Global-Asia Family
Office Summit 2024
Global-Asia Family Office Summit 2024
Generations Forward: Steering Growth
for Family Offices
17 September 2024
Grand Hyatt Singapore (Grand Ballroom)
About the Partners Forum
The Partners Forum serves as a trusted environment for family office partners and advisors to come together, share knowledge and gain unparalleled access to cutting-edge insights from a wide range of global thought leaders from industry and academia.
The forum will offer insightful discussions, networking opportunities, and valuable knowledge sharing on topics related to family office investments, leadership, governance and impact.
Who is invited:
Family Offices, Advisors and Partners within the Family Office Ecosystem
What To Expect
In-demand family office topics such as professionalising family offices, capital deployment, investment strategies, and family governance and impact
Masterclasses
Read more on our Masterclasses
MASTERCLASS 1
The Next Phase of Growth for Greater China Family Offices (Mandarin)
The growth of family offices from Greater China Markets is expected to continue, and many are attracted to Singapore. The profile and sophistication levels of these family offices continue to evolve rapidly, and many are entering a new phase of growth.
What are the unique needs and objectives of Chinese family offices in Singapore and what specific skillsets are in demand for professionals that support them?
Using real-world case studies, this Masterclass will give an overview of the changing dynamics of wealthy Chinese families and how they approach governance and investments.
This session will be conducted in Mandarin.
MASTERCLASS 2
Built to Last – Family Office Dynamics for Multi-Generation Success
Why do family offices fail? There can be many reasons, but issues with family office dynamics and governance are often major factors.
This Masterclass is designed to provide participants with an understanding of the dynamics and structures within family offices that contribute to sustained success across multiple generations. It emphasises fostering family unity, having the right conversations, creating resilient structures and adapting to changing economic landscapes.
MASTERCLASS 3
Wealth Wisdom - Tax and Governance Strategies for Family Offices
As more family offices are being established in Singapore, they require customized tax and governance structures in order to meet the different objectives of the family members, which span different generations and geographies.
This Masterclass will cover tax planning and governance strategies tailored for family offices, enhancing their ability to manage wealth effectively and ensure long-term sustainability. It will cover recent trends in the Singapore and global tax landscape, and will look into how wealth transfer and succession issues can be managed more effectively.
MASTERCLASS 4
Investing in Innovation: The Next Big Thing
Family offices are increasingly prominent and powerful investors globally, many are seeking tactical opportunities arising from macro changes and to invest in startups and innovative companies. Many family offices also hope to discover new opportunities, disruptive business models and game-changing technologies.
Singapore's vibrant innovation ecosystem, home to one of the fastest-growing start-up communities globally, offers many opportunities for family offices to support and invest in innovative companies. In addition, many family offices are also attracted to regional innovation opportunities across Asia.
This Masterclass looks at the various investment themes in Singapore and Asia, to provide an overview of the market trends and investment opportunities for investing in innovation. It will also discuss how family offices may access, select and support innovative companies, what are the pitfalls to watch out for. Advisors need to be well informed and tailor their approach for each unique family and their family office differently at various stages of their investment journeys.
MASTERCLASS 5
Alternative Assets for Family Offices: The How and When
As more family offices are being established in Singapore, they are increasingly looking to explore alternative asset investments as a means towards returns, diversification and also impact.
This Masterclass equips participants with the knowledge to strategically incorporate alternative investments like real estate, private equity, hedge funds, and venture capital into family office portfolios. Attendees will learn to assess these assets' benefits and risks, evaluate timing considerations and align them with long-term financial goals for risk-adjusted returns. The Masterclass will also involve hands-on activities to demonstrate the role of alternatives in creating a more diversified portfolio.
MASTERCLASS 6
Building High-Impact Portfolios through Family Office Philanthropy and Impact Capital
With rising inequalities and climate-related disasters across Asia, there comes a growing consciousness amongst families and wealth owners to explore effective philanthropy and impact investments. From digital innovations to microfinance vehicles to social safety nets, there are numerous innovative solutions in the ecosystem they can support and invest in. How can family offices identify, assess and scale high-impact solutions?
This masterclass will cover approaches and principles that family offices can leverage to effectively create and manage a diverse portfolio of impact capital assets, from grantmaking and venture philanthropy to impact-first investments and blended finance. Through real-world case studies, this masterclass will highlight key factors to forging successful partnerships between family offices and high-impact organisations, and seeing them through their breakthroughs.
Dialogue with Experts
Mr Chee Hong Tat
Minister for Transport and Second Minister for Finance
Mr Chee Hong Tat was appointed Minister for Transport and Second Minister for Finance on 18 January 2024. He was first elected as a Member of Parliament for the Bishan-Toa Payoh Group Representation Constituency (GRC) in 2015 and was re-elected during the 2020 General Elections. He also serves as a member of the Monetary Authority of Singapore Board from 1 June 2024 and an Adviser to the Board of Directors of Business China.
On 12 July 2023, Mr Chee was appointed Acting Minister for Transport, while concurrently serving as Senior Minister of State for Finance. He was appointed Senior Minister of State for Transport on 27 July 2020 and took up a concurrent appointment as Senior Minister of State for Finance on 13 June 2022. He was also Deputy Secretary-General at the National Trades Union Congress from May 2021 to June 2022. Prior to this, Mr Chee had served as Senior Minister of State for Health, Communications & Information, Education, Trade & Industry and Foreign Affairs.
Mr Chee was born in 1973 and is married with four children. He graduated from the University of California at Berkeley in 1996 with a Bachelor of Science (Highest Honours) in Electrical Engineering and Computer Science and a Bachelor of Arts (Highest Honours) in Economics. He obtained his Masters of Business Administration from Adelaide University in 2006. He received the Distinguished Service Award from the National Trades Union Congress in April 2021 and was conferred an Honorary Fellow by the Institution of Engineers, Singapore in January 2023.
Quek Kai Hoo
Chief Investment Officer, Innovation & Enterprise Group
A*STAR
Mr Quek Kai Hoo is the Chief Investment Officer of Venture Creation & Growth, Innovation & Enterprise Group responsible for management of A*STAR’s spinoff portfolio and supporting deal structures for new ventures.
Prior to A*STAR, Kai Hoo held various investment roles executing deals across venture capital, private equity fund-of-funds and real estate at Temasek, Kestrel (family office), listed companies Unisteel and Rowsley, and Rothschild. In these roles, he has executed more than S$200 million of investments into funds and direct investments. With Unisteel, Kai Hoo also held operational roles as General Manager of its subsidiaries and implemented significant operational improvements that led to enhanced profitability. In his earlier career in EDB, he was responsible for the investment promotion of companies in the Electronics and Precision Engineering sectors.
Kai Hoo has a Bachelor’s in Electrical Engineering and Masters in Industrial Engineering from the University of Michigan.
