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Singapore’s first-ever summit dedicated to exploring the growth, opportunities and challenges in the WeathTech space.
knowledge partner
platinum partners
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knowledge partner
Official partners
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Thank you for being
a part of #EWC2023
Thank you to the 5,700 of you for joining us at Endowus WealthTech Conference (EWC) 2023, both in-person and virtually. 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 2023 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.
Should you have any photos or videos from the conference, we encourage you to share them on your social media platforms and tag us @endowus and #EWC2023!
Event photo gallery
highlights from 2022
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Agenda
wealthtech industry focused
2:15 PM
2:20 PM
2:20 PM
Opening
2:20 PM
2:30 PM
2:30 PM
Remarks by Endowus CEO and Co-founder, Gregory Van
2:30 PM
3:00 PM
3:00 PM
On Markets: Navigating the High Interest Rate Environment
3:00 PM
3:30 PM
3:30 PM
The Future of Family Offices — Fortune or Flop?
3:30 PM
3:50 PM
3:50 PM
Tea Break
3:50 PM
4:30 PM
4:30 PM
Dialogue with DPM Heng Swee Keat:
Creating Equitable Opportunities for All
Creating Equitable Opportunities for All
4:30 PM
4:45 PM
4:45 PM
WealthTech in Asia-Pacific:
The next frontier in financial innovation
The next frontier in financial innovation
4:45 PM
5:15 PM
5:15 PM
WealthTech for the Next Generation
5:15 PM
5:45 PM
5:45 PM
The Role of AI and Deep Tech in Wealth Management
6:00 PM
7:00 PM
7:00 PM
Networking Cocktail, Sponsored by Carlyle
PERSONAL FINANCE FOCUSED
09:30 AM
09:35 AM
09:35 AM
Opening
09:35 AM
10:15 AM
10:15 AM
Where Are Markets Headed and Where Should We Be Investing?
10:15 AM
10:55 AM
10:55 AM
Financial Planning Basics:
From Graduation to Retirement
From Graduation to Retirement
10:55 AM
11:25 AM
11:25 AM
Tea Break
11:25 AM
11:35 PM
11:35 PM
Future Planning for Investors:
Invest Like You Are Wealthy
Invest Like You Are Wealthy
11:35 AM
12:15 PM
12:15 PM
The Ultimate CPF & SRS Explainer:
Everything You Should Know About Your CPF & SRS and How It Works
Everything You Should Know About Your CPF & SRS and How It Works
The Ultimate CPF & SRS Explainer: Everything You Should Know About Your CPF & SRS and How It Works
12:15 PM
12:55 PM
12:55 PM
Alternative Investing 101:
What Makes These Asset Classes Different?
What Makes These Asset Classes Different?
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T&Cs apply. Images shown for illustration purposes only.
Register here
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Our Partners
Knowledge partner
platinum partners
gold partners
supporting partnerS
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Get a copy of the Endowus-KPMG WealthTech: Looking Ahead report
This report aims to provide readers with an analysis of the global wealth management landscape and opportunities. It includes a deeper dive into the Singapore market and why it is poised to capture a significant portion of Asia’s growing wealth.
The report will include:
- An overview of the global wealth management landscape and in Singapore
- Trends shaping wealth management and their impact on wealth managers
- Industry perspectives from leading WealthTech businesses and leaders
- Key steps preparing wealth managers for the next decade in wealth management
Thank you for your interest in this report. We have received your details and you will receive a copy in your mailbox. If you do not receive an email from us, do also check through your spam folder.
