Skip to main content

Global-Asia Family
Office Summit 2024

Global-Asia Family Office Summit 2024

Generations Forward: Steering Growth
for Family Offices

16 September 2024
Grand Hyatt Singapore (Grand Ballroom)

By Invitation Only

About the Single-Family Office Forum

The Single-Family Office Forum serves as a trusted environment for Family Principals and Single-Family Office Professionals 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 delve into many highly relevant topics for SFOs, aimed at fostering success across generations. Participants will be able to draw from the experiences of our distinguished speakers and global family offices and discover new perspectives and approaches in areas such as professionalizing family offices, capital deployment, investment strategies and family governance and impact .

Who is invited:
Family Principals and Single-Family Office Professionals

To register for the event please contact: Joewe Neo, Deputy Director – Family Office, WMI
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Contact Number: +65 9643 1551

What To Expect

Distinguished speakers and global family offices to enrich your practice and strategies in key areas

In-demand family office topics such professionalising family offices, capital deployment, investment strategies, and family governance and impact
A trusted, invite-only environment with fellow leading family offices and business families from Asia and around the world to share insights and learn

Roundtables

Read more on our Roundtables


ROUNDTABLE 1

Growth Strategies for Family Offices in Asia-Pacific (Mandarin)

READ MORE >>

Roundtable 1: Growth Strategies for Family Offices in Asia-Pacific (Mandarin)

Conducted in Mandarin, this roundtable dives into investment and governance strategies tailored for family offices looking to grow from a base in Singapore towards the broader ASEAN and APAC regions. Hear from a range of family offices and domain experts on innovative approaches to wealth management, investment diversification, and succession planning, addressing the unique challenges and opportunities facing family offices who have more recently arrived in Singapore. Learn from real-world case studies and discover actionable strategies to foster long-term growth and resilience for your family office.

ROUNDTABLE 2

Philanthropy and Impact Strategies for Family Offices

READ MORE >>

Roundtable 2: Philanthropy and Impact Strategies for Family Offices

This roundtable explores the cutting-edge developments in philanthropy and impact capital, while examining how to translate family values into impactful strategies and navigate intergenerational differences in impact approaches. Renowned speakers from the field will also discuss effective methods for selecting and implementing the right impact investment opportunities, sharing key insights from Asia, Europe, and the US. Participants will also learn how to achieve financial goals while generating meaningful societal and environmental outcomes.

ROUNDTABLE 3

Family Office Discovery Colloquium – Founder's Sessions

READ MORE >>

Roundtable 3: Family Office Discovery Colloquium – Founder's Sessions

This Founder's Session offers an exclusive platform for founders of high-growth companies and family office leaders to explore emerging trends reshaping the innovation landscape. Learn how family offices can forge stronger partnerships with top entrepreneurs and founders, and how family capital provides unique value to high-growth companies beyond other forms of capital. Discover the key success factors for accessing the right innovation investment opportunities and how to leverage the strengths of family offices in the start-up ecosystem.

Dialogue with Experts

Stay Tuned for the exciting lineup of more speakers to be unveiled in the upcoming weeks.

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 Deputy Chairman of the Monetary Authority of Singapore Board of Directors 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.

Prof Ankur Teredesai

CEO of CueZen Inc. and Professor of Computer Science & Systems, University of Washington


Ankur Teredesai, is the founder and CEO of CueZen and a tenured professor at the University of Washington. His research of over 2 decades in Healthcare AI has resulted in over 100+ publications advancing fair and equitable use of AI and Machine Learning across the continuum of care with several algorithms deployed today across global health systems from dynamic risk prediction in neo-natal care to his work on using AI to reduce hospitalizations and improving quality of life with transitions to palliative care.

In 2015, Ankur Teredesai spun-out his first healthcare AI venture, KenSci which was acquired by Providence Health Systems in 2021. He subsequently founded CueZen with a mission to drive AI driven personalized care at nation scale. Today, CueZen’s personalized recommendation engine powers numerous behavior change solutions from wellness to sleep, to personalized chronic condition management, and is embedded inside well recognized nation scale health platforms including NHS, Ministry of Health Singapore, Tata in India and within digital therapy solutions in the US.

