Dubai Family Office Conference

Family Office Forum, Singapore

The Speakers

The Family Office Forum Singapore is the meeting of genuine* Family Offices based in Asia

4 - 5 May 2020: Join us when genuine* Family Offices and CIOs meet!

Are you a Principal or Family Office*? We are delighted to welcome you and offer you privileged free admission! Simply contact

Are you a genuine partner of, or solution provider to Principals or Family Offices? Simply register online here.

*  Our definition of a genuine Principal or Family Office is at least $100M+ in assets (usually much more), these assets are from only one or a few families / wealth owners and the Family Office is working for one or a few (not as a solution provider to many 3rd parties).

A selection of speakers from the 2019 Event

DR. M Bhupendra Kumar Modi

Dr BK Modi is the founder-president of the Global Citizen Forum, Founder Chairman of the Smart Group. ..............

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    A billionaire, Global thought leader and a pioneer of the ‘Beyond 100’ philosophy. He has towed the fine line between Innovation and social leadership to achieve global peace and human happiness. Dr M’s many initiatives are directed at creating an ecosystem where everyone can live “happy, healthy and wealthy beyond 100.”

    Starting his first businesses in India, he has pioneered many innovations that have effectively laid the foundation for the New Digital India that we see today. More recently, he has been focusing on improving the quality of life of consumers by promoting the cutting edge innovation in health care and life quality through the Modi Mediciti in Delhi, the Modi Yoga Retreat in Rishikesh and use of electric vehicles in India and Singapore.

    For the last several decades he has directed his special efforts towards inter-faith harmony to achieve global peace and the propagation of human values across the globe including in countries like UK, USA, China and in the United Nations. As the founder of the Global Citizen Forum, he has led discussions with world leaders and events on global citizenship. More recently, he has been appointed as the honorary President of the World Federation of United Nations Organisations.

    Dr M’s contribution to society has been recognised by political leaders like Lee Kuan Yew and Narendra Modi among others. He has also been felicitated by Channel News Asia, the United Nations and many other organisations.

Scott Wightman

British High Commissioner to Singapore

Scott arrived at the British High Commission, Singapore in May 2015 as British High Commissioner..............

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    He began his career in the Diplomatic Service in 1983 and has worked in the British Embassies in Beijing, Paris, Rome and, most recently, in the Republic of Korea, where he was the UK ambassador. Scott’s ties with Asia continued during his tenure as Director for the Asia Pacific region in the FCO from 2008 to 2010.Scott is from Edinburgh in Scotland and has a degree in French from the University of Edinburgh. He is married to Anne and they have two daughters.

Hazel Henderson
Ethical Markets Media

Hazel Henderson D.Sc.Hon., FRSA, is founder of Ethical Markets Media, LLC (USA and Brazil), a Certified B Corporation............

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    She is a world renowned futurist, evolutionary economist, a worldwide syndicated columnist, and author of award-winning Ethical Markets: Growing the Green Economy (2006) and eight other books. She created the Ethical Markets TV series in global distribution at, the EthicMark® Awards, the Green Transition Scoreboard® and co-created Ethical Biomimicry Finance®.

    Her editorials are syndicated globally by Inter Press Service, and her book reviews appear on Her articles have appeared in over 250 journals, including Harvard Business Review, New York Times, Christian Science Monitor, as well as journals in Japan, Venezuela, China, France and Australia.

    Since becoming a full-time media executive in 2004, Hazel has stepped down from many of her board memberships, including Calvert Social Investment Fund (1982-2005), the Social Investment Forum and the Social Venture Network. She has been Regent's Lecturer at the University of California-Santa Barbara, Horace Albright Chair in Conservation at the University of California-Berkeley, and advised the U.S. Office of Technology Assessment, the National Academy of Engineering and the National Science Foundation from 1974 to 1980.

Laurenz Apiarius
Managing Partner
Blockwall Management GmbH

Laurenz Apiarius is the Founder & Managing Partner of Blockwall, the first regulatory and legally compliant German crypto asset fund focused on investments in crypto assets.............

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    (distributed Ledger/Blockchain technologies) serving Institutional Investors, Family Offices and UHNWIs to gain access to this asset class. In this function, he is also advising the OECD as an industry expert on policy making for crypto assets. Laurenz is a frequent expert speaker at various conferences and media stations on crypto assets.

    He is also non-executive director in two family businesses, which are a high-performance polymer producer and a manufacturer for rheological testing devices. Previously, he had numerous active & passive engagements in PE and VC investments around the world. Laurenz was also involved in various family business companies ranging from real estate, car manufacturing to banking.

    Educated in Germany (EBS University), South Africa (University of Stellenbosch) and Scotland (University of St. Andrews). Member of EO

Matthias Knab

Opalesque founder Matthias Knab is an internationally recognized and highly connected expert on hedge funds and alternative investments with three decades of experience in information technology, consulting and finance...............

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    Opalesque, the first internet based media company focusing on hedge funds and alternative investments (2003), publishes six electronic publications to a global subscriber base of over 70,000.

    The firm also produces the popular Opalesque.TV video series ( with leading hedge fund personalities like Julian Robertson, Izzy Englander and many more.

Arvind Narula
Chairman and Founder
Urmatt Group

Arvind Narula, impact investor, Chairman and founder of the Urmatt Group, is a pioneer of the organic agriculture industry in Thailand, Argentina and Laos..........

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    In over three decades he has developed one of the world’s most successful contract farming models.

    Arvind has invested in several innovative and successful projects in the field of agriculture and agricultural value added products, and has advised companies globally in organic agriculture. His impact-award winning group companies are focused on benefitting the poorest farmers.

    A past member of the YPO Board, he also served as the chair for S.E. Asia.

    Arvind speaks seven languages and graduated in Economics from Heidelberg and Paris and the Sasin Institute of the Chulalongkorn University.

David Werdiger
ABC, NBC, CBS, FOX, The Wall St. Journal, USA Today (Australia)

David is a technology entrepreneur, strategic advisor, philanthropist and not-for-profit innovator, public speaker and author.............

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    He has thousands of ideas and is always creating new ways of looking at the ordinary to make it better. His capacity to think quickly through options and synthesise outcomes makes him a powerhouse in any conversation. With a generosity of mind and heart, his eye is always on creating ways to help those in his community.

    David’s unique perspective starts with his position as a second-generation family member. Having also founded several tech startups and not-for-profits, he has developed a sophisticated 360 degree understanding of families, governance, entrepreneurship, and intergenerational issues. Author of the best-selling book Transition: How to Prepare Your Family and Business for the Greatest Wealth Transfer in History, David now works with families and business owners, and is an acclaimed speaker.

    David is married with five children.

Paul Kronenberg

Paul Kronenberg is a “Social-Change-Engineer” and co-founder of Braille Without Borders and kanthari..............

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    With a technical background graduating in mechanical engineering, computer science, commercial technology and data-communication system science, he focuses on the running and operational management of kanthari.

    Paul is a fervent eco-friendly and cost effective “open hardware” technology and architecture fan. He is always on the lookout for answers that will help to build a better tomorrow; be it physical in terms of technical solutions, or be it mental, strengthening the self of others. Paul, to-gether with Sabriye Tenberken developed the unique kanthari “Journey in five acts” Curriculum; an intense experiential learning experience that provides social change makers with necessary tools to start and run own social ventures. As a public speaker, asking questions like “why?” and “why not?”, Paul uses wit and humor to paint the condition our world is in and makes one think and reflect about what can/must be done differently to become part of the solution.

Anuj Kagalwala
Partner, Asset & Wealth Management Tax Leader
PwC Singapore

Anuj has 21 years of experience in a Singapore tax and business environment. He is a partner in PwC Singapore and is the Head of Asset Management and Wealth Management Tax Practice at PwC Singapore...............

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    Anuj has spent most of his time dealing with international advisory work. Anuj is actively involved in discussing asset management and wealth management issues with the relevant authorities and industry associations.

    Anuj has provided extensive consulting advice to private banks and ultra high networth families on various areas of taxation, including structuring of investments, setting up of family offices, entry strategies into Asia and treaty analysis.

    Anuj is on the Executive Committee of the Alternatives Investment Managers Association’s Singapore chapter. He is also on the Executive Committee of the Singapore Business Federation’s South Asian Business Group.

    Anuj is a member of the Singapore Institute of Accredited Tax Professionals.

    Anuj's key past and present family office clients include families from Singapore, South East Asia, China, India, US, Middle East and Europe.

    Besides private banks and family offices, Anuj’s clients also include large private equity, real estate, traditional fund managers, as well as sovereign wealth funds and pension funds.

Gustav A. Eriksson
Founder & Group CEO

Gustav is a Swedish entrepreneur based in Singapore who has backed and started companies across tech, finance, real estate and e-commerce..............

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    He is the founder and CEO of Collectius Group a fast growing FinTech company within debt acquisition and receivables management space. Gustav fully embodies conscious leadership and is on the mission to demonstrate that any company can be of positive impact to the world with conscious leadership, values and culture. He emphasizes the importance of light and playfulness and encourages all his team members to expand into the highest and most true versions of themselves.

Anubhuti Gupta, CFA
Head of Portfolio Management and Director for Asia
Rosenberg Equities
AXA Investment Managers

Anubhuti is currently the Head of Portfolio Management and Director for Asia. She has served as Deputy Chief Investment Officer for the region since 2015..............

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    She initially joined AXA IM in 2005 as a Portfolio Manager. Prior to joining AXA IM, Anubhuti was an intern with a Singapore-based hedge fund.

    Anubhuti holds a MSc in Financial Engineering from the NTU Graduate School of Business and a BEng from Nanyang Technological University (NTU) in Singapore. She also has a certificate in Computational Finance from Carnegie Mellon University Tepper School of Business. She is a holder of the Chartered Financial Analyst, Chartered Alternative Investment Analyst, and Certificate in Investment Performance Measurement designations. She has been a member of the CFA Institute Education Advisory Committee since 2015 and the Executive Committee of Singapore Chapter of CAIA Institute since 2016

Sann Carrière
Owner, Founder
So Now Asia Pte Ltd

As its owner & founder Sann Carrière (1983) has been developing her views and tools on the new economy since 2008 from the greater Amsterdam area, the Netherlands................

