2026 Agenda

TIME	BALLROOM		NHA RONG ROOM
	PANEL DISCUSSIONS & PRESENTATIONS		CORPORATE PRESENTATIONS & PANEL DISCUSSIONS
08:00	MORNING NETWORKING
08:45	OPENING ADDRESS Mr. Trinh Hoai Giang CEO, HSC	09:00	CORPORATE PRESENTATION 1
09:00	VIETNAM MACRO & POLICY OUTLOOK 2026 Vietnam's Economy In 2026: Vietnam's New Growth Model And How It Meets Its Capital Needs PANELISTS Dr. Dang Duc Anh Acting President, Institute for Policy and Strategy Studies, Central Commission for Policy and Strategy Dr. Jochen Schmittmann Regional Resident Representative for the IMF Resident Offices in Vietnam, Cambodia and Lao PDR Prof. Nguyen Xuan Thanh Fulbright University Vietnam Mr. Dau Anh Tuan Vice Secretary General, Director of Legal Department, Vietnam Chamber of Commerce and Industry (VCCI) MODERATOR Dr. Pham Vu Thang Long Head of Macro Research, HSC	10:00	CORPORATE PRESENTATION 2
10:45	MARKET STRATEGY SESSSION Vietnam Capital Markets: The Next Act MODERATOR Mr. Tyler Nguyen Chief Market Strategist, HSC	11:00	O&G WORKSHOP Impact Of The Middle East War On The Energy Sector SPEAKER Mr. Nguyen Hoang Nam Head of Energy and Utilities Sector Research, HSC
12:00	LUNCH
13:00	KEYNOTE AND DISCUSSION Vietnam's International Financial Center SPEAKER Mr. Richard D. McClellan CEO, Vietnam IFC in HCMC MODERATOR Mr. Peter Redhead Managing Director, Head of Research, HSC	13:00	INSURANCE SECTOR Insurance As The Next Pillar Of Vietnam's Financial Ecosystem PANELISTS Mr. Chung Ba Phuong Chairman, Techcom Life Mr. Ngo Trung Dung Deputy General Secretary, Vietnam Insurance Association MODERATOR Ms. Pham Lien Ha Head of Financial Research, HSC
14:00	PROPERTY SECTOR Easy Money Is Over - What Now For Real Estate? PANELISTS Dr. Phan Duc Hieu Member of The Economic Committee under National Assembly Dr. Nguyen Van Dinh Chairman of The Vietnam Association of Realtors (VARS) and Vice Chairman of The Vietnam Real Estate Association MODERATOR Ms. Ho Thi Kieu Trang Head of Property Research, HSC	14:00	ELECTRICITY SECTOR WORKSHOP Impact Of The Middle East War On The Energy Sector SPEAKER Ms. Natalie Nguyen Energy and Utilities Sector Manager, HSC
15:00	CONSUMER SECTOR Vietnam Retail At A Turning Point: Scaling vs Profitability PANELISTS Mr. Phan Nguyen Trong Huy Chief Financial Officer, WinCommerce JSC Ms. Nguyen Do Quyen Deputy CEO, FPT Retail Mr. Robert Alan Willet BOD member at MWG MODERATOR Ms. Tran Huong My Head of Consumer Research, HSC	15:00	CORPORATE PRESENTATION 3
16:00	TECH AND INDUSTRIALS AI - First Transformation Phase: Unlocking Operational Efficiency And Profitability In Vietnam MODERATOR Ms. Vo Thi Ngoc Han Head of Industrials and Technology Research, HSC	16:00	CORPORATE PRESENTATION 4
17:45	NETWORKING EVENT (Pre-registration is required). Song Bar, 40th Floor, Hilton Saigon

TIME

BALLROOM

NHA RONG ROOM

PANEL DISCUSSIONS & PRESENTATIONS

CORPORATE PRESENTATIONS & PANEL DISCUSSIONS

08:00

MORNING NETWORKING

08:45

OPENING ADDRESS

Mr. Trinh Hoai Giang

CEO, HSC

09:00

CORPORATE PRESENTATION 1

09:00

VIETNAM MACRO & POLICY OUTLOOK 2026

Vietnam's Economy In 2026: Vietnam's New Growth Model And How It Meets Its Capital Needs