Prof. Teredesai’s vision is that the day is not far when AI will enable personalize the standard of care for every individual on this planet. His aim is to ensure that when this happens, it is fair, equitable, and scalable to large populations.

Caesar Sengupta

CEO and Co-Founder
Arta Finance


Caesar Sengupta is the CEO and co-founder of Arta Finance. Arta equips professionals with their own digital family office - enabling them to grow, protect, and enjoy their wealth. Arta is available in the US for accredited investors with other countries including Singapore coming soon. Arta is backed by Peak XV (formerly Sequoia India & SEA), Coatue and Ribbit and more than 140 luminaries in tech and finance including Eric Schmidt, Betsy Cohen and Lip Bu Tan.

This is a continuation of Caesar's passion for using technology to bring greater access. In his last role at Google as VP & GM of Payments & the Next Billion Users initiative, he led Google Pay, which went from 0 to 200M+ users in ~5 years. Prior to that, he started and led Chromebooks to become the #1 device used in education and #2 overall and helped drive strategic investments for Google into Asian unicorns like GoTo (Indonesia), Reliance Digital (India), Glance (India) etc. Caesar previously worked as an engineer at Encentuate (acq. IBM) and HP Labs.

Caesar has an MBA from Wharton, an MS in CS from Stanford, and holds 16 patents in operating systems design. He and his wife are members of the UNICEF International Council and Founding Philanthropists of The/Nudge Foundation. He is based in Singapore.

David Gregg Wilson

Founder and CEO
SEAM Ventures


Before starting SEAM Ventures, David was the Head of Business and Creative Affairs at EON Screenwriters Workshop and a film executive at EON Productions Ltd, producers of the James Bond 007 film series. He has worked on 11 features films, first in Japan with legendary filmmaker Imamura Shohei followed by 7 Bond features from ‘Licensed to Kill’ through ‘Quantum of Solace’. He has performed various roles on feature films from assistant director to producer, as a story development executive and screenwriter, a database architect and programmer, a journalist, as well as working in product development for merchandising and licensing of the Bond franchise.

He continues to work with his single family office as an investment advisor and VP of Global Business Strategy while pursuing his own alternative investments in private equity and venture. He invests globally as an advisor and invesotr in early stage startups. His investment focus is on collaborative economies and civil security. David believes that to achieve the innovation we need at the speed we require, we will need to build platforms for mass collaboration that employ new economic models.

Dawn Chan

CEO of CIIP & Managing Director of Investments
Temasek Trust Capital


Dawn is the CEO of CIIP and Managing Director of Investments at Temasek Trust Capital. Dawn leads and sets the strategic direction and growth of CIIP, and manages the investment portfolio for Temasek Trust Capital.

As an experienced investor, she draws on over 20 years of investment experience in private equity, venture and fund-of-fund investments across Asia, the US and Europe. Prior to joining Temasek Trust, she helmed the Consumer unit at Temasek International, where she spent 19 years. Dawn started her investment career at Vertex Holdings, a venture capital fund in Singapore. She was previously at Asia Pacific Molecular Biology Network and Singapore’s National Science & Technology Board.

Dawn Tan

Director, Asia Centre for Changemakers
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.

Eddy Chan

Family Principal and Founding Partner
Intudo Ventures


Eddy Chan is a founding partner of “Indonesia-only” independent venture capital firm Intudo Ventures with ~US$300 million in committed capital, that supports as the “Indonesia-beachhead” strategy for top tier institutions, funds (including Founders Fund founded by Peter Thiel), 10+ Forbes Midas List investors and family offices in the world (coupled with 35+ hyperlocal Indonesian conglomerates/families).

Intudo is the only venture capital firm that exclusively invests in Indonesia. The firm has the largest early-stage investment team in Indonesia and its portfolio companies include Xendit, Pintu, Pinhome, and more.

Eddy has been/scheduled to be a featured speaker at the annual SuperReturn Asia (2022-2024), Harvard Asia Business Conference (2019-2024), MIT Asia Business Conference (2020-2024), Berkeley Haas Asia Business Conference (2023-2024), and Southeast Asia MBA Conference (2018-2024), as he works closely with top Indonesian “Pulkam S.E.A. Turtles” and local Indonesian talent via professional and student associations.