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2022 Agenda
01:00 PM – 01:05 PM
Opening
01:05 PM – 01:45 PM
WealthTech
State of WealthTech in Singapore — A Fireside Chat
Speakers:
Sopnendu Mohanty, Chief Fintech Officer, Monetary Authority of Singapore
Samuel Rhee, Chairman & Chief Investment Officer, Endowus
Speakers:
Sopnendu Mohanty, Chief Fintech Officer, Monetary Authority of Singapore
Samuel Rhee, Chairman & Chief Investment Officer, Endowus
CLICK TO EXPAND
01:45 PM – 02:25 PM
Private Wealth
Seizing New Opportunities in the Burgeoning Private Wealth Space in Asia
Moderated by:
Samuel Rhee, Chairman & Chief Investment Officer, Endowus
Speakers:
Joel Teasdel, Head of Wealth Management Group, AxJ, VP, Dimensional Fund Advisors
Patricia Quek, Managing Director, Head of Wealth Management (Singapore), UBS
Marcio Bogoricin, EVP, Head of Asia Wealth Management (ex-Japan), PIMCO
Edward Moon, Managing Director and Head of Asia Pacific Global Wealth Management, Apollo
Moderated by:
Samuel Rhee, Chairman & Chief Investment Officer, Endowus
Speakers:
Joel Teasdel, Head of Wealth Management Group, AxJ, VP, Dimensional Fund Advisors
Patricia Quek, Managing Director, Head of Wealth Management (Singapore), UBS
Marcio Bogoricin, EVP, Head of Asia Wealth Management (ex-Japan), PIMCO
Edward Moon, Managing Director and Head of Asia Pacific Global Wealth Management, Apollo
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02:25 PM – 03:05 PM
ESG Investing
Is ESG Investing on the Right Track to Building an Equitable and Sustainable World?
Moderated by:
Jessica Cheam, Founder & Managing Director, Eco-Business
Speakers:
Sylvia Chen, Senior Sustainable Officer, ESG Research & Engagement, Amundi
Prof Dave Fernandez, Director, SMU Sim Kee Boon Institute for Financial Economics & Co-Director, Singapore Green Finance Centre
Chitra Hepburn, Head of APAC ESG & Climate, MSCI
Moderated by:
Jessica Cheam, Founder & Managing Director, Eco-Business
Speakers:
Sylvia Chen, Senior Sustainable Officer, ESG Research & Engagement, Amundi
Prof Dave Fernandez, Director, SMU Sim Kee Boon Institute for Financial Economics & Co-Director, Singapore Green Finance Centre
Chitra Hepburn, Head of APAC ESG & Climate, MSCI
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03:05 PM – 03:45 PM
Sustaining Scale
From Founding to Scaling, Where are WealthTech Firms Headed?
Moderated by:
Gregory Van, CEO, Endowus
Speakers:
Oi-Yee Choo, CEO, ADDX
Deepak Khanna, Head of Wealth & Trading, Revolut
Varun Mittal, Chief Growth Officer & Group Head of Digital, Singlife with Aviva
David Grant, Co-founder & COO, Gotrade
Moderated by:
Gregory Van, CEO, Endowus
Speakers:
Oi-Yee Choo, CEO, ADDX
Deepak Khanna, Head of Wealth & Trading, Revolut
Varun Mittal, Chief Growth Officer & Group Head of Digital, Singlife with Aviva
David Grant, Co-founder & COO, Gotrade
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03:45 PM – 04:25 PM
DeFi & New Gen Investing
Rethinking the Role of Financial Institutions
Moderated by:
Kay Van Petersen, Co-founder, D-Central
Speakers:
Anton Ruddenklau, Partner & Global Head of Fintech, KPMG International
Katherine Ng, Managing Director, TZ APAC
Gerald Goh, Co-founder & CEO, Sygnum
Jeremy Ng, Co-founder, OpenEden
Moderated by:
Kay Van Petersen, Co-founder, D-Central
Speakers:
Anton Ruddenklau, Partner & Global Head of Fintech, KPMG International
Katherine Ng, Managing Director, TZ APAC
Gerald Goh, Co-founder & CEO, Sygnum
Jeremy Ng, Co-founder, OpenEden
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04:25 PM – 05:05 PM
Tech × Finlit
The Best Marriage to Birth a Smarter Investor
Moderated by:
Jamie Lee, Head of Editorial & Content, Endowus
Speakers:
Loo Cheng Chuan, Founder, 1M65 Movement
Rachel Lim, Co-founder, Love, Bonito
He Ruiming, Co-founder, The Woke Salaryman
Gerald Wong, Founder & CEO, Beansprout
Moderated by:
Jamie Lee, Head of Editorial & Content, Endowus
Speakers:
Loo Cheng Chuan, Founder, 1M65 Movement
Rachel Lim, Co-founder, Love, Bonito
He Ruiming, Co-founder, The Woke Salaryman
Gerald Wong, Founder & CEO, Beansprout
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05:05 PM – 05:10 PM
Closing
Frequently Asked Questions
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- Find out why investing is important and why it is critical to start investing as early as possible.
- Pick up the basics of understanding stocks and bonds, how they are valued, and what they seek to provide to investors in terms of capital appreciation and steady income.
