KMF2019
From the Past to the Future:
Building our Collective Brain
7 & 8 October 2019
From the Past to the Future:
Concept Paper
Since the inception of the KMF, themes have been discussed ranging from a shifting global economic climate to a reclamation of the global ‘commons’ to a new context where uncertainty is normality to the need to generate growth with inclusion in an age of paradox, to whether or not good stewardship based on the political economy of location, environment, and demographics can overcome geography as destiny, to the juxtaposition between Artificial Intelligence and Human Intelligence and most recently, to we can Recalibrate Markets, Firms, Society and People towards a greater sense of Balance.
Concept Paper Programme
8:00am - 9:00am
Registration
9:00am - 9:05am
Welcome Remarks And Introduction To KMF2019
Datuk Shahril Ridza Ridzuan
Managing Director, Khazanah Nasional Berhad
Datuk Shahril Ridza Ridzuan
Managing Director, Khazanah Nasional Berhad
9:05am - 9:30am
Opening Address
YB Dato’ Seri Mohamed Azmin Ali
Minister of Economic Affairs Malaysia; and Board Member, Khazanah Nasional Berhad
YB Dato’ Seri Mohamed Azmin Ali
Minister of Economic Affairs Malaysia; and Board Member, Khazanah Nasional Berhad
9:35am - 10:20am
Special Address: 'Evolving The Collective Brain'
Dr Joseph Henrich
Professor of Human Evolutionary Biology, Harvard University
Chairperson:
Nick Khaw
Head, Research, Khazanah Nasional Berhad
Dr Joseph Henrich
Professor of Human Evolutionary Biology, Harvard University
Nick Khaw
Head, Research, Khazanah Nasional Berhad
Nicholas Khaw joined Khazanah in April 2011 from the Economic Planning Unit of the Prime Minister’s Department, where he started his career as a macroeconomist.
Currently, he is a Trustee at Khazanah Research Institute and is a monthly contributor to The Edge Malaysia’s Forum column.
He holds a Master in Public Administration in International Development (MPA/ID) from Harvard Kennedy School and completed his Bachelor of Arts in Economics at Harvard College, United States. He is currently a part-time PhD student in Political Economy Research at King’s College London.
10:20am - 10:35am
Break
10:45am - 12:00pm
Core Session 1: Macro And Markets
10 Years of DM Overperformance vis-à-vis EM
– What Do We Do?
Chen Zhao
Chief Global Strategist, Alpine Macro
Jalil Rasheed
President and Group CEO, Permodalan Nasional Berhad (PNB)
Shaun Cochran
Global Head of Thematic Research, CLSA Hong Kong
Chairperson:
Mohamed Ridzuan Mohamed
Director, Research, Khazanah Nasional Berhad
Chen Zhao
Chief Global Strategist, Alpine Macro
Jalil Rasheed
President and Group CEO, Permodalan Nasional Berhad (PNB)
Shaun Cochran
Global Head of Thematic Research, CLSA Hong Kong
Mohamed Ridzuan Mohamed
Director, Research, 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.
12:05pm - 1:05pm
Special Session: Investing In Emerging Markets - Different Styles
Dr Cindy Zhou
CEO, XY Investments
Munib Madni
Founding Panvestor/CEO, Panarchy Partners
Teng Chee Wai
Managing Director, Affin Hwang Asset Management Berhad
Chairperson:
Roni L. Abdulwahab
Executive Director and Head, Leisure & Tourism, Khazanah Nasional Berhad
Dr Cindy Zhou
CEO, XY Investments
Munib Madni
Founding Panvestor/CEO, Panarchy Partners
Teng Chee Wai
Managing Director, Affin Hwang Asset Management Berhad
Roni L. Abdulwahab
Executive Director and Head, Leisure & Tourism, Khazanah Nasional Berhad
1:05pm - 2:05pm
Networking Lunch
2:15pm - 3:00pm
Special Address: 'India, Collective Intelligence, and The Next Stage of Globalisation'
James Crabtree
Associate Professor of Practice, Lee Kuan Yew School of Public Policy, National University of Singapore; and Author of 'The Billionaire Raj'
Introducer:
Babar Ali Khan
Director, Investments, Khazanah India Advisors
James Crabtree
Associate Professor of Practice, Lee Kuan Yew School of Public Policy, National University of Singapore; and Author of 'The Billionaire Raj'
Babar Ali Khan
Director, Investments, Khazanah India Advisors
