• Financial Advisory Series

Our Financial Advisory Series is a host of closed-door events that are organised to keep you connected with the latest in global economies, financial markets and innovative products. They feature local and international speakers who are leaders in their fields.

Roundtable Talks

We also feature roundtable talks that are small, highly-personalised group discussions with financial specialists that give you the opportunity to consult with the presiding speaker.

Topic-focused Seminars

Our closed-door seminars are typically held in ballrooms and feature local and international speakers who are leaders in their fields. Our guest speakers include:

No

Date

Centres / Event Detail

Topic (Speaker)

99

28 November 2015 

Financial Advisory Series

Topic: Retirement Planning
Speaker: Shirleen Gan, Head of Academy, Sun Life Malaysia

Topic: Finding Opportunity in Adversity
Speaker: Yap Chee Ken, Director, Investment of CIMB-Principal Asset Management

Topic: Being Retirement Ready (PRS)
Speaker: Kelvin Woo, Associate Director and Head of Sales of  PRS, CIMB Principal Asset Management

98

26 November 2015 

Financial Advisory Private Lunch

Topic: Finding Opportunity in Adversity
Speaker: Yap Chee Ken is Director, Investment of CIMB-Principal Asset Management

97

28 November 2015

Financial Advisory Series

Topic: Retirement Planning
Speaker: Alvis Wee , Director of Bancassurance, SunLife Malaysia 

Topic: Finding Opportunity in Adversity
Speaker: Harry Leong, Head of Financial Institutions Marketing

Topic: Being Retirement Ready (PRS)
Speaker: Mohana Arumugam, Director of Retirement Services, CIMB-Principal Asset Management 

96

26 November 2015

Financial Advisory Private Lunch

Topic: Finding Opportunity in Adversity
Speaker: Harry Leong, Head of Financial Institutions Marketing

95

14 November 2015

Financial Advisory Series

Topic: Retirement Planning
Speaker: Shirleen Gan, Head of Academy, Sun Life Malaysia

Topic: Finding Opportunity in Adversity
Speaker: Yap Chee Ken, Director, Investment of CIMB-Principal Asset Management

Topic: Being Retirement Ready (PRS)
Speaker: Mohamad Izwani bin Ab. Aziz, Associate Director with Retirement Services Department, CIMB-Principal Asset Management 

94

12 November 2015

Financial Advisory Private Lunch

Topic: Finding Opportunity in Adversity
Speaker: Yap Chee Ken is Director, Investment of CIMB-Principal Asset Management

93

14 November 2015

Financial Advisory Series

Topic: Retirement Planning
Speaker: Alvis Wee , Director of Bancassurance, SunLife Malaysia 

Topic: Finding Opportunity in Adversity
Speaker: Harry Leong, Head of Financial Institutions Marketing

Topic: Being Retirement Ready (PRS)
Speaker: Harry Leong, Head of Financial Institutions Marketing

92

12 November 2015

Financial Advisory Private Lunch

Topic: Finding Opportunity in Adversity
Speaker: Raymond Tang, Chief Investment Officer, ASEAN Region of CIMB-Principal Asset Management Berhad
 

91

4 April 2015

Financial Advisory Series

Topic: Impact of GST implementation to the Economy & Investors
Speaker: Yap Chee Ken is Director, Investment of CIMB-Principal Asset Management

Topic: GST Awareness on Insurance Protection
Speaker: Chua Siong Chee, Director of Tax, EY

90

21 March 2015

Financial Advisory Series

Topic: Impact of GST implementation to the Economy & Investors
Speaker: Yap Chee Ken is Director, Investment of CIMB-Principal Asset Management

Topic: GST Awareness on Insurance Protection
Speaker: Chua Siong Chee, Director of Tax, EY

89

12 July 2014

Financial Advisory Series

Topic: Market Outlook
Speaker: Teng Chee Wai, Founder of Hwang Investment Management

88

5 July 2014

Financial Advisory Series

Topic: Market Outlook
Speaker: Ronald Fong, Associate Director of Investment Services, Investment of CIMB-Principal Asset Management

87

28 June 2014

Financial Advisory Series

Topic: Introduction to Equity Linked Investment
Speaker: Benjamin Goh, Retail Market Strategist, CIMB Research

86

14 June 2014

Financial Advisory Series

Topic: Money For Life
Speaker: Alvis Wee , Director of Bancassurance, SunLife Malaysia 

85

12 June 2014

Financial Advisory Series

Topic: Money For Life
Speaker: Koh Hoi Foong, Head of Marketing Services and Sales Support, SunLife Malaysia