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    In 2017 she opened the So Now Asia branch office in Singapore. In 2015 and 2016 she was awarded a position in TheNextWomen Top 100. As the co-owner of a business in the water industry Sann implemented her ideas on sustainability and transformational change in a business environment. In 2016 she was awarded honorary member of the year by Dutch Environmental & Water Technology Association Envaqua.

    Sann has a background in Culture, Communication- and Information Sciences, followed a Post-Doctoral Fellowship in Japan as a part of the Japan Prizewinners Program. In her spare time, Sanne practices yoga, enjoys nature and traveling and likes to read or write about the future.

Jérôme Pfund, CFA
Sectoral Asset Management

Mr. Pfund founded Sectoral Asset Management in Montreal with Michael Sjöström in 2000..............

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    In June 2013, Mr. Pfund opened our Hong Kong office to strengthen our development and research in the region. Prior to establishing Sectoral, Mr. Pfund worked at Pictet & Cie in Geneva from 1989 until 1997, initially as a Portfolio Manager in the bank's institutional asset management business, and then as the unit's Chief Investment Officer. In 1997 he moved to Montreal to assume the role of CEO of Pictet & Cie's North American operations.

    Mr. Pfund graduated in 1987 from the University of St.Gallen with an MBA in Banking. He obtained his CFA charter in 1993.

    From 2006 to 2008, he served as a Member of the CFA Institute Disciplinary Review Committee. He is also a UCLA Anderson School of Management certified director (2005). In 1996, he co-founded the Swiss Society of Investment Professionals, the Swiss local society of the CFA Institute (formerly known as the Association for Investment Management and Research - AIMR). Mr. Pfund was also a captain of a Special Forces unit of the Swiss Army.

Jason Green
Head of Institutional Business
South East Asia
Allianz Global Investors

Jason Green is Head of Institutional Business for South East Asia with Allianz Global Investors, based in Singapore..............

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    Mr Green joined AllianzGI in 2017 and is responsible for deepening the firm’s investment partnerships with sovereign wealth fund, central bank, public pension, insurer and endowment entities across the region.

    Before joining AllianzGI, Mr Green led J.P. Morgan Asset Management’s institutional business in South East Asia, developing extensive and strong investment relationships with institutional investors. Prior to that, he structured and raised capital for mid-market Asia-Pacific private equity investments at Crescent Point Group and Redstone Asia Capital. Before that, he advised on and executed merger & acquisition deals at Lazard.

    Mr Green has a BA in Law from the University of Cambridge, a Postgraduate Certificate in Economics from the University of London and an MBA from INSEAD.

Shiyan Goh
Hustle Fund

Shiyan is an experienced operator and investor..............

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    She was most recently VP of Business Operations & Corp Dev at NerdWallet (employee #10), growing annual revenue from $1M to $150M+. Prior to NerdWallet, she was an investor at Institutional Venture Partners and Bridgewater Associates.

Arnaud Bonzom
Map of the Money

Arnaud is the co-founder at "Map of the Money", a Singaporean-based platform to connect amazing entrepreneurs to great investors in Southeast Asia...............

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    He is a frequent speaker at several international conferences and has been invited by Accenture, Airbus, Allianz, Amazon Web Services, BMW, Deloitte, INSEAD, MERCER, NUS, Standard Chartered, as well as the Estonian, German and the Singaporean Governments, among others to share his input on Corporate Innovation and the Startup Ecosystem.

Toby Ruckert
Founder & CEO

A serial entrepreneur and multi award winning inventor of AI related technologies (over 19 patent applications)..............

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    Toby is a worldwide leader in AI, IoT and Digital Transformation. Born and grown up in Germany and having lived on an island in New Zealand for over a decade before becoming a digital nomad, Toby is now based out of Singapore. His goal is to empower people to regain control of their digital lives by creating solutions that help to realize the importance of our attention and manage it with awareness to shape our destiny consciously.

Rob Garrett
Entrepreneur and Investor
Managing Partner
Hezar Ventures

Rob is an entrepreneurial leader and investor...............

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    Experienced at working with UHNW owners and investors globally, and building businesses through strategic partnerships and marketing led initiatives, Rob has is focused on investing in and harnessing emerging markets growth opportunities with a portfolio focused on consumer and impact in the consumer and energy space.

Goh Yiping
Quest Ventures

Goh Yiping is a Partner at Quest Ventures, a leading venture fund for technology companies that have scalability and replicability in large internet communities................

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    An advocate for female entrepreneurship, Yiping is currently a board member of the Female Founders Network. She was named as a Top 100 Most Influential Persons in the National University of Singapore 100th anniversary celebrations and is a frequent speaker at Asia- and female-focused events. She has also been recognized for her outstanding work as a founder and trailblazer in GenT 2018, The Peak’s Power List, and 40 under 40 Singapore.

Sumit Bhandari
Lead Portfolio Manager
Asia Private Credit
Alternative Investments
Allianz Global Investors

Sumit Bhandari is the Lead Portfolio Manager, Asia Private Credit, Alternative Investments with Allianz Global Investors based in Singapore...............

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    He joined the firm in 2018 and has over 17 years of experience in investment management and business development.

    Before joining AllianzGI, Sumit was a Portfolio Manager and Head of Private Credit for Abraaj in Asia. He was instrumental in setting up Abraaj’s Private Credit business in Asia and was a key-man for the fund.

    Prior to joining Abraaj, Sumit was a Director and Portfolio Manager at BlackRock in Singapore where he co-managed BlackRock's Asian Credit portfolios and was responsible for its illiquid, distressed and liquid fund investments.

    Prior to BlackRock, he was a Vice President in the Principal Investments Group at Lehman Brothers in New York where he was responsible for co-managing Lehman’s US$ 2 billion portfolio of direct fixed income/mezzanine investments. He was involved in a number of prominent global restructurings post 2008.

    Before which, he was an M&A Analyst and then an Associate in the Investment Banking Group at Lehman Brothers in New York. Sumit holds a B.S. from the Indian Institute of Technology (IIT), Bombay and a M.S. from University of Michigan.

Sarai Kemp
VP Business Development
Trendlines Agtech

As VP Business Development for Trendlines Agtech since 2012.............

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    Sarai Kemp is responsible for directing the business and financial development and fund-raising strategies and activities for early-stage portfolio companies developing innovative technologies and products in aquaculture, crop protection, precision ag, foodtech, and other related sectors. Sarai brings more than 18 years’ experience in agricultural, consumer goods, and high-tech industries, including in sales, marketing, and business development for international companies such as Afimilk and Keter Plastic. She has worked intensively with companies in East Asia.

    Trendlines Agtech is part of The Trendlines Group. Trendlines invents, discovers, invests in, and incubates innovation-based medical and agricultural technologies, and is involved in all aspects of its portfolio companies from technology development to business building. Trendlines is now raising the US$40 million Trendlines Agrifood Pte Ltd. fund in Singapore; partnered with the Trendlines Agrifood Innovation Centre (AFIC) in Singapore, the new fund will invest in the best Singapore agrifood start-ups as well as commercialization-stage agrifood companies from around the world. Sarai will have a leading role in the new fund as its VP for International Deal Flow.

    Sarai holds an MBA from Haifa University and a B.A. from Tel Aviv University.

Prof. Annie Koh
Prof. of Family Entrepreneurship
Prof. of Finance (Practice)
Singapore Management University (SMU)

Professor Annie Koh is Vice President of Business Development, V3 Group Professor of Family Entrepreneurship, Professor of Finance (Practice) at Singapore Management University (SMU).............

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    She is also the Academic Director for two-university level institutes – the Business Families Institute and International Trading Institute. Her previous portfolios at SMU included positions as Associate Dean, Lee Kong Chian School of Business and Dean, Office of Executive & Professional Education.

    A notable conference speaker, panel moderator and commentator, Annie is a member of the World Economic Forum Global Future Council on New Social Contract and, a board member of Prudential Assurance Company Singapore Pte Ltd, and Family Firm Institute, Inc. In addition, she chairs the finance and investment committee of GovTech Singapore Board, and the Asian Bond Fund 2 Supervisory Committee of Monetary Authority of Singapore. She has been an appointed board member of Singapore’s Central Provident Fund since 2012 and served on the SkillsFuture HR Sectoral Tripartite Committee, HR Certification Taskforce. Annie is also a lead independent director of Health Management International Ltd and advises a number of startup firms such as Stashaway and Staff-on-Demand. Annie served on K1 Ventures board from 2013 to 2017.

    A Fulbright scholar, Annie earned her PhD in International Finance from Stern School of Business, New York University (1988). Her research interests are in Family Office and Family Business, Investor Behaviour, Alternative Investments and Enterprise Risk Management. She co-authored Financial Management: Theory and Practice, An Asia Edition (2014), and Financing Internationalisation – Growth Strategies for Successful Companies (2004), and author of a number of Asian family business cases and survey reports.

    Annie is awarded the Singapore Public Administration Medal, Bronze (2010), Silver (2016), and the Adult Education Prism Award (2017) for her contributions to the education and public sectors.

Dr. Gao Hao (Tony)
Global Family Business Research Center

Dr. Gao Hao (Tony) is Director of Global Family Business Research Center, and Director of Strategic Partnership and Development Office at Tsinghua University PBC School of Finance...............

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    He is also the chief professor of Global Family Business Program, Family Trusts Program, and Family Wealth Management Program, as well as the chief expert of Family Office Research Initiative. He directs the research and teaching collaborations in family business and wealth management field with Harvard Business School, IMD, INSEAD and Hong Kong University.

