Welcome to FIMMAC 2024, where we gather under the marquee of “Innovate and Invest” to explore the transformative power of innovations and their impact on industrial adaptation post-pandemic and beyond. This year’s theme highlights the essential role of emerging technologies in driving high efficiency, ensuring better transparency, and leveraging greater intelligence in our industry.

Join us as we delve into discussions on how innovations are reshaping our world, enhancing business practices, and strengthening operational capabilities. This convention is a unique opportunity to connect with thought leaders, industry experts, and like-minded professionals dedicated to pushing the boundaries of innovation and investment.

Do not miss out on this chance to be at the forefront of industry transformation. Mark your calendars for 12 September 2024, and join us at FIMMAC 2024 for a day of inspiration, innovation, and investment in the future.

Why Attend?

Listen and engage
with industry experts

Enrich your knowledge
by learning from industry leaders

Receive first-hand
industry outlook

Test your knowledge
on the basics of investing

Learn about
URS/PRS from Distributors

Find out more on how to be a UTS/PRS Consultant

For Consultants to
be effective and relevant through upskilling

For Consultants to
keep abreast with the latest updates

Knowledge sharing sessions with industry experts

Promote awareness
on financial literacy

Networking
and engagement

Programme

Thursday, 12 September 2024

8:00 AM

Arrival & Registration

9:00 AM

Opening Address

By Mohd Ridzal Mohd Sheriff, Chairman, FIMM

9:20 AM

Keynote Address

By Salmah Bee Mohd Mydin, Executive Director, Market Development, Securities Commission Malaysia

9:40 AM

Session 1

UT Industry Market Outlook

Moderator:

Tan Lee Hock, Founding Editor & Publisher, Asia Asset Management

Speakers:

  • Kaleon Leong, Chief Executive Officer, FIMM
  • Mohd Zhafry Zainol, Deputy Director, Economics Department, Bank Negara Malaysia
  • Yu Junqiang, Acting Head of Equity, Hong Leong Asset Management Berhad (HLAM)

 

Content

  • CGT/FSI tax exemption implications on Unit Trust
  • Performance of underlying
    instruments

Learning Outcomes

  • Impact on investors and fund houses

10:40 AM

Coffee Break

11:00 AM

Session 2

Digitalisation in the Asset Management Industry

Moderator:

Kuek Ser Kuang Zhe, Editor of Wealth, The Edge

Speakers:

  • Muzzaffar Othman, Chief Executive Officer & Executive Director, Amanah Saham Nasional Berhad
  • Dennis Tan, Managing Director, iFAST Capital Sdn Bhd

Content

  • Impact of digitalistion in the fund management industry

Learning Outcomes

  • Greater efficiency in acquiring and retaining new business
  • What this means for Consultants and investors

12:05 PM

Session 3

Investment: It’s An Opportunity, Not A Guarantee!

Moderator:

Datin Yon See Ting, Director, FIMM

Speakers:

  • Long Shih Rome, Chief Economist, Public Mutual Berhad
  • Mohd Najman Md Isa, Chief Executive Officer & Chief Investment Officer, RHB Islamic International Asset Management Berhad
  • Mohd Redza Abdul Rahman, Former Head, PNB Research Institute Sdn Bhd

Content

  • Identifying investment opportunities and risks

Learning Outcomes

  • Making good and practical investment decisions

1:05 PM

Lunch and Networking

2:05 PM

Session 4

Clarity Through Noise

Moderator:

Dato’ Shamsuddin Mohd Mahayidin, Director, FIMM

Speakers:

  • Jawahar Ali, General Manager, Consumer & Investor Office, Securities Commission Malaysia
  • Yap Siok Hoon, Chief Executive Officer, Eastspring Investments Berhad
  • Ch’ng Cheng Siew, Chief Investment Officer, Areca Capital Sdn Bhd
  • Nirmala M Supramaniam, Head of Household Financial Education Department, Credit Counselling and Debt Management Agency (AKPK)

Content

  • Understanding market noise and its impact
  • Sources of noise and market behaviour
  • Scam awareness

Learning Outcomes

  • How to navigate through the noise to achieve investment goals

3:10 PM

Session 5

Enhancing Professionalism in Investment Advisory

Moderator:

Jas Bir Kaur, Director, FIMM

Speakers:

  • Linnet Lee, Director, Resolute Planning Sdn Bhd
  • Reuben van Dijk, Director, Melbourne Capital Group Sdn Bhd
  • Alvin Tan, Executive Director & Chief Executive Officer, UOB KayHian Wealth Advisors

