SEF 2026 — Programme Accordion
08:30
Opening
Arrival & Registration
Welcome to the Saudi Economic Forum. Registration and arrival for all delegates and invited principals.
09:30
Opening
Welcome Address
Opening remarks and welcome address setting the strategic context for the day's discussions.
09:40
Session I
The New Era of Geoeconomics
The New Global Order: Macro Outlook amid Uncertainty A structured debate between a leading global macro strategist and a senior Gulf economist. Is the global economy stabilising or merely pausing before the next shock — and what does that mean for the region's growth model?
10:10
Session II
The Intelligent Economy
The Trillion-Dollar Question: Is AI Creating Value — or Consuming Capital? Every major economy is racing to build compute infrastructure. But the gap between AI pilots and AI profit remains wide. This session examines the economics honestly: where is the productivity case proven, where is it faith-based, and what does sovereign AI strategy look like when capital is finite? The geopolitics of compute and data sovereignty add a layer of urgency for the Kingdom and its regional partners.
10:40
Session III
The Energy Equation
The Next Energy Cycle: What It Means for the Region The global energy market is being shaped by a convergence of forces — geopolitical disruption, shifting demand patterns, infrastructure constraints, and competing supply sources — that are driving sustained volatility and complicating long-term planning. This conversation examines what that environment means for the region: how demand and supply dynamics are evolving, what prolonged price instability does to fiscal strategy, and where the Gulf's energy position goes from here.
11:10
Coffee
Coffee & Structured Networking
Break for refreshments and facilitated networking among delegates and principals.
11:55
Session IV
Capital Reallocation
The Investor Perspective: What Comes Next Beyond the headline announcements and flagship projects, where are the return opportunities that aren't getting enough attention? This session brings together investors deploying real capital to examine the sectors, structures, and strategies that deserve a closer look — and what the next wave of value creation across the region could look like.
12:30
Session V
Fragmentation & Realignment
The New Map: How Trade and Industry Are Reorganising Around the Region The global trading system is reorganising — from multilateral frameworks toward regional blocs, bilateral arrangements, and competing regulatory regimes. Manufacturing, supply chains, and industrial investment are following. This session examines what that reorganisation looks like from the Gulf: where the region's positioning creates advantage, how trade corridors and industrial relationships are shifting, and what it takes to build a competitive position in a fragmented global economy.
13:00
Session VI
Human Capital Disruption
Human Capital in an Age of Disruption AI is reshaping roles, trade regionalisation is creating new industrial demand, and the region's economic ambitions require capabilities at a scale and speed that current pipelines are not built for. This session examines how workforce composition, skills development, and labour market dynamics are evolving — and what it will take to align human capital with the economy that's emerging.
14:30
Exclusive
Invite-Only CEO Roundtables
Closed-door invitation-only parallel roundtable sessions for senior executives, sovereign principals, and policymakers for deeper strategic discussions.