Asia Summit 2018

Asia Summit 2018

Program


Wednesday, September 12, 2018

Wed 9/12
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 2018 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

Senior Associate, Asia, Milken Institute

Speaker

Perry Wong

Managing Director, Research, Milken Institute

Wed 9/12
11:00 am - 5:30 pm

Women Leaders' Summit (By invitation only)

Global platforms such as the Milken Institute play an important role in promoting inclusion in leadership by showcasing a diversity of perspectives and providing a high-profile stage on which women can see leaders like themselves. The aim of the Women Leaders' Summit is to motivate and inspire the next generation of women leaders in finance. Following the success of the inaugural Women Leaders' Summit in 2017, the second year will convene 300 leaders and next generation of women leaders in finance for stimulating discussions around leadership, empowerment, and inspiration.

For more information about this event, please click here.

Wed 9/12
2:00 pm - 6:00 pm

Asia's Food and Agriculture Leaders Roundtable (By invitation only)

Advancements in agri-tech, food engineering, nutritional science, and infrastructure management are transforming the food industry for the better. From healthier products and more sustainable farming methods to changing consumer preferences, this food revolution will provide the solutions to relieve a planet under pressure. To help catalyze these solutions, the Milken Institute is hosting a private roundtable for food leaders to build collaboration across sectors in order to meet the growing and changing consumer demands in Singapore and across the region.

To RSVP for this session, please contact Amos Garcia at agarcia@milkeninstitute.org.

Introduction By

Christina Ferzli

Associate Director, Center for Public Health, Milken Institute

Moderators

Dave Chen

Chairman and Head of Product Development and Research, Equilibrium

Ryan Shadrick Wilson

Senior Advisor, Center for Public Health, Milken Institute

Wed 9/12
3:30 pm - 6:00 pm

Investing in Regional Innovation: Boosting the ROI (By invitation only)

Economic investment in biomedical innovation is a political priority for Asian leaders. By 2020, China is set to outspend the United States in research and development investment. South Korea and Japan have some of the highest rates of research and development expenditure in the world, as a percentage of GDP. Singapore alongside several other ASEAN nations lists biomedical science as a strategic government focus. But what is the payoff of driving national investment in localized innovation hubs? Can nations build comparative advantages and adapt strategies to pursue underfunded opportunities with potential for greater impact?

To RSVP for this session, please contact Anushka Mangharam at amangharam@milkeninstitute.org.

Moderator

Tanisha Carino

Executive Director, FasterCures

Speakers

Carl Firth

CEO, ASLAN Pharmaceuticals

Annalisa Jenkins

Chairman, Cell Medica

Wed 9/12
6:00 pm - 8:00 pm

Thursday, September 13, 2018

Thu 9/13
7:00 am - 8:00 pm

Registration

Thu 9/13
8:00 am - 8:45 am

Frank Luntz: The State of American Politics and Public Opinion, 2018

In this exclusive private gathering, political expert Frank Luntz offers his insights into President Donald Trump's tenure thus far. With poorly articulated policy strategies, haphazard public communications, and seemingly spontaneous declarations, President Trump has made it difficult for the public to understand the direction of his administration with respect to a range of important economic, financial, and social issues. We talk with Frank about the latest happenings in the White House, how to make sense of President Trump's words and actions, and how his first two years in office will influence the public as they head towards the midterm elections.

Moderator

Conrad Kiechel

Managing Director, Event Programming, Milken Institute

Speaker

Frank Luntz

Founder and President, Luntz Global

Thu 9/13
9:00 am - 10:00 am

Opening Plenary | A World in Transition: What Matters For Asia

The world is at a crossroads, and Asia--which is increasingly at the center of global economic, financial, and political gravitas--is no exception. From demographic shifts, such as rapid population aging and an emerging middle class, to technological disruptions, including the rise of blockchain and artificial intelligence, there is a host of forces that leaders in the region must learn to navigate, should they seek to survive and flourish in today's uncertain and ever-evolving world. What matters now for Asia and its citizens, ten years after the Global Financial Crisis? How can companies and countries take advantage of the opportunities presented by rampant change and triumph in this era of disruption?

Opening Remarks

Michael Klowden

CEO, Milken Institute

Moderator

Haslinda Amin

Anchor and Chief International Correspondent for Southeast Asia, Bloomberg Television

Speakers

Heenam Choi

CEO, Korea Investment Corporation

Ravi Menon

Managing Director, Monetary Authority of Singapore

Ning Tang

Founder, Chairman and CEO, CreditEase

Thu 9/13
9:00 am - 10:00 am

CryptoCurrently: How Virtual Currencies Went from Mania to Mainstream

Cryptocurrencies continue to be a subject of heated debate. Crypto's collective market capitalization surpassed $5 billion dollars in 2017, a 22-fold increase from the year before. Still, the industry remains highly volatile; the value of Bitcoin, for one, collapsed by more than 50% at the start of 2018. The security of virtual currencies and e-wallets remains in a precarious state; 56 cyber attacks have resulted in over $1.6 billion in losses since 2011. How are crypto technologies expected to evolve? Will cryptocurrencies revolutionize global financial markets and digital infrastructure? How can companies who seek to venture into this industry find a semblance of stability amidst extreme uncertainty?

