The FIMM Annual Convention (FIMMAC) returns in 2025 with a forward-looking theme — Navigating the Future — where the spotlight shines on the Unit Trust (UT) industry’s journey through change, innovation, and growth. As market dynamics continue to evolve, this year’s convention brings together key voices to address pressing developments, strategic insights, and emerging trends that are reshaping the way we engage with investors and deliver value.
From understanding shifting market outlooks to exploring new regulations, technologies, and investor expectations, FIMMAC 2025 equips Consultants with the knowledge and perspective needed to stay ahead. The programme connects the dots between challenges and opportunities, offering a practical lens on issues such as fees and compliance, the safe sale of products, the power of social media, and the growing role of artificial intelligence in fund management.
It also casts a vital eye on the future of investor needs — particularly in preparing for retirement and managing longevity risks. Whether you’re just starting out or looking to refine your advisory approach, FIMMAC 2025 offers relevant, timely perspectives to help you guide your clients with confidence.
Don’t miss this opportunity to reconnect, reframe, and ready yourself for what’s next in the world of Unit Trusts.
Why Attend ?

Listen and engage with industry experts

Enrich your knowledge by learning from industry leaders

Receive first-hand industry outlook
Refresh your knowledge on the basics of investing

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

Learn about UTS/PRS from Distributors

Knowledge sharing sessions with industry experts

Promote awareness on financial literacy

Networking and engagement
Programme
Thursday, 9 October 2025
8:00AM
Arrival & Registration
9:00AM
Opening Address
By Mohd Ridzal Mohd Sheriff, Chairman, FIMM
9:15AM
Keynote Address
9:30AM
Launch of the Guide for Assessing Investors' Sustainability Preferences for Sustainable and Responsible Investment (SRI) Funds
9:40AM
Session 1
Market Outlook: Insights from Fund Managers and Analysts
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Tan Lee Hock, Founding Editor & Publisher, Asia Asset Management
Panellists
Dr Tan Chong Koay, Founder, PHEIM Asset Management Sdn Bhd
Mohd Redza Abdul Rahman, Director of Research, BIMB Securities Sdn Bhd
Datuk Zainal Izlan Zainal Abidin, Member of the Investment Panel, Lembaga Tabung Haji
10:40AM
Coffee Break
11:00AM
Session 2
Transforming Challenges into Opportunities in UT Industry
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Jas Bir Kaur, Director, FIMM
Panellists
Datuk Wira Ismitz Matthew De Alwis, Executive Director & CEO, Kenanga Investors Berhad
Ng Chze How, CEO/Managing Director, RHB Asset Management Sdn Bhd
Yap Siok Hoon, CEO, Eastspring Investments Malaysia
12:05PM
Session 3
AI-volution in Fund Management
| Contents | Learning Outcome |
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Mohd Ridzal Mohd Sheriff, Chairman, FIMM
Panellists
Muzzaffar Othman, Group Chief Operations Officer, Permodalan Nasional Berhad (PNB)
Datin Sri Azleen Osman Rani, Director, Institute for Capital Market Research Malaysia (ICMR)
Xav Feng, Director, LSEG Lipper Asia Pacific Research
1:05PM
Lunch & Networking
2:00PM
Launch of the FIMM Consultant Benefit Programme
2:10PM
Session 4
Unit Trust: Safe & Sound!
| Contents | Learning Outcome |
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Dato’ Shamsuddin Mohd Mahayidin, Director, FIMM
Panellists
Jawahar Ali Ameer Ali, General Manager, Consumer & Investor Office, Securities Commission Malaysia
Dr Rosliza Mat Yatim, General Manager, Regulatory Services Division, FIMM
Wong Su Kuin, Chief Operating Officer, Financial Markets Ombudsman Service (FMOS)
3:15PM
Session 5
Brave New World: Social Media & Finfluencers
