WHY ATTEND
ABOUT THE CONFERENCE
The Asia Investment Conference is a not-for-profit think tank committed to fostering strategic, in-depth discussion among investors and key decision-makers in business. Anchored by IJK Capital Partners since 2016, AIC has designed, curated, and executed over 10 high-level forums convening former heads of state, government officials, sovereign fund leaders, and senior executives from across the public and private sectors. Past keynote speakers have included Goh Chok Tong, Emeritus Senior Minister and Former Prime Minister of Singapore, and Tom Lembong, Former Trade Minister of Indonesia and Chairman of BKPM.
AIC 2026 is not an AI product conference. Every session is built around execution constraints, deployment reality, and capital structuring — the questions institutional allocators are grappling with as they deploy into AI, semiconductors, and related infrastructure. Sessions are designed to be off the record, reducing signalling risk and enabling candid discussion around constraints and trade-offs. The conference is held in partnership with the National University of Singapore (NUS) as an institutional partner, and attracts an audience that is approximately 60% LPs and allocators, 25% operating executives from AI, semiconductor, and industrial technology companies, and 15% strategic advisors and policy experts.
500+
Institutional Investors
$10T+
Assets Represented
75+
Expert Speakers
30+
Sovereign Funds
key themes
PROGRAM THEMES
Exploring the intersections of machine intelligence and strategic capital mobility.
01
Capital Reallocation
How AI is changing capital intensity across sectors, where capital is being reallocated within Asia, and what is being deprioritized as a result. This block sets the frame for the entire conference.
Sessions:
-
Opening Keynote — A World Where Intelligence Is Increasingly Artificial
-
AI Bubble or Structural Shift? How AI Is Being Priced by Capital Markets
04
Geopolitics & Neutral Platforms
How companies and capital actually navigate jurisdictional risk, export controls, and competing regulatory regimes — grounded in practical execution, not geopolitics theatre.
Sessions:
-
China's Technological Dominance in the New Global Era
-
EU-Inc as the Next Market Execution Test
-
Technology as a Geopolitical Asset Class
-
AI in Defense and National Security
02
Infrastructure & Bottlenecks
Where AI hits physical limits. Compute availability, chip supply constraints, energy and cooling requirements, and integration challenges in legacy industrial environments. AI is capex, procurement cycles, and physical constraint.
Sessions:
-
Is Silicon Manufacturing the Real AI Bottleneck?
-
Energy, Power, and Data Centers as Strategic Constraints
-
Humanoid Robotics as the Next Execution Test
05
Builders & Execution
Where AI models meet deployment friction, organizational resistance, and the gap between pilot success and scaled, repeatable value. What leaders must change to translate capability into measurable revenue and efficiency.
Sessions:
-
Where AI Capability Ends and Deployment Friction Begins
-
The Future of Employment
-
AI as a Tool in Medicine
-
Governance, Risk, and Accountability in AI Systems
03
Capital & Control
How AI infrastructure and operators are being financed across Asia. What capital structures are emerging, where traditional venture capital no longer fits, and how private equity, private credit, and sovereign capital are engaging with risk allocation and control dynamics.
Sessions:
-
Regional Capital Positioning — The Singapore Case
-
India as the World's Biggest Emerging Market
Speaking faculty and delegates have represented
Leaders Who Shape Capital, Policy, and Technology
SPEAKING FACULTY
AIC assembles 30–40 senior decision-makers per event. Every speaker has real balance-sheet exposure, regulatory authority, or operating responsibility.
Goh Chok Tong
Emeritus Senior Minister & Former Prime Minister of Singapore
Tom Lembong
Past Keynote Speaker
Former Trade Minister of Indonesia & Chairman of BKPM
Chen Shuang
Past Keynote Speaker
Former CEO, China Everbright Holdings
Past Speaker
Dongik "Don" Lee
Director General, Investment Operations, AIIB
Heng Swee Keat
Past Speaker
Former Deputy Prime Minister of Singapore
Wee ee Cheong
Past Keynote Speaker
Deputy Chairman and Chief Executive Officer (CEO) of United Overseas Bank (UOB)
Past Keynote Speaker
OUR TRACK RECORD
A Decade of Convening Asia's Most Senior Capital Allocators
Since 2015, the AIC team has organized and executed conferences across Singapore, Shanghai, Macau, Guangzhou-Foshan, and Kuala Lumpur — convening over 3,000 cumulative delegates and a combined speaking faculty representing trillions in assets under management.
