E-brochure

PROGRAMME

Programme

Thursday, 13 August 2026

8:00AM

Arrival & Registration

9:00AM

Opening Address

By

Mohd Ridzal Mohd Sheriff

Chairman, FIMM

9:15AM

Keynote Address

9:30AM

Session 1

Market Outlook

What’s Next for Investors?

Session Description

Trade Policy Reset- What Happens After the Tariff Ruling? How does it impact Malaysian market?

Global and geopolitical uncertainties i.e.: war, oil prices

Foreign exchange impact

Learning Outcome

Understand the implications of global trade and policy shifts.

Enhance portfolio positioning strategies in a volatile environment.

Panelist

Ray E Farris

Chief Economist, Prudential PLC (UK) & Eastspring Investments (SIngapore) Limited

Moderator

Mohd Ridzal Mohd Sheriff

Chairman, FIMM

10:20AM

Networking Tea & Coffee Break

10:40AM

Session 2

The Future of Unit Trust Industry in Malaysia

Reinvention, Resilience & Relevance

Session Description

Industry AUM growth trends and structural challenges

Impact of regulatory developments and the Capital Market Masterplan

Exchange Traded Funds

Growth of Islamic unit trusts and regional competitiveness

Digital investment platforms and direct-to-consumer models

Learning Outcome

Identify growth opportunities within evolving regulatory and digital ecosystems.

Assess competitive threats from fintech and alternative platforms.

Develop forward-looking strategies to future-proofing advisory and fund management practices.

Panelists

Dr Tan Chong Koay

Advisor to President & Group CEO, Affin Bank; CEO and Chief Strategist, PHEIM Asset Management (Asia) Pte Ltd

Yap Siok Hoon

Chief Executive Officer, Eastspring Investments Malaysia

Chung Yee Wah

Chief Investment Officer, Public Mutual Berhad

Moderator

Jas Bir Kaur

Director, FIMM

11:35AM

Session 3

The Human Element

Redefining the Role of Consultants

Session Description

Panic selling, chasing trends, timing mistakes

How consultants can coach behaviour

Reframing consultant’s role as a behavioural guide

Importance of market knowledge

Learning Outcome

Apply behavioural coaching techniques.

Identify common investor behavioural pitfalls.

Panelists

Nor Zahrul Hayzraai Zainal

General Manager, Institution Supervision, Securities Commission Malaysia (SC)

Dr Richard Gontusan

Human Resource Skills Training & Investment Consultant, Synergy Training Services PLT

Desmond Chong

Chief Executive Officer, Next Gen Capital Sdn Bhd

Moderator

Dr Rosliza Mat Yatim

General Manager, Regulatory Services Division, FIMM

12:25PM

Kahoot

12:40PM

Lunch and Networking |

Regulatory Industry Briefing *

2:00PM

Session 4

The Next Client Experience

How Technology is Reshaping Marketing & Distribution

Session Description

AI in fund analysis and client profiling

Digital marketing strategies for consultants

How consultants can leverage on AI

Robo-advisory integration

Data-driven decision making

Learning Outcome

Understand how AI and digital tools are reshaping distribution models.

Identify practical applications of technology to improve productivity and client engagement.

Panelists

Senthil Gunasekaran

Chief Business Development Officer, KFin Technologies Ltd

Muzzaffar Othman

Group Chief Operating Officer, Permodalan Nasional Berhad (PNB)

Mohd Azri Mohd Nawi

Agency Supervisor; Unit Trust & PRS Consultant, Public Mutual Berhad

Moderator

Kaleon Leong

Chief Executive Officer, FIMM

2:55PM

Session 5

The Trust Connection

Balancing Compliance, Trust and Digital Reach

Session Description

Investor protection in the age of social media

Education vs. regulated advice

Ethical, compliant digital engagement

Learning Outcome

Clarify regulatory boundaries in digital investment content.

Apply best practices for transparent and responsible communication.

Strengthen investor trust through compliant collaboration.