PANELISTS

Dr. Dang Duc Anh

Acting President, Institute for Policy and Strategy Studies, Central Commission for Policy and Strategy

Dr. Jochen Schmittmann

Regional Resident Representative for the IMF Resident Offices in Vietnam, Cambodia and Lao PDR

Prof. Nguyen Xuan Thanh

Fulbright University Vietnam

Mr. Dau Anh Tuan

Vice Secretary General, Director of Legal Department, Vietnam Chamber of Commerce and Industry (VCCI)

MODERATOR

Dr. Pham Vu Thang Long

Head of Macro Research, HSC

10:00

CORPORATE PRESENTATION 2

10:45

MARKET STRATEGY SESSSION

Vietnam Capital Markets: The Next Act

MODERATOR

Mr. Tyler Nguyen

Chief Market Strategist, HSC

11:00

O&G WORKSHOP

Impact Of The Middle East War On The Energy Sector

SPEAKER

Mr. Nguyen Hoang Nam

Head of Energy and Utilities Sector Research, HSC

12:00

LUNCH

13:00

KEYNOTE AND DISCUSSION

Vietnam's International Financial Center

SPEAKER

Mr. Richard D. McClellan

CEO, Vietnam IFC in HCMC

MODERATOR

Mr. Peter Redhead

Managing Director, Head of Research, HSC

13:00

INSURANCE SECTOR

Insurance As The Next Pillar Of Vietnam's Financial Ecosystem

PANELISTS

Mr. Chung Ba Phuong

Chairman, Techcom Life

Mr. Ngo Trung Dung

Deputy General Secretary, Vietnam Insurance Association

MODERATOR

Ms. Pham Lien Ha

Head of Financial Research, HSC

14:00

PROPERTY SECTOR

Easy Money Is Over - What Now For Real Estate?

PANELISTS

Dr. Phan Duc Hieu

Member of The Economic Committee under National Assembly

Dr. Nguyen Van Dinh

Chairman of The Vietnam Association of Realtors (VARS) and Vice Chairman of The Vietnam Real Estate Association

MODERATOR

Ms. Ho Thi Kieu Trang

Head of Property Research, HSC

14:00

ELECTRICITY SECTOR WORKSHOP

Impact Of The Middle East War On The Energy Sector

SPEAKER

Ms. Natalie Nguyen

Energy and Utilities Sector Manager, HSC

15:00

CONSUMER SECTOR

Vietnam Retail At A Turning Point: Scaling vs Profitability

PANELISTS

Mr. Phan Nguyen Trong Huy

Chief Financial Officer, WinCommerce JSC

Ms. Nguyen Do Quyen

Deputy CEO, FPT Retail

Mr. Robert Alan Willet

BOD member at MWG

MODERATOR

Ms. Tran Huong My

Head of Consumer Research, HSC

15:00

CORPORATE PRESENTATION 3

16:00

TECH AND INDUSTRIALS

AI - First Transformation Phase: Unlocking Operational Efficiency And Profitability In Vietnam

MODERATOR

Ms. Vo Thi Ngoc Han

Head of Industrials and Technology Research, HSC

16:00

CORPORATE PRESENTATION 4

17:45

NETWORKING EVENT (Pre-registration is required).