    Dr. Gao’s research focuses on two main fields: family business (family business strategy, family governance, corporate governance, ownership design, family succession planning, developing next generation, family-professional relationship, family constitution, family culture and values), and wealth management (wealth structure and strategy, asset allocation, family office, family trusts and family foundation).

    Dr. Gao serves as the chief editor of two book series by People’s Publishing House/Oriental Press: Family Governance Series and Family Wealth Series. He has published 12 books pertinent to family business and family wealth, as well as numerous journal articles and magazine columns.

    Recognized as one of China’s leading experts concerning family business and family wealth, Dr. Gao speaks on forums and seminars in China and abroad. He advises/serves on the boards of large family businesses and family foundations, including several Fortune 500 Companies and Bill & Melinda Gates Foundation. He also advises leading professional institutions such as private banks, investment banks, trust companies, law firms and family offices.

    He graduated from Tsinghua University with a bachelor’s degree in engineering, a Ph.D. degree in management and a post-doctorate in finance, and from Peking University with a bachelor’s degree in economics.

    Dr. Gao served as Vice President of Tsinghua Student Union in his university years.

Matthew McGarvey
Xylem Capital

Matthew McGarvey is the co-founder of Xylem Capital, a multistage impact fund that invests in entrepreneurs..............

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    projects and ideas that are leading the world’s efforts to meet China’s growing demand for food and agriculture products in the most sustainable and regenerative way possible.

    Matthew’s background combines social enterprise development, finance, and agriculture. Matthew started and ran one of the first social enterprises in China, an experience that led him to pursue a path in corporate finance and business development to promote social change. After graduating with an MBA from the Sloan School of Business at MIT, he worked in investment banking with an emphasis on organic farming, logistics and renewable energy. Matthew launched the Agribusiness Team at Price Waterhouse Coopers China’s Corporate Finance Group, and the local language edition of Forbes Media in Vietnam on behalf of IDG Ventures. Most recently he has been working with the largest independent breeder of non-GMO germplasm in North America in capitalizing and commercializing their seed development.

    He speaks Mandarin and Vietnamese.

Charles Antoine Janssen.jpg

Impact Investor

Charles-Antoine Janssen is a Board Member of UCB s.a., Tubize s.a. and several private companies..............

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    Charles brings experience in healthcare (M&A & Operations), finance and Private Equity. Charles is currently based in Mumbai from where he develops different healthcare access initiatives. He is also Co-Founder & Managing Partner of Kois Invest, an international firm specialised in impact and innovative impact finance mechanisms such as Social and Development Impact Bonds.

    Charles also worked in several senior management positions with UCB in Brussels, Austria, India and emerging markets, inter alia as Head of Global Business Development and CEO of India.

    He served as Vice President for European Equities Research and New Derivatives Europe at Merrill Lynch London.
    He co-founded Toolbox, a non-profit that provides services to NGOs.
    He holds a BA in Law from the ULB, and an AMP from Harvard Business School.

Ethan Koh
Entrepreneur, International Designer
4th Generation Member

London based Ethan Koh is the only international designer in the couture leather business with a unique Asian heritage where east meets west.............

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    He is the fourth generation artisan of an exotic skin family business that traces back to the early 1900s, since his great grandfather's arrival in Singapore. Ethan started out at his family's specialist tannery, where he worked with the exotic leather teams for Hermès and Louis Vuitton. In 2018 he was the only young designer to have done an exclusive collaboration with Christie’s to debut his collection with The Ritz Paris with a special collection inspired by the summer blooms of the gardens during Paris Couture Week.

    Ethan's intention is to combine the modern voice of luxury with its classic elegance, where authenticity, heritage, craftsmanship and personal touch have been long forgotten with the emergence of as mass-produced luxury and general hype.

    Within a short span of eight years, since his studies at London College of Fashion and Central Saint Martins, Ethan has grown the couture house into an international business with remarkable projects with creative visionary Juan Pablo Molyneux for the world’s first ’Space of Dreams’ featuring the world patented ’trapdoor’ on his bags. Currently boasting a loyal couture clientele worldwide, he still manages to keep production limited with his bespoke service at his private salons. Ethan K creations are exclusively stocked in Harrods in London, Galeries Lafayette in Paris and TSUM in Moscow. Today, his exquisite pieces, inspired by the English countryside, Asian-spice influenced colours and precious stone wildlife clasps which he pioneered, have captured the hearts of many discreet luxury connoisseurs, royalty and art collectors.

Eugene Cheong
Managing Director
Delta Singapore

Eugene is the Managing Director of Delta Singapore. Prior to Delta, he worked for AIG for 12 years and held a range of senior positions in APAC...........

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    He was the Regional Head of Professional Liability and Cyber for Asia and technical support for Australia and New Zealand managing a portfolio of more than US$100m annually. He was responsible for developing and growing Cyber and Professional Liability practice in APAC and was one of the pioneers who first introduced and rolled our Cyber insurance in Asia. Eugene was a graduate from the University of Western Australia with a double major in Mathematical Statistics and Applied Mathematics.

Dott. Ing. Maurizio Totta

Impact Investor

Maurizio Totta was born in Torino, and graduated in mechanical engineering at the Technical University there.............

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    He was the CEO of the SCS Holding AG from 1995 until May 2008, when the company was sold to Unibail-Rodamco. Since 2010, while still involved in some commercial real estate projects, he has been focussing his activities on impact investments in biotech, renewable energy, sustainable forestry and land development in Europe and South America.

    He is fluent in Italian, German, French, English, Spanish, and is currently perfecting his Portuguese. He also has a CHPL (Commercial Helicopter Pilot License). While he was finishing his studies, he started working for the family real estate company in Austria. Through a series of buyouts, the group became the main owner of Europe’s largest Shopping Mall, the SCS, Shopping City Süd near Vienna.

Christopher Aw
Operating Advisor
Monk’s Hill Ventures

Christopher is the founder of two3six, a company focused on the nexus of operations, technology, and analytics..............

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    In the US Air Force, Chris worked across IT and intelligence disciplines from the tactical level through to Under Secretary of Defense for Intelligence.

    He also currently advises and supports governments, startups, and investment firms in the areas of operations, technology, and cyber security. Chris graduated from the University of Washington with a business degree in Information Systems, Bowie State University with a Master of Science in Information Systems, as well as the University of Maryland with an MBA.

Petra Freddi
Director of Asia
Milken Institute

Petra Freddi curates one of the most elite gatherings of leaders in South East Asia..............

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    Through her network she works closely with entrepreneurs, leading investors, philanthropists and up and coming rising stars. She works for the Milken Institute in Asia, an economic think tank founded by billionaire financier and philanthropist Michael Milken. In her role she moderates, convenes audience and creates content for the Institute’s programming. She is passionate about the Institute’s philanthropic mission.

    Prior to joining the Milken Institute, Freddi spent over a decade in investment banking and private equity in Paris, London and Singapore where she put to use her knowledge of six languages. What attracted her to move from for-profit to not-for profit world was the Institute’s mission to advance global prosperity by enhancing the relationship between finance and strong society. The Institute’s work is driven by a formula which states that prosperity equals the effect of financial technology acting to multiply the value of human capital, real assets and social assets. Most young ambitious individuals won’t give up their high profile highly paid jobs to help the world, but Freddi believes that if we don’t think of philanthropy as a business, we won’t be able to create the impact we desire.

    In only five years, the Milken Institute Asia Center has grown exponentially and hosts not only some of the most coveted events but also creates impact via improvements in healthcare, job creation, widening access to capital and women’s empowerment. Freddi has lived in Singapore for over a decade with her Italian husband and their two children.

Tan Keng Hwee Seth
Executive Director
Infrastructure Asia

Mr. Tan Keng Hwee Seth is Executive Director of Infrastructure Asia.............

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    He is a seasoned infrastructure professional with 22 years of experience in various global markets, particularly in the fields of infrastructure investments, project and merger & acquisitions (M&A) advisory and financing, and client coverage.

    Infrastructure Asia supports Asia’s economic and social growth through infrastructure development. The organisation brings together regional infrastructure stakeholders across the value chain to mobilise project opportunities across Asia.

    Mr. Tan was most recently with DBS China (2016 to 2018), where he led teams in Healthcare and Real Estate as well as the Energy, Chemical and Infrastructure sector. As a foreign bank in a large and rapidly transforming economy, he led teams to focus on specific addressable sub-segments so that results were repeatable and scalable; his teams worked to address business pain points of sub-segment champions in utilities, renewable energy (waste-to-energy, solar power, hydropower, wind power), healthcare and commercial real estate (particularly modern logistics properties and retail malls), and facilitated onshore and cross-border financing solutions. His teams also facilitated fund-raising solutions from Singapore, which included two Real Estate Investment Trust (REIT) cases on the Singapore Stock Exchange.

    Prior to that, he kick started his career in infrastructure with BNP Paribas in 1996, where he worked in Singapore (until 2003), Australia (2003 to 2007) and China (2011 to 2016). He led several transactions in the oil & gas sector (upstream, midstream and downstream in Thailand and Indonesia), power sector (Thailand, Laos) and water sector (India, China, Philippines, and Singapore), as well as leading the advisory team in their winning bid for Singapore’s first seawater desalination project. Overseas, he was integral to the practice of lending to utilities and led some first-of-its-kind cases, including the first non-recourse wind power project financing in Australia. Under his leadership at BNP Paribas China, his team provided project and project finance advisory, which included advisories of railway projects in Mongolia and Indonesia, and cross-border M&A in the waste-to-energy sub-segment in Europe.

    He was also previously with Babcock & Brown in Hong Kong (2007 to 2009), and Standard Bank in China (2009 to 2011).

    Mr. Tan graduated from National University of Singapore with a Bachelor of Social Sciences (Hons) in Economics.

Rebekah Lin
The Social Co.

Rebekah is Co-Founder of The Social Co., the team that initiated the 50 For 50 and Pledge It Forward movements in September 2014 and May 2017 respectively..............

