The conference will be held between Monday 16 June & Friday 20 June.
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Guest Arrival in Singapore
(Transportation & lodging arrangements) Mandarin Oriental |
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| 5.00pm-7.00pm |
Welcome Reception
MO Bar, Mandarin Oriental |
Capital Group Singapore Office
| 9.00am |
Capital Group Opening Remarks
Benno Klingenberg-Timm, CFA, CAIA Head of Institutional Business, Europe & Asia Pacific, Capital Group |
|---|---|
| 9.15am |
CIO Perspectives
Chief Investment Officer, Public Equities at GIC Partner, Equity Investment Analyst at Capital Group |
| 9.45am |
INSEAD Keynote Lecture
The Global Economic Landscape: Opportunities and Threats Professor of Economics and Political Science at INSEAD |
| 11.15am | Networking Break |
| 11.45am |
Capital Markets Assumptions
Most major investors use quantitative asset allocation models to frame their investment strategy. How does a world in transition inform capital market assumptions, and what does this mean for investment strategy? Partner, Solutions Portfolio Manager and Research Director at Capital Group |
| 12.30pm | Lunch |
| 1.30pm |
China's Economic Crossroads
China is at a critical turning point. Will the economy transition from investment led to consumer driven? How will geopolitics impact the export sector and technology development? What will be the long term impact of property sector challenges? Economist at Capital Group |
| 2.15pm |
India's Rise: Following China's Path?
In recent years, India has emerged as a macro and geopolitical force to be reckoned with. Is India set to follow the trail blazed by China over the last 30 years? How robust is India’s outlook in the short and long term, and how will it be different from China? Partner, Macro Analyst at Capital Group |
| 3.00pm | Networking Break |
| 3.30pm |
American Exceptionalism: Reality, Resilience, and Investor Implications
Is it real, can it endure and what does it mean for investors? Partner, Economist at Capital Group Investment Director at Capital Group |
| 4.15pm |
Navigating Complexity
How Geopolitics, Macroeconomics, Demographics, Climate and Technology Will Shape the Future Investment Landscape Founder & CEO of AphaGeo |
| 5.15pm | End |
INSEAD Campus
| 9.00am |
INSEAD Opening Remarks
Partner, Fixed Income Portfolio Manager at Capital Group and INSEAD Board of Director |
|---|---|
| 9.05am |
Artificial Intelligence
Professor of Technology and Operations Management at INSEAD |
| 9.30am | Group Photo |
| 9.40am |
INSEAD Deep Dive Workshop: Strategic Data Decision & Artificial Intelligence
This session explores the intersection of data science, AI, and human judgment in decision-making. While AI and data-driven methods have transformed decision-making through automation and predictive analytics, human intuition remains crucial in navigating uncertainty. Participants will examine the strengths and limitations of both AI and human judgment, common cognitive biases, and emotional barriers that impact decisions. Through interactive discussions and exercises, attendees will learn strategies to mitigate biases and leverage data-driven insights effectively. The session will conclude with a hands-on exercise to identify opportunities for integrating AI and data-driven approaches in decision-making. Associate Professor of the Decision Sciences area at INSEAD |
| 12.30pm |
Lunch
INSEAD Campus |
| 2.00pm |
Economic outlook and growth opportunities
The global growth prospects in an environment of high uncertainty. Since 2019 the global economy has shown a surprising degree of resilience successfully navigating a global pandemic and an inflationary episode. But the first five months of 2025 have raised many concerns and companies now face an unusual degree of uncertainty. Is the world on the brink of a recession? What will be the reaction of central banks? And what is the role of current financial market developments on potential future scenarios? Professor of Economics at INSEAD |
| 3.00pm | Break |
| 3.30pm |
Navigating Debt Market Dynamics: Influence of Long-Term Debt Dynamics on Investing
Professor of Finance at INSEAD |
| 5.00pm | End |
| 7:15pm | City of Others: Asian Artists in Paris, 1920s - 1940s at National Gallery Singapore |
Capital Group Singapore Office
| 9.00am |
Geopolitical Shifts: Implications for Sovereign Investors
Vice Chair of Capital Group International and Former US Ambassador to Germany (2013-2017) |
|---|---|
| 9.45am |
Global FX - An investment framework and the USD
Partner, Research director of CSR Macroeconomics at Capital Group |
| 10.15am |
Governance: Understanding Strong Governance Frameworks to Ensure Sustainable Growth
Partner, Equity Portfolio Manager at Capital Group and Chair of the Asian Corporate Governance Association (ACGA) Secretary General, Asian Corporate Governance Association (ACGA) |
| 11.00am | Networking Break |
| 11.30am |
Investment Panel Discussion
How should geopolitical agendas inform the governance and objectives of investment funds? How does corporate governance impact the outlook for Asian equity markets? Partner, Equity Portfolio Manager at Capital Group and Chair of the Asian Corporate Governance Association (ACGA) Partner, Fixed Income Portfolio Manager at Capital Group and INSEAD Board of Director |
| 12.30pm | Lunch |
| 1.30pm |
Sovereign Wealth Funds Outlook and Trends
Founder and Managing Director of Global SWF |
| 2.15pm |
Artificial Intelligence
Partner, Equity Investment Analyst at Capital Group (virtual) Investment Analyst at Capital Group Investment Director at Capital Group |
| 3.45am | Networking Break |
| 4.00pm |
Transition Finance: From Theory to Practice
Global Head of ESG at Capital Group Division Head of the Markets and Ecosystem Development Division at the Monetary Authority of Singapore |
| 5.00pm | Bringing It All Together |
| 5.30pm | End |
| 6.00pm-8.00pm |
Closing Dinner
Artemis |
McKinsey Innovation & Learning Center
| 9.00am-11.00am |
Excursion
Visit of an I4.0.and AI model factory that brings to life the "art of possible"
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