Song Bar, 40th Floor, Hilton Saigon

TIME	BALLROOM		NHA RONG ROOM
	PANEL DISCUSSIONS & PRESENTATIONS		CORPORATE PRESENTATIONS & PANEL DISCUSSIONS
09:00	STRATEGY AND SECTOR OVERVIEWS PANELISTS Dr. Pham Vu Thang Long Head of Macro Research, HSC Mr. Tyler Nguyen Chief Market Strategist, HSC Ms. Tran Huong My Head of Consumer Research, HSC Ms. Pham Lien Ha Head of Financial Research, HSC Ms. Vo Thi Ngoc Han Head of Industrials and Technology Research, HSC Mr. Nguyen Hoang Nam Head of Energy and Utilities Research, HSC Ms. Ho Thi Kieu Trang Head of Property Research, HSC MODERATOR Mr. Peter Redhead Managing Director, Head of Research, HSC	09:00	CORPORATE PRESENTATION 5
10:00	CORPORATE PRESENTATION 6
10:45	KEYNOTE PRESENTATION The Infrastructure Supercycle Ahead: Vietnam’s Đổi Mới 2.0 MODERATOR Mr. Tyler Nguyen Chief Market Strategist, HSC	11:00	CORPORATE PRESENTATION 7
12:00	LUNCH
13:00	BANKING SECTOR Funding Vietnam's New Growth Model: The Next Credit Cycle PANELISTS Mr. Tran Long Deputy CEO, BIDV Prof. Nguyen Xuan Thanh Fulbright University Vietnam Mr. Nguyen Ba Hung Chief Economist, ADB Mr. Willie Tanoto Senior Director, Fitch Ratings MODERATOR Ms. Pham Lien Ha Head of Financial Research, HSC	13:00	CORPORATE PRESENTATION 8
14:00	ENERGY AND UTILITIES SECTOR Financing For Infrastructure Projects PANELISTS Mr. Cao Tran Nghia Partner, Nishimura & Asahi Mr. Nguyen Thanh Hai Special Counsel, Baker Mckenzie MODERATOR Mr. Nguyen Hoang Nam Head of Energy and Utilities Research, HSC	14:00	CORPORATE PRESENTATION 9
15:00	LOGISTICS SECTOR Vietnam's Logistics: Modernizing Infrastructure For Global Connectivity PANELISTS Mr. Dinh Thanh Son Deputy CEO, Viettel Post MODERATOR Ms. Che Thi Mai Trang Industrials Research Manager, HSC	15:00	CORPORATE PRESENTATION 10
16:00	TALES FROM THE BUYSIDE Public And Private Equity In Vietnam MODERATOR Mr. Peter Redhead Managing Director, Head of Research, HSC	16:00	CORPORATE PRESENTATION 11
17:00	CLOSING REMARK Mr. Trinh Hoai Giang CEO, HSC

