
4 - 6 October 2021
4 - 6 October 2021
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.
Monday, 4 October 2021 (Malaysia Time)
Tuesday, 5 October 2021 (Malaysia Time)
Wednesday, 6 October 2021 (Malaysia Time)
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
Dato’ Amirul Feisal Wan Zahir joined Khazanah in July 2021. Previously, he was Group Chief Financial Officer of Malayan Banking Berhad (“Maybank”) since July 2016 and he was also the Group Head, Global Banking of Maybank from October 2014 until June 2016. Prior to Maybank, he joined Permodalan Nasional Berhad in 2010 as Executive Vice President of Special Projects and was seconded to Chemical Company of Malaysia Berhad, a public listed company, as Group Managing Director. In 2008, he was appointed as Managing Director, Head of Investment Banking for Maybank Investment Bank where he was responsible for the Investment Banking, Corporate Finance, Equity Capital Markets and Private Equity Divisions. He had also served as Executive Director at BinaFikir Sdn Bhd from 2004 to 2008. He is currently the Chairman of Iskandar Investment Berhad , M+S Pte Ltd, and Yayasan Khazanah. He also sits on the Board of Trustees of Yayasan Hasanah and Khazanah Research Institute.
Dato’ Amirul Feisal Wan Zahir is a Fellow of the Institute of Chartered Accountants England and Wales, a member of the Malaysian Institute of Accountants, and a Chartered Banker, Asian Institute of Chartered Bankers. He holds a Bachelor of Science degree in Economics majoring in Accounting and Finance from London School of Economics & Political Science, United Kingdom and completed the Advanced Management Program at Harvard Business School.
Dato’ Sri Ismail Sabri Yaakob was appointed as the Chairman of Khazanah effective 29 September 2021. He is currently the 9th Prime Minister of Malaysia and was the Deputy Prime Minister from July 2021 to August 2021, as well as the Senior Minister and Minister of Defence from 2020 to 2021. He has also held other ministerial posts, including Minister for Youth and Sports, Minister for Domestic Trade, Co-operatives and Consumerism, Minister for Agriculture and Agro-Based Industry, and Minister of Rural and Regional Development.
Tamim Ansary
Author and historian
Introducer:
Nicholas Khaw
Head, Research, Khazanah Nasional Berhad
Tamim Ansary is an Afghan American author, teacher, and lecturer who takes a particular interest in zones where cultures and civilisations overlap. His books, which have been translated into over a dozen languages, include West of Kabul, East of New York, a memoir about straddling a cultural fault line in the world; Games Without Rules, a history of Afghanistan from the inside looking out; and Destiny Disrupted, a history of the world through Islamic eyes. His latest work, The Invention of Yesterday, offers a birds’ eye view of world history as a fabric woven of cultural narratives and explores how a world historical narrative might be constructed for the global age. Ansary ran the San Francisco Writer Workshop for 22 years and teaches occasionally at the Osher Institute, at U.C. Berkeley.
Nick Khaw is an economist in the Research division at Khazanah Nasional. His work covers, among others, research on Khazanah’s strategic investments and development policy issues including industrial policy, cluster development, and economic diversification. In addition, he also heads the Knowledge Management team at Khazanah, as well as oversees the operations of Khazanah Research Institute. Prior to Khazanah, Nick served as an economist in Malaysia’s Economic Planning Unit, where he was directly involved in several national development initiatives. Nick holds a Master in Public Administration in International Development (MPA/ID) from Harvard Kennedy School and completed his undergraduate studies in Economics at Harvard College. He writes a monthly column for The Edge Malaysia. All his writings can be found at www.nicholaskhaw.com.
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
Andrew Ang, PhD, is Head of BlackRock Systematic Wealth Solutions and Head of the Factor-Based Strategies Group. Dr. Ang is a well-known financial economist specialising in quantitative investing. Author of over 100 publications, Dr. Ang has published on equities, fixed income, optimal asset allocation, and alternative assets. He has written seminal papers in the area of factor investing, including research behind the minimum volatility factor. Dr. Ang has won many industry prizes and grants, including the Bernstein Fabozzi/Jacobs Levy award, and awards and grants from Q Group, INQUIRE, Netspar, and the National Science Foundation. Before joining BlackRock, Dr. Ang was the Ann F. Kaplan Professor of Business at Columbia Business School.