3:05pm - 4:20pm
Core Session 2: Firms and Transformation
The Upside of Blood in the Water – The Need for Corporate Shark Attacks
Tunku Alizakri Alias
CEO, Employees Provident Fund Malaysia (EPF)
Michael Birshan
Senior Partner, McKinsey & Company
Nicholas Bloy
Managing Partner, Navis Capital Partners
Suvir Varma
Senior Advisor, Bain & Company
Chairperson:
Tengku Azmil Zahruddin Raja Abdul Aziz
Deputy Managing Director, Khazanah Nasional Berhad
Tunku Alizakri Alias
CEO, Employees Provident Fund Malaysia (EPF)
Michael Birshan
Senior Partner, McKinsey & Company
Nicholas Bloy
Managing Partner, Navis Capital Partners
Suvir Varma
Senior Advisor, Bain & Company
Tengku Azmil Zahruddin Raja Abdul Aziz
Deputy Managing Director, Khazanah Nasional Berhad
4:25pm - 4:40pm
Break
4:50pm - 6:10pm
Special Session in Collaboration with TEDxKL: Innovation without Borders 4.0
Laura Deming
Founder and Managing Director, The Longevity Fund
Dr Santitarn Sathirathai
Group Chief Economist, Sea Group
Sumant Mandal
Managing Director and Co-Founder, March Capital Partners
Prof Datin Paduka Dr Teo Soo Hwang
CEO, Cancer Research Malaysia
Introducer:
Nik Marien Nik Ahmad Kamal
Senior Vice President, Investments, Khazanah Nasional Berhad
Laura Deming
Founder and Managing Director, The Longevity Fund
Laura Deming is a venture capitalist and a leading figure in anti-aging research, dedicated to extending human life through biological innovation. After being homeschooled in New Zealand, she moved to San Francisco at age 12 to work in Cynthia Kenyon’s lab at the University of California. At 14, she was accepted to MIT to study physics but left to join the Thiel Fellowship and start a venture capital firm. Deming founded The Longevity Fund, which focuses on aging and life extension, raising $4 million in its first fund and $22 million in its second. In 2018, she launched Age1, a startup accelerator for longevity companies, and began advising the Pioneer Fund. Deming has been featured in Forbes “30 Under 30″ and starred in National Geographic’s “The Age of Ageing”.
Dr Santitarn Sathirathai
Group Chief Economist, Sea Group
Sumant Mandal
Managing Director and Co-Founder, March Capital Partners
Prof Datin Paduka Dr Teo Soo Hwang
CEO, Cancer Research Malaysia
Nik Marien Nik Ahmad Kamal
Senior Vice President, Investments, Khazanah Nasional Berhad
6:10pm
End of Day One
9:05am - 10:20am
Core Session 3: Growth and Development
I Am Because We Are – Ensuring Equal Access to our Collective Brain
Dr Francesco Saraceno
Deputy Department Director, OFCE-Sciences Po
Dr Nungsari Ahmad Radhi
Chairman, Khazanah Research Institute
Prof Jayati Ghosh
Professor of Economics, University of Massachusetts - Amherst
Chairperson:
Prof Jomo Kwame Sundaram
Senior Research Advisor, Khazanah Research Institute
Dr Francesco Saraceno
Deputy Department Director, OFCE-Sciences Po
Dr Nungsari Ahmad Radhi
Chairman, Khazanah Research Institute
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.
Prof Jayati Ghosh
Professor of Economics, University of Massachusetts - Amherst
Prof Jomo Kwame Sundaram
Senior Research Advisor, Khazanah Research Institute
10:25am - 11:10am
Special Address: 'What the Collective Brain teaches us about Economic Policy'
Prof Nathan Nunn
Frederic E. Abbe Professor of Economics, Harvard University
Introducer:
Selvendran Katheerayson
Head, Real Assets, Khazanah Nasional Berhad
Prof Nathan Nunn
Frederic E. Abbe Professor of Economics, Harvard University
Selvendran Katheerayson
Head, Real Assets, Khazanah Nasional Berhad
Selvendran Katheerayson has been with Khazanah since January 2006. Prior to this, he has worked at Motorola Inc and Maxis Communications Berhad. He started his career at Ernst & Young in June 1994. He holds a Master in Public Administration degree from Harvard University, a Master of Business Administration (Finance) degree from the University of Hull, United Kingdom and an Honours degree in Law from the University of London, United Kingdom.