Opening Remarks

Laura Deal Lacey

Executive Director, Asia, Milken Institute

Moderator

Andrew Peaple

Asia Editor, Heard on the Street, The Wall Street Journal

Speakers

Bill Barhydt

Founder and CEO, ABRA

Ron Cao

Founder and Managing Director, Sky9 Capital

Karen Chen

Chairman and CEO, Coinsuper

Sam Englebardt

Co-Founder and Partner, Venture Investments and Strategic Partnerships, Galaxy Digital

Jeffrey Lin

CEO, Global Crypto Offering Exchange (GCOX)

Thu 9/13
9:00 am - 10:00 am

Asia's Next Frontier: Building Capabilities for Translational Research

Over the past decade, Asia has experienced great investment in biomedical research and development and, as a result, incredible advances in biomedical innovation. However, large gaps in commercializing research still exist. Is the region prepared to overcome the "Valley of Death" and translate basic research discoveries to commercial success? What is necessary to improve translational research capacity? What can be done to incentivize investments in translational research? What successful financing models are leading the way?

Moderator

Tanisha Carino

Executive Director, FasterCures

Speakers

Christiana Bardon

Managing Director, UBS Oncology Impact Fund, MPM Capital

Carl Firth

CEO, ASLAN Pharmaceuticals

Annalisa Jenkins

Chairman, Cell Medica

Baiju Shah

CEO, BioMotiv; Co-Leader, The Harrington Project for Discovery & Development

Thu 9/13
9:00 am - 11:00 am

Family Office CIO Roundtable (By invitation only)

Moderator

Silvana Hleap

Chief Investment Officer, Ivanhoe Capital Corporation

Thu 9/13
10:15 am - 11:15 am

Uncertain Times: The State of Global Capital Markets

 A possible global trade war, strong earnings combined with shifts in monetary policies have all been a consistent source of concerns for investors this year. The volatility and geopolitical tensions show no sign of letting up in the close of 2018. Where are investors finding the biggest opportunities despite this risks in global capital markets? How will are investors cutting through the geopolitical noise to find opportunities to make money in the short term and in the long term? How is new technology changing the way these decisions are being made? Can increasingly systematized markets function properly in unprecedented situations? What often overlooked indicators should investors consider as they think about asset allocation and capital structure strategies? Which indicators are being given too much weight? What are the investment themes that will shape the markets in 2019?

 

 

Opening Remarks

Ian McKay

CEO, Invest in Canada

Moderator

Michael Milken

Chairman, Milken Institute

Speakers

Ilfryn Carstairs

Partner and Co-Chief Investment Officer, Värde Partners

Nobel Gulati

CEO, Two Sigma Advisers, LP

Sir Michael Hintze

Founder, Chief Executive and Senior Investment Officer, CQS

Christopher Smart

Head of Macroeconomic and Geopolitical Research, Barings

Thu 9/13
10:15 am - 11:15 am

Real Estate: Cyclical and Structural Disruption

In a world of low returns and high liquidity, global real estate remains an attractive option for investors and high net worth individuals seeking to preserve long-term wealth. With the US interest rate cycle turning, where should investors look for value through the next cycle? The panel will reflect on several questions: How cycles vary between US, Europe, and Asia Pacific, and where do the risks lie? Does the longer-term structural rise of Asia Pacific and demand for real estate affect the assessment of allocations and the types of return available? Will technology change shift the type of real estate assets that will see the highest growth rates of demand? With migration of tech millennial talent to global centers like Singapore, are we seeing the rise of "winner takes all" cities? Finally, how are the ESG investment preferences of high net worth individuals being actualized and through which institutions are they aligning those preferences?

Opening Remarks

Hugh Andrew

Managing Director and Head of Real Estate Asset Management, BlackRock

Moderator

Megan Walters

Head of Research, Asia Pacific, JLL

Speakers

Kenneth Gaw

President and Managing Principal, Gaw Capital Partners

Alex Jeffrey

Head of APAC, M&G Investments

John Lim

Group CEO, ARA Asset Management Limited

Thu 9/13
10:15 am - 11:15 am

Hacking Health: The Future of Humankind

The field of health technology is booming like never before, with funding to digital health startups reaching an all-time high in 2018. The use of technology to improve the delivery and consumption of care has the potential to drastically alter doctor-patient interactions, reduce costs, and improve health outcomes. In addition, the scope of big data and analytics to personalize medicine and improve patient experiences present an unprecedented window of opportunity in the healthcare industry, in which spending will balloon to $8.7 trillion by 2020. This panel will explore the interaction of technology and health, and the potential of HealthTech to change the future of medicine.

Moderator

Jeannette Ickovics

Dean of Faculty and Professor of Social Sciences, Yale-National University of Singapore

Speakers

Jeremy Cao

General Manager, BGI-Asia Pacific, BGI Genomics

Julien de Salaberry

Founder and CEO, Galen Growth Asia

Christopher Hall

Head of Health Solutions (APAC), Fitbit

Joseph Wong

Managing Partner, AID Health Tech Fund, AID Partners

Lihan Zhou

Co-Founder and CEO, MiRXES

Thu 9/13
11:30 am - 12:30 pm

Global Credit Markets: Opportunities in Volatility

The credit market appears to be on pace for record sales this year as investors flock toward collateralized loan obligations. The continued increase in demand is encouraging issuers to relax terms to an extent that could be well below the terms prior to the financial crisis. At the same time global monetary shifts and higher bond yields' continue to impact credit markets. On this panel, we ask several questions: what impact did central banks' decision to increase interest rates on investors credit strategies? And how are the adjusting for additional monetary policy changes? How are investors adjusting to concerns that credit terms might be getting weaker? What are some of the less obvious challenges facing this asset class? How will 2018 come to close for credit investors and what should investors expect for 2019? Will covenant light loans continue to dominate in 2019? Where are the bright spots?

