Shifting Sands:
Threats & Opportunities

20 & 21 October 2008

Concept Paper

The financial world in the US and Europe is collapsing, bringing with it the contagion effects in the real sectors of those markets and economies around the world. What purportedly started with sub-prime US mortgages has translated into major upheavals in the global credit markets that have shaken the financial community, threatened the global financial architecture and have destroyed major investment banking institutions in a breathtakingly short period of time. The depth and extent of the crisis are deceptively masked by the swiftness of its unfolding. Indeed, many among those who have been affected are still trying to make sense of what has happened. There is, however, a larger segment of the population that has not felt its effects as yet.





Introduction and Opening Address

YBhg Tan Sri Md Nor Yusof
Board Member, Khazanah Nasional Berhad

10:00am - 12:00pm

Session 1: Macro and Markets

Dato’ Ooi Sang Kuang
Deputy Governor, Bank Negara Malaysia

Dr Simon Ogus
CEO, DSGAsia, Hong Kong

Brad Bourland
Chief Economist, Jadwa Investments, Saudi Arabia

Chair: Datuk Ranjit Ajit Singh
Managing Director, Securities Commission Malaysia

12:30pm - 2:30pm

Luncheon Address

“Looking Beyond the Crisis: Pitfalls in a Post-Bubble World”

Dr. Stephen Roach
Chairman, Morgan Stanley Asia

Chair: Tan Sri Dato’ Dr. Lin See Yan
Chairman & CEO of LIN Associates; Member of The Economic Council, Malaysia

3:00pm - 5:00pm

Session 2: Leadership and Culture

Dr. George Kohlrieser
Professor of Leadership & Organisational Behaviour, IMD, Switzerland; Author of “Hostage at the Table”

Tharuma Rajah
Managing Director , Hay Group South-East Asia

Dato’ Sri Abdul Wahid Omar
President and CEO, Maybank

Dato’ Sri Idris Jala
Managing Director and CEO, Malaysia Airlines (MAS)

Chair: Dato’ Zarinah Anwar
, Chairman, Securities Commission Malaysia


End of Day One



9:30am - 12:00pm

Session 3: Competitiveness and Development

Dr. Danny Quah
Professor of Economics and Head of Economics Department, London School of Economics & Political Science (LSE)

Dr. Nungsari Ahmad Radhi
Executive Director, Khazanah Research and Investment Strategy, Khazanah Nasional

P. Gunasegaram
Managing Editor, The Star Publications

Dr Indermit Gill
Chief Economist of the Europe and Central Asia region and Director of the World Development Report 2009, the World Bank, Washington, USA; co-author of East Asian Renaissance.

Chair: Datuk Dr. Zainal Aznam Yusof
Distinguished ISIS Fellow; member of The Economic Council Working Group, Malaysia

12:30pm - 2:30pm

Luncheon Address

Datuk Seri Panglima Andrew Sheng
Board Member, Khazanah Nasional

Chair: Ben Chan
Executive Director & Head of Bejing Office, Khazanah Nasional

3:00pm - 5:00pm

Session 4: Firms and Transformation

Jonathan Davidson
Director, McKinsey & Co. London, UK

Iqbal Khan
Founder CEO of HSBC Amanah, CEO of Fajr Capital, London, UK

Dato’ Sri Nazir Razak
Group Chief Executive, CIMB

Koh Boon Hwee
Chairman, DBS Group Holdings , Singapore

Chair: Tan Sri Dato’ Azman Mokhtar
Managing Director, Khazanah Nasional Berhad

5:15pm - 5:45pm

Closing Remarks

6:00pm - 10:00pm

Khazanah Hari Raya Open House
(Grand Ballroom, Level 1, Mandarin Oriental)