Irene Cheong
Assistant Chief Executive, Innovation & Enterprise Group, A*STAR
Ms Irene Cheong leads Human Health & Potential and the Venture Creation & Growth teams at A*STAR Innovation and Enterprise (I&E) Group. Her teams work closely with our scientists to enable deep tech start-up formation and growth, and develop win-win partnerships with industry that result in technology translation and commercialization.
Irene also heads the Diagnostics Development (DxD) Hub, a national diagnostics productization platform hosted by A*STAR. DxD Hub is dedicated to developing clinically validated diagnostics products and digital health solutions to achieve positive health impact and economic growth for Singapore.
Before joining A*STAR, Irene led the Industry Liaison Office (ILO), which is the commercialization and business development arm of the National University of Singapore (NUS). She drove deep tech start-up acceleration programmes, industry consortiums as well as managed intellectual property for licencing for NUS and partners like MIT. She also has international experience from industry, government and venture capital, having worked locally, in the USA and in Europe.
Professor Gao Hao
Director, Research Centre for Global Family Business, PBC School of Finance, Tsinghua University and Visiting Professor, Wealth Management Institute
Gao Hao (Tony) is the Director of Research Center for Global Family Business and an Associate Director of Research Center for Green Finance at Tsinghua University PBC School of Finance. He is the faculty chair of Global Family Business Program, Family Trusts Program, Philanthropy Leadership Program, and Family Wealth Management Program, as well as the chief expert of Family Office Research Initiative. He created the first Private Banking Master-degree course in China. He is currently a Visiting Professor and Temasek Fellow at Wealth Management Institute (WMI).
Gao is a member of Global Future Council/Expert Network of World Economic Forum (WEF), a council member of All-China Federation of Industry and Commerce, a Committee Member and Public Policy Chair of STEP China, a board member and research fellow of China Enterprise Reform and Development Society, an editor-in-chief of Wealth Management Journal, and the chief editor of Family Governance Series and Family Wealth Series.
He has published 7 books pertinent to family business and family wealth (including the first textbook on family business in Chinese), as well as 200+ academic papers, policy papers and case studies. He co-authored 10 Harvard cases, including the first China family office case, the first Asian private banking case and the first Asian university endowment fund case in the Harvard Business School Case Collection, as well as many in-depth world leading families in businesses cases.
Recognized as one of China’s leading experts concerning family business and family office, Gao speaks frequently on public forums and private seminars globally. He advises/serves on the boards of some of the largest family businesses and philanthropy foundations in China and the world, including several Fortune 500 Companies, Bill & Melinda Gates Foundation, and China Charities Aid Foundation for Children. He also advises government ministries and financial institutions in China and abroad, including leading global private banks, investment banks, trust companies, and family offices.
He graduated from Tsinghua University with a bachelor degree (engineering), a Ph.D. degree (management) and two post-doctorates (finance and economics), and from Peking University with a bachelor degree (economics). He is awarded the Harvard Business School Corporate Director Certificate.
Ray Dalio
Founder and CIO Mentor, Bridgewater Associates
A global macro investor for more than 50 years, Ray Dalio founded Bridgewater Associates out of his two-bedroom apartment in NYC and ran it for most of its 47 years, building it into the largest hedge fund in the world and the fifth most important private company in the US according to Fortune Magazine.
His investment innovations (e.g., risk parity, alpha overlay, and All Weather) changed the way global institutions approach investing, and he has received several lifetime achievement awards. Over the decades he has been a valued macroeconomic advisor to many policy makers around the world. Because of the impact his thinking has had on global macroeconomic policies, he was named by TIME magazine as one of the “100 Most Influential People in the World.” Today, Ray remains an investor and mentor at Bridgewater and serves on its board. He is also the #1 New York Times bestselling author of Principles: Life and Work, Principles for Dealing with the Changing World Order, and Principles for Navigating Big Debt Crises.
Ray graduated with a BS in Finance from C.W. Post College in 1971 and earned an MBA degree from Harvard Business School in 1973. He has been married to his wife, Barbara, for more than 40 years and has three grown sons and five grandchildren. He is an active philanthropist with special interests in ocean exploration and helping to rectify the absence of equal opportunity in education, healthcare, and finance.
Hsien-Hui Tong
SGInnovate
Executive Director – Investments
Hsien-Hui brings with him in-depth knowledge and experience in the Business Development and Venture Capital spaces across Australia, Europe, Singapore and the US.
As Executive Director – Investments, Hsien-Hui leads SGInnovate's investment efforts, from working with research scientists to create and launch venture-fundable solutions based on their Deep Tech research core, to identifying high-potential, Deep Tech startups working on areas such as advanced manufacturing, AgriFood, health and biomedical sciences, and sustainability.
Prior to joining SGInnovate, he was the Managing Partner, Asia Pacific for Wassax Ventures. He also served as the CEO of the National University of Singapore Society (NUSS), as well as Vice President at Staples. In the early 2000s, he co-founded a data mining company, which was sold to a global bank two years later.
Hsien-Hui graduated in 1998 from the National University of Singapore (NUS) with a Bachelor of Engineering.
Sim Bock Eng
Head of the Specialist & Private Client Disputes Practice
WongPartnership LLP
SIM Bock Eng is WongPartnership LLP's Head of the Specialist & Private Client Disputes Practice and a Partner in the Private Wealth Practice.
Her main practice areas are in private wealth and civil litigation, which include family, matrimonial law, succession trusts and probate law, banking and finance, property and employment.
Bock Eng has over 20 years of experience in trust, estate and family laws – both front-end as well as litigation. She regularly advises ultra-high-net-worth individuals and families on succession and estate planning and business continuity. She is recognised as one of the leading probates, trusts and private wealth management lawyers in Singapore and has been involved in several landmark decisions.
Bock Eng is the Vice Chairman of the Wealth Management Institute's Global-Asia Family Office (GFO) Circle Committee, a member of the Probate Practice Committee of the Law Society of Singapore, and secretary of STEP Singapore. She is also the course co-ordinator for Probate in the Preparatory Course Leading to Part B of the Singapore Bar Examinations.
Manish Tibrewal
Co-Founder
Farro Capital
Manish is the co-founder of Farro Capital, a new age platform to serve the needs of ultrahigh net worth clients. It specialises in providing bespoke and cutting-edge solutions to ultra-high net worth families globally in multiple areas including portfolio allocation, monitoring and execution, risk assessment, multi asset strategies, credit, cross border structuring, succession, trust planning and governance.
Prior to that he was with the Tolaram family for 18 years and handled variety of roles for them. His last role there was that of the CEO and member of the board of directors of Maitri Asset Management, which started as the Single family office of Tolaram, and has now transformed into a regulated, B-Corp certified and award winning multifamily office.