Moderator

Michael Milken

Chairman, Milken Institute

Speakers

Pierre de Chillaz

Partner and Head of European Investments, GoldenTree Asset Management

Robert Petty

Co-Founder, Clearwater Funds; Co-CEO and Co-Chief Investment Officer, Fiera Capital (Asia)

Ron Schachter

Co-Founder and Managing Partner, Nine Masts Capital

David Warren

CEO, Chief Investment Officer and Founding Partner, DW Partners

Thu 9/13
11:30 am - 12:30 pm

Playing With Your Food: Innovating a Healthier Future

Humans have been innovating food for tens of thousands of years. From cross-breeding staple crops for more robust yields to manipulating genes to enhance favorable traits, we have played with our food to better meet the quantity and quality demanded by growing populations. Today, innovating food comes at a time when it's most needed; the planet is under tremendous agricultural stress and diet-linked morbidity rates are on the rise. We gather food leaders and investors to discuss the opportunities that food technology provides to improve the health of individuals and of the planet.

Moderator

Ryan Shadrick Wilson

Senior Advisor, Center for Public Health, Milken Institute

Speakers

Perumal Gandhi

Co-Founder, Perfect Day Inc.

Sky Kurtz

Co-Founder and CEO, Pure Harvest Smart Farms

David Rosenberg

Co-Founder and CEO, AeroFarms

David Yeung

Co-Founder, Green Monday

Thu 9/13
11:30 am - 12:30 pm

Payments Roundtable (By invitation only)

How money is defined and transacted is evolving faster than most can grasp. Trends points to a new future of payments, one moving rapidly away from traditional systems and infrastructure towards a new, digital experience. The fintech revolution, the boom of technology-enabled solutions, the need for new regulatory requirements, and the importance of keeping data safe and private are all part and parcel of this shifting industry. But this new era in payments poses challenges that companies need address today. To catalyze solutions, the Milken Institute is hosting this working group to identify the best practices, principles, regulations in creating a vibrant payments ecosystem in Asia.

Thu 9/13
12:30 pm - 2:00 pm

Lunch Program | The Evolution of Leadership

Leadership, as it's said, is borne out of experience and exposure. But global trends and technological disruptions have demanded new and intentional rethinking of what it means to be a leader. Indeed, the digital age has placed today's leaders under more scrutiny and accountability from their organizations and from the public. It has also provided them with more information to predict future trends across industries and across the world. In this context, how have the principles of leadership changed? Are we in an era of a new set of leadership characteristics? What's needed for today's leaders to succeed and how different is it from the past?

Opening Remarks

Heidi Toribio

Managing Director, Banks & Broker Dealers, Standard Chartered Bank

Moderator

Sharanjit Leyl

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

Speakers

Marina Mahathir

Writer and Activist

Michael Owen

FIFA Ballon d'Or Winner, Former Liverpool, Real Madrid, Manchester United and England Player

Igor Tulchinsky

Founder, Chairman and CEO, WorldQuant LLC

John Wood

Founder, Room to Read

Thu 9/13
12:30 pm - 2:00 pm

Smarter Cities for a Smarter World

Over the next seven years, smart city technologies around the world are expected to generate over US$2 trillion in market value. From online accommodation platforms and e-hailing apps to home automation and telemedicine, the private sector will play a vital role in providing digital solutions for the cities of tomorrow. This lunch panel will assess the opportunities and risks associated with smart city initiatives and review the latest applications in harnessing technology and data to make cities more sustainable, convenient, and inclusive. What are the building blocks of a "smart city"? Where do Asian metropolises stand in the deployment of digital solutions, and what do they stand to gain? Which industries will be most affected by the smart cities movement? How can companies and governments work together to build a more livable future?

Moderator

Jonathan Woetzel

MGI Director and Senior Partner, Shanghai, McKinsey Global Institute

Speakers

Hugh Andrew

Managing Director and Head of Real Estate Asset Management, BlackRock

Nayef Khalid Al Khalifa

CEO, Urban Planning and Development Authority, Kingdom of Bahrain

Robert Rosenstein

Chairman and Founder, Agoda

Lauren Sorkin

Managing Director, Asia Pacific, 100 Resilient Cities

Thu 9/13
12:30 pm - 2:00 pm

Private Bank Alternative Investment Solutions Roundtable (By invitation only)

Strong global economic trends over the past decade have resulted in material wealth accumulation with a record number of ultra-high net worth individuals around the world. According to some estimates, the rapid growth in Asia creates an Asian billionaire every other day. As private banks and asset managers position themselves to offer increasingly sophisticated tailored products, alternative investments continue to play a key role to provide multi-faceted solutions for their clients. This roundtable brings together leading fund investors and selectors to explore areas of interest for clients in the alternative investments landscape, highlight strategies that make the most sense given the global market outlook, and share best practices in alternative investment manager research and due diligence, covering the private equity, private credit and hedge fund investments.

