Milken Institute Asia Summit 2017
AS 2017 program

Wednesday, September 13, 2017

Wed 9/13
10:00 am - 11:00 am

Best-Performing Cities China Roundtable

Beijing is determined to improve growth prospects for all cities - from the inland to the large east coast urban areas. The Belt and Road initiative, together with the creation of regional economic clusters, have played a major role in driving regional economies. This roundtable will discuss the 2017 rankings and key findings, as well as insights for businesses and investors into economic trends to explore potential investment opportunities in China.

Moderator

Ann-Marie Eu

Communications and Media Associate, Asia, Milken Institute

Speakers

Ming-Hau Lee

Investment Director, Clearwater Capital Partners

Perry Wong

Managing Director, Research, Milken Institute

Wed 9/13
12:00 pm - 5:00 pm

Milken Institute 2017 Women Leaders' Summit (Invite Only)

Leaders and organizations have undoubtedly recognized the importance of gender balance to business success and sustainability, nevertheless in the last two decades, progress at the top echelons of management has been slow. The inaugural Milken Institute Women Leaders' Summit will bring together approximately 150 leaders and rising stars from the worlds of business and finance for a stimulating discussion around leadership, empowerment, and inspiration. With valuable insights and perspectives from today's most accomplished leaders on taking action and making a difference, the Summit aims to inspire the next generation of trailblazers and change makers - and further advance the next 20 years.

Please click here for more information about this event.

Wed 9/13
2:00 pm - 5:00 pm

Aging Summit: The Opportunities of Asia's Longevity Market (Invite Only)

The goal of this roundtable is to catalyze multi-sectoral collaboration and strategic solutions to overcome the challenges of population aging, empower older adults remain healthy, active, and engaged, and develop the private markets of goods and services this growing aging cohort will need. Participants will help identify, among others, the business opportunities, the policy mechanisms, and institutions reforms to better meet the needs of the elderly.

Moderator

Paul Irving

Chairman, Center for the Future of Aging, Milken Institute; Distinguished Scholar in Residence, Davis School of Gerontology, University of Southern California

Wed 9/13
4:00 pm - 5:00 pm

Senior Regional Leaders Roundtable on ESG and Climate Change (Invite Only)

Climate change is the biggest environmental challenge our generation has ever seen, with widespread and harmful effects. Companies continue to grow more sophisticated about the role of sustainability in their strategies and some have demonstrated serious commitments to reducing emissions across their value chains. This roundtable gathers regional and global leaders to engage in an interactive discussion on solutions to the climate crisis and how business can step up to lead the fight on climate change.

Wed 9/13
6:00 pm - 8:00 pm

Speakers and Sponsors Welcome Reception (Invite Only)

Thursday, September 14, 2017

Thu 9/14
8:00 am - 8:45 am

Al Gore: Leading the Charge for Environmental Action

 

 

 

Opening Remarks

S Iswaran

Minister for Trade and Industry (Industry), Republic of Singapore

Presenter

Al Gore

Chairman, Generation Investment Management; Former U.S. Vice President

Thu 9/14
9:00 am - 10:00 am

Global Overview: A 20/20 Perspective

1997 was a pivotal year: a region-wide financial crisis devastated Asian economies, the Kyoto Protocol became one of the first global accords to address climate change, and China resumed exercise of sovereignty over Hong Kong from Great Britain. Two decades later, Asia has grown to become a mighty driver of global economic growth whilst China makes its political and economic ambitions for power clear. This panel will discuss the key lessons of the global economy over the past 20 years and assess the outlook for the next 20.

  • What were the most important lessons learned since 1997?
  • What do they see as the main challenge for advanced economies and what is the outlook for emerging nations?
  • How will the world change over the next 20 years?

 

 

 

Moderator

Haslinda Amin

News Correspondent and Anchor, Bloomberg Television

Speakers

Piyush Gupta

CEO and Director, DBS

Jean Hynes

Managing Partner, Senior Managing Director and Global Industry Analyst, Wellington Management

Joaquim Levy

Managing Director and Group Chief Financial Officer, World Bank Group

Thu 9/14
10:15 am - 11:15 am

Advancing the Frontier: Innovations in Health

With a growing middle class and rapidly growing and aging population, Asia is ever more in need of accessible and affordable health solutions. Developments in technology have boosted the potential to improve the delivery, consumption, and payment of healthcare, while promising to alleviate the challenges. This panel discusses what advances in technology and digital hold for the future of healthcare. Questions include:

  • What is driving the growth of investment and demand for HealthTech compared to other healthcare sectors?
  • How is technology transforming the way we address the most complex problems in healthcare?
  • How can HealthTech create a more convenient, patient centered experience to consuming healthcare?