| Contents | Learning Outcome |
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Kaleon Leong, CEO, FIMM
Panellists
Mohamad Nor Azizi Mohd Nasir, Assistant General Manager, Law Reform, Securities Commission Malaysia
Datin Chan Ai Mei, Chief Distribution Officer, Financial Intermediary, Digital & PRS, AHAM Asset Management Berhad
Fong Wei Ziet, Financial Educator
4:15PM
Coffee Break
4:35PM
Session 6
Shifting Gears: From Accumulation to Decumulation
| Contents | Learning Outcome |
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Rejina Rahim, Co-founder & CEO, Wahine Capital Sdn Bhd
Panellists
Karen Tan Yee Mun, Senior Manager, Institutional Sales & Financial Planning, Public Mutual Berhad
Balqais Yusoff, Head of Policy & Strategy Department, Employees Provident Fund (EPF)
Fadzihan Abbas Mohamed Ramlee, CEO, Amanah Saham Nasional Berhad (ASNB)
5:40PM
Closing Remarks
5:45PM
Games
6:00PM
End of FIMMAC 2025
FIMMAC 2025 SPEAKERS
Click on their pictures below to find out more about them
Sharifatul Hanizah Said Ali
Executive Director
Islamic Capital MarketSecurities Commission Malaysia
Mohd Ridzal Mohd Sheriff
Chairman
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
Dr Tan Chong Koay
PHEIM Asset Management Sdn Bhd, Malaysia
Datuk Wira Ismitz Matthew De Alwis
Yap Siok Hoon
Fadzihan Abbas Mohamed Ramlee
Kaleon Leong
Chief Executive Officer
Federation of Investment Managers Malaysia (FIMM)
Ng Chze How
Chief Executive Officer / Managing Director
RHB Asset Management Sdn Bhd
Wong Su Kuin
Chief Operating Officer
Financial Markets Ombudsman Service (FMOS)
Datin Chan Ai Mei
Chief Distribution Officer
Financial Intermediary,
Digital & PRS
AHAM Asset Management Berhad
Datuk Zainal Izlan Zainal Abidin
Member of the Investment Panel
Lembaga Tabung Haji
Jawahar Ali Ameer Ali
General Manager
Consumer & Investor Office
Securities Commission Malaysia
Dr Rosliza Mat Yatim
General Manager of Regulatory Services Division
Federation of Investment Managers Malaysia (FIMM)
Mohd Redza Abdul Rahman
Director of Research
BIMB Securities Sdn Bhd
Datin Sri Azleen Osman Rani
Director
Institute for Capital Market Research Malaysia (ICMR)
Mohamad Nor Azizi Mohd Nasir
Assistant General Manager
Law Reform Department
Securities Commission Malaysia
Balqais Yusoff
Karen Tan Yee Mun
Senior Manager
Institutional Sales & Financial Planning
Public Mutual Berhad
Tan Lee Hock
Founding Editor and Publisher
Asia Asset Management (AAM)
Rejina Rahim
Co-Founder & Chief Executive Officer
Wahine Capital
Xav Feng
Director
LSEG Lipper Asia Pacific Research
Fong Wei Ziet
Financial Educator
Book Your Seats!
Don’t miss your chance to secure your seat at FIMMAC 2025—where together, we’ll be Navigating the Future.
Explore our ticket options!
Limited seats available!
*Eight (8) FIMM CPD points will be awarded to UTS/PRS Consultants for attending FIMMAC 2025
Don’t Miss Our Physical Group Registration Deal!
Register five (5) participants and get the 6th at half price (physical registrations only).
Physical Event
Join us in-person for an immersive experience!
Full-day access to all event sessions + 3 months access to the virtual platform
Exclusive opportunity to engage with industry leaders
Networking opportunities with peers
Complimentary lunch and refreshments included
Earn 8 FIMM CPD Points
HRDC Claimable
Stand a chance to win amazing prizes!
RM350
Virtual Event
Can’t make it in-person?
No worries!
Get full-day + 3 months access to the virtual platform
Choose sessions that fit your agenda
Explore virtual booths and interact with exhibitors virtually
Participate in discussions and polls
Earn 8 FIMM CPD Points
HRDC Claimable
Stand a chance to win amazing prizes!
RM55
The Venue
Address:
Grand Summit Ballroom, Level M1,
The Vertical,
59200 Kuala Lumpur,
Federal Territory of Kuala Lumpur

