Stephanie Tan Kar Mun is Director of Group Commercial and Market Coverage at Bursa Malaysia, where she leads the Exchange’s commercial strategy and client engagement across institutional investors, retail participants, brokers, and corporates. With nearly 20 years of international experience spanning global investment banking in London with HSBC and Morgan Stanley, JP Morgan in Malaysia, and Southeast Asia’s digital venture space with iflix, she brings deep expertise in capital markets, digital innovation, and stakeholder management.
At Bursa, she has driven transformational initiatives that expanded investor participation, unlocked new revenue streams, and enhanced Bursa’s positioning as a modern and inclusive exchange. A graduate of the London School of Economics, Stephanie is recognised as a thought leader advancing Malaysia’s capital market development.
Michael Sim is a Partner and CFO at Synergy Link Capital. His 3 decade long career in the derivative space encapsulates the transformative journey from traditional exchange floor trading to the contemporary electronic trading landscape. Initiating his career at Merrill Lynch, Michael gained invaluable insights and experience from both the buy-side and sell-side perspectives of the industry. His profound knowledge spans across the intricacies of market microstructure, with a specialized focus on index valuation and spread trading. Additionally, Michael’s entrepreneurial spirit is evidenced through his co-founding of Inspirante Trading Solutions, where his passion for growing and nurturing the trading community really shines.
Daryl Liew is the Head and Chief Investment Officer of Investment Solutions at Phillip Securities. He oversees portfolio management, investment strategy, and asset allocation for the firm’s discretionary mandates.
Prior to joining Phillip Securities, Daryl was Head of Portfolio Management at SingAlliance, where he led a team of portfolio managers and chaired the firm’s Investment Committee. His previous roles include Chief Investment Officer and Head of Portfolio Management at Reyl Singapore, as well as Chief Investment Strategist and Executive Director at Providend Ltd.
Daryl is a recognised thought leader in Singapore’s investment community and regularly shares insights on global macro trends, equities, and multi‑asset strategies.
Currently serving as the Director of Origination & Execution at Alta Alternative Investments, Terence Chew spearheads initiatives in the alternative asset sector, leveraging his extensive experience to identify, curate and structure investment opportunities for Alta’s investor network.
Terence possesses extensive experience in both buy-side and front-office sell-side in the capital markets space, enabling him to form well-rounded and holistic views. Prior to joining Alta, Terence has worked on major transactions through his stints with established financial institutions, including J.P. Morgan, Sumitomo Mitsui Banking Corporation and United Overseas Bank, alongside executing corporate development and strategy initiatives with Singapore Press Holdings and Perennial Holdings, showcasing his ability to navigate complex markets and drive value. His vast expertise and breadth of industry exposure underpin his value-add to formulate and execute high-impact investment strategies.
He holds a Bachelor’s Degree in Business with a specialization in Banking & Finance from Nanyang Business School, Singapore.
David has a decade of experience across investment banks – Morgan Stanley, Credit Suisse, and Nomura. Leaving banking in 2016, he founded 33 Capital, an investment firm focused on FinTech and e-commerce startups in Southeast Asia, and became aware of how difficult it was for private investors to find quality alternative investment opportunities.
Leveraging his wealth management and venture capital experience, he created a tech-enabled platform that would be the go-to resource for investors seeking private investment opportunities with attractive risk-return profiles. In 2019, he was named Top FinTech Leader by the Singapore FinTech Association and then Singapore Founder Finalist for the MAS FinTech Awards in 2020.
He graduated from the National University of Singapore as a University Scholar and also spent a semester abroad at the University of Southern California. Additionally, he holds a certification in FinTech from MIT. During his free time, he enjoys sports, wine, and traveling with his family.
Chee How joined Kenanga Investors Berhad (KIB) in September 2015, bringing with him more than 18 years of experience in investment research and analysis. He started his career as an engineer before joining the investment industry as a research analyst in a local investment bank. Subsequently, he worked as an analyst in Meridian Asset Management, covering domestic and regional equities. He then joined Pacific Mutual Fund as a Fund Manager, where he managed both local and foreign funds. Chee How graduated with a Bachelor of Engineering (First Class Honours) from the University Technology of Malaysia. He is also a CFA charter holder. He obtained his Fund Manager Representative License in 2012.
Lai Eu-Roy, CFA brings with him over 14 years of investment experience in multi-asset portfolio management, investment research, and advisory. He has led investment teams delivering cross-asset solutions tailored to institutional, corporate, and high-net-worth clients.