 

 

 

Moderator

Jeremy Lim

Partner and Head of Health & Life Sciences, Asia-Pacific, Oliver Wyman

Speakers

Goh Boon Cher

Deputy Director, Cancer Science Institute, Singapore

Russell Gruen

Executive Director, NTU Institute for Health Technologies and Professor of Surgery, Lee Kong Chiang School of Medicine, Nanyang Technological University, Singapore

Kabir Narang

Partner, B Capital Group

Prashant Tandon

CEO and Founder, 1mg Technologies

Thu 9/14
10:15 am - 11:15 am

China's Trade-Off: The Outlook on Investment

Following "the Return" of Hong Kong to China in 1997, it's stock exchange became the only access point through which foreign investors could access Chinese companies. China has since liberalized its economy and currency at its own pace, but foreign investors are concerned about the future of investment into the country. Beijing's policy reforms hint at a trade-off between the government's fundamental goal of maintaining economic and social stability, and the need to move towards a free market. This panel will discuss:

  • How has China managed this critical dilemma and what is the government's strategic thinking behind further opening up trade and investment?
  • From the market's perspective, how can China be more attractive as a destination for foreign investment?
  • What is the outlook on investment into China in the long term and what are its potential pitfalls?

 

 

 

Moderator

Kevin Lu

Partner and Chairman of Asia, Partners Group; Distinguished Fellow, INSEAD

Speakers

Wei Sun Christianson

Co-CEO of Asia-Pacific and CEO of China, Morgan Stanley

Kenneth Gaw

President and Managing Principal, Gaw Capital Partners

Richard Hu

Chief Research Officer, WorldQuant LLC

Weijian Shan

Chairman and CEO, PAG Group

Jing Ulrich

Managing Director and Vice Chairman of Asia Pacific, JPMorgan Chase & Co.

Thu 9/14
10:15 am - 11:15 am

Global Capital Markets

This panel of leading investors will examine the key trends affecting global capital markets. Potential questions include:

  • What geopolitical, economic, and market indicators should investors consider as they think about asset allocation and capital structure strategies?
  • What impact do developments in the global capital markets have on the regulatory environment?
  • How has the financial services landscape evolved as value creation becomes more tightly linked to data and technology?
  • As 2017 draws to a close, what are the investment themes that will shape the markets in 2018?

 

 

 

Moderator

Michael Milken

Chairman, Milken Institute

Speakers

Thomas Finke

Chairman and CEO, Barings

Joshua Friedman

Co-Founder, Co-Chairman and Co-CEO, Canyon Partners, LLC

Sir Michael Hintze

Founder, Chief Executive and Senior Investment Officer, CQS

Steven Tananbaum

Founding Partner, Chief Investment Officer and Executive Committee Member, GoldenTree Asset Management

Thu 9/14
11:30 am - 12:30 pm

Cybersecurity: Anticipating the Next Trojan Horse

Twenty years ago saw the first high-profile attacks on Microsoft's Windows operating system, while the U.S. government tested its readiness against cyber attacks. Cybersecurity wasn't even an industry then, but the rapid expansion of the Internet of Things has increased the demand on a burgeoning cybersecurity industry to safeguard against the growing frequency and sophistication of cyber attacks. Questions include:

  • What are the prevailing trends in cybercrime and how can governments, financial institutions, businesses, and individuals protect themselves?
  • How should the cybersecurity industry evolve to stay ahead of the game in pre-empting attacks and threats before they happen?

 

 

 

Moderator

Yun-Hee Kim

Senior Editor, The Wall Street Journal

Speakers

David Koh

Chief Executive, Cyber Security Agency of Singapore

Matthew P. Moynahan

CEO, Forcepoint

Rafal Rohozinski

CEO, SecDev Group; Senior Fellow, International Institute for Strategic Studies

Silvino Schlickmann Jr.

Director, Cybercrime Directorate, Interpol

Thu 9/14
11:30 am - 12:30 pm

Indonesia Roundtable: From Hardest Hit To Heavy Hitter

Indonesia's over-leveraged foreign capital position sank its economy when investors fled during the Asian Financial Crisis. But the country rebounded stronger and faster than expected and is now positioned as one of Asia's largest economic opportunities. Today, Indonesia's public and private institutions are open and ready for business engagements from all around the world.

  • Which sectors will push Indonesia's growth in the next 20 years?
  • What are the most pressing economic, financial, social, or political challenges to sustained, higher-quality growth?
  • How are Indonesia's businesses responding to ASEAN's deepening integration, East Asia's economic dominance, and growing protectionism in Western markets?

Moderator

Dino Patti Djalal

Asia Fellow, Milken Institute; Founder, Foreign Policy Community of Indonesia

Speakers

Alvin Sariaatmadja

President Director, Emtek Group

Patrick Walujo

Co-Founder and Managing Partner, Northstar

G. Raymond Zage III

Partner and CEO, Farallon Capital Asia Pte Ltd

Thu 9/14
11:30 am - 12:30 pm

The FinTech Revolution: What's Next?

Financial inclusion in emerging Asia has made significant progress, but more than 50% of its population remains unbanked. Rapid technological innovation and democratization of financial services could be the answer. This session discusses the impact of FinTech on financial inclusion, access to capital, transparency, and compliance. Questions will include:

  • How has FinTech alleviated various frictions and difficulties of traditional and costly financial tools?
  • Where are the points of friction between FinTech startups, legacy financial institutions, and regulators, and how can we move the relationship toward a collaboration and partnership?
  • What are the remaining barriers to universal financial inclusion?

