Programme

IMAS Conference

Power Breakfast | Appreciation for Speakers & Sponsors

8:00am

Welcome Speech by IMAS Chairman

9:00am

Jenny Sofian, Chairman of IMAS and Chief Executive Officer of Fullerton Fund Management

Opening Address by Guest of Honour

9:10am

Dr. Vivian Balakrishnan, Minister for Foreign Affairs

Fireside Chat on Geo-Politics

9:20am

  • Dr. Vivian Balakrishnan, Minister for Foreign Affairs

Moderator:

  • Avril Hong, Bloomberg

Break & Networking

10:00am

Panel 2: The Next Frontier - Al as a Catalyst for Change

10:30am

  • Dr Luke Soon, Al Leader, Digital Solutions, PwC Singapore
  • Xie Chao, Head of Data Science, Managing Director, GIC
  • Joud Abdel Majeid, Co-Head of Global Partners Office, BlackRock

Moderator:

  • Brian Lim, CEO & Co-Founder, Wisma Al

Panel 3: Singapore's Equity Renaissance - Buyside's Role in Sustaining Momentum

11:15am

  • Pauline Ng, Head of ASEAN, Emerging Markets and Asia Pacific Equities, J.P.Morgan Asset Management
  • Ng Yao Loong, Head of Equities, SGX
  • Gillian Tan, Assistant Managing Director, Development & International, MAS

Moderator:

  • Don Guo, Chief Investment Officer, Singapore Management University

Closing Remarks

12:00pm

Fullerton/SGX Value-Up Singapore Equities Challenge - Award Ceremony

12:05pm

Lunch & Networking

12:15pm

IMAS Masterclass

Masterclasses

2:00pm - 3:30pm

Masterclass 1: The Macroeconomic & Equity Market Implications of Artificial Intelligence for Asia in a Global Context

This masterclass is designed to equip senior investment professionals and board members with a comprehensive understanding of potential macroeconomic effects of the adoption of AI, as well as of the public equity market impact at the overall index and industry levels. The discussion material will be grounded in the latest academic literature, as well as market research by brokers, funds and others.

Trainers:

  • Felix Momsen, Managing Director (Public Equities), GIC
  • Ray E Farris, Chief Economist, Eastspring Investments
  • Steven Yu, Multi-Asset Portfolio Manager, GIC
  • John Tsai, Head of Growth Equities, Eastspring Investments
  • Sundeep Bihani, Portfolio Manager, Regional Asia Value Equities, Eastspring Investments
  • Christina Woon, Head of Equity Income, Eastspring Investments

Click here to view the full lesson plan.

Masterclass 2: ETF - Tools for Modern Asset Management

The global ETF market has surged past USD 18 trillion, reshaping how investors access markets, manage portfolios, and express investment views. In this Masterclass, industry experts will unpack what’s driving this phenomenal growth, explore the evolving dynamics between active and passive investing, and examine how Factors and Thematic strategies are redefining indices.

Whether you represent a sovereign wealth fund, pension fund, insurer, private bank, or asset manager, this session will equip you with the knowledge to navigate today’s sophisticated ETF landscape with confidence.>

Trainers:

  • Ogar Widjaja, Head of Xtrackers Sales, South-East Asia
  • Jonathan Shyong, Vice President, Xtrackers Coverage Specialist

Click here to view the full lesson plan.

Masterclass 3: Retirement Reimagined: Multi-Asset Strategies for a Longer Life

As Asia’s investor base matures and longevity reshapes financial planning, retirement investing is no longer a niche; it’s a critical pillar of wealth management. This masterclass explores how multi-asset solutions can address the dual challenges of accumulation and decumulation, delivering resilient outcomes for individuals and institutions.

Trainers:

  • Andy Budden, Head of Solutions, Europe & Asia, Capital Group
  • Zijian Yang, Solutions Investment Director, Capital Group

Click here to view the full lesson plan.

Masterclass 4: Part I: Unlocking Value & Broadening Participation in Singapore Equities

Bridging Markets, Boosting Growth: Unlocking Singapore’s Nasdaq Dual‑Listing Advantage
Singapore’s equity market is set for a boost as the new Nasdaq dual‑listing bridge opens access to deeper global capital, wider
investor reach, and enhanced liquidity. This fireside chat explores how dual listings can attract high‑growth companies, strengthen
valuations, and elevate Singapore’s position as a competitive international financial hub. Hear practical insights on what the bridge
means for issuers, investors, and the future of the market ecosystem.

