AIWM Professional Excellence
About the Event
Our bi-annual education workshops, AIWM Professional Excellence, are returning for the 5th year!
Since 2019, AIWM Professional Excellence has aimed to uphold our esteemed tradition of empowering our members through education and training, thereby raising industry standards. This half-day event will delve into key themes, including the exploration of the future of wealth management, investment strategies involving private credit and real estate, the facilitation of impactful philanthropy and legacy planning through donor-advised funds, risk management, regulatory expectations, tax-efficient wealth planning tools, and acquiring knowledge about business wealth transition solutions.
AIWM Professional Excellence is wholly dedicated to providing a platform for our members in the EAM sector to convene, engage in insightful discussions, nurture both new and existing relationships in person, and forge meaningful connections.
organiser
Title Sponsor
| TIME | TRACK A | TRACK B |
|---|---|---|
| 08:30 AM | Registration | |
| 08:55 AM |
Welcome Address | |
| 09:35 AM |
TRACK A Presentation Zedra Fund Services: Fund Structuring 101 – Considerations for Wealth Managers Speaker Kelvin Sng Executive Diretor |
TRACK B Presentation momenta Group: Effectiveness of Donor-Advised Funds for Impactful Philanthropy and Legacy Planning Speaker Dr Carl Thong Group Managing Director |
| 10:05 AM |
TRACK A Presentation AVM Capital: What investors really want Speaker Ashvin Murthy Founder & Chief Investment Officer |
TRACK B Presentation Utmost Group: Life insurance as an investment Speaker Will Price Head of International Distribution ASEAN |
| 10:35 AM | Networking Break | |
| 11:00 AM |
TRACK A Presentation Kilde: Role of Private Credit in the Investment Portfolio Speaker Radek Jezbera CEO |
TRACK B Presentation Kasa Singapore: Investing in Property Deals in the Digital Era Speaker Changwhan Yea CEO |
| 11:30 AM |
TRACK A Presentation Sumitomo Mitsui Trust Group: What’s driving Japan Equity Returns? Speaker Kota Murakami Head of Fiduciary Business, APAC |
TRACK B Presentation Kristal.AI: Wealth Management 3.0 – The “Phydigital” Advantage Speaker Swanzel Rautela Head – Family Office & Fund Solutions |
| 12:00 PM |
TRACK A Presentation Ingenia Consultants: Risk Management & Regulatory Expectations – How to develop an effective risk framework Speaker Vijay Bharadwaj Senior Manager |
TRACK B Presentation HSBC Private Banking: Wealth Transition for Family Businesses – Passing the Torch Speaker Mary Chan Head of Wealth Planning, Southeast Asia |
| 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
Important Notes:
1) Certificates of Attendance (COA) are issued based on attendance records.
2) A SGD150.00 no-show penalty fee per person is applicable for this event.
3) By registering for this event, you agree and consent to AIWM’s Privacy Policy.
