KMF2016
Geography As Destiny? Reaping the Dividends of Good Stewardships
26 & 27 September 2016
Concept Paper
“The transitions in mindset…from the paradigm of production to one of preservation; from the paradigm of maximisation to one of optimisation, and from the paradigm of resource ownership to one of stewardship – will be one of the greatest tests of our time. Indeed, successfully recalibrating our collective worldview may even take a generation – but it will be a cause which is worth fighting, and a cause which is worth winning.”
Concept Paper Programme
8:00am
Registration
9:00am
Welcome Remarks
Tan Sri Azman Yahya
Board Member, Khazanah Nasional Berhad
Tan Sri Azman Yahya
Board Member, Khazanah Nasional Berhad
9:10am
Introduction to KMF2016
Tan Sri Dato’ Azman Hj Mokhtar
Managing Director, Khazanah Nasional Berhad
Tan Sri Dato’ Azman Hj Mokhtar
Managing Director, Khazanah Nasional Berhad
9:15am- 9:55am
Opening Address
Prof Jomo Kwame Sundaram
Third Holder of the Tun Hussein Onn Chair in International Studies, Institute of Strategic and International Studies Malaysia; and Visiting Senior Fellow, Khazanah Research Institute
Prof Jomo Kwame Sundaram
Third Holder of the Tun Hussein Onn Chair in International Studies, Institute of Strategic and International Studies Malaysia; and Visiting Senior Fellow, Khazanah Research Institute
10:00am - 10:40am
Special Address: ‘The Geography of Inequality’
Tan Sri Andrew Sheng
Distinguished Fellow, Asia Global Institute, The University of Hong Kong; and Board Member, Khazanah Nasional Berhad
Introducer:
Mohamed Nasri Sallehuddin
Executive Director, Corporate & Support Services, Company Secretary and Head of Legal, Khazanah Nasional Berhad
Tan Sri Andrew Sheng
Distinguished Fellow, Asia Global Institute, The University of Hong Kong; and Board Member, Khazanah Nasional Berhad
Mohamed Nasri Sallehuddin
Executive Director, Corporate & Support Services, Company Secretary and Head of Legal, Khazanah Nasional Berhad
10:40am - 10:55am
Break
11:00am - 12:15pm
Core Session 1: Macro and Markets
Prof Danny Quah
Li Ka Shing Professor of Economics and Vice Dean (Academic Affairs), Lee Kuan Yew School of Public Policy, National University of Singapore; and Senior Fellow, Khazanah Research Institute
Dave Chen
Principal, Equilibrium
Frances Dydasco-Kieswetter
Founding Partner and CEO, Proa Partners Pte Ltd
Jin-Yong Cai
Partner, TPG; and former CEO, International Financial Corporation (IFC), World Bank Group
Stefano Natella
Managing Director and Head of Global Market Research, Credit Suisse
Yeoh Keat Seng
Fund Manager, Kumpulan Sentiasa Cemerlang Sdn Bhd
Chairperson:
Mohamed Ridzuan Mohamed
Director, Khazanah Research & Investment Strategy, Khazanah Nasional Berhad
Prof Danny Quah
Li Ka Shing Professor of Economics and Vice Dean (Academic Affairs), Lee Kuan Yew School of Public Policy, National University of Singapore; and Senior Fellow, Khazanah Research Institute
Dave Chen
Principal, Equilibrium
Frances Dydasco-Kieswetter
Founding Partner and CEO, Proa Partners Pte Ltd
Jin-Yong Cai
Partner, TPG; and former CEO, International Financial Corporation (IFC), World Bank Group
Stefano Natella
Managing Director and Head of Global Market Research, Credit Suisse
Yeoh Keat Seng
Fund Manager, Kumpulan Sentiasa Cemerlang Sdn Bhd
Mohamed Ridzuan Mohamed
Director, Khazanah Research & Investment Strategy, Khazanah Nasional Berhad
Ridzuan Mohamed is a Director in the Research division of Khazanah. He has more than ten years industry experience as a sell-side equities analyst, having covered the Malaysian utilities, transportation and telecommunications sectors for a number of investment banks including UBS and Merrill Lynch. Since joining Khazanah in 2009, his research responsibilities have spanned the breadth of the organization, from GLC Transformation to Macro Strategy and Portfolio/ Business Strategy, and currently Public Markets.
