Conference Agenda
Day 1 - Tuesday, May 28

^ Open to media

7:45 - 8:45

Breakfast & Registration

8:45 - 8:50

Opening Remarks^

Mr. Daisuke Mototani

Senior Managing Director, Global Markets, Nomura 

(Grand Ballroom - Level 1)

8:50 - 9:50

Plenary Session: The global economic outlook^

Moderator:

Mr. Robert Subbaraman, Head of Global Macro Research and Co-head of Global Markets Research, Nomura

Panelists:

Mr. Lewis Alexander, Chief US Economist & Head of US Fixed-Income Research, Nomura

Mr. George Buckley, Chief European Economist, Nomura

Dr. Ting Lu, Chief China Economist, Nomura

Mr. Takeshi Miwa, Chief Japan Economist, Nomura

(Grand Ballroom - Level 1)

9:50 - 10:00

Morning Refreshments

(Grand Ballroom - Level 1)

10:00 - 10:50

Plenary Session: An APAC vision - Asian equity markets outlook^

Moderator:

Mr. Jim McCafferty, Joint-Head of APAC Equity Research, Nomura

Panelists:

Mr. CW Chung, Head of Research, Korea and Pan-Asia Tech / Semiconductors Research, Nomura

Mr. Saion Mukherjee, Head of India Equity Research, Nomura

Mr. Katsushi Saito, Joint-Head of APAC Equity Research / Head of Asia-Pacific Industrials Research, Nomura

Mr. Chetan Seth, Equity Strategist, Nomura

(Grand Ballroom - Level 1)

11:00 - 11:50

Keynote Address: A Short Tour of Global Risks^

Prof. Carmen M. Reinhart, Minos A. Zombanakis Professor of the International Financial System, Kennedy School of Government, Harvard University

Moderator:

Mr. Robert Subbaraman, Head of Global Macro Research and Co-head of Global Markets Research, Nomura

(Grand Ballroom - Level 1)

12:00 - 13:20

Lunch Keynote Address: How will Asia navigate the new world order?^

Prof. Danny Quah, Dean & Li Ka Shing Professor of Economics at the Lee Kuan Yew School of Public Policy, National University of Singapore

Moderator:

Mr. Lewis Alexander, Chief US Economist & Head of US Fixed-Income Research, Nomura

(Grand Ballroom - Level 1)

13:30 - 14:20

Panel Discussion: Rejuvenating Malaysia | Panel Discussion: 2H19 Asia credit outlook

 - Panel Discussion: Rejuvenating Malaysia - 

Panelists:

Dr. Muhammed Abdul Khalid, Economic Adviser, Government of Malaysia

Datuk Kadir Jasin, Special Adviser, Media and Communications, Prime Minister’s Office, Malaysia


Moderators: 

Tushar Mohata, Head of Malaysia Equity Research, Nomura

Euben Paracuelles, Chief ASEAN Economist, Nomura

(Millenia 1 - Level 2)

- Panel Discussion: 2H19 Asia credit outlook - 

Panelists:

Mr. Ronie Ganguly, Director & Credit Portfolio Manager, Blackrock

Ms. Li Choo Tay, Head of Fixed Income, ISPS, SEA, HSBC Private Bank

Mr. Jin Zhou, Managing Director & Head of Fixed Income, Orient Finance Holdings (HK)

Mr. Robert Subbaraman, Head of Global Macro Research, Nomura

Moderator: 

Ms. Annisa Lee, Head of Flow Credit Desk Analyst, Asia ex-Japan, Nomura

(Millenia 2 - Level 2)

14:30 - 15:20

Panel Discussion: India: Politics vs Economics^ | Presentation: FX market outlook^

 - Presentation: India: Politics vs Economics - 

Mr. Sanjeev Sanyal, Principal Economic Adviser, Ministry of Finance, Government of India

Moderator:

Ms. Sonal Varma, Chief India Economist, Nomura

(Millenia 1 - Level 2)

 - Presentation: FX market outlook: dusk or dawn - 

Mr. Craig Chan, Head of Global FX Strategy, Nomura

Mr. Yunosuke Ikeda, Head of FX Strategy, Japan, Nomura

(Millenia 2 - Level 2)

15:20 - 15:30

Afternoon Refreshments

15:30 - 16:20

Panel Discussion: The future of e-payments in ASEAN^ | Presentation: Macro thematic update - where are the asymmetries?^

 - Panel Discussion: The future of e-payments in ASEAN - 

Panelists:

Mr. Patrick Ngan, CEO & Co-Founder, QFPay

Ms. Caecilia Chu, Co-Founder & CEO, YouTrip

Mr. Aik-Phong Ng, Managing Director, Fave Singapore & FavePay

Moderator:

Mr. Andrew Orchard, ASEAN and China Internet & Media Research Analyst, Asia ex-Japan, Nomura

(Millenia 1 - Level 2)

 - Presentation: Macro thematic update - where are the asymmetries? - 

Mr. Charlie McElligott, Cross-asset Macro Strategist, Americas, Nomura

(Millenia 2 - Level 2)

16:30 - 17:20

Keynote Address: Does AI change everything?^

Mr. Azeem Azhar, Founder of Exponential View

Moderator:

Mr. Jim McCafferty, Joint-Head of APAC Equity Research, Nomura

(Millenia 1 - Level 2)

18:00 - 20:00

Cocktail Reception

Doors open at 17:30

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Day 2 - Wednesday, May 29

^ Open to media

7:45 - 8:30

Breakfast & Registration

8:30 - 9:50

Keynote Address: The Chinese economy - growth recovery, policy and RMB^

Dr. Tao Guan, Chair Professor of Wuhan University & Former Director General of Department of Balance of Payments, State Administration of Foreign Exchange

 

Moderator:

Dr. Ting Lu, Chief China Economist, Nomura

(Grand Ballroom - Level 1)

10:00 - 10:50

Panel Discussion: If low rates are the new normal again, should we be content with lower risk premia?

