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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.

register now
register now
register now
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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 AM
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
1:40 PM
Presentation by Dimensional Fund Advisors:
Five Principles for Smarter Investment Decisions
1:40 PM
2:20 PM
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:
Two-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:
‍Family Office Investment Priorities for 2026
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
The Endowus Edge:
Exclusive Wealth Solutions for Intelligent Portfolio Construction
6:20 PM
6:30 PM
Closing remarks and lucky draw announcement
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register now
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Speakers

Samuel Rhee
Co-Founder & Chairman
Endowus
Gregory Van
Chief Executive Officer
Endowus
Hugh Chung
Chief Investment Officer
Endowus
Dr Jeffrey Jaensubhakij
Advisor to GIC Pte Ltd, and Co-Founder
JJNP Capital
Dr Jamus Lim
Associate Professor of Economics
ESSEC
Wei Dai
Head of Investment Research
Dimensional Fund Advisors
Albert Tse
CEO Amundi South Asia
Amundi
Thio Boon Kiat
Group CEO
UOB Asset Management
Loh Boon Chye
CEO
SGX
Susan Soh
Co-CEO
Avanda
Emily Cornell
Portfolio Manager
Dimensional Fund Advisors
Tai Hui
Managing Director, Chief Market Strategist, Asia
J.P. Morgan Asset Management
Richard Bullock
Director, Global Macro and Asset Allocation, Singapore
KKR
Vincent Chan
DY CIO
Fullerton Fund Management
Hansong Qu
Vice President
StepStone Private Equity
Michael Brenndoerfer
Associate Director, Data Science, Value Creation
EQT Motherbrain
Yan Taw Boon
Head of Thematic – Asia and Portfolio Manager
Neuberger Berman
Sachin Bhanot
Head of Investments, SEA & ANZ
Prosus Ventures
Tuan Lam
Head of Asia Pacific, Managing Director
iCapital
Veiverne Yuen
Partner
Blauwpark Partners
Bryan Goh
CEO & Chief Investment Officer
Tsao Family Office
Sun You Ning
Managing Director
Pacific Eagle Real Estate (PERE)
Nicolas Tabardel
Investment Manager
ANB Investment
Melissa Kwee
Director
Pontiac Land Group
Pamela Hsu Phua
Director
Matrix Global Investments Limited
Alicia Li
Senior Vice President and Product Strategist
PIMCO
Marie Chew
Head of Private Wealth Asia
CVC Partners
Wei Cheong
Senior Managing Director, Head of Client Solutions Group – Greater China and Southeast Asia
Macquarie
Yulin Liu
Senior Investment Lead
Endowus
Swa Wu
Asia Head of Fixed Income Investment Specialist
J.P. Morgan Asset Management
Francis Wong
Head of Business Development, UBP Asset Management Asia
UBP
Pierre Chartres
Fixed Income Investment Director
M&G Investments
Kenneth Atkintewe
Head of Asian Sovereign Debt
Aberdeen
Sin Ting So
Chief Client Officer
Endowus
Sean Hu
Investment Advisory Director
Endowus
Dennis Quah