 

 

 

Moderator

Dan Murphy

Correspondent, CNBC

Speakers

Chen Long

Chief Strategy Officer, Ant Financial

Jonathan Larsen

Chairman and CEO, Ping An Global Voyager Fund; Chief Innovation Officer, Ping An Group

Simon Loong

Founder and CEO, WeLab

Sopnendu Mohanty

Chief FinTech Officer, Monetary Authority of Singapore

Ning Tang

Founder, Chairman and CEO, CreditEase

Thu 9/14
12:30 pm - 2:00 pm

Lunch Program | The World in 2037: Asia On Demand

Businesses and entertainment are increasingly moving out of brick-and-mortar buildings and into the digital space, and Asia is poised to be the next hotbed of on-demand activities. Consumers are transacting with businesses online more than ever before, but a robust built environment will remain the backbone of a successful digital experience - from the transportation of goods and services to the reliability of internet connectivity. In this panel, we look at how these two spaces must work together to satisfy consumer demands and catalyze business growth in the digital space. Questions include:

  • How will the continued growth of these disruptive technologies reshape the physical world in which we live and work?
  • How can cities prepare for the growth of digital platforms and what role will traditional spaces play in this new environment?
  • What needs to improve between the built environment and the digital space to enable these increasing interactions?

 

 

 

Opening Remarks

Hugh Andrew

Managing Director and Head of Real Estate Asset Management, BlackRock

Moderator

Tan Su Shan

Group Head, Consumer Banking and Wealth Management, DBS Bank

Speakers

Patrick Grove

Co-Founder and Group CEO, Catcha Group; Co-Founder and Chairman, iflix

Ridwan Kamil

Mayor of Bandung, Indonesia

Ming Maa

President, Grab

Rohan Mahadevan

CEO and SVP, APAC, PayPal Pte Ltd

Thu 9/14
2:00 pm - 2:30 pm

Networking Break

Thu 9/14
2:30 pm - 3:30 pm

Business Sustainability: Chasing the Triple Bottom Line

Business as we know it has changed drastically. Where once we only looked at one bottom line, there are now at least three - environmental, social, and financial performance. The 'triple bottom line', a term coined by John Elkington in his 1997 book 'Cannibals with Forks: The Triple Bottom Line Of 21st Century Business', is more than a marketing ploy as businesses realize that its success also depends on its sustainability. This panel gathers business leaders and influential investors who are embracing sustainability into their businesses, company culture and investment decisions.

  • How can companies build trust around their brands?
  • While good intentions matter, what are the biggest hurdles faced by businesses in improving their sustainability and environmental impact?
  • What are the common best practices among companies turning profits from sustainability?

Moderator

Robin Hu

Head of Sustainability and Stewardship Group, Temasek International Pte Ltd

Speakers

Achal Agarwal

President, Asia-Pacific, Kimberly-Clark Corporation

Sophia Cheng

CIO, Cathay Financial Holdings; Government Affairs Consultant, Executive Yuan of Taiwan

Hiromichi Mizuno

Executive Managing Director and CIO, Government Pension Investment Fund, Japan; Co-Chair, Global Capital Markets Advisory Council, Milken Institute

Pier Luigi Sigismondi

President, Southeast Asia and Australasia, Unilever

Thu 9/14
2:30 pm - 3:30 pm

Credit Market Outlook

In a discussion led by Institute Chairman Mike Milken, this panel will examine the issues shaping global credit markets and share their perspective on the evolving credit landscape. Questions include:

  • What is the outlook for rates and how are investors preparing?
  • What impact will central banks decision have on yields and spreads?
  • As we look across the spectrum of credit where can the investment opportunities be found?
  • How will 2017 end for credit investors and what should investors expect for 2018?

 

 

 

Moderator

Michael Milken

Chairman, Milken Institute

Speakers

Ilfryn Carstairs

Partner and Co-Chief Investment Officer, Värde Partners

Pierre de Chillaz

Senior Portfolio Manager, Partner and Executive Committee Member, GoldenTree Asset Management

Juan Delgado-Moreira

Managing Director, Hamilton Lane (Hong Kong) Limited

Lawrence Golub

CEO, Golub Capital

Robert Petty

Managing Partner and Co-Founder, Clearwater Capital Partners

Thu 9/14
2:30 pm - 3:30 pm

Playing the Long Game: Investing in Infrastructure

Asia has undeniably made strides in economic growth since the 1997 Asian Financial Crisis, but spending on roads, railways, and other essential infrastructure has stagnated and remained depressed well below what's needed. The Asian Development Bank forecasts that Asia needs a whopping $26 trillion for infrastructure investments to sustain economic and income growth by 2030. However, challenges posed by political instability, underdeveloped capital markets, and the lack of alternative long-term private financing puts a pinch on finance projects.

