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Register for:

ACCREDITED INVESTOR Track
RETAIL INVESTOR TRACK
If you are an Accredited Investor with Endowus, please do not register here.
‍ Kindly refer to the invitation sent to your Endowus-registered email address, or reach out directly to your Client Advisor.
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Secure your access to the Accredited Investor Track

Thank you for registering for the Endowus Wealth Summit 2025.

As part of Monetary Authority of Singapore regulations, only verified Accredited Investors (AI) may access the content in the Accredited Investor Track. To complete your registration, we kindly ask that you complete the form below.

Once your AI status has been verified, you'll receive an email confirming your spot at the Summit.

Please enter the email address you used to register for the Summit.
*Kindly upload documentation from your Financial Institution confirming your AI status.
‍This may be in the form of a letter, email, or official correspondence. It should include your full name and be dated within the past 12 months.
*Kindly upload supporting documents (dated within the last 3 months) that demonstrate either:
 - Net financial assets exceeding S$1 million (or its equivalent in a foreign currency)1; OR
- Income in the preceding 12 months of at least S$300,000 (or its equivalent in a foreign currency)
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*Any documents provided will be used exclusively to verify your eligibility for this event as an Accredited Investor. All information will be treated with the utmost confidentiality and will not be used for any other purpose.
1Financial assets (net of any related liabilities) means:
(i) a deposit as defined in section 4B of the Banking Act (Cap. 19);
(ii) an investment product as defined in section 2(1) of the Financial Advisers Act (Cap. 110); or
(iii) any other asset prescribed as a “financial asset” for purposes of establishing AI status by MAS.
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Seeking Clarity in a New Reality

highlights
from 2024

The Endowus Wealth Summit 2025 is a call to clarity and confidence—empowering you to steward your wealth in an era of change.

This year, we bring together global leaders in investment, wealth, and economics to confront today's defining themes. From questions of US exceptionalism to the rise of AI and heightened geopolitical risks, expert perspectives will help decipher these topics, allowing you to gain actionable strategies.

For the first time, the Summit introduces dedicated tracks for Retail and Accredited Investors, ensuring you receive the insights and tools most relevant to your wealth journey.

Join us and shape the next chapter of your financial future.

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Thank you for being a part of #EWC2024

Thank you to the 3000 of you for joining us at Endowus WealthTech Conference (EWC) 2024, both in-person and virtually over the morning and afternoon session. Your presence and active participation have played an instrumental role in making this conference a resounding success.



At Endowus, our mission is to enable everyone to invest better to live better. So, we hope that EWC 2024 has enriched your understanding of the future of WealthTech for industry players, as well as of better money management for investors. The diverse and valuable perspectives shared over both days were truly inspiring.

Catch some of the photo highlights below, and the session takeaways here.

See you next year!

Here’s what happened!

Agenda

Main Sessions
11:30 PM
12:30 PM
Registration Opens
12:30 PM
12:40 PM
Opening Remarks:
‍Welcome Speech & What's New at ‍Endowus
‍Lucky Draw Announcement
12:40 PM
12:55 PM
Keynote:
‍State of the Markets
12:55 PM
1:25 PM
Fireside:
‍Bracing for a New Global Reality
1:25 PM
2:20 PM
Presentation by Dimensional Fund Advisors & Panel:
Is It Time to Look Beyond the US?  
2:20 PM
2:30 PM
Coffee break
2:30 PM
3:10 PM
Panel:
‍Are We Early or Late on AI?
3:10 PM
3:50 PM
Panel:
‍Is It Time for Singapore and SEA?
3:50 PM
4:10 PM
Transition break and booth walk-around
Retail investor track
accredited investor track
4:10 PM
4:50 PM
Panel:
‍Beyond Traditional - Alternative and Real Assets
4:50 PM
5:30 PM
Investment Themes of 2026:
One-Minute Perspectives from Fund Managers
5:30 PM
5:40 PM
Coffee break
5:40 PM
6:20 PM
Panel:
‍Reimagining a Better FIRE & Retirement
6:20 PM
6:30 PM
Closing remarks and lucky draw announcement
Due to the nature of private market investments and Monetary Authority of Singapore regulations, the content of this track is only accessible to verified Accredited Investors.
4:10 PM
4:50 PM
Panel:
‍Revisiting 60/40 with Alternatives
4:50 PM
5:30 PM
Panel:
‍Building Legacies of Impact Beyond Wealth
5:30 PM
5:40 PM
Coffee break
5:40 PM
6:20 PM
Breakout sessions:
Income Enhanced:
Evolving the Traditional Income Playbook
‍
The Private Edge:
Private Credit, Equity & Infrastructure in the Modern Portfolio

