Navigating Paradoxes:

Strategies for Thriving in a World of Constant Flux

16-20 June 2025| Capital Group Office & INSEAD campus, Singapore

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Agenda

The conference will be held between Monday 16 June & Friday 20 June.

Monday 16 June

Guest Arrival in Singapore
(Transportation & lodging arrangements)
Mandarin Oriental
5.00pm-7.00pm Welcome Reception
TBC

Tuesday 17 June

9.00am Capital Group Opening Remarks

Benno Klingenberg-Timm, CFA, CAIA

Head of Institutional Business, Europe & Asia Pacific, Capital Group
9.15am CIO Perspectives
9.45am INSEAD Keynote Lecture
The Global Economic Landscape: Opportunities and Threats

Prof Pushan Dutt

Professor of Economics and Political Science at INSEAD
11.15am Networking Break
11.45pm 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?

Raj Paramaguru

Solutions Portfolio Manager and Research Director at Capital Group
12.30pm Lunch
2.00pm 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?

Stephen Green

Economist at Capital Group
2.45pm 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?

Anirudha Dutta

Macro Analyst at Capital Group
3.30pm Networking Break
4.00pm American Exceptionalism: Reality, Resilience, and Investor Implications
Is it real, can it endure and what does it mean for investors?

Jared Franz

Economist at Capital Group

Andy Budden

Investment Director at Capital Group
4.45pm Navigating Complexity
How Geopolitics, Macroeconomics, Demographics, Climate and Technology Will Shape the Future Investment Landscape

Dr. Parag Khanna

Founder & CEO of AphaGeo

Wednesday 18 June

9.00am INSEAD Opening Remarks & Artificial Intelligence

Sameer Hasija

Professor of Technology and Operations Management at INSEAD

Julien Gaertner

Equity Investment Analyst at Capital Group (virtual)
10.00am INSEAD Deep Dive Workshop
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.

Prof Miguel Lobo

Associate Professor of the Decision Sciences area at INSEAD
12.30pm Lunch
INSEAD Campus
2.00pm INSEAD Deep Dive Workshop

Navigating Debt Market Dynamics: Influence of Long-Term Debt Dynamics on Investing and Economic Growth

  • Long term debt dynamics and fiscal deficits. How will the secular migration of debt from consumer to governments evolve? What will make governments re-focus on balancing their budgets? How can they do this and what does it mean for bond investors?
  • Role reversal of developed and emerging markets, with DMs having long term fiscal deficits and no appetite to return to surplus. What lessons can DM investors be learned from the EM experience?
  • Migration of debt from public to private. What are the implications and how will this trend evolve.
  • What are the implications on investing and how would they shape economic growth?

Prof Massimo Massa

Rothschild Chaired Professor of Banking and Professor of Finance at INSEAD

Luis Freitas de Oliveira

Fixed Income Portfolio Manager at Capital Group and INSEAD Board of Director

Thursday 19 June

9.00am Geopolitical Shifts: Implications for Sovereign Investors

John Emerson

Vice Chair of Capital Group International and Former US Ambassador to Germany (2013-2017)
9.45am Global FX - An investment framework and the USD

Jens Søndergaard

Research director of CSR Macroeconomics, London
10.15am 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?

Steven T. Watson

Equity Portfolio Manager at Capital Group and Chair of the Asian Corporate Governance Association (ACGA)

Luis Freitas de Oliveira

Fixed Income Portfolio Manager at Capital Group and INSEAD Board of Director
11.00am Networking Break
11.30am

Governance: Understanding Strong Governance Frameworks to Ensure Sustainable Growth

  • How does fund governance need to evolve in a world of expanding fiscal deficits?
  • How can improving corporate governance release investment potential?
  • How likely is that to play out in Asia?

Steven T. Watson

Equity Portfolio Manager at Capital Group and Chair of the Asian Corporate Governance Association (ACGA)

Amar Gill

Secretary General, Asian Corporate Governance Association (ACGA)
12.30pm Lunch
1.30pm Sovereign Wealth Funds Outlook and Trends

Diego López

Founder and Managing Director of Global SWF
2.00pm Artificial Intelligence
3.30am Networking Break
4pm Energy Transition

Jessica Ground

Global Head of ESG at Capital Group
5.00pm Bringing It All Together
6.00pm-8.00pm Closing Dinner
TBC

Friday 20 June

9.00am-11.00am Excursion

Visit of an I4.0.and AI model factory that brings to life the "art of possible"

  • AI Experience Nexus – Digital procurement, AI enabled process optimization
  • Supply Chain Control Tower – E2E Supply Chain management, AI Scope 3 emission tracking
  • EV Battery Disassembly Line – AGV demo, Energy efficiency monitoring
  • Hyper-Personalization Line – Maintenance 4.0, Maintenance using ChatGPT
TBC