TIME

BALLROOM

NHA RONG ROOM

PANEL DISCUSSIONS & PRESENTATIONS

CORPORATE PRESENTATIONS & PANEL DISCUSSIONS

09:00

STRATEGY AND SECTOR OVERVIEWS

PANELISTS

Dr. Pham Vu Thang Long

Head of Macro Research, HSC

Mr. Tyler Nguyen

Chief Market Strategist, HSC

Ms. Tran Huong My

Head of Consumer Research, HSC

Ms. Pham Lien Ha

Head of Financial Research, HSC

Ms. Vo Thi Ngoc Han

Head of Industrials and Technology Research, HSC

Mr. Nguyen Hoang Nam

Head of Energy and Utilities Research, HSC

Ms. Ho Thi Kieu Trang

Head of Property Research, HSC

MODERATOR

Mr. Peter Redhead

Managing Director, Head of Research, HSC

09:00

CORPORATE PRESENTATION 5

10:00

CORPORATE PRESENTATION 6

10:45

KEYNOTE PRESENTATION

The Infrastructure Supercycle Ahead: Vietnam’s Đổi Mới 2.0

MODERATOR

Mr. Tyler Nguyen

Chief Market Strategist, HSC

11:00

CORPORATE PRESENTATION 7

12:00

LUNCH

13:00

BANKING SECTOR

Funding Vietnam's New Growth Model: The Next Credit Cycle

PANELISTS

Mr. Tran Long

Deputy CEO, BIDV

Prof. Nguyen Xuan Thanh

Fulbright University Vietnam

Mr. Nguyen Ba Hung

Chief Economist, ADB

Mr. Willie Tanoto

Senior Director, Fitch Ratings

MODERATOR

Ms. Pham Lien Ha

Head of Financial Research, HSC

13:00

CORPORATE PRESENTATION 8

14:00

ENERGY AND UTILITIES SECTOR

Financing For Infrastructure Projects

PANELISTS

Mr. Cao Tran Nghia

Partner, Nishimura & Asahi

Mr. Nguyen Thanh Hai

Special Counsel, Baker Mckenzie

MODERATOR

Mr. Nguyen Hoang Nam

Head of Energy and Utilities Research, HSC

14:00

CORPORATE PRESENTATION 9

15:00

LOGISTICS SECTOR

Vietnam's Logistics: Modernizing Infrastructure For Global Connectivity

PANELISTS

Mr. Dinh Thanh Son

Deputy CEO, Viettel Post

MODERATOR

Ms. Che Thi Mai Trang

Industrials Research Manager, HSC

15:00

CORPORATE PRESENTATION 10

16:00

TALES FROM THE BUYSIDE

Public And Private Equity In Vietnam

MODERATOR

Mr. Peter Redhead

Managing Director, Head of Research, HSC

16:00

CORPORATE PRESENTATION 11

17:00

CLOSING REMARK

Mr. Trinh Hoai Giang

CEO, HSC

Conference

Day 1 - June 10, 2026

PANEL DISCUSSIONS & PRESENTATIONS

CORPORATE PRESENTATIONS & PANEL DISCUSSIONS

MORNING NETWORKING

OPENING ADDRESS

Mr. Trinh Hoai Giang

CORPORATE PRESENTATION 1

VIETNAM MACRO & POLICY OUTLOOK 2026

Vietnam's Economy In 2026: Vietnam's New Growth Model And How It Meets Its Capital Needs

PANELISTS

Dr. Dang Duc Anh

Dr. Jochen Schmittmann

Prof. Nguyen Xuan Thanh

Mr. Dau Anh Tuan

MODERATOR

Dr. Pham Vu Thang Long

CORPORATE PRESENTATION 2

MARKET STRATEGY SESSSION

Vietnam Capital Markets: The Next Act

MODERATOR

Mr. Tyler Nguyen

O&G WORKSHOP

Impact Of The Middle East War On The Energy Sector

SPEAKER

Mr. Nguyen Hoang Nam

LUNCH

KEYNOTE AND DISCUSSION

Vietnam's International Financial Center

SPEAKER

Mr. Richard D. McClellan

MODERATOR

Mr. Peter Redhead

INSURANCE SECTOR

Insurance As The Next Pillar Of Vietnam's Financial Ecosystem

PANELISTS

Mr. Chung Ba Phuong

Mr. Ngo Trung Dung

MODERATOR

Ms. Pham Lien Ha

PROPERTY SECTOR

Easy Money Is Over - What Now For Real Estate?

PANELISTS

Dr. Phan Duc Hieu

Dr. Nguyen Van Dinh

MODERATOR

Ms. Ho Thi Kieu Trang

ELECTRICITY SECTOR WORKSHOP

Impact Of The Middle East War On The Energy Sector

SPEAKER

Ms. Natalie Nguyen

CONSUMER SECTOR

Vietnam Retail At A Turning Point: Scaling vs Profitability

PANELISTS

Mr. Phan Nguyen Trong Huy

Ms. Nguyen Do Quyen

Mr. Robert Alan Willet

MODERATOR

Ms. Tran Huong My

CORPORATE PRESENTATION 3

TECH AND INDUSTRIALS

AI - First Transformation Phase: Unlocking Operational Efficiency And Profitability In Vietnam

MODERATOR

Ms. Vo Thi Ngoc Han

CORPORATE PRESENTATION 4

NETWORKING EVENT (Pre-registration is required).

Day 2 - June 11, 2026

PANEL DISCUSSIONS & PRESENTATIONS

CORPORATE PRESENTATIONS & PANEL DISCUSSIONS

STRATEGY AND SECTOR OVERVIEWS

PANELISTS

Dr. Pham Vu Thang Long

Mr. Tyler Nguyen

Ms. Tran Huong My

Ms. Pham Lien Ha

Ms. Vo Thi Ngoc Han

Mr. Nguyen Hoang Nam

Ms. Ho Thi Kieu Trang

MODERATOR