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Day 1 Agenda

Tuesday, June 3

08:55 - 09:00

Opening Remarks

Speaker:

Mr. Rig Karkhanis, Head of Global Markets, Nomura

09:00 - 10:20

The Global Economic Outlook: Charting Different Courses

Moderator:

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

Speakers:

Dr. George Buckley, Chief European Economist, Nomura   
Dr. Ting Lu, Chief China Economist, Nomura     
Dr. Kyohei Morita, Chief Japan Economist, Nomura   
Dr. David Seif, Chief Economist, Developed Markets, Nomura    
Ms. Sonal Varma, Chief Economist, India and Asia ex-Japan, Nomura   

10:30 - 11:45

Asian Equity Markets Outlook

 

Moderator:

Mr. Chetan Seth, Asia-Pacific Equity Strategist, Nomura 

Speakers:

Mr. Tomochika Kitaoka, Chief Equity Strategist, Nomura
Mr. Saion Mukherjee, Head of India Equity Research, Nomura   
Ms. Cindy Park, Head of Asia Energy Research & Head of Research Korea, Nomura   

12:00 - 13:15

Global Market at a Crossroad – US Fighting Inflation & China Fighting Deflation

Speaker:

Mr. Richard Koo, Chief Economist, Nomura Research Institute 

13:30 - 14:20

2H 2025 Asia Credit Outlook

Moderator:

Mr. Nicholas Yap, Head of Flow Credit Desk Analysts, Nomura

Speakers:

Mr. Jonathan Conley, Head of Treasury Advisory at UOB

Ms. Zhu Lei, Head of Asia Fixed Income, Fidelity International

Ms. Siew-Huey Loong, Deputy Head of Fixed Income, Fullerton Fund Management

Mr. Smit Rastogi, Portfolio Manager, Fixed Income, UBS Asset Management Singapore Ltd

14:30 - 15:20

Nomura's Top FX and Rates Views

 

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

Speakers:

Mr. Dominic Bunning, Head of G10 FX Strategy, Nomura

Mr. Yujiro Goto, Head of FX Strategy Japan, Nomura

Mr. Albert Leung, Head of Asia ex-Japan Rates Strategy, Global Markets Research, Nomura

15:30 - 16:20

Trump 2.0: Political Realignment and Global Influence

Moderator:   

Dr. David Seif, Chief Economist, Developed Markets, Nomura

Speaker:

Mr. Mick Mulvaney, Former Acting Chief of Staff for Trump

16:20 - 17:10

Keynote Address: India

Moderator:

Ms. Sonal Varma, Chief Economist, India and Asia ex-Japan, Nomura    

Speaker:

Dr. V. Anantha Nageswaran, Chief Economic Advisor, India (virtual)

17:10 - 18:00

U.S. - China Relations: Implications For Geopolitics And Markets

Moderator:

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

Speaker:

Mr. Dan Alamariu, Chief Geopolitical Strategist, Alpine Macro

18:00 - 18:30

Standup Live Performance

Speaker:

Dr. Jason Leong, Standup Comedian

 

18:30 - 20:30

Cocktail Reception

The Ritz-Carlton, Grand Galleria

Day 2 Agenda

Wednesday, June 4

09:00 - 09:50

Fireside Chat: Assessing Global Geopolitical Trends

Moderator:

Ms. Corrinne Teo, Co-Head of Global Markets Sales, Asia ex-Japan, Nomura 

Speaker:

Mr. Bilahari Kausikan, Chairman, Middle East Institute

 

10:00 - 10:50

Fireside Chat: Europe Caught Between the US, China, and Russia

 

Moderator:

Dr. George Buckley, Chief European Economist, Nomura

Speaker:

Mr. Simon Kuper, British author and journalist, Financial Times

 

11:00 - 11:50

Fireside Chat: Prospects for a Mar-a-Lago Accord

Moderator:

Dr. David Seif, Chief Economist, Developed Markets, Nomura

Speaker:

Mr. Zoltan Pozsar, Founder and CEO of Ex Uno Plures and Former Senior Advisor, U.S. Department of the Treasury 

 

12:00 - 13:00

Singapore Keynote Address: Singapore’s Economic Resilience Taskforce

Moderator:
Mr. Nags Sankaranarayanan, Senior Managing Director of Nomura Holdings, Inc., Representative Director and CEO of Nomura Asia Pacific Holdings Co., Ltd. 

