|7.30 am - 9.00 am||REGISTRATION AND WELCOME COFFEE|
|9.00 am – 9:15 am||OPENING ADDRESS BY CHAIRMAN, FIMM|
|9.15 am - 9.45 am||KEYNOTE ADDRESS: “EMBRACING THE FUTURE: FRESH PERSPECTIVE” Proposed: CHAIRMAN, SECURITIES COMMISSION MALAYSIA (SC)|
|9.45 am -10.45 am |
|SESSION 1: ASIAN DISTRIBUTION DYNAMICS: RESPONDING TO AN EVOLVING LANDSCAPE |
This session discusses opportunities in Asia ex-Japan’s mutual funds/unit trust markets in key jurisdictions that include:
a) Sizing up mutual fund/unit trust markets, including past and future growth trends;
b) Providing recent regulatory changes across Asia, and what they mean for fund houses;
c) Examining mutual fund penetration in Asia and assess opportunities for fund houses; and
d) Assessing product and marketing strategies for the year to come.
Proposed speaker: Mr. Ken Yap, Senior Director, Research Analytics Cerulli Associates.
|10.45 am -11.15 am||COFFEE BREAK|
|11.15 am – 12:15 noon |
|SESSION 2: ETHICAL DECISION-MAKING FOR CONSULTANTS |
It is important for Consultants to comply with the FIMM’s Code of Ethic and Rules of Professional Conduct for the purpose of marketing and distribution of unit
trusts and private retirement schemes that aim to provide an environment that protects the interest of the investing public.
In this session, the speaker will provide a quick refresher on rules governing the sales practices in the industry as well as key elements in FIMM’s Code of Ethics
and Rules of Professional Conduct that Consultants should be aware of.
Case studies that drawn upon complaints received and sanctions imposed by FIMM will be used to show Consultants how to apply the FIMM’s Code of Ethics
and Rules of Professional Conduct in the real world in making ethical decisions. Where applicable, key steps that could facilitate ethical decision making in
marketing and distribution of unit trusts as well as PRS will be highlighted too.
Proposed speaker: FIMM CEO/ Representative,FIMM Regulatory Division
|12.15 noon – 1.45 pm||LUNCH|
|1.45 pm – 3.00 pm |
(1 hr 15 mins)
|(Breakout room no.1) |
SESSION 3 (BREAKOUT 1): PRIVATE RETIREMENT SCHEMES FOR SMART
Most Malaysians are not well prepared to retire as 1 in 3 Malaysians does not have
a savings account and 90% of rural households have no savings, while 86% of their
urban counterparts are in the same situation. The problem is compounded with
insufficient mandatory savings in the form of EPF contributions as well as improved
In view of the above and with the rising inflation rate, most Malaysians may not
afford to retire, and will be forced to work through their retirement days.
This session will hence discuss why Malaysians should consider Private
Retirement Scheme (PRS) as an effective tool in building their retirement nest eggs
and help them to better prepare to age gracefully and independent financially.
Pn Munirah Khairuddin, Chief Executive Officer, CIMB-Principal Asset
3 panelists will be invited, in consultation with the Moderator:
a) En. Husaini Hussin - Chief Executive Officer, Private Pension Administrator
b) Representative from AIA Pension and Asset Management Sdn Bhd
c) Representative from Manulife Asset Management Sdn Bhd
|(Breakout room no.2) |
SESSION 3 (BREAKOUT 2): POSITIONING MALAYSIA AS A GLOBAL HUB FOR
ISLAMIC FUNDS AND DEVELOP THE COUNTRY AS AN INTERNATIONAL
PROVIDER OF ISLAMIC WEALTH MANAGEMENT SERVICES
The growth of Muslim communities and affluence around the world has fuelled
greater demand for Shariah-compliant investment products. From 2004 to 2015,
total asset under management of global Islamic funds has grown at a rapid pace,
registering a CAGR of 8.5%. The number of Islamic funds has also grown rapidly at
14% Compounded Annual Growth Rate (CAGR) during the same period.
A recent findings from Edbiz Consulting (2016) estimated that about US$9.5 trillion
of global Muslim wealth is currently intermediated by conventional financial
institutions, with estimated potential annual revenue of about US$180 billion if
these funds are channelled to Islamic funds and wealth managers (leakages).
• Readiness and future prospect/services for global Shariah fund management and
• What is our strategy to meet the demand on Shariah-compliant investment
products and services; and
• Benefits and challenges of positioning Shariah-compliant funds as Sustainable
and Responsible Investment (SRI) funds.
