Rohit Sipahimalani

Sipahimalani joined Temasek to lead telecommunications, media and technology investments, later also leading its India business. Before joining, he had worked with Temasek’s investment teams on transactions while at Morgan Stanley.⁠[1][2]

He was appointed co-chief investment officer, subsequently holding leadership roles in the Investment Group and Portfolio Strategy and Risk Group.⁠[3]

He became co-head of the newly established Portfolio Strategy and Risk Group, examining capital allocation across the portfolio and identifying sustainable living as a long-term investment trend.⁠[2]

Under Temasek’s November 2019 appointment announcement, he became chief investment strategist and head of Southeast Asia in January 2020, shaping investment stance and asset allocation and overseeing the Portfolio Strategy and Risk Group.⁠[4]

His EvolutionX biography dates his move to chief investment officer to January 2022, a date also used in UBS’s speaker biography.⁠[3][5]

Bridgewater published a discussion between Sipahimalani and co-CIO Bob Prince, moderated by Jim Haskel. Sipahimalani outlined Temasek’s use of different forms of diversification to improve the resilience of public and private equity portfolios across changing conditions.⁠[6]

In a Temasek interview, he discussed forming Decarbonization Partners with BlackRockBlackRockBlackRock is a publicly traded investment management company headquartered in New York, founded in 1988 by Larry Fink and seven others and listed on the New York Stock Exchange (ticker BLK); its businesses include the iShares family of exchange-traded funds and the Aladdin investment and risk management platform. As of June 30, 2026, its assets under management totaled $15.3 trillion.Open the full entry, combining fundraising, data and growth-investment expertise to scale climate businesses with proven technologies.⁠[2]

In a feature republished by Temasek, Sipahimalani emphasized building a portfolio that could adapt to growth, inflation, trade and AI shifts. He identified alternative assets and fund partnerships as ways to diversify return sources. These were investment strategies and expectations, not guaranteed returns.⁠[7]

At the Milken Asia Summit in Singapore, he identified a reversal of the AI trade as the largest market risk. He did not consider it imminent but saw possible turbulence in 2027. He also warned that inflation and higher bond yields could pressure equities.⁠[8]

He said he wanted to raise the public-market share of AI exposure from roughly half to 70–75%, allowing faster portfolio adjustments as technology and markets changed. This was a target, not an achieved allocation.⁠[8]

Sipahimalani studied economics at St. Stephen’s College, Delhi, and business administration at the Indian Institute of Management Ahmedabad. UBS’s speaker biography describes his qualifications as a BA (Hons) in economics and an MBA.⁠[5]

He began at Citibank in Mumbai and McKinsey in India, then spent 11 years at Morgan Stanley. His roles included co-head of Asia-Pacific M&A and Singapore-based head of Southeast Asia investment banking.⁠[5]

Temasek lists him as chief investment officer of Temasek International and a member of its StrategyStrategyStrategy (formerly MicroStrategy) is a Nasdaq-listed company (ticker MSTR) headquartered in Tysons Corner, Virginia, United States, founded in 1989 by Michael Saylor and originally built on enterprise analytics software. Since 2020, the company has used bitcoin as its primary treasury reserve asset and describes itself as the world’s first and largest Bitcoin Treasury Company; as of September 27, 2026, it held 847,666 bitcoins. Its current Chief Executive Officer is Phong Le.Open the full entry, Portfolio and Risk Committee and Senior Divestment and Investment Committee.⁠[1]

EvolutionX lists him as a member of its Advisory Committee.⁠[3]

Temasek: https://www.temasek.com.sg/ (opens in a new window).⁠[1]

Rohit Sipahimalani: LinkedInLinkedInLinkedIn is a social networking platform for professionals. It was founded in 2002 by Reid Hoffman and others, launched in 2003, and listed on the New York Stock Exchange in 2011; after Microsoft acquired it for approximately $26.2 billion in 2016, it became a wholly owned Microsoft subsidiary. Its revenue comes from membership subscriptions, advertising, and recruitment solutions.Open the full entry: https://www.linkedin.com/in/rohit-sipahimalani-913ba820/ (opens in a new window).⁠[9]