Beyond 60/40:
Liquid Alternatives in a Modern Resilient Portfolio
6:20 PM
6:30 PM
Closing remarks and lucky draw announcement
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Speakers

Samuel Rhee
Chairman and Chief Investment Officer
Endowus
Gregory Van
Chief Executive Officer
Endowus
Albert Tse
Chief Executive Officer of South Asia
Amundi Investment Solutions
Alexis Lavergne
Fixed Income Investment Specialist
Janus Henderson
Andy Budden
Investment Director
Capital Group
Anubhuti Gupta, CFA
Board Member
CFA Society Singapore
Ben Charoenwong
Associate Professor of Finance
INSEAD
Chunyen Liu
Chief Investment Officer
AIA Singapore
David Chao
Global Market Strategist
Invesco
Everett Leonidas
Head of Investment Asia
Citi Ventures
Lynn Hermijanto
Founder
TH3 Capital
Manraj Sekhon
Chief Investment Officer
Templeton Global Investments
Marcio Bogoricin
Executive Vice President and Head of Global Wealth Management Asia ex-Japan
PIMCO
Michael Dyer, CFA, CAIA
Investment Director
M&G Investments
Min Axthelm, CFA
Head of Research
Endowus
Navin Saigal
Head of Fundamental Fixed Income, Asia Pacific
BlackRock
Nicolas Tabardel
Investment Manager
ANB Investment
Patricia Quek
Head of Singapore & Malaysia
UBS Global Wealth Management
Paul Schneider
Executive Director, Multi-Asset Solutions Portfolio Manager
Goldman Sachs
Pinn Lawjindakul
Partner
Lightspeed Venture Partners
Serena Wong
Author
"Why Women Don't Talk Money"
Sim Jian Hong
Director, Private Equity
SeaTown
Sin Ting So
Chief Client Officer
Endowus
Timothy Ho
Co-founder, Managing Editor
Dollars & Sense
Timothy Lee
Head of Business Management & Operations APAC Managing Director
iCapital
Tracy Lau
Managing Director
Carlyle
Vishal Kaushik
Associate Partner
McKinsey & Company
You Ning Sun
Managing Director
Pacific Eagle Real Estate (PERE)
Yulin Liu
Investment Lead
Endowus
Zach Yeo
Head of Sales, South East Asia
Jupiter Asset Management
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Our Partners

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supporting partnerS

Frequently Asked Questions

General
Where will the Endowus Wealth Summit 2025 be held?
‍It will be held in-person at the Marina Bay Sands Expo & Convention Centre, Level 4 Ballroom, in Singapore.

What time do doors open?
Doors will open at 11.30 am sharp for registration. Be sure to be there on time as we will start the Summit punctually.

Will F&B be provided?
There will be light refreshments and drinks provided.
Ticketing
Who can attend this event?
The Endowus Wealth Summit is open to all Endowus clients. As part of Monetary Authority of Singapore regulations, only verified Accredited Investors (AI) may access the Accredited Investor Track.

How can I secure tickets to the Endowus Wealth Summit 2025?
‍You can secure your tickets through the register button on this page. It will lead you to our ticket partner, Cvent, where you can complete your registration.