During his stint of 20 years, he has gained deep understanding of complex issues surrounding the families including succession and legacy planning, structuring, defining the long-term goals of the wealth and managing the softer issues within the family. He is passionate about aligning purpose with profit through sustainability and impact tools and that resonates well with the next-gen family members. Manish has served as a steering committee member of the Family Office Community of Family Business Network and he was instrumental in designing their Family Office Community program. Manish is a senior advisor at the Global Family Office Circle Asia, and he also teaches programs for Family Offices at Wealth Management Institute. He was also a guest faculty at National University of Singapore for MBA for Family Business. He is a regular speaker at various marquee conferences on topics of Family Office, Investments and Sustainability.
Manish hails originally from India’s north-west province of Rajasthan and grew up in Nagpur in Central India. He completed his bachelor’s degree in Commerce from Nagpur University and attained professional accounting degree from Institute of Chartered Accountants of India. He has worked in India, Africa, and Singapore. He has also served on to board of various not for profit organisations such as Rotary Club of Singapore.
Lindsay Martin
Senior Strategy and Financial Manager
Dalio Family Office
Lindsay Martin is the Senior Strategy and Financial Manager for the Dalio Family Office, overseeing the organization’s initiatives across a broad portfolio: global business and investment advisory, strategic planning and execution, tax and succession, philanthropic activities, and risk management. Prior to joining the company, he was a Managing Director at JPMorgan, leading client representation for the firm, with a special focus on businesses and principals in the Middle East, Asia, and Europe. He holds a Juris Doctor from Columbia University in New York, as well as a Masters of Science and Bachelors degrees from the same institution.
Chang Liu
CEO & Founder
ASK Health Asia Private Limited
Dr. Chang Liu is the CEO and founder of ASK Health Asia. ASK Health Asia is a catalyst for health systems transformation in Asia, with offices in China and Singapore. Through in-depth research, consultancy, platform creation, solution co-creation and resource connection, the company works closely with leading industry leaders to provide innovative solutions to jointly promote new tangible health policies and capture growth opportunities within a global emerging economy.
Prior to establishing ASK Health Asia, Dr. Liu was a Regional Director at ACCESS Health International, Inc. (thereafter known as AHI), a global non-profit organization, overseeing the business development in both China and Singapore for over seven years. As the work developed and matured across both regions, with the support from AHI leadership, Dr. Liu formally spun off the AHI China entity into ASK Health Asia, to fully accelerate the company’s work and impact across Asia.
Dr. Liu holds a Master’s degree in Finance from Guanghua School of Management of Peking University (2009) and a Ph.D. from Brown University in Health Economics (2013). Thereafter, he conducted research and taught at the Duke NUS Graduate School of Medicine as an assistant Professor. Dr. Liu authored the afterword of Affordable Excellence: The Singapore Healthcare Story, a book that documents the evolution of Singapore's healthcare system towards quality and sustainability between 2013 and 2014, and coauthored a book with Dr. William Haseltine, the Chairman and Founder of ACCESS Health International, Inc. A City for All Ages, which documents the state and development of the ageing industry in Singapore
Dawn Tan
Director, Asia Centre for Changmakers
WMI
Dawn Tan heads the Asia Centre for Changemakers, which aims to build capacity and grow a strong pipeline of active and informed changemakers with a focus on Asia, to deploy their resources, skills and passion for a better tomorrow.
ACC sits within the Wealth Management Institute, Asia’s Centre of Excellence for wealth and asset management education and research. It is supported by Temasek Trust and the Philanthropy Asia Alliance.
Dawn brings to the team years of experience in the nonprofit sector. In her previous role as head of Credit Suisse APAC’s Philanthropy Advisory, she journeyed alongside individuals, families and corporates in their philanthropic aspirations, providing guidance on how they can achieve their goals and long-term plans for social impact.
She was also Deputy CEO of SymAsia Foundation, an umbrella philanthropic foundation set up by Credit Suisse that provided a donor-advised fund structure for clients. Through SymAsia, the team supported billionaire and ultra-high-net-worth business families and corporations across APAC in running their charitable foundations, enabling them to do good in a hassle-free, structured and sustainable manner.
Dawn’s track record in philanthropy includes years in program development at Temasek Foundation and fundraising at the National University of Singapore (NUS). Notable projects include launching a nationwide health screening program for seniors and an APAC-wide social entrepreneurship competition. Dawn started her career in journalism and has more than 15 years of editorial and publishing experience. She has lived and worked in multiple countries, including Singapore, Qatar, Malaysia and Canada.
Dilhan Pillay Sandrasegara
Executive Director and Chief Executive Officer
Temasek Holdings
Dilhan Pillay joined Temasek in September 2010. He was appointed Executive Director and CEO of Temasek Holdings on 1 October 2021 and is concurrently the CEO of Temasek International, a position he has held since April 2019.
Dilhan has held various leadership roles in Temasek, including Head of the Investment, the Portfolio Management, and the Enterprise Development Groups. He has also led the Temasek market teams in Singapore and the Americas.
Dilhan serves as the Vice Chair of FCLTGLOBAL and is a board member of the Peterson Institute for International Economics. He is also a member of the Financial Centre Advisory Panel of the Monetary Authority of Singapore, the Advisory Board of the Tsinghua University School of Economics and Management, the Singapore Judicial Service Commission, the Singapore Research, Innovation and Enterprise Council, the Integrity Council for the Voluntary Carbon Market, the China Securities Regulatory Commission International Advisory Council and the Future Economy Advisory Panel.
He graduated from the National University of Singapore with a Bachelor of Laws and obtained a Master of Law from the University of Cambridge.
Anuj Kagalwala
Partner, Family Office Leader, PwC Singapore
Anuj is a Financial Services Tax Partner at PwC Singapore, and a member of the Singapore Institute of Accredited Tax Professionals. He is also the Family Office Leader for PwC Singapore. He is actively involved in discussing family office, asset management and wealth management issues with industry players, industry associations and has a close working relationship with the relevant authorities.
Anuj supports actively on policy matters affecting the family offices, asset, and wealth management industry in Singapore. He has provided extensive advice to family offices, fund management players and financial institutions on various areas including the set-up of family offices, obtaining Section 13 tax incentives, VCCs and other fund structures. Anuj’s key family office clients include families from Singapore, Indonesia, Malaysia, US, Europe, Hong Kong and India. His clients in the wider asset management sector include regional as well as global fund managers focusing on private equity, real estate, infrastructure and liquid trading strategies. Anuj enjoys public speaking and is commonly seen speaking at events given his active involvement in the sector.
Ben Banerjee
Co-Founder and Managing Partner, Impact Investing Solutions
Ben Banerjee is a globally recognized thought leader in impact investing and sustainable finance. With over 20 years of experience, he has championed the integration of social and environmental responsibility into investment strategies. Ben is a successful entrepreneur and advisor to world leaders and major funds. He is a regular speaker at international events, sharing his knowledge and passion for creating a more sustainable future through impact investing.