Panelists:

Mr. Mark Ong, Head, Asia Pacific Equities, GIC

Mr. Eugene Fung, Head of Credit & Equities, BFAM Partners

Mr. Sandeep Aggarwal, Head of Flow Credit, Asia ex-Japan, Nomura

Mr. Anant Swarup, Head of Flow Macro, Asia ex-Japan, Nomura

 

Moderator:

Ms. Corrinne Teo, Head of Credit Sales, Asia ex-Japan, Nomura

(Grand Ballroom - Level 1)

10:50 - 11:00

Morning Refreshments

(Grand Ballroom - Level 1)

11:00 - 11:50

Presentation: Mega Trends (5 Drivers) that are Shaping Consumer Preferences^ | Issues which keep me awake at night^

- Presentation: Mega Trends (5 Drivers) that are Shaping Consumer Preferences -

Ms. An Hodgson, Head of Income and Expenditure Research, Euromonitor International

 

Moderator:

Ms. Emily Lee, Hong Kong & China Consumer Equity Research Analyst, Asia ex-Japan, Nomura

(Millenia 1 - Level 2)

 - Presentation: Issues which keep me awake at night -

Mr. Alastair Newton, Founder & CEO, Alavan Business Advisory

(Millenia 2 - Level 2)

12:00 - 13:20

Lunch Keynote Address: The other half of macroeconomics and the fate of free trade^

Mr. Richard Koo, Chief Economist, Nomura Research Institute

(Grand Ballroom - Level 1)

13:30 - 14:20

Panel Discussion: 5G - notes from around the globe^ | Life after July 2018: how developers and agents navigate tighter housing policies

 - Panel Discussion: 5G - notes from around the globe - 

Panelists:

Mr. Sichang Yang, 5G Consultant & former Solution Marketing Director at ZTE

Mr. Daisaku Masuno, Head of Asia Pacific Media & Internet Research, Nomura

Mr. Jeffrey Kvaal, US Communications Equity Research Analyst, Instinet

 

Moderator:

Mr. Bing Duan, China Telecom and Technology Research Analyst, Asia ex-Japan, Nomura

(Millenia 1 - Level 2)

 - Panel Discussion: Life after July 2018: how developers and agents navigate tighter housing policies - 

Panelists:

Mr. Hari V Krishnan, CEO, PropertyGuru

Ms. Regina Lim, Head of Capital Markets Research - Southeast Asia, Jones Lang LaSalle

Mr. Jack Chua, CEO, ERA Realty Network

 

Moderator:

Mr. Leif Chang, Head of China Property Equity Research, Asia ex-Japan, Nomura

(Millenia 2 - Level 2)

14:30 - 15:20

Nomura: An APAC vision - Auto - Regulations: the real driving force behind electrification^ | Panel Discussion: Food sustainability & alternative foods^

 - Nomura: An APAC vision: Auto - Regulations: the real driving force behind electrification - 

Mr. Masataka Kunugimoto, Head of Global Autos & Auto Parts Research, Nomura

Mr. Benjamin Lo, Head of Hong Kong Research & China Autos Research, Asia ex-Japan, Nomura

Ms. Angela Hong, Korea Autos Research Analyst, Asia ex-Japan, Nomura

Mr. Kapil Singh, India Auto & Auto Parts Research Analyst, Asia ex-Japan, Nomura

(Millenia 1 - Level 2)

 - Panel Discussion: Food sustainability & alternative foods - 

Panelists:

Dr. Ka Yi Ling, CTO, Shiok Meats (a cell-based clean meat company)

Mr. Vikas Garg, Founder & CEO, abillionveg

 

Moderator:

Mr. Andrew Orchard, ASEAN and China Internet & Media Research Analyst, Asia ex-Japan, Nomura

(Millenia 2 - Level 2)

15:20 - 15:30

Afternoon Refreshments

15:30 - 16:20

Nomura: An APAC vision - Industrial^ | Presentation: MSCI China A share inclusions^

- Nomura: An APAC vision - Industrial: Outlook for machinery cycle, and competitive landscape of Asia and Japanese companies - 

Mr. Katsushi Saito, Joint-Head of APAC Equity Research / Head of Asia-Pacific Industrials Research, Nomura
Mr. Shaotang Lee, Taiwan Technology Hardware Research Analyst, Asia ex-Japan, Nomura

(Millenia 1 - Level 2)

 - Presentation: MSCI China A share inclusions - why, what, when and what does it mean for your equity portfolios? - 

Mr. Oleg Ruban, Head of Analytics Applied Research for Asia Pacific, MSCI

Moderator:

Mr. Chetan Seth, Equity Strategist, Nomura

(Millenia 2 - Level 2)

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