Prior to co-founding Intudo Ventures, Eddy worked on venture investments in startups since the late 1990s, including PayPal, Palantir, and Affirm, founded and operated venture-backed technology companies with operations in Silicon Valley and Asia, practiced corporate/M&A law and worked as an investment banker.

Eddy holds a J.D. from Georgetown University Law Center, where he was a Global Law Scholar, and a B.S. in Business Administration from the University of California, Berkeley’s Walter A. Haas School of Business.

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.

Harshika Patel

Asia Private Bank CEO and Hong Kong CEO
J.P. Morgan


Harshika Patel is the Chief Executive Officer of J.P. Morgan Private Bank in Asia and the Chief Executive Officer of J.P. Morgan in Hong Kong. As Chair of J.P. Morgan’s Asia Pacific DEI Council, she also helps to lead the strategy for the firm’s diversity and inclusion initiatives in the region.

Harshika is also Chair of the Asia Securities Industry & Financial Markets Association, the leading financial industry association focused on developing regional capital markets. Prior to leading the Private Bank in the region, Harshika served as the Asia Pacific Head of Strategy for J.P. Morgan. In this role, she was responsible for driving and implementing the firm’s strategy across its 17 operating markets in Asia Pacific.

In 2013, Harshika joined J.P. Morgan as a Managing Director based in Singapore to lead the Asia Commodities Sales and Structuring business and the Electronic Sales business, delivering electronic trading services across macro products to institutional clients. Harshika has over three decades of experience in financial services. Prior to joining J.P. Morgan, Harshika was at Barclays Capital for 10 years where she held a variety of roles including Deputy Treasurer for Barclays Capital, and Global Chief Operating Officer for the Commodities business. She was previously a Senior Manager in the Financial Services Practice at Deloitte London providing assurance and advisory services to global financial institutions.

Jed Emerson

Chief Impact Officer, AlTi Tiedemann Global and award-winning author


Jed’s leadership on impact investing has influenced the sector from its very beginning. He has co-authored seven books, including “Impact Investing: Transforming How We Make Money While Making a Difference,” a Nautilus Gold Book Award winner and the first book on impact investing, and authored “The Purpose of Capital: Elements of Impact, Financial Flows and Natural Being.”

He is a frequent speaker at conferences, including appearances at The World Economic Forum and Clinton Global Initiative. Jed is a Senior Fellow with the Center for Social Investment at Heidelberg University (Germany) and the Center for Sustainable Finance and Private Wealth at the University of Zurich and has held faculty appointments at Harvard, Stanford, and Oxford business schools. He has taught social entrepreneurship at Kellogg Business School, Harvard Business School, and NYU-Abu Dhabi.

In addition to his role at AlTi, Jed is Senior Fellow with ImpactAssets, a nonprofit financial services firm. He has founded and co-founded some of the nation’s leading impact investing, venture philanthropy, community venture capital and social enterprises. Jed was strategic advisor to investments for five family offices with over $1.4 billion in total assets, executing 100 percent impact/sustainable investment strategies with their total net worth.

Jin Yee Young

Co-Head Global Wealth Management Asia Pacific & Country Head
UBS Singapore


Jin Yee Young is Co-Head UBS Global Wealth Management Asia Pacific with primary responsibility for Singapore, Southeast Asia and onshore locations – Japan, India and Australia. Additionally, Jin Yee also holds the role of Country Head UBS Singapore.

In these roles, Jin Yee will continue to strengthen the strategic positioning of Singapore and Southeast Asia, Japan, India and Australia by increasing market share and delivering UBS’s growth strategy within Asia Pacific (APAC).

Jin Yee has more than 25 years of experience in APAC’s wealth management industry, with a deep understanding of Asian markets and strong leadership skills garnered over the years. Prior to joining UBS, Jin Yee Young was Managing Director and Head of the International Private Bank Asia Pacific at Deutsche Bank AG. She was with Credit Suisse for almost 20 years, where she was the Deputy Head of Wealth Management APAC, Head of Wealth Management Singapore, Deputy CEO Singapore and CEO for SymAsia Foundation. Prior to these roles, she held senior leadership positions including Market Group Head for Singapore, Malaysia and Switzerland and various leadership roles in markets such as Indonesia, Taiwan, China, Hong Kong and Japan. Before joining Credit Suisse, she was with DBS Private Bank and Citibank Singapore.