Future of the Market: How Singapore Equities Evolve, Grow, and Lead
As Singapore’s equity market evolves, understanding the forces shaping its long‑term trajectory has never been more critical. This
discussion brings together seasoned market practitioners who offer candid, private‑sector perspectives on the opportunities and
challenges ahead. They will explore key drivers of growth, shifts in investor behaviour, structural developments, and the strategic moves
needed to strengthen Singapore’s position as a dynamic, globally connected equity market.

Trainers:

  • Bob McCooey, Vice Chairman, APAC, NASDAQ
  • Geoff Howie, Market Strategist, SGX Group
  • Robert St Clair, Head of Investment Strategy, Fullerton Fund Management

Click here to view the full lesson plan.

Masterclasses

3:45pm - 5:15pm

Masterclass 5​: AI in Global Markets: Opportunities & Portfolio Implications

Artificial Intelligence (AI) is emerging as a transformative general-purpose technology with significant implications for the global economy and financial markets. As investment in AI infrastructure accelerates and adoption broadens across industries, investors are increasingly examining how AI could reshape productivity, labour markets and corporate profitability, while also influencing equity market dynamics.

This masterclass will explore observed shifts in capital expenditure, labour market developments and policy responses linked to AI adoption. It will also review trading patterns in global equity markets, differentiating between “AI Infrastructure” providers and “AI Adopters”, and examining phases of momentum such as “AI Summers” and “AI Winters”. From a practitioner’s perspective, the session will discuss what AI means for investment
decision-making globally and how investment professionals are incorporating AI tools and insights into their investment processes.

Trainers:

  • Felix Momsen, Managing Director (Public Equities), GIC
  • Steven Yu, Multi-Asset Portfolio Manager, GIC
  • Petr Kocourek, Multi-Asset Portfolio Manager, Schroders Investments

Click here to view the full lesson plan.<p></p>

Masterclass 6: Gold as a Strategic Capital: Risk, Preservation, and Power in a Multipolar World

In an era of rising geopolitical risk, currency debasement, and structural uncertainty, gold continues to play a critical — yet often misunderstood — role in
institutional and family office portfolios. This masterclass examines gold through a due diligence lens, separating myth from mechanism.
Rather than focusing on price speculation, the session explores gold as strategic capital: its behavior across regimes, its function in portfolio construction, and its relevance in a multipolar financial system. Attendees will leave with a clearer framework for evaluating gold allocations, understanding its limitations, and asking better questions when assessing gold-related strategies and products.

Trainers:

  • Kwok Keng Han, Chief Marketing Officer, Lion Global Investors
  • Darius Foo, Head of Distribution Business, Lion Global Investors
  • Nicholas Tay, Senior Director, Lion Global Investors

Click here to view the full lesson plan.

Masterclass 7: Deep Dive into Performance Attribution to Optimise Investment Decision-Making

The investment community across Asia-Pacific are navigating an increasingly complex investment environment, where achieving transparency, aligning stakeholders, and measuring true value creation have become strategic imperatives. Participants will gain insights into contemporary Performance and Attribution Measurement practices, including methodologies for identifying sources of return and value add from various investment decisions across multi-asset and multi-currency portfolios. Drawing on real-world experience working with eight Australian superannuation funds, together representing around 50% of total industry AUM, over engagements spanning since 2012, Ortec Finance will share how it supports asset owners and asset managers in establishing comprehensive attribution frameworks to enable better decision-making and stakeholder reporting.
This session aims to equip asset manager, asset owners, CIOs, performance teams, and risk professionals with practical frameworks and proven approaches to elevate performance measurement and attribution capabilities in a rapidly evolving investment landscape.

Trainers:

  • Michelle Li, CFA, CIPM, Head of Australia Investment Performance Solution, Ortec Finance
  • Anh Tran, Consultant Investment Performance Solution, Ortec Finance

Click here to view the full lesson plan.

Masterclass 8: Part II: Unlocking Value & Broadening Participation in Singapore Equities

The Value Breakthrough: Case Studies from Singapore-Listed Champions

This workshop highlights real life examples of Singapore-listed companies that are unlocking shareholder value through strategic transformation, innovation, and smarter capital-markets execution. Participants will gain practical insights into the key catalysts behind value creation and walk away a clearer understanding of the growth and development prospects for Singapore-listed companies.

Trainers:

  • Shawn Ang, Associate Director, Equities, Fullerton Fund Management

Click here to view the full lesson plan.

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End of Masterclass

5:15pm

IMAS Investment Conference & Masterclass 2026

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Contact Us
IMAS Secretariat
3 Phillip Street
Royal Group Building #07-01
Singapore 048693
Tel: +65 6223 9353
Fax: +65 6223 9352
Email: conference@imas.org.sg