Join us as we look ahead and focus on new ideas and issues that matter to investors. Structural changes in the global economy are coinciding with wider social, and generational changes, amid deepening geopolitical shifts.
Hear from our experts as they explore important trends and share valuable insights through a unique Asian vantage point, highlighting new ways for investors to seize international opportunities.
Date: 16 Jan 2025, Thursday
Time: 12:30pm – 5:00pm
*Kindly note that registration starts at 12:30pm and refreshments will be served. The programme will commence at 1:30pm sharp.
Venue: Pan Pacific Singapore (Pacific Ballroom)
7 Raffles Boulevard Singapore 039595
Registration and light lunch
Welcome address
Speaker(s)
Jenny Sofian
Jenny Sofian
Fullerton Fund Management
Position
Chief Executive Officer
Company
Fullerton Fund Management
Biography
Jenny Sofian is the Chief Executive Officer at Fullerton Fund Management Company Ltd, where she is responsible for strategic development and management of the firm. With over two decades of experience in the asset management industry, Jenny has held various leadership roles, including her previous position as CEO and Head of South Asia at Amundi Singapore. There, she oversaw the company's Southeast Asian and Australian operations and served as the Regional Director of Southeast Asia at the Group Level Executive Committee. Jenny’s career started in managing insurance funds for the Insurance Corporation of Singapore. Her active involvement in industry bodies has positively influenced and shaped the asset management industry. As the current Chairman of the Investment Management Association of Singapore and a member of the Monetary Authority of Singapore's Financial Centre Advisory Panel, Jenny has demonstrated her commitment to advancing the industry. She also serves as a director of The Institute of Banking and Finance and was conferred the IBF Fellow award in 2020. In addition, Jenny sits on the advisory board of the Singapore Green Finance Centre, showcasing her dedication to sustainability and the environment. Jenny's remarkable achievements have been recognised with numerous awards and accolades, including the Lifetime Achievement Award by Asia Asset Management and IBF Distinguished Fellow by The Institute of Banking and Finance Singapore. She earned her BS in Business Administration with a major in Finance from San Diego University, graduating Summa Cum Laude.
Seizing opportunities in public and private markets
CIO Insights: What’s keeping me up at night?
Our experts will share their insights into the threats and opportunities affecting portfolio management over the next 6-12 months and beyond. They will address a range of topics and perspectives including financial sector development, policy stimulus, geopolitics, and de-globalisation trends. Hear their analysis on the evolving economic landscape and its implications for investment strategy in the context of current and long-term market developments.
Speaker(s)
Rohit Sipahimalani
Rohit Sipahimalani
Temasek
Position
Chief Investment Officer
Company
Temasek
Biography
Rohit Sipahimalani joined Temasek in 2008 as Head of Telecom, Media & Technology investments. In 2012, he was appointed co-Chief Investment Officer and has since held various roles including Joint Head for Investment Group, Joint Head of Portfolio Strategy & Risk Group as well as Head, India before assuming his current position in January 2022. Prior to joining Temasek, Rohit spent 11 years with Morgan Stanley holding senior positions across its Mumbai and Hong Kong offices, including Co-Head of the Asia Pacific M&A business in Hong Kong, before his appointment as Managing Director and Head of South East Asia Investment Banking in Singapore. Rohit started his career with Citibank, Mumbai, after which he spent a few years with McKinsey & Company in India as a management consultant, before he joined Morgan Stanley. Rohit holds an MBA from the Indian Institute of Management Ahmedabad. He graduated from St. Stephens College, Delhi with a Bachelor of Arts (Hons) Economics.
Ken Goh
Ken Goh
Fullerton Fund Management
Position
Chief Investment Officer
Company
Fullerton Fund Management
Biography
Ken is CIO at Fullerton Fund Management. He sets the strategic direction for the investment team and is responsible for overseeing the investment performance of all portfolios. Ken also manages Fullerton’s Global Absolute Alpha, Asia Focus and Asia Absolute Alpha Equities strategies. Ken joined Fullerton in 2017 as Head of Equities and was additionally appointed Deputy CIO in 2020. He was previously CEO of CIMB Principal Asset Management’s Singapore office. He was also concurrently Regional CIO and Regional Head of Equities. Before he joined CIMB Principal in 2007, he held various senior positions in APS Asset Management, MeesPierson Private Bank, Allianz Dresdner Asset Management and Philip Capital Management. Earlier in his career, Ken worked at the Government of Singapore Investment Corporation (GIC). Ken graduated from National University of Singapore with a First-Class Honours in Business Administration. He is also a CFA charterholder.