Joyce Chang is Chair of Global Research for J.P. Morgan’s Corporate and Investment Bank, a global leader in Banking, Markets and Investor Services. Joyce began her career as an Emerging Markets Strategist and held top rankings in Institutional Investor surveys for Emerging Markets research from 1997 through 2012, earning 25 #1 individual rankings. In 2014, she was inducted into the Fixed Income Analyst Society Hall of Fame. Joyce was a Managing Director at Merrill Lynch and Salomon Brothers before joining J.P. Morgan Chase in 1999. She is the Senior Sponsor for J.P. Morgan’s Corporate and Investment Bank Women on the Move Network, the network for employees of Asian heritage (AsPIRE) and Nonprofit Board Service. She has been included in American Banker’s Most Powerful Women in Finance list since 2012 and Barron’s 100 Most Influential Women in US Finance since 2020.
Intan Nadia Jalil is the Regional Head, Group Economic and Market Analysis for CIMB Bank Berhad. Her previous appointments include the CEO of the PNB Research Institute, Associate Director of Economics at the Malaysian Aviation Commission, and Deputy Director of Research at Khazanah Research Institute. Nadia has 17 years’ experience in macroeconomics research, and in developing comprehensive economic development policies, strategies, and plans in Malaysia and Southeast Asia, including a term as Malaysian economist for the World Bank. Nadia holds an MSc in Regional and Urban Planning Studies from the London School of Economics and Political Science, and graduated from the University of Cambridge, United Kingdom with a BA in Economics.
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.
Tengku Muhammad Taufik
President and Group CEO, PETRONAS
Introducer:
Datuk Amran Hafiz Affifudin
Executive Director and Head, Energy & Infrastructure, Khazanah Nasional Berhad
Tengku Muhammad Taufik, a Malaysian aged 47, holds a BA (Honours) Degree in Finance & Accounting from Strathclyde University, Scotland. He is a Fellow of the Institute of Chartered Accountants in England and Wales (ICAEW) and Member of the Malaysian Institute of Accountants (MIA).
Tengku Taufik was appointed as President and Group CEO of PETRONAS in July 2020. He was previously Executive Vice President and Group CFO in 2018. Currently, he holds Board positions in various PETRONAS companies.
He is the Chairman of East Coast Economic Region Development Council (ECERDC) Audit Committee, National Trust Fund and Northern Corridor Implementation Authority (NCIA) Audit Committee, CEO Action Network as well as a Council Member of the ECERDC and NCIA.
Tengku Taufik is also on the Board of Trustees of the Merdeka Award Trust and member of the World Economic Forum (WEF) Oil & Governors Forum, WEF Industry Action Group and APEC Business Advisory Council (ABAC).
Datuk Amran Hafiz Affifudin joined Khazanah in June 2011. He started his career with PETRONAS in corporate finance and treasury functions. Amran also has experience in the private equity industry, where he served in various roles and responsibilities with several firms. He holds a B.Sc. in Commerce, majoring in Accounting and Finance from the McIntire School of Commerce at the University of Virginia, United States.
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
Manny Maceda is the Worldwide Managing Partner, CEO and Chairman of the Board of Bain & Company.
He is responsible for all aspects of the firm’s strategy and people across Bain’s global network of over 61 offices in 38 countries. Manny leads the firm in its mission to help clients create high levels of value while overseeing a culture perennially named as one of the world’s best places to work.
Throughout his 30-year Bain career, Manny has advised CEOs from around the globe while being recognized as one of the foremost experts on advising companies through large-scale transformations.
He holds an MS in Management from the MIT Sloan School of Management and a BS in Chemical Engineering (magna cum laude) from the Illinois Institute of Technology. Manny is a member of the Advisory Board of the MIT Sloan School of Management.
