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4 - 6 October 2021

Concept Paper

For much of 2020, the Covid-19 pandemic ravaged the world. Today, while the roll out of global vaccination measures points towards a light at the end of the tunnel, the tunnel is still long and dangerous. We may no longer be groping in the dark, but we are certainly not close to serious illumination. The sharing of intellectual property and the waiver of patents for vaccine production remain fiery global political issues, amplifying the divide between richer nations and less rich nations. Governments still stumble in figuring out the appropriate pandemic response measures. Businesses remain cautious in expanding capital expenditure. Consumer sentiment, at least among the non-rich, remains woeful. Indeed, for many, the pandemic has brought humanity and our planet into a new world; to them, the world has changed irreversibly.


Programme


9.00am - 9.30am

Welcome Remarks and Opening Address

Dato' Amirul Feisal Wan Zahir
Managing Director, Khazanah Nasional Berhad

YAB Dato’ Sri Ismail Sabri Yaakob
Prime Minister of Malaysia; and Chairman, Khazanah Nasional Berhad


9:35am - 10:20am

Special Address: 'The Global Human Self'

Tamim Ansary
Author and historian

Introducer: Nick Khaw
Head, Research, Khazanah Nasional Berhad


10:25am - 11:15am

Core Session 1: Macro and Markets

Covid, Convergence, Correlations

Dr Andrew Ang
Head, Factor Investing Strategies, BlackRock

Joyce Chang
Chair of Global Research, J.P. Morgan

Nadia Jalil
Regional Head, Group Economics & Markets Analysis, CIMB Group

Chairperson: Mohamed Ridzuan Mohamed
Director, Research, Khazanah Nasional Berhad


11:20am - 12:05pm

Special Address
'The Great Reset: Shaping a Sustainable Energy Future’

Tengku Muhammad Taufik
President and Group CEO, PETRONAS

Introducer: Datuk Amran Hafiz Affifudin
Executive Director and Head, Energy & Infrastructure, Khazanah Nasional Berhad


12:05pm - 1:35pm

Break


1:35pm - 2:20pm

Fireside Chat with Manny Maceda

Manny Maceda
Worldwide Managing Partner, CEO and Chairman of the Board, Bain & Company

Moderator: Anand Panchalingam
Head, Digital & Technology, Managing Director's Office, Khazanah Nasional Berhad


2:25pm - 3:10pm

Fireside Chat with Robert F. Smith

Robert F. Smith
Founder, Chairman and CEO, Vista Equity Partners

Moderator: Serena Tan
Executive Director, Head, Private Markets and Head, Financial Institutions Group (FIG), Khazanah Nasional Berhad


3:15pm - 4:00pm

Fireside Chat with Dr Fred Hu

Dr Fred Hu
Founder, Chairman and CEO, Primavera Capital Group

Moderator: Dato' Amirul Feisal Wan Zahir
Managing Director, Khazanah Nasional Berhad


End of Day One


9:05am - 10:05am

Core Session 2: Firms and Transformation

Trials and Tribulations in Sustainability – How Do We Create Real Impact?

Luanne Sieh
Senior Managing Director, and Head, Group Sustainability, CIMB Group

Rohaya Yusof
Chief Investment Officer, Employees' Provident Fund (EPF)

Tanah Sullivan
Head of Sustainability, GoTo Group

Tariq Fancy
Former Chief Investment Officer for Sustainable Investing, BlackRock; and Founder, The Rumie Initiative

Chairperson: Nik Sharifidin Nik Mohamed Din
Head, Strategy, Khazanah Nasional Berhad


10:10am - 10:55am

Special Address: 'Income Inequality in the Past Three Decades: Globally, in Advanced Economies, and in China'

Prof Branko Milanović
Centennial Professor, London School of Economics; and Senior Scholar, Stone Center on Socio-economic Inequality, City University of New York

Introducer: Tan Siaw Woan
Director, Research, Khazanah Nasional Berhad


11:00am - 12:00pm

Core Session 3: Growth and Development

Covid-19 and Broken Economic Systems: Towards Crafting a More Inclusive and Sustainable Growth Path