Panelists

Dato’ Shamsuddin Mohd Mahayidin

Director, FIMM

Datuk Wira Ismitz Matthew De Alwis

Executive Director & Chief Executive Officer, Kenanga Investors Berhad

Professor Datuk Dr Haji Mazlan Ahmad

Advisor to the Enforcement Focus Group, Enforcement Agency Integrity Commission (EAIC)

Mohd Nor Azizi Mohd Nasir

General Manager, Law Reform, Securities Commission Malaysia (SC)

Moderator

Datin Yon See Ting

Director, FIMM

3:45PM

Networking Tea & Coffee Break

4:05PM

Session 6

Too TIRED to Retire?

Tomorrow’s Retirement Matters Today

Session Description

Changing Retirement Landscape

Building Multiple Retirement Income Streams

Engaging Gen-Z and Young Investors

Learning Outcome

Recognise Malaysia’s retirement savings gap.

Identify alternative retirement planning solutions.

Engage younger generations in early retirement.

Panelists

Taufiq Iskandar

Chief Executive Officer, Private Pension Administrator (PPA) Malaysia

Balqais Yusoff

Head, Policy Strategy Department, Employees Provident Fund (EPF)

Fong Wei Ziet

Director, Ziet Media Sdn Bhd

Moderator

Yvonne Phe Kheng Peng

Director, FIMM

4:55PM

Closing Remarks

By

Kaleon Leong

CEO, FIMM

5:00PM

Lucky Draw & Kahoot

5:30PM

End of FIMMAC 2026

* The Regulatory Industry Briefing (RIB) will be held in a separate room during lunch. Lunch for RIB attendees will be served at the same venue where the RIB is taking place.

Bulk Registration

For bulk registration, kindly email us at

fimmac2026@gmail.com


Please download and complete the Participant Information Form with all required participant details, and attach the completed form in the same email when submitting your registration request.

Should you require any assistance, please do not hesitate to contact us.

Mohamad Nor Azizi Mohd Nasir

Mohamad Nor Azizi b Mohd Nasir is the General Manager of 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 Azri bin Mohd Nawi

Mohd Azri bin Mohd Nawi is a Unit Trust Consultant and Private Retirement Consultant with Public Mutual Berhad, where he advises individuals and families on long-term wealth creation through disciplined investing and retirement planning. He is also an AI trainer who helps professionals and organisations leverage artifi cial intelligence to improve productivity, communication, decision-making, and client engagement.

Prior to embarking on his advisory career, Azri spent more than 25 years in senior leadership roles across multinational corporations and fi nancial institutions. His career includes appointments as Chief People Offi cer of MBSB Bank, Head of People & Culture at SME Bank, Head of People & Corporate at Waafi Bank, Regional HR Head at CIMB, Head of HR & Administration at Malakoff Corporation, HR Director (Asia Pacifi c) at GE Oil & Gas, and senior HR leadership roles with Shell, Maxis, Philip Morris, and Colgate-Palmolive.

Throughout his corporate career, Azri led large-scale business transformation, organisational development, talent management, culture change, digital HR initiatives, and post-merger integration projects. His work earned him several prestigious recognitions, including the GE Oil & Gas CEO Award, Shell Asia Pacifi c Exceptional HR Business Partner Award, and the Colgate-Palmolive Asia Pacifi c Outstanding Contribution Award.

Today, Azri combines his corporate leadership experience with practical knowledge of wealth management and emerging technologies. He regularly conducts workshops and talks on the practical application of AI in business, sales, learning, and professional services, with a strong focus on helping professionals work smarter while maintaining trust, compliance, and meaningful human relationships.

His unique combination of executive leadership, fi nancial advisory experience, and AI expertise enables him to provide practical perspectives on how technology is reshaping the future of client engagement in the fi nancial services industry.

SS & C Technologies Sdn. Bhd.

SS&C is a leading provider of mission-critical, AI-powered software and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology.