Speaker:

Mr. Chee Hong Tat, Minister for Transport and Second Minister for Finance, Government of Singapore

 

13:30 - 14:20

Investor Panel: Redefining Portfolios – The New Era of Multi Asset Allocation

 

Moderator:

Mr. Hamzah Kahloon, Co-Head of Global Market Sales, Asia ex-Japan, Nomura

Speakers:

Mr. Aurèle Storno, CIO, All Roads Multi Asset Franchise, Lombard Odier Investment Managers
Mr. Daniel Caderas, Head Global Tactical Asset Allocation APAC, BlackRock
Mr. Jean de Kock, Investment Consulting Director for Asia, Mercer 

14:30 - 15:20

Why Alternatives Matter More Than Ever: A Fireside Chat on the Future of Investing

Moderator:

Mr. Gareth Nicholson, CIO and Head Managed Investments, Nomura

Speaker:

Mr. Jonathon Orr, Managing Director, Client and Product Solutions, Apollo Global Management

15:30 - 16:20

India Innovation & Tech

Moderator:   Mr. Arvind Shah, Head of AEJ Equity Sales, Nomura

Speaker:

Mr. Vikas Pershad, India Portfolio Manager, Asia Pacific Equities Team, M&G Investment

16:30 - 17:20

Indonesia

 

Moderator:

Mr. Heriyanto Irawan, Managing Partner, Strategic and Macroeconomics

Speaker:

Mr. Dony Oskaria, Chief Operating Officer, Danantara (Invited)

Day 3 Agenda

Thursday, June 5

09:00 - 09:50

Beijing's New Game Plan in dealing with Trump 2.0

Moderator:

Dr. Ting Lu, Chief China Economist, Nomura

Speaker:

Prof Li Cheng, Professor of Political Science and Founding Director of the Centre on Contemporary China and the World, University of Hong Kong

10:00 - 10:50

Fireside Chat: Global Outlook and Market Mispricing

Moderator:

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

Speaker:

Mr. Robin Brooks, Senior fellow in the Global Economy and Development program, Brookings Institution

11:00 - 11:50

Cross-Asset Strategy

 

Speaker:

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

12:00 - 13:15

Lunch Keynote: Geopolitics

Moderator:

Ms. Corrinne Teo, Co-Head of Global Markets Sales, Asia ex-Japan, Nomura 

Speaker:

The Hon Malcolm Turnbull, 29th Prime Minister of Australia

13:30 - 14:20

LLM and Gen AI Application in Consumer & Enterprise Markets

Moderator:

Mr. Duan Bing, Analyst, China Telecom & Technology Research, Nomura

Speakers:

Dr. Eric Guo Yandong, Founder & CEO, AI² Robotics
Mr. Cheng Lu, President and CEO, CreateAI

14:30 - 15:20

AI + Blockchain Convergence

Moderator:

Mr. Leng Hoe Lon, Global Head of FX Flow and Rates Linear Trading, Nomura

Speaker:

Mr. Michael Wu, Chairman, Amber International Holding Limited

15:30 - 16:20

An APAC Vision – Implications of US Auto Tariffs - Global Landscape

Speakers:

Mr. Joel Ying, China Auto & Parts, Technology & Telecom Research
Mr. Kapil Singh, India Auto & Auto Parts Research, Nomura
Mr. Anindya Das, Analyst, America Autos & Auto Parts Research (virtual)

16:30 - 17:20

An APAC Vision – Tech Cycle & Semi

 

Speakers:

Ms. Anne Lee, Analyst, Technology – Handset, EMS, Camera, and Components Research, Nomura (virtual)
Mr. CW Chung, Head of Research Asia ex-Japan, Nomura (virtual)
Mr. Manabu Akizuki, Senior Equity Research Analyst, Electronic Parts, Japan, Nomura
Mr. Aaron Jeng, Head of Taiwan Research & Technology – Semiconductors Research, Nomura
Mr. Donnie Teng, Analyst, Greater China Semiconductor & Technology Research, Nomura

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