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Talk Hall
8.30 AM - 9.00 AM
9.00 AM - 9.10 AM
Registration
Opening Keynote
Chong Jin Yoong, CFA,
President of CFA Society Malaysia
9.10 AM - 9.30 AM
Summit Keynote
Charting the Next Frontier: Opportunities for the Next Generation of Finance
As the finance world accelerates into an era defined by innovation and disruption, this keynote sets the vision for what’s next. Discover how future-focused professionals can navigate emerging challenges, embrace technology, and lead with agility—unlocking new opportunities to shape a more inclusive, impactful financial landscape.
Harith Bakar,
Deputy Director, Equities, Securities Commission Malaysia
9.30 AM - 10.15 AM
Info Session #1
Credentials that Count: Equipping You for a Future of Possibilities
Explore how globally recognized certifications like the CFA Program and others are shaping agile, future-ready professionals. This session dives into how these credentials remain relevant in a changing industry, unlocking diverse career paths.
Speakers:
Scott Lee, Head, Strategic Partnerships, CFA Institute
Florence Wong, Director of Partnerships and Client Solutions, APAC, CFA Institute
Moderator:
Bobby Lee, CFA, Director, CFA Society Malaysia
10.15 AM - 10.45 AM
CFA Talk #1
Voices of Impact: Personal Journeys, Professional Breakthroughs
Hear from charterholders and candidates as they share their personal stories of transformation, resilience, and career growth—demonstrating how the CFA journey continues to empower individuals to create meaningful impact and seize new opportunities.
Speakers:
Mohammad Bazli bin Che Rozenan, CFA
Dr. Kan Yoke Yue, CFA
Mithali Mittra, CFA
10.45 AM - 11.00 AM
CFA Talk #2
From Insights to Impact: Your Journey as an Analyst and Fund Manager
This session explores the journey from analyzing markets to managing investment portfolios. It highlights how insights are developed, evaluated, and translated into strategies that drive investment decisions, while emphasizing the skills and mindset needed to succeed as an analyst and fund manager in today’s financial landscape.
Speaker:
See Joon Yang, Portfolio Manager, Public Mutual Berhad
11.00 AM - 11.10 AM
11.10 AM - 12.10 PM
Mini Giveaways - Join to win Aurum Theatre Movie Tickets
Panel Discussion #1
Thriving in the AI Era: Building Your Future-Proof CFA Career in Malaysia
As AI continues to reshape the financial industry, how can you stay ahead of the curve? This session dives into the strategies and mindsets needed to thrive in a rapidly evolving landscape—one where technology, data, and innovation are redefining the rules. Explore how to future-proof your career in Malaysia by leveraging your analytical edge, embracing lifelong learning, and positioning yourself at the forefront of change. Whether you're just starting out or looking to evolve, this session will equip you with insights to stay relevant, resilient, and ready for what's next
Panelists:
Michel Mustapha Raggio, CFA, Co-Founder of Newell Road
Peter Kua, Co-Founder of Growth.Pro Data Science
Dr. Justin Ong, CFA, Executive Director, Deloitte Malaysia
M Nazri Muhd, Executive Chairman, Centre for AI Innovation (CEAI), Global
Moderator:
David Meow, CFA, Co-Founder and Director of FIRIX Consulting Plt and Via Commerce Sdn Bhd
12.10 PM - 12.30 PM
CFA Talk #3
Next-Gen CFA: Thriving at the Intersection of AI and Finance
The advent of Artificial Intelligence (AI) is profoundly reshaping financial markets, investment strategies, and corporate governance. For CFA charterholders—professionals steeped in analytical rigor and ethical standards—this disruption represents both existential threats and unprecedented opportunities.
AI-driven automation challenges traditional roles in asset management, equity research, and risk assessment, while democratizing access to sophisticated analytical tools once reserved for large institutions. At the same time, AI offers charterholders enhanced capabilities for predictive analytics, ESG integration, portfolio optimization, and real-time risk management.
This presentation explores how CFA professionals can adapt to an AI-augmented financial landscape, leverage their domain expertise to guide responsible AI adoption, and secure their relevance as trusted stewards of capital in a digitally transformed economy.
The discussion emphasizes strategic agility, ethical considerations, and new skill sets needed for future leadership in finance.
Speaker:
M Nazri Muhd, Executive Chairman, Centre for AI Innovation (CEAI), Global
12.30 PM - 1.15 PM
Info Session #2
Decode & Power Up Your Future Career
Stay ahead in the fast-changing world of finance. Join experts from CFA Institute and Hays Malaysia as they explore the key trends shaping the finance industry—from evolving roles and in-demand skills to the impact of technology and shifting employer expectations. Gain practical insights to help you navigate the job market, position yourself competitively, and make confident decisions about your next career move.
Speakers:
Scott Lee, CFA Institute
Ashley Tan, Hays Malaysia
1.15 PM - 1.30 PM
1.30 PM - 1.45 PM
Mini Giveaways - Join to win Aurum Theatre Movie Tickets
CFA Talk #4
Sunway TES Info Session
Join this session and learn how Sunway TES can guide you on your CFA Program journey!
As an official CFA Program prep provider, the speaker will walk you through proven study strategies, resources, and insider tips to help you prepare effectively and confidently. Whether you’re just starting or moving on to the next level, their guidance can make all the difference in your CFA success.
Speaker:
Teng Yue Xiang, CFA, Sunway TES
1.45 PM - 2.30 PM
Panel Discussion #2
Beyond the Paycheck: Gen Z Priorities in the Modern Workplace
Today’s young professionals aren’t just chasing titles and salaries—they’re seeking purpose, balance, and environments that reflect their values. This candid discussion brings together voices from finance, HR, and the new generation of professionals to explore what really matters to Gen Z at work. From expectations around flexibility and mental well-being to attitudes on career progression, leadership, and financial independence, we’ll uncover what employers need to understand—and what young professionals can do to thrive in a fast-changing landscape.
Panelists:
Prestine Davekhaw, Founder, MalaysianPAYGAP
Daniel Lim, Human Resources, CoinGecko
Jasvin Cheema, People Partner, MoneyLion
Moderator:
Gan Jia Chin, Growth & Partnerships, MalaysianPAYGAP
2.30 PM - 3.15 PM
Panel Discussion #3
The Other AI: Unlocking Opportunities in Alternative Investments
As traditional portfolios grapple with rising volatility and tightening correlations, Alternative Investments (AI)—ranging from private equity to infrastructure, digital assets, equity crowdfunding (ECF), and peer-to-peer (P2P) lending—are gaining traction as vital components for diversification and alpha generation. This session explores how CFA charterholders and candidates can seize emerging opportunities in this dynamic and diverse space. Join us as we explore the growing demand for alternative investment expertise in Malaysia and the region, learn what skillsets are in demand, and how to critically evaluate risk, liquidity, and value in an increasingly complex investment landscape.
Panelists:
Lee Teng Hau, Investment Director, Kairous Capital
Lai Kai Bin, Head of Equity Crowdfunding (ECF), pitchIN
Moderator:
Lok Rikhai, CFA, Senior Vice President of Investment at TAEL Partners
3.15 PM - 3.45 PM
Mini Giveaway - Join to win Aurum Theatre Movie Tickets
GRAND Giveaway - Join to win CFA Program Scholarships and Kaplan Schweser CFA Program Level I Essential Study Package
Code Hunt Finale & Prize Giving Ceremony - Pathfinder Booths Quest and Top Booth
3.45 PM - 4.00 PM
Closing Speech & End
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