Ridzuan is a Chartered Financial Analyst, and an economics graduate of the London School of Economics and Political Science.
12:20 - 1:05pm
Special Address: ‘Culture as Destiny?’
George Yeo
Chairman, Kerry Logistics Network; and former Minister for Foreign Affairs, Singapore
Introducer:
Datuk Ben Chan
Executive Director and Co-Head of Investments, Khazanah Nasional Berhad
George Yeo
Chairman, Kerry Logistics Network; and former Minister for Foreign Affairs, Singapore
Datuk Ben Chan
Executive Director and Co-Head of Investments, Khazanah Nasional Berhad
1:15pm - 2:35pm
Luncheon Address
Ali Babacan
Member of Parliament and former Deputy Prime Minister, Republic of Turkey
Introducer:
Dato’ Noorazman Abd Aziz
Executive Director, Investments, Khazanah Nasional Berhad
Ali Babacan
Member of Parliament and former Deputy Prime Minister, Republic of Turkey
Dato’ Noorazman Abd Aziz
Executive Director, Investments, Khazanah Nasional Berhad
2:45pm - 4:00pm
Core Session 2: Firms and Transformation
Aziz Mebarek
Founding Partner, AfricInvest
David Frigstad
Chairman, Frost & Sullivan
Gustaf Agartson
CEO, BIMA
Dato' Rohana Rozhan
Group CEO, Astro Malaysia Holdings Berhad
Dato' Wan Kamaruzaman Wan Ahmad
CEO, Kumpulan Wang Persaraan (Retirement Fund Incorporated)
Chairperson:
Hisham Hamdan
Chief Investment Officer, Khazanah Nasional Berhad
Aziz Mebarek
Founding Partner, AfricInvest
David Frigstad
Chairman, Frost & Sullivan
Gustaf Agartson
CEO, BIMA
Dato' Rohana Rozhan
Group CEO, Astro Malaysia Holdings Berhad
Dato' Wan Kamaruzaman Wan Ahmad
CEO, Kumpulan Wang Persaraan (Retirement Fund Incorporated)
Hisham Hamdan
Chief Investment Officer, Khazanah Nasional Berhad
Hisham Hamdan joined Khazanah in April 2011 from Sime Darby Berhad, where he served in various senior capacities, covering strategy and business development, healthcare, energy & utilities, and China. He holds two degrees in Chemical Engineering and Industrial management from Purdue University, United States. He has also attended the Harvard Business School’s Advanced Management Programme.
4:05pm - 4:50pm
Special Address
Jaime A. Zobel de Ayala
Chairman and CEO, Ayala Corporation
Introducer:
Ahmad Zulqarnain Onn
Executive Director, Investments and Head of Strategic Management Unit, Khazanah Nasional Berhad
Jaime A. Zobel de Ayala
Chairman and CEO, Ayala Corporation
Ahmad Zulqarnain Onn
Executive Director, Investments and Head of Strategic Management Unit, Khazanah Nasional Berhad
Ahmad Zulqarnain Onn is Chief Executive Officer of the Employees Provident Fund (EPF), the largest Malaysian retirement fund. He was previously Group Chief Executive of Permodalan Nasional Berhad (PNB), the largest asset management company in Malaysia. Prior to PNB, he was Deputy Managing Director of Khazanah Nasional Berhad, Malaysia’s sovereign wealth fund, where he held various positions including Head of Strategy, Head of the Strategic Fund, and Head of the Financial Institutions Group. Zulqarnain was the founding Chief Executive Officer of a financial guarantee insurer which provided credit enhancement and structuring for large infrastructure projects.
He has had various roles in institutions leading debt restructuring and resolutions in the aftermath of the Asian financial crisis and at investment banks. He holds a bachelor’s degree in economics from Harvard University.