David Chua
David Chua
Income Insurance
Position
CIO
Company
Income Insurance
Biography
David Chua is an experienced CIO with extensive track record on buy- and sell-sides. His core expertise lie in Asset Allocation, Portfolio Management, ALM and Derivative Hedging. A CFA charterholder since 2006, he holds a clear grasp of macro trends and proven delivery of investment performances for financial institutions and insurers alike. For over 2 decades, he delivers in both strategic and execution roles - building investment teams and developing operating models, implementing total return mandates, matching liability-driven portfolios. With effective stakeholder management and people skills, he is frequently entrusted by CEOs and Board as a strategic thought partner, business change leader and sounding board on business deliberations. Having lived and worked in financial hubs of New York, London and Singapore, he speaks regularly at investment and insurance forums. David is passionate about purpose-led organisations and people development to harness potential in others. His professional and personal networks are connected and built to help do that.
Moderator
Robert St Clair
Robert St Clair
Fullerton Fund Management
Position
Head of Investment Strategy
Company
Fullerton Fund Management
Biography
Robert is the Head of Investment Strategy at Fullerton Fund Management and reports directly to the Chief Investment Officer. He works closely with the CIO to formulate and drive our global investment strategy across asset classes. In his role, he is responsible for communicating our house views to clients, consultants and the media. Robert joined Fullerton in 2020 from BP, where he was a Macro-Econometrician in the integrated Supply & Trading Group. Prior to that, he was with GIC for 10 years as a Macroeconomist/Strategist in their Economics and Fixed Income department. He was also with the Monetary Authority of Singapore and Reserve Bank of New Zealand in the earlier years of his career. Robert graduated from the Victoria University of Wellington with a Master’s Degree in Commerce and Administration (Economics).
Coffee Break
Navigating complexities and harnessing global trends
Many economies in Asia are experiencing strong growth. The region has become more competitive, gained global trade share, and its companies are enjoying rising earnings growth and greater capital inflows. Such favourable trends have unfolded even as US-China tensions have continued, and as global geopolitical risks have increased. We explore how Asia can continue to thrive within an increasingly polarised world.
Keynote Speaker
Simon Tay, Chairman, Singapore Institute of International Affairs
Moderator:
Ziad Haider, Partner, Global Director of Geopolitical Risk, Singapore, McKinsey and Company
Sustainability Blueprint: Charting Singapore and Asia’s greener future
Singapore is a regional leader in green finance and has played an active role in international organisations and governmental bodies that are seeking to lower carbon emissions, improve environmental standards and create a more sustainable future. We examine what more needs to be done and how to accelerate the climate change agenda as we navigate the path to net zero.
Moderator: Amanda Yap, Head of Sustainability, Fullerton Fund Management
Closing Remarks
Speaker(s)
Robert St Clair
Robert St Clair
Fullerton Fund Management
Position
Head of Investment Strategy
Company
Fullerton Fund Management
Biography
Robert is the Head of Investment Strategy at Fullerton Fund Management and reports directly to the Chief Investment Officer. He works closely with the CIO to formulate and drive our global investment strategy across asset classes. In his role, he is responsible for communicating our house views to clients, consultants and the media. Robert joined Fullerton in 2020 from BP, where he was a Macro-Econometrician in the integrated Supply & Trading Group. Prior to that, he was with GIC for 10 years as a Macroeconomist/Strategist in their Economics and Fixed Income department. He was also with the Monetary Authority of Singapore and Reserve Bank of New Zealand in the earlier years of his career. Robert graduated from the Victoria University of Wellington with a Master’s Degree in Commerce and Administration (Economics).