Founder of various small and large organizations (incl. Family Offices) all over Western Europe. He has organized global events that gathered Academic, Business, and Political Leaders. He has banking, investing, entrepreneurial, and organizational experience, supported by International and Multi-cultural experience.
By character, Ben is President and Co-Founder of Swiss Impact Investing Association (SIIA) and of Impact Investing Solutions. Ben was pivotal for the creation of National Advisory Boards for Impact Investment in the Netherlands, Switzerland, and Finland.
He is Member of Global Think Tanks and is well connected in the circles of Political Leaders, Ultra High Networth Individuals, Government and Financial Institutions.
Bhavik Doshi
Investment Director, One Hill Capital
Bhavik Doshi is a director at One Hill Capital (“OHC”), a Singapore-based single-family office. Since joining OHC in 2017, Bhavik has been responsible for investment activities and establishing the firm’s investment, research and reporting frameworks. He is also involved in the firm’s asset allocation decisions and talent development program.
In line with efforts to upskill the family office industry in Singapore, he was part of MAS’ and IBF’s Private Banking and Family Office Workgroup to develop the family office advisor skills map which was launched in July 2020. As a Board member on OHC’s portfolio companies, he is responsible for building working relationships with stakeholders and utilising OHC's resources to deliver on the shared investment thesis.
Prior to OHC, Bhavik held roles in global financial institutions including Barclays Capital, PwC and Ares Management specialising on capital structure advisory and investment research on high yield and distressed corporates. He began his career in M&A at Lehman Brothers and graduated from New York University, Stern School of Business with a degree in Finance and Actuarial Science.
Hanna Raftell
Managing Director, Ocean Born Impact
Hanna Raftell is a seasoned professional with a background spanning finance, technology, and impact investing. Currently serving as the Managing Director at Ocean Born Impact, an investment firm that focuses on critrical growth areas that bring innovative solutions to the market to tackle climate change, Hanna is deeply committed to driving positive change through strategic investments in innovative ventures.
With extensive experience in operational leadership within the fintech sector, Hanna has held pivotal roles such as Chief Client Officer (CCO) and Chief Executive Officer (CEO) in previous ventures. She has a proven track record of spearheading successful initiatives and teams that leverage technology to transform financial services and create tangible value for stakeholders, including the launch of an ESG fund platform.
In addition to her role at Ocean Born Impact, Hanna is actively involved in shaping the direction of impactful organizations as a board member. Currently, she serves on the boards of Econans, a platform for banks to accelerate energy transition of buildings through data analysis, and as Chairman of Acuminor, a leading financial crime intelligence platform dedicated to combatting financial crime. She is also an advisor at Sagewise.
Hanna's journey in the finance industry has seen her excel in various capacities, including Head of European Equity Sales for Nordic institutions at Citigroup and roles in financial engineering at Daiwa in London. She brings a wealth of knowledge and expertise in navigating global financial markets and fostering strategic partnerships.
Having lived and worked in diverse international settings, including a decade in Hong Kong, Hanna brings a global perspective to her endeavors. She has been instrumental in the success of financial research and investment management ventures, with notable achievements including the sale of a financial research company to Moody's Analytics.
Since 2016, Hanna has made Stockholm her home base, contributing actively to the vibrant Nordic ecosystem of finance, technology, and impact investing. She remains passionate about driving sustainable change and leveraging her expertise to create meaningful impact on a global scale.
Edward Chen (陈翀)
Chairman
Guoqiang Public Welfare Foundation
Dr. Edward CHEN was born in Harbin in November 1978. He holds a Bachelor’s Degree from the Department of Chemistry, Tsinghua University; a Master’s Degree of Science in Biological Sciences from Royal Holloway and Bedford New College, University of London; an Executive Master of Business Administration (EMBA) Degree from Tsinghua University, and a Doctor’s Degree of Engineering from Tsinghua.
Since December 2016, Dr. Chen has been serving as a Non-Executive Director on the Country Garden's Board of Directors. Since September 2018, he has been the Chairman of the Guoqiang Public Welfare Foundation, which has donated more than 10.5 billion RMB, focusing on the fields of education, culture and so on.
Dr. Chen served as a Standing Committee Member of the All-China Youth Federation, Vice President of the Guangdong Federation of Industry and Commerce, Vice President of the China Charity Alliance, Vice President of the China Youth Volunteers Association, and Vice President of the International Confucian Association.Dr. Chen served as a Standing Committee Member of the All-China Youth Federation, Vice President of the Guangdong Federation of Industry and Commerce, Vice President of the China Charity Alliance, Vice President of the China Youth Volunteers Association, and Vice President of the International Confucian Association.
Hywel Phillip
Director, AT Capital Group
Hywel Phillip is a Director and the General Counsel of the AT Capital group, a leading family office headquartered in Singapore with special focus on renewable energy, real estate, structuring and private credit and public markets investments. Hywel advises all AT Capital business areas from the family trust to the operating companies worldwide. His primary responsibilities include trust and corporate governance, investment structuring & execution, regulatory & compliance and dispute resolution.
Hywel has 30 years of experience in the legal industry including as general counsel for family offices and as an equity partner in the London corporate finance department of international law firm, Reed Smith LLP. Hywel has a Bachelor of Laws Degree majoring in English and French Law, having studied at the University of Kent, the University of Grenoble and Guildford Law School.
Huo Jian Min (霍建民)
President
Huo's Group
Dr. Huo Jianmin, President of Huo’s Group, holds a PhD in Management from Hong Kong Polytechnic University and a Professional Doctorate in Finance from the University of Geneva; Serving as a member of the Youth Entrepreneurs Committee of the APEC China Business Council.
Huo’s Group was founded in 1985 and created the country-wide leading brand "Monarch Lubricant Oil". In 2006, due to the oil crisis, Monarch Lubricant Oil was acquired 75% of its equity by Shell. In 2015, Huo’s Group together with Carlyle repurchased all of Shell's shares in Monarch Lubricant Oil. In 2016, Monarch Lubricant Oil successfully acquired the trademark technology and operational rights of high-end automotive parts brand PEAK in Greater China. During this period, Huo’s Group introduced TOP1 lubricants, a well-known high-end lubricant brand from the United States, and obtained the sole agency rights in Greater China. In 2021, all equity of Monarch Lubricant Oil Corporation was sold to a Chinese state-owned company. The current core businesses of the group include modern supply chain services, small and micro finance, and equity investment.