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    Together, the team brought together more than 100 individuals, 90 corporations and more than 250 partners to raise awareness of and funds for more than 50 lesser-known charities in Singapore. In total, they’ve raised almost $5 million and heaps of awareness via their different initiatives. The Social Co. will be focusing on bridging the gap between youth and our senior generation for the next three years via dialogues, research and an innovation lab.

    In February 2018, Rebekah hosted and interviewed several practitioners and experts in the healthcare space in a documentary on the state of healthcare in Singapore, screened on Channel News Asia.

    Rebekah was on the committee of the Yellow Ribbon Fund from 2011-2015 and recently joined the Community Chest of Singapore as a main committee member. She has also been running her family foundation, Jia Foundation since 2013. She was selected to be a Leader of Tomorrow at the 2015 St. Gallen Symposium and was selected to be part of Generation T by Singapore Tatler and Prestige Magazine’s 40 under 40 in 2016. Rebekah was also recently selected as 1 of 18 Young Societal Leaders by the SMU Institute for Societal Leadership and Temasek Connects for the Singapore Summit.

    Her corporate experiences include stints with Ogilvy & Mather, Singapore Press Holdings, Tung Lok Group, Be An Idea and Tembusu Partners. In her day job, Rebekah works at FundedHere, an equity and debt crowdfunding platform.

    Rebekah graduated from Nanyang Technological University with an honours degree in Business Administration and has completed an MA in Creative Writing from Birkbeck College, University of London. She has also recently completed the Executive Education in Exponential Technologies from Singularity University.

    Rebekah is currently pursuing her MSc in Gerontology at King’s College London.

Rebecca Eu
Mei’s Own

Rebecca Eus project is called Mei’s Own and it works with NGOs to help the victims who have been rehabilitated to find a new life/vocation..............

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    Rebecca is currently a student at LaSalle completing an undergraduate program in Fashion Media and Industries.

    She believes that sustainable goals can be achieved through philanthropic efforts in combination with private and public sector participation.

Rupert Boswall
Chairman/Senior Partner

Rupert Boswall is the Chairman/Senior Partner of RPC, an international commercial law firm which works closely with Family Offices and UHNWs on direct investment M&A mandates...................

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    .... resisting tax challenges from government revenue services and resolving disputes. As well as in UK/Europe, RPC has particularly strong connections in Saudi Arabia/the GCC, Singapore/Indonesia, Japan and Hong Kong/China. RPC works closely with Oculus Financial Intelligence in recovering assets or damages where Family Offices have lost money in questionable circumstances.

Mark Weir
Regional Head of Fund Services
Maples Group

Mark has oversight of the global data management and middle office teams within the Maples Group’s fund services business..............

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    He has significant experience in systems and project oversight, and product design and implementation. Drawing on this expertise and a client-driven approach, Mark provides external clients, including hedge funds, private equity funds and institutional investors, with custom portfolio accounting, performance analytics, risk analytics and regulatory reporting solutions. He also supports the Maples Group’s internal teams, providing data management, systems design and implementation and reporting solutions. Mark has authored several articles and has been asked to speak at various industry events on topics relating to institutionalising operations for various fund and investor types and how technology can enhance support investment decision-making.

    Previously, Mark worked in Citi's funds outsourcing department focusing on client specific solutions for institutional clients and, prior to that, he worked in fund administration at IBT.

Dino Tan
Director Family Businesses
International Organisations Programme Office
Economic Development Board (EDB)

Dino is the Director of Family Businesses, which engages leading Asian Family Businesses on investment & partnership opportunities in Singapore..............

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    He also helms the International Organisations Programme Office, which seeks to develop and work with the non-profit sector in Singapore.

    Dino has spent more than a decade with EDB, and had earlier roles in EDB’s Lifestyle Programme Office and Global Operations covering Southeast Asia, Australia & New Zealand. He was based in Jakarta at EDB’s Overseas Centre for 4 years. In his past life, Dino was a trained military air traffic controller with the Republic of Singapore Airforce.

    Dino has a BBA (Honours) from National University of Singapore. He also spent a year at Massachusetts Institute of Technology on the Sloan Fellows Program, a MBA for experienced professionals.

Dr. Lee Oi Kum
EHoude Foundation

Dr. Lee Oi Kum is a second generation Hakka Chinese, born in Ipoh, Malaysia..............

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    She graduated from the University of Singapore as a medical doctor and practiced for several years before joining the family holding company, as a director, along with her four siblings. The Family business is in the agriculture sector, chemical sector and land development.

    She and her spouse Dr Ng with three children and 2 in laws manage the family office Houde Foundation.

    Houde Foundation has ventured into the lifestyle industry with an hotel property investment, and a shopping center investment. An entrepreneur in her own right, she has founded or invested in business enterprises outside of her academic profession and family holding business, under Houde Foundation.

    Dr Lee is the chairperson of the IT company, Ekomoditi Sdn Bhd, a Malaysian company she founded with Technology partners, that provide full suite of Research and Development IT solutions to the Government sector . The Company is currently a leading technology service provider for the plantation industry.

    With her continuing interest in the world of “Internet of things”, Dr Lee is a key partner in innovating a traditional barter business into a global trade portal in 11 countries , with SME business owners as members, under the Trade Portal Brand name BBX. She is the board director of BBX Holdings Pte Ltd.

    In the Fintech Space, Dr Lee with a banking partner , is the founding board member and Chairperson to develop financial solutions for SME ,together with Banks and large corporates , using digital trade credits as a form of settlement in transactions.

    Currently the company “Kashtec International Pte Ltd “ has ongoing projects in Bangladesh , India and China .

    education pillar to implement as a school curriculum, computers and educational software for teaching and learning. This was the start of the journey into technology and innovative business modeling as an investment arm of the family office.

Lam Shumei
Azul World

Lam Shumei is the Principal of Azul World, a Singapore based investing holding company..............

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    Azul World was established after the Lam family exited their port operating business in 2012. Soon after, Shumei experienced the critical illness of her father, and underwent a steep learning curve after being handed over the full responsibility of her family investments.

    Azul World invests in operating companies which specialise in wireless technologies, waste oil management, healthcare and aquaculture. In addition, Shumei overseas her family’s liquid investments, which generate the returns to further invest in passion projects. In 2012, she started a poultry farm in Rwanda in 2012 and grew it to become the first fully integrated commercial farm in the country. A Muay Thai fanatic, she co-founded Neue in 2018, a mixed martial arts meets lifestyle fitness studio.

Joel Lou

Joel is a Co-Founder of BCV and serves as its Operating Partner based in Singapore...............

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    He was formerly the CEO of JustCommodity Software Solutions (acquired by Allegro Development in June 2015), the leading commodities trading and risk management software solutions provider in the agricultural commodity space in Asia. Under his leadership, JustCommodity has won numerous awards including Singapore Enterprise 50, Deloitte Technology Fast 500, “Best tech company to work for” in Singapore and the Red Herring Global 100 Award. Joel was a member of the Executive Leadership of Allegro Development till June 2017. He is also a Director of Charleston Holdings, a family investment group headquartered in Singapore.

    Joel was conferred the “Most Promising Entrepreneur of the Year” by APEA in 2011, the “Young Professional of the Year” in the IT leader awards in 2012 and conferred “Ten outstanding young persons – TOYP” by Junior Chamber International in 2016. Joel is active in the Singapore tech community and have served as an Executive committee member for the Singapore Enterprise Chapter at the Singapore Infocomm Technology Federation. He currently serves as an Advisory council member of the Singapore Management University's International Trading Institute, and is a Charter Member and Board Member of TiE Singapore. Joel has contributed as an adjunct lecturer for the International Trading Institute at the Singapore Management University since 2013. He received a Master’s of Business Administration from Imperial College London.

Vikas Garg
Founder & CEO

Vikas Garg is the Founder & CEO of abillionveg, an internet platform accelerating a global movement to socially responsible consumption. .............

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    Vikas launched abv after a 15-year career in financial markets. He's passionate about education, veganism and animal protection and sponsors grassroots education initiatives and animal rescue organizations around the world. He graduated from Emory University in Atlanta and lives in Singapore.

If you want to be a speaker please contact

See the speakers from our last Singapore forum below:

Grégoire Amigues
JAB Holding Company

Since November 2014, Grégoire is a Partner with JAB Holding Company (“JAB”), a privately held group focused on long term investments in companies with premium brands..............

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    attractive growth and strong margin dynamics Initially based in London, Grégoire was responsible for JAB’s business development activities outside of the US, which included sourcing investment opportunities and executing M&A transactions. He also actively assisted JAB’s portfolio companies in some of their external growth initiatives. In particular, he led a number of acquisition and JV projects around the globe (France, Brazil, Middle East, Singapore) for Coty, a global leader in Fragrances & Cosmetics. Grégoire also serves as operating partner to JAB’s portfolio companies in Europe, namely JAB Luxury and Espresso House Group (a group of leading coffee shop chains in the Nordics). Grégoire sits on Espresso House’s Board of Directors.

    As part of JAB’s global development, Grégoire recently moved to Singapore to establish JAB’s representative office in Asia with the aim of exploring business and partnership opportunities in the region. Prior to joining JAB, Grégoire was Kering’s ( Strategy & Business Development Director. In his role with Kering, Grégoire was responsible for designing the group’s long term strategy and for initiating and executing all partnership and M&A transactions. He coordinated the Strategic Committee of Kering’s Board of Directors. Grégoire was instrumental in designing and implementing the transformation of Kering (formerly PPR) from a diversified Retail & Luxury conglomerate into a global leader in apparel and accessories brands, specializing in Luxury and in Sports & Lifestyle. This encompassed the completion of over 15 acquisitions and divestments, both at the level of Kering and at that of its subsidiaries. During his time at Kering, Grégoire served as a Member of the Supervisory Board of Puma and as a Director of Volcom’s Board after the companies were acquired in 2007 and 2011, respectively.

