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Speakers

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
FIRESIDE CHAT Empowering Tomorrow Financial Advisers in Malaysia
Moderator: Bryan Zeng
Panelists: Mr. Frankson Liao (UOB Kay Hian (M) 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.

Are Private Markets Resilient Enough to Handle the Next Downturn?

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.

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.

2H26 Macro and Market Outlook

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).

Phillip Dividend Enhanced: Compounding Yield Through Volatility

Safeguarding Wealth: The Role of Trusts

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.

When AI, Gold & Global Volatility Collides

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.

Has Malaysia's long-term outlook changed with the Middle East conflict?

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.

Gold Market Outlook 2026: What's Next for Investors

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.