4:50pm - 5:05pm
Break
5:15pm - 6:40pm
Special Session in collaboration with TEDxKL:
Innovation Without Borders 2.0
Ambarish Mitra
Co-Founder and CEO, Blippar
Barry Pousman
Co-Founder and CEO, Variable Labs
Jaime 'Jim' Ayala
Founder and CEO, Hybrid Social Solutions, Inc
Lynette Wallworth
Interactive media artist
Srikanth Velamakanni
Co-Founder and CEO, Fractal Analytics
Introducers:
Sumant Mandal
Co-Founder and Managing Director, March Capital Partners
Tengku Dato' Sri Azmil Zahruddin Raja Abdul Aziz
Executive Director, Investments, Khazanah Nasional Berhad
Ambarish Mitra
Co-Founder and CEO, Blippar
Barry Pousman
Co-Founder and CEO, Variable Labs
Jaime 'Jim' Ayala
Founder and CEO, Hybrid Social Solutions, Inc
Lynette Wallworth
Interactive media artist
Srikanth Velamakanni
Co-Founder and CEO, Fractal Analytics
Sumant Mandal
Co-Founder and Managing Director, March Capital Partners
Tengku Dato' Sri Azmil Zahruddin Raja Abdul Aziz
Executive Director, Investments, Khazanah Nasional Berhad
6:40pm
End of Day One
9:00am - 9:45am
Special Address: ‘Building a Sustainable Future’
Dr Alfonso Vegara
Founder and President, Fundación Metrópoli
Hamdan Abdul Majeed
Director, Investments, Khazanah Nasional Berhad; and Executive Director, ThinkCity Sdn Bhd
Introducer:
Zaida Khalida Shaari
Executive Director, Investments, Khazanah Nasional Berhad
Dr Alfonso Vegara
Founder and President, Fundación Metrópoli
Hamdan Abdul Majeed
Director, Investments, Khazanah Nasional Berhad; and Executive Director, ThinkCity Sdn Bhd
Zaida Khalida Shaari
Executive Director, Investments, Khazanah Nasional Berhad
9:50am - 10:05am
Taman Tugu Project: In Celebration of Knowledge and the Environment
10:05am - 10:20am
Break
10:30am - 11:45am
Core Session 3: Growth and Development
Dr Albert Zeufack
Chief Economist for Africa, The World Bank
Dato’ Sri Nazir Tun Abdul Razak
Chairman; CIMB Group, and Board Member, Khazanah Nasional Berhad
Nurhisham Hussein
Head of Economics and Capital Markets, Employees Provident Fund Malaysia
Datuk Seri Dr Rahamat Bivi Yusoff
Director General, Economic Planning Unit, Prime Minister’s Department, Malaysia
Prof Ravi Kanbur
T.H. Lee Professor of World Affairs, International Professor of Applied Economics, and Professor of Economics, Cornell University
Chairperson:
Dr Nungsari Ahmad Radhi
Managing Director, Prokhas Sdn Bhd
Dr Albert Zeufack
Chief Economist for Africa, The World Bank
Dato’ Sri Nazir Tun Abdul Razak
Chairman; CIMB Group, and Board Member, Khazanah Nasional Berhad
Nurhisham Hussein
Head of Economics and Capital Markets, Employees Provident Fund Malaysia
Nurhisham Hussein is Chief Strategy Officer of the Employees Provident Fund (EPF), covering the areas of corporate strategy, policy, communications, sustainability, and transformation. He had previously served at EPF as Head of the Economics and Capital Markets Dept, overseeing economic surveillance of over 20 economies across the globe. He joined EPF after a stint with Malaysian Rating Corporation Berhad (MARC) and Permodalan Nasional Berhad (PNB).
Nurhisham holds a BSc in Monetary Economics from the University of London School of Economics and Political Science, and a Masters in Economics from Universiti Malaya.
Datuk Seri Dr Rahamat Bivi Yusoff
Director General, Economic Planning Unit, Prime Minister’s Department, Malaysia
Prof Ravi Kanbur
T.H. Lee Professor of World Affairs, International Professor of Applied Economics, and Professor of Economics, Cornell University
Dr Nungsari Ahmad Radhi
Managing Director, Prokhas Sdn Bhd
Dr Nungsari, 63, is currently a Trustee of Yayasan Rahimah Yusof and a member of the Board of Directors of Bank Negara Malaysia. He was formerly the Executive Chairman of the Malaysian Aviation Commission and Chairman of Khazanah Research Institute Board of Trustees. He was also an Executive Director at Khazanah Nasional Berhad and the Principal Officer at Danainfra Nasional Berhad, Pengurusan Danaharta Nasional Berhad and Syarikat Jaminan Pinjaman Perniagaan as well as the Managing Director at Prokhas Sdn Bhd.
