5th Annual Private Wealth Asia Singapore Forum

The 5th Annual Private Wealth Asia Singapore Forum is the region's leading conference for family offices, high net worth wealth managers and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector across Asia.

Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

Click Here to Book your Hotel Stay with our Special Room Block Pricing!

To inquire about reservations at a discounted rate, please reach out to Caroline Cheong at [email protected]

KEYNOTE SPEAKERS

Jim Rogers, Investment Expert and Author Financial Commentator And International Investor, Author: “Adventure Capitalist: The Ultimate Road Trip”- Guinness World Record Journey

Jim Rogers, a native of Demopolis, Alabama, is an author, financial commentator, adventurer, and successful international investor. He has been frequently featured in Time, The Washington Post, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times, The Business Times, The Straits Times and many media outlets worldwide. He has also appeared as a regular commentator and columnist in various media and has been a professor at Columbia University.

After attending Yale and Oxford University, Rogers co-founded the Quantum Fund, a global-investment partnership. During the next 10 years, the portfolio gained 4200%, while the S&P rose less than 50%. Rogers then decided to retire – at age 37. Continuing to manage his own portfolio, Rogers kept busy serving as a full professor of finance at the Columbia University Graduate School of Business, and, in 1989 and 1990, as the moderator of WCBS's 'The Dreyfus Roundtable' and FNN's 'The Profit Motive with Jim Rogers'.

In 1990-1992, Rogers fulfilled his lifelong dream: motorcycling 100,000 miles across six continents, a feat that landed him in the Guinness Book of World Records. As a private investor, he constantly analyzed the countries through which he traveled for investment ideas. He chronicled his one-of-a-kind journey in Investment Biker: On the Road with Jim Rogers. Jim also embarked on a Millennium Adventure in 1999. He traveled for 3 years on his round-the-world, Guinness World Record journey. It was his 3^rd Guinness Record. Passing through 116 countries, he covered more than 245,000 kilometers, which he recounted in his book Adventure Capitalist: The Ultimate Road Trip. His book, Hot Commodities: How Anyone Can Invest Profitably In The World's Best Market, was published in 2004. Another of his books A Bull in China describes his experiences in China as well as the changes and opportunities there. His book A Gift to My Children is a heartfelt, indispensable guide for his daughters (as well as for all adults and children) to find success and happiness. His latest memoir Street Smarts: Adventures on the Road and in the Markets was published in February 2013. Recently in January 2018, his book A Gift to My Children, 2^nd edition which was published in Chinese, was launched in China. And in October 2018, another of his book The Next Big Wave, published in Complex Chinese, was launched in Taiwan. Rogers had two number one bestsellers in Japan namely The Future of Japan and A Warning to Japan that were published in January and July 2019 respectively. His recent book China Race Track which detailed the future trends in China was published in 2021.

SPEAKERS

Leslie Lim Director Investment, Fixed Income Tsao Family Office

Hirowaka Murakami Chief Investment Officer Yamauchi-No.10 (Single- Family Office)

Carol Seah Founder, and Chief Executive Officer WYNNES Family Office (Multi-family office)

Stephen Pau Chief Investment Officer Hefeng Family Office

Jennifer Cheng Chief Executive Officer and Managing Director NewChic Capital (Single- Family Office)

Veiverne Yuen Founding Partner Blauwpark Partners (Multi-Family Office)

Roger Zhu Chief Executive Officer Winfield Global Capital (Multi-Family Office)

Eileen Yeo Chief Executive Officer Mornington Services (Single-Family Office)

Mahesh Kumar Co-Founder, Managing Partner Farro Capital (Multi-Family Office)

Dick Catlin Head of Private Investments Le Mercier (Single-Family Office)

Win Phromphaet Executive Vice President- Head of High Net-Worth Division Bank of Ayudhya

Sani Hamid Director, Wealth Management (Economy & Strategy) Financial Alliance Pte Ltd

Samantha Kong Senior Investment Director Cambridge Associates

Eleonore Dachicourt Managing Director, Head of Sustainability, Asia, Wealth Management BNP Paribas Wealth Management

Noli De Pala Chief Investment Officer Trilake Partners

Ana Isabel Group Chief Investment Officer Farringdon Group

Thomas Roland-Guyot Director - Private Markets and Hedge Fund Specialist UBS Global Wealth Management

Arjan de Boer Head of Markets, Investments & Structuring, Asia Indosuez Wealth Management

Ken Sze Head of Investments, Asia Barclays Private Bank

Kate Juan Managing Director Union Bancaire Privee

Jihyun Cho (CJ) Sparrow Director of Investments WTW

Clarisse Wong Asia, Real Estate Investment Lead Mercer

Chee Jiun Wen Head of Private Markets & Alternatives Bank of Singapore, Asia’s Global Private Bank

Kevin Gin Founder and Managing Director Alpha Capital (Single-Family Office)

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Key Discussion Topics

MANEUVERING THE MACRO

Learn how investors should navigate their global alternatives portfolios through major economic change

PRIVATE MARKET INVESTMENTS – TIME TO SHINE

Discussing the long-term outlook on private equity and credit and the opportunities in distressed assets

FIXED INCOME: CHALLENGES, OPPORTUNITIES AND WHAT TO EXPECT

With potential in credit markets, the opportunity in the floating-rate sector, the global market focus on politics, policy and crisis management, what role does fixed income play?

LIQUID VS. ILLIQUID ALTERNATIVE INVESTMENTS: UNRAVELLING OPPORTUNITIES AND CHALLENGES

Industry experts to shed light on the benefits, risks, and considerations surrounding liquid and illiquid alternative investments, aiming to support investors make informed decisions in today's dynamic financial markets.

ASSET ALLOCATION TRENDS, GOVERNANCE AND ESG

Environmental, Social, and Governmental discussions continue to evolve rapidly, the panel explores how investors assess longer-term strategies and share UN SDG framework opportunity for allocators.

THE GREAT EQUITY DEBATE: INSTITUTIONAL VIEWS ON STOCK MARKETS

Amidst slowing global growth, margin compression, and the challenging backdrop of high inflation and rising interest rates, hear the different strategies investors are using to determine their equity allocations and guide their investments.

PRIVATE CREDIT AMID GLOBAL RATE HIKES

The growth in private credit over the last decade has been seismic, to what extent should the growth of Australian private credit be capitalised on by local investors?

REAL ASSETS: ENERGY, REAL ESTATE AND INFRASTRUCTURE

As investors looking to align portfolios to global megatrends, this panel will discuss key opportunities and challenges of investing in real assets.

ARTIFICIAL INTELLIGENCE, WEB 3 AND DIGITAL ASSETS

Progressive investors to discuss the extent to which asset owners should allocate to digital assets as a proportion of their portfolios.

PORTFOLIO CONSTRUCTION - HOW ALLOCATORS ARE PLANNING FOR THE FUTURE

Gathering regional SFO principals and wealth managers to discuss the megatrends facing the industry.

REGISTRATION

INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.

MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.

PRICING

Early Bird I	1,500 USD	10/13/23
Early Bird II	1,900 USD	11/17/23
Pre-Event Registration I	2,200 USD	01/12/24
Pre-Event Registration II - Managers & Service Providers	2,600 USD	03/08/24
Event Registration - Managers & Service Providers	3,000 USD	04/04/24