2015
China Investment Forum • Shanghai
Inaugural event. Olympus Capital, Isola Capital, LEK Consulting, Permira. Over 80 delegates.
2016
China Investment Forum • macau
Capital Dynamics, ROC Partners, Rosneft, Kerogen Capital. Over 100 delegates. $1.4 trillion speaking faculty.
2017
Asia Investment conference • singapore
CDPQ, IFC, JPMorgan Asset Management, Morgan Stanley Alternative Investments, PAG Asia, 500 Startups. Over 150 delegates.
2017
Guangzhou-Foshan Technology Conference • Foshan, China
Co-organized with Mapletree Investments and Foshan local government. General Motors, Alibaba Cloud, Microsoft. Over 1,000 delegates.
2018
Asia investment conference • Singapore
Introduction of interactive roundtable format. Nearly 250 delegates.
2018
Asia investment conference • shanghai
Education, healthcare, and new China consumer themes. 300 delegates.
2019
asia investment conference • singapore
400+ delegates across 2 days. Keynotes by Emeritus Senior Minister Goh Chok Tong and former Indonesia Trade Minister Tom Lembong. 30+ countries represented. 60% investor composition.
2019
asia investment conference • shanghai
First two-day event in China. Fireside chats with Chen Shuang (China Everbright) and Dongik "Don" Lee (AIIB). Sponsors included IHS Markit, SPEEDA, Merrill Corporation.
2020
CXO SUMMIT APAC • online
Three-day virtual summit. Speakers from OYO Hotels, Pinterest, Apollo Hospitals, Twitter, Adobe, AkzoNobel, HTC, Zuellig Pharma, Doctor Anywhere.
"This is the most fantastic ecosystem we have here in Asia — it is the real growth story, the unsung hero story, whereby the entrepreneurs really find the money and people that support the whole thing to happen, and these are the people that really make it all work in getting them together. It's a fantastic experience."
— Chris Tran, Head of Asia, North Ridge Partners
venue
ritz carlton, singapore
DATE
October 3–4 2026 (Saturday–Sunday)
FORMAT
Keynote addresses, moderated panel discussions, interactive luncheon roundtables, curated networking, closed-door GP–LP sessions, networking dinner
LOCATION
7 Raffles Ave., Marina Bay, Singapore 039799
DRESS CODE
Business Formal
Complimentary shuttle service is available for all attending delegates from Changi International Airport and major downtown hotels.
PROGRAM OVERVIEW
FULL AGENDA
DAY 01
SATURDAY 3 OCTOBER 2026
08:30 AM
Morning Coffee & Registration
Morning Coffee & Registration Closed-Door Investor Meet (GP–LP)
09:15 AM
Opening Remarks
Kenny Ng & Joshua Lim, IJK Capital Partners
09:30 AM
Keynote: A World Where Intelligence Is Increasingly Artificial
Intelligence as a fifth factor of production alongside land, labor, capital, and entrepreneurship. How AI reshapes productivity and returns across all factors. Global political realignment driven by control of data, compute, energy, and talent. Leadership choices that determine whether AI concentrates power or broadens growth.
10:00 AM
Panel: AI Bubble or Structural Shift? How AI Is Being Priced by Capital Markets
What public equities and private markets are assigning value to in AI today. Where current pricing is grounded in fundamentals versus future expectations. How investors distinguish durable AI-driven value from narrative-driven premiums. What re-rating risk looks like as expectations converge with operating results.
11:00 AM
Panel: China's Technological Dominance in the New Global Era
How China's industrial depth, state capacity, and technological self-reliance continue to shape global competition. China's position across manufacturing, semiconductors, energy, and AI. How geopolitical pressure is reshaping China's innovation and capital allocation. Implications for global supply chains, competition, and investors.