Moderator

Alper Daglioglu

Managing Director, Head of Global Investment Manager Analysis, Traditional and Alternative Investments, Morgan Stanley

Speakers

Roger Bacon

Head of Investments, Asia Pacific, Citi Private Bank

Marc Lansonneur

Managing Director, Head of Managed Solutions and Investment Governance, DBS Bank

Qiu Jin

Chief Investment Officer, Wealth Service Centre, CICC

Donald Rice

Managing Director, Deputy Head of Fund Solutions, Head of Alternative Fund Solutions, Asia Pacific, Credit Suisse

Diana Robinson

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

Thu 9/13
2:00 pm - 2:30 pm

Networking Break

Thu 9/13
2:30 pm - 3:30 pm

India in Focus: Capturing Growth Drivers for the Next Decade

As the world's fastest-growing major economy with a large, young, and intelligent workforce, India is often posited as an emerging superpower. With rapidly developing private sector industries, especially its technology sector, and progressive regulatory policies, India is attracting larger capital flows and investments from domestic and foreign investors. On this panel, senior executives in business and finance and policy analysts will discuss the growth opportunities and challenges for India's private sector and the economic prospects of the broader Indian subcontinent.

Moderator

Reuben Abraham

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

Speakers

V. Bunty Bohra

Advisory Director, Goldman Sachs

James Crabtree

Associate Professor in Practice and Senior Fellow, Centre on Asia and Globalisation, Lee Kuan Yew School of Public Policy, National University of Singapore

Diwakar Gupta

Vice-President for Private Sector and Co-Financing Operations, Asian Development Bank

Rajiv Lall

Founder, Managing Director and CEO, IDFC Bank India

Anita Marangoly George

Executive Vice-President, Strategic Partnerships and Growth Markets, CDPQ India

Ranu Vohra

Managing Director and CEO, Avendus Capital

Thu 9/13
2:30 pm - 3:30 pm

Artificial Intelligence, Real Impact

While we may not yet have flying cars, artificial intelligence (AI) is already pervasive in our everyday lives.  The technology is evolving full tilt with immense economic opportunity and the potential to upheave lives, industries, and governments as we know them. But while there are definite upsides, there is also a dark side. How should we take the warnings of figures like Stephen Hawking and Elon Musk regarding the potential hazards of AI? How will the adoption of AI technologies be impacted by regulation? What role can humans play alongside machines that are capable of learning?

Moderator

Ralph Simon

Chairman and CEO, Mobilium Global Limited

Speakers

Ayesha Khanna

CEO, ADDO AI

Virginie Maisonneuve

Chief Investment Officer, Eastspring Investments

Humera Malik

Founder and CEO, Canvass Analytics

Nadia Thalmann

Director, Institute for Media Innovation; Visiting Professor, College of Engineering, NTU

Thu 9/13
3:45 pm - 4:45 pm

Building Funds of Tomorrow: Technology and Talent in the Future of Asset Management

This year as asset managers find new investment opportunities that stay ahead of geopolitical uncertainty and market volatility, they are also developing new paths to scale and grow their firms. All the while, rapidly evolving new tools like artificial intelligence and predictive technologies are impacting the demands and requirements of the talent pool. How can fund managers pick the right strategies and people necessary to build a world-class investment team? How do fund managers view the relative role of humans versus computers in their business as new technologies continue to transform the investment industry? What are specific examples of how new technologies, including data analytics, have transformed strategies not only for investing but building out their company and brand? How can managers think about growing your business in the face of capacity constraints? What strategies can asset managers implement to maintain steady growth, even in times of geopolitical uncertainty? How do human capital issues like training and retaining the best talent, be solved?

Moderator

David Francl

Managing Director, Absolute Return, San Francisco Employees' Retirement System

Speakers

Teresa Barger

CEO, Cartica Management LLC

Michael DeAddio

President and Chief Operating Officer, WorldQuant LLC

Eddie Fishman

Executive Committee member, Managing Director and Chief Operating Officer, The D. E. Shaw Group

Taylor O'Malley

Co-Founding Partner and President, Balyasny Asset Management

Thu 9/13
3:45 pm - 4:45 pm

The Rise of Blockchain: How To Trust Strangers

Blockchain has been hailed as a revolutionary step forward in how businesses and individuals transact. By combining a decentralized, cryptographically-protected ledger and an incentivized process of transaction verification, blockchain removes elements of mistrust because transactions are transparent-- buyers and sellers can see exactly what the terms were and when they were made. The process is already being applied throughout business operations, data protection, and market transactions. The opportunities are limitless. Is your business ready for blockchain?

Moderator

Adam Burden

Senior Managing Director and Global Lead, Intelligent Engineering Services, Accenture

Speakers

Cory Johnson

Chief Market Strategist, Ripple

Tianmin Liu

Vice President, CreditEase; General Manager, YiQiFin

Sopnendu Mohanty

Chief FinTech Officer, Monetary Authority of Singapore

Kaidi Ruusalepp

CEO and Co-Founder, Funderbeam

Thu 9/13
4:30 pm - 7:00 pm

Changing Perspectives on Long-Term Investments (By invitation only)

This roundtable on employing a longer-term focus in business and investment decision-making will convene leading asset owners and investors who are thoughtful above and beyond their own portfolio. Participants will have the opportunity to share their views in a private setting on the engagement between corporations and investors, risks to long-term capital allocations, stakeholder management as well as develop practical tools relevant to their organizations. This will be an off the record meeting for an exclusive group of senior regional leaders, organized in collaboration with FCLT Global.

Opening Remarks

Richard Ditizio

President and Chief Operating Officer, Milken Institute

Moderators

Sarah Williamson

CEO, FCLT Global

Speakers

Suyi Kim

Head of Asia Pacific, Canada Pension Plan Investment Board

Steffen Meister

Executive Chairman, Partners Group

Dilhan Pillay

Deputy CEO, Temasek International Pte. Ltd.