Most recently, Eu-Roy served as Head of Investments at AmInvestment Bank’s Private Banking division, where he oversaw advisory and discretionary mandates across equities, fixed income, FX, unit trusts, and structured products. He also spearheaded product development and regulatory engagement, aligning investment offerings with evolving market and compliance landscapes.
His prior roles include Senior Fund Manager at Eastspring Al-Wara’ Investments, where he managed institutional and retail mandates focused on Greater China, Asia ex-Japan and Malaysia equities, alongside equity research. He began his career at Bank Negara Malaysia, managing European equity and fixed income portfolios within the Central Bank’s foreign reserves team.
Eu-Roy holds a Bachelor of Science in Accounting from Iowa State University, graduating summa cum laude, and is a CFA Charterholder.
Jian Yuan is the Head of Research of Phillip Capital Malaysia.
He brings with him 10 years of sell side industry experience covering various industries including Energy, Petrochemical, Manufacturing and Automotive in Malaysia.
He is a fellow member of the Association of Chartered Certified
Accountants (ACCA).
John Tan is the Executive Director at Phillip Trustee Pte Ltd, a Singapore-based company that offers trust solutions as part of succession and legacy planning.
His role involves providing tailored solutions for diverse needs, including custodian services, escrow services, and investment trust solutions. John Tan’s experience includes previous roles at ALPADIS Group, Ocorian, Julius Baer, and BNP Paribas
Singapore Trust Corporation Limited.
He has been involved in various events and discussions on trust structures and legacy planning, contributing to the understanding and implementation of family trust and social trust in international contexts.
Ng Chze How was appointed as the Chief Executive Officer/Managing Director, RHB Asset Management Sdn Bhd on 11 September 2024.
He has with him 25 years of experience within the financial services industry with a vast experience in leading Asset Management Companies, Life Insurance Company, and Consumer Banks.
Mr. Ng held senior leadership positions in Manulife Investment Management (M) Berhad. Prior to that, he was General Manager and Executive Director of AIA Pension & Asset Management Sdn Bhd; Senior Vice President, Retail & Retirement Funds in AmFUNDS. He was under employment of Prudential Funds as the Chief Officer, Sales & Distribution. To add on, a Star Awards Bank Manager in Standard Chartered Bank.
He holds a Bachelor of Arts degree from University of Strathclyde in United Kingdom. Mr. Ng is a holder of Capital Market Services Representative License for Fund Management and he is a holder of Certified Financial Planner.
Mr Loh Jia Ying joined KIF in 2017 as an investment analyst. He was subsequently promoted as a portfolio manager in 2020.
Prior to this, he was a sell-side equity research analyst in Affin Hwang Capital, providing coverage on sectors such as banking, insurance and rubber gloves. He started his career in corporate finance before becoming involved in equity research.
He graduated with BSc (Hons) in Applied Accounting from Oxford Brookes University, United Kingdom. He is a Fellow Member of the Assocation of Chartered Certiied Accountants (ACCA) and a Chartered Financial Analyst CFA) charterholder.
Hong Kok Wah is the Head of Trading at Go Capital, with more than 10 years of experience in treasury management, foreign exchange, and commodity hedging across public listed companies, multinational corporations and private enterprises.
With extensive experience in financial markets and commodity trading, he specialises in foreign exchange and precious metals market strategies, particularly in navigating market volatility and risk management. His background includes treasury management, hedging strategies, and market analysis across various corporate environments.
As Head of Trading at Go Capital, Hong Kok Wah actively monitors global macroeconomic developments, central bank policies, and geopolitical trends that influence gold and commodity markets. He is frequently sought for his perspectives on gold price movements, market sentiment, and investment trends within the precious metals space.
Hong Kok Wah is a CFA® charterholder and also a certified FRM.
Combining practical trading experience with years of market knowledge, he brings valuable insights into the evolving global gold market, investment strategies, and financial risk management in today’s dynamic economic environment.
Al Emri Izzat Shah Albakri is the Vice President of Business Development for the Islamic Capital Market at Bursa Malaysia, focusing on the Bursa Gold Dinar initiative. He brings 15 years of experience with retail investors in Malaysia’s capital market.
He previously led Business Development in the Shariah Services Department of an international securities firm after having served as a Retail Research Analyst, where he was ranked 1st as the Best Analyst & Commentator in the Asiamoney Retail Brokers Poll for 2022 and 2023. Known for his clear, data‑driven insights and strong Shariah‑compliant product expertise, Al Emri offers a compelling perspective on the role and growth of Bursa Gold Dinar in the Islamic Capital Market.