84

7 June 2014

Financial Advisory Series

Topic: Money For Life
Speaker: Alvis Wee , Director of Bancassurance, SunLife Malaysia 

83

31 May 2014

Financial Advisory Series

Topic: Market Outlook
Speaker: Ronald Fong, Associate Director of Investment Services, Investment of CIMB-Principal Asset Management

82

17 May 2014

Financial Advisory Series

Topic: Introduction to Equity Linked Investment
Speaker: Lim Jong Hau, Head of Equity Derivatives Group, CIMB

81

22 March 2014

Financial Advisory Series

Topic: Opportunities in Developed Equity Markets” 
Speaker: Lim Kee Yap, Head of Institutional Sales South &South East Asia

Topic: Contagion Risk in Emerging Asia Markets
Speaker: Mr. Suresh Kumar Ramanathan, Head of Interest Rate &Currency Strategy, CIMB Investment Bank

80

15 March 2014

Financial Advisory Series

Topic: Opportunities in Developed Equity Markets
Speaker: Mr. Binay Chandgothia, Portfolio Manager for Multi-Asset Advisors, Principal Global Investors, Hong Kong

Topic: Contagion Risk in Emerging Asia Markets
Speaker: Mr. Suresh Kumar Ramanathan, Head of Interest Rate &Currency Strategy, CIMB Investment Bank

79

10 November 2012

Be My Guest

Topic: Identifying The Signs of Bubble
Speaker: LH Lim, President of PEPS on Malaysian Properties

78

20 October 2012

Financial Advisory Series

Topic : Malaysia : Finding Balance in Volatile Times
Speaker:  Lee Heng Guie, Regional Head of Economics, CIMB Investment Bank Berhad

Topic:  Overview of the Property Market in Klang Valley
Speaker: Mr Foo, CH William Wong & Talhar (Property Speacialist)

77

3 October 2012

Be My Guest

Topic: London Properties - is it a safe haven?
Speaker: Matthew Smith, Knight Frank Malaysia

76

13 July 2012

Financial Advisory Series

Topic: Growing Wealth According to Shariah Principles
Speaker: Azmir Razaleight Arshad, Manager Retail Funds Marketing, CIMB-Principal Asset Management Berhad

Management Berhad

75

11 July 2012

Financial Advisory Series

Topic: Growing Wealth According to Shariah Principles
Speaker: Azmir Razaleight Arshad, Manager Retail Funds Marketing, CIMB-Principal Asset Management Berhad

74

9 July 2012

Financial Advisory Series

Topic: Growing Wealth According to Shariah Principles
Speaker: Azmir Razaleight Arshad, Manager Retail Funds Marketing, CIMB-Principal Asset Management Berhad

Management (SG) LTD

73

3 July 2012

Financial Advisory Series

Topic: Can Crisis Present an Opportunity?
Speaker: Josephine Lip, Head of Intermediary Distribution, Malaysia Schroders Invesment 
Management (SG) LTD

72

16 June 2012

Financial Advisory Series

Topic : Can Crisis Presens An Opportunity?
Speaker : Albert Tse, Head of Intermediary Distribution, South East Asia, Schroders


Topic : What Are the Main Risks to the Outlook?

Speaker : Lee Heng Guie, Regional Head of Economics, CIMB Investment Bank Berhad

71

21 April 2012

Financial Advisory Series

Topic : A Vibrant, Sizzling You, Top tips to Eating Better and Feeling Great
Speaker : Indra Balarathnam, Consultant Dietitian & Persident of Malaysian Dietitians' Associatiion

 

Topic : Personal Taxation and Tax Benefits

Speaker : Wong Yok Chin, Director, RSM RKT Group

70

21 April 2012

Financial Advisory Series

Topic : Economic Outlook 2012 and Beyond-New Growth shoots, but no boom
Speaker : Song Seng-Wun, Executive Director and REgional Economist, CIMB Research Pte. Ltd. Singapore

 

Topic : Opportunities and Challenges Facing Global Market in 2012
Speaker : John F. Vail, Senior Managing Director, Chief Global Strategist and Head of Global Asset Allocation, Nikko Asset Management (Nikko AM)

69

23 August 2011

Financial Advisory Series (Roundtable)

Topic : Wealth Accumulation with GOLD
Speaker : Chris Gan

68

23 August 2011

Financial Advisory Series (Roundtable)

Topic : Wealth Accumulation with GOLD
Speaker : Chris Gan

67

18 July 2011

Financial Advisory Series (Roundtable)

Topic : Wealth Accumulation with GOLD
Speaker : Chris Gan

66

16 July 2011

Financial Advisory Series (Roundtable)