Step 1: Select the type of ticket you wish to register for
Step 2: Fill in your particulars
Step 3: Continue to registration
Step 4: Confirm registration, and wait for the confirmation email

If you have any questions, simply reach out to us at hello@events.endowus.com and we will assist you accordingly.‍

How do I know I have successfully secured tickets?
‍A confirmation email will be sent to your registered email once you have registered for the Summit. Your ticket will be in the confirmation email. Simply present the ticket on the event day to gain entrance to the conference.‍

I did not receive a confirmation email, what should I do?
‍Please check for any emails from the Endowus Team or Cvent, and do check in your junk/spam folder too. Otherwise, you can email hello@events.endowus.com, and we will assist you from there.‍

Can I register for tickets on the day of the event?
Yes, you can. However, it will be subjected to availability.‍

Are the tickets transferable in the event that I cannot make it?
Tickets are transferable. You may edit your registration to include the personal details of the other person, or otherwise, you can email hello@events.endowus.com to request for the transfer. However, please note that this does not apply to tickets for the Accredited Investor Track, due to Monetary Authority of Singapore regulations.‍
Terms and Conditions
What are the terms and conditions of this event?
Please refer here.
Fireside:
Bracing for a New Global Reality
With the US dollar falling and US stock markets continuing to rise to new highs, are the concerns about the US legitimate or will US exceptionalism continue?
  • As we enter a new period of heightened uncertainty and volatility as the norm, what is the economic and market outlook?
  • What are the appropriate strategies that long-term investors should adopt to navigate a future with less visibility than ever?
  • Does diversification and other traditional measures of managing risk still apply in this new global reality?
  • What is the key actionable takeaway from the Endowus Wealth Summit?
moderator
Samuel Rhee
Chairman & Chief Investment Officer
Endowus
speaker
Kelvin Tay
Chief Investment Officer
UBS Global Wealth Management
Lynn Hermijanto
Founder
TH3 Capital
Nicolas Tabardel
Investment Manager
ANB Investment
You Ning Sun
Managing Director
Pacific Eagle Real Estate (PERE)
x
Presentation & Panel:
Is It Time to Look Beyond the US?
With the US dollar falling and US stock markets continuing to rise to new highs, are the concerns about the US legitimate or will US exceptionalism continue?
  • Are the structural concerns and the end of the US dollar really upon us? 
  • Where will US exceptionalism continue and in what areas will the US lose its competitiveness? 
  • How do we position our portfolios and do we look beyond the US? 
  • Which other developed or emerging markets show the most compelling opportunities and is this a short term or long term call?
moderator
Samuel Rhee
Chairman & Chief Investment Officer
Endowus
speaker
Kelvin Tay
Chief Investment Officer
UBS Global Wealth Management
Lynn Hermijanto
Founder
TH3 Capital
Nicolas Tabardel
Investment Manager
ANB Investment
You Ning Sun
Managing Director
Pacific Eagle Real Estate (PERE)
x
Panel:
Is It Time to Look Beyond the US?
  • For an investor with a US-heavy portfolio, what is a practical first step to diversify into international markets?
  • Beyond the major developed markets, what specific emerging market regions are showing the most compelling opportunities and why?
  • What is a good baseline for investors to use when setting their portfolio allocation as they navigate non-US markets?
  • With foreign currencies and economic cycles having a big impact on returns, how can investors manage currency exchange risk when investing in international stocks?
moderator
Samuel Rhee
Chairman & Chief Investment Officer
Endowus
speaker
Kelvin Tay
Chief Investment Officer
UBS Global Wealth Management
Lynn Hermijanto
Founder
TH3 Capital
Nicolas Tabardel
Investment Manager
ANB Investment
You Ning Sun
Managing Director
Pacific Eagle Real Estate (PERE)
x
Panel:
Are We Early or Late on AI?
With AI projected to be the size of the third largest economy in the world, how will AI change where, how and what we invest in?
  • What is the true impact of AI for investors and how does that change the way we invest?
  • With AI companies at historic valuations, how do we distinguish between true innovation and market hype?
  • Is reaching Artificial General Intelligence (AGI) close and what investment implications does that have? 
moderator
Samuel Rhee
Chairman & Chief Investment Officer
Endowus
speaker
Kelvin Tay
Chief Investment Officer
UBS Global Wealth Management
Lynn Hermijanto
Founder
TH3 Capital
Nicolas Tabardel