Anand has 28 years of working experience in Technology and has worked in different geographies namely the US, UK, Indonesia, Singapore, and Malaysia during his career. The industry sectors that he has worked in include Consulting, Consumer Products, Financial Services, and Oil & Gas. His previous experiences include working in Accenture, British American Tobacco, a Heineken JV, Standard Chartered, AIG, PETRONAS, and currently at Khazanah.
At Khazanah, he is responsible for the digital transformation overseeing the execution of the new digital strategy over a multi-year plan. This includes new digital solutions and operating models for our Investment and Corporate teams, establishing a digital team within an eco-system of digital partners to co-create and support the organisation, and building a new digital culture for Khazanah.
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
Entrepreneur and philanthropist Robert F. Smith is one of the most preeminent technology investors and has been recognised as a thought leader for both his financial acumen and philanthropic vision. Smith is the Founder, Chairman and CEO of Vista Equity Partners. Vista currently has more than $77 billion in AUM, with a portfolio of over 70 companies that employ more than 75,000 people globally.
In 2020, Smith was named as one of TIME’s 100 Most Influential People in the World and has been recognised by Forbes as one of the 100 Greatest Living Business Minds. He is the Chair of the Robert F. Kennedy Human Rights organisation, Chairman of Carnegie Hall, on the board of overseers of Columbia Business School and on the Board of Directors of the Business Roundtable.
Serena Tan joined Khazanah in February 2005. She has over 20 years of experience covering private equity and the financial services sector including secondments to Khazanah investee companies such as Bank Lippo (now CIMB Niaga) in Indonesia. She sits on the Boards of CIMB Group Holdings Berhad, CIMB Bank Berhad, Aviva Singapore and Singlife Singapore. Prior to Khazanah, Serena was with Boston Consulting Group and McKinsey & Co. She holds a Bachelor of Commerce Degree in Accounting and Finance from Macquarie University, Australia and a Master’s in Business Administration under the MIT Sloan Fellows Programme at the Massachusetts Institute of Technology, and is part of the Aspen Institute’s Finance Leaders Fellowship (class of 2018).
Dr Fred Hu
Founder, Chairman and CEO, Primavera Capital Group
Moderator:
Dato' Amirul Feisal Wan Zahir
Managing Director, Khazanah Nasional Berhad
Dr. Fred Hu is the founder and chairman of Primavera Capital Group. Prior to this, he was Chairman of Greater China and Partner at Goldman Sachs.
Fred is a respected economist who served at the International Monetary Fund. He previously sat on the Hong Kong Government’s Strategic Development Committee, the Advisory Committee for the HKSFC and INED of HKEX.
Fred is the non-executive chairman of Yum China and serves as an Independent non-executive director of ICBC, UBS AG and Ant Group.
Fred holds a Master in Engineering Science from Tsinghua University and a Master and Ph.D. in Economics from Harvard University.
Dato’ Amirul Feisal Wan Zahir joined Khazanah in July 2021. Previously, he was Group Chief Financial Officer of Malayan Banking Berhad (“Maybank”) since July 2016 and he was also the Group Head, Global Banking of Maybank from October 2014 until June 2016. Prior to Maybank, he joined Permodalan Nasional Berhad in 2010 as Executive Vice President of Special Projects and was seconded to Chemical Company of Malaysia Berhad, a public listed company, as Group Managing Director. In 2008, he was appointed as Managing Director, Head of Investment Banking for Maybank Investment Bank where he was responsible for the Investment Banking, Corporate Finance, Equity Capital Markets and Private Equity Divisions. He had also served as Executive Director at BinaFikir Sdn Bhd from 2004 to 2008. He is currently the Chairman of Iskandar Investment Berhad , M+S Pte Ltd, and Yayasan Khazanah. He also sits on the Board of Trustees of Yayasan Hasanah and Khazanah Research Institute.
Dato’ Amirul Feisal Wan Zahir is a Fellow of the Institute of Chartered Accountants England and Wales, a member of the Malaysian Institute of Accountants, and a Chartered Banker, Asian Institute of Chartered Bankers. He holds a Bachelor of Science degree in Economics majoring in Accounting and Finance from London School of Economics & Political Science, United Kingdom and completed the Advanced Management Program at Harvard Business School.