Director, Head of Singapore Wealth
BlackRock
Marcio Bogoricin
Executive Vice President and Head of Global Wealth Management Asia ex-Japan
PIMCO
Audrey Wong
CEO
Pictet Asset Management Singapore
Gracie Lin
CEO
OKX Singapore
Sheryl Choong
Head of Client Advisory
Endowus
Jeremy Tan
Entrepreneur and Angel investor
Loo Cheng Chuan
Founder
1M65
Timothy Ho
Co-Founder and Managing Editor
DollarsAndSense
Lee Shin Yin
Deputy Director, LifeSkills Development
NUS
Samuel Rhee
Co-Founder & Chairman
Endowus
Gregory Van
Chief Executive Officer
Endowus
Hugh Chung
Chief Investment Officer
Endowus
Dr Jeffrey Jaensubhakij
Advisor to GIC Pte Ltd, and Co-Founder
JJNP Capital
Dr Jamus Lim
Associate Professor of Economics
ESSEC
Wei Dai
Head of Investment Research
Dimensional Fund Advisors
Albert Tse
CEO Amundi South Asia
Amundi
Thio Boon Kiat
Group CEO
UOB Asset Management
Loh Boon Chye
CEO
SGX
Susan Soh
Co-CEO
Avanda
Emily Cornell
Portfolio Manager
Dimensional Fund Advisors
Tai Hui
Managing Director, Chief Market Strategist, Asia
J.P. Morgan Asset Management
Richard Bullock
Director, Global Macro and Asset Allocation, Singapore
KKR
Vincent Chan
DY CIO
Fullerton Fund Management
Hansong Qu
Vice President
StepStone Private Equity
Michael Brenndoerfer
Associate Director, Data Science, Value Creation
EQT Motherbrain
Yan Taw Boon
Head of Thematic – Asia and Portfolio Manager
Neuberger Berman
Sachin Bhanot
Head of Investments, SEA & ANZ
Prosus Ventures
Tuan Lam
Head of Asia Pacific, Managing Director
iCapital
Veiverne Yuen
Partner
Blauwpark Partners
Bryan Goh
CEO & Chief Investment Officer
Tsao Family Office
Sun You Ning
Managing Director
Pacific Eagle Real Estate (PERE)
Nicolas Tabardel
Investment Manager
ANB Investment
Melissa Kwee
Director
Pontiac Land Group
Pamela Hsu Phua
Director
Matrix Global Investments Limited
Alicia Li
Senior Vice President and Product Strategist
PIMCO
Marie Chew
Head of Private Wealth Asia
CVC Partners
Wei Cheong
Senior Managing Director, Head of Client Solutions Group – Greater China and Southeast Asia
Macquarie
Yulin Liu
Senior Investment Lead
Endowus
Swa Wu
Asia Head of Fixed Income Investment Specialist
J.P. Morgan Asset Management
Francis Wong
Head of Business Development, UBP Asset Management Asia
UBP
Pierre Chartres
Fixed Income Investment Director
M&G Investments
Kenneth Atkintewe
Head of Asian Sovereign Debt
Aberdeen
Sin Ting So
Chief Client Officer
Endowus
Sean Hu
Investment Advisory Director
Endowus
Dennis Quah
Director, Head of Singapore Wealth
BlackRock
Marcio Bogoricin
Executive Vice President and Head of Global Wealth Management Asia ex-Japan
PIMCO
Audrey Wong
CEO
Pictet Asset Management Singapore
Gracie Lin
CEO
OKX Singapore
Sheryl Choong
Head of Client Advisory
Endowus
Jeremy Tan
Entrepreneur and Angel investor
Loo Cheng Chuan
Founder
1M65
Timothy Ho
Co-Founder and Managing Editor
DollarsAndSense
Lee Shin Yin
Deputy Director, LifeSkills Development
NUS