Huo’s Group accelerates investments in global markets. Establishing an Asia Pacific headquarter in Hong Kong, continuously leveraging the value of strengthening domestic and radiating overseas locations, actively carrying out specialized projects for international business cooperation, and deeply participating in the construction of the trade system between China and APEC economies, as well as the promotion of company level key projects, actively promoting the transformation and upgrading of the company's business capabilities to internationalization. The company completed the formation of its international business team in early 2020, participated in the investment of the Australian Meritor Industrial Logistics Fund in 2020, and established cooperation with KAJ Real Estate Pty Ltd, starting from Sydney, Australia, to set up overseas warehouses for distribution centers in logistics hub cities. Bailiwei Group, a subsidiary of Bailiwei Group, established its European headquarters in Luxembourg in 2020. Savills (UK) Limited is currently selecting locations in the Birmingham area of the UK, the eastern part of Lutworth, the town center of Haboro Market, Magna Park, and the southern suburbs of Haboro Market, preparing to cooperate in building a European goods distribution center and laying out supply chain warehousing and distribution services for the vast European market.
During the epidemic, Huo’s Group formed a joint venture with KKR and invested in two high-end office buildings, Seattle F5 and Tower 333, expanding its new business in North American commercial real estates.
Kathryn Dioth
Chief Executive Officer, Hinrich Family Office and Hinrich Foundation
Kathryn Dioth is the CEO of the Hinrich Family Office and the Hinrich Foundation. The Hinrich Family Office is based in Singapore to support the family of Merle A. Hinrich, who was the founder and executive chairman of NASDAQ-listed Global Sources Ltd until its sale to Blackstone in 2017.
The Hinrich Foundation is an Asia-based philanthropic organization that works to advance mutually beneficial and sustainable global trade. The Foundation supports original research and education programs that build understanding and leadership in global trade.
Kathryn joined the family office in 2011. As CEO, she leads its investment and operational management functions as well as the program management of the Foundation. She led the relocation of the family office to Singapore and the expansion of the foundation’s philanthropy programs.
Prior to joining the Foundation, Kathryn spent 20 years in the financial services industry in Australia and Asia with global organisations. She holds bachelor’s degrees in law and economics from the University of Queensland. She is also a Fellow of FINSIA (the Financial Services Institute of Australasia), a graduate of the Australian Institute of Company Directors and a Trust and Estate Practitioner (TEP).
Kathryn Dioth
Chief Executive Officer, Hinrich Family Office and Hinrich Foundation
Kathryn Dioth is the CEO of the Hinrich Family Office and the Hinrich Foundation. The Hinrich Family Office is based in Singapore to support the family of Merle A. Hinrich, who was the founder and executive chairman of NASDAQ-listed Global Sources Ltd until its sale to Blackstone in 2017.
The Hinrich Foundation is an Asia-based philanthropic organization that works to advance mutually beneficial and sustainable global trade. The Foundation supports original research and education programs that build understanding and leadership in global trade.
Kathryn joined the family office in 2011. As CEO, she leads its investment and operational management functions as well as the program management of the Foundation. She led the relocation of the family office to Singapore and the expansion of the foundation’s philanthropy programs.
Prior to joining the Foundation, Kathryn spent 20 years in the financial services industry in Australia and Asia with global organisations. She holds bachelor’s degrees in law and economics from the University of Queensland. She is also a Fellow of FINSIA (the Financial Services Institute of Australasia), a graduate of the Australian Institute of Company Directors and a Trust and Estate Practitioner (TEP).
Kelvin Tay
Managing Director and CIO
UBS Global Wealth Management
Kelvin is the Chief Investment Officer (South Asia-Pacific) at UBS Global Wealth Management, where he serves as a key voting member of the UBS WM Asia-Pacific Investment Committee. He provides strategic cross-asset investment research and insights to the asset allocation process. He is a senior investment leader, spearheading Asian multiasset investments spanning traditional and alternative investments for 28 years, offering expertise in portfolio positions and performance.
Kelvin is also an Adjunct Associate Professor at Nanyang Technological University's Nanyang Business School, where he lectures on Macroeconomics, Cycles, Bubbles & Crises and Investment Products & Advisory Strategy in the Masters in Asset & Wealth Management programme. NTU is ranked 19 th in the world by Quacquarelli Symonds (QS) World University Rankings, 2022. Kelvin was awarded the Teacher of the Year award in 2022.
Kelvin is also a Lead Lecturer at the Wealth Management Institute, where he teaches the Advanced Diploma in Financial Management, the Asset Management Accelerator Programme, the Certified Private Banker courses amongst others. Kelvin has been awarded the Distinguished Teaching Award by Wealth Management Institute (WMI) in 2019, 2020, 2021 and 2023, and was conferred the WMI Ambassador award in 2020.
Globally, Kelvin is one of the most sought-after speakers in UBS. He is a monthly guest host on CNBC Asia and a regular commentator on international broadcast media such as Bloomberg TV, ChannelNews Asia…etc. He also contributes byline articles on a regular basis to The Business Times, Hong Kong Economic Times, The Edge and other publications.
Kenny Chua
Managing Director
M45 Capital Partners
Kenny is a Managing Director at M45 Capital Partners, with 15 years of investment expertise in private market investing globally, managing both institutional and private capital.
Prior to M45 Capital Partners, Kenny was Head of Private Investments at Wah Hin (Lien Family Office), one of Singapore’s most established single-family offices. Before joining Wah Hin, Kenny was a Portfolio Manager managing global real estate fund-of-funds at CreditEase Asset Management.
Kenny started his career in private equity at Macquarie Infrastructure and Real Assets.
Jason Kang
Managing Partner and CIO, M45 Capital Partners
Jason is a Managing Partner and CIO of M45 Capital Partners, bringing more than 20 years of investment expertise in both public and private market globally, managing both institutional and private capital.
Prior to M45 Capital Partners, Jason was Head of Public & Private Investments at Wah Hin (Lien Family Office), one of Singapore’s most established single-family offices. Before joining Wah Hin, Jason was a Portfolio Manager at Morgan Stanley Investment Management Emerging Markets Equities Fund which managed more than $20bn institutional capital.
Jason started his career at Morgan Stanley as an institutional equity research analyst in 2002 covering various sectors across Asia and has also worked at Goldman Sachs in the equities division.
Prof Lake Dai
Adjunct Professor in AI, Carnegie Mellon University and Family Office Principal, Sancus Ventures, Carnegie-Mellon University
Lake Dai is a frequent keynote speaker on AI innovations, AI ethics, and board governance. In recent years, she has delivered keynotes and provided training at prestigious institutions such as MIT, Berkeley, House of Lords, and California state government, as well as for Fortune 500 companies and philanthropic foundations.
Lake is an AI educator, investor, and builder. As an Adjunct Professor at Carnegie Mellon University, she teaches Applied AI and covers Generative AI, Large Language Models (LLMs), Distributed Computing, AI Applications, and AI Alignment & Ethics.