    A graduate of HEC, France (1989) and INSEAD (MBA, 1995), Grégoire Amigues began his career at Deloitte & Touche Corporate Finance in France in 1989. After graduating from INSEAD he successively joined Lazard Frères & Cie in 1996, Lehman Brothers in 2001 and a high-street M&A boutique subsequently acquired by Banca Leonardo in 2005. In his years as an investment banker Grégoire advised on numerous mergers and acquisitions, including private and public transactions, privatizations, cross-border deals and joint-ventures. Grégoire joined Kering in 2006 and JAB in 2014.

Richard Henry
Head of School
GEMS World Academy (Singapore)

Richard has worked in the education sector for nearly 30 years, in 3 continents and across a network of thousands of schools....................

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    Born in Scotland, he was raised in Australia and began his teaching career in the state and private education systems of Queensland, Australia.

    His education includes a Degree in Biological and Chemical Sciences as well as a Master in Education. In the year 2000, Richard moved to Jakarta, Indonesia at a prominent school and was shortly promoted to Principal of Secondary School. During this time the school implemented the International Baccalaureate (IB) programmes (DP, MYP and PYP). In 2005, Richard was again promoted to Head of school for K-12 and worked in this capacity until 2011.

    Richard led this school through a sustained period of growth and advancement, as well as serving on many Boards and Committees strengthening the school community whilst creating a positive impact on the children’s lives through education.

    He served as a member of the Asia Pacific Regional Council for the IB as well as representing Asia Pacific on the IB DP Committee. He was and remains an evaluator of the IB Educator Certificate (offered by universities around the world) as well as a Session Observer of the IB Professional Development workshops with the responsibility of monitoring high quality education delivery.

    Richard is also a qualified Western Association of Schools and Colleges (WASC-USA) accreditation team member, and he facilitated the establishment of educational groups such as the Indonesian Network of IB schools.

    In 2011, he began work for the International Baccalaureate based in The Hague, The Netherlands. As Head of School Services for Africa, Europe and the Middle East he was responsible for overseeing the authorisation and evaluation of all IB schools in those regions. He then became Head of Development and Recognition working with all schools implementing IB programmes as well as engaging with government ministries and higher education institutions.

    In 2015, Richard moved to the USA and took up a new role within the IB as Director of Global School Services. These responsibilities included the oversight of authorisation and evaluation of all IB schools across the world, developing key relations with accreditation bodies such as the Council of International Schools (CIS) and NEASC, as well as the design and implementation of new school enhancement services.

    Throughout his career Richard has focussed his energy and knowledge on school transformation to deliver the best education possible for students to enrich their lives. He fundamentally believes that the stronger the triangle of partnership (student, parent, teacher) within a school community, the more effective every child's educational experience will be.

    Richard is proud and privileged to accept the role of Head of School GEMS World Academy (Singapore) for GEMS Education, and he looks forward to working with parents, students and staff in the ongoing growth and development of this outstanding school.

Conrad Tsang
PRC Committee

Mr Tsang is currently Chairman of PRC Committee and Co-Chairman of Real Assets Committee of the Hong Kong Venture Capital and Private Equity Association.....................

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    Previously, he was the Hong Kong Venture Capital and Private Equity Association’s Chairman of the Board (2013-2015). He is currently a member of the Hong Kong Real Property Federation and a member of China Real Estate Chamber of Commerce Hong Kong and International Chapter.

    Since 2015, Mr Tsang is the Chairman of Strategic Year Holdings Limited. Strategic Year is a private investment company focusing on real estate and financial investments, having invested in real estate projects in China, Hong Kong, Japan, US, UK, and Canada.

    Mr Tsang has been in the finance industry for over 20 years. He started his career in venture capital/private equity with Baring Private Equity Asia, having led or participated in 20 investments during 2000-2013. His industry experience includes: natural resources/mining, manufacturing, automotive, education, healthcare, retail, consumer products, logistics, TMT, environmental products/services, energy and alternative energy, financial services etc. The portfolio companies he has been involved with include Noah Education Holdings Limited, Minsheng Education Group (1569.HK), Galloping Horse Media Group Limited, Kangda International Environmental Protection Holding Limited (6136.HK), Pansoft Group Limited, Hidili Industry International Development Limited (1393.HK), Launch Tech Co Ltd (2488.HK), Great Wall Auto (2333.HK, 601633.CN). Prior to joining Baring, he was with Merrill Lynch Asia Pacific doing equity research, focusing on media and retail sectors. During the 1990s, Mr Tsang began his career at Peregrine Investment Holdings, where he was involved with Asian fixed income sales and marketing.

    Mr Tsang obtained a Master’s Degree in Management Studies at University of Oxford, United Kingdom; and a Bachelor’s Degree in Electrical and Electronic Engineering (First Class Honors) at Imperial College of Science and Technology, London, United Kingdom.

    Personal Awards:
    CBN Weekly, “2011-2012 Most Valuable Partners 50 in China”
    Forbes China Magazine, “2008,2009, The 50 Best Venture Capitalists in China”
    Top Capital Magazine, “2008 The Best PE Investor of The Year”
    China Most Valuable Venture Enterprises Awards, “2008 The Best PE Investor”
    Zero2IPO Group, “2007, 2009, Top 10 PE Capitalists in China”
    World Eminence Chinesebusiness Association, “Top 100 Most Visionary Chinese Investors (2007, 2008)”
    China Venture Group, “2008 The Top 30 PE Investors of The Year”

Dominic Volek
IMCM, Managing Partner
Head Southeast Asia
Henley & Partners Singapore

Dominic Volek is the Managing Partner of Henley & Partners Singapore and Head Southeast Asia...................

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    Originally from South Africa, Dominic is now responsible for the company's operations across the Southeast Asia region including offices in Australia, Malaysia, the Philippines, Singapore, Thailand and Vietnam. Dominic provides residence and citizenship-by-investment planning advice to high net worth individuals, their families and their advisors targeting those countries that are deemed most attractive to wealthy clients with regard to mobility, security, privacy, personal tax and estate planning as well as lifestyle.

    Dominic is a certified Chartered Accountant and holds both a Bachelor of Commerce in Accounting with Honours and Bachelor of Arts in Corporate Communication. He has significant professional experience advising clients on regional and cross-border transactions, ensuring client needs are consistently met through forward-thinking, integrated and result-orientated advice.

    Prior to joining Henley & Partners, Dominic had a successful career as part of the Senior Management team in KPMG’s Deal Advisory practice based initially in Johannesburg, South Africa and later in Singapore where he led the delivery of high quality advisory services to top tier public and private sector clients working across the region.

Dan Choon
Founder and Executive Director

Dan Choon is a visionary technology enthusiast focused on strategy & technology while executing on imminent synergies between Europe and Asia....................

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    Dan is Executive Director of Dyan, a private investment office for Asian and European families. Dyan is specialized in technology investments with a focus on technology transfer, applications and growth in the South East Asian region. Dyan Sarl and its investment arm Cycle Management Sarl and Cycle Investments S.A. are based in Luxembourg with offices opening in Singapore. Dyan Private Investments align strategic interests of East Asian and European investors. Dan is Dyan’s visionary, builder, and cooperation enhancer. He leads the strategic and corporate development of Dyan and takes care of portfolio development and strategic cooperation. He supports both Families and strategic investors regarding their cross-border technology investments.

    Prior to Dyan, Dan co-founded Venionaire Investment GmbH, a Venture Capital Fund based in Vienna investing in high-tech start-up companies in Europe. Previously, Dan also founded Ganzfeld, and worked as a technology M&A specialist, performing technical due diligence and IT consulting. Dan developed technology investment strategies for international customers and analyzed technology investment opportunities in Europe and selecting. At age 15, he co-founded an award winning project for gifted students (Heidelberger Life-Science-Lab).

    He has lectured in Microeconomics at the Baden-Württemberg Cooperative State University Mannheim (DHBW).

Piet Jansen
Yes We Can Youth Clinics

Piet Jansen’s career is drenched in social engagement.....................

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    His first venture was the set-up of a conglomerate of private language schools for students, after which he also helped setting up a youth and student travel agency. In both cases, his drive was to make sure young people would see the world before getting tied down with a job or family duties. Funny enough, he always spends 7 years on a venture before moving to the next. In between his commitment to Yes We Can Youth Clinics and his previous projects, he coached & consulted a variety of multinationals and medium sized companies on strategic HR issues.

    Most of all, he wants to help as many children and families getting out of deadlock situations. Asking him about his altruistic nature, he responds: “as we are all connected, helping you ultimately means I also help myself. In that sense, I am not altruistic at all. It just makes me happy if I can make even the tiniest difference in the lives of others.”

    Over the years, YWCYC has successfully treated thousands of 13-25 year olds suffering from complex behavioural disorders, addictions and behavioural problems.

Rupert Boswall
Chairman/Senior Partner

Rupert Boswall is the Chairman/Senior Partner of RPC, an international commercial law firm which works closely with Family Offices and UHNWs on direct investment M&A mandates...................

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    .... resisting tax challenges from government revenue services and resolving disputes. As well as in UK/Europe, RPC has particularly strong connections in Saudi Arabia/the GCC, Singapore/Indonesia, Japan and Hong Kong/China. RPC works closely with Oculus Financial Intelligence in recovering assets or damages where Family Offices have lost money in questionable circumstances.

Kenneth Camilleri
Senior Partner
Chetcuti Cauchi Advocates

Kenneth Camilleri is a Senior Partner at Chetcuti Cauchi Advocates, a leading law firm with offices in Malta, Cyprus, London, Zurich and Hong Kong....................

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    Kenneth specializes in corporate and personal taxation and on VAT. Kenneth advises corporate clients represented by the firm on tax and VAT aspects of operating locally and internationally.

