The Replay of

Beyond Insights Symposium 2025

Get 30-days unlimited access to this ultimate financial market event

What is

Beyond Insights Symposium?

Beyond Insights Symposium is an exclusive annual event designed for retail investors, traders, industry professionals, and business owners to stay ahead of the curve with the latest insights into global megatrends, and discover how to capitalize on emerging opportunities


Gain the knowledge you need to make strategic decisions and maximize your returns in today's ever-evolving markets. With expert insights, you'll be equipped to navigate and capitalize on the trends shaping our future.

It's time to redefine & sustain your wealth by mastering & navigating global megatrends - the forces shaping global economies.

Global Market Updates

Explore the impact of key events such as expected interest rate cuts in the U.S., post-U.S. election outcomes, China’s stimulus package etc. on the global market. This session will provide valuable insights, helping attendees anticipate market shifts and prepare for what’s ahead in 2025.

6 Key Megatrends Insights

Gain expert insights and discover opportunities within the 6 major global megatrends: Artificial Intelligence, Clean Energy, Big Data, Cashless Society, Next-Gen Broadband, and Virtualization. Learn how these powerful forces are shaping the future and how to leverage them for growth.

Actionable Strategies 

Equipped yourself with actionable insights on how to strategically position yourself and your portfolios to capitalize on global megatrends, driving sustainable growth and long-term success.

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What You'll Learn 

Get an exclusive overview of key global market-moving trends, strategic opportunities, and expert advice that will empower you to make well-informed decisions in the fast-evolving financial world.

What does it take to become a successful Investor/Trader?

- by Brett N. Steenbarger, Clinical psychologist & performance coach for hedge funds, proprietary trading firms, and investment banks


Many people want to make money but do you have what it takes to be successful in this dynamic market? In this Q&A session, Brett will answer some crucial questions on the key traits, mindset, and routine needed to succeed from his experience coaching many professional traders and fund managers.

Navigating the Global Megatrends for Sustainable Growth

- by Kathlyn Toh, Beyond Insights' Founder & Chief Trainer

Beyond AI, many other megatrends have significant impacts on a variety of industries & businesses. This session serves as an update to the 2024 Symposium, to help you position yourself or your business to capitalize on these trends for long-term, sustainable growth despite volatility in the market.

AI & Fintech Evolution

- by Chee Mun Foong, CEO of YTL AI Labs

Explore the latest advancements in artificial intelligence & fintech, and what are some opportunities in these industries. Gain more insights into YTL AI & Fintech initiatives.

Key Global Macro Factors affecting financial markets in 2025

- by Kathlyn Toh, Beyond Insights' Founder & Chief Trainer

The Global economy & financial markets have become highly interdependent. Policies in US, China, Europe and tension in Middle East and Russia/Ukraine war have significant impact to global economies & financial markets. In this session we will cover key factors affecting the Global markets in 2025 so that you could prepare it for better.

China Market Insights - Is China ready for investment?

- Li Chye Tan, Beyond Insights' Senior Financial Market Analyst

Gain critical insights into China's economic shifts, policies, Trump's policies impact, and market opportunities/risks to better position yourself in a rapidly evolving global landscape.

US & Malaysia Market: How do you need to approach it differently

- by Poon Khiat Koot, Beyond Insights' Senior Trainer


Discover unique differences in Malaysia and US markets and how to approach them differently to benefit from both markets.

Capitalizing Megatrends with Options

- by Jeffery Chan, Beyond Insights' Senior Trainer

This session covers the flexibility, leverage, and risk management that options offer to maximize your portfolio returns while managing risk in today's dynamic market.

The Tops down approach 40/30/30 Formula - A strategic approach to stock market success

- by Kathlyn Toh, Beyond Insights' Founder & Chief Trainer

Many Investors tend to focus on a Bottoms-up approach without realizing the impact of the bigger Macro and Industry Factors. This session will cover case studies to show the contrast of both approaches.

Panel Session | Market Outlook and Strategic Positioning for 2025

Panel Discussion by Kathlyn Toh, Li Chye Tan, Ken Low (Head of Dealing @ Moomoo Securities Malaysia), Frankie Lim (Moderator)

Let's hear from our expert panel for a comprehensive discussion on the latest global market trends, opportunities, and risks. We’ll cover key developments affecting the global market such as expected interest rate cuts, post-U.S. election impacts, China's stimulus package, and more. Gain invaluable insights into how to position your portfolio for 2025 and beyond.

From Insights to Action

- by Kathlyn Toh


The key takeaways and actionable insights that can empower you to make well-informed decisions in the fast-evolving financial world.