Investment Manager
ANB Investment
You Ning Sun
Managing Director
Pacific Eagle Real Estate (PERE)
x
Panel:
 Is It Time for Singapore and SEA?
With the recent outperformance, will Singapore’s equity market continue to break to new highs and does it deserve a meaningful weight in our portfolio?
  • What is the outlook for Singapore's growth and how does it stack up against the rest of Southeast Asia and the rest of Asia?
  • What are the prerequisites for the Singapore market to continue to outperform? 
  • Will the Singapore equity market development program make a meaningful impact? 
  • Southeast Asia has been a laggard in Emerging Markets- when and why will it outperform?
moderator
Samuel Rhee
Chairman & Chief Investment Officer
Endowus
speaker
Kelvin Tay
Chief Investment Officer
UBS Global Wealth Management
Lynn Hermijanto
Founder
TH3 Capital
Nicolas Tabardel
Investment Manager
ANB Investment
You Ning Sun
Managing Director
Pacific Eagle Real Estate (PERE)
x
Panel: Beyond Traditional
- Alternative and Real Assets
x
Amidst market volatility, how should long-term investors think about their portfolio asset allocation and look beyond traditional equities and fixed income?
  • Are the traditional assets of equities and fixed income enough? 
  • What are some common strategies for investing in alternatives and real assets for retail investors?
  • Other than gold, what other real assets should investors be considering to hedge against inflation?
  • What are some of the risks and challenges of investing in alternative assets?
moderator
Samuel Rhee
Chairman & Chief Investment Officer
Endowus
speaker
Kelvin Tay
Chief Investment Officer
UBS Global Wealth Management
Lynn Hermijanto
Founder
TH3 Capital
Nicolas Tabardel
Investment Manager
ANB Investment
You Ning Sun
Managing Director
Pacific Eagle Real Estate (PERE)
Panel:
‍Reimagining a Better FIRE & Retirement
x
Is there a smarter way to build financial independence and retirement adequacy that stands the test of time, including how to invest holistically across CPF, SRS and personal savings?
  • Does FIRE even work and is it suitable for everybody? Is there a right way to prepare for retirement? 
  • What are the key building blocks and asset allocations for adequately saving and investing for your retirement? 
  • Saving, investing and retirement looks different for different people. How can we make this personal and yet successful for each individual?
  • What more can I do with my CPF and SRS?
moderator
Samuel Rhee
Chairman & Chief Investment Officer
Endowus
speaker
Kelvin Tay
Chief Investment Officer
UBS Global Wealth Management
Lynn Hermijanto
Founder
TH3 Capital
Nicolas Tabardel
Investment Manager
ANB Investment
You Ning Sun
Managing Director
Pacific Eagle Real Estate (PERE)
Panel:
Revisiting 60/40 with Alternatives
x
Is 60/40 coming back? How does adding alternatives enhance the portfolio from a risk and return perspective and what is the correct allocation between public and private markets?
  • Do we even need fixed income allocation in a 60/40 when only equities have held up its side of the bargain?
  • How does adding alternatives - hedge funds, private markets, real assets - enhance the portfolio? 
  • What's a realistic performance expectation for the 60/40 portfolio or an enhanced portfolio in the coming years?
  • What are the most common challenges and pitfalls in incorporating alternatives and private markets in portfolios?
moderator
Samuel Rhee
Chairman & Chief Investment Officer
Endowus
speaker
Kelvin Tay
Chief Investment Officer
UBS Global Wealth Management
Lynn Hermijanto
Founder
TH3 Capital
Nicolas Tabardel
Investment Manager
ANB Investment
You Ning Sun
Managing Director
Pacific Eagle Real Estate (PERE)
Panel:
Building Legacies of Impact Beyond Wealth
x
Hear from family office principals on how they steward their capital to create enduring legacies, weaving together prosperity, purpose, and philanthropy
  • How will the unprecedented generational transfer of wealth in the coming decade impact markets, investing and philanthropic initiatives?
  • How does the family balance generating returns on capital, making impact and philanthropic initiatives beyond money? 
  • Is there innovation in family offices and philanthropy? How do you leverage technology and AI to further your cause - whether financial returns or societal impact?
  • How do you find alignment within the family, the family office and with partners and how can the next generation prepare? 
moderator
Samuel Rhee
Chairman & Chief Investment Officer
Endowus
speaker
Kelvin Tay
Chief Investment Officer
UBS Global Wealth Management
Lynn Hermijanto
Founder
TH3 Capital
Nicolas Tabardel
Investment Manager
ANB Investment
You Ning Sun
Managing Director
Pacific Eagle Real Estate (PERE)