Dr Nungsari holds a PhD in economics from Purdue University.
11:50am - 1:05pm
Special Session: The Ethics of Managing Geography
Caroline Russell
CEO, BOH Plantations Sdn Bhd
Charles Leadbeater
Author and independent strategic advisor
Dato’ Paduka Iqbal Khan
CEO, Fajr Capital
Datuk Sam Mannan
Director, Sabah Forestry Department
Datuk Wan Zulkiflee Wan Ariffin
President and Group CEO, PETRONAS
Chairperson:
Javier Santiso
Managing Director, Prokhas Sdn Bhd
Caroline Russell
CEO, BOH Plantations Sdn Bhd
Charles Leadbeater
Author and independent strategic advisor
Dato’ Paduka Iqbal Khan
CEO, Fajr Capital
Datuk Sam Mannan
Director, Sabah Forestry Department
Datuk Wan Zulkiflee Wan Ariffin
President and Group CEO, PETRONAS
Javier Santiso
Managing Director, Prokhas Sdn Bhd
1:15pm - 2:35pm
Luncheon Address
John G. Rice
Vice Chairman, GE
Introducer:
Dominic Silva
Executive Director and Head of Investments, Khazanah Nasional Berhad
John G. Rice
Vice Chairman, GE
Dominic Silva
Executive Director and Head of Investments, Khazanah Nasional Berhad
2:45pm - 3:30pm
Special Address: ‘Why Connectivity is Destiny’
Parag Khanna
CNN Global Contributor; Senior Research Fellow, Lee Kuan Yew School of Public Policy, National University of Singapore; and Managing Partner, Hybrid Reality
Introducer:
Chinta Bhagat
Executive Director, Khazanah India Advisors Private Limited
Parag Khanna
CNN Global Contributor; Senior Research Fellow, Lee Kuan Yew School of Public Policy, National University of Singapore; and Managing Partner, Hybrid Reality
Chinta Bhagat
Executive Director, Khazanah India Advisors Private Limited
3:35pm - 4:50pm
Core Session 4: People and Leadership
Tan Sri Abdul Wahid Omar
Group Chairman, Permodalan Nasional Berhad (PNB); and former Minister in the Prime Minister’s Department, Malaysia
Amar Gill
Director of Research (Mid and Small Cap Strategy), CLSA
Daud Vicary Abdullah
President and CEO, INCEIF
Dee Dee Chan
Director, Seal of Love Charitable Foundation
Dr Nigel Osborne MBE
Composer and human rights activist
Chairperson:
Dato' Charon Mokhzani
Executive Director, Khazanah Nasional Berhad; and Managing Director, Khazanah Research Institute
Tan Sri Abdul Wahid Omar
Group Chairman, Permodalan Nasional Berhad (PNB); and former Minister in the Prime Minister’s Department, Malaysia
Amar Gill
Director of Research (Mid and Small Cap Strategy), CLSA
Daud Vicary Abdullah
President and CEO, INCEIF
Dee Dee Chan
Director, Seal of Love Charitable Foundation
Dr Nigel Osborne MBE
Composer and human rights activist
Dato' Charon Mokhzani
Executive Director, Khazanah Nasional Berhad; and Managing Director, Khazanah Research Institute
4:50pm - 5:05pm
Break
5:15pm - 5:30pm
Book Launch: ‘Discovering Langkawi with Irshad Mobarak’
5:30pm - 6:15pm
Closing Address
YB Datuk Seri Johari Abdul Ghani
Minister of Finance II, Malaysia; and Board Member, Khazanah Nasional Berhad
YB Datuk Seri Johari Abdul Ghani
Minister of Finance II, Malaysia; and Board Member, Khazanah Nasional Berhad
6:15pm
End of Day Two
Photo Gallery