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
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
Siaw Woan joined Khazanah in 2009 and has more than 15 years of experience in the industry. She is currently a Director with the Research Division of Khazanah Nasional, where she is involved in roles covering impact investments, sector strategies, technology and macro-strategy. Prior to Khazanah, she worked at the Securities Commission and Ernst & Young. She is a CFA Charterholder, holds an MBA from the Massachusetts Institute of Technology (MIT) Sloan School of Management, a MSc in Economics and Finance from the University of Warwick and a BSc in Economics from the London School of Economics and Political Science.
Allen Ng
Chief Economist, Securities Commission Malaysia
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
Chairperson:
Prof Jomo Kwame Sundaram
Research Advisor, Khazanah Research Institute
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
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
Prof Peter Frankopan
Professor of Global History, and Director, Oxford Centre for Byzantine Research, Oxford University
Introducer:
Imran Ahmad
Director, Research, Khazanah Nasional Berhad
Imran Ahmad joined Khazanah in 2011, and has been involved in Knowledge Management activities, KMF, KGL, other events, publication of books, creative projects and international relationship management. Prior to Khazanah, he spent nine years at General Electric. His career in management consulting and programme management has taken him all over the world and has included: Unilever, Honeywell, Oracle, KPMG, Deloitte, Ernst & Young. He is also a nearly famous writer (www.unimagined.co.uk).
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
Dato' Prof Dr Adeeba Kamarulzaman
Professor of Medicine and Infectious Diseases, University of Malaya; and Adjunct Associate Professor, Yale University
Prof Jayati Ghosh
Professor of Economics, University of Massachusetts - Amherst
Tan Sri Dr Jemilah Mahmood
Professor and Executive Director, Sunway Centre for Planetary Health
Chairperson:
Nazihah Muhamad Noor
Research Associate, Khazanah Research Institute
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
Edmund joined Khazanah in May 2012 as an Associate in the Knowledge Management unit of the Research division. He is currently responsible for managing the organisation’s knowledge system and various knowledge events. Prior to that, he was a senior marketing executive at a homegrown clothing company. He also had a brief stint with PR firm, essence Burson-Marsteller as a PR executive servicing FMCG and healthcare clients. Edmund graduated from Universiti Tunku Abdul Rahman with a bachelor degree in Communications.
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
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
Tamim Ansary is an Afghan American author, teacher, and lecturer who takes a particular interest in zones where cultures and civilisations overlap. His books, which have been translated into over a dozen languages, include West of Kabul, East of New York, a memoir about straddling a cultural fault line in the world; Games Without Rules, a history of Afghanistan from the inside looking out; and Destiny Disrupted, a history of the world through Islamic eyes. His latest work, The Invention of Yesterday, offers a birds’ eye view of world history as a fabric woven of cultural narratives and explores how a world historical narrative might be constructed for the global age. Ansary ran the San Francisco Writer Workshop for 22 years and teaches occasionally at the Osher Institute, at U.C. Berkeley.
YB Senator Tengku Datuk Seri Utama Zafrul Tengku Abdul Aziz
Minister of Finance Malaysia; and Board Member, Khazanah Nasional Berhad
Tengku Datuk Seri Utama Zafrul Tengku Abdul Aziz was appointed as a Board member of Khazanah effective 1 April 2020. He is a Senator of Dewan Negara and the Minister of Finance.
He has over 22 years of experience in the banking and finance industry. Prior to his ministerial position, he was the Group CEO/Executive Director of CIMB Group Holdings Berhad. He had also served as CEO of Maybank Investment Bank Berhad and Maybank Kim Eng Holdings, as well as held senior positions in Citigroup Malaysia, Kenanga Holdings Berhad and Avenue Securities.
He graduated from University of Bristol, UK in Economics and Accounting. He also holds a Masters in Finance and Management from University of Exeter, UK and is a certified Fellow Chartered Banker by the Asian Institute of Chartered Bankers.