Copenhagen. He has authored 400+ peer-reviewed original papers – of which 100+ are published in Cell, Nature (including Nature series), N Engl J Med., and Science (26 as cover story). He has been recognized with an award from His Royal Highness Prince Foundation, Nature’s 10 - the year in Science (2012); “Highly Cited Researchers (2013/2014/2015)” “The Hottest Scientific Researchers” (by Thomson Reuters), “Rebels, leaders, innovators for the next 25 years” (by CNBC), “Fortune’s 40 under 40” from Fortune Magazine (2013), Lundbeck Talent Price, Outstanding Science and Technology Achievement from the Chinese Academy of Sciences, Outstanding Technical Talent, ZhouGuangZhao Award, TanJiaZeng Life Science Innovation Award, Top 10 Scientific Achievements In China, Major Award from Shenzhen Municipal Government, and Prize for Important Innovation and Contribution from Chinese Academy of Sciences.
His research focuses on genomics and related bioinformatics analysis of complex diseases and agricultural crops, with the goal of developing applications using the genomic information. WJ also managed to have three round fund-raising (about 1B$) at BGI, and acquired a US public company: Complete Genomics. Oct 27th 2015, WJ founded a new institute/company, iCarbonX, aiming to establish a health-related big Omics data platform, to develop artificial intelligence engine to interpret and mine the data as well as to enable every individual to better manage their health and defeat diseases.
Dr. Kurt Newman, M.D., President and Chief Executive Officer of Children's National, is a surgeon and recognized leader in pediatric health nationally and in Washington, D.C.
Since becoming CEO in 2011, he has fostered a culture of patient-centered care and championed innovations in research, operations and clinical care. He has forged productive partnerships with other health systems in the region, with government and community entities and with industry at the local, national and global level. He is also a strong advocate for expanding mental health access for kids and has led two national forums on this issue.
Dr. Newman joined Children’s National as a surgical fellow in 1984 and became Surgeon-in-Chief and Senior Vice President for the Joseph E. Robert, Jr., Center for Surgical Care in 2003. He was instrumental in developing the vision for the Sheikh Zayed Institute for Pediatric Surgical Innovation at Children’s National, inspired by the bold vision of making surgery for children minimally invasive and pain-free. When the Institute was created in 2009 through a transformational $150 million gift, Dr. Newman served as founding Vice President.
Currently, Dr. Newman serves as the chairman of the Children’s Hospital Association Board of Trustees and previously served as the Chair of the Committee on Advocacy and Policy. He is also a member of the board of directors for the District of Columbia Hospital Association. In addition, Dr. Newman serves on the board of the Economic Club of Washington, Greater Washington Board of Trade, Federal City Council, D.C. Chamber of Commerce and Fight for Children. Previously, he served as a board member of commissioners of the Joint Commission, a member of the Board of Governors of the American Pediatric Surgical Association, as Chair of the Surgery Section of the American Academy of Pediatrics, and on the Commonwealth Council on Childhood Success in Virginia.
Dr. Newman is a professor of surgery and pediatrics at the George Washington University School of Medicine and Health Sciences. He is a graduate of the University of North Carolina at Chapel Hill and received his medical education at Duke University. He completed his surgical residency at the Brigham and Women's Hospital and also served as the Arthur Tracy Cabot Fellow at Harvard Medical School.
In 2017, Dr. Newman’s medical memoir, Healing Children: A Surgeon’s Stories from the Frontiers of Pediatric Medicine, debuted as an Amazon bestseller in pediatrics and earned national attention and critical praise in The New York Times Book Review, The Washington Post and Harvard Business Review.
Mr. Paul Doherty is a Registered Architect (AIA) and one of the global Industry’s most sought after thought leaders, strategists and integrators of Smart City solutions. He is currently the President and CEO of the digit group, inc., a Smart Cities Master Architect, Builder and City Management solution provider headquartered in Silicon Valley. the digit group is currently working on innovative Smart City solutions in the United States, United Kingdom, United Arab Emirates, India, China, Southeast Asia, New Zealand and Saudi Arabia.
A Senior Fellow of the Design Futures Council, Mr. Doherty is an author, educator, analyst, consultant and project manager to Fortune 500 organizations, global government agencies, prominent institutions and the most prestigious architectural, engineering and construction firms in the world. His past successful ventures include Revit Technologies (Sold to Autodesk 2002), Buzzsaw (Sold to Autodesk 2001) and TRIRIGA (Sold to IBM 2011). He is a prominent and highly rated speaker at numerous industry events around the world each year and has been appointed as a guest lecturer at numerous universities around the world.
A former candidate to be the United States Architect of the Capitol, Mr. Doherty is and has been on the Board of Directors and Advisors of numerous organizations, including the International Facility Management Association (IFMA) and holds both European Community and United States Citizenship. Widely quoted in the media such as The Wall Street Journal; Business Week; ABC News; CBS Marketwatch; The Los Angeles Times; and USA Today. Mr. Doherty is also a regularly featured writer for Information Week; DesignIntelligence; Facility Management Journal; Design Build Magazine. Additionally, he is a contributing author to multiple sections of the AIA Handbook of Professional Practice; the Interior Design Handbook of Practice; BOMI’s Technologies for Facility Management; Residential Graphic Standards (John Wiley & Sons) and author of 2 books, the critically acclaimed, “Cyberplaces – The Internet Guide for Architects, Engineers and Contractors” and “Cyberplaces 2.0 – The Internet Guide for Architects, Engineers & Facility Managers“, both published by R.S. Means.
