AIWM Professional Excellence
You are cordially invited to our AIWM Professional Excellence 2023, happening on Friday, 5 May, at The Westin Singapore.
The event features key themes such as using warrants in various investment strategies, ESG, plastic circularity, global energy transformation, spotting corporate governance red flags, operational resilience and other financial trends.
Tapping into their wealth of expertise from thought leaders like Nicolas Ulvoas, Managing Director, Asia of Lynceus Partners, Isaac Lee, APAC Lead for Sustainable Finance Solutions of Bloomberg LP, Adam Reynolds, CEO Asia Pacific of Saxo Markets and Yash Mishra, Head of Impact Finance & Sustainability of The Alliance to End Plastic Waste and more, look forward to an insightful half-day session at this first instalment of AIWM Professional Excellence 2023.
Check out the programme agenda, choose one of the tracks below and sign up to attend the session now!
Registration closes on 28 April 2023.
As seats are limited, register early to avoid disappointment!
EVENT DETAILS:
– Date: Friday, 5 May 2023
– Time: 8:30 am to 12:30 pm (Breakfast will be served)
– Where: The Westin Singapore, 12 Marina View, Asia Square Tower 2, Singapore 018961
– Dress Code: Smart Casual
All members are welcome to join!
| TIME | TRACK A | TRACK B |
|---|---|---|
| 8:30 AM | Registration and Networking | |
| 8:55 AM | Welcome Address | |
| 9:00 AM |
Presentation Lynceus Partners: Warrants & New Payoffs for Investment Strategies Learn more about Warrants and their use in various investment strategies. Speakers Nicolas Ulvoas Managing Director Asia Lucie Moïnvaziri Financial Engineer | |
| 9:45 AM |
TRACK A Presentation Saxo Markets: Energy – From crisis to transformation Speaker Adam Reynolds CEO Asia Pacific |
TRACK B Presentation Bank of Julius Baer & Co. Ltd.: The importance of client-centred service Speaker Bei Zhou Executive Director |
| 10:15 AM |
TRACK A Presentation Citi: An Introduction to Strategic Equity Solutions Speaker Sue Lee Managing Director |
TRACK B Presentation Zedra Fund Services: A Day in the Life of a Fund Accountant / Administrator - Understanding of Important Governance and Controls for Wealth Managers Speaker Kelvin Sng Executive Director |
| 10:45 AM | Networking Break | |
| 11:15 AM |
TRACK A Presentation CreditSights: South & Southeast Asia Corporates: How to spot corporate governance red flags Speaker Lakshmanan R Senior Analyst |
TRACK B Presentation momenta Group: 24 Competencies of a High-Performing Wealth Manager Speaker Derek Ma Managing Partner |
| 11:45 AM |
TRACK A Presentation Lombard Odier & The Alliance to End Plastic Waste: Investing into Solutions for Plastic Circularity Speakers Victorie Carous Senior Investment Manager Lombard Odier Investment Managers Yash Mishra Head of Impact Finance and Sustainability The Alliance to End Plastic Waste |
TRACK B Presentation Bloomberg: Sustainable Finance. Building blocks and application. Speaker Isaac Lee APAC Lead for Sustainable Finance Solutions |
| 12:30 PM | Event Ends | |
Ashvin Murthy
Founder & CIO
AVM Capital
Dr Carl Thong
Group Managing Director
momenta Group
Changwhan Yea
CEO
Kasa Singapore
Johnny Heng
Head of Singapore Branch,
VP Bank Ltd Singapore Branch
Kelvin Sng
Head of Fund Services
Zedra Fund Services
Kota Murakami
Head of Fiduciary Business, APAC
Sumitomo Mitsui Trust Group
Marcel Fleisch
Chief Product Officer
VP Bank
Mary Chan
Head of Wealth Planning, Southeast Asia
HSBC Private Banking
Radek Jezbera
CEO
Kilde
Swanzel Rautela
Head – Family Office & Fund Solutions
Kristal.AI
Thomas Rupf, CFA, FRM, CAIA
Chief Investment Officer Asia
VP Bank Ltd Singapore Branch
Vijay Bharadwaj
Senior Manager
Ingenia Consultants
Will Price
Head of International Distribution ASEAN
Utmost Group
Notes:
- If the selected track reaches full capacity, we may assign your seat to the alternate track.
- Certificate of Attendance (COAs) are issued based on participants’ attendance records.
- By registering for this event, you agree and consent to AIWM’s Privacy Policy.
EVENT CO-SPONSOR