  • What's needed to move beyond local banks, corporations, and public sector financing to unlock and welcome other sources of capital for infrastructure financing?
  • How can project risks be better assessed, communicated, managed, and hedged to encourage more players in the infrastructure financing space?
  • What are the immediate and long-term structures needed to improve public-private partnerships that transcends short-term politics?

 

 

 

Moderator

Jonathan Woetzel

Director, McKinsey Global Institute; Senior Partner, Shanghai, McKinsey & Co.

Speakers

Jose Rene D. Almendras

President and CEO, AC Infrastructure Holdings Corporation; Managing Director and Group Head of Public Affairs, Ayala Corporation

Saadia Khairi

Co-Head, Emerging Asia Fund, IFC Asset Management Company

Ben Way

CEO, Asia, Macquarie Group

Wencai Zhang

Vice President, Asian Development Bank

Thu 9/14
3:45 pm - 4:45 pm

Global Cities Roundtable: Economic Dynamics from China to California

What factors determine the divergence in economic performance of metropolitan areas around a nation? Why do some areas thrive, while others lag behind? How does global integration and cooperation impact regional performance? This roundtable will discuss how cities in China and the United States, specifically in California, have successfully leveraged on economic interdependence between the two economies, as well as the recently released 'Best-Performing Cities China 2017' rankings.

 

 

 

Moderator

Henny Sender

Chief Correspondent, International Finance, Financial Times

Speakers

Kevin Klowden

Executive Director, California Center, and Managing Economist, Milken Institute

Perry Wong

Managing Director, Research, Milken Institute

Thu 9/14
3:45 pm - 4:45 pm

Institutional Investing: The Model for the Future

It's a never-ending challenge: coping with a lower return environment and adjusting to meet objectives. In this session, we assemble a panel of expert investors to address the trends in operational and organizational changes in institutional investing. Questions include:

  • How have approaches to asset management changed in an effort to bolster risk-adjusted returns?
  • What is the role of technology and governance in building a more efficient and thoughtful organization?
  • In an ever-changing environment, how are institutional investors recruiting, developing, and maintaining talent in order to 'future-proof' their organizations?

 

 

 

Moderator

Nobel Gulati

CEO, Two Sigma Advisers, LP

Speakers

Mark Konyn

Group CIO, AIA Group

Hugh O'Reilly

President and CEO, OPTrust

Piau-Voon Wang

CIO, Noah Holdings (Hong Kong) Limited

Bryan Yeo

Chief Investment Officer, Public Equities, GIC

Thu 9/14
3:45 pm - 4:45 pm

The Blockchain: It's Not All About the Money

Beyond the hype surrounding cryptocurrencies, a revolution is taking place using the underlying technology of the blockchain. From taxes and donations to votes and ID systems, the blockchain offers a way to record, update, and share data in a way that is transparent and verifiable without requiring a central counterparty to "run the system". Topics of discussion include:

  • What are the most exciting and impactful uses of blockchain technology, outside of finance?
  • How can this technology be used to address business and humanitarian challenges, especially where central agencies don't exist or are not trustworthy?

 

 

 

Moderator

Staci Warden

Executive Director, Center for Financial Markets, Milken Institute

Speakers

Leanne Kemp

Founder and CEO, Everledger

Greg Li

Head of Asia, The Bitfury Group

Sopnendu Mohanty

Chief FinTech Officer, Monetary Authority of Singapore

David Treat

Managing Director, Financial Services, Blockchain Lead, Accenture

Zia Zaman

Chief Innovation Officer, SVP, MetLife Asia; Head of LumenLab, MetLife Innovation Centre

Thu 9/14
4:30 pm - 5:30 pm

Senior Regional Leaders Roundtable (Invite Only)

In this exclusive, off-the-record gathering, a select group of senior leaders will discuss the most pressing economic challenges and the greatest opportunities on the horizon from both regional and global perspectives. The aim of this invitation-only meeting is to provide an opportunity for guests to hear frank, unfiltered insights from key leaders in business and finance.

Opening Remarks

Laura Deal Lacey

Executive Director, Asia, Milken Institute

Moderator

Timothy Dattels

Managing Partner, TPG Asia

Thu 9/14
5:00 pm - 6:00 pm

Asia's Power Plays: The Economics of Geopolitics

Globalization and economic interdependence among Asia's countries rest precariously on increasingly tense geopolitical relations and competing security interests, including the North Korean nuclear threat, the China-India border standoff, and escalating tensions in the South China Sea. As a region, the Asia-Pacific presents the largest source of global economic growth and possesses tremendous business potential in the next ten to 20 years, more so if financial and economic markets are further integrated. But governments and businesses are cognizant that geopolitical tensions may put a damper on these opportunities.

  • What are the anticipated geo-economic trends in the Asia-Pacific?
  • What is the nature of some of these regional relationships and what potential impacts will they have on economies and businesses?
  • How can governments, the private sector, and international or regional organizations work together to maintain regional peace and stability for sustained economic development?