He holds a Bachelor of Accountancy and an Association of Qualification in Islamic Finance certificate from Islamic Banking and Finance Institute Malaysia.
Based in Hong Kong, Derrick is a Managing Director and is responsible for the coverage of all Asia-Pacific equity strategies.
He works closely with the Asian equity investment management teams and is the primary resource for communicating the key features and attributes of the company’s Asian equity strategies to existing clients, prospects and consultants globally.
Derrick has over 22 years of financial industry experience. He joined the firm from Standard Chartered Bank, where he served as Director, Asia ex-Japan Convertible Bond Sales. Prior to this, he was Vice President and Equity Analyst at Nomura International Hong Kong. Before this he held equity research positions with Merrill Lynch in Hong Kong and Franklin Templeton Investments in the United States.
Derrick holds a Bachelor of Science in Business Administration and Management from University of California, Berkeley in the US.
Paul Ho has over 28 years of investment experience and manages a number of Asian funds at UOBAM. He joined UOBAM in 2008 and currently leads UOBAM’s initiatives to apply Artificial Intelligence (AI) in our various investment solutions.
Prior to joining UOBAM, Paul was with Ramius (Asia) running their Long Short Equity Fund. He was also Senior Director at Asia APS Asset Management, covering the Asian technology, industrial and consumer sectors. He has previously worked for Boston Consulting and the Monetary Authority of Singapore (MAS).
Paul graduated with First Class Honours from Oxford University, United Kingdom.
Josh Tan began his career as a consultant at Grant Thornton Consulting in 2018, where he was involved in business valuation modeling, independent business reviews, corporate restructuring, and insolvency exercises. In 2020, he joined Eastspring Investments, where he managed the establishment of unit trust schemes, conducted competitive industry analysis, and handled regulatory submissions. He transitioned to Nomura Asset Management Malaysia in December 2023. In his current capacity as a product specialist, Josh manages product lifecycles and strategy, and provides analytical support for managed investment schemes. He holds a Bachelor of Science in Finance from Coventry University.
Grace Yong joined Nomura Asset Management in January 2025 as a Business Relationship Manager, where she focuses on building the IUTA business and supporting the firm’s strategic distribution partners.
Prior to this, she spent four years at Opus Asset Management, where she was primarily responsible for advising corporate clients and high-net-worth individuals on Fixed Income investment solutions. Grace brings a strong background in client relationship management and business development within the asset management industry.
Soon Chong currently leads the ETF and ESG investments at EQ8 Capital Sdn Bhd (Eq8). His extensive expertise covers the management of various local and regional funds, including ETFs, ESG portfolios, equity mandates, and balanced funds.
Prior to joining EQ8, he served as Vice President of Investment Research at ValueCAP Group in 2010 and was subsequently appointed as SVP/Portfolio Manager. In these roles, he managed a diverse range of investment portfolios across the Malaysian and ASEAN markets. His career also includes multiple roles in an investment banking and a Big 4 accounting firms.
Soon Chong holds a Bachelor of Accounting and is a Fellow Member of the ACCA and the Malaysian Institute of Accountants (MIA). He also holds a Capital Markets Services Representative’s License from the Securities Commission Malaysia for fund management.
Sim joined Eastspring Investments Berhad in June 2025 and brings with him 28 years of experience in equity and multi-asset management.
Sim was previously the Director of Equity at AIA, where he led equity strategy and portfolio management since 2002. Sim has consistently delivered top-quartile performance across flagship funds such as AIA Par Local Equities and AIA Equity PLUS and played a key role in launching innovative products, including the AIA Strategic Fund and AIA Innovative Savings.
Sim’s expertise spans across local and foreign equities, ESG integration, fund restructuring, and external fund manager selection. He has chaired Tactical Asset Allocation meetings, participated in investment committees, and implemented strong governance frameworks with a notable compliance track record.
Sim is a Chartered Financial Analyst (CFA) and holds numerous certifications, including being a certified Financial Risk Manager (FRM), having a Certificate in ESG Investing from the CFA Institute, and a Bachelor of Commerce majoring in Finance & Economics from Curtin University of Technology in Western Australia.
Teh Chi-cheun joined AmFunds Management Berhad in March 2025 as Head of Investment Specialists & Research. He has 30 years of experience in the financial industry, including 20 years in fund management. He plays a key role in managing outward communications of, among others, the firm’s investment capabilities, investment views and product recommendations. He also oversees the investment research team that delivers investment recommendations within AmFunds.