Satish Rai

Chief Investment Officer, OMERS

Ronald Wuijster

CEO, APG Asset Management

Thu 9/13
5:00 pm - 6:00 pm

How China Is Transforming Southeast Asia

In recent years, China and Southeast Asia have engaged in increasingly complex economic and security relations. Even with deepening diplomatic, cultural, and economic ties, tensions remain. From China’s nine-dash line and the String of Pearls, to its rapidly expanding infrastructure network under the Belt and Road Initiative, Beijing’s growing influence in the region is both visible and invisible. To spectators around the world, China’s rise may be cause for alarm, but for Southeast Asia, China may also be considered an ally in advancing regional economic growth. Do Belt and Road projects represent an avenue for long-term connectivity and growth or are they risky investments that threaten to entrap countries in unsustainable debt? How can Southeast Asia balance the trade-off between its deepening partnership with China with regional security and cohesion?

Moderator

Kirk West

Executive Director, Investments, Principal Global Investors

Speakers

Paul Gruenwald

Managing Director and Global Chief Economist, S&P Global Ratings

Robin Hu

Head of Sustainability and Stewardship Group, Temasek International Pte. Ltd.

Jonathan Woetzel

MGI Director and Senior Partner, Shanghai, McKinsey Global Institute

Francis Sock Ping Yeoh

Executive Chairman, YTL Group of Companies

Thu 9/13
5:00 pm - 6:00 pm

Investing for Immortality

With auction sale values now reaching hundreds of millions of dollars, the return on investment on an art masterpiece can be tremendous. But more than a hefty profit, this asset class offers something that very few investment opportunities do: a shot at immortality. We remember the Medicis not only for their statesmanship or business acumen, but for their legacy as early supporters and patrons of Michelangelo, Leonardo Da Vinci, Sandro Boticelli, and other great masters of art. While the possibility of immortality is certainly there, the odds are tough. What are the risks and opportunities for investment associated with this growing asset class? What are the avenues for investment? What sets good art apart? How can art investors maximize their chances of earning a page in history?

Moderator

Helen Lee

Art Collector and Philanthropist

Speakers

Ben Clark

Deputy Chairman, Asia, Christie's

Elizabeth Gustilo

Senior Director, Ayala Museum; Senior Director, Arts and Culture, Ayala Foundation

Drue Kataoka

Artist in Residence, Google VR (TiltBrush); CEO, Drue Kataoka Art Studios

Pearl Lam

Founder and Owner, Pearl Lam Galleries

Thu 9/13
5:00 pm - 7:00 pm

CEO Roundtable (By invitation only)

In this exclusive, closed-door meeting, regional and global leaders in finance and business gather to exchange ideas on Asia's most pressing economic and financial issues. This meeting will provide an opportunity for participants to hear frank, unfiltered insights from a diverse group of participants. A global transformation is underway, and Asia is right in the middle. The vast region is increasingly being considered as the world's economic center, with China at the helm. Global market movements, shifting political tides, emerging demographic trends, and relentless breakthroughs in technology are shaping the region in ways that will impact the rest of the world. Now is the time for Asia to prepare for the future and shape the world for decades to come.

Moderator

Timothy Dattels

Managing Director, TPG Capital Asia

Thu 9/13
6:00 pm - 7:00 pm

Thu 9/13
7:00 pm - 9:00 pm

Dinner Program | Crazy Rich Asians

Opening Remarks

Michael Milken

Chairman, Milken Institute

Moderator

Curtis S. Chin

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

Speakers

Amy Cheng

Actress

Janice Koh

Actress

John Penotti

President, Ivanhoe Pictures; Producer, Crazy Rich Asians

Performer

Lanlan Chu

International Peking Opera Singer

Friday, September 14, 2018

Fri 9/14
7:00 am - 4:00 pm

Registration

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

Media and Trust: A Global Concern

Trust in major democratic institutions is plummeting and the media is both culprit and victim. In America, a longstanding promoter of liberal democracy, citizens estimate that 62% of the news they see in newspapers, on TV and hear on the radio is biased, 44% of it is inaccurate, and 39% is misinformation. In fact, all corners of the world are struggling to combat this issue. Foreign entities are even weaponizing disinformation to influence other countries' domestic politics and discourse. Nevertheless, although global trust in social media platforms has declined from 53% in 2017 to 51% in 2018, trust in traditional journalism has rebounded from 54% to 59%. What are the causes and consequences of the collapse in trust in media, journalism, and the information ecosystem over the past several years? What role does social media have in this mistrust? How should governments, businesses, and ordinary citizens unite to tackle this trend?

Introduction By

Heng Wing Chan

Senior Advisor, Asia, Milken Institute; Singapore Non-Resident Ambassador to the Republic of Austria

Moderator

Stephen Salyer

President and CEO, Salzburg Global Seminar

Speakers

Gerard Baker

Editor-at-Large, The Wall Street Journal

Warren Fernandez

Editor-in-Chief, The Straits Times

Victor Mallet

Asia News Editor, Financial Times

Maria A. Ressa

CEO and Executive Editor, Rappler Inc.