Symposium 2025 Speakers

Kathlyn Toh

FOUNDER & CHIEF TRAINER of BEYOND INSIGHTS

Kathlyn is a professional trader and investor who earns her wealth from investing and trading in the US & global equity markets. She started her stock trading journey in the KLSE stock market way back in 1993 and US Stock Market in 1997. She have experienced the full cycle of the Bull Run, the market crash, after crash recovery, the sideway markets and the high volatility markets which gave her great experience in adjusting her strategy depending on the market conditions.

Brett N. Steenbarger

AUTHOR OF THE PSYCHOLOGY OF TRADING

Steenbarger is a performance coach for portfolio managers and traders at financial organizations. He is also the author of the Wiley titles: Trading Psychology 2.0, The Daily Trading Coach, Enhancing Trader Performance, and The Psychology of Trading. Steenbarger received a BSc from Duke University, and a PhD in clinical psychology from the University of Kansas.

Chee Mun, Foong

CEO of YTL AI Labs & Chief Product Officer of YTL-Sea Digital Bank Project

Foong Chee Mun has made significant contributions to artificial intelligence (AI) and technology over a 25-year career, beginning as a founding member of Simulex Inc., where he worked on behavior prediction for the US Department of Defense and Fortune 500 companies. He then co-founded MoneyLion Inc., serving as CTO and applying AI to assist middle-class Americans, which was later listed on the NYSE.


In MoneyLion, Chee Mun founded a technology and AI center in Kuala Lumpur, leading over 300 professionals and transforming Malaysia into an innovation hub, earning him recognition as one of the top 25 CTOs in fintech in 2019 and 2020. Currently, as the CEO of YTL AI Labs and Chief Product Officer of YTL-SEA Digital Bank Project, he aims to advance Malaysia's consumer and technology sectors through AI and fintech, showcasing Malaysia's potential in global technology leadership.

Frankie Lim (Moderator)

Partner and Chief Sales Officer at FitLit Media Tech Group

Frankie Lim is a partner and Chief Sales Officer at FitLit Media Tech Group and the host of the FAQ Show, with a vision to empower retail investors amidst the growing trend of retail participation in financial markets. With over a decade of experience in investment banking across corporate finance, equity capital markets, trading, and investor relations, Frankie collaborates closely with financial institutions to simplify financial knowledge for Mr Money TV's audience. He holds a Bachelor's degree in Economics from the University of Manchester, UK, with a focus on accounting and finance.


A pioneer in retail investor engagement, Frankie co-organized the first-ever retail corporate day in partnership with an investment bank, traditionally reserved for institutional investors, bridging retail investors with company executives to deepen understanding of corporate prospects.

Ken Low

Head of Dealing Moomoo Securities Malaysia Sdn Bhd | MBA | Chartered Banker

Ken Low is a seasoned trader with over a decade of experience in equity, FX, commodity, and derivatives trading. His professional journey includes key roles at local and regional banks in equity derivatives, FX options, equity option and ETF market making. As head of dealing, Ken passed Securities Commission Malaysia’s Modules 17 & 18 (Securities and Derivatives).

Ken obtained distinction (first class results) in both his MBA (finance) and Degree of Electrical Engineering at University of Malaya. With the Chartered Banker designation, Ken combines technical expertise and industry insights to empower aspiring traders.

Jeffery Chan

SENIOR TRAINER @ BEYOND INSIGHTS

Jeffery began building his wealth in the stock market in 2010. Prior to becoming a full-time investor and trader, he worked in the corporate banking industry for 11 years. Jeffery currently serves as the Senior Trainer at Beyond Insights, where he has imparted his knowledge and skill with over 4,000 students in the last 7 years.

Li Chye, Tan

Senior Financial market Analyst @ Beyond Insights

Li Chye is a coach and senior financial market analyst at Beyond Insights, specializing in the semiconductor industry and global macroeconomics. Since 2019, he's been actively involved in intraday trading and swing trading with stocks, CFDs, and options, executing over 1,100 trades with a 110% return on his initial capital. Despite having no formal background in finance, Li Chye successfully transitioned to his current role and is pursuing his CFA credentials.

Poon Khiat, Koot 

SENIOR TRAINER @ BEYOND INSIGHTS

Koot is a Senior Trainer at Beyond Insights who started earning his wealth from the US market in 2015. After completing his courses with Beyond Insights, he took up the coaching and training responsibilities and has been coaching over 1,500 students in the foundation programs since 2017.  

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(excl. public holidays)

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72A Jalan Prof Diraja Ungku Aziz, 46200 Petaling Jaya, Selangor, Malaysia.

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