Yvonne Phe Kheng Peng

Yvonne Phe is a senior banker and investment leader with 25+ years’ experience spanning fund management, treasury and global markets across Malaysia and the region. Fellow Certified Practising Accountant (FCPA) and LLB (Hons). Recognised for building high-performing platforms, launching market-first products, and delivering measurable commercial results across institutional and corporate franchises.

At AmBank Group's fund management division (AmInvestment Management Sdn Bhd,now AmFunds Management Berhad), she progressed from quantitative analyst to Chief Investment Officer (Fixed Income). In this role, she won multiple industry awards including Best Fixed Income Fund Manager,and played a pivotal role in creating and launching Malaysia's first Money Market Funds and the first listed ETF ABF Malaysia Bond Index Fund on Bursa Malaysia, products that expanded investor access and strengthened the platform's market leadership.

Shen subsequently moved to AmBank Group and, as Managing Director, Treasury and Markets, was mandated to revamp and scale the Treasury & Global Markets division. I delivered a comprehensive transformation, establishing new specialist units (quantitative analysis, credit & economic research, structured products & derivatives), and implementing a modern trading and sales platform, driving consistent outperformance and achieving the highest revenue in the division's history during my tenure.

At Deutsche Bank Malaysia Berhad, she led the Institutional Client Group and later expanded coverage to MNCs and local corporates, and in 2018 was entrusted to oversee the Philippines franchise. I delivered treasury and risk solutions across FX, rates, bonds, structured products, and bespoke hedging strategies, supporting clients on complex cross-border transactions and balance sheet optimisation.

Today, she contributes at board level across listed companies in Malaysia and Hong Kong, including audit and risk leadership roles. She also serves as a Public Interest Director of FIMM, and support the community through NGO board appointments and ESG committee work, helping drive practical ESG adoption within the SME sector.

InvestSmart®

InvestSmart® is an investor empowerment initiative by Securities Commission Malaysia (SC) that seeks to create more informed investors who are confident and self-reliant in making investment decisions that are right for them. Since its launch in 2014, InvestSmart® has actively carried out various initiatives to reach out to a wide spectrum of the public throughout the nation, educating them on a range of investment-related topics.

The programs under InvestSmart® are tailored to potential and existing investors with different backgrounds and investing objectives.For more information about InvestSmart® please visit: https://investsmartsc.my/

Securities Commission Malaysia

The Securities Commission Malaysia (SC) was established on 1 March 1993 under the Securities Commission Act 1993 (SCA). We are a self-funded statutory body entrusted with the responsibility to regulate and develop the Malaysian capital market. Our mission is "to promote and maintain fair, efficient, secure and transparent securities and derivatives markets; and facilitate the orderly development of an innovative and competitive capital market".

The SC has direct responsibility for rule-making, enforcing regulations pertaining to the capital market, ensuring sustainable market growth and development, supervising capital market activities and market institutions including the exchanges, clearing houses and registered market operators, and regulating all entities and persons licensed under the Capital Markets and Services Act 2007. Based on the SCA, the SC reports to the Minister of Finance and our accounts are tabled in Parliament annually.

Please visit the Securities Commission Malaysia website (https://sc.com.my/) for more information

Professor Datuk Dr Haji Mazlan Ahmad

Datuk Dr. Haji Mazlan is the founder of Masyi Group of Companies, which operates across multiple countries including China and Hong Kong. He has more than 20 years’ experience in the banking sector including roles at Bank Negara Malaysia in strategic planning, human resource management, branch operations, financial intelligence, and financial crime enforcement.

He holds numerous advisory and governance roles, including Member of the Special Task Force on the Corruption Perception Index (CPI), Member of the Operations Review Panel of the Malaysian Anti-Corruption Commission (MACC), and Advisor to the Enforcement Agency Integrity Commission (EAIC). He is also a co-founder of Malaysian Corruption Watch, reflecting his commitment to financial integrity and anti-corruption advocacy.