Fri 9/14
8:00 am - 9:00 am

Global Capital Markets Advisory Council (GCMAC) Roundtable (By invitation 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

Clara Chan

Chief Investment Officer, Private Markets, Hong Kong Monetary Authority

Joel Hinkhouse

Director of External Public Markets, Investment Management Division, Teacher Retirement System of Texas

Jang Dong-Hun

Chief Investment Officer, Public Officials Benefit Association

Damian Lillicrap

Head of Investment Strategy, QSuper

Hisae Sato

Chief Investment Officer, Nissan Motors Pension Fund

Fri 9/14
8:15 am - 8:45 am

Press Pause: Wellbeing for the Always On

Jay Shetty, a former monk who has made it his mission to make 'wisdom go viral', talks productivity, contentment and success. When life feels like it's always "go, go, go" it is easy to forget about our own wellbeing. Jay will share the important practices and mindfulness techniques that can help decrease stress, increase productivity, and put you on the pathway to personal and professional success.

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

Of Tweets and Trade: U.S. Outlook

How do we best understand recent economic actions by U.S. President Trump? Trade actions seem to loom against both American adversaries and close allies. Tweets from the White House inform yet complicate our understanding of the President's intentions. This panel of business and political experts will discuss recent economic developments in the United States, and provide an outlook for the coming year. How can we characterize Trump's relationship to China, which he simultaneously admires for its strength and denounces for its economic behavior? To what extent do recent US actions stem from Trump's domestic interests versus broader geopolitical motivations?

Moderator

Gerard Baker

Editor-at-Large, The Wall Street Journal

Speakers

Christine BN Chin

Dean, School of International Service, American University

Carlos Gutierrez

Chair, Albright Stonebridge Group; Former U.S. Secretary of Commerce

Gilbert Kaplan

Under Secretary of Commerce for International Trade, U.S. Department of Commerce

Frank Luntz

Founder and President, Luntz Global

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

Breaking the Bank: How Asian FinTechs Are Redefining Financial Services

Asia's online financial services market is on track to reach US$ 72 billion by 2020. From China to Southeast Asia, fintech companies are rivaling banks in helping customers transact. While banks continue to play integral roles as pillars of the local economy, fintech firms are grabbing up very niche segments of financial services away from traditional institutions. What does the future of financial services look like? How can traditional financial institutions continue to stay relevant in the face of disruptive technology?

Moderator

Dan Murphy

Correspondent, CNBC International

Speakers

Kevin Jacques

Vice President and Head of Visa Ventures, Visa

Donald Lacey

Chief Operating Officer and Managing Director, Ping An Voyager Fund

Akshay Naheta

Partner, SoftBank Investment Advisers; Managing Director, Strategic Finance, SoftBank Group

Simon Paris

CEO, Finastra

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

Mind The Gap: Financing Resilient Infrastructure

As countries across Asia look to close their infrastructure gaps, they must grapple with the escalating impacts of urbanization, globalization, and climate change. Costs associated with climate change mitigation and adaptation alone are projected to increase developing Asia's infrastructure investment needs by US$200 billion per annum over the next 12 years, in addition to the US$1.5 trillion already needed. What steps can governments and multilateral organizations take to further increase private investment in infrastructure? What roles should these actors play in assessing the risks and benefits of new projects? What is needed to create a steady stream of public-private partnership projects that are not only bankable, but simultaneously advance sustainable development?

Moderator

Alison Nankivell

Vice President, Global Expansion, Business Development Bank of Canada/Export Development Canada

Speakers

Jose Rene D. Almendras

Managing Director, Ayala Corporation; President and CEO, AC Infrastructure Holdings Corporation

Stephen Groff

Vice President, East Asia, Southeast Asia and the Pacific, Asian Development Bank

Jingdong Hua

Vice President and Treasurer, International Finance Corp.

Leslie Maasdorp

Vice President and Chief Financial Officer, New Development Bank

Fri 9/14
9:15 am - 11:15 am

Chairman's Circle | Philanthropy Saving Lives (By invitation only)

With the demographics and lifestyles of Asian populations rapidly evolving, so are the health risks and illnesses that affect the region. Yet, little has been done to accelerate medical research for novel therapies. Medical philanthropy can be instrumental in plugging this gap. The goals of this exclusive roundtable, which gathers a select group of family business leaders, philanthropists and ultra-high-net-worth individuals, are to increase awareness about unmet medical needs, and to discuss practical ways to accelerate the discovery of therapies through strategic philanthropy.

Moderator

LaTese Briggs

Senior Director, Center for Strategic Philanthropy, Milken Institute

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

A Brave New World: Preparing for the Jobs of Tomorrow

Technological advancements have reduced, or even removed, the need for humans to perform certain tasks. With technology being aggressively introduced to industries across the board, there arise various perspectives that range from optimistic, to skeptic and dystopian. This panel will discuss how to keep up with the job market as participants, leaders, and organizations. What kind of skills should people bring to the table in an age like ours? What does it mean to be an effective and visionary leader at a time when economic, social, and even talent trends are continuously evolving? How should companies prepare strategically, while not leaving their people behind, to thrive in this world?

Moderator

Gianfranco Casati

Group CEO of Growth Markets, Accenture

Speakers

Achal Agarwal

President, Asia-Pacific, Kimberly-Clark Corporation

Olivier Legrand

Managing Director and Vice President, Asia Pacific and China, LinkedIn

Yasukane Matsumoto

Founder and CEO, RakSul Inc.

Brian Rogove

Founder and CEO, A-Star-Education

Ole Ruch

Head of Global Strategy, WeWork

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

Putting Principle into Practice: How to Make Sustainability Profitable

Sustainable business practices have until recently centered around marketing and empty promises. Today, more and more businesses have realized that sustainability is not just a buzzword but an important driver of profitability. The concept of conscious business is becoming increasingly popular as customers become more informed, demanding accountability from the businesses they engage with. This panel will discuss how various companies have incorporated principles of ESG (environment, social and governance), offering insight into how sustainability as core tenet of their operations is not only better ethics, but better business.