- Understand how portfolio allocation works and why diversification through optimal portfolio allocation is important to reduce risk through a scientific, time-tested manner.
- Understand how markets work, how major markets have performed so far in 2023, and what investors can expect in 2024.
moderator
Samuel Rhee
Chairman & CIO
Endowus
Chairman & CIO
Endowus
speakers
Joel Teasdel
Head of Wealth Management
Group, Asia ex-Japan and Vice President
Dimensional Fund Advisors
Head of Wealth Management
Group, Asia ex-Japan and Vice President
Dimensional Fund Advisors
Subash Pillai
Regional Head of Client Investment Solutions
Franklin Templeton
Regional Head of Client Investment Solutions
Franklin Templeton
Liu Chunyen
Chief Investment Officer
AIA Singapore
Chief Investment Officer
AIA Singapore
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- Find out why financial planning is important and how it begins with setting goals that differ through the various seasons of your life.
- Learn how a new graduate should be budgeting and setting aside funds for investments. Get tips as a novice investor to start with confidence.
- Find out too how the financial plans change as you set up a family of your own and work your way towards fruitful retirement. wealth management services and the change that traditional financial advisors need to undertake.
moderator
So Sin Ting
Chief Client Officer
Endowus
Chief Client Officer
Endowus
speakers
Christopher Tan
Co-founder & CEO
Providend
Co-founder & CEO
Providend
Chow Jia Hui
Content Creator &
Endowus Client
Content Creator &
Endowus Client
Yeap Ming Feng
Head
Seedly
Head
Seedly
Joy Lim
Managing Director, Market Team Head
UBS Global Wealth Management
Managing Director, Market Team Head
UBS Global Wealth Management
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- Most investors seek financial independence and a comfortable retirement. How do Singaporean investors approach their asset allocation?
- What matters most to Singaporean investors?
- How confident are investors in achieving their goals?
- What are their fears and how can digital platforms help?
speaker
Gaëtan Delculée
Global Head of ETF, Indexing & Smart Beta Sales
Amundi
Global Head of ETF, Indexing & Smart Beta Sales
Amundi
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- Get a crash course on the two core retirement schemes in Singapore — Central Provident Fund (CPF) and Supplementary Retirement Scheme (SRS).
- Learn about the specific use cases for CPF’s Ordinary Account (OA), MediSave Account (MA), and Special Account (SA). Find out why CPF investing through CPFIS may help boost your odds of retirement success in Singapore.
- Understand the benefits and trade-offs of using SRS to save on taxes, and learn why it is critical to invest your SRS funds to manage your retirement needs.
- Find out how you can use CPF and SRS in tandem effectively to retire well.
moderator
Min Axthelm
Head of Investment Research
Endowus
Head of Investment Research
Endowus
speakers
Gerald Wong
Founder & CEO
Beansprout
Founder & CEO
Beansprout
Timothy Ho
Co-founder & Managing Editor
DollarsAndSense
Co-founder & Managing Editor
DollarsAndSense
Jeraldine Phneah
Content Creator & Endowus Client
Content Creator & Endowus Client
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- Alts refer to financial assets that do not fall into the conventional category of publicly traded stocks, bonds, and cash. Learn more about the different types of alts such as private equity and hedge funds and why this market has broadly been growing in recent times.
- Depending on the individual’s specific needs and circumstances, the three main reasons investors might consider investing in alts are to improve returns, lower volatility and correlation, and get access to further diversification. Find out how they benefit your overall investment portfolio.
- Learn more about the risks behind investing in alts such as liquidity, leverage, cost, and transparency.
- Deep dive on hedge fund investing and myth busting some commonly held mis-conceptions in hedge fund investing.
moderator
Sheryl Choong
Head of Client Advisory
Endowus
Head of Client Advisory
Endowus
speakers
Melanie Wong
Head of Wholesale Client Coverage,
Southeast Asia
UBS Asset Management
Head of Wholesale Client Coverage,
Southeast Asia
UBS Asset Management
Jeremy Sng
GM Corporate Finance & Strategy
M-DAQ Global & Endowus Client
GM Corporate Finance & Strategy
M-DAQ Global & Endowus Client
Dominic Picone
Managing Director & Partner, Co-head of SE Asia
TPG Capital Asia
Managing Director & Partner, Co-head of SE Asia
TPG Capital Asia
Pinn Lawjindakul
Partner
Lightspeed Venture Partners
Partner
Lightspeed Venture Partners
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