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

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

25 OCTOBER 2024
Conrad Centennial Singapore
9AM - 6PM SGT/HKT
25 October 2024
9AM - 6PM SGT/HKT
Conrad Centennial Singapore
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highlights from 2023

Access Unlocked: The Future of Wealth

As Singapore lands as the world’s fourth wealthiest city, there is a burgeoning potential for the industry to support this massive space of wealth and shape the future of what wealth will look like in Asia. With inheritances looking to reach trillions of dollars in the next 10 years, managing wealth still retain its core essence but would be further enhanced in terms of the delivery and actioning of services.

This is where we believe the industry can come together to create the new, better and suitable reality for the next generation of wealthmakers.

At the third edition of EWC, we want to bring the community together to hear specifically on how the future of wealth has been unlocked and what will it be for the new reality of wealthtech management for the future generation of wealth.

Agenda

09:00 AM
09:05 AM
Emcee opening
09:05 AM
09:15 AM
Remarks by Endowus co-founders,
Gregory Van & Samuel Rhee
09:15 AM
09:50 AM
Fireside chat with Guest-of-Honour
09:50 AM
10:25 AM
A frank conversation with family office principals & CIOs
10:25 AM
11:00 AM
Does private credit run still have legs? Can private equity come back?
11:00 AM
11:10 AM
Coffee break
11:10 AM
11:45 AM
Unlocking potential:
Liquid alternatives (alts) in your portfolio
11:45 AM
11:55 AM
Endowus-McKinsey Asia Pacific WealthTech Report 2024 presentation
11:55 AM
12:30 PM
Future of wealth & asset management:
The role of the advisor and Artificial Intelligence (AI)
12:30 PM
Closing
2:00 PM
2:05 PM
Emcee opening
2:05 PM
2:15 PM
Remarks by Endowus co-founders,
Gregory Van & Samuel Rhee
2:15 PM
2:30 PM
Fireside chat with special guest
2:30 PM
3:05 PM
Views from CIOs:
Should I be concerned about market volatility?
3:05 PM
3:40 PM
Grow your CPF & SRS with a long term horizon
3:40 PM
3:50 PM
Coffee break
3:50 PM
4:00 PM
The fund managers 1-minute takeaway challenge
4:00 PM
4:35 PM
From policy to portfolio:
Is macro driving everything?
4:35 PM
5:10 PM
Multi-asset investing:
Which asset class will outperform?
5:10 PM
5:45 PM
The most common investment mistakes and how to avoid them
5.45 PM
Closing

Speakers

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Frequently Asked Questions

General
Where will the Endowus WealthTech Conference 2024 be held?
Endowus WealthTech Conference 2024 will be held physically at Conrad Centennial Singapore this year.

Is the Endowus WealthTech Conference 2024 live-streamed?
Yes, the Endowus WealthTech Conference 2024 afternoon session will be live-streamed on the Endowus SG / Endowus HK YouTube channel. Virtual access is complimentary.

Will F&B be provided?
There will be light refreshments and drinks provided.
Ticketing
How can I secure tickets to the Endowus WealthTech Conference 2024?
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 purchase
Step 2: Fill in your particulars
Step 3: Continue to registration (enter promo code from your email)
Step 4: Confirm registration, and wait for the confirmation emailIf you have any questions, simply reach out to us at info@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 purchased your tickets. 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 info@events.endowus.com, and we will assist you from there.

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

How do I make payment for my tickets?
Payments will be made securely through the Cvent Payment System, where you can choose to pay via credit card.

What is your refund policy?
All tickets sold are non-refundable upon purchase.

Are the tickets transferable in the event that I cannot make it?
Do note that tickets are non-refundable once purchased. However, tickets are transferable. You may edit your transaction to include the personal details of the other person, or otherwise, you can email info@events.endowus.com to request for the transfer.