 

 

 

Moderator

Prerna Suri

Broadcast Journalist

Speakers

Karen Brooks

Adjunct Senior Fellow for Asia, Council on Foreign Relations

Curtis S. Chin

Asia Fellow, Milken Institute; Former U.S. Ambassador to the Asian Development Bank

Evan Medeiros

Managing Director, Asia, Eurasia Group

Michael W. Michalak

SVP and Regional Managing Director, US-ASEAN Business Council, Inc.; Former U.S. Ambassador to Vietnam

Yasuhide Nakayama

Member, House of Representatives, Japan; Former State Minister for Foreign Affairs, Japan

Thu 9/14
5:00 pm - 6:00 pm

FinTech: Stimulating Collaboration and Coordination in a Competitive Environment (Invite Only)

Over the past few years, Asia has and continues to witness a surge of investment and activity in financial technology (FinTech). In 2016, FinTech investment in the Asia-Pacific region alone eclipsed investment in North America for the first time. But the investment climate continues to change. Similar to what FinTechs in North America are experiencing, investment trends in Asia are increasingly favoring specialized firms that are collaborative with incumbents, rather than competitive. Between 2010 and 2015, the amount of venture capital investment in collaborative FinTech rose by 10 percent across the region. In this session, participants will discuss the opportunities and challenges in bridging innovative firms with incumbent processes and systems, and what's needed from a market-wide perspective to help facilitate greater collaboration in this space. We will look at how public sector actors and industry can best work together to facilitate this process of what is ultimately a transformation of market structure, and whether a regional, industry-sandbox - the ASEAN Financial Innovation Network - will prove to be an effective mechanism to drive greater coordination and collaboration in the region.

Moderator

Jackson Mueller

Associate Director, Center for Financial Markets, Milken Institute

Thu 9/14
5:00 pm - 6:00 pm

The Upside of Aging: Turning Headwinds into Tailwinds

Asia's aging experience is unlike the world has ever seen. The elderly population is expected to more than double in the next 20 years; it's faster, it's larger, and it's happening earlier than historical trends. But this growing, aging cohort presents tremendous opportunities, both as productive members of the labor force and as a large consumer class that will be a boon for economies and businesses. This panel explores how to harness demographic trends for productive and meaningful growth.

  • How will consumer demands change as the population ages?
  • What products and services will be needed to sustain longer, healthier, and more active lives?
  • What reforms are needed for institutions to leverage the economic value of the longevity dividend?

 

 

 

Moderator

Paul Irving

Chairman, Center for the Future of Aging, Milken Institute; Distinguished Scholar in Residence, Davis School of Gerontology, University of Southern California

Speakers

Andrew Byrne

Chairman and CEO, Aegon Asia

Doris Ho

President and CEO, A. Magsaysay, Inc.

Joan Ruff

Board Chair, AARP

Thu 9/14
6:00 pm - 7:00 pm

Reception: Cocktails and Networking

Thu 9/14
7:00 pm - 9:00 pm

Dinner Program | Prestige and Purpose: Asia's Luxury Market

In 2017, Forbes reported that one out of every three billionaires are from the Asia-Pacific region. That's a total of 720 Asian billionaires. The region has become the world's largest market for personal luxury goods; Asians bought more than half of the world's luxury goods in 2016, according to Bain & Company. Influenced by both economic and cultural factors, luxury consumption in Asia shows no sign of slowing over the next two decades.

  • What has driven Asia's hunger for global luxury goods despite slower global growth in recent years?
  • Which segments and submarkets of the industry will remain strong and which will struggle?
  • As the younger generation comes into age and millennial behavior seeps into the older generations, how are brands adapting to new consumer traits and tastes?

 

 

 

Moderator

Ravi Thakran

Group President, LVMH Asia; Managing Partner and Chairman, L Catterton Asia

Speakers

Zak Brown

Executive Director, McLaren Technology Group

Naomi Campbell

Model, Actress and Businesswoman

Bruce Rockowitz

CEO and Vice Chairman, Global Brands Group; Co-Founder and Chairman, Pure Group

Friday, September 15, 2017

Fri 9/15
8:00 am - 4:00 pm

Registration

Fri 9/15
9:00 am - 10:00 am

A Window of Opportunity: Unlocking India's Potential

India, currently the G20's fastest-growing economy and the world's second most populous country, is on track to be one of the top three economic powers in the next ten to 15 years. As it rides on the strength of democracy and partnerships, confidence in the emerging superpower is growing but the country faces many challenges capable of hindering its long-run potential. Topics of discussion include:

  • Will India be able to sustain its future growth and consolidate its position as an economic power?
  • How can India leverage on the rewards of its projected demographic dividend to propel continued growth?
  • How can the government ensure that living standards rise across the board within the country?

 

 

 

Moderator

Reuben Abraham

Asia Fellow, Milken Institute; CEO and Senior Fellow, IDFC Institute

Speakers

Sharad Bajpai

Managing Director, Head of Asset Management, SSG Capital Management

V. Bunty Bohra

CEO, Goldman Sachs Services, India

Vikram Limaye

Managing Director and CEO, National Stock Exchange of India

Ashu Suyash

CEO, CRISIL

Fri 9/15
9:00 am - 10:00 am

Asia's Rising Stars: Leading for 2037

A new generation is coming to power in Asia. As they prepare to take the helm of their family businesses or diverge to create their own path in life, this panel will gather insights from the second and third generation leaders who are leading the region into the future. Questions will include:

  • How differently do they view doing business compared to previous generations?
  • Do they view empowerment, sustainability, and philanthropy as integral parts of the businesses they operate?
  • Where do they see the greatest opportunities for expansion and innovation?

