Fund Selector Asia will be hosting our flagship Investment Forum in Kuala Lumpur on Tuesday, 20 May 2025.
About the event
Date: Tuesday, 20 May 2025
Time: 11:30am – 2:00pm
Venue: Four Seasons Hotel, Kuala Lumpur
Fund Selector Asia is delighted to host the FSA Investment Forum Malaysia on Tuesday, 20 May at the Four Seasons Hotel, Kuala Lumpur.
It is again a year of many economic and political uncertainties. In this environment, investors need to have well-defined strategies, but also must be tactically agile to generate returns, mitigate risks and preserve capital.
The Investment Forum Malaysia aims to provide insights and stimulate debate about the best strategies and tactics to adopt, and to explore the investment opportunities in a range of asset classes in the public and private markets and across countries and regions.
Key benefits for you from attending include:
- Expert presentations from leading global investment managers
- Insights and advice from our panel speakers on portfolio strategy and asset allocation
- Share and hear the views of your industry peers
- Opportunities to strengthen relationships with existing contacts and to build new ones
Speaker interviews
Fund Selector Asia sat with each of the speakers in advance of the FSA Investment Forum Malaysia to find out more about the strategies they will be showcasing at the event.
Lazard AM: Navigating market shifts through quantitative equity investment
TT International: Correlations between assets have changed
Agenda
| 11:30am | Registration and refreshments |
| 12:00pm | Welcoming remarks Rupert Walker, Editor, Fund Selector Asia |
| 12:10pm | FSA award presentation |
| 12:15pm | Fireside chat: The prospects for Asian economies and markets – What are the main factors impacting Asian stock and bond markets? – How are policy makers and companies in the region responding to global turbulence? – What is the role of China’s economic strategy and performance? – Which countries and sectors offer the best opportunities? Ramone Mikgail Kok, CFA, CQF, FMVA, Head of Investment Research & Advisory, Hong Leong Bank |
| 12:30pm | Presentation: Navigate market shifts with an Advantage – through quantitative equity investment Geopolitical tensions, tariffs, inflation, disruptive technology. The world is fast-changing and as these events unfold, equity market responses have been swift with increased volatility. This session will look at how investors can allocate their assets to navigate these changing market narratives. Learn how quantitative equity investment, utilizing data science and AI, may generate consistent excess returns over time. Shen Tan, Managing Director, Asia, Lazard Asset Management |
| 12:50pm | Lunch |
| 1:10pm | Presentation: EM fixed income in 2025: How to navigate the end of US exceptionalism Trump 2.0 is generating heightened market volatility and increased geopolitical risks across Emerging Markets in 2025. In this session, JC will examine the need to disrupt the usual rationale towards Emerging Markets investing under this new regime and the potential for return of capital flows back to Emerging Markets. JC will be covering blind spots and potential surprises for emerging markets investors, as we appear to be approaching the end of the US exceptionalism era. JC Sambor, Head of Emerging Markets Debt, TT International |
| 1:30pm | Panel discussion: Managing uncertainties in global markets – What are the greatest risks to stock and bond markets? – Does the current turbulence provide opportunities for investors? – What are the best strategies to generate returns in this environment? – What are the optimal ways to protect portfolios? Shen Tan, Managing Director, Asia, Lazard Asset Management JC Sambor, Head of Emerging Markets Debt, TT International Ng Chze How, Managing Director/CEO, RHB Group Asset Management Moderator: Rupert Walker, Editor, Fund Selector Asia |
| 1:55pm | Closing remarks Rupert Walker, Editor, Fund Selector Asia |
REGISTER NOW
This invitation-only event is designed for fund selectors and asset allocators working at local and foreign private banks, the wealth units of retail banks, family offices and independent wealth advisers.
For more information about the event or assistance in processing your registration, please contact David Mills by email at E: david.mills@markallengroup.com or by phone on T: + 852 3695 5161.
Speakers
Ramone Mikgail Kok, CFA, CQF, FMVA, Head of Investment Research & Advisory, Hong Leong Bank
Ramone heads the Investment Research & Advisory function within Hong Leong Bank’s Wealth Management division, where he leads multi-asset strategy, fund selection, and portfolio positioning. He also formulates the bank’s house views and translates them into actionable insights for client portfolios. Ramone is also a CFA charterholder and holds the Certificate in Quantitative Finance (CQF).
Shen Tan, Managing Director, Asia, Lazard Asset Management
Shen Tan is a Managing Director and the Head of Asia ex-Japan at Lazard Asset Management. He began working in the investments industry in 2000. Prior to joining Lazard in 2018, Shen was a Managing Director responsible for the Asia ex-Japan institutional business at Capital Group and, prior to that, he was a Partner and Global Head of Sales for Income Partners Asset Management. He has a Masters of Commerce and a Bachelor of Engineering (Chemical Engineering) from the University of New South Wales.
Ng Chze How, Managing Director/CEO, RHB Group Asset Management
Outstanding achievements in Wealth & Asset Management, Banking and Life insurance industries in Malaysia. Vast experience in various senior leadership roles over the last two decades. Skilled in Agency Sales & Strategies, Partnership Distribution, Portfolio Management, Financial Services, Capital Markets, Risk Management, and Mutual Funds. Strong proven track record in propelling businesses with exponential growth.
JC Sambor, Head of Emerging Markets Debt, TT International
Jean-Charles “(JC)” Sambor is TT’s Head of Emerging Markets Debt. Before joining TT, JC worked at BNP Paribas Asset Management for almost eight years as Head of EM Fixed Income and was Lead Portfolio Manager of the EM Debt strategies. Prior to this, JC was CEO of IIF (Institute of International Finance) Asia Pacific Ltd and Regional Director. He also worked at TCW and a large hedge fund. JC started his career as an Emerging Markets economist with Société Générale. He is an alumnus of UCLA and received an MA in International Financial Economics from UPMF. JC is also an alumnus of École Normale Supérieure and received an MA in Philosophy from Sorbonne University.
Rupert Walker, Editor, Fund Selector Asia
Rupert will be chairing the event and is an award-winning financial journalist and editor with a background as a fund manager and investment banker in London and Singapore. He was educated at Oxford and London universities, and is a CFA charter holder.