Dato' Shamsuddin Mohd Mahayidin
Director
Federation of Investment Managers Malaysia (FIMM)
Dato’ Shamsuddin Mohd Mahayidin was appointed as the Public Interest Director of Federation of Investment Managers Malaysia (FIMM) in September 2023.
Previously, he served at Bank Negara Malaysia for 38 years before retiring in March 2023. During this time, he was involved in various roles including those relating to the development of the financial market, international financial cooperation, policy formulation and investment operations. He has extensive experience in strategic management of support service operations, organisational governance, risk management relating to operational support services, procurement and sourcing strategy, process improvement, organisational transformation and change management.
Dato’ Shamsuddin was also previously an Adjunct Professor at University Malaysia Kelantan and served on the Advisory Panel for its Master’s Degree Programme in Islamic Finance at the Faculty of Entrepreneurship and Business.
He is currently an Independent Non-Executive Director and member of Risk Committee at OCBC (Malaysia) Berhad and Independent Director, member of Audit and Risk Committee, Nomination and Remuneration Committee, Investment Committee and Chairman of Tender Committee at Perbadanan Nasional Berhad (PERNAS). He holds Adjunct Professorships at Taylor’s University, DRB-Hicom University of Automotive Malaysia and University Putra Malaysia.
Dato’ Shamsuddin holds a Bachelor’s degree in Business Administration (Management System) from Lakehead University, Canada and a Master’s degree in Business Administration from Manchester Business School, United Kingdom.

Mohd Ridzal Mohd Sheriff
Chairman
Federation of Investment Managers Malaysia (FIMM)
Mohd Ridzal Mohd Sheriff (“Mohd Ridzal”) is currently the Chairman for Federation of Investment Managers Malaysia (FIMM) since 12 June 2019. He has been a public interest director of FIMM since 27 November 2017. On 13 August 2021, Mohd Ridzal has been appointed the Director General of Yayasan Pembangunan Ekonomi Islam Malaysia (YaPEIM). He is also the Chief Executive Officer (CEO) at InfinitoDAX (L) Pte. Ltd. His other previous roles include being the CEO of Infinity Blockchain Ventures, the Deputy Secretary General of the Malaysian Ministry of International Trade & Industry, as well as various roles in Deutsche Bank Malaysia Bhd and Bursa Malaysia. Aside from a distinguished professional career, Mohd Ridzal is also the Chairman of the Advisory Board of Charity Right Malaysia. Mohd Ridzal holds a Bachelor of Laws (Hons) degree from University of London and was a licensed stockbroker and financial derivatives trader.

Datin Yon See Ting
Director, Federation of Investment Managers Malaysia (FIMM)
See Ting is a partner of Christopher & Lee Ong, a member of Rajah & Tann Asia. She has more than 30 years of experience as a corporate and competition lawyer in Malaysia, in advisory as well as in transactional work. Her practice areas include Mergers & Acquisitions, Corporate Commercial and Competition Law where she is focused on M&As, joint ventures, Takeovers and competition law. Her competition law experience extends from acting in dawn raids and investigations (including for cartels and abuse of dominance matters) to obtaining merger approvals.
See Ting is ranked among others in Chambers and The Legal 500 Asia Pacific in both Corporate/M&A and Competition, in IFLR in the area of Capital Markets (Equity) and in Asialaw and Who’s Who Legal for the area of Competition law.
She is a non-practising Barrister from Lincoln’s Inn, United Kingdom and an Advocate & Solicitor of the High Court of Malaya. She also holds a Masters of Art in EU Competition Law from King’s College London.

Jas Bir Kaur
Director
Federation of Investment Managers Malaysia (FIMM)
Having spent her entire career within the financial services/capital markets industry, Jas Bir Kaur (“Jas Bir”) brings with her a wealth of knowledge and understanding about the regulatory framework of Malaysia’s capital markets. She has been involved in many areas of industry oversight, including supervision, product development, and the formulation of policies for the industry, particularly in relation to investment management and stockbroking.
Jas Bir started her career in 1980 with Bank Negara Malaysia (BNM), following the completion of her undergraduate studies as a BNM scholar. After six (6) years, she was then seconded to the Ministry of Finance (MOF) for seven (7) years where she was part of the Capital Issues Committee, the body then responsible for the consideration and approval of all funds raising of securities by public companies. Whilst working for MOF, Jas Bir was also involved with the initiative to establish the Securities Commission (SC), the organisation which is now the regulator of Malaysia’s capital markets.
When the SC was established in 1993, Jas Bir continued her career there, rising to the position of Deputy Director. Her responsibilities while working for the SC included overseeing the growth and development of Malaysia’s managed fund industry, including developing and updating industry policies and guidelines. Jas Bir left the SC in 2018 after 25 years of service.
In addition to her experiences with BNM, MOF, and SC, Jas Bir had also worked for Prudential Fund Management (now known as Eastspring Investments Berhad; on secondment from the SC) and for Value Partners Group Limited in Hong Kong. Both experiences broadened her industry expertise to also encompass the asset management point of view.
Jas Bir holds a Masters in Finance from Strathclyde University in Glasgow, Scotland as well as a Masters in Managerial Psychology from HELP University College, Kuala Lumpur. She is also a member of Securities Industry Dispute Resolution Center (SIDREC) Panel of Mediators.

