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6 & 7 October 2025
Mandarin Oriental Kuala Lumpur | Virtual Platform

Concept Paper

After three years in the red, 2024 was a breakout year for Malaysian equities—FBM KLCI snapped its losing streak and ranked among the region’s top performers. Yet, moments of strength breed the greatest risk—the delusion of success. Learning from the Ant, this is precisely when we must arm ourselves— digging deeper into the trenches of what we know, pushing to the edge of deep uncertainty and cultivating a culture that embraces risk, adapts with agility, and fosters innovation. We must navigate complexity with nuance, balance structure with flexibility, and decisiveness with openness. By doing so, we don’t just tolerate risk like the Grasshopper; we leverage it as a catalyst for innovation.


Programme


08:00am - 09:15am

Breakfast


09:30am - 09:45am

WELCOME REMARKS

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


09:50am - 10:35am

KEYNOTE ADDRESS

Rising to the Challenge of an Age of Uncertainty

Prof Sir David Spiegelhalter
Emeritus Professor of Statistics, University of Cambridge

Introducer: Suhana Dewi Selamat
Head, Governance, Risk & Compliance, Khazanah Nasional Berhad


10:40am - 11:40am

CORE SESSION 1: MACRO AND MARKETS

Is There Light at the End of the Tunnel?

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

Kevin Bong
Managing Director and Head of Portfolio Design & Construction, Total Fund Management, CPP Investments

Shan Guo
Partner, Hutong Research

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


11:45am - 12:30pm

SPECIAL SESSION

Investment Portfolio Management

Jayne Bok
Head of Investments, Asia, Willis Towers Watson (WTW)

Dr Mark Machin
Founder & Managing Partner, Intrepid Growth Partners

Moderator: Hisham Hamdan
Chief Investment Officer, Khazanah Nasional Berhad


12:30pm - 1:50pm

Lunch Break


2:00pm - 3:00pm

CORE SESSION 2: FIRMS AND TRANSFORMATION

The Macro Micro Mismatch in ASEAN

Dato' Chu Jenn Weng
Co-Founder, President & Group CEO, ViTrox Corp Berhad

Jenny Lee
Senior Managing Partner, Granite Asia

Novan Amirudin
Group CEO, CIMB Group Holdings Berhad

Moderator: Vishal Agarwal
Co-Head, Private Markets and Head, Southeast Asia/South Asia, Khazanah Nasional Berhad


3:10pm - 3:50pm

SPECIAL ADDRESS

YAB Dato' Seri Anwar Ibrahim
Prime Minister of Malaysia


3:50pm - 4:10pm

Break


4:15pm - 5:00pm

FEATURE ADDRESS

Opportunities and Challenges in AI Age

James Mi
Founding Partner, Lightspeed Luminous

Introducer: Kenneth Woo
Head, North Asia, Khazanah Nasional Berhad


5:05pm - 6:25pm

INNOVATION WITHOUT BORDERS

Science, Technology and Innovation in Malaysia and Beyond

Hossein Fateh
Founder & CEO, Cloud Capital and CloudHQ

Hugh Campbell
Co-Founder & Partner, Bullhound Capital

Koh Cha-Ly
Founder & CEO, Urbanmetry Sdn Bhd

Dr Kong Xin Ying
Lee Kuan Yew Research Fellow, Nanyang Technological University Singapore

Introducer: Bahariah Bahadom
Senior Vice President, Strategy, Khazanah Nasional Berhad


End of Day One


Programme is correct as of 3 October 2025

08:30am - 09:45am

Breakfast


10:00am - 10:45am

FEATURE ADDRESS

Lessons of History: Is the Disorder of Our Times Unprecedented?

Prof Ayşe Zarakol
Professor of International Relations, University of Cambridge

Introducer: Halil Ucarer
Head, Europe, Khazanah Nasional Berhad


10:50am - 11:35am

FEATURE ADDRESS

Structure and Growth: Opportunities and Challenges for the Chinese Economy

Prof Ming Lu
Distinguished Professor of Economics and Director of Shanghai Institute for National Economy, Shanghai Jiao Tong University

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


11:40am - 12:40pm

CORE SESSION 3: GROWTH AND DEVELOPMENT

Navigating the Tragedy of the Commons

Koh Cha-Ly
Founder & CEO, Urbanmetry Sdn Bhd

Dr Masni Mat Dong
Assistant Professor, Tunku Abdul Rahman University of Management and Technology; and Visiting Research Fellow, Oxford Department of International Development, University of Oxford

Moderator: Attiyaa Zuhaimy
Senior Vice President, Research, Khazanah Nasional Berhad


12:40pm - 1:50pm

Lunch Break


2:00pm - 3:20pm

MALAYSIANA: Stories of Spectacular Malaysians

Annice Lyn
Documentary & sports photographer; and Co-Founder, Women Photographers Malaysia

Prof Dato' Dr Jafri Malin Abdullah
Neurosurgeon; and Professor of Neurosciences & Chairman, Brain & Behaviour Cluster, Universiti Sains Malaysia (USM)

Dr Khoo Teng Jian
Physicist, ATLAS Experiment, CERN (European Organisation for Nuclear Research); and Research Assistant, Humboldt University of Berlin

Dr Louisa Shobhini Ponnampalam
Marine scientist; and Co-Founder & Executive Director, The MareCet Research Organisation

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


3:25pm - 4:10pm

FEATURE ADDRESS

Toward a More Balanced Capitalism in Uncertain Times - Lessons from Japan for Malaysia

Prof Ulrike Schaede
Professor of Japanese Business and Director, Japan Forum for Innovation and Technology, School of Global Policy and Strategy (GPS), University of California, San Diego

Introducer: Seet RuiXi
Vice President, Research, Khazanah Nasional Berhad


4:10pm - 4:30pm

Break


4:35pm - 5:35pm

CORE SESSION 4: PEOPLE AND LEADERSHIP

Permanent, Intolerable Uncertainty and the Essence of Being Human

Dr Alaa Murabit
Medical doctor, strategist and United Nations Sustainable Development Goals Advocate

Lim Sim Seng
Former Group Executive, DBS Bank; Board Director, Raffles Medical Group & IOI Properties Group; and Singapore High Commissioner to Nigeria

Prof Ulrike Schaede
Professor of Japanese Business and Director, Japan Forum for Innovation and Technology, School of Global Policy and Strategy (GPS), University of California, San Diego

Moderator: Shahrizal Mohd Suffian
Head, Strategic Human Capital Management, Khazanah Nasional Berhad


5:40pm - 5:50pm

CLOSING REMARKS

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


5:50pm - 6:10pm

CLOSING ADDRESS

YB Senator Datuk Seri Amir Hamzah Azizan
Minister of Finance II Malaysia; and Board Member, Khazanah Nasional Berhad


End of Day Two


Programme is correct as of 3 October 2025