I forgot to input the promo code when purchasing tickets, what should I do?
We will not be able to apply a promo code to your order once it has been placed. Please email us at info@events.endowus.com and we will assess this on a case-by-case basis.
Terms and Conditions
What are the terms and conditions of this event?
Please refer here.
A frank conversation with
family office principals & CIOs
  • Let's share some wins and areas where family offices have struggled with this year.
  • What are the current asset allocation positions and the most important bets for the next year?
  • The importance of private markets and alternatives in the overall asset allocation at this point in the cycle.
  • How has technology changed succession and wealth planning?
moderator
Hugh Chung
Chief Investment Advisory Officer
Endowus
speaker
Alice Lo
Head of Singapore Retail
PIMCO
Wenting Shen
Solutions Strategist and Portfolio Manager
T. Rowe Price
Hui Sien Koay
APAC Lead Index Fixed Income Product Strategist
BlackRock
Hilda Cheong
Investment Director, Fixed Income
Schroders
x
Does private credit run still have legs?
Can private equity come back?
  • New private equity investments are at 5 year lows. Are there new opportunities for the private equity market?
  • What are the new trends in the private equity market today and how can I capitalise on these opportunities?
  • Is this the end of the private credit boom or is it still just the beginning of the massive opportunities for disintermediation?
  • What is the right allocation to private equity and private credit? What about these evergreen structured funds?
moderator
Hugh Chung
Chief Investment Advisory Officer
Endowus
speaker
Alice Lo
Head of Singapore Retail
PIMCO
Wenting Shen
Solutions Strategist and Portfolio Manager
T. Rowe Price
Hui Sien Koay
APAC Lead Index Fixed Income Product Strategist
BlackRock
Hilda Cheong
Investment Director, Fixed Income
Schroders
x
Unlocking potential:
Liquid alternatives (alts) in your portfolio
  • What are the pros and cons of liquid versus Illiquid alternative and private market investments? 
  • Explore the opportunities and pitfalls of liquid alts compared to public market equities and fixed income
  • How does liquid alts fit into your overall asset allocation and how does it improve your risk-adjusted returns? 
  • What are some of the best liquid alts investment options available?
moderator
Hugh Chung
Chief Investment Advisory Officer
Endowus
speaker
Alice Lo
Head of Singapore Retail
PIMCO
Wenting Shen
Solutions Strategist and Portfolio Manager
T. Rowe Price
Hui Sien Koay
APAC Lead Index Fixed Income Product Strategist
BlackRock
Hilda Cheong
Investment Director, Fixed Income
Schroders
x
Future of wealth & asset management:
The role of the advisor and Artificial Intelligence (AI)
  • What are the key trends and important drivers of wealth management growth?
  • How has technology and AI changed the way we look at wealth planning?
  •  What is the importance of investment advisory services and do clients need it?
  • What is the potential for AI to meaningfully disrupt the wealth and asset management industry?
moderator
Hugh Chung
Chief Investment Advisory Officer
Endowus
speaker
Alice Lo
Head of Singapore Retail
PIMCO
Wenting Shen
Solutions Strategist and Portfolio Manager
T. Rowe Price
Hui Sien Koay
APAC Lead Index Fixed Income Product Strategist
BlackRock
Hilda Cheong
Investment Director, Fixed Income
Schroders
x
Views from CIOs:
Should I be concerned about market volatility?
  • What are the current asset allocation bets from the leading CIOs in the industry?
  • How to diversify across stocks, bonds and cash for my long-term investing horizon?
  • Are markets too frothy? How important is valuations and marketing timing?
  • What are the most important events or market trends in the coming year? 
  • What are the CIOs personal investing philosophies and tips?
moderator
Hugh Chung
Chief Investment Advisory Officer
Endowus
speaker
Alice Lo
Head of Singapore Retail
PIMCO
Wenting Shen
Solutions Strategist and Portfolio Manager
T. Rowe Price
Hui Sien Koay
APAC Lead Index Fixed Income Product Strategist
BlackRock
Hilda Cheong
Investment Director, Fixed Income
Schroders
x
Grow your CPF & SRS with a
long term horizon
  • How does the recent CPF changes, such as the closure of Special Account (SA), affect my financial planning goals?
  • What are my investment options and should I invest my CPF like my other investments? 
  • How to maximise the benefits from CPF?
  • How challenging is it to outperform the SA 4% rate?
moderator
Hugh Chung
Chief Investment Advisory Officer
Endowus
speaker
Alice Lo
Head of Singapore Retail
PIMCO
Wenting Shen
Solutions Strategist and Portfolio Manager
T. Rowe Price
Hui Sien Koay
APAC Lead Index Fixed Income Product Strategist
BlackRock
Hilda Cheong
Investment Director, Fixed Income
Schroders
x
From policy to portfolio:
Is macro driving everything?
  • As the US heads for a hard landing, is the Fed behind the curve and will they need to cut faster?
  • China's future - what are the right government policies to revive growth?
  • Will the JPY carry trade over and will the USD weaken against other currencies? 
  • Who will win the US Presidential Elections and its consequences to global markets?
moderator
Hugh Chung
Chief Investment Advisory Officer
Endowus
speaker
Alice Lo
Head of Singapore Retail
PIMCO
Wenting Shen
Solutions Strategist and Portfolio Manager
T. Rowe Price
Hui Sien Koay
APAC Lead Index Fixed Income Product Strategist
BlackRock
Hilda Cheong
Investment Director, Fixed Income
Schroders
x
Multi-asset investing:
Which asset class will outperform?
  • Why do people say that asset allocation drives 90% of long term returns? 
  • Is macro going to override all the asset allocation calls this year? 
  • With interest rates heading down, is it finally time to overweight fixed income?
  • Will equities be able to achieve new highs next year? 
moderator
Hugh Chung
Chief Investment Advisory Officer
Endowus
speaker
Alice Lo
Head of Singapore Retail
PIMCO
Wenting Shen
Solutions Strategist and Portfolio Manager
T. Rowe Price
Hui Sien Koay
APAC Lead Index Fixed Income Product Strategist
BlackRock
Hilda Cheong
Investment Director, Fixed Income
Schroders
x
The most common investment mistakes
and how to avoid them
  • Is there a right or wrong way to invest in markets? 
  • Why is it that we panic sell when markets are wobbly and chase the market on the way up? 
  • Why is it so difficult to buy when the market is already up so much? 
  • What are the most common biases and how to avoid them
moderator
Hugh Chung
Chief Investment Advisory Officer
Endowus
speaker
Alice Lo
Head of Singapore Retail
PIMCO
Wenting Shen
Solutions Strategist and Portfolio Manager
T. Rowe Price
Hui Sien Koay
APAC Lead Index Fixed Income Product Strategist
BlackRock
Hilda Cheong
Investment Director, Fixed Income
Schroders
x