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
Join the livestream
knowledge partner
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.

Industry report: A wake-up call to tap into digital wealth

Launched at EWC2024, uncover the latest insights revealed from McKinsey & Company in this follow up report assessing the digital wealth phenomenon and the opportunities offered to WealthTechs by the growing affluence in Asia–Pacific. Click here to find out more.

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

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

Speakers

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
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
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
Gabriel Ng
Managing Director, Private Equity
Neuberger Berman
Sim Jian Hong
Director, Private Equity
SeaTown
Timothy Lee
Head of Business Management & Operations APACManaging Director
iCapital
Tracy Lau
Managing Director
Carlyle
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
Ludovic de Pampelonne
Investment Lead
Endowus
speaker
Francis Wong
Managing Director
UBP Asset Management Asia
Michael Dyer, CFA, CAIA
Investment Director
M&G Investments
Zach Yeo
Head of Sales, South East Asia
Jupiter Asset Management
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
Vishal Kaushik
Associate Partner
McKinsey & Company
speaker
Everett Leonidas
Head of Investment Asia
Citi Ventures
Gregory Van
Chief Executive Officer
Endowus
LG (Leong Guan) Lim
Global Head of Financial Intermediaries, Family Office and Wealth Advisory
Bank of Singapore
Patricia Quek
Head of Singapore & Malaysia
UBS Global Wealth Management
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
Samuel Rhee
Chairman & Chief Investment Officer
Endowus
speaker
Anubhuti Gupta, CFA
Board Member
CFA Society Singapore
Chunyen Liu
Chief Investment Officer
AIA Singapore
Manraj Sekhon
Chief Investment Officer
Templeton Global Investments
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
Min Axthelm, CFA
Head of Research
Endowus
speaker
Albert Tse
CEO of South Asia
Amundi Investment Solutions
Andy Budden
Investment Director
Capital Group
Joel Teasdel
Head of Wealth Management Group, Asia ex-Japan and Vice President
Dimensional Fund Advisors
Loo Cheng Chuan
Founder
1M65 Movement
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
Ben Charoenwong
Associate Professor of Finance
Insead
David Chao
Global Market Strategist
Invesco
Navin Saigal
Head of Fundamental Fixed Income, Asia Pacific
BlackRock
x
Multi-asset strategies:
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
Yulin Liu
Investment Lead
Endowus
speaker
Alexis Lavergne
Fixed Income Investment Specialist
Janus Henderson
Marcio Bogoricin
Executive Vice President and Head of Global Wealth Management Asia ex-Japan
PIMCO
Paul Schneider
Executive Director, Multi-Asset Solutions Portfolio Manager
Goldman Sachs
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
Sin Ting So
Chief Client Officer
Endowus
speaker
Gerald Wong
Founder & CEO
Beansprout
Pinn Lawjindakul
Partner
Lightspeed Venture Partners
Serena Wong
Author
Why Women Don't Talk About Money
Timothy Ho
Co-founder, Managing Editor
Dollars & Sense
x