Moderator

Ryan Brennan

Vice President, Office of Investment Policy, Overseas Private Investment Corporation

Speakers

Curt Custard

Chief Investment Officer, Newton Investment Management

Hiromichi Mizuno

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

John Murphy

President, Asia Pacific Group, The Coca-Cola Company

Hugh O'Reilly

President and CEO, OPTrust

Mark Watson

Head of Sustainable Development, John Swire & Sons (HK) Ltd.

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

ASEAN in Focus: Big Risks, Bigger Rewards

Home to over 650 million people, ASEAN is poised to become the world’s fourth largest economy by 2050. The region has been rocked by territorial tussles and major political shifts in recent years, but a rapidly growing consumer class, a young and tech savvy population, and vibrant service and manufacturing sectors portend a bright economic future for the region. What are the key obstacles facing businesses and investors in ASEAN? What are the economic prospects for the region, especially as it moves towards deeper integration? How can the region overcome the remaining constraints to development, and take its rightful place as an economic power on the world stage?

Moderator

Danny Quah

Dean and Li Ka Shing Professor in Economics, Lee Kuan Yew School of Public Policy, National University of Singapore

Speakers

James McCormack

Global Head of Sovereign and Supranational Ratings, Fitch Ratings

Naveen Menon

President, ASEAN, Cisco Systems Inc.

Michael W. Michalak

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

Nazir Razak

Chairman, CIMB Group

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

Stewards of Prosperity: Timeless Values for an Evolving Asia

Asia's monumental rise has largely been driven by a handful of iconic businesses whose leading pioneers have created pillars of growth and development in their respective countries. As growth in the region accelerates, we gather prominent business leaders to discuss how they are adapting their businesses to leverage opportunities in Asia's changing economies and demographics, while carrying forward the values on which their companies are rooted.

Moderator

Rahul Malhotra

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

Speakers

Binod Chaudhary

Chairman, CG Corp Global

Serge Pun

Chairman, Serge Pun & Associates (Myanmar)

Chairul Tanjung

Founder and Chairman, CT Corp

Jaime Augusto Zóbel de Ayala

Chairman and CEO, Ayala Corporation

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

Europe in Focus: Governance and Influence

Uncertainty has certainly rocked the boat globally this year, and provocative economic and political policy coming from the White House is sending other global powers looking for stability elsewhere. Nowhere has this been more prevalent than between Europe and Asia - where it seems the only border between the two is that lying across the Ural Mountains. It does seem, however, that with Belt and Road Initiative and the Nuremberg Declaration tying the knot between the two regions, the future of the partnership is promising. On this Europe in Focus panel, we have political and economic heavy-weights from both Europe and Asia discussing the future between the regions, and how the unpredictability of worldwide international relations will mold their future relationship.

Moderator

Henny Sender

Chief Correspondent, International Finance, Financial Times

Speakers

François Fillon

Former Prime Minister of France; Senior Partner, Tikehau Capital

Jingdong Hua

Vice President and Treasurer, International Finance Corp.

Lord Mandelson

Chairman, Global Counsel; Former European Trade Commissioner and British First Secretary of State

David Mann

Global Chief Economist, Standard Chartered Bank

Kotaro Tamura

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

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

Beyond Hedge Funds (By invitation only)

In the old days, you had a simple set of commingled hedge funds. Nowadays, hedge funds look at co-investing, factor investing, artificial intelligence, emerging managers, innovative structures, and fees. What is the outlook for the industry, and how can managers thrive in this jungle of information? Leading asset owners will share their views on how the new hedge fund model should look.

Moderator

John Claisse

CEO, Albourne Group

Speakers

Fahad Albader

Head of Managed Funds, Gulf Investment Corporation

David George

Deputy Chief Investment Officer, Public Markets, Australia Future Fund

Andrea Hankova

Co-Head of Investment Research, Hedge Funds, Kedge Capital

Noorsurainah Tengah

Head of Absolute Return and Commodities Strategy, Brunei Investment Agency

Roslyn Zhang

Managing Director and Head of Hedge Fund Investments, China Investment Corporation

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

Lunch Program | The Revolutionaries: Innovating a New Asia

Having the willingness to maneuver risk-laden landscapes has always been key to achieving business success in Asia. Innovation is lauded as the impetus behind Asia's entrepreneurial breakout, with many key players in today's business arena having matured from humble, start-up backgrounds. This panel brings together Asia's pioneering entrepreneurs to share how courage can translate into regional impact for the better and their motivations that have propelled them to great heights. While others prepare for the future, how are they reshaping it?

Moderator

Oriel Morrison

Anchor, CNBC International

Speakers

Robbie Antonio

Founder and CEO, Revolution Precrafted

Tony Fernandes

Group CEO, AirAsia; Co-Group CEO, AirAsia X

Forrest Li

Founder, Chairman and Group CEO, Sea

Chatri Sityodtong

Founder, Chairman and CEO, ONE Championship

Andre Soelistyo

President, GO-JEK

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

How To Live To An Active 100

We are living in a time when life expectancy is increasing to 100 years. But this doesn't mean that those extra years are necessarily healthy ones. With chronic and neurodegenerative diseases on the rise, translating this additional life expectancy into successful aging will require the transformation of public and private institutions leveraging innovative technologies to ensure older adults have the tools to live well. Be it through professional employment, education, or community programs, these opportunities must be intentionally woven into the fabric of society. What solutions and technologies can facilitate pro-active healthcare management? How can businesses benefit from both a healthier elderly demographic and one that is active in their institutions? How can public policies encourage active living and capture its benefits for others?