Jin Yee holds a Bachelor of Arts and Social Sciences (Honors) from the National University of Singapore, majoring in Economics.

Joe Dowling

Global Head of Blackstone Multi-Asset Investing (BXMA)
Former CEO of Brown University’s Investment Office


Joe Dowling is the Global Head of Blackstone Multi-Asset Investing (BXMA), where he oversees and leads all of BXMA’s investment activities.

Prior to joining Blackstone in 2021, Mr. Dowling led Brown University’s endowment, including as Chief Executive Officer from July 2018 to July 2020 and Chief Investment Officer from June 2013 to July 2018. Mr. Dowling also served as interim Chief Financial Officer of the University from May 2019 until January 2020, leading all finance and treasury functions as well as cash and debt management.

Before joining Brown University, he was the Founder and Chief Executive Officer of Narragansett Asset Management, where he managed funds for institutions, pension funds, and endowments. Mr. Dowling has also worked for First Boston and Tudor Investments.

Mr. Dowling has a B.A. from Harvard College and an MBA from Harvard Business School.

Jielin (Justin) Mo

CIO
Script Assets


Justin is the CIO of Script Assets, a single-family office with dual offices in Palo Alto and Hong Kong, and of a tech background. Since 2019, he has been managing a technology-focused portfolio, which includes both fund investments and direct investments.

Jeffrey Jaensubhakij

Group Chief Investment Officer
GIC


Dr Jeffrey Jaensubhakij was appointed Group Chief Investment Officer in January 2017. He oversees GIC’s total investment portfolio and works with investment group heads to develop and manage investment strategies across all asset classes. He also leads the development of medium- and long-term investment strategies and capabilities to optimise the risk-reward of the total portfolio across changing investment environments. He joined GIC in 1998 as an economist and subsequently joined the Equities department as a portfolio manager. He led the US & Developed Markets Equities team out of New York before being appointed President, Europe in 2011 to head GIC’s investment activities in Europe across public and private asset classes. He became President of Public Markets and Director of Public Equities in 2013 and Deputy Group Chief Investment Officer in 2016.

Dr Jaensubhakij holds a Bachelor of Arts degree in Economics from Cambridge University, as well as a Master and PhD in Economics from Stanford University.

Ling Yuan Chun

Vice President, Head of Family Capital & Impact
Vice President, New Ventures
Singapore Economic Development Board


Mr. LING Yuan Chun is the Vice President and Head of Family Capital & Impact (FCI) at the Singapore Economic Development Board (EDB). He is directly responsible for EDB’s strategies in developing the Family Offices ecosystem that is experiencing tremendous growth. In addition, Yuan Chun is the Vice President of New Ventures, where he oversees the development of corporate innovation, venture and founder ecosystem.

Yuan Chun was previously the Vice President of Mobility, a sector that is experiencing disruption in the way people and goods are moved from 2020 to 2022. He was concurrently the Vice President of Customer Experience & Marketing, where he oversaw the design and development of new digital systems as part of the organization’s digital journey. From 2014 to 2017, Yuan Chun headed various roles in the Semiconductors Division. During which, he worked closely with top international companies from the Electronics industry to facilitate their investments into Singapore and transform their operations in Singapore.

Yuan Chun spent 3 years (2010 to 2014) in San Francisco, California, overseeing EDB’s investment promotion efforts in Northern California, Washington, Utah and Idaho. In addition, Yuan Chun represented EDB as the Secretariat for the Singapore Manufacturing Excellence Award (MAXA) and Manufacturing Excellence Community (MEC) from 2009 to 2010.

Yuan Chun is a Singapore GlaxoSmithKline-EDB scholar. He graduated with a Bachelors of Engineering Degree (Mechanical Engineering) from Cornell University (New York, USA) and a Masters in Mechanical Engineering from Stanford University (California, USA).

Manraj S. Sekhon

CIO, Templeton Global Investments
Co-CEO, Templeton Asset Management
Member of the Global Executive Committee, Franklin Templeton


Manraj S. Sekhon is the Chief Investment Officer of Templeton Global Investments, Co-CEO of Templeton Asset Management and a Member of the Global Executive Committee of Franklin Templeton. He oversees over 100 investment professionals in 15 countries and the full suite of Global, Asia and Emerging Markets equity strategies offered by the group, covering global, regional, single-country, small cap, frontier and private equity.