A recognised leader in Islamic social finance, Datuk Dr. Haji Mazlan actively develops the waqf ecosystem, integrating emerging technologies such as blockchain, AI, robotics, and smart contracts to increase transparency, restore trust, and enhance governance. He frequently speaks at local and international conferences and contributes to initiatives aligned with the United Nations Sustainable Development Goals (SDGs).

Datuk Dr. Haji Mazlan holds a Doctor of Business Administration (DBA) from Warsaw Management University, Poland, an MBA from the University of Georgia, Netherlands, and a Bachelor’s Degree in Accounting from the International Islamic University Malaysia (IIUM). He is also professionally certified through the Institute of Chartered Secretaries and Administrators (ICSA).

Senthil Gunasekaran

Mr. Senthil Gunasekaran brings an illustrious work experience of over 20 years in the fields of Business Development, Sales, Marketing, and Investment Advisory. He has successfully managed diverse client bases, including Corporates, UHNW Individuals, Trusts, Institutions, and Global Asset Managers. Mr. Senthil holds a Bachelor of Engineering degree and an MBA in Finance. Additionally, he is a CFA and CAIA charter  holder.

As the Chief Business Development Officer, India & Global Business at KFin Technologies Limited (KFintech), Mr. Senthil leads the Global Business Development for global fund administration, platform, product and services for Asset and Wealth Management, Pension, Insurance. He plays a pivotal role in strategizing go to market strategies, driv- ing companies’ growth and product innovation. In his current role, Mr. Senthil has successfully collaborated with top-tier clients to forge commercial opportunities across geographies.

Before joining KFintech, Mr. Senthil served as the Head of Institutional Sales, specializing in BFSI, ETFs, and Retirement Product Solutions at HDFC Asset Management Company Limited. In this role, he led the Institutional Desk, providing expert advice to large bank treasuries, insurance companies, pension funds, and global institutions.

During the onset of his career, he was associated with Lotus AMC Private Limited (a joint venture between Temasek and Sabre Capital) and Sundaram Asset Management   Company Limited. In these roles, he successfully led Sales, Business Development, Client Relationship Management, and overall Business Development efforts.

Fong Wei Ziet

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. His YouTube channel “Ziet Invests” has over 260K subscribers and has garnered more than 20 million views, establishing him as a leading voice in Malaysian financial literacy.

He was previously a senior analyst (commercial) at YTL Power International Berhad with experience in research analysis, financial modeling, M&As, and has helped develop Ryt Bank (a BNM-licensed digital bank) Ziet is currently partners with trusted financial brands, including Moomoo Malaysia, Webull, Wise, Ryt Bank, Versa, etc.

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.

Dr Richard Gontusan

Dr. Richard Albert Gontusan is a seasoned Human Resource Skills Training and Investment Consultant with over 30 years of experience in banking, finance, and investment. He began his career in banking, advancing from Branch Manager to Department Head before joining a public-listed investment company, where he served as Regional Marketing Manager for East Malaysia for 18 years. Since 2018, he has focused on consultancy and training, sharing practical insights drawn from decades of leadership and client engagement.

He holds a BSc in Management, BA and MA in Economics from Southern Illinois University, USA, and a PhD in Business Management from Universiti Malaysia Sabah. Over the years, he has conducted training for organisations such as Petronas, POIC Sabah, Sabah Energy Corporation, Institute for Development Studies Sabah, Sutera Harbour Resort, Suria Capital Holdings, Sabah Credit Corporation, Sabah Parks, various other GLCs and government agencies.

Dr. Richard is also a Columnist with The Borneo Post, writing on economics, leadership, and social issues. A long-time member of Toastmasters International, he has earned the Distinguished Toastmaster (DTM) Award twice and previously served as District Governor for District 87, covering Indonesia, East Malaysia and Brunei. Through his work, he continues to promote leadership, learning, effective communication and financial management.

Nor Zahrul Hayzraai Zainal

Zahrul is a chartered and certified accountant with over 24 years of experience in capital market supervision, regulatory oversight, financial crime investigations, auditing, accounting, and compliance. He currently serves as the General Manager of Institution Supervision at the Securities Commission Malaysia (SC), where he leads the supervision of approved institutions, self-regulatory organization and Registered Market Operators under the Capital Markets and Services Act 2007.

