Upcoming Events

Asian Investor 15th Southeast Asia Investment Forum

CFA Society Malaysia is proud to be the supporting organisation of 15th Southeast Asia Institutional Investment Forum , an exclusive gathering of 80+ institutional investors and CIOs happening on 13 November in Bangkok, Thailand . Last year, the forum welcomed 40+ leading organisations from Southeast Asia, with 70% of attendees being C-suite executives and decision-makers from organisations like AIA Investment Management, APG Asset Management, California Public Employee Retirement System, CIMBTHAI Bank, CDPQ, Indonesia Infrastructure Finance, Muang Thai Life Assurance, Pension Fund of Japanese Corporations, The Securities and Exchange Commission Thailand , and many more. Key highlights in 2025: Geopolitical Insights: Understand how global policy shifts and the US-China relationship are influencing capital flows and creating new opportunities in Southeast Asia. Expert CIO Panels: Hear Asia’s leading CIOs reveal how they are rebalancing portfolios and capturing growth in uncertain times. In-Depth Discussions: Expert analysis on the changing fixed income landscape and China’s evolving investment potential. Interactive Sessions: Participate in the "Meet the Expert" roundtables, engage with speakers and peers directly, and share your feedback on themes like private credit, infrastructure investment, and sustainable strategies. As a member of CFA Society Malaysia, you can now register for a complimentary VIP pass* at https://bit.ly/44iim6Y . *Complimentary VIP passes will be available for public and corporate pension funds, sovereign wealth funds, insurance companies, endowments and foundations, government reserve funds, and family offices. Haymarket Financial Media reserves the right of admission.*

CFA Society Malaysia 29th Annual General Meeting & Board Elections

⚠️ This is a member-only Chapter Event. Attendance is restricted to current members of CFA Society Malaysia. 29th Annual General Meeting (AGM) Date: Thursday, 13 November 2025 Time: 6:00 p.m. Format: In-person and virtual We encourage all members to save the date and join us in this important occasion to strengthen our community and shape the future of the Society. The AGM is a key milestone in the Society’s calendar. It provides an opportunity for members to come together, reflect on the achievements of the past year, and discuss the priorities that will shape our journey ahead. As a member-driven organization, your participation is vital to ensuring the Society continues to serve our community and uphold the values of the CFA Institute. This year’s AGM will also include the election of the Board of Directors (2025–2027 term) , as several current Directors will be completing their service. The transition marks an important moment of renewal and continuity, as we elect the next group of leaders to guide the Society forward. Nominations Now Open We call upon interested members to nominate themselves or fellow members for the upcoming Board of Directors (2025–2027 term). This is a meaningful opportunity to contribute to the growth of the Society, shape its direction, and strengthen the impact of the investment profession in Malaysia.

GenAI for Investment Professionals: Practical Applications

Artificial Intelligence is no longer a future concept—it’s reshaping how investment professionals analyze markets, assess risk, and make decisions today. If you’re still relying on traditional tools and methods, this is your chance to upskill and stay ahead in an increasingly AI-driven industry. This interactive, one-day course is designed specifically for finance professionals like you, focusing on real-world applications of Generative AI (GenAI) in investment research, financial analysis, risk assessment, and communication. Led by Lok Yeksoon, a leader in venture capital and digital transformation, the session offers practical tools, frameworks, and use cases tailored to today’s investment landscape. 📅 Event Details: Date: Thursday, 20 November 2025 Time: 9:00 AM – 5:00 PM MYT Venue: Concorde Hotel, Kuala Lumpur CPE Points: 10 🔍 Key Takeaways: • Demystify AI & Machine Learning in the context of finance • Master Prompt Engineering techniques (CO-STAR, APE, ERA/Inquiry) • Learn to generate investment ideas, assess risks, and enhance reporting using GenAI • Apply GenAI to real-world financial scenarios and datasets 👥 Who Should Attend: • Investment Analysts • Portfolio Managers • Traders and Equity Professionals • Sales & Advisory Professionals in Financial Services • Finance and Investment Professionals looking to upgrade their AI literacy Seats are limited. Don’t miss this opportunity to gain cutting-edge skills and elevate your investment strategy with GenAI. Register now to secure your spot! Contact us if you need assistance or if you would like more details on it at [email protected] (Attention to: Amanina Hidayah Abdul Hambali)