Prior to joining Franklin Templeton in 2018, Mr. Sekhon served as the Chief Executive and Chief Investment Officer of Fullerton Fund Management, the asset management subsidiary of Temasek. Before this, Manraj occupied various roles in London at Mercury Asset Management (now BlackRock), Invesco Asset Management and Henderson Global Investors.

Manraj has some 30 years of global investment experience and previously won the ‘Best Fund Manager’ award from Professional Adviser. He was also ranked in both the ‘Citywire Top 100 Fund Managers’ and the ‘Professional Adviser Hot 100 Fund Managers’.

Manraj graduated from the University of Warwick with a Bachelor of Science (Honours) in Management Sciences and is a Chartered Financial Analyst (CFA). He sits as an Advisory Board member to the UK Department for International Trade, a Council member for the Singapore-India Business Roundtable, an Advisory Council member of the CFA Society Singapore and an Advisor to the Investment Committee of the Singapore Management University (SMU). He also serves as a Board Director of the Singapore Repertory Theatre and is a member of the Young Presidents Organization (YPO).

Mark Machin

Co-Founder & Managing Partner, Intrepid Growth Partners and former President and CEO, Canada Pension Plan Investment Board (CPPIB)


Dr Mark Machin is Founder and Managing Partner of Intrepid Growth Partners. Mark trained in Physiological Sciences including specialization in neurosciences at Oxford, researched developmental biology, and studied Clinical Medicine at Cambridge before pursuing a career in finance. For more than two decades he worked at Goldman Sachs in Europe and Asia where he was a Partner and among other roles was Vice Chair and the Head of Investment Banking for Asia Pacific. He then joined CPPIB first as Head of International and then served as President and CEO for five years. While at CPPIB, Mark chaired its investment committees and oversaw more than $500B of investment in many companies and investment funds. Under his leadership, CPPIB was one of the best-performing global pension funds.

Before founding Intrepid Growth Partners, Mark co-founded and was the founding CEO of Opto Investments, a software platform that raised a $145M series A and is using software to create a new market for investment advisors to access alternative investments. Mark served on the boards of Sequoia Heritage, Serendipity Capital and currently serves on GIC's International Advisory Board and is an independent non-executive director of CVC Capital. He is an advisor and mentor to a number of technology and early-stage companies in North America and Europe.

Martin Schwab

Family Principal and CEO
Ocean Born Impact


Martin Schwab has been working in private equity for 25 years, executing over 50 transactions and sitting on over 20 boards. Before co-founding the Ocean Born Foundation in 2020 and becoming CEO of Ocean Born Impact in 2024, Martin was a Founding Partner of Pamplona Capital Management. Previously, Martin worked at CapVest and Merrill Lynch. Martin holds a Bachelor of Social Sciences (Magna Cum Laude) from the University of Ottawa and an MSc from the London School of Economics (Distinction in Macroeconomics)

Sam Rhee

Co-founder, Chairman & Chief Investment Officer
Endowus


Samuel Rhee is Co-founder, Chairman and Chief Investment Officer of Endowus. He is the former CEO and CIO of Morgan Stanley Investment Management in Asia, with nearly three decades of institutional investing experience in Singapore, Hong Kong, and London.

Endowus is Asia’s leading independent digital wealth platform, and the first digital advisor in the region to span personal savings, private wealth and public pension (CPF & SRS in Singapore), helping investors – individuals, family offices, endowments, and institutions – grow their wealth holistically, with conflict-free advice and access to institutional financial solutions at low and fair fees, through a personalised digital wealth experience. Today, Sam heads the Endowus Group Investment Office and ensures every client has greater access to holistic portfolios that are thoughtfully designed to meet their specific wealth goals. He is responsible for the company’s asset allocation and investment selection across all offerings, with a vision to provide individual investors with the same knowledge, resources, and products traditionally only made available to institutional investors, at a low, fair fee. Endowus solves the biggest problems of wealth and investing, and retirement adequacy, leading the firm to become the first and largest digital advisor for CPF investing in Singapore.

Sam passionately advocates for greater financial literacy, time-tested and evidence-based advice, lower costs, the industry elimination of hidden fees, and a corporate culture that puts the client’s needs first.

