Webinar: How to invest your first $100,000
Endowus Insights

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Leap into prosperity this CNY 💰Get a $88 head start to growing your wealth.

Webinar: How to invest your first $100,000

Updated
28
Nov 2023
published
17
Mar 2023
Webinar: How to invest your first $100,000

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Chapters

00:00 - Introduction

01:43 - About Endowus

04:07 - Why your first $100K is the most important

08:50 - How to take a holistic approach to your wealth

13:07 - Planning your wealth based on buckets

20:41 - The risk-return trade-offs of the portfolios

28:10 - What to know about costs and fees

34:50 - Quick recap of the investing your first $100K

41:07 - Product Demo: How to use Endowus

46:48 - Q&A

About the session

You’ve worked towards your first $100,000 — now what? For many, achieving their first $100,000 is often seen as a significant milestone in one’s financial journey. We’re here to share what you should do to work this sum harder for your financial success.

In this curated webinar, Gregory Van (Endowus CEO) and Sheryl Choong (Senior Client Advisor) will provide strategies and tips on how you can outline savings and investment plans for your first $100,000.

  1. Why is your first $100,000 a milestone, and how can you get there?
  2. What are suitable investing strategies for a near-term horizon?
  3. Longer-term investing strategies for retirement and legacy planning

About the speakers

Gregory Van, Chief Executive Officer, Endowus

Gregory Van is the Chief Executive Officer of Endowus, a leading fee-only wealth platform in Asia. Endowus’ mission is to democratise wealth management by providing people with access to better advice and products, empowering everyone to invest better to live easier today, and better tomorrow.

As CEO, Greg is responsible for driving the company’s growth and strategic execution. He started his career in investment banking at UBS, advising and fundraising for private equity and venture capital firms in the Asia Pacific region. Greg then joined Grab in its early days and was part of the pioneer team that launched the firm’s digital payments services across Southeast Asia.

He saw the need to combine his expertise at the intersection of finance and technology to empower all investors with access to expert advice and institutional-quality products at low, fair fees. 

Greg believes in advancing the human experience of money. Alignment of incentives by being fee-only, coupled with personalising and automating wealth management provides every investor with the highest probability of success in reaching their financial and life goals.

Greg was recently awarded the CEO of the Year for the Singapore market at Asia Asset Management’s Best of the Best Awards 2022.

Sheryl Choong, Senior Client Advisor, Endowus

Sheryl is a Senior Client Advisor at Endowus, a leading fee-only wealth platform in Asia. She has spent the past 10 years in Private Banking with Credit Suisse, UBS and Morgan Stanley where she was a Relationship Manager providing wealth advisory to HNW Individuals and Family Offices in Singapore, Thailand and Malaysia.

She began her career in auditing and graduated Magna Cum Laude from the University of Southern California with a Bachelor’s Degree in Accountancy.

At Endowus, she works with individuals from all walks of life, family offices and corporates to find the right investment solutions to help them achieve their wealth and investment goals. She is a believer in democratising investing and hopes to improve financial literacy so that investors can come to realise that investing can actually be accessible, simple, fair, and come with low costs.

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Investment involves risk. Past performance is not necessarily a guide to future performance or returns. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested. Rates of exchange may cause the value of investments to go up or down. Individual stock performance does not represent the return of a fund.

Any forward-looking statements, prediction, projection or forecast on the economy, stock market, bond market or economic trends of the markets contained in this material are subject to market influences and contingent upon matters outside the control of Endowus Singapore Pte. Ltd. (“Endowus”) and therefore may not be realised in the future. Further, any opinion or estimate is made on a general basis and subject to change without notice. In presenting the information above, none of Endowus, its affiliates, directors, employees, representatives or agents have given any consideration to, nor have made any investigation of the objective, financial situation or particular need of any user, reader, any specific person or group of persons. Therefore, no representation is made as to the completeness and adequacy of the information to make an informed decision. You should carefully consider (i) whether any investment views and products/ services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances. You may also wish to seek financial advice through a financial advisor or the Endowus platform and independent legal, accounting, regulatory or tax advice, as appropriate.

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