 

 

 

Moderator

Rahul Malhotra

Managing Director and Head of Southeast Asia, J.P. Morgan Private Bank

Speakers

Allen Law

CEO, Park Hotel Group

Quek Kon Hui

Managing Partner, APAC Capital Partners

Ramon Fernando D. Rufino

Co-President, The Net Group; Chairman, Philippine Green Building Council

Isaiah Schulze

Chief Operating Officer, Schulze Global Investments

Fri 9/15
10:15 am - 11:15 am

AI: Rise of the Machines?

In May 1997, IBM's Deep Blue became the first computer chess-playing system to beat a reigning world chess champion. In March 2016, Google's DeepMind computer program AlphaGo beat the world's No. 1 player of the ancient Chinese board game, Go. Board games aside, while artificial intelligence (AI) will boost productivity and simplify our way of life, the impacts it poses to society cannot be ignored. From cognitive computing to deep learning, this panel will explore how AI will disrupt industries, businesses, and societies. Questions will address the positive enhancement and potential hazards:

  • As the technology advances at breakneck speeds, what will the coming AI era look like?
  • How can we ensure that AI remains to be safe and beneficial to society?
  • What are the societal and business implications and how can businesses and governments mitigate negative side effects?

 

 

 

Moderator

Ralph Simon

Chairman and CEO, Mobilium Global Group; Senior Advisor, Laurel Strategies

Speakers

Michael Agnew

APAC Director, Foresight Factory

Ben Goertzel

Chief Scientist, Hanson Robotics; Chairman, OpenCog Foundation

Virginie Maisonneuve

Chief Investment Officer, Eastspring Investments

Robert Morris

Vice President Global Laboratories, IBM Research

Fri 9/15
10:15 am - 11:00 am

Chairman's Circle (Invite Only)

The Chairman's Circle is an exclusive network of family business leaders interested in making a positive impact in the world through leadership and sustainable business. This exclusive roundtable will discuss global economic trends, impact investment, and geopolitical issues in a private setting.

Moderator

Richard Ditizio

President and Chief Operating Officer, Milken Institute

Fri 9/15
10:15 am - 11:15 am

Japan's Renewal: The Fight to Stay Ahead

Japan's push to remain one of the top economic powerhouses in the global pecking order has come with many struggles. Pressing issues such as population aging, the need for major structural reforms, and relatively non-responsive monetary expansion policies require tough decisions to be made to spur market activity. This panel will look at how Japan can take advantage of its position as a safe-haven currency and stable market to further boost their global position. Discussion questions will include:

  • How will Japan sustain growth whilst ensuring the aging population is taken care of?
  • Will monetary normalization be feasible in the near future or is the economic growth only short-term?
  • How will the country fare in comparison to the rest of the world by 2037?

 

 

 

Moderator

Kotaro Tamura

Asia Fellow, Milken Institute; Chairman, Japan Intelligence Initiative; Former Senator and Parliamentary Secretary for Economic and Fiscal Policy, Japan

Speakers

Daisuke Iwase

President, Lifenet Insurance Company

Takumi Shibata

President and CEO, Nikko Asset Management

Keiko Tashiro

Senior Executive Managing Director and Head of Overseas Operations, Daiwa Securities Group

Fri 9/15
10:15 am - 11:15 am

Open for Business: Myanmar's Great Comeback

With a newfound openness towards foreign investments, a vast reserve of natural resources, a population with a median age of 27, and literacy and mobile penetration rates at 90 percent, Myanmar holds great potential for the regional and global economy. But on the road to reform, the new civilian government has a large task at hand to manage intense international business pressures. This session will explore:

  • What are the key challenges and roadblocks faced by Myanmar in its transition to a full democracy?
  • What are the positive ripple effects of Myanmar's political and economic progression on the wider regional and global economic community?
  • Can foreign investors, businesses, and governments play a role in supporting the young nation's comeback, and where are the opportunities for collaboration?

 

 

 

Moderator

Staci Warden

Executive Director, Center for Financial Markets, Milken Institute

Speakers

Azeem Azimuddin

CFO and Advisor to Chairman, AYA Bank Ltd.

Serge Pun

Chairman, Serge Pun & Associates Ltd.

Sean Turnell

Special Economic Consultant to the State Counsellor, Government of Myanmar; Director of Research, Myanmar Development Institute

Fri 9/15
11:30 am - 12:30 pm

Global Capital Markets Advisory Council Roundtable (Invite Only)

The Global Capital Markets Advisory Council (GCMAC) meeting brings together institutional investors from around the world for a wide-ranging discussion about financial markets. GCMAC is made up of senior leaders of large funds who represent more than $20 trillion in assets under management. For nearly a decade, the GCMAC has provided CIOs of the world's largest pension funds, endowments, foundations, insurance companies, and sovereign wealth funds with a private, off-the-record forum to discuss the opportunities and challenges facing institutional investors.