Salmah Bee Mohd Mydin
Executive Director of Market Development,
Securities Commission Malaysia
Salmah Bee Mohd Mydin is the Executive Director of Market Development at the Securities Commission Malaysia (SC) responsible for policy formulation in the areas of sustainability, corporate governance, investment product development along with the securities and derivatives development.
An important focus of the SC’s agenda is the development of a capital market that is inclusive and sustainable and Salmah leads a team that is responsible for formulating initiatives to enhance market efficiency, vibrancy and competitiveness. Salmah’s previous experiences within regulatory function include investigation, supervision and authorisation.

Kaleon Leong
Chief Executive Officer
Federation of Investment Managers Malaysia (FIMM)
Mr. Kaleon Leong bin Rahan is the Chief Executive Officer of the Federation of Investment Managers Malaysia (FIMM) effective 1 October 2018. He comes with over 20 years of experience in various senior management roles in the Malaysian investment management industry, specializing in the fields of unit trust and asset management, regulations and auditing. Prior to his appointment at FIMM, Mr. Kaleon was the Chief Executive Officer and Director of HSBC (Malaysia) Trustee Berhad. He had also served at the Securities Commission Malaysia, AmInvestment Services Bhd, and PricewaterhouseCoopers. In addition to the above, Mr. Kaleon has participated as a speaker and resource person on Fund Management in events organized by the Asian Development Bank, Securities Industry Development Corporation, etc. He is also a Board Member of the International Investment Funds Association (IIFA). Mr. Kaleon is a Chartered Accountant (Malaysian Institute of Accountants) and holds a Bachelor of Accounting degree from the International Islamic University Malaysia, as well as a Masters Degree in Information Technology Management from University Tun Abdul Razak.

Balqais Yusoff
Balqais Yusoff is currently heading the Policy and Strategy Department of the Employees Provident Fund (EPF). She is passionate in driving positive changes to social protection landscape in Malaysia. Prior to joining EPF, she led the Corporate Planning outfit of a public listed supply chain organization. She holds a Masters of Business Administration degree from Durham University, United Kingdom and a Bachelor’s of Arts degree in International Relations and Economics from University of Wisconsin, United States of America. Balqais has more than 20 years of experience spanning various industries such as banking, supply chain, public services and consultancy.

Ng Chze How
RHB Asset Management Sdn Bhd
Mr. Ng Chze How (“Mr. Ng”) was appointed as the Chief Executive Officer/Managing Director, RHB Asset Management Sdn Bhd on 11 September 2024. In his role, Mr. Ng will primarily be responsible to lead, strategize and maximize returns of the Group’s Asset Management & Trustee business. He is passionate about public education in financial literacy, sharing knowledge in financial management and investment. Mr. Ng has with him 25 years of experience within the financial services industry. He has 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.

Muzzaffar Othman
Encik Muzzaffar Othman has been appointed as the Group Chief Operations Officer of PNB, effective 1 December 2024. He holds a Bachelor of Science degree in Chemistry and brings extensive experience from various industries, including manufacturing, consulting, aviation, insurance, and finance. Prior to this appointment, he served as the Chief Executive Officer and Executive Director of ASNB, as well as the Chief Technology Officer at PNB. Since 2017, he has been a key member of PNB’s Leadership Team. In addition to his corporate roles, he holds board positions at Goodyear Malaysia Berhad, GKN Driveline Malaysia Sdn Bhd, and E-LOCK Corporation Sdn Bhd.

