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Welcome Address by Organising Chairman En. Anuar Bin Shuib
Opening Address by President of AFA Malaysia Mr. Terry Yee Chee Ho
Guest of Honour En. Shahrul Amry Abd Malek, Director, Market Development, Securities Commission Malaysia
SESSION 1
Fintech Meets Behavioural Finance
Speaker: Ms. Vanessa Loh
(President & Co Founder of MYFinT Malaysian Youth FinTech Association
SESSION 2
Beyond Risk Profiling: Creating Hyper-Personalised Portfolios for Every Client
Speaker: Mr. Ject Ng
Co-Founder of Thaleon
SESSION 3A
Bridging Two Worlds: How Muallafs Can Balance Shariah and Non-Muslim Family in Estate Planning
Speaker: Ms. Elaine Aisyah
SESSION 3B
Don’t Just Write a Will Preserving Wealth Over Generations
Speaker: Mr. Chris Foong
Director of Rockwills Advisory Sdn Bhd
SESSION 4A
INVESTMENT IDEAS Beyond Borders: Offshore Wealth Architecture for High-Net-Worth Advisory
Speaker: Mr. Goh Guang Yang
Private Wealth Director of GE Labuan Limited
SESSION 4B
Tokenisation: A New Hope?
Speaker: Mr. Ranjit Gill
Director, Head of Product & Market Developement
Kenanga Investors Berhad
SESSION 5
SALES IDEAS The MDRT Fast Track: Closing High – Ticket Corporate Cases with Keyman & Buy-Sell Solutions
Speaker: Mr. Jason Loo
SESSION 6
How forward-thinking advisors are using proactive tax strategies to preserve client wealth and promote financial growth
Speaker: Mr. Bernard Yap
Senior Tax Partner, Ernst & Young
SESSION 7
Innovation Meets Wealth Management: Structured Products as a Strategic Tool for Modern Financial Advisers
Forum
SESSION 8A
Reintroducing Bitcoin
Speaker: Mr. Kelvyn
(Founder & Managing Director of Sinegy Digital Asset Exchange)
SESSION 8B
The Market is Bubble or Breakout? Where to Grow
Speaker: Mr. Sherman Tam Cheng Wei
Assistant Director & Head of the Investment Counsellor Team at iFAST Capital Sdn. Bhd
SESSION 8C
An Exclusive Adviser's Guide to Unlocking High-Yield Institutional-Grade for the wealthy via Private Credit
Speaker: Mr. Alvin Tan
CEO of AEI Capital Sdn. Bhd
SESSION 9
FIRE CHAT Empowering Tomorrow Financial Advisers in Malaysia
Moderator: Bryan Zeng
Panelists: Mr. Yap Ming Hui (Whitman Independent Advisors Sdn Bhd) Mr. Yuvarajan Periyan (Uno Advisers Sdn Bhd) Ms. Rozzana Rashid (Alpine Advisory Sdn Bhd)
SESSION 10
Wealth Leadership Masterclass: People Buy You Before They Buy Your Advice
Speaker: Dr. Lalua Rahsiad
Chairman of MyCelik Money

Beyond Stocks – Boost Your Trading Edge with Index Futures

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.

Are Private Markets Resilient Enough to Handle the Next Downturn?

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.

Are Private Markets Resilient Enough to Handle the Next Downturn?

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.

Market Outlook 2H’2026 – Sailing Through Turbulence

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.

Why investing in Global Technology still makes sense today

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.