Prior to joining AmFunds, Chi-cheun was the Chief Executive Officer of a fund management company in Malaysia. He has extensive investment experience in global multi-asset frameworks, specialising in equities and derivatives. He began his career in Malaysia and has also worked in Singapore and Canada before returning home.
He is a Chartered Financial Analyst and holds a BSc (Hons) Accounting & Financial Analysis from the University of Warwick, England.
Pitta Sham bin Ahmad Morshidi is the Chief Investment Officer at Phillip Capital Management Sdn Bhd, a role he assumed in May 2025. He is responsible for managing clients’ equity portfolios and leading the firm’s investment team.
With over 20 years of experience in equity research and portfo- lio management, Pitta has served as an investment analyst at government-linked investment company and assumed an equity portfolio manager role in several bank-backed asset management firms. During his previous 13-year tenure at Public Mutual Berhad, he led several award-winning unit trust funds, earning industry recognition in both domestic and regional fund categories.
Pitta holds a Degree in Finance from Multimedia University and a Graduate Diploma in Applied Finance and Investment from the PNB Institute of Australasia.
Law Mei Chi has 17 years of experience in the capital market, spanning asset management, insurance, brokerage, and market infrastructure. She began her career as a research analyst in the stockbroking industry, covering sectors such as Plantation, Transportation, and Consumer, and in 2013, was recognized with The Edge Best Call Award for one of her stock recommendations. Her work is driven by data-centric insights, innovation, and a strong commitment to enhancing the investor experience across diverse segments, from institutional investors to retail participants.
Currently Vice President, Group Commercial and Market Coverage at Bursa Malaysia Berhad, she leads the Institutional Equity Client Coverage department and has played a key role in shaping high-impact initiatives including Bursa RISE, IR4U, Invest Malaysia KL and Bursa Digital Research. Beyond programme development, she has also driven innovative digital engagement through podcasts, sector videos, and social media outreach—helping strengthen Bursa Malaysia’s connection with both institutional and retail investors.
Sim joined Eastspring Investments Berhad in June 2025 and brings with him 28 years of experience in equity and multi-asset management.
Sim was previously the Director of Equity at AIA, where he led equity strategy and portfolio management since 2002. Sim has consistently delivered top-quartile performance across flagship funds such as AIA Par Local Equities and AIA Equity PLUS and played a key role in launching innovative products, including the AIA Strategic Fund and AIA Innovative Savings.
Sim’s expertise spans across local and foreign equities, ESG integration, fund restructuring, and external fund manager selection. He has chaired Tactical Asset Allocation meetings, participated in investment committees, and implemented strong governance frameworks with a notable compliance track record.
Sim is a Chartered Financial Analyst (CFA) and holds numerous certifications, including being a certified Financial Risk Manager (FRM), having a Certificate in ESG Investing from the CFA Institute, and a Bachelor of Commerce majoring in Finance & Economics from Curtin University of Technology in Western Australia.
Dawne joined Kenanga Investors Berhad in October 2020 as a Portfolio Manager and currently has more than 10 years of experience in financial markets. Her responsibilities include portfolio management and research coverage on selected markets & sectors. Previously, she was with OSK Ventures International Berhad where she was also involved in managing local and regional portfolios.
She began her career with TA Enterprise Berhad where she provided financial services and solutions to corporate clients including initial public offerings (IPOs), fundraising, corporate advisory, mergers and acquisitions. Prior to this, she worked in ANZ Bank, New Zealand and structured financial planning portfolios of high net worth clients for wealth creation.
She graduated with a Bachelor in International Studies from International Pacific College, New Zealand under the Japanese Government Scholarship. She is also a Certified Hedge Fund Professional (CHP) and a Capital Markets Services Representative’s License holder.
Daryl Liew is the Head and Chief Investment Officer of Investment Solutions at Phillip Securities. He oversees portfolio management, investment strategy, and asset allocation for the firm’s discretionary mandates.
Prior to joining Phillip Securities, Daryl was Head of Portfolio Management at SingAlliance, where he led a team of portfolio managers and chaired the firm’s Investment Committee. His previous roles include Chief Investment Officer and Head of Portfolio Management at Reyl Singapore, as well as Chief Investment Strategist and Executive Director at Providend Ltd.
Daryl is a recognised thought leader in Singapore’s investment community and regularly shares insights on global macro trends, equities, and multi‑asset strategies.