Fadzihan Abbas Mohamed Ramlee
Abbas is currently the CEO & Executive Director (ED) of ASNB, a wholly owned unit trust management company under Permodalan Nasional Berhad (PNB). ASNB is the largest UTMC in Malaysia, with an AUM of RM290 billion invested by more than 13 million unitholders. He assumed the position in December 2024, following a six-year stint as PNB’s Chief Strategy Officer, responsible for developing PNB’s long-term strategic plan and strategic asset allocation. He has served PNB for more than 18 years and held multiple portfolios such as Real Estate Investment, Economy Division, and Strategic Investment. Abbas holds a Bachelor’s degree in Electrical & Electronics Engineering from the University of Nottingham and a Capital Markets Services Representative’s Licence (CMSRL) from the Securities Commission Malaysia. He is also serving as a Non-Independent Non-Executive Director for Velesto Energy Berhad.

Datuk Wira Ismitz Matthew De Alwis
Datuk Wira Ismitz Matthew De Alwis is the Executive Director and Chief Executive Officer of Kenanga Investors Berhad. He also serves on the Board of Directors of Kenanga Islamic Investors Berhad, Eq8 Capital Sdn Bhd, Kenanga Trustees Berhad, Kenanga Digital Sdn Bhd and Helicap Pte Ltd. With more than thirty years’ worth of experience, he has a Capital Markets Services Representative’s Licence from the Securities Commission Malaysia for fund management, investment advice and financial planning. He is a Certified Financial Planner and Islamic Financial Planner. Datuk Wira De Alwis is the Chairperson of the Malaysian Association of Asset Managers, and is currently on the board of the Federation of Investment Managers Malaysia. He is also the Vice Chairman of the Institutional Investors Council Malaysia and a member of Bursa Malaysia’s Securities Market Consultative Panel. He is also a member of the Joint Committee on Climate Change (JC3) and participates as a member of the Sustainable Investment Platform Steering Committee – Malaysia Sustainable Investment Initiative.

Linnet Lee
Prior to Resolute Planning Sdn Bhd, she was the Chief Executive Officer of Financial Planning Association of Malaysia (FPAM). She also develops and runs financial literacy programmes for employees and the public. Among her contributions to the industry include www.SmartFinance.my, a CMDF funded public financial education website with independent financial lessons and access to real Licensed Financial Planners in 2018. She also led the harmonisation of financial planning professional standards for Licensed Financial Planners which were adopted by the industry and accepted by the SC in 2021. Currently, she is working on the CMDF financial planning firms operating standards which are being finalised for industry adoption. All these initiatives are led by FPAM in collaboration with AFA, MFPC and MFPAA for the financial planning industry under the Securities Commission Joint Action Plan. She sits on the Board of Studies & Exams of Social Wellbeing Research Centre, University Malaya and believes that financial planning and financial literacy are synergistically related towards strengthening the industry and people’s financial life as part of nation building.

Rejina Rahim
Co-Founder & Chief Executive Officer
Wahine Capital
Rejina started off her career in stock broking before joining the fund management industry in 1998. She has under her belt over 27 years in the Malaysian capital markets, spent mostly in the investment management industry. Up till end 2021, Rejina was the Founding MD for the Malaysian office of Nomura Asset Management which she grew from scratch to an award-winning firm with over USD7 billion in assets under management. She remains actively involved with the industry through her role as Advisor and Board member as well as various industry committees including Islamic finance and women leadership. She was one of the inaugural 2021 Listee of the Kindness & Leadership 50 Leading Lights Asia Pacific and was also named by Asia Asset Management magazine as 25 industry leaders of the Asian asset management industry. She started Wahine (pronounced Wa-hee-nay) Capital as a means of securing the financial future of women and they have released their first product, W Vault in late May 2023 and is busy growing their educational programs to push financial empowerment.

Tan Lee Hock
Founding Editor and Publisher
Asia Asset Management (AAM)
Tan Lee Hock is the Founding Editor and Publisher of Asia Asset Management (AAM), a monthly journal on investments and pensions which was launched in Hong Kong in 1995. He has more than four decades of experience covering the Asian financial markets, and a passion for promoting investor education via AAM’s Annual Roundtables. He hosts the ‘Best of the Best’ Awards annually, recognising investment excellence and leadership across the Asia-Pacific region.