Topic : Economic Outlook for 2H11 and Beyond
Speaker: Soon Seng Wun, CEO & Regional Economist of CIMB-GK Research, Singapore

 

Topic : Global Market Outlook - where to from here?
Speaker: Rupert Rucker, Head of Product Management for Asia  Schroders 

65

13 July 2011

Financial Advisory Series (Roundtable)

Topic : Wealth Accumulation and GOLD
Speaker: Chris Gan

64

30 June 2011

Financial Advisory Series (Roundtable)

Topic: Wealth Accumulation with Gold
Speaker: Chris Gan


Topic: Vast Opportunities in Asia Pacific
Speaker: May Chan Lai Yee, CIMB Principal Asset Mangement Berhad

63

24 June 2011

Financial Advisory Series (Roundtable)

Topic: Post QE2 and the Dollar
Speaker: Mr. Suresh Kumar Ramanathan, Head of Interest Rate & Currency Strategy, CIMB Investment Bank


Topic: Vast Opportunities in Asia Pacific

Speaker: Micheal Teo, CIMB Principal Asset Management Berhad

62

22 June 2011

Financial Advisory Series (Roundtable)

Topic : Post QE2 and the Dollar
Speaker: Mr. Suresh Kumar Ramanathan, Head of Interest Rate & Currency Strategy, CIMB Investment Bank


Topic : Wealth Accumulation with Gold and Silver

Speaker: Chris Gan

61

15 June 2011

Financial Advisory Series (Roundtable)

Topic: Keperluan Perancangan Aset Masa Kini
Speaker: Dr Haji Othman Yaacob


Topic: Obesity & Impact Glucose Tolerance - Case Study

Speaker: Nur Hayati binti Azmi

60

14 June 2011

Financial Advisory Series (Roundtable)

Topic : Wealth Accumulation with Gold
Speaker: Chris Gan


Topic : Vast Opportunities in Asia Pacific
Speaker: May Chan Lai Yee

59

12 May 2011

Financial Advisory Series (Roundtable)

Topic : Wealth Accumulation with Gold
Speaker: Chris Gan 


Topic : Property Trend 2011 : from the Valuer's Perspective

Speaker: Sr James KM Tan (Raine & Horne)

58

11 May 2011

Financial Advisory Series-The Economic Transformation Programme (ETP) and Its Impact to the Penang Business Community

Topic : Economic Transformation Programme : Taking Flight
Speaker: Chris Tan


Topic : The NCIA as a Regional Enabler for Private Sector Participation in the Northern Corridor Economic Region : Success Stories

Speaker: Dato' Redza Rafiq

57

10 May 2011

Financial Advisory Series (Roundtable)

Topic : Global Market Outlook and Investment Opportunities
Speaker: Yap Chee Ken is Director, Investment of CIMB-Principal Asset Management

56

10 May 2011

Financial Advisory Series (Roundtable)

Topic : Global Market Outlook and Investment Opportunities
Speaker: Yap Chee Ken is Director, Investment of CIMB-Principal Asset Management

55

6 May 2011

Financial Advisory Series (Roundtable)

Topic : Introduction on CIMB Preferred
Speaker: Nurlia Ismail


Topic : Wealth Accumulation with Gold
Speaker: Chris Gan

54

27 April 2011

Financial Advisory Series (Roundtable)

Topic : The Bull Rally Part 2 : What Opportunities Lies Ahead?
Speaker: Josephine Lip

Topic : The Bull Rally Part 2 : What Opportunities Lies Ahead?1) Josephine Lip

Topic : The Bull Rally Part 2 : What Opportunities Lies Ahead?

53

21 April 2011

Financial Advisory Series (Roundtable)

Topic : Emotions, Expectations and Economics
Speaker: Nurlia Ismail

52

18 April 2011

The MIA - CIMB Preferred

Future Vision Series / Preparing For Tomorrow Today

51

16 April 2011

Financial Advisory Series 

Topic : Economic Outlook: Rising Asian Affluence, the Opportunities and Risks
Speaker: Soon Seng Wun, CEO & Regional Economist of CIMB-GK Research, Singapore


Topic : Capturing Growth, providing market outlook from a global point of view

Speaker: Kathryn A. Koch, Executive Director and Senior Portfolio Strategist, Goldman Sachs, London

50

15 April 2011

Financial Advisory Series

Topic : Gold Investment Outlook

2) James KM Tan

Topic : Property Trend 2011 : from the valuer's perspective

Topic : Gold Investment Outlook
Speaker: Patrick Hu


Topic : Property Trend 2011 : from the valuer's perspective

Speaker: James KM Tan