11:10am - 11:25am
Break
11:35am - 12:20pm
Special Address: 'The Technology Trap: Capital, Labor and Power in the Age of Automation'
Dr Carl Benedikt Frey
Co-Director and Oxford Martin Citi Fellow, Oxford Martin Programme on Technology and Employment, University of Oxford
Introducer:
Ahmad Zulqarnain Onn
Deputy Managing Director, Khazanah Nasional Berhad
Dr Carl Benedikt Frey
Co-Director and Oxford Martin Citi Fellow, Oxford Martin Programme on Technology and Employment, University of Oxford
Ahmad Zulqarnain Onn
Deputy Managing Director, 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.
12:20pm - 1:20pm
Networking Lunch
1:30pm - 2:45pm
Special Session: Building a Nation's Collective Brain
Datuk Ahmad Izham Omar
CEO, Primeworks Studio
Alina Amir
Co-Founder and CEO, Arus Academy
Datin Saidah Rastam
Composer; and Director, 'Melaka In Fact'
Surina Shukri
CEO, Malaysia Digital Economy Corporation (MDEC)
Introducer:
Ramana Rajalingam
Director, Special Projects Office, Khazanah Nasional Berhad
Datuk Ahmad Izham Omar
CEO, Primeworks Studio
Alina Amir
Co-Founder and CEO, Arus Academy
Alina is the Co-Founder and CEO of Arus Academy, a social enterprise that empowers others through relevant & meaningful education. She represents Arus & Malaysia at various national and international events to share on innovation in education. Her passion for achieving equality in education has been the main engine of Arus’ growth since its establishment in 2014.
With about 10 years of teaching experience below her belt, Alina has poured her knowledge into innovative content development, and teacher coaching with a focus on high-need schools and marginalised communities including the stateless community in Chow Kit.
She has a degree in Actuarial Science from the University of Illinois and a post-graduate diploma in Education from Universiti Utara Malaysia. Prior to Arus, Alina was in management consulting.
Datin Saidah Rastam
Composer; and Director, 'Melaka In Fact'
Surina Shukri
CEO, Malaysia Digital Economy Corporation (MDEC)
Ramana Rajalingam
Director, Special Projects Office, Khazanah Nasional Berhad
2:50pm - 3:35pm
Special Address: 'Finding my Larger Collective'
Ronnie del Carmen
Animation director, writer, story artist, story supervisor and production designer
Introducer:
Wong Shu Hsien
Head, Infrastructure, Khazanah Nasional Berhad
Ronnie del Carmen
Animation director, writer, story artist, story supervisor and production designer
Wong Shu Hsien
Head, Infrastructure, Khazanah Nasional Berhad
3:40pm - 4:25pm
Special Address: 'Social Glue and the Collective Brain'
Prof Harvey Whitehouse
Chair of Social Anthropology and Director of the Institute of Cognitive and Evolutionary Anthropology (ICEA), University of Oxford
Introducer:
Mohd Raslan Md Sharif
Head, Corporate Communications, Khazanah Nasional Berhad
Prof Harvey Whitehouse
Chair of Social Anthropology and Director of the Institute of Cognitive and Evolutionary Anthropology (ICEA), University of Oxford
Mohd Raslan Md Sharif
Head, Corporate Communications, Khazanah Nasional Berhad
4:25pm - 4:40pm
Break
4:50pm - 6:05pm
Core Session 4: People and Leadership
To Fracture or to Heal – Making Choices for our Collective Brain
Prof Harvey Whitehouse
Chair of Social Anthropology and Director of the Institute of Cognitive and Evolutionary Anthropology (ICEA), University of Oxford
Dr Joseph Henrich
Professor of Human Evolutionary Biology, Harvard University
Prof Nathan Nunn
Frederic E. Abbe Professor of Economics, Harvard University
Zainah Anwar
Co-Founder, Sisters in Islam (SIS); and Executive Director, Musawah
Introducer:
Hisham Hamdan
Executive Director and Head, Public Markets, Khazanah Nasional Berhad
Prof Harvey Whitehouse
Chair of Social Anthropology and Director of the Institute of Cognitive and Evolutionary Anthropology (ICEA), University of Oxford
Dr Joseph Henrich
Professor of Human Evolutionary Biology, Harvard University
Prof Nathan Nunn
Frederic E. Abbe Professor of Economics, Harvard University
Zainah Anwar
Co-Founder, Sisters in Islam (SIS); and Executive Director, Musawah
Hisham Hamdan
Executive Director and Head, Public Markets, 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.
6:10pm - 6:30pm
Closing Address
Datuk Shahril Ridza Ridzuan
Managing Director, Khazanah Nasional Berhad
Datuk Shahril Ridza Ridzuan
Managing Director, Khazanah Nasional Berhad
6.30pm
End of Day Two
Photo Gallery