    He is also the partner in charge of the Asia desk within the firm, with particular responsibility for China and Hong Kong. The firm has been actively involved in China for the last decade with different involvements ranging from speaking at legal conferences, working with Chinese law firms and consultancy companies and providing Maltese and European legal, tax and immigration advice to law firms, banks, family offices and immigration agents. The firm has also assisted Chinese companies in international investment.

    Kenneth is also a key advisor on Malta Citizenship by Investment, Malta Golden Visa, the Malta Global Residence Programme, Cyprus Citizenship by Investment , Cyprus Permanent Residency and for buying property in Malta and Cyprus.

    Kenneth is a regular lecturer in the fundamental and advanced ACCA papers in taxation and heads the internal tax training at Chetcuti Cauchi. He also sits on the Taxation Committee of the Malta Institute of Accountants and the Taxation Committee of the Institution of Financial Service Practitioners.

Oliver Muggli

Oliver is a Partner at the Liechtenstein-based Multi Family Office ‘Mandorit’ which services a small number of European families with a comprehensive and independent approach........

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    After his studies at the University of St. Gallen in Switzerland, where he graduated in Finance, Oliver gained practical experience in the fields of investment management and client relationship management as a senior private banker. He was responsible for the equity research of a Swiss Private Bank and managed an Asian equity fund. For a few years, Oliver worked in Hong Kong, where he advised Asian families and gained a thorough understanding of the needs and interests of wealthy Asian families. Apart from his activities with wealthy European families at the Liechtenstein-based family office, Oliver is also a partner of a family office in Hong Kong. Oliver is a member of the Society of Trust and Estate Practitioners STEP and holds a LL.M. diploma in international taxation.

    Oliver is married and has two children and is a passionate horseback rider and enjoys travelling.

Ed Peter
Group Chairman
Duxton Asset Management

Ed Peter, Chairman, is the co-founder of Duxton Asset Management ("Duxton"). Prior to forming Duxton in 2009, Ed was Head of Deutsche Asset Management Asia Pacific ("DeAM Asia"), Middle East & North Africa.........

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    He was also a member of the Deutsche Bank's (DB) Group Equity Operating Committee and Asset Management Operating Committee. Ed joined DB in 1999 as Head of Equities and Branch Manager of DB Switzerland. In March 2001, Ed moved to Hong Kong with Deutsche Bank and was appointed Head of Global Equities for Asia and Australia, becoming responsible for all of Global Emerging Markets Equities in the beginning of 2003. In November 2004, Ed became Head of Asian and Emerging Market Equities for the new Global Markets Division. Ed started his career in 1986 in Swiss equity sales for Credit Suisse in Geneva. In 1989, he moved to S.G. Warburg with responsibility for the sale of Swiss equities worldwide. In 1998, he was appointed Managing Director with responsibility for the International Swiss Equities and Derivatives sales force. Mr Peter holds a Bachelor’s Degree in English Literature from Carleton College in Northfield, Minnesota. Ed’s first foray into Agricultural investing was in 1999 and he remains passionately interested in Agriculture today. He is on the University of Adelaide’s Agribusiness advisory board, the University of Adelaide’s Wine Advisory board, and on the board of Wine Australia.

    Ed is married to Julie, a proud South Australian, and has 4 children. Ed draws and paints, makes noise on his saxophone, and can often be found flying around Australia in his bush plane when he is not in his veggie patch. His wife of 25 years still puts up with him and he has 4 children who would prefer if he didn’t grow quite so many veggies.

Peter Gibson
Dynasty Family Office

Peter is principal of Dynasty Family Office catering for a small group of UHNW families from the Asia Pacific region.............

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    He has over 30 years experience in providing professional services to UHNW clients and building and leading focused wealth management businesses

    Peter has been living and working for over 11 years in Singapore, working with wealthy families for UBS Wealth Management and BHI Swiss Private banking before founding Dynasty Family Office

    He held director positions in Australia with Deutsche Bank Private Banking and Macquarie Private Bank. Has been a public company director in Australia managing retirement care facilities

    Peter holds Degrees in law and arts from Melbourne University, and also practised as a Certified Financial Planner in Australia. He also previously practiced as a lawyer specializing in entity and estate planning and with extensive experience in wealth management and financial planning issues.

    Peter is currently assisting one of his family groups with commercialization of a significant mining opportunity in Latin America

David Werdiger
ABC, NBC, CBS, FOX, The Wall St. Journal, USA Today (Australia)

David is a technology entrepreneur, strategic advisor, philanthropist and not-for-profit innovator, public speaker and author.............

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    He has thousands of ideas and is always creating new ways of looking at the ordinary to make it better. His capacity to think quickly through options and synthesise outcomes makes him a powerhouse in any conversation. With a generosity of mind and heart, his eye is always on creating ways to help those in his community.

    David’s unique perspective starts with his position as a second-generation family member. Having also founded several tech startups and not-for-profits, he has developed a sophisticated 360 degree understanding of families, governance, entrepreneurship, and intergenerational issues. Author of the best-selling book Transition: How to Prepare Your Family and Business for the Greatest Wealth Transfer in History, David now works with families and business owners, and is an acclaimed speaker.

    David is married with five children.

Dr. Ole Mensching
TruVenturo GmbH

Ole started his career at the family office of Nils Regge helping to scale companies like HomeToGo, Finanzcheck or Dreamlines..............

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    He is a board member in several portfolio companies. Furthermore he consults these companies regarding their strategical HR needs and supports them in hiring and building up excellent teams.

    In 2016 Ole co-founded Apollo Ventures which is the biotech arm of Nils Regge's family office investing in biotech companies within the longevity space focusing on therapeutics against age related diseases and aging itself. Apart from his venture activities, Ole has founded CareerTeam a headhunting agency focusing on digital executives and experts. With a headcount of over 100 employees and offices in Hamburg, Berlin and Zurich CareerTeam is market leader in the DACH region in helping medium-sized companies and corporates to built up digital teams.

    Ole studied economics at the University of Cologne, with emphasis on business psychology and the strategic interaction of markets. He continued this course by finishing his Ph.D. with distinction at the Universities of Cologne and California, Berkeley.

Robert Rubinstein
Chairman & Founding Partner
TBLI (Netherlands)

A native of Brooklyn, New York, Robert Rubinstein is a longtime resident of The Netherlands. In 1999, he founded a company to introduce the then-radical concept of sustainable investing..............

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    This concept became the foundation of TBLI Group – Triple Bottom Line Investing. From its early days, the aim of this small company was and is unabashedly global: To create an inclusive values based economy. The aim is to maximize investment flows into sustainability initiatives by showing the opportunities triple bottom line investing offers to investors.

    It seeks nothing less than to reeducate the financial world that on the opportunities triple bottom line investing offers to investors.

    TBLI pushes forward the notion that a truly sound investment is one that provides, not just financial rewards, but social and environmental ones, as well. Since then, the concept is now a household name in the financial world. For more than 18 years, TBLI Group has built the ecosystem for the Impact Investing and ESG community through advisory, educational and networking services. Mr. Rubinstein is the Chairman and Founding Partner of TBLI Group Holdings B.V. with headquarters in The Netherlands. The Company was founded in 1998 with the mission of integrating ESG and TBLI into the culture and strategy of international corporate business and investment companies. Mr. Rubinstein has been instrumental in championing Sustainable and IMPACT investment dedicated to solving social issues. Prior to TBLI, Mr. Rubinstein had an extensive career in publishing. He founded the first bicycle magazine in The Netherlands, FIETS in 1981, and Source magazine in 1995, a publication focused on integrating “profits and principles” as a message to the business community. FIETS and Source were based in Amsterdam, The Netherlands. FIETS was sold to VNU Magazines and it is still in circulation today. Mr. Rubinstein taught courses in Sustainable Finance at the Rotterdam School of Management from 2003–2006 and in his career has delivered many lectures at international business schools and universities. Rubinstein is a tenacious public speaker on both TBLI and ESG at global conferences and has been asked to speak at numerous engagements including the Global Reporting Initiative, the inaugural Impact Investing Israel Summit and World Pension Council in Singapore. TBLI was asked to organize a session at COP21, Paris in December 2015 and more recently, Mr. Rubinstein was invited at the request of Natural Step, a leading advisor on Sustainability for the Swedish corporate sector attended by King Carl XVI Gustaf of Sweden. Rubinstein, who lives in Amsterdam with his wife and two sons, was the founding publisher/editor of five magazines, the most recent of which was Source, the first European management magazine devoted exclusively to corporate social responsibility. Rubinstein was Chairman of the Swift Prize of the King Boudewijn Foundation and a commissioner for the State of the World Commission on Globalization. He has served on the boards of numerous organizations, including the Ethical Markets TV editorial advisory board, IMSA (International Sustainability Consultancy), the 3IG International Interfaith Investment Group, the BNP Paribas Investment Partners (ESG), Tellspec, and the ASN Foundation.

Gabor George Burt
Business Tranformationist, Innovation Pioneer, Founder
Slingshot Framework

One of the core, original experts of Blue Ocean Strategy, the new millennium’s most influential management concept, and contributor to the worldwide bestselling BOS book..............

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    Launched the Slingshot Framework in 2011 - as expansion of his BOS work. Slingshot enjoys worldwide recognition, and is at the forefront of global innovation. The framework shows how to engage creative thinking to systematically re-imagine market boundaries, filling a major global need: A 2010 IBM survey of 1,500 CEOs worldwide found that 'creativity' is considered the single most important leadership trait for future success.

    Among high-profile events, delivered opening presentation at Global Marketing Forum, designed and hosted the Forum for Partnership of the Americas, a gathering of business and government leaders from across the Western Hemisphere. Shared stage with Seth Godin and Sir Richard Branson at Forum One, one of Europe's biggest leadership events with 5,000 participants. In 2016, was one of three judges for the E.U. Innovation Venture Award, since 2017 sits on the Board of the Global Innovation Institute, and is both designing and keynoting the Arab Innovation Forum in Dubai in 2018.