12:15 AM
Networking Lunch for All Delegates
Interactive Luncheon Roundtables:
Roundtable A — Task Automation vs. Role Replacement Across Industries
Roundtable B — Entry-Level Labor and Career Ladders in an AI Economy
Roundtable C — Governing AI Under Uncertainty — Adaptive Governance Models
Roundtable D — The Economics of Humanoids at Scale
01:30 PM
Panel: EU-Inc as the Next Market Execution Test
Why startups and digital platforms adopt AI first, and why critical infrastructure and public sector use cases lag. Data residency, capital mobility, and unit economics as gating factors for adoption. What successful sovereign deployment signals for broader strategic adoption.
02:15 PM
Panel: Technology as a Geopolitical Asset Class
How semiconductors, cloud infrastructure, and AI capability have become instruments of national power. The role of industrial policy, export controls, and subsidies in shaping technology markets. How states and sovereign capital are influencing investment, access, and scale. Implications for investors and companies operating across competing geopolitical blocs.
03:00 PM
Networking Coffee Break
The perfect opportunity to form a new strategic relationship.
03:30 PM
Panel: Is Silicon Manufacturing the Real AI Bottleneck?
The gap between AI software capability and the realities of chip fabrication, yields, packaging, and supply concentration. Why advances in AI software are outpacing progress in chip fabrication and advanced packaging. Capital intensity, timelines, and execution risk in expanding semiconductor capacity. What these bottlenecks mean for AI economics, national strategy, and investor returns.
04:15 PM
Panel: Energy, Power, and Data Centers as Strategic Constraints
How electricity, cooling, and grid stability increasingly determine where AI can scale, independent of talent or capital. The growing role of cooling, water, and land availability in data center siting decisions. Mismatch between AI demand growth and power generation and transmission capacity. Implications for infrastructure capital, utilities, and national competitiveness.
05:00 PM
Closing Remarks
Winding down Day 01
06:30 PM
Evening Networking
Cocktail Reception
DAY 02
SATURDAY 3 OCTOBER 2026
08:30 AM
Morning Coffee & Registration
Morning Coffee & Registration Closed-Door Investor Meet (GP–LP)
09:15 AM
Welcome & Overview
Kenny Ng & Joshua Lim, IJK Capital Partners
09:30 AM
Keynote: Where AI Capability Ends and Deployment Friction Begins
Why advances in AI models do not automatically convert into enterprise productivity gains. The main sources of deployment friction — data readiness, integration, incentives, and workflows. How organizational structure and decision rights limit AI impact more than technology. The gap between pilot success and scaled, repeatable value creation. What leaders must change to translate AI capability into measurable revenue and efficiency.
10:00 AM
Panel: India as the World's Biggest Emerging Market
Why India's demographics, digital infrastructure, and market scale are driving long-term growth expectations. India's demographic advantage and labor force expansion. Digital public infrastructure as a platform for productivity and inclusion. Manufacturing, services, and technology as parallel growth engines. Execution risks, infrastructure gaps, and investor expectations.
10:45 AM
Panel: China's Technological Dominance in the New Global Era
How China's industrial depth, state capacity, and technological self-reliance continue to shape global competition. China's position across manufacturing, semiconductors, energy, and AI. How geopolitical pressure is reshaping China's innovation and capital allocation. Implications for global supply chains, competition, and investors.
12:15 AM
Networking Lunch for All Delegates
Interactive Luncheon Roundtables:
Roundtable A — Task Automation vs. Role Replacement Across Industries
Roundtable B — Entry-Level Labor and Career Ladders in an AI Economy
Roundtable C — Governing AI Under Uncertainty — Adaptive Governance Models
Roundtable D — The Economics of Humanoids at Scale
01:30 PM
Panel: EU-Inc as the Next Market Execution Test
Why startups and digital platforms adopt AI first, and why critical infrastructure and public sector use cases lag. Data residency, capital mobility, and unit economics as gating factors for adoption. What successful sovereign deployment signals for broader strategic adoption.
Organized by
IJK Capital Partners
Past Sponsors & Partners
SPEEDA · Datasite (formerly Merrill Corporation) · S&P Global Market Intelligence · L.E.K. Consulting · IHS Markit · RHTLaw Taylor Wessing · EY-Parthenon · Drew & Napier · Palico · North Ridge Partners · Jabreen Capital · Novo Tellus Capital Partners · Mapletree Investments
AIC is a not-for-profit think tank. All programs are curated to address structural shifts in capital allocation, technology, and industrial strategy across Asia.