Karen Tan Yee Mun
Senior Manager Institutional Sales & Financial Planning Department Public Mutual Berhad
Karen holds a Bachelor of Commerce, majoring in Finance and is a licensed Certified Financial Planner (CFP). Karen has over two decades of experience in the financial services industry, having been involved in the banking and unit trust sectors. Karen joined Public Mutual in 2010 and currently serves as the Head of Institutional Sales and Financial Planning, where she leads a team responsible for providing sales and marketing support, as well as delivering financial planning related trainings to the distribution channels. Karen’s role at Public Mutual also allowed her the opportunity to be deeply involved in the Private Retirement Scheme (PRS). In 2012, she underwent the Securities Commission’s inaugural Train-the Trainer program, marking the beginning of her active involvement in PRS. She was invited to speak at FIMM’s PRS Familiarization Program in 2018. She has delivered numerous education and awareness talks on retirement planning and PRS, catering to both corporate employees and the general public.

Nadia Azmi
Event Emcee, Moderator & Trainer
Nadia Azmi graduated in law but realised her deep-rooted passion in media and communications, which she has pursued for more than 10 years. Currently, aside to her work in public relations, she specialises in media relations and is part of the local broadcasting fraternity. She is a bilingual news anchor, presenting the news for TV3’s primetime slot, Buletin Utama and midnight bulletin, Nightline. Nadia is also a resident host for weekly talkshows on TV3 namely Helo Doktor and Women Talk. Beyond broadcasting, she has appeared as a daily guest radio host on Kool 101 for a slot called English On Point, giving listeners tips and tricks on the English language. She is a professional event emcee, host and moderator, public speaking trainer, as well as content creator where she dedicates a lot of her time simplifying English education on social media.

Datin Sri Azleen Osman Rani
Director
Institute for Capital Market Research Malaysia (ICMR)
Datin Sri Azleen Osman Rani is the Director of the Institute for Capital Market Research Malaysia (ICMR), an independent think tank set up by Securities Commission Malaysia (SC). She played a founding role in establishing ICMR in 2017 to conduct research on structural trends shaping capital markets and economic development.
Experienced in government-linked investment firms and private financial institutions, she brings deep insight into public and private markets. Her research includes sustainable finance, financial inclusion, alternative financing, talent development, and behavioral finance.
She launched ICMR’s Research Collaboration Network, championing collaboration across policy, academia, and industry, and serves on Sunway University Business School’s Industry Advisory Board. She holds degrees from the University of Bristol (Bsc) and the London School of Economics (Msc).

Xav Feng
Director
LSEG Lipper Asia Pacific Research
Xav Feng is the Director and Head of Asia Pacific Research at LSEG Lipper, London Stock Exchange Group (LSEG), where he leads investment fund research and strategic consulting across the Asia region. With substantial expertise spanning major financial markets, Xav is adept at overseeing national pension scheme research and monitoring initiatives, including Singapore’s Central Provident Fund (CPF), Employees’ Provident Fund (EPF), Hong Kong’s Mandatory Provident Fund Schemes (MPF), and Taiwan’s labor pension systems.
Xav has also played a pioneering role in developing Greater China’s fund industry intelligence. He has initiated and led research on China’s QFII & QDII structures, regional risk classification methodology, and alternative investment platforms. As the official media spokesperson for LSEG Lipper in Asia, he is frequently engaged by leading regional and international media for expert commentary on investment management and fund industry trends. Xav’s multidisciplinary academic and professional credentials include a law degree from National Taipei University and an MBA in Risk Management and Insurance from National Chengchi University.

Datin Chan Ai Mei
Chief Distribution Officer
Financial Intermediary, Digital & PRS
AHAM Asset Management Berhad
Chan Ai Mei is the Chief Officer, Intermediary Distribution and PRS of AHAM Asset Management Berhad (“AHAM Capital”). In her capacity as Chief Officer, she is responsible for the overall management and development of intermediary distribution, PRS as well as to oversee the distribution of funds through the Financial Institutional channel. She joined the company as the Head of Financial Institutional business in 2010 and assumed the role of Chief Marketing Officer in 2014. She was re-designated to her current role in 2017. During her stint as the Head of Financial Institutional Distribution, she was responsible for overseeing and driving the growth of third-party distribution channels for AHAM Capital and developing a team that services the financial institutions and business partnership teams that distribute our products. Prior to her role at AHAM Capital, she was with Standard Chartered Bank for five (5) years where she was involved in the Wealth Management business driving sales of investment products as well as leading a team of Investment Consultants. She also spent close to seven (7) years in Citibank as a Personal Banker and subsequently managed a team. She graduated with a degree in Bachelor of Commerce (majoring in Marketing) from the University of Auckland, New Zealand and is also a Certified Financial Planner.