    Works with executive teams of dozens of organizations, including multinationals, SMEs, public sector, NGOs and start-ups in applying the Slingshot Framework to re-imagine market boundaries and carve out high-growth strategies. Among them, helped American Express launch an entire new business in partnership with Walmart.

    His ‘Slingshot’ book, which is a step-by-step guide to re-imagining boundaries, is a critically acclaimed, exclusive resource for partner organizations.

    Leads immersive gatherings of VIP participants, and is launching The Slingshot Awards to recognize organizations, individuals, and initiatives that are re-imagining boundaries with the most impact. See for more details of his activities.

    Recent articles in the Harvard Business Review:,

J Bradley Hall
Chairman and CEO
Icon Capital Reserve

J Bradley Hall - Chairman and CEO of ICON CAPITAL RESERVE SA and founder of a number of successful financial technology companies who enjoys a reputation as a........

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    focused, energetic entrepreneur. Brad is a thought leader with 29 years of finance, M&A, operational and fund management experience who has deployed disruptive new business models that challenge outdated and often vulnerable incumbents across cultures and geographies including: the Americas, Brasil, Western/Eastern Europe, the CIS and Asia.

    ICON is a financial software company led by a management team with international finance, risk management, digital cryptography, governance and gold trading experience. ICON has launched AUREALS™ as a decentralized, digital method of exchanging value. Each AUREAL™ is denominated as a 1 gram weight and measure of physical gold, creating the most trusted exchange of value utilizing the most trusted store of value for 6000 years. AUREALS™ represent an historic breakthrough in applied mathematics and cryptography. They are sophisticated, proprietary DIGITAL BEARER BONDS™ built on the open source, ledger book protocols called the block chain that have been battle tested for 6 years. Creators and custodians of significant wealth can seamlessly transfer value into AUREALS™, which can be securely and discretely transferred anywhere in the world, in seconds.

    The AUREALS™ denominated as a 1 gram weight and measure of gold, can be held as a store of value or exchanged for any other asset of value including currencies or allocated physical gold, which is stored in non bank vaults in free zones around the world including but not limited to Hong Kong, Shanghai, Singapore and Switzerland.

Francesco Lombardo
Managing Director
Veritage Family Office (Canada)

Francesco Lombardo is a family business advisor/facilitator who has coached some of the world’s most successful and affluent families for over twenty years to fostering a culture of safe space................

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    Through his extensive work with these families, Lombardo has identified a universal connection between people’s relationship to money (Money Motto) and the impact this has on their families, businesses, and legacies.

    Francesco is the founder of Veritage which is the safe space for families to understand how their feelings about money impacts the relationship with each other and the family. He guides families to developing governance models which holds the individual, the relationships with each other; and their wealth accountable to a set of guiding principles set out by the family for the family.

    In addition, Lombardo is the co-creator and lead facilitator at The Scone Project, an invite only experiential and interactive next generation leadership development program hosted at Scone palace in Scotland every May.

    Francesco is a much-sought after international speaker who has spoken at Campden Wealth Conferences, Institutional Investor, Tiger21, YPO/WPO chapters, and The Society of trust & Estate Practitioners, among others. His many television appearances include shows such as Money Talks, The Moring Show and Sky News.

    Passionate and engaging, Francesco is a leading expert in the emotional impact money has on relationships, estate, family business and family office operations globally. He is committed to assisting families find, create and maintain a safe space by developing a model of cultural governance, which contributes to the continuity and sustainability of the family and its wealth.

Ohad Zuckerma
Managing Partner
Copia Agro & Food Ltd

Ohad is a managing partner at Copia Agro & Food, an Israeli impact fund that invests in proven technological projects developed in Israeli research institutes.............

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    Copia matches to each project suitable industrial partners and transforms the technologies into commercial products and processes.

    Ohad gained his experience in management and business during 18 years at Zeraim Gedera, an Israeli leading seed company, 8 of them as its CEO. He transformed it from local to multinational, initiating its successful sale in 2005 to Markstone Capital and in 2007 to Syngenta.

    In 2009 Ohad co-founded UniVerve, which developed and patented a highly efficient microalgae biomass production technology. Ohad still acts as the Chairman of the company, which is active in Israel, Asia and the US.

    Ohad holds a joint Executive MBA degree from Kellogg Management School, Northwestern University of Chicago and Recanati School of Business, Tel Aviv University, as well as a B.Sc. in Agriculture from the Hebrew University of Jerusalem.

    As a seasoned and visionary leader, with a proven track record, Ohad is a board member of various Israeli Agricultural and Hi-tech private and public companies. He contributes from his experience in implementation of innovative business models, driving profit and growth as well as governance issues.

Caterina Meloni
Connecting Founders

Caterina is an international development specialist with 17 years of experience working for private sector and development finance institutions on inclusive finance, women’s economic empowerment, and entrepreneurship development..............

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    She has worked for leading funders, such as the World Bank, IFC, EBRD, DFID, as well as development consultancies to implement projects on the ground in over 30 countries.

    From microfinance and then SME finance, she found her niche and passion as she began focusing at the crossroads of gender and finance, advising banks on how to increase their outreach to women-owned businesses and promoting private sector investment in the sector.

    In 2015 she founded Connecting Founders, a Bangkok-based organization focused on supporting women-owned businesses and women’s leadership in the corporate sector in Southeast Asia. She is a Lean In enthusiast and founder of Thailand’s international Lean In chapter.

    Caterina holds an M.A. in International Relations and Economics from The Johns Hopkins University School of Advanced International Studies (SAIS).

David A. Pieper
Optimus Prime Family Office

David A. Pieper is running with Optimus Prime GmbH a German SFO with a family background in the Machine Building Industry..............

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    Furthermore he is a German real estate expert for many UHNWI in Optimus’ network.

Peter Douglas CAIA
CAIA Singapore

Peter served on the CAIA Board of Directors since 2006 until his appointment as principal of the Singapore office...............

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    He currently serves in a part-time capacity supporting the CAIA Association’s activities in Asia. Peter is an inaugural CAIA charterholder and the first charterholder in Singapore. He was the principal and founder of Singapore-based GFIA pte ltd, the oldest hedge fund consulting firm in Asia, established in 1998. Peter was the inaugural Council Member for Singapore, and then for Asia Pacific, for the Alternative Investment Management Association (AIMA) serving for ten years on the Board of Directors of the Association, and was a founder of the Financial Planning Association of Singapore (FPAS).

    Prior to founding GFIA, Peter worked for Aberdeen Asset Management Asia in Singapore, after 10 years at the Foreign & Colonial (F&C) group of asset management companies, in London and Tokyo. Peter holds an MBA from INSEAD, France, and sat for five years on the MBA admissions committee of that school, as well as holding a BA (Hons) from the University of Exeter, UK. He is a Singapore Distinguished Financial Industry Certified Professional and is the first Chartered Investment Fund Director in Asia.

    Peter sits on a number of boards of both not-for-profit, and for-profit, organisations.

Leon Kantor
Director Programs & Partnerships
Private Wealth Network

Leon is Programming Lead at PWN, with responsibility for planning and delivering all activities across the network............

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    In his role he strives to deliver innovative events to give members the opportunity to interact, share knowledge and compare experiences with their peers as well as world-recognised experts.

    Leon brings over 20 years of international experience to this role across content management and event production. He has a proven track record of successfully managing and growing events and content businesses from conception to building regional and international rollouts.

Alexander Petkov
Resident Manager
Velaa Private Island

Lightfoot Travel is joined by Alexander, the Resident Manager at Velaa Private Island. Alexander graduated with honors from Cavendish College London, with a Diploma in Hospitality Management..............

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    Alexander comes from a very strong Food and Beverage background and with years of hospitality experience in United Kingdom and Russia. He started his career in Hilton Group and held various Management posts in five star properties in the UK. In Russia he served as Deputy General Manager in Sokos Hotel Palace, Sankt- Petersburg and Hotel Manager in Hotel Metropol, Moscow. Before joining Velaa Privat Island, his last position held was General Manager in Mastcraft Group, UK where he opened a 5 star property and later on took over a second hotel.

Nico Heath
Lightfoot Travel Pte

In 2009, Nico made the move to Singapore where he co-founded Lightfoot Travel’s flagship office along with Simon Cameron..............

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    He has since devoted himself to establishing Lightfoot Travel as one of the leading luxury tailor-made tour operators in Asia – an untapped market new to the concept of bespoke travel. Nico spent much of his childhood discovering countries such as Botswana and Tanzania, which ignited a life-long passion for Africa and its wildlife. His love for the continent was heightened by a year-long conservation project in Namibia, followed by a move to Kenya into the hospitality industry. There he was part of a team managing a luxurious safari lodge before becoming a guide for a mobile tented camp in the Masai Mara. Nico continues to add to his ever-growing list of visited countries, and regularly returns to Africa to ensure that Lightfoot Travel’s curated product is current, authentic and truly experiential.

Arvind Narula
Chairman and Founder
Urmatt Group

Arvind Narula, impact investor, Chairman and founder of the Urmatt Group, is a pioneer of the organic agriculture industry in Thailand, Argentina and Laos..........

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    In over three decades he has developed one of the world’s most successful contract farming models.

    Arvind has invested in several innovative and successful projects in the field of agriculture and agricultural value added products, and has advised companies globally in organic agriculture. His impact-award winning group companies are focused on benefitting the poorest farmers.

    A past member of the YPO Board, he also served as the chair for S.E. Asia.

    Arvind speaks seven languages and graduated in Economics from Heidelberg and Paris and the Sasin Institute of the Chulalongkorn University.

Jérôme David

Jérôme is a Founder and Managing Partner of Treis, a family investment group founded in 2008 seeking responsible..........

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    diversified and risk-adjusted capital appreciation over the long-term via a proprietary multi-asset management platform and a long-term and active direct investment strategy in natural resource efficiency, via ManorGroup.

    Founded in Europe, Treis and ManorGroup are now expending into Asia where an office has been set up in Singapore in 2014.