In her role as an investor, Lake is the Founder and Managing Partner of Sancus Ventures, a venture firm focused on pre-seed to seed-stage companies. Her firm invests in the next generation of software infrastructure such as Data Infrastructure, Compute Infrastructure, Data Privacy, Cybersecurity, AI Ethics and AI Alignments. The founders she has invested in have previously launched unicorn companies such as Databricks, SambaNova, Snorkel AI, Twitch, Freenome, and Hipmunk, with a combined valuation exceeding $60 billion.
Lake's early career was rooted in product and engineering. She joined Alibaba shortly after its inception, leading its first product team to build the Alibaba B2B marketplace from the ground up, transforming it into a $1.2 billion business. She also served as Head of Search at Yahoo! China and was a founding team member of several tech startups in Silicon Valley and Los Angeles.
Leonardo Drago
Head of Investments, AlTi Tiedemann Global Singapore
Leonardo is an entrepreneur, lecturer and philanthropist with more than 20 years’ experience in the financial sector. He co-founded AL Wealth Partners (ALWP) Pte Ltd, a Singapore based specialty firm for global accredited and institutional investors, which is now part of AlTi Tiedemann Global (“AlTi”). He frequently lectures at higher learning institutions in Asia and Europe, including Singapore Wealth Management Institute, and contributes ideas about investments and financial news to the Singapore Business Times and Channel News Asia.
Leonardo supports multiple causes and organizations that strengthen communities throughout Singapore and Asia, from increasing access to education and hospice care to eliminating malnutrition and human trafficking.
Leonardo holds an MBA from Edinburgh Business School Heriot-Watt University.
Liang Xinjun (梁信军)
Chairman and CEO, XIN Family
Co-founder, Fosun Group
Liang Xinjun is the Chairman and CEO of XIN Family and a Co-founder of Fosun Group. From August 2005 to March 2017, Mr. Liang served as the Executive Director, Vice Chairman, and Chief Executive Officer of Fosun International Limited (stock code: 0656.HK).
Mr. Liang currently also serves as: Independent Director of Zhong An Intelligent Living Service Limited (02271.HK), Advisor of UCARS Group, Director on the Board of Tongji University, Honorary President of Fudan University Singapore Alumni Association, Member of Singapore Business China Business Leaders Committee, Entrepreneur Mentor of the Global CEO Program of the National University of Singapore, Member of the Advisory Committee of the School of Computer and Information Systems of Singapore Management University, and Advisor of the Advisory Committee of the S.M.A.R.T. Entrepreneur Program of Singapore University of Technology and Design (SUTD).
Born in Zhejiang Province in October 1968, Mr. Liang obtained a Bachelor's Degree in Genetic Engineering from Fudan University in 1991. He earned a Master's Degree in Business Administration from Cheung Kong Graduate School of Business in 2007 and a Doctorate in Business Administration (with a specialization in Global Financial Management) from Arizona State University in 2015.
Matthew Song
Executive Director, Head of Capital Markets, SGX
Matthew Song is currently an Executive Director and Head of Capital Markets, across Equities, Fixed Income, Currencies and Commodities. Mr Song leads the team that covers corporates globally who list their bonds on the SGX (“Debt Capital Markets”) and their companies on the SGX (“Equity Capital Markets”). Mr Song also leads the team that covers institutional investors, including asset owners, sovereign wealth funds, pension funds, asset managers, private banks and family offices.
Matthew was formerly an investment banker with more than 20 years of capital markets experience across Hong Kong and Southeast Asia. He was the Head of Southeast Asia, Equity Capital Markets, Investment Banking for HSBC. Prior to HSBC, Matthew was a Director, Global Markets, Asia Pacific at Merrill Lynch. Prior to Merrill Lynch, Matthew was a Vice President, Equity Capital Markets at Deutsche Bank.
Matthew also served as Managing Director of the Sinar Mas Group and Chief Executive Officer of an Asian Infrastructure Fund.
Matthew holds a Master of Laws (LLM) from the University College London and is a Columbia Business School Alumni.
Sanjay Iyer
Founder, Silicon Advisers
Sanjay Iyer is a Principal of the Iyer Family Office and founder of Silicon Advisers, a boutique advisory firm that focuses on solving the tax and family office issues of wealthy individuals and families.
Sanjay started his career at EY in London and the USA. He graduated top of his class in International Tax Law at Leiden University and then joined his family's tax and family office business, Iyer Practice, in Singapore. After the sale of the family business to a global investor services group, Sanjay founded Silicon Advisers.
Tan Yinglan
Founding Managing Partner, Insignia Ventures Partners
Tan Yinglan is Founding Managing Partner of Insignia Ventures Partners, a Southeast Asian early-to-growth stage venture capital firm that debuted in 2017 and manages capital from premier institutional investors including sovereign wealth funds, foundations, university endowments and renowned family offices from Asia, Europe and North America. Portfolio companies include GoTo (IDX: GOTO), Appier (TSE: 4180), Carro, Ajaib, Shipper, Tonik, Flip, Fazz, Aspire, Super, Groww, J&T and many other technology market leaders. Prior to founding Insignia Ventures Partners, Yinglan was Sequoia Capital’s first hire and Venture Partner in Southeast Asia. He also serves on the International Board of Stars – Leaders of the Next Generation and the Singapore Government’s Pro Enterprise Panel. He is also a Board Member at Hwa Chong Institution and an Adjunct Associate Professor at the National University of Singapore. Yinglan was educated at Stanford and Carnegie Mellon and completed executive programs at Harvard, Wharton, Cambridge and Oxford.
Alicia Chan
Chief Operating Officer, (COO)Sunrise Capital Management Pte Ltd
Alicia serves as the Chief Operating Officer (COO) at Sunrise Capital Management Pte Ltd, a single-family office headquartered in Singapore. As one of the original team members at Sunrise, she has played a pivotal role in developing Sunrise’s robust and adaptable operating framework, ensuring that the family office can meet the unique needs of the family. With a background in law and accounting, Alicia not only ensures compliance with current legal requirements but also prepares the family office for future changes in the legal and financial landscape. Her prior international experience with a leading law firm and a prominent financial institution provides a global perspective, enhancing Sunrise’s ability to manage cross-border investments and relationships. Alicia’s diverse background ensures that the family office remains agile, compliant, and aligned with the family’s long-term objectives.
Angela Huang
Managing Director, EE Capital
Angela C. Huang is a Managing Director at EE Capital, a family office headquartered in Singapore with a multi-asset global portfolio. Angela was previously a Managing Director at Hillhouse Capital, a global private and public equity investment management firm, where she was involved in mergers and acquisitions, securities offerings, venture capital, and joint ventures across the region in Asia and the United States. Prior to Hillhouse Capital, she spent time at Cleary Gottlieb Steen & Hamilton and Linklaters LLP. Ms. Huang earned a JD from Columbia University, where she was a Harlan Fiske Stone Scholar, and a B.A. from Princeton University, magna cum laude.