As a FinTech investor and expert, he is passionate about leveraging technology to solve socio-economic problems such as the retirement adequacy and global pension crisis. Sam is currently a member of the World Economic Forum’s Longevity Steering Committee. Together with other leaders across the public and private sector, Sam participates in dialogues to address longevity concerns and drives collaboration efforts directed at managing the financial implications of aging populations.

Sam also serves as an Independent Director on the Board of Naver Corp, where he lends his extensive knowledge and expertise to the global ICT conglomerate headquartered in South Korea.

Young Guo

General Partner
IDG Capital


Young Guo joined IDG Capital in 1999. He led many investments in technology and consumer product sectors. Prior to joining IDG Capital, Young was a member of the Soros Fund Management in New York. He also worked at W.R. Grace & Co. in Maryland as an engineer. Young holds a Ph.D. from the University of Massachusetts at Amherst, an MBA from Columbia Business School, and a bachelor’s degree from Shanghai Jiaotong University.

Kelvin Teo

CEO & Co-founder
Founding Societies | Modalku Group


Kelvin Teo is the co-founder and Group CEO of Funding Societies | Modalku. Having studied at Havard (HBS) and being in the presence of many brilliant minds, HBS made him believe that he can “make a difference”. Kelvin met his classmate and co-founder Reynold Wijay and they shared a common dream of wanting to pay forward to society. They had an interest in helping other underdogs and making a positive impact in Southeast Asia. Hence, they started Funding Societies.

Having founded the Fintech company in 2015, Kelvin has led the company with the vision to empower SMEs in Southeast Asia via short-term lending and payments solutions. To date, the company has disbursed over US$3 billion with more than 5 million transactions of business financing to SMEs across the region.

As one of the Top 200 FinTech Influencers in Asia, Kelvin has spoken at major conferences such as Money20/20, Seamless Asia, and the Singapore Fintech Festival. He has been a key member of the Singapore FinTech Association’s Digital Finance Subcomm since 2018 and named by the association as among the Top 12 Fintech Leaders in Singapore in 2020.

Prior to this, Kelvin held Senior Business Analytics positions at major consulting firms such as McKinsey, Accenture and KKR where he worked directly with C-level executives to develop and implement corporate and operations strategy at leading companies in Southeast Asia. He brings a very varied experience not only in financial services but also in energy, media, telecoms and the healthcare industry.

Kelvin graduated with a Master of Business Administration from Harvard Business School and a Bachelor of Business Administration (Accounting) from the National University of Singapore. He is also a certified Chartered Accountant by the Institute of Singapore Chartered Accountants (ISCA).

Philip von Wulffen

Investor and Visionary Leader
JAB Holding Company


Mr. Philip von Wulffen, an active investor and visionary leader, oversees a legacy spanning almost two centuries in the form of JAB Holding Company, a renowned evergreen investor, and the pioneering JCP Fund, a strategic co-investor. With a profound commitment to sustainable and impactful investments, JAB Holding Company has become a global leader in consumer goods and services, championing long-term value creation through its unique Platform Investing Philosophy.

Dr Michael Zeller

Head, Artificial Intelligence Strategy & Solutions
Temasek


Dr. Michael Zeller is the Head of Artificial Intelligence & Solutions at Temasek and is responsible for the global investment company’s AI venture building and accelerating the deployment of AI technologies to create scalable AI products and solutions.

Dr. Zeller joined Temasek in July 2020 and is a founding team member and board member of Aicadium, a global tech company founded by Temasek in 2021 to provide Artificial Intelligence solutions to companies in its ecosystem and beyond.

Before joining Temasek, Dr. Zeller was the CEO of Dynam.AI, an AI consultancy and solutions firm. He has over 20 years of experience as an entrepreneur, executive and advisor of technology-centric organisations.

Dr. Zeller has also served as Secretary/Treasurer on the Executive Committee of ACM SIGKDD, the premier international organization for data science. In 2020 he was honoured with the ACM SIGKDD Service Award in recognition of his outstanding contributions to professional Knowledge Discovery and Data Mining societies or society-at-large through applications of knowledge discovery and data mining.

Dr. Zeller currently serves on the Board of Directors of Tech San Diego, which represents the region’s information technology industry with focus on advanced analytics. He is also LPAC member at the AI Fund, a venture capital firm that strives to move humanity forward by accelerating the adoption of AI.