Allen Ng
Group Head and Principal Economist, ASEAN+3 Macroeconomic Research Office (AMRO)

Prof Branko Milanović
Centennial Professor, London School of Economics; and Senior Scholar, Stone Center on Socio-economic Inequality, City University of New York

Tan Sri Dr Jemilah Mahmood
Professor and Executive Director, Sunway Centre for Planetary Health, Sunway University

Chairperson: Prof Jomo Kwame Sundaram
Research Advisor, Khazanah Research Institute


12:05pm - 12:50pm

Special Address: '4 Billion Years of Innovation in the History of Life'

Prof Neil Shubin
Robert Bensley Distinguished Service Professor, and Associate Dean, Biological Sciences Division, University of Chicago

Introducer: Nik Marien Nik Ahmad Kamal
Senior Vice President, Investments, Khazanah Nasional Berhad


Break


2:30pm - 3:15pm

Fireside Chat with Nadiem Makarim

Nadiem Makarim
Minister of Education, Culture, Research and Technology, Republic of Indonesia; and Founder, Gojek

Moderator: Tengku Dato' Sri Azmil Zahruddin Raja Abdul Aziz
Chief Investment Officer, Khazanah Nasional Berhad


3:20pm - 4:05pm

Special Address: 'The Changing Past and The Changing Future’

Prof Peter Frankopan
Professor of Global History, and Director, Oxford Centre for Byzantine Research, Oxford University

Introducer: Imran Ahmad
Director, Research, Khazanah Nasional Berhad


End of Day Two


9:05am - 10:25am

Special Session: Innovation Without Borders

Alison Sander
Director, Center for Sensing and Mining the Future , Boston Consulting Group (BCG)

Dr Amani Salim
Co-Founder and Chief Scientist and Technologist, nanoSkunkWorkX Sdn Bhd

Kamarul Azman Muhamed
Founder and CEO, Aerodyne Group

Shawn Henry
President of CrowdStrike Services, and Chief Security Officer, CrowdStrike

Introducer: Geoff Lee
Head, Telecommunications, Media & Technology, Khazanah Nasional Berhad


10:35am - 11:35am

Special Session: Pandemic and Public Health

Prof Dato' Dr Adeeba Kamarulzaman
President and Pro Vice-Chancellor, Monash University Malaysia

Prof Jayati Ghosh
Professor of Economics, University of Massachusetts - Amherst

Tan Sri Dr Jemilah Mahmood
Professor and Executive Director, Sunway Centre for Planetary Health, Sunway University

Chairperson: Nazihah Muhamad Noor
Research Associate, Khazanah Research Institute


11:40am - 12:45pm

Special Session: Crafting Our Nation's New Collective Narrative

Dzuleira Abu Bakar
CEO, Technology Park Malaysia (TPM)

Kim Lim
Co-Founder, PichaEats

Loi Tuan Ee
CEO, Farm Fresh

Azmi Zainal
COO, Farm Fresh

Vinesh Sinha
Founder and CEO, FatHopes Energy

Introducer: Edmund Goh
Vice President, Knowledge Management, Research, Khazanah Nasional Berhad


Break


2:30pm - 3:15pm

Special Address: 'Mission Economy'

Prof Mariana Mazzucato
Professor in the Economics of Innovation and Public Value, and Founding Director, Institute for Innovation and Public Purpose, University College London

Introducer: Shahin Farouque Jammal Ahmad
Executive Director and Head, Special Situations, Khazanah Nasional Berhad


3:20pm - 4:20pm

Core Session 4: People and Leadership

We're All In It Together: Crafting Our New Collective Narrative

Prof Mariana Mazzucato
Professor in the Economics of Innovation and Public Value, and Founding Director, Institute for Innovation and Public Purpose, University College London

Melisa Melina Idris
Senior Editor, Astro AWANI

Tamim Ansary
Author and historian

Chairperson: Selvendran Katheerayson
Head, Real Assets, Khazanah Nasional Berhad


4:25pm - 4:45pm

Closing Address

YB Senator Tengku Datuk Seri Utama Zafrul Tengku Abdul Aziz
Minister of Finance Malaysia; and Board Member, Khazanah Nasional Berhad


End of Day Three