Moderator

Richard Ditizio

President and Chief Operating Officer, Milken Institute

Speakers

Yezdi Chinoy

CEO, Generali Investments Asia Ltd; Regional CIO, Asia, Assicurazioni Generali S.p.A.

Suyi Kim

Head of Asia-Pacific, CPPIB

Hisae Sato

Chief Investment Officer, Nissan Motor Pension Fund

James Yuan

CIO, Shin Kong Life

Fri 9/15
11:30 am - 12:30 pm

The Asian Phenotype: An Unmet Medical Need?

For the last century, medical research has been key to the improvement in the health and longevity of the world's population. Only recently has increasing attention been paid to the differences between the Caucasians, the main subjects of the majority of medical research, and Asians. This panel brings to light the diseases where research into the Asian phenotype is lacking and discusses the need for deeper collaboration in our fight to advance healthcare.

  • What are the diseases where the Asian population is more at risk of contracting or developing as compared to other groups?
  • As precision medicine advances, will clinical differences in healthcare and treatment between ethnic groups become more distinct?
  • How can investors and philanthropists help to fill the gap?

 

 

 

Moderator

Benjamin Seet

Executive Director, Biomedical Research Council, A*STAR

Speakers

John Connolly

Chief Scientific Officer, Tessa Therapeutics

Laurent Metz

Health Economics and Market Access Lead, Johnson & Johnson Medical Asia Pacific

Arthur Mark Richards

Director, Cardiovascular Research Institute, National University Hospital

Patrick Tan

Deputy Executive Director, A*STAR; Professor, Duke NUS Medical School

Fri 9/15
11:30 am - 12:30 pm

Wisdom and Worldviews: Perspectives from Asia's Leaders

The world's attention is back on Asia. The region continues to grow in economic power and investment opportunities and its big businesses are at the forefront of these global shifts. This panel of Asia's top business leaders will discuss:

  • Amidst daily chaotic news out of Washington and rising protectionism in Europe, what is their perspective of the world right now and how do they see global developments affecting Asia's economy?
  • How have they responded to increasingly rapid business development and activity in Asia over the past two decades?
  • What is the future of Asia and what are the opportunities for the region to step up as a global leader?

 

 

 

Moderator

Karen Davila

Anchor, Correspondent and Radio Commentator, ABS-CBN News

Speakers

Ho Kwon Ping

Executive Chairman, Banyan Tree Holdings

Serge Pun

Chairman, Serge Pun & Associates Ltd.

Teresita Sy-Coson

Vice Chairperson, SM Investments Corporation; Chairperson, BDO Unibank, Inc.

Fri 9/15
12:30 pm - 2:00 pm

Lunch Program | Leadership Lessons from the Road Less Traveled

This discussion gathers leaders across different industries to share their experiences from their unique career paths. From taking risks and stepping out of comfort zones, to rising to the top of their game, this dialogue will explore the lessons they have learned in life, leadership, and success. Which was the lesson that has made all the difference?

 

 

 

Moderator

Oriel Morrison

Anchor, CNBC Asia-Pacific

Speakers

Naomi Campbell

Model, Actress and Businesswoman

Jeremy Coller

Chairman and Chief Investment Officer, Coller Capital

Mika Häkkinen

Two Time Formula One World Champion

Joseph C. Tsai

Executive Vice Chairman, Alibaba Group

John Wood

Founder, Room to Read

Fri 9/15
2:30 pm - 3:30 pm

Beyond the Belt and Road Initiative: Financing Asia's Needs

As protectionist policies shift trade from advanced economies toward more rapid-growing regions in Asia, accessing capital in a financial system dominated by state and family entities will pose a challenge to capital adequacy to fund Asia's greatly-needed projects. China's "Belt and Road Initiative" to fund Asia's infrastructure needs is a cooperative trade-based means to put resources to work. Market-based signals can help allocate resources more efficiently, but will require greater participation by non-state financial institutions like banks and private equity firms in a deeper market-based ecosystem.

  • How can institutions amplify market signals and broaden access to capital with bank-based financial systems and embryonic financial markets?
  • How can we ensure adequate access to capital with a financial system dominated by state or family-directed financial flows?

 

 

 

Moderator

William Lee

Chief Economist, Milken Institute

Speakers

Paul Gruenwald

Managing Director and Chief Economist, Asia-Pacific, S&P Global

Gerald Keefe

Managing Director and Head of Asia-Pacific Corporate Banking, Citi

Lincoln Leong

CEO, MTR Corporation

Joachim von Amsberg

Vice President, Policy and Strategy, Asian Infrastructure Investment Bank (AIIB)

Fri 9/15
2:30 pm - 3:30 pm

Feeding the Planet: Innovations in Food and Agriculture

The world's population is expected to grow by almost 2 billion in the next 20 years. Along with increasing rural-to-urban migration flows, the world is approaching a crisis of food production. In Asia, India and Indonesia will be two of the biggest contributors to this growth. Rapid urbanization has caused a shift in tastes toward processed food, while at the same time, low-income communities struggle to even meet their minimum nutritional requirements. This panel explores innovations to continue feeding the world's hungry with not just quantity, but quality.