A frequent speaker at conferences and industry events, Dr. Zeller has published various articles and white papers on AI, data science and machine learning.

Dr. Zeller received his Ph.D. in Physics from the University of Frankfurt (Germany) and received a visiting scholarship from the Department of Physics at the University of Illinois at UrbanaChampaign, and was the recipient of a Presidential Postdoctoral Fellowship from the Computer Science Department at the University of Southern California.

Terry Chou

Partner, Alpha Intelligence Capital


Terry is passionate about investing and helping entrepreneurs through their personal journeys. Her mission is to partner with founders to bring disruptive AI technologies to the market; she plays an integral role as a board member/observer of portfolio companies. At AIC, Terry has a successful track record leading advanced AI investments across regions with a focus on cybersecurity, FinTech and SaaS.

As an accomplished investor with a mission and over 12 years of experience in venture capital and private equity, Terry joined AIC as an investor and a founding member of Fund I in 2017. She led AIC’s investments in ReaQta (acquired by IBM in 2021), SenseTime (HKSE: 0020), AI Music (acquired by Apple in 2022), QxBranch (acquired by Rigetti in 2019), Envelop Risk, Osaro, GetVisibility and Vamstar.

Prior to AIC, Terry spearheaded technology investments at VMS Investment Group (US$2.0bn+ AUM). She deployed over US$180m investments in technology and health-tech investments, with notable investments such as iQiyi (Nasdaq: IQ), Universal Medical Group Company (2666.HK) and Talkingdata. Before working at VMS, Terry was a M&A advisor for listed companies.

Terry is also a frequent speaker at conferences in Asia, such as EchelonX, Hong Kong Fintech Week and APAC Women in Private Equity Summit. She is a personal investor in Cerebras, Reddit, Clay, K Health and Sandbox VR. Additionally, she is an advocate for FemTech entrepreneurs and investors in APAC region.

Terry holds a BSc in Economics from the London School of Economics and Political Science.

Zhang Wanjuen

Family Principal
Hong Thye Holdings


Wanjuen joined her family investment holding company in 2020. A family office that is managed by the 4th generation, Wanjuen is responsible for the operations and financial reporting of the company. She also plays an important role as the ‘central nervous system’ of the family enterprise ensuring all financial matters are in line with the family’s values, goals, and objectives.

Wanjuen spent 12 years with UBS as Head of Southeast Asia for the Client Strategy Office. Prior to joining UBS, Wanjuen worked at Standard Chartered Private Bank and The Event Company.

Wanjuen graduated from the University of Southern California with a Bachelor of Science. She and her husband have 4 children.

Zixi Wang

Investment Director, Script Assets


Zixi leads AI/emerging technology allocation. He has 5 years of experience in tech-background single family office and has been engaged in TMT alternative investment throughout his career.

Agenda

Subject to changes

8.00AM ⁠– 10.00AM

Owner’s Symposium Breakfast (By-Invite Only)

9.30AM ⁠– 10.10AM

Registration and Networking

10.10AM ⁠– 10.15AM

Welcome Address

10.15AM ⁠– 11.05AM

Plenary 1: Designing Your Family Office Blueprint for Long-Term Growth

11.05AM ⁠– 12.00PM

Plenary 2: Investing in AI for Family Offices: Hype, Realities and Strategies

12.00PM - 1.10PM

Lunch

1.10PM - 1.45PM

Keynote

2.00PM - 2.45PM

Plenary 3: CIO Roundtable: Your Global Portfolio Today

2.45PM - 3.15PM

Break

3.15PM - 4.30PM
  • Roundtable 1: Growth Strategies for Family Offices in Asia-Pacific (Mandarin)
  • Roundtable 2: Philanthropy and Impact Strategies for Family Offices
  • Roundtable 3: Family Office Discovery Colloquium – Founder's Sessions
4.30PM onwards

Networking and drinks

Please note that the full event agenda is subject to change. Stay tuned for the latest updates.

Fees

Prices in SGD
Single Family Office Forum Fees before Subsidy 
(Inclusive GST)
Regular Ticket $1,500.00
Early Bird tickets (Available till 31st July) $1,350.00

Contact Us