Value Investing with Legends

In this episode, Tano Santos speaks with Samer Sarraf, Founding Partner and COO of Amwal Capital Partners, about his journey from engineering and construction to Lehman Brothers and ultimately founding a public equities firm focused on the GCC. Samer reflects on lessons from the 2008 financial crisis, why private equity struggled in the region, and how his team applies a private equity mindset to public markets. The conversation examines regulatory change, market structure in Saudi and the UAE, concentrated investing, and a deep dive into Abu Dhabi Ports and much more!        Key Topics:     ●Samer's upbringing in Jordan and the role of education and entrepreneurship in his family (3:35) ● Studying civil engineering at McGill and early career in construction in Paris and Tahiti (9:46) ● Transition to Columbia Business School and pivot toward finance (16:16) ● Joining Lehman Brothers' real estate group and structuring CMBS transactions (17:57) ● Early signs of stress in credit markets ahead of the f