    Educated in Rennes Business School in France and London Business School; Jerome has 20 years of experience in general management and investment. Jerome has been based in Singapore for the last three years, overseeing the development of Treis and Manor in Asia.

Stephen Diggle
Hrothgar SFO

Stephen Diggle began his career in finance in 1987.............

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    He was one of two founders of Artradis Fund Management, launched in 2002 with US$4m and peaked at nearly US$4.9bn late in 2008. Artradis was multi-award winning and for some time the largest and most successful hedge fund in Asia making US$2.7bn for investors between 2002 and 2009.

    The hedge fund closed in March 2010 returning cash in full to all investors. Prior to Artradis Stephen spent several years heading up equity derivative trading teams at Lehman Brothers. Stephen holds a Masters degree from the University of Oxford.

Yash Mishra
Managing Director
Taurus Wealth Advisors

Yash is a Managing Director at Taurus Wealth Advisors. Yash has been an active professional in the financial services industry since 1994. .............

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    She is currently Head of the Private Client Services for Taurus Wealth Advisors and specialises in assisting both local and expatriate professionals develop their investment and lifestyle planning strategies. Prior to joining Taurus, Yash was Sales Manager and Head Private clients at ipac financial planning Singapore Pte Ltd. Yash holds a Master’s degree in Management Studies from BITS Pilani and is certified Financial Planner since 2005. Yash’s wealth management career began with Fortis and BNP Paribas in India. This early experience in such a demanding environment provided her with a strong understanding of investment markets and vehicles, enabling her to develop strong wealth accumulation strategies for her clients. Yash’s dedication is demonstrated by her excellent track-record and her strong pool of both local and international clients (including clients from India, UK, Israel, Australia, Hong Kong, Shanghai and Taiwan).

    She has successfully advised clients through the Asian financial crises and the Global Financial Crises. She is a champion for financial education and works alongside INSEAD University in raising financial awareness. Yash conducts a variety of workshops and seminars on related topics such as financial independence, successful investing and retirement planning. She contributes to various editorials and has often been quoted in publications such as the Straits Times, Asia Wall Street Journal , Readers Digest and TODAY. She is an active member of UNIFEM and the Financial Women’s Association. She is currently chief editor volunteering on the editorial board of the Financial Planning Association of Singapore (FPAS).

Thierry Sanders
Putera Sampoerna SFO

Thierry's quest is to get more finance to businesses that create jobs, and have a social or environmental impact..............

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    His ventures use technology to enable scale, engagement, communication and efficiency. This is his core task with his investor the Putera Sampoerna Foundation. Additionally together with Putera Sampoerna he develops new businesses with social impact. Like creating the entrepreneurship curriculum for his university, developing a student loans, or kindergarten programme, and several other businesses.

    Putera Sampoerna is one of Indonesia’s most respected businessmen. After selling his tobacco company HM Sampoerna he invested in banking, education, agribusiness and plantation forestry.

Dr Hazel Henderson
Ethical Markets Media

Hazel Henderson D.Sc.Hon., FRSA, is founder of Ethical Markets Media, LLC (USA and Brazil), a Certified B Corporation. ................

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    She is a world renowned futurist, evolutionary economist, a worldwide syndicated columnist, and author of award-winning Ethical Markets: Growing the Green Economy (2006) and eight other books. She created the Ethical Markets TV series in global distribution at, the EthicMark® Awards, the Green Transition Scoreboard® and co-created Ethical Biomimicry Finance®.

    Her editorials are syndicated globally by Inter Press Service, and her book reviews appear on Her articles have appeared in over 250 journals, including Harvard Business Review, New York Times, Christian Science Monitor, as well as journals in Japan, Venezuela, China, France and Australia.

    Since becoming a full-time media executive in 2004, Hazel has stepped down from many of her board memberships, including Calvert Social Investment Fund (1982-2005), the Social Investment Forum and the Social Venture Network. She has been Regent's Lecturer at the University of California-Santa Barbara, Horace Albright Chair in Conservation at the University of California-Berkeley, and advised the U.S. Office of Technology Assessment, the National Academy of Engineering and the National Science Foundation from 1974 to 1980.

    She remains on the International Council of the Instituto Ethos de Empresas e Responsabilidade Social, Sao Paulo, Brasil; is a fellow of the World Academy of Art and Science and the World Business Academy; and is an Honorary Member of the Club of Rome. She shared the 1996 Global Citizen Award with Nobelist A. Perez Esquivel of Argentina. In 2007, she was elected a Fellow to Britain’s Royal Society of Arts, founded in 1754.

    In 2010, 2012, 2013 and 2014, she was honored as a "Top 100 Thought Leader in Trustworthy Business Behavior" by Trust Across America. In 2012, she was honored with the Reuters Award for Outstanding Contribution to Development of ESG & Investing at TBLI Europe. In 2013, she was inducted into the International Society of Sustainability Professionals Hall of Fame.

    Her 2014 monograph, Mapping the Global Transition to the Solar Age, published by ICAEW and Tomorrow’s Company, UK, is available for free download from

Steven Kay QC
Oculus Financial Intelligence

Steven Kay QC is a co-founder of Oculus and serves as the Chairman of the company.........................

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    Steven is Head of Chambers at 9 Bedford Row (9BR – and also leads 9 Bedford Row International (9BRi – He is a leading international criminal lawyer with a global reputation who has been in many of the landmark cases that have established modern international criminal law. Steven was called to the bar of England and Wales in 1977 and was appointed Queen’s Counsel in 1997. He has been in many of the high profile international trials in The Hague that have shaped international criminal law in the last 20 years: including OTP v Dusko Tadic; OTP v Alfred Musema; OTP v Slobodan Milosevic; OTP v Ivan Cermak; OTP v President of Kenya, Uhuru Kenyatta. He has also advised Heads of State, governments and significantly important individuals upon strategies to deal with the complex legal, evidential and political challenges that they have faced not only in litigation, but also in their responses to opponents. Steven’s practice has involved him leading teams in large international investigations that have produced significant evidence to change the previously predicted outcome of a case and altered the internationally accepted narrative of affairs.

    Steven’s practice has now developed beyond litigation to include the provision of wider services within the scope of international criminal law and politics. He has received commissions to analyse and report upon situations and problems faced by states as well as to advise and implement reforms to their criminal justice systems. Other clients have hired him for human rights cases, to challenge Interpol arrest warrants or sanction listings and to seek compensation for the wrongful seizure of assets. He recently developed with David Hammond, the universal test for self-defence at sea that could be applied by security firms in the protection of merchant vessels against acts of piracy that has been granted an ISO. He is co-chair of the IBA War Crimes Committee 2012 – 2016, a founder member of the ICLB (, a founder member of the European Criminal Bar Association and ranked as a leading practitioner at the UK bar.

    Steven’s track record of his ability to successfully deal with large international cases and complex political and financial problems brings to Oculus a resource of proven quality for the service of our clients as well as the essential experience required to take responsibility for Oculus’s legal oversight.

Jerome Duval Fleury
SFO (France)

Jerome’s grandfather founded French life insurance company La Populaire (now Athena / Generali) in 1910..............

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    Recognising the risk of loss as the family grew, the Duval-Fleury family founded COGEPA as their management and investment vehicle, where Jerome currently sits on the Board. Now living in Perth, Australia, Jerome shares his time between music production, Private Wealth Network, COGEPA and Out Of The Box, an audio and video production company he recently invested in.

    Jerome is passionate about family education and is also involved with the not-for-profit sector.

Eva Law
Founder & Chairman
Association of Family Offices in Asia (Hong Kong)

Ms. Eva Law established the Association of Private Bankers in Greater China Region (APB) in 2010 aiming to promote industry development.............

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    offer professional training to practitioners, foster knowledge exchange & collaboration and launch service portal designated for market participants. While in 2013, Eva also set up the Association of Family Offices in Asia (AFO) targeting to support ultra-affluence and industry practitioners who own intimate & deep relationship with mega wealth holders to establish and manage their family councils, single or independent family offices and to administer the family’s wealth succession, investment, asset disposal, strategic philanthropy and corporate development of their family business. Eva has served the industry for 21 years. Before setting up the Associations, she worked in the head office of toprated Chinese bank, responsible for the strategic development and the P&L performance of private banking & crossborder financial services. She has been with a Chinese boutique investment banking firm, through leveraging Swiss EAM private banking platform and arranging direct investment to serve the Ultra HNW clients in great China region. Eva also served Fortune 500 companies, including global bank, pension fund, asset manager, insurer and listed family business enterprise, taking leadership positions and sitting in board of directors, investment management, risk management, asset & liability management, product development and audit committees.

    Eva owns wealthy of management experience, she has been the registered responsible officer and chief executive licensed with regulators under SFC, Insurance, Retirement and Money Lending regimes. She also won the Best Master Trust Award, Wealth Management High-Flyer Award and various Fund Performer Awards from Lipper, Morning Star for her served companies. Eva is the Chairman of APB, AFO, Asia Co-Investors Club & Institute for Asia Family Firms, she is also the founding member of Women in Leadership Association, Women In Leadership – Hong Kong & Pearl River Delta Chapter, the Honorary Chairman of Hong Kong Family Offices Association and the Executive Chairman of Association of China Independent Wealth Advisory Institutions - Family Office Council, the researcher of Xi'an Jiaotong University, the Honorary Research Fellow of Legacy Academy, the Special Advisor to Singapore Private Wealth Association, US Family Offices Institute, Global Visions Community in Switzerland and the appointed writer for Family Office Elite Magazine, CEO & Entrepreneur Magazine and frequent speaker in international conferences.

    She is advancing her study with University of Pennsylvania. She also held Master of Science with Edinburgh Napier University. She is a Chartered Family Office Specialist and has awarded FLMI certificate, Bachelor of Art (Hon) and several professional diplomas in investment banking, mergers & acquisition, security and asset management professions.