En. Nik Mohd Hasyudeen Yusoff, Chairman of Industry Development Committee, FIMM
4 panelists will be invited, in consultation with the Moderator:
a) En. Zainal Izlan Zainal Abidin, Managing Director, Development and
Islamic Market, Securities Commission
b) Mr. Gerald Michael Ambrose, CEO, Aberdeen Islamic Asset Management Sdn Bhd
c) Mr. Omar Selim, CEO, Arabesque Asset Management Ltd
d) A representative from wealth management unit of regional/global bank
|3.00 pm – 3.30 pm||COFFEE BREAK|
|3.30 pm – 4.45 pm|
|(Breakout room no.1) |
SESSION 4 (BREAKOUT 1): FINDING OPPORTUNITIES AMID UNCERTAINTIES
In an environment where we face persistent threats of global recession, where
even world leaders seem to run out of ideas to relieve economic pressures and
stimulate growth, how do we navigate the current macroeconomic and geopolitical
uncertainties? What are the key trends and triggers that will shape the global
economy of the future? Join our expert speakers who will share their provocative
and enlightening insights in this segment.
Mr. Ismitz Matthew De Alwis, FIMM Board of Director
3 panelists will be invited, in consultation with the Moderator:
a) Dr. Tan Chong Koay, Founder and Executive Officer, Pheim Asset Management
b) Mr. Wellian Wiranto, Economist, OCBC; and
c) Mr. David Fernandez, Managing Director and Head of Fixed Income, Currencies
and Commodities Research, Asia Pacific at Barclays.
|Breakout room no.2) |
SESSION 4 (BREAKOUT 2): DIGITAL INVESTMENT MANAGEMENT: FRIENDS
Digital business models such as robo-advisors, micro-investment avenues and
social investing/trading-mimicking are making significant impact on the fund and
wealth management industry globally. These digital investment services facilities
and connectivity allow issuers, investors and intermediaries to access existing and
new markets in a more efficient and cost-effective manner, thus spurring further
growth of the industry.
According to Investor Junkie, Bloomberg, Digital Investment Management (Robo-Advisors)
managed US$0.3 trillion of funds in 2016. It is projected that the size of such funds
could be increased exponentially to as much as US$2.2 trillion by 2020 globally.
In this session, the panellists will share the followings:
a) Mega trends and major developments in the digital investment management space
in Malaysia and other countries;
b) Impacts of digital investment management to advisors/consultants;
c) How mutual funds, unit trusts and wealth management industry in more advanced
markets are adapting to and take advantage of these trends;
d) What are the key success factors needed to be considered in developing successful
business proposition applications (e.g. self-investments, fully automated, hybrid
robo-advisors that pairs computer automation with human in financial advisors etc.)
that are well received by the markets and investors.
Mr. Andy Lim Say Kiat, CEO/ Managing Director, Phillip Mutual Bhd
3 panellists will be invited, in consultation with the Moderator:
a) Mr. Chin Wei Min, Executive Director Innovation, Digital & Strategy,
Securities Commission Malaysia;
b) Mr. Rennie McArthur Miller, Executive Chairman, Parmenion Capital
c) Representative from Vanguard/Vanguard Personal Advisor Services.
|4.45 pm – 5.30 pm |
|SESSION 5: MOTIVATIONAL TALK: FIND PEOPLE WHO HAVE SUCCEEDED, AND MODEL YOURSELF AFTER THEM - A REAL LIFE EXPERIENCE |
One important difference is to learn to turn our failures into successes. Many people failed at something and decided that this is an end point. People who get what they
want and achieve greatness simply look at a failure as a lesson and try to see what can be learned from it. Some individuals who have had the greatest successes of our
time have also had some of the most epic failures. People like Michael Jordan, Albert Einstein, Steve Jobs, and Walt Disney, are the best role model of the greatest success.
They will inspire you, and show you that we can get what you want, and achieve true success no matter what anyone else thinks or says, and no matter how many times
you stumbled. It is not the stumbling that matters, it is the bouncing back.
In this session, the theme is “Find people who have succeeded, and model yourself after them”.
Datin Seri Tiara Jacquelina Eu Effendi is an accomplished motivational speaker. Datin Seri is a Malaysian actress and film producer. She is famous for her part in Puteri
Gunung Ledang, in which she played the lead role, and sang the theme song, "Asmaradana". Besides appearing on stage and on camera, Datin Seri is the managing director
of Enfiniti Productions, a Malaysian company in the arts & entertainment and television production fields.
|5.30 pm||Closing remarks and end of Convention|