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AIWM Professional Excellence 2024

We’re thrilled to inform that the first instalment of our bi-annual AIWM Professional Excellence education workshop is happening on Thursday, 23 May 2024!

Now in its sixth year, the AIWM Professional Excellence gathers the AIWM community – External Asset Managers (EAMs), Family Offices, private banks, service providers amongst others, to discuss how best to drive growth and leverage the opportunities amid the dynamic independent wealth management (IWM) sector.

Supported by CSOP Asset Management, the full-day event will open with a panel discussion on private credit in Singapore vis-a-vis Australia and North America case study, followed by presentations from industry experts within the IWM sector as they delve into the strategies, alternative investments, technology and methodologies as well as providing insights on the application and impact of the introduction of Section 10L on gains from disposal of foreign assets.

Join us on May 23 for an insightful session as we drive collective action to shape a more robust and inclusive IWM community, and elevating the industry standards together.




Event details

Date & Time: Thursday, 23 May 2024, 9:00am to 5:00pm (Registration starts from 8.15am)
Where:  The Fullerton Hotel Singapore, Straits Room, Level 4 (1 Fullerton Square, Singapore 049178)
Dress Code: Smart Casual

8:15 AM Registration
9:00 AM Welcome Note
9:05 AM Panel discussion moderated by MA Financial Group:
Private Credit: An All-Weather Strategy Or A Passing Phase?
10:00 AM AVM Capital: The Art and Science of Investing: Asset Allocation at Different Points of the Economic Cycle
10:30 AM EasyView: Harnessing the Potential of Artificial Intelligence in Advancing the Private Wealth Management Industry
11:00 AM Networking Break
11:30 AM Aspen Digital: Investing in Digital Assets and the Opportunity Ahead
12:00 PM 1291 Group: How Private Placement Life Insurance (PPLI) can help solve issues for Taiwanese, Chinese, Thai and UK Non-doms
12:30 PM Lunch hosted by CSOP Asset Management
Navigating the Interest Rate Cycle
1:45 PM Leonteq Securities: A Technical Understanding of Structured Products
2:15 PM Dimensional Fund Advisors: Building a World Class Private Wealth Management Practice
3:00 PM Networking Break
3:30 PM Eastspring Investments: Demystifying Quantitative Strategies for Wealth Managers
4:15 PM KPMG Singapore: Application and Impact of the Introduction of Section 10L on Gains from Disposal of Foreign Assets
5:00 PM Event Ends


Ashvin Murthy

Founder & CIO
AVM Capital

Leon Lee

Head of Business Development
AVM Capital

Antonia Li

Head of Strategy

Elliot Andrews

Aspen Digital

Sean Whipkey

Director of Business Development
Aspen Digital

Roger Chi

Managing Partner
1291 Group

Bruce Zhang

Head of Fixed Income
CSOP Asset Management

Jeremy Dominh

Investment Solutions Sales
Leonteq Securities

Ben Dunn

Head of Quantitative Strategies
Eastspring Investments

Sam Gillespie

Regional Director
Dimensional Fund Advisors

Michael Sun

Client Portfolio Manager
Eastspring Investments

Pearlyn Chew

Partner, Real Estate and Asset Management, Family Office & Private Clients, Tax
KPMG Singapore

Attendance Policy

Participants who wish to obtain the Certificate of Attendance (COA) for 6hrs of CPD must comply strictly with the Attendance Policy set out by AIWM Singapore. For this activity, participants are reminded to sign in on arrival and sign out at the conclusion of the event in the manner required by the organiser. Participants will be accorded the hours corresponding to his/her attendance of the event. Participants who do not comply with the Attendance Policy will not be able to obtain the COA for this event.

Important Notes:

1) Certificates of Attendance (COA) are issued based on attendance records.
2) A SGD150.00 event cancellation fee per person is applicable for this event.
3) A SGD150.00 no-show penalty fee per person applies.
4) By registering for this event, you agree and consent to AIWM’s Privacy Policy.

This event is for Associate / Ordinary members only.


May 23 2024


09:00 AM - 05:00 PM


The Fullerton Hotel
The Fullerton Hotel Singapore
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