Moderator

Paul Irving

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

Speakers

Wilfred Blackburn

CEO, Prudential Singapore

Catherine Collinson

President and CEO, Transamerica Institute; Executive Director, Aegon Center for Longevity and Retirement

Jim Mellon

Entrepreneur and Investor; Chairman, Burnbrae

Ofer Tzadik

Co-Founder and Chief Operating Officer, Tyto Care

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

Networking Break

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

Global Investment Outlook

Market sentiment has shifted from 2017's surprise growth and low volatility to 2018's rise in macro uncertainty and tightening financial conditions as U.S. rates rise. Yet major stock indexes are near record highs, despite a somewhat turbulent first half of the year. Private equity firms continue to raise mega-billion dollar funds and merger activity continues to consolidate in all industry. According to a report, the number of publicly listed companies in the U.S. has fallen by a fifth over the last decade, and by half over the last 20 years. Where are we in this point of the cycle? Is the balance of power is shifting from public markets available to all investors into private markets? With near record levels of dry powder, how could global markets absorb all of that cash? Which industries have pockets of opportunity for investors - and do those industries differ across the U.S., Asia and Europe?

Moderator

Steve Krouskos

Global Vice Chair, Transaction Advisory Services, EY

Speakers

David Bonderman

Chairman and Founding Partner, TPG Capital

Michael Carmen

Partner, Private Equity Lead Portfolio Manager and Equity Portfolio Manager, Wellington Management

Brian Sheth

Co-Founder and President, Vista Equity Partners

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

A New World Dis-Order: Understanding Asia's Evolving Geopolitical Situation

The maelstrom of increasing economic and political polarization is not only altering geopolitical dynamics in the West, but in Asia as well. Unbalanced globalization and threats of authoritarianism are catching the eyes of political and business leaders alike. Recent developments with North Korea, many argue, are bound to alter regional and global structures. In a continent fraught with conflicts like the Rohingya crisis and escalating tensions in the South China Sea, how should businesses react? How can leaders in Asia take steps to resolve and avert conflict? What are the prospects for peace and stability in the region?

Moderator

Maura Fogarty

Singapore Bureau Editor, BBC News

Speakers

Ho Kwon Ping

Executive Chairman, Banyan Tree Holdings Limited

Robert Kelly

Professor of International Relations, Pusan University

Yasuhide Nakayama

Chairman, Foreign Affairs Committee in the Lower House and Member, House of Representatives, Japan; Former State Minister for Foreign Affairs, Japan

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

Indonesia in Focus: The Strong Push Forward

From 2010 to 2016, Indonesia grew its economy from the 27th largest to the 16th largest in the world, and is pushing to be in the top 10 by 2030. The current administration is taking purposeful strides to implement policies to address the country's complex infrastructure, economic, social, and environmental needs. At the same time, the private sector continues to rapidly transform the country's growth sectors, from fintech and e-commerce to real estate and healthcare. But achieving greater growth will require additional investments in technology and human capital, heightened productivity, increased trade flows, and further foreign investment. This panel gathers Indonesia's government and business leaders to discuss the opportunities of "Making Indonesia 4.0".

Moderator

Dino Patti Djalal

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

Speakers

Thomas Lembong

Chairman, Indonesia Investment Coordinating Board

Noni Purnomo

President Director, Blue Bird Group Holding

John Riady

Director, Lippo Group

William Tanuwijaya

Founder and CEO, Tokopedia

Patrick Walujo

Co-Founder and Managing Partner, Northstar Group

Fri 9/14
2:30 pm - 5:00 pm

Silver to Gold: The Business of Aging (By invitation only)

21st-century aging will transform economies and businesses the world over. As such, this year's Roundtable will address the burgeoning business prospects presented by this growing demographic. Indeed, as the elderly cohort grows, several market opportunities are emerging, including technologies, innovations in housing, transportation, leisure, and travel. Older adults are also growing human capital resource with the capacity to power business and economic expansion as entrepreneurs, innovators, employees, and colleagues in intergenerational workforces. Understanding these possibilities can encourage institutions to focus and change - moving in new business directions and adopting age-forward strategies and as the great demographic shift progresses.

Moderator

Paul Irving

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

Fri 9/14
3:45 pm - 5:00 pm

Closing Plenary | Preparing for Asia's Future

Over the last several decades, Asia has become an increasingly influential player on the world economic and political stage. The region is racing to harness the power of technology and digital connectivity to drive its economies toward a new era of growth and prosperity, but there is no doubt that these are times of uncertainty and change. From technological breakthroughs to geopolitical tensions, shifting demographic tides to rising ocean tides--Asia faces its fair share of challenges, despite its successes. This panel of distinguished speakers explores the bellwethers of a world in transition and how Asia can prepare for the future.

Moderator

Kevin Sneader

Global Managing Partner, McKinsey & Company

Speakers

Pierre Beaudoin

Chairman of the Board, Bombardier Inc.

Jeffrey Jaensubhakij

Group Chief Investment Officer, GIC

Michael Milken

Chairman, Milken Institute

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

Young Leaders Circle | Conversation with Tony Fernandes

Moderator

Petra Freddi

Director, Business and Program Development, Asia, Milken Institute

Speaker

Tony Fernandes

Group CEO, AirAsia; Co-Group CEO, AirAsia X

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

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