Content

  • Building blocks of a strong foundation
  • Reinforcing fundamentals of investment advisory

Learning Outcomes

  • Enhance client relationship skills
  • Fostering investor confidence

4:10 PM

Coffee Break

4:30 PM

Session 6

Retirement Ready? Never Too Early

Moderator:

Professor Joseph Cherian, Deputy Chief Executive Officer and Practice Professor of Finance, Asia School of Business

Speakers:

  • Datuk Wira Ismitz Matthew De Alwis, Executive Director & Chief Executive Officer, Kenanga Investors Berhad
  • Amardeep Kaur, General Manager & Head of Investment Management Development, Securities Commission Malaysia
  • Rajen Devadason, CFP, Licensed Financial Planner
  • Balqais Yusoff, Head of Strategy Management, Employees Provident Fund
  • Peter Yong, Co-founder and Chief Executive Officer, Mr Money TV

Content

  • Importance of retirement planning
  • Retirement planning strategies and avoiding decision mistakes

Learning Outcomes

  • Identifying efforts for a comfortable retirement

5:40 PM

Games

5:50 PM

Closing Remarks

By Kaleon Leong, Chief Executive Officer, FIMM

6:00 PM

End of FIMMAC 2024

FIMMAC 2024 Speakers

Mohd Ridzal Mohd Sheriff

Chairman,
Federation of Investment Managers Malaysia (FIMM)

Salmah Bee Mohd Mydin

Executive Director of Market Development,
Securities Commission Malaysia

Datin Yon See Ting

Director,
Federation of Investment Managers Malaysia (FIMM)

Jas Bir Kaur

Director,
Federation of Investment Managers Malaysia (FIMM)

Dato Shamsuddin Mohd Mahayidin

Director,
Federation of Investment Managers Malaysia (FIMM)

Muzzaffar Othman

Chief Executive Officer &
Executive Director,
Amanah Saham Nasional Berhad (ASNB)

Datuk Wira Ismitz Matthew De Alwis

Executive Director/
Chief Executive Officer,
Kenanga Investors Berhad

Kaleon Leong

Chief Executive Officer,
Federation of Investment Managers Malaysia (FIMM)

Dennis Tan

Managing Director,
iFAST Malaysia Sdn Bhd

Mohd Najman Md Isa

Chief Executive Officer/Chief Investment Officer,
RHB Islamic International Asset Management Bhd

Alvin Tan

Chief Executive Officer,
UOB KayHian Wealth Advisors

Yap Siok Hoon

Chief Executive Officer,
Eastspring Investments Malaysia

Ch’ng Cheng Siew

Chief Investment Officer,
Areca Capital Sdn Bhd

Long Shih Rome

Chief Economist,
Public Mutual Berhad

Reuben van Dijk

Director,
Melbourne Capital Group

Amardeep Kaur

General Manager and Head of Investment Management Development Department,
Securities Commission Malaysia

Jawahar Ali Ameer Ali

General Manager,
Securities Commission Malaysia

Mohd Zhafry Zainol

Deputy Director of the Economics Department,
Bank Negara Malaysia

Balqais Yusoff

Head, Policy and Strategy Department,
Employees Provident Fund

Nirmala Supramaniam

Head Household Financial
Education Department,
AKPK

Yu Junqiang

Acting Head of Equity,
Hong Leong Asset Management Bhd (HLAM)

Mohd Redza Rahman

Former Head,
PNB Research Institute (PNBRI)

Tan Lee Hock

Founding Editor and Publisher,
Asia Asset Management (AAM)

Professor Joseph Cherian

Deputy CEO & Practice Professor,
Finance Asia School of Business

Linnet Lee, CFPCERT TM, IFP®

Chief Executive Officer,
Resolute Planning

Kuek Ser Kwang Zhe

Editor of Wealth,
The Edge

Rajen Devadason

CFP Licensed Financial Planner

Peter Yong (Mr Money TV)

Founder of Finlit Media and Host for Mr Money TV

The Venue

Address:

Grand Summit Ballroom, Level M1,
The Vertical,
59200 Kuala Lumpur,
Federal Territory of Kuala Lumpur

Google Map Link:

https://maps.app.goo.gl/UJYn5sT2LoPCp34d8?g_st=it

Valet Parking Guide:

Visitor Parking Guide:

Venue Guide (from parking):

Google Map Link:

https://maps.app.goo.gl/eTUyq4x8cyGL5mEf8

Venue Guide 2 (drop off):