After completing a benchmarked Whitepaper on Smart Cities for the Royal Institute of Chartered Surveyors (RICS), Mr. Doherty is currently writing a series of Smart City Whitepapers for McGraw-Hill Financial (Standard & Poors) that will be continuously published through 2017. In addition to leading the digit group, Mr. Doherty is a co-founder of the critically acclaimed AEC Hackathon that launched at Facebook Headquarters in Silicon Valley in November 2013 and continues its community building of innovation around the world today.
Dr. Maan Fares, MD, is a practicing cardiologist in the Robert and Suzanne Tomsich Department of Cardiovascular Medicine, and Vice Chairman of Global Patient Services, at the Cleveland Clinic.
Cleveland Clinic is a nonprofit multispecialty academic medical center that integrates clinical and hospital care with research and education. Located in Cleveland, Ohio, it was founded in 1921 by four renowned physicians with a vision of providing outstanding patient care based upon the principles of cooperation, compassion and innovation. Cleveland Clinic has pioneered many medical breakthroughs, including coronary artery bypass surgery and the first face transplant in the United States. U.S.News & World Report consistently names Cleveland Clinic as one of the nation’s best hospitals in its annual “America’s Best Hospitals” survey.
As a global health care organization with an international reputation for excellence in specialty care particularly in cardiovascular diseases. The department of Global Patients Services helps in organizing the care and management of more than 5,000 patients annually. Patients arrive from all corners of the globe with immensely diverse backgrounds seeking various health care needs. Their care demands excellence in management of complex medical illnesses and special cultural awareness to ensure a better experience and superb outcomes.
Dr. Fares is board-certified in cardiovascular disease, nuclear cardiology/cardiovascular imaging (Level II, including SPECT and PET) and echocardiographic imaging (Level II) and has completed Level II training in cardiac CT angiography. He performs nearly 2,000 nuclear stress tests, 2,000 adult echocardiograms, and more than 2,500 stress tests and EKGs each year.
Dr. Fares earned his medical degree from the University of Damascus, School of Medicine, Syria. He completed a residency at Cleveland Clinic, in Cleveland, Ohio, and a fellowship in cardiovascular medicine at New England Medical Center, in Boston, Massachusetts. Dr. Fares spent time on staff at the Massachusetts General Hospital, Boston, as a clinical associate in echocardiography. Prior to his appointment to the Cleveland Clinic medical staff in 2013, Dr. Fares was a member of the Ohio Permanent Medical Group/Kaiser Permanente medical staff and Chief of Cardiology. Additional positions he held with Kaiser Permanente Ohio include Associate Medical Director for Medical Specialties and member of the Board of Directors.
He is a member of the American College of Cardiology, American Society of Echocardiography and the American Society of Nuclear Cardiology and is a founding member of the Syrian American Medical Society.
Mr. Ransel Potter has been a guest speaker at financial events in the Arab region and the United States. His contacts throughout the Arab world and the United States are with the top global financial institutions; high net worth families; and, government representatives, including several Sovereign Wealth Funds. He is currently licensed with a Series 7, Series 66 and Series 3.
The founder and Managing Director of COPARA, he continues to build a rewarding career spanning three decades, and multiple industries, including many noteworthy achievements. His abilities to lead, strategize, develop business and maintain relationships have all contributed to his success.
Most recently, Mr. Potter founded C3 Summit LLC. The mission of C3 Summit, as noted on its website http://www.c3summit2018.com is to ensure that both US and Arab businesses grow and prosper by providing unique and valuable commerce opportunities. By creating a global forum for both the US and the Arab world to explore private sector growth and employment generation, C3 Summit will encourage each region to open new opportunities on the commercial front to enhance the welfare of freer trade.
Prior to founding C3 Summit, Mr. Potter has been marketing financial instruments in the Arab region under the umbrella of Copara. He personally negotiated with Value Line the international distribution rights regarding both terms and conditions. In less than 11 months, Mr. Potter established several funds. One funded and managed by the National Bank of Abu Dhabi (the 50th strongest bank in the world). He also was successful in marketing a high yield fund for Thomson Reuters with the National Bank of Abu Dhabi. The other, The National Investor, a top boutique investment banking house located in Dubai. He was also responsible for engaging with the Abu Dhabi Investment Company (Invest AD) an assignment to incorporate a quantitative ranking system, with a $30 million GCC/MENA fund, managed by Invest AD.
Morgan Stanley recognized the value of Mr. Potter's experience and relationships and, in 2007, they invited him to join the firm. Until December of 2010, Mr. Potter served as a Senior Partner on their Private Wealth Management team responsible for identifying viable business opportunities among high net worth clients, families, hedge funds and foundations. His introductions had been a cornerstone of the team's success producing more than $250 million of net new assets in 36 months. In 1992, Mr. Potter founded Kinloch Marketing and occupied the role of CEO until 2007. Kinloch designed and brought to market sales lead generation and management systems for the Insurance, Banking and Energy industries. Kinloch's success was a direct result of his leadership and a network he established with senior executives of Fortune 1000 companies.
In 1990, his previous achievements were recognized by Flair Communications and he was asked to run their NY office. He merged R.N. Potter Associates with Flair's New York office and built that regional office in to the largest of their five domestic offices, leaving in 1992 to establish Kinloch Marketing. He formed R.N. Potter Associates in 1984, a marketing and sales organization, which he headed until 1989. During that time, Mr. Potter personally initiated, negotiated and developed one of the largest independent contracts for advertising billboards with the Penn Central Corporation.
In 1980, Mr. Potter, together with a partner, started On Line Media, an innovative supermarket ad company. Within three years, they took On Line Media public, raising capital and watching the stock soar. Upon selling his shares of On Line Media in 1984, he formed R.N. Potter Associates. Mr. Potter, a graduate of Syracuse University, has six children and, with his wife, lives in East Hampton, NY.