Angela is a founder and president of the Huang Chen Foundation, which seeks to mitigate climate change and provide aid for people impacted by cross border humanitarian crises. She serves on the advisory council of the Wildlife Conservation Society and the board of Luzerne Music Center.
Annora Ng
Managing Director - Capital Markets, Gaw Capital
Annora Ng is a Managing Director at Gaw Capital Partners based in Singapore and is responsible for capital formation, co-investments, separate account investments, investor relations and marketing.
Ms. Ng has over 10 years of experience in real estate investment advisory, including fund formation, acquisitions, recapitalizations and investor relations.
Ms. Ng joined Gaw Capital in 2013 and was based in Hong Kong until 2022 when she relocated to Singapore to help grow the South East Asia business and investor base.
Before joining Gaw Capital, Ms. Ng was a founding member and research analyst at HKGolden50, a Hong Kong based non-profit research institute.
Ms. Ng received her B.A. in Government (International Relations and Comparative Politics) from Dartmouth College.
Bernard Fung
Director, Kibo Invest
Bernard Fung has over three decades of experience working with family investment vehicles. In the mid-1990s, he was recruited to help manage a New York based partnership anchored by three significant families that had separately experienced significant value creation in agribusiness value chains and wanted to explore on investments that would disrupt traditional agroindustry. He then moved to London for a decade where he became the second chief executive to run the investment office of Lord Sainsbury of Turville, overseeing an investment programme that included direct as well as multi-asset multi-manager positions; and assisting a number of Sainsbury family foundations including helping to manage certain programme-related investments in Africa that were the precursors of the impact investing movement. He returned to Singapore where he spent his third professional decade helping Credit Suisse build an Asian-centred practice working closely to help high net worth families work through the issues and challenges of establishing their own family investment offices. He was recruited into his current role as COO of a Singapore-based family investment office in 2021.
Edmund Leow
Senior Partner, Dentons Rodyk
Edmund is a senior partner in Dentons Rodyk’s Corporate practice group and Head of the Tax practice. He is also Co-Head of the Trust, Estates & Wealth Preservation/Family Office practice.
Edmund leads the firm’s Trust, Estates and Wealth Preservation practice and advises high net worth individuals, private banks and trust companies in personal tax, as well as in trust and estate planning matters. He is the Singapore representative of Dentons' Family Office and High Net Worth (DFO) Sector (which offers legal services to ultra-high net worth individuals, families, and family offices spanning numerous practices and jurisdictions), and he advises affluent Singapore and global families with succession planning. Edmund provides a broad range of advice to assist these individuals and their families in business and legal activities across the globe.
Edmund was invited by the government to serve as a Judicial Commissioner at the Supreme Court. On stepping down, he was appointed Senior Counsel in 2017, making him the first and only Tax and Trust lawyer to be given this accolade nationwide.
Edmund is a highly recognised individual in various legal directories for his expertise in the area of tax and private wealth law. His views on tax and wealth management are widely sought and publicised in the media, such as Bloomberg, BBC, Channel NewsAsia, Reuters, The Financial Times and The Straits Times. He was also a founding partner of a Singapore law firm that was associated with an international law firm, where he headed up the Tax and Wealth Management practices in Singapore.
Edmund is the President and an honorary member of the Singapore Trustees Association (STA). He is a co-founder of the STA which represents the interests of trust companies in Singapore.
Edoardo Collevecchio
Managing Director
Oppenheimer Generations Asia
Edoardo joined Oppenheimer Generations, a South African single family office, as Chief of Staff in 2016. In this role, he led the establishment of family office operations globally following the family’s sale of De Beers. He relocated to Singapore in 2021, and now oversees Oppenheimer Generations’ presence in Asia, representing the family office’s broader interests in the region as well as managing the Asian portfolio, with a focus on early and growth-stage investments.
Edoardo previously held roles at Barclays Bank in London and New York, working directly for the bank’s Group CEO. He holds a BA in International Studies from Warwick University, an MSc in Foreign Service from Georgetown University, and has recently completed his Executive MBA at Chicago Booth School of Business.
Since his move to Singapore, Edoardo has been active within the local family office ecosystem. Amongst other responsibilities, he is part of the teaching faculty for the Wealth Management Institute (WMI), as well as a member of its Family Office Circle.
Eduardo Saverin
Co-Founder and
Co-CEO, B Capital
Co-Founder, Facebook
Eduardo Saverin is a Co-Founder and Co-CEO of B Capital. Previously, he was the first investor in and Co-Founder of Facebook.
In under a decade, Eduardo and his leadership team have grown B Capital into a global firm with 8 locations, 100+ employees and over $7B+ in assets under management.
Today, he focuses on investing in the next wave of technological innovation. As an investor and mentor, he has advised and worked closely with an array of companies of all sizes and stages that share a common thread: a passion for people-centric innovation with pan-global ambitions that leverage technology.
Mr. Saverin earned a BA from Harvard University with cum laude honors. He is based in Singapore.
Katharine Hayhoe
Chief Scientist
The Nature Conservancy
Katharine Hayhoe is an atmospheric scientist whose research focuses on understanding what climate change means for people and the places where we live. She is the Chief Scientist for The Nature Conservancy where she leads and coordinates the organization's scientific efforts. Katharine also holds the positions of Horn Distinguished Professor and Endowed Professor of Public Policy and Public Law at Texas Tech University and has served as a lead author for the Second, Third, and Fourth U.S. National Climate Assessments. Her book, “Saving Us: A Climate Scientist’s Case for Hope and Healing in a Divided World,” was released in Sept 2021 and she also hosts the PBS digital series Global Weirding, currently in its fifth season. Katharine is a Fellow of the American Geophysical Union and the American Scientific Affiliation, an Honourary Fellow of the Canadian Meteorological and Oceanographic Society, an Oxfam Sister of the Planet, and the World Evangelical Alliance’s Climate Ambassador. She has received the National Center for Science Education’s Friend of the Planet Award, the American Geophysical Union’s Climate Communication Prize and Ambassador Award, the Sierra Club’s Distinguished Service Award, the Stephen H. Schneider Climate Communication Award, and has been named to a number of lists including the TIME100 most influential people, Fortune 50 world’s greatest leaders, Foreign Policy’s 100 global thinkers, and Working Mother’s 50 influential moms.
