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Establishing Singapore as a Philanthropic Hub – Your role

The Association of Independent Wealth Managers (Singapore), in partnership with UBS Singapore, is proud to present a half-day event dedicated to advancing Singapore’s vision of becoming a regional philanthropic hub. This insightful gathering brings together industry experts, thought leaders, and passionate advocates to explore the dynamic landscape of philanthropy and drive collective action towards meaningful social impact.

Overview of Philanthropy in Southeast Asia within a global context
Sheryl Fofaria
Head of Social Impact & Philanthropy SEA, UBS AG

Amidst Singapore’s aspirations to emerge as a regional philanthropic powerhouse, this session offers a comprehensive overview of the philanthropic landscape in Singapore and Southeast Asia within a global context. Participants will gain valuable insights into the strategic initiatives, collaborative partnerships, and innovative approaches driving philanthropic growth and impact across borders.

Blended Finance
Egwin Fan
Associate, Asia Pacific, Convergence

Central to Singapore’s ambition as a philanthropic hub is the adoption of blended finance models. Attendees will delve into the transformative potential of blending different types of capital to address pressing social challenges at scale. Through engaging discussions and real-world case studies, participants will discover how blended finance can catalyze sustainable change and foster inclusive growth across the region.

Regulatory, Legal, and Operational Considerations in Philanthropy
David Chee
Partner, Wong Partnership

As Singapore positions itself as a regional philanthropic hub, navigating regulatory, legal, and operational complexities is essential. This segment provides invaluable insights into the regulatory frameworks, compliance requirements, and operational best practices shaping the philanthropic ecosystem. Participants will gain actionable strategies for ensuring transparency, accountability, and impact in their philanthropic endeavours.

Panel Discussion: Philanthropy in Singapore for Family Offices
Moderator

  • Sheryl Fofaria, Head of Social Impact & Philanthropy SEA, UBS AG

Speakers

  • Carol Liew, Managing Director, ECCA Family Foundation

  • Edwin Lee, CEO, Covenant Capital Pte Ltd

  • Phillip Wang, Investor, Philanthropy, Educator, Engineer

  • Weina Li, CEO, Sunline Foundation

The word Philanthropy is rooted in “Love” for “Humanity.” We are excited to have esteemed individuals who exemplify the spirit of giving and impact on our panel discussion on philanthropy in Singapore for family offices.

Leading our discussion as moderator is Sheryl Fofaria, Head of Social Impact & Philanthropy SEA, UBS AG. Joining her are Phillip Wang, related to the Lien family by marriage, Carol Liew, Managing Director of ECCA Family Foundation, which has roots in the Pandora jewellery family wealth, Weina Li, CEO of Sunline Foundation, the philanthropic arm of Sunline Wealth and Edwin Lee, CEO of Covenant Capital Pte Ltd. Both Sunline Wealth and Covenant Capital are our Ordinary Members.

Together, we will be exploring how we can discover purpose and intentionality in giving. The speakers bring a wealth of experience and insights into navigating the landscape of philanthropy, fostering social change, and creating meaningful legacies.

Fireside Chat with NGO partner, Home for Good
Joseph Gan
Chairman, Home for Good, SG

Moderated by
Hui Fang
Program Director, UBS Optimus Foundation

The event culminates with a fireside chat with NGO partner, Home for Good, highlighting the profound impact of philanthropy on local communities. Through personal anecdotes and inspiring narratives, attendees will witness firsthand how Singapore’s emergence as a regional philanthropic hub is transforming lives and fostering sustainable social change.

Join us for an illuminating half-day event as we collectively work towards establishing Singapore as a beacon of philanthropic excellence in the region. Together, let us harness the power of compassion, collaboration, and innovation to create a brighter and more inclusive future for all.

Date & Time: Wednesday, 8 May 2024, 9:00am to 2:00pm

Where:  UBS University, L4, Rooms Pepper and Paprika (9 Penang Road, Singapore 238459)

Dress Code: Smart Casual

TIME AGENDA
9:00 AM Registration
9:30 AM Welcome Note by AIWM
9:35 AM Opening Address by Patrick Busse, Head GFIM Singapore, UBS AG
9:45 AM Overview of Philanthropy and Social Impact Landscape
Sheryl Fofaria, Head of Social Impact & Philanthropy SEA, UBS AG
10:10 AM Scaling Blended Finance with Philanthropy
Egwin Fan, Associate, Asia Pacific, Convergence
10:35 AM Regulatory, Legal, Operational Aspects
David Chee, Partner, Wong Partnership
11:00 AM Networking break
11:15 AM Panel discussion: Philanthropy in Singapore for Family Offices

Moderator
  • Sheryl Fofaria, Head of Social Impact & Philanthropy SEA, UBS AG
Speakers
  • Carol Liew, Managing Director, ECCA Family Foundation
  • Edwin Lee, CEO, Covenant Capital Pte Ltd
  • Phillip Wang, Investor, Philanthropy, Educator, Engineer
  • Weina Li, CEO, Sunline Foundation
12:00 PM Fireside Chat with NGO partner, Home for Good
  • Joseph Gan, Chairman, Home for Good, SG
  • Moderated by Hui Fang, Program Director, UBS Optimus Foundation
12:15 PM Q&A
12:30 PM Lunch
2:00 PM Event Ends

 

SPEAKERS

Sheryl Fofaria

Head of Social Impact and Philanthropy, Southeast Asia
UBS AG

Egwin Fan

Associate, Asia Pacific
Convergence

David Chee

Partner
Wong Partnership

Carol Liew

Managing Director
ECCA Family Foundation

Phillip Wang

Investor, Philanthropy, Educator, Engineer

Weina Li

CEO
Sunline Foundation

Joseph Gan

Chairman
Home for Good

Hui FANG

Program Director, Southeast Asia
UBS Optimus Foundation

 
 

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.

Date

May 08 2024

Time

09:00 AM - 02:00 PM

Location

UBS University
L4, Rooms Pepper and Paprika (9 Penang Road, Singapore 238459)

Organizer

AIWM Singapore
REGISTER
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