Since joining the SC in 2011, Zahrul has held several key roles across different divisions, including the Audit Oversight Board, Corporate Surveillance, and Investigation departments, which provided him with broad exposure to audit regulation, corporate governance monitoring, and enforcement.

He is a member of the Malaysian Institute of Accountants (MIA), the Malaysian Institute of Certified Public Accountants (MICPA), and the Association of Certified Fraud Examiners (ACFE).

Financial Markets Ombudsman Service (FMOS)

FMOS, a company limited by guarantee (CLG), was established on 1 January 2025 following the consolidation of the Ombudsman for Financial Services (OFS) and the Securities Industry Dispute Resolution Center (SIDREC).

An independent body appointed and approved by Bank Negara Malaysia (BNM) and the Securities Commission Malaysia (SC), FMOS operates pursuant to the Financial Ombudsman Scheme and the Capital Markets and Services Act 2007 (CMSA) to handle financial and capital market-related monetary disputes between financial consumers or investors and FMOS members.

FMOS serves as an alternative to the judicial system by providing independent, impartial resolution through mediation and adjudication, ensuring disputes are resolved in a fair and transparent manner. Its dispute resolution services are free for financial consumers and investors, with a claim limit of RM250,000.

As a one-stop centre for financial dispute resolution, FMOS plays a pivotal role in ensuring that financial consumers and investors have an accessible avenue for redress without going to court.  

Beyond dispute resolution, FMOS also provides valuable feedback to its members and regulators on emerging issues and trends, contributing to continuous improvement across the financial and capital markets.

In doing so, FMOS strengthens consumer confidence and reinforces the integrity of financial and capital market service providers. Ultimately, these efforts support a more robust, accountable, and trusted financial ecosystem in Malaysia.

Phillip Mutual Berhad

Phillip Mutual Berhad (PMB) was incorporated in Malaysia on 31 January 2002 under the Companies Act 1965 with a paid up capital of RM 20,290,932. The shareholders are Phillip Capital Holdings Sdn Bhd (70%) and Ehsan Astaka Sdn Bhd (30%).

PMB is a Unit Trust Management Company (UTMC) licensed by the Securities Commission under the Capital Markets and Services Act 2007 to conduct dealing in securities, restricted to Unit Trusts and Private Retirement Schemes.

In addition, PMB is registered with the Federation of Investment Managers Malaysia (FiMM) as both an Institutional Unit Trust Adviser (IUTA) and an Institutional Private Retirement Scheme Adviser (IPRA), authorized to market and distribute third-party Unit Trust Funds and Private Retirement Schemes.

We have a staff strength of 66 executives as at December 2025 with extensive experience in the unit trust industry within their respective areas of specialization. They are responsible for the day-to-day management of the Funds, reporting to the Board of Directors, Investment Committee, Trustee and the SC.

We are essentially part of the Phillip Capital Singapore Group of companies, a financial conglomerate with interests in stockbroking, futures broking and fund management and information technology. The group was established in 1975, providing a comprehensive range of financial services to retail and institutional customers. Today PhillipCapital Group is firmly established in the financial hubs of 15 countries, with offices in Singapore, Malaysia, Cambodia, Vietnam, Indonesia, Thailand, China (and Hong Kong SAR), Japan, India, UAE, UK, Türkiye, Australia and United States of America.

The Group brings over 50 years of experience in equities, futures, and fund management, which will be harnessed to deliver results aligned with each fund’s investment objectives. With more than 5,000 employees and over 1.5 million clients worldwide, our assets under custody/management amount to more than USD 65 billion, with shareholders’ funds in excess of USD 2.5 billion.

We have an online portal (www.eunittrust.com.my), and the FAME portal, which is accessible to Licensed Financial Planners, unit trust Consultants (UTC) and clients.

 BIMB Investment Management Berhad

BIMB Investment Management Berhad (BIMB Investment or the Company), a wholly-owned subsidiary of Bank Islam Malaysia Berhad (Bank Islam), is an Islamic fund management company, licensed and registered with the SC. BIMB Investment was incorporated on 14 September 1993 and commenced its operations on 20 June 1994. To date, the Company proudly stands as a local fund house, pioneering in sustainable investment with a focus on Shariah-ESG (Environmental, Social and Governance), managing 16 funds across multiple asset classes. Since 2015, the company has embraced financial technology with several funds leveraging Big Data and Artificial Intelligence in investment processes and portfolios to offer transparent products, aiming to deliver sustainable risk-adjusted investment returns to individual and institutional investors.

BIMB Investment is a signatory of the United Nations-supported Principles for Responsible Investment (UNPRI). Through UNPRI, BIMB Investment is committed to incorporating ESG factors into investment decisions, to better manage risk and generate sustainable, long-term returns that will ultimately shape a sustainable future.

For further information, visit www.bimbinvestment.com.my or email to:
marketing.bimbinvest@bankislam.com.my

TA INVESTMENT MANAGEMENT BERHAD 199501011387 (340588-T)

TA Investment Management Berhad (“TAIM”), a subsidiary of TA Securities Holdings Berhad (“TASH”), was incorporated on 17 April 1995 and commenced operations on 1 July 1996. As at 31 March 2026, TAIM has total Assets Under Management (“AUM”) of RM15 billion, comprising unit trust funds and direct mandate portfolios.

With over 30 years of experience managing unit trust funds, TAIM currently manages 38 funds, including 11 Shariah-compliant and 27 conventional funds. Its investment portfolio comprises a wide spectrum of funds ranging from low to high risk and caters to the different financial needs and objectives of investors.

TAIM’s funds are invested in both local and international markets by an experienced investment team. These unit trust funds are distributed directly to customers, as well as through appointed Institutional Unit Trust Advisers (“IUTAs”) and authorised consultants.

Eastspring Investments Berhad

Established in 2000 and based in Kuala Lumpur, Eastspring Investments Berhad ("EIMY")  is part of Prudential plc, an international financial services group and has one of the widest footprints across the region. EIMY is one of the largest asset management companies in Malaysia in both institutional and retail segments, managing a total of 36 funds and approximately RM 68 billion of total assets under management (“AUM”) as at 31 December 2025.

Standard Chartered Malaysia

Standard Chartered Bank, a member of the Standard Chartered Group, was established in Malaysia in 1875. As Malaysia’s oldest operating bank, Standard Chartered leads the way through product innovation, consistent and strong growth performance and sustainability initiatives. The Bank provides a comprehensive range of financial solutions to corporates, institutions and individuals through its network of branches across Malaysia. The Bank has an Islamic banking subsidiary, Standard Chartered Saadiq; a global shared services centre, Standard Chartered Global Business Services; trustee services, SCBMB Trustee Berhad; a sales arm, Price Solutions and an offshore facility in Labuan. Find out more about Standard Chartered Malaysia on its website here.

Kenanga Investors Berhad

Kenanga Investors Group consists of Kenanga Investors Berhad, Kenanga Islamic Investors Berhad, Eq8 Capital Sdn Bhd and Kenanga Trustees Berhad. As the asset and wealth management arm of Kenanga Investment Bank Berhad, we offer a range of investment solutions that includes collective investment schemes, portfolio management services, wills and trust, exchange-traded funds, segregated private mandates and alternative investments. These services are designed to cater to the investment objectives and risk appetites of retail, corporate, institutional clients and high net-worth individuals.

We take great pride in our consistent top performance and numerous awards in the industry from the likes of LSEG Lipper Fund Awards, Asia Asset Management’s 2026 Best of the Best Awards and ETF Awards 2026, and the IFN Investor Awards 2025. For the ninth consecutive year, KIB was affirmed an investment manager rating of IMR-2 by Malaysian Rating Corporation Berhad, since first rated in 2017. The rating considers KIB's well-established investment management processes, sound governance and risk management frameworks, and long operating track record.

Our commitment to innovation, collaboration, digitalisation and sustainability has earned us a reputation as a leading asset manager in Malaysia.

Dr Tan Chong Koay

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. “Never Fully Invest at All Times” is a timeless Golden Rule of Investment Wisdom that many successful investors live by. 

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, LSEG ranked Pheim ASEAN All-Cap Equity Fund No. 1 in the Equity ASEAN category for the YTD period ended January to November 2025, except for August and September 2025, during which it was ranked No. 2.

Datin Yon See Ting

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.

Legal 500 has recognised her in the Hall of Fame, in both Corporate M&A as well as Competition & Antitrust. She is also recognised in Chambers & Partners for both Corporate/M&A and Competition and Antitrust, named in Euromoney’s Women in Business Law Expert Guides for Corporate/M&A and Who’s Who Legal South East Asia 2024 for Competition and ranked in IFLR 1000 as a highly regarded Capital Markets equity lawyer.

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.

Desmond Chong

With over a decade of experience in the financial services industry, Desmond’s work spans unit trust advisory, financial planning, adviser development, and investor education.

Having worked closely with clients and consultants through different market cycles, he has seen how investor behaviour, such as panic selling, trend chasing, and timing mistakes, can often affect long-term financial outcomes more than product selection alone.

At FIMMAC 2026, Desmond brings a practitioner’s perspective on how consultants can become stronger behavioural guides, helping investors stay disciplined, informed, and focused on long-term financial decisions.

Dr Rosliza Mat Yatim

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 an accredited trainer by the Human Resource Development Fund (HRDF) under Malaysia’s Ministry of Human Resource.

Chung Yee Wah

Chung Yee Wah joined Public Mutual in 2023 as its Chief Investment Officer. He holds an honours degree in Business Administration from the National University of Malaysia. Mr. Chung has more than 30 years of experience in the fund management industry and has held various senior positions during this period.

Chung’s prior experience includes serving as the Chief Investment Officer of a bank-owned Islamic asset management company, the Chief Executive Officer of the Islamic arm of a global asset management company, as well as a fund manager managing domestic and regional funds in various companies – including for one of the largest sovereign funds globally.

Ray E Farris

Ray Farris is the Chief Economist at Prudential and Eastspring, based in Singapore.

As Chief Economist, Ray conducts research and provides macroeconomic views for Prudential. At Eastspring, he also provides in-depth macroeconomic data, trends and insights to guide investment and asset allocation decisions.

Ray’s career spans over 30 years, leading research in economics, markets and policy across three continents. He spent 22 years at Credit Suisse in various leadership roles, most recently as Global Chief Economist and Chief Investment Officer for the Americas based in New York. From 2001 to 2022, he was predominantly based in Singapore with Credit Suisse, in various positions including Chief Investment Officer for South Asia, and Head of Asia Economics and Fixed Income Strategy. Ray started his career in Hong Kong in 1991 as Head of Economics and Equity Strategy at Crosby Securities.

Ray holds a Master of Science in Finance from London Business School and a Bachelor of Arts in Economics from the University of North Carolina.

Taufiq Iskandar

Taufiq Iskandar is an executive with two decades of expertise spanning investment, business strategy, research and public policy.

He launched his career in 2007 as an investment analyst and fund manager at Permodalan Nasional Berhad (PNB), later joining Malaysia’s Retirement Fund Inc. (KWAP) in 2011. At KWAP, he climbed the ranks into pivotal leadership roles, including Director of Research, Director of Equity, and CEO positions at Prima Ekuiti (UK) Limited and VCAP Asset Managers. In 2021, he became CEO of Penjana Kapital under Malaysia’s Ministry of Finance, followed by a tenure as Managing Director at MBSB’s investment banking arm.

Currently, Taufiq serves as the CEO of Private Pension Administrator Malaysia (PPA).

He read Law for his undergraduate and Management as a postgraduate, both at the London School of Economics (LSE). He also went to the University of Westminster for a postgraduate in Investment & Risk Finance.

Kaleon Leong

Kaleon Leong 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, 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, 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).

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.

Muzzaffar Othman

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.

Yap Siok Hoon

Siok Hoon is the Chief Executive Officer of Eastspring Investments Malaysia and an Executive Director of Eastspring Investments Berhad. She brings over 28 years of experience in the asset management and financial services industry, with deep expertise spanning distribution, sales and marketing, product development, and retail and institutional business growth.

Since joining Eastspring in 2013, Siok Hoon has played a pivotal role in shaping the firm's growth strategy in Malaysia – strengthening its distribution franchise, expanding product capabilities, and building a high-performing client-centric organisation. Prior to Eastspring, she held senior leadership roles at Hong Leong Asset Management, where she began her career in 1997 and rose to General Manager, Client Solutions Group.

A passionate advocate for investor empowerment, financial literacy, and the advancement of women in finance, Siok Hoon contributes to industry dialogues on asset management, retirement solutions, and the future of wealth in Asia.

She holds a Bachelor of Business Administration (First Class Honours) from Universiti Utara Malaysia.

Datuk Wira Ismitz Matthew De Alwis

Datuk Wira Ismitz Matthew De Alwis is the Chief Executive Officer and Executive Director of Kenanga Investors Berhad (“KIB”). He also serves as a Non-Independent Non-Executive Director 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 as well as all subsidiaries of KIB.

Datuk Wira De Alwis serves as the Chairperson of the Malaysian Association of Asset Managers and is 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 Market Participants Committee as well as its Securities Market Consultative Panel. He is a participating member of the Joint Committee (Bank Negara Malaysia & Securities Commission) on Climate Change and the Sustainable Investment Platform Steering Committee – Malaysia Sustainable Investment Initiative. He also sits on the SC’s Assessment Review Committee – Fund Management. He is a proponent of the industry’s talent development initiatives as a member of the Capital Market Graduate Programme Steering Committee and the Industry Competency Framework Advisory Panel for the Malaysian Capital Market project undertaken by the SIDC.

Datuk Wira De Alwis has a Capital Markets Services Representative’s Licence from the SC for fund management, investment advice and financial planning. He is a Certified Financial Planner and Islamic Financial Planner.

Dato’ Shamsuddin
Mohd Mahayidin

Dato’ Shamsuddin Bin Mohd Mahayidin was appointed to the Board in September 2023. 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 Director of Ni Hsin Group Berhad, a Director of Taps Management Sdn Bhd and Perbadanan Nasional Berhad (including two of its subsidiaries, PNS ASQ Asia Sdn Bhd and Wonderful Lifestyle Sdn Bhd). 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.

Jas Bir Kaur

Having spent her entire career within the financial services/capital markets industry, 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.

KFin Technologies (Malaysia) Sdn Bhd

KFin Technologies (Malaysia) Sdn Bhd is a fintech powerhouse and a wholly-owned subsidiary of the General Atlantic-backed KFin Technologies Limited, India’s largest Investor Services solution company and a top five global leader. With a legacy spanning over four decades, we have evolved into a premier global technology provider, offering comprehensive financial platforms for the capital markets ecosystem across multiple continents. Our mission-critical infrastructure is engineered for scale and reliability, serving a sophisticated client base that includes Unit Trusts, Alternative Investment Funds (AIFs), Wealth Managers, and large-scale Pension funds. By leveraging cutting-edge SaaS deployment models and AI-powered analytics, we deliver proprietary digital tools for Investor Services and Fund Administration that ensure real-time data synchronization. Our platforms are anchored by ISO-certified security frameworks, empowering clients to achieve seamless straight-through processing (STP) and operational excellence. As a leading global technology-driven solution provider, we combine our deep industry heritage with modern innovation to manage a diverse portfolio of assets, driving growth and security for the world’s most demanding financial institutions.

Mohd Ridzal Mohd Sheriff

Mohd Ridzal Mohd Sheriff 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 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.