  • How can Asia tackle its Triple Burden of undernutrition, obesity and micronutrient malnutrition through innovative finance and agricultural technologies?
  • What role does technology play in meeting changing dietary needs and preferences?
  • How are corporations, entrepreneurs and investors fueling innovations to satisfy the desire for healthier options?

Moderator

Sharanjit Leyl

Producer and Presenter, BBC World News; President, Foreign Correspondents Association of Singapore

Speakers

Jeremy Coller

Chairman and Chief Investment Officer, Coller Capital

David Lee

Chief Operating Officer, Impossible Foods

Beverley Postma

CEO, HarvestPlus

Jason Strong

Chairman, A-EUFTA Red Meat and Livestock Industry Taskforce

Fri 9/15
2:30 pm - 3:30 pm

Hedge Funds Asset Owners Roundtable (Invite Only)

In a period of low single-digit returns, traditional hedge fund fee structures are too onerous. This has led to poor outcomes and pressure on hedge funds from investors such as pensions, insurance companies, and sovereign wealth funds to reassess fee structures. Additionally, many hedge fund strategies contain elements of market beta that are available to investors for free. Our roundtable of leading asset owners will share their views on questions such as:

  • How can asset owners and hedge fund managers compromise on a solution that reflects these realities?
  • Can innovations, such as "1 and 30" fee structures, lead to better alignment for both hedge fund managers and their investors?
  • How should the hedge fund business model evolve?

Moderator

John Claisse

CEO, Albourne Group

Speakers

Steve Algert

Managing Director and Asst. Treasurer, The J. Paul Getty Trust

Roman Berri

Global Head, IPS Fund Management, UBS Wealth Management

Ted Lee

Senior Portfolio Manager, CPPIB

Paul Murray

Head of Debt and Absolute Returns, Victorian Funds Management Corporation

Soon Kian Lee

Managing Director, Pacific Eagle Asset Management

Fri 9/15
2:30 pm - 3:30 pm

Investment Titans: Dispelling the Myth of Emerging Markets

Breaking out of the short-term mindset, it's easy to see how emerging markets will define growth in the 21st century. But while they promise rapid growth and an exploding consumer class, they've also been marked by periods of instability and dramatic upheaval. This panel of investment titans dispels the myth of risky emerging markets and discusses how to find return without taking on undue risk.

  • How can investors promote growth in emerging markets and can this have a positive impact on developed markets?
  • What countries have been adopted reforms necessary for businesses to flourish and attract investment?
  • Where can investors find underexploited opportunities and good valuations?

 

 

 

Moderator

Mark Wiseman

Global Head of Active Equities, BlackRock; Chairman, BlackRock Alternative Investors

Speakers

David Bonderman

Chairman and Founding Partner, TPG

Binod Chaudhary

Chairman, CG Corp. Global

Arif Naqvi

Founder and Group Chief Executive, The Abraaj Group

Fri 9/15
3:45 pm - 4:45 pm

Jobs of 2037: Preparing for the Future

Humans have weathered the last two shifts in the global labor market; from the agricultural sector to manufacturing to the corporatization of the workforce, humans have always taken center stage. But the breakneck speeds at which automation, robotics, and AI are being developed are quickly displacing humans from jobs. This panel will discuss how humans can continue to stake their claim in a job market that is continually and increasingly contested by revolutionary developments in technology.

  • What will be the new categories of jobs to emerge?
  • How can those who lose their jobs be re-trained and re-integrated into the workforce?
  • How will requisite skill sets change in industries, and what can companies, educational institutions, and governments do to prepare the future workforce?

 

 

 

Moderator

Michael Milken

Chairman, Milken Institute

Speakers

Josephine Teo

Minister, Prime Minister’s Office; Second Minister, Ministry of Manpower and Ministry of Foreign Affairs, Republic of Singapore

Joseph C. Tsai

Executive Vice Chairman, Alibaba Group

Igor Tulchinsky

Founder, Chairman and CEO, WorldQuant LLC

Jaime Augusto Zóbel de Ayala

Chairman and CEO, Ayala Corporation

Fri 9/15
3:45 pm - 4:45 pm

Young Leaders Circle | Conversation with David Bonderman, TPG (Invite Only)

Guest

David Bonderman

Chairman and Founding Partner, TPG

Interviewer

Cecilia Ma Zecha

Consultant and Coach, Clarity Media Group

Guest

David Bonderman

Chairman and Founding Partner, TPG

Closing Remarks

Petra Freddi

Director, Business and Program Development, Milken Institute Asia Center

Fri 9/15
5:00 pm - 6:00 pm

Closing Reception

Fri 9/15
5:00 pm - 6:00 pm

Young Leaders Circle | Cocktails and Networking (Invite Only)