Nicola Crosta
CEO and Founder, Impact46
Nicola Crosta is the CEO and Founder of IMpact46. He is an experienced executive and one of the world's leading expert on philanthropy and impact investment. Prior to founding Impact46, Nicola worked as Executive Vice President of Epic Foundation and held senior positions at the United Nations and at the OECD. Nicola's work on development economics and philanthropy has been published worldwide and he has been a guest Professor at the MIT, Harvard, Sciences Po and Hong-Kong University. He is the Founder of the award-winning social enterprise Baan Dek, a nonprofit organization that provides thousands of migrant children from across South-East Asia with access to education and healthcare.
Tommy Teo
Managing Director, Cercano Management
Tommy Teo leads Cercano’s Southeast Asia investment team in Singapore.
Prior to joining Cercano, Tommy was an Executive Director with the Northstar Group, a Singapore headquartered private equity firm where he focused on growth and technology opportunities in Southeast Asia. Previously, Tommy was an investment banker with Citigroup in Singapore, and with Perella Weinberg Partners and Bear, Stearns & Co. Inc. in New York. Tommy was also an analyst at hedge fund sponsor Capital Z Asset Management.
Tommy received his BBA from the Ross School of Business at the University of Michigan.
Vishal Harnal
Global Managing Partner
500 Global
Vishal Harnal is a Managing Partner at 500 Global, a multi-stage venture capital firm that invests in founders building fast-growing technology companies.
He began his career in venture capital almost a decade ago, when he co-founded the firm’s Southeast Asia investment practice. That practice has invested in over 300 companies from early-stage to growth equity. Some early investments include Grab (NASDAQ: GRAB), Bukalapak (IDX: BUKA), Prenetics (NASDAQ: PRE), Carousell, Carsome, Gilmour Space, Stockbit, eFishery, among over 300 others.
Vishal is an active leader and patron of the VC ecosystem. He is a Kauffman Fellow and has taught VC programmes at Stanford, INSEAD and the Singapore-MIT Alliance. He sits on the expert panel of the Wealth Management Institute of Singapore, and is an office bearer at the Singapore Venture Capital Association. He co-founded The Unreasonable Podcast, a leading VC podcast in SE Asia, to help more people understand tech & startup investing. He actively speaks and advises on emerging trends and convergences in technology and humanity. His insights are regularly featured on premier networks such as Bloomberg, BBC and CNBC.
Prior to 500, Vishal practiced law at a top-tier firm where he specialized in resolving complex and high-stakes international investment, shareholder and political disputes. He is also no stranger to entrepreneurship, having built an education startup while in law school.
Wu Jihan (吳忌寒)
Co-founder, Chairman & CEO, Bitdeer Technologies Limited
A passionate pioneer of global nascent blockchain industry, Jihan was the first to translate Satoshi Nakamoto's whitepaper for Bitcoin into Mandarin in 2011.
Jihan went on to co-found Bitmain in 2013 and under his leadership grew the company into the world's largest designer and manufacturer of semiconductor chips and hardware used in bitcoin mining. He was recognised in 2018 by Fortune magazine’s “40 young people under 40” as being on the leading edge of fintech and transforming business.
After leaving Bitmain in 2021, Jihan founded Bitdeer and steered the company as its chairman to become a global leader in blockchain and high-performance computing technologies. Bitdeer was listed on the NASDAQ in 2023 under the stock code BTDR.
Jihan has a Bachelor's degree from Peking University in economics and psychology.
NAME
DESIGNATION
CONTENT
Agenda
Subject to changes
8.30AM – 9.00AM | Registration and Networking |
9.00AM – 9.30AM | Welcome Address |
9.30AM – 10.15AM | Fireside Chat: Investing in Today's Disruptive World |
10.15AM – 10.30AM | Break |
10.30AM – 11.15AM | Plenary 1: Creating the next phase of Family Office growth |
11.15AM – 12.00PM | Plenary 2: Investing in Tomorrow - AI and Tech Frontiers for Family Offices |
12.00PM – 1.00PM | Lunch |
1.00PM – 3.00PM | Masterclass: Rotation I
|
3.00PM – 5.00PM | Masterclass: Rotation II |
5.00PM Onwards | Networking and drinks |
Please note that the full event agenda is subject to change. Stay tuned for the latest updates.
Fees and Funding
Partners Forum (17 September) |
Fees Before Subsidy (Inclusive of GST) |
Fees after Subsidy (inclusive of GST) |
|
Singaporean Age below 40 / Permanent Residents (30% IBF-FTS Funding) |
Singaporeans Aged Above 40 (70% IBF-FTS Funding) |
||
Regular Ticket | $1,500.00 | $1,197.25 | $793.58 |
GFO Circle Member Ticket | $1,350.00 | $1,047.25 | $643.58 |
Corporate Ticket (Minimum 5 Tickets) |
$1,200.00 | $897.25 | $493.58 |
Notes:
- The Summit Masterclasses are accredited by the Institute of Banking and Finance (IBF) under the IBF Financial Training Scheme (IBF-FTS). IBF-FTS funding support is only available for Company-Sponsored individuals who are :
- Singapore Citizens or Singapore Permanent Residents.
- From Singapore-based Financial Institutions regulated by MAS or FinTech Firms certified by SFA. Click here for more information on funding and its eligibility criteria.
- Fees before subsidy is applicable for self-sponsored individuals and non-Singaporeans/PR.
- Eligible for 4 CPD Hours (IBF-FTS)
- For corporate registrations (minimum 5 tickets) and enquiries, please email us at
This email address is being protected from spambots. You need JavaScript enabled to view it.
Partners Forum (17 September) |
Fees Before Subsidy |
Regular Ticket | SGD $1,500.00 |
GFO Circle Member Ticket | SGD $1,350.00 |
Corporate Ticket (Minimum 5 Tickets) |
SGD $1,200.00 |
Fees after IBF Subsidy (inclusive of GST) |
|
Singaporean Age below 40 / Permanent Residents (30% IBF-FTS Funding) |
Singaporeans Aged Aove 40 (70% IBF-FTS Funding) |
SGD $1,197.25 | SGD $793.58 |
SGD $1,047.25 | SGD $643.58 |
SGD $897.25 | SGD $493.58 |
Notes:
- The Summit Masterclasses are pending accreditation by the Institute of Banking and Finance (IBF) under the IBF Financial Training Scheme (IBF-FTS). IBF-FTS funding support is only available for Company-Sponsored individuals who are:
- Singapore Citizens or Singapore Permanent Residents.
- From Singapore-based Financial Institutions regulated by MAS or FinTech Firms certified by SFA. Click here for more information on funding and its eligibility criteria.
- Fees before subsidy is applicable for self-sponsored individuals and non-Singaporeans/PR.
- CPD Hours: 4 CPD hours (pending IBF accreditation)
- For corporate registrations (minimum 5 tickets) and enquiries, please email us at
This email address is being protected from spambots. You need JavaScript enabled to view it.
Register Now
Registration to the Global-Asia Family Office Summit, Partners Forum is now closed.
For enquiries, please email us at
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