• Financial Advisory Series

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)

109 8 April 2017 Hatten Hotel, Melaka

Topic: Global Market Outlook & US Election Aftermath

Speaker: Wong Hur Ming, Director, Head of Whole Distribution, TA Investments

 

Topic: Malaysia Market Outlook

Speaker: Yap Chee Ken, Director of Investment, CIMB Principal Asset Management

108 8 April 2017 Eastern & Oriental, Penang

Topic: Global Market Outlook & Impact of the US Election on Emerging Markets

Speaker: David Huang, Vice President, Equity Business Development, Alliance Bernstein

 

Topic: Malaysia Market Outlook

Speaker: Gan Eng Peng, Head of Equity, Affin Hwang Asset Management

107 1 April 2017 Hilton, Kuching

Topic: Global Market Outlook & Impact of the US Election on Emerging Markets

Speaker: David Wong, Senior Portfolio Manager - Equities, Asia ex Japan, Alliance Bernstein

 

Topic: Malaysia Market Outlook

Speaker: Ang Yin Hin, Manager, Investment Services, Eastspring

106 18 March 2017 Double Tree Hilton, Johor Bharu

Topic: Global Market Outlook & aftermath of US election

Speaker: Anthony John Creighton, Head of Strategy Asia ex Japan & CEO, Lazard Asset Management Pte Ltd

 

Topic: Malaysia Market Outlook

Speaker: Ang Yin Hin, Manager, Investment Services, Eastspring

105 11 March 2017 St.Regis, Kuala Lumpur

Topic: Global Market Outlook & Impact of the US election on Emerging Markets

Speaker: David Huang, Vice President, Equity  Business Development, Alliance Bernstein

 

Topic: Malaysia Market Outlook

Speaker: David Ng, Chief Investment Officer, Affin Hwang Asset Management

 

Topic: Retirement and Legacy Planning

Speaker: Casey Tee

104 8 October 2016 Syuen Hotel

Topic: Market Outlook

Speaker: Yap Chee Ken, CIMB Principal Asset Management

 

Topic Legacy Planning

Speaker: Alan Wong

 

Topic: Wealth Protection

Speaker: Clairey Ng, SunLife Malaysia

103 20 August 2016 Shangri-la Hotel, Tanjung Aru

Topic: Market Outlook

Speaker: Harry Leong, CIMB Prinicpal Asset Management

 

Topic: Wealth Protection

Speaker: Michelle Ong, SunLife Malaysia

 

Topic: Legacy Planning

Speaker: Ken Lo

102 20 August 2016 Double Tree

Topic: Market Outlook

Speaker: Yap Chee Ken, CIMB Principal Asset Management

 

Topic: Wealth Protection

Speaker: Matthew Mohr, SunLife Malaysia

 

Topic: Legacy Planning

Speaker: Chris Gan, Partner at Memomenta

101 4 June 2016 Shangri-la Hotel

Topic: A Compelling Investment Destination

Speaker: Patrick Chang, Chief Investment Officer, CIMB Principal Asset Management

 

Topic: Emerging Asia and Smaller Companies Outlook

Speaker: Dr Mark Mobius, Executive Chairman, Templeton Emerging Markets Group

100 28 May 2016 Financial Advisory Series

Topic: Market Outlook

Speaker: Harry Leong, CIMB Princinpal Asset Management

 

Topic: Wealth Protection

Speaker: Matthew Mohr, Sun Life Malaysia

 

Topic: Legacy Planning

Speaker: Chris Gan, Partner at Momenta

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