Our Partners

Knowledge partner

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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
The future outlook of the global economy and financial markets becomes ever more uncertain. Trying to predict the future is futile, but what wisdom can we glean from investment experts with decades of combined experience?
  • 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
Co-Founder & Chairman
Endowus
speaker
Dr Jeffrey Jaensubhakij
Advisor to GIC Pte Ltd,and Co-Founder
JJNP Capital
Dr Jamus Lim
Associate Professorof Economics
ESSEC
x
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
Hugh Chung
Chief Investment Officer
Endowus
speaker
Emily Cornell
Senior Portfolio Manager
Dimensional Fund Advisors
Tai Hui
Managing Director,Chief Market Strategist, Asia
‍J.P. Morgan Asset Management
Richard Bullock
‍Director, Global Macro and Asset Allocation
KKR
Vincent Chan
Deputy CIO
‍Fullerton Fund Management
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
Gregory Van
‍Co-founder & CEO
‍Endowus
speaker
Hansong Qu
Vice President
‍StepStone Private Equity
Michael Brenndoerfer
Associate Director, Data Science, Value Creation
‍EQT Motherbrain
Yan Taw Boon
Head of Thematic – Asia and Portfolio Manager
‍Neuberger Berman
Sachin Bhanot
Head of Investments, SEA & ANZ
‍Prosus Ventures
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
Sin Ting So
‍Chief Client Officer
‍Endowus
speaker
Albert Tse
CEO Amundi South Asia
‍Amundi
Thio Boon Kiat
Group CEO
‍UOB Asset Management
Loh Boon Chye
CEO
‍SGX
Susan Soh
Co-CEO
‍Avanda
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
Yulin Liu
‍Senior Investment Lead
‍Endowus
speaker
Dennis Quah
Director, Head of Singapore Wealth
‍BlackRock
Marcio Bogoricin
EVP and Head of Asia Wealth Management (ex-Japan)
‍PIMCO
Audrey Wong
CEO
‍Pictet Asset Management Singapore
Gracie Lin
CEO
‍OKX Singapore
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
Sheryl Choong
Head of Client Advisory
‍Endowus
speaker
Jeremy Tan
Entrepreneur and Angel investor
Loo Cheng Chuan
Founder
‍1M65
Timothy Ho
Co-Founder and Managing Editor
‍DollarsAndSense
Lee Shin Yin
Deputy Director, LifeSkills Development
‍NUS
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
Hugh Chung
‍Chief Investment Officer
‍Endowus
speaker
Tuan Lam
Head of Asia Pacific Managing Director
‍iCapital
Veiverne Yuen
Partner
‍Blauwpark Partners
Bryan Goh
CEO & Chief Investment Officer
‍Tsao Family Office
Panel:
Family Office Investment Priorities for 2026
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
Co-Founder & Chairman
Endowus
speaker
Sun You Ning
Managing Director
‍Pacific Eagle Real Estate (PERE)
Nicolas Tabardel
Investment Manager
‍ANB Investment
Melissa Kwee
Director
‍Pontiac Land Group
Pamela Hsu Phua
Director
Matrix Global Investments Limited
Income Enhanced:
‍Evolving the Traditional Income Playbook
x
The traditional income playbook is a great starting point- it often includes a portfolio of corporate and government bonds, and for more aggressive investors, high-yield corporate bonds are likely a portfolio mainstay. But what are the pros and cons of this traditional approach? How can we think bigger and enhance this approach?
  • 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
Yulin Liu
‍Senior Investment Lead
‍Endowus
speaker
Swa Wu
Head of Asia (ex-Japan) Fixed Income Investment Specialists
‍J.P. Morgan ‍Asset Management
Francis Wong
Head of Business Development
‍UBP Asset ‍Management Asia
Kenneth Akintewe
Head of Asian Sovereign Debt
‍Aberdeen
Pierre Chartres
Fixed Income Investment Director
‍M&G Investments
Income Enhanced:
‍Evolving the Traditional Income Playbook
x
Sophisticated investors are increasingly turning to private markets - spanning private equity, credit, real assets, and infrastructure - to unlock superior risk-adjusted returns, generate durable income, and provide vital diversification. In this session, we will seek to provide practical insights into how private markets can deliver a competitive 'edge' in a modern investment portfolio.
  • 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
Gregory Van
Co-founder & CEO
‍Endowus
speaker
Alicia Li
Senior Vice President and Product Strategist
‍PIMCO
Wei Cheong
Senior Managing Director, Head of Client Solutions Group(Greater China & SEA)
‍Macquarie
Marie Chew
Head of Private Wealth Asia
‍CVC Partners
The Endowus Edge: Exclusive Wealth Solutions for Intelligent Portfolio Construction
x
Access is just the beginning. In this session led by our Investment Office and Client Advisory team, get an overview of Endowus’ suite of exclusive private market solutions and portfolios- spanning Private Credit, Private Equity, Hedge Funds, Private Real Estate and Infrastructure, and more. Learn how these solutions can be strategically integrated into a diversified investment approach designed for long-term success.
  • 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? 
speaker
Sin Ting So
Chief Client Officer
‍Endowus
Sean Hu
Investment Advisory Director
‍Endowus