Yap Siok Hoon
Chief Executive Officer
Eastspring Investments Malaysia
Yap Siok Hoon is the Chief Executive Officer for Eastspring Investments Malaysia. Siok Hoon was appointed as Executive Director of Eastspring Investments Berhad on 21 December 2023. She joined Eastspring Investments Berhad (“Eastspring”) in November 2013 as Chief Sales & Marketing, responsible for the development and execution of Eastspring’s distribution, product and marketing strategies. Siok Hoon brings with her 26 years of financial industry experience, including 11 years at Eastspring covering retail and institutional business development, sales and marketing, distribution channel development, training and product development.
Prior to joining Eastspring, Siok Hoon was head of the retail client solutions & services group of a well established fund management company in Malaysia, overseeing the management company’s retail unit trust business. She started her career with Hong Leong Asset Management (HLAM) in April 1997 and has held many senior management positions, ultimately rising to a position of general manager, client solutions group in 2011.
Siok Hoon holds a Bachelor (First Class Honours) in Business Administration degree from Universiti Utara Malaysia.

Jawahar Ali Ameer Ali
General Manager
Consumer & Investor Office
Securities Commission Malaysia
Currently attached with the Consumer & Investor Office, Securities Commission Malaysia (“SC”) as the Head of Department. He has been in the SC in various capacities for the past 24 years. Prior to that, he was an Advocate & Solicitor of the High Court of Malaya for 3 years. Jawahar holds a Bachelor of Laws LL.B. (Hons) from the International Islamic University.

Mohamad Nor Azizi Mohd Nasir
Assistant General Manager, Law Reform Department
Securities Commission Malaysia
Mr. Mohamad Nor Azizi Mohd Nasir is an Assistant General Manager in the Law Reform Department of the SC who has 17 years’ experience as a regulator focusing on policy formulation, legal drafting and legal advisory. He is involved in various initiatives introduced by the SC and is part of the team working on reviewing and redrafting securities laws of Malaysia. He was involved in formulating and introduction of new or revised regulatory framework under securities laws including relating to digital assets, ECF and P2P platform, conducts guidelines, advertising guidelines and licensing framework.

Mohd Redza Abdul Rahman
Director of Research
BIMB Securities Sdn Bhd
Mohd Redza is the Director of Research at BIMB where he leads the firm’s sell side equities research team with a strong emphasis on Shariah-compliant and ESG investments strategies and market insights. With over 20 years of experience in equity research and capital markets, he started his career as a test engineer in a semiconductor company before switching into the financial services industry. He has served in sell-side and buy-side equities research roles at Permodalan Nasional Berhad (PNB). MIDF Investment Bank, Khazanah Nasional and ValueCAP, and in a regulatory role at Bursa Malaysia. He graduated with a Bachelor of Science in Electrical Engineering from Columbia University in the City of New York and an MBA from Universiti Malaya.

Wong Su Kuin
Chief Operating Officer
Financial Markets Ombudsman Service (FMOS)
Wong Su Kuin commenced her career as a private law practitioner for 10 years prior to joining the financial services industry. During her tenure with the financial services industry, she managed the corporate trust and agency business, primarily supporting corporate bonds, project financing, syndicated financing, escrow arrangement and initial public offerings. Thereafter, she joined the financial crime compliance function supporting the corporate institutional, markets and securities services businesses. She has spent more than 10 years working in Singapore prior to relocating back to Malaysia in 2022 to join Securities Industry Dispute Resolution Center (SIDREC) as the Head of Operations from September 2022 to June 2023. She rejoined SIDREC in May 2024 as the Interim Chief Executive Officer. Su Kuin holds a Bachelor of Laws degree from University of London and was admitted as an Advocate and Solicitor of the High Court of Malaya in 1996.

Dr Tan Chong Koay
Founder
PHEIM Asset Management Sdn Bhd, Malaysia
Dr Tan Chong Koay (Dr Tan) is the Founder of PHEIM Asset Management Sdn Bhd, Malaysia and PHEIM Asset Management (Asia) Pte Ltd, Singapore since January, 1994 and January, 1995 respectively; it was after helping others to build their businesses for 18 years. Dr Tan is now in the fund management industry in Asia for the 50th year. Dr Tan’s original, unique and redefined Investment Philosophy of “Never Fully Invest at All Times” had helped PHEIM Asset Management to build an excellent long term track record and won many prestigious awards and accolades. Among others, the followings are a few: Top Fund Manager in Malaysia among pension funds in 1987, Second Board King in Malaysia in 1996, Southeast Asia’s Small-Cap King in 2006, World Best Asean Equity Fund in 2015 (Pheim ASEAN Fund was rated No.1 for 1- to 20-year periods among all Equity ASEAN of Lipper Global Classification under International Offshore Universe in terms of total returns in US Dollars), Warren Buffet of Asia in 2017, Best Chief Investment Officer in Asia ( 30 years) in 2025, Best Islamic Fund/Product for 8 consecutive years in 2025. PHEIM Asset Management specialises investing in Asean and Asia ex Japan regions. PHEIM also has expertise investing in Islamic funds. Dr Tan is the author of two best-seller books – Rising Above Financial Storms and Never Fully Invest at All Times, published in 2015 and 2024 respectively. In recent months, the PHEIM ASEAN Fund was ranked No. 1 for the 1-, 2-, and 3-month periods for 3 consecutive months, ending January, February, and March 2025, respectively.

Datuk Zainal Izlan Zainal Abidin
Member of the Investment Panel
Lembaga Tabung Haji
Zainal Izlan Zainal Abidin is Independent Non-Executive Director of Maybank Islamic Berhad; Member of the Investment Panel for Tabung Haji (Pilgrimage Fund) Malaysia; and Senior Adviser to the Sustainable Finance Institute Asia. Izlan joined the Securities Commission Malaysia (SC) in 2011 as Executive Director and progressed to become its Deputy Chief Executive from April 2018 until his retirement from the SC in January 2023. During his 12-year tenure at the SC, he oversaw various regulatory and developmental functions. Among others, he was responsible for the SC’s initiatives in the Islamic capital market and sustainable finance. He was also Chairman of Capital Markets Malaysia and a Board member of the Securities Industry Development Corporation. Izlan has over 30 years’ experience in the financial services industry. He started his career in corporate banking with Citibank before moving into investment management where he eventually became CEO of MIDF Amanah Asset Management and later i-VCAP Management. Izlan holds a Bachelor of Science in Economics (dual concentration in Accounting and Finance) from The Wharton School, University of Pennsylvania, USA, and is a Chartered Financial Analyst (CFA) charterholder.

Dr Rosliza Mat Yatim
Federation of Investment Managers Malaysia (FIMM)
Dr Rosliza is the General Manager of Regulatory Services Division at FIMM. She oversees the registration, supervision, rules making and enforcement matters related to distributors and consultants involved in the marketing and distribution of unit trust and private retirement schemes. As a senior management team, she contributes towards the formulation and implementation of FIMM’s strategic initiatives and business plans to develop and grow the investment management industry. Prior to joining FIMM, she served at the Securities Commission Malaysia (SC) for more than a decade – supervising various market intermediaries and institutions, such as stockbroking & futures, corporate advisory, exchange and SRO, before she took up the roles in licensing and enforcement functions. Dr Rosliza holds a PhD, MBA, and a degree in Business Administration. She is a member of ACCA (UK), CFP from FPAM, and a Certified Integrity Officer (CeIO). She is also a certified trainer by the Human Resource Development Fund (HRDF) under Malaysia’s Ministry of Human Resource.

Fong Wei Ziet
Financial Educator
Ziet is a financial educator who simplifies personal finance, investments, wealth-building and economics for Malaysians. He’s passionate about making financial literacy practical, relatable, and accessible.
He was previously a senior analyst (commercial) from YTL Power International Berhad with experience in research analysis, financial modelling, M&As, and has helped develop Ryt Bank (a BNM-licensed digital bank).

