7:45am
8:00am
8:45am
9:00am
Jenny Sofian, Chairman, IMAS and Chief Executive Officer, Fullerton Fund Management
9:10am
Dr. Vivian Balakrishnan, Minister for Foreign Affairs
9:20am
Dr. Vivian Balakrishnan, Minister for Foreign Affairs
Moderator: Avril Hong, Bloomberg
10:00am
10:30am
Artificial Intelligence is no longer a niche technology—it’s a transformative force reshaping global markets, industries, and societies. From healthcare and finance to education and infrastructure, AI is unlocking unprecedented opportunities for growth, efficiency, and innovation. Yet, with this promise comes profound questions about governance, ethics, and the future of work.
This panel brings together visionary leaders, technologists, and policymakers to explore how AI can drive sustainable progress while balancing risk and responsibility. Join us as we examine the breakthroughs redefining business models, the role of data in shaping competitive advantage, and the frameworks needed to ensure inclusive and ethical adoption.
Xie Chao, Head of Data Science, Managing Director, GIC
Luke Soon, AI Leader, digital solutions, PwC Singapore
Moderator:
Brian Lim, CEO & Co-Founder, Wisma AI
11:10am
Singapore’s equity market is on the rise. The Straits Times Index (STI) has comfortably surged past its 2007 highs, and small- to mid-cap counters are also seeing renewed interest with improved liquidity and valuations. Large IPOs—including REITs and corporates— are making a comeback, propelling Singapore into the ranks of the top 10 IPO markets globally.
Hear more from industry leaders who have been driving the MAS Equity Market Review Group (EMRG) measures to transform the market, including:
Whether you're already active in Singapore or looking to expand your footprint, this is your opportunity to engage, learn, and contribute to the market’s next chapter.
Gillian Tan, Assistant Managing Director - Development & International, Monetary Authority of Singapore
Ng Yao Loong, Head of Equities, Singapore Exchange
Pauline Ng, Head of ASEAN, Emerging Markets and Asia Pacific (EMAP) Equities, J.P. Morgan Asset Management
Moderator:
Don Guo, Chief Investment Officer, Singapore Management University (SMU)
11:55am
Mandy Chew, Chairperson, IMAS Conference Organizing Committee and Executive Director, Head of Marketing and Communications, South East Asia, J.P. Morgan Asset Management
12:00pm
Jointly organised by Fullerton Fund Management and SGX Group, with the support of IMAS, the Fullerton/SGX Value Up Singapore Equities Challenge provides tertiary students with hands on exposure to Singapore’s equity market. Over several weeks, participants take on the role of investment managers, conducting fundamental company research, forming investment convictions, making real time trading decisions and ultimately presenting their ideas to a panel of industry professionals.
The three winning teams will be formally recognised at this dedicated award ceremony held during the IMAS Conference.
12:10pm
2:00pm - 3:30pm - Masterclasses
Masterclass 1: The Macroeconomic & Equity Market Implications of Artificial Intelligence for Asia
Artificial Intelligence (AI) is emerging as a transformative force with far‑reaching implications for economies and financial markets, particularly across Asia.
As the infrastructure buildout and adoption of Artificial Intelligence (AI) gain momentum, questions arise as to the macroeconomic and equity market implications of this General Purpose Technology. How could growth and labor markets, inflation, interest rates, inequality and government balance sheets be affected, especially in Asia? Which countries stand to benefit, and why? Equity markets globally have already responded, favoring companies that provide or operate the underlying AI infrastructure, pushing valuations of some stocks to potentially “bubbly” levels. Will markets eventually transition towards rewarding AI adopters, and if so, what sectors might outperform?
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.
Key Themes of the Masterclass:
Session Objective:
To provide learners with an understanding of the potential macroeconomic and equity market implications of Artificial Intelligence from a regional Asian perspective.
Trainers:
Click here to view the 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.
Key Themes of the Masterclass:
Trainers:
Click here to view the 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.
Key Themes of the Masterclass:
Trainers:
Click here to view the lesson plan.
Masterclass 4: Unlocking Value & Broadening Participation in Singapore Equities (Part 1)
Across two complementary discussions, this segment examines how Singapore’s equity market can capture the next leg of growth in a changing global landscape.
A fireside chat on the Nasdaq–Singapore dual-listing bridge will unpack how a smoother pathway to Nasdaq can expand access to global capital, attract scalable high-growth issuers, and deepen liquidity - along with practical implications for listing strategy, valuation, research coverage and investor outreach.
After this, a market outlook discussion with leading practitioners will then assess the effectiveness of recent market-development efforts, their impact on deal flow, listings and corporate behaviour, and what more is needed to broaden the opportunity set - from higher-growth and sector-diverse listings to new instruments and structures - so as to entrench Singapore’s position as a dynamic, globally connected equity market.
Trainers:
Click here to view the lesson plan.
3:45pm - 5:15pm - Masterclasses
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.
Key Themes of the Masterclass:
Trainers:
Click here to view the lesson plan.
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.
Key themes of the Masterclass:
Trainers:
Click here to view the 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.
Key themes of the Masterclass:
Trainers:
Click here to view the lesson plan.
<p></p>
Masterclass 8: Unlocking Value & Broadening Participation in Singapore Equities (Part 2)
This workshop spotlights real-life cases of Singapore-listed companies unlocking shareholder value through strategic transformation, innovation and sharper capital-markets execution. Participants will gain practical insight into key value drivers - portfolio and business model shifts, capital structure optimisation and stronger investor engagement - while exploring new growth avenues such as emerging business lines, market expansion and partnerships. Attendees will leave with a clearer view of Singapore corporates’ growth prospects, and the concrete steps management can take to drive future growth and re